Associating Products to the Merchandising Locations of an Account

Complete the following procedure to associate products to the merchandising locations of an account.

To associate products to the merchandising locations of an account

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane.

3. Update an existing product-to-merchandising location association as follows:

   1. Tap the down arrow next to Merchandising Locations in the main pane, and then select the merchandising location record that you want.

   2. Select Products from the Side Menu in the main pane.

      All the products associated with the selected merchandising location appear in the main pane.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new product-to-merchandising location association for the account as follows:

   1. Tap the down arrow next to Merchandising Locations in the main pane, and then select the merchandising location record that you want.

   2. Select Products from the Side Menu in the main pane, and then tap New (the plus (+) icon) on the screen that appears.

   3. Enter the information for the new product in the fields that appear, and then save the record.