How to set up list of promoted products for sales rep visits
When monitoring SKUs, a sales rep should be able to view only SKUs promoted for the current customer. This is done by setting up individual lists of promoted SKUs for each customer account. You can do this in one of the following ways:
-
Add all accounts where a product must be promoted on the [Accounts] detail of the product page. The information about SKUs will be automatically added to the [Products] detail of the account page after you save the product page.
-
Add the promoted products to the [Products] detail of the account page of the account where the products must be promoted. The information about accounts will be added to the [Accounts] detail of the product page.
As a result, the connection between promoted products and accounts will be set. When performing the [SKU monitoring] action, a sales rep will see only the SKUs promoted via this account.
Note
Full product catalog is still available when the sales rep places an order during a visit. If the client is interested in a new product, the sales rep will be able to add it to the order.
See also
•How to add a sales rep visit rule
