Manage Merchandising Displays

Merchandising display is a crucial activity for any retail account. Having an effective merchandising display can help a product reach its sales potential. The display items can contain store inventory and loaned items.

To create a merchandising display for an account:

1. Sign in using administrator role.

2. Navigate to the Accounts object and select the Merchandising Displays subtab from the Account Details page.

   View the list of merchandising displays, if any.

3. Select Create to create a merchandising display record with the required fields such as name, description, and start date.

4. Click Save and Close.

To add products to a merchandising display record:

1. Go to the Accounts object and select an account.

2. Select the Inventory subtab.

3. Select a product from the drop-down list.

4. Select the value from the drop-down list for the merchandising display field to associate it with a merchandising display record.

   You can also select an existing inventory record and add a merchandising display with it.

5. Click Save and Close.