Manage Merchandising Materials

As sales administrator or marketing manager, manage allocation and delivery of merchandising materials for each route. Merchandising material is a set of materials used for branding, sales promotion, and incentives. You can automate allocation and distribution of merchandising.

Here's how you can manage merchandising materials:

• Associate the merchandising order capture to appointments.

• Link assets or attachments to merchandising locations and manage store displays.

• Allocate, distribute, and track the delivery and display of the material during store visits.

• Automate the allocation quantity for routes using fill, split, and custom allocation methods.

Create and Allocate Merchandising Material

Create merchandising material and allocate the material to the routes.

1. Go to Merchandising Material > Create.

   Specify values for the fields such as owner, merchandising material name, product, and allocation dates.

2. Click Save and Continue to create a Draft merchandising plan.

3. Go to the Allocation Plan subtab and click Create to create an allocation plan. Select one of the allocation methods:

   • Fill: Copies the allocation amount to the published route allocation. For example, when you enter a quantity of 100, this method allocates 100 items to each route.

   • Split: Splits the allocation amount evenly across the published route allocation. For example, when you enter a quantity of 100 for 10 routes, this method allocates 10 items to each of the 10 routes.

   • Custom: Lets enter a custom allocation amount for each route. Go to each route and specify the allocation amount.

4. Click Save and Continue to create a Draft allocation plan.

5. From the Allocation Plan summary, go to the Routes tab and click Add to add individual routes to an existing allocation plan.

   You can also select from the available routes.

6. From the Allocation Plan summary, click Actions > Publish.

   When the allocation process is complete, the allocation plan status changes to Active.

   Optionally, click Copy to create another plan or Delete to remove the plans. You can delete only when the plan is in the draft state.

7. Go to the Merchandising Material Allocation subtab to see the allocation details for each route.

8. Click Save and Close.

   Your merchandising material allocation is now saved.

Your salesperson can now see the merchandising material for his route from the mobile application.