Listing

Learn how to use the Listing info area to store the items listed for a company.

You can also include information that shelf space has been alloted at a specific spot and has been paid for.

The listing is a kind of "contract" at the item level: If a company is paid e. g. for placing an article at a specific spot in a supermarket shelf for a specific period, add a listing to document this information.

The following functions are available:

  • Listings can be used in the quick add area for POS monitoring items (you can display facings, prices and placements).
  • Listings need not be entered for each outlet, but can be inherited from a parent company or wholesaler.
  • You can define a time period that the listing is valid for.
  • You can list the same item more than once (e.g. lasagne in the noodles and the Italian specialties sections of a store).

Adding Listings

You can add any number of listing for an item/item group and company, e.g. if the same item is placed on various shelves. The validity periods can overlap.

To add a listing:

  1. Switch to the company you want to add the listing for.
  2. Select Go to All Related > All Listings from the context menu.
  3. Click on (New).
  4. Select the item from the Item name field. If you want to add a listing for an product group, enter the Sector, Product Group, Brand and Grade.
  5. To display the item/product group in the quick add area, enter dates in the Valid from and Valid to fields. If you do not enter a date in the Valid from field, the listing is valid without a start date (i.e. it also applies to the past).
  6. Enter the Branch type to determine that a listing applies to a specific type of branch (small outlet, flagship store etc.). If you do not enter a Branch type, the listing applies to the current company and all companies that inherit the listing from the current company.
  7. Enter information on the items placement in the Facings, Placing and Price fields.

Listings for Product Groups

If you want to list all items in a product group for a company, enter the Product Group and leave the remaining fields empty.

A combination of criteria (e.g. all items in the "noodles" product group in the sector "own products") is not possible in listing records. However, you can add multiple listings per company, each with different criteria (e.g. one listing for "noodles" another listing for "own products").

When inheriting listings, the first listing found in the following order is used:

  1. A listing containing the Item No.
  2. A listing containing the Grade
  3. A listing containing the Brand
  4. A listing containing the Product Group
  5. A listing containing the Sector

Inheriting Listings

Listings can be entered at all levels of a company hierarchy and can then be inherited by individual outlets. Listings added for several companies can be inherited, e.g. branches can inherit listings from the parent company.

There are two types of inheritance:

  • Using external keys
  • Using the relationship hierarchy

The various types of inheritance are defined by your administrator in the Configuration info area, see CRM.core Administrator Guide.

Inheriting Listings via External Keys

Listings can be inherited by companies using external keys.

In this example, the company "RanComp 3" should inherit the listing defined for "RanComp 2".

  1. Enter an external key in the "RanComp2" company: external key = "234" and external system = "RA".

    Note: Note: Your administrator needs to define the contents of the Ext. System field (in this example "RA") that is used to inherit the listing in the Configuration info area (Listing category, External System option.
  2. Enter the external key ("234") of "RanComp 2" in the Listing Reference (Company) field of "RanComp 3".

    If a listing is available for "RanComp 3", that listing is used. If no listing is available, the system searches for a company with the corresponding external company key (the Ext. System defined in the Configuration info area and the Ext. Key entered in the Listing Reference (Company) field of "RanComp 3"). If a listing is defined for "RanComp 2" that listing is used.

Note: Note: As the external company key is unique across the whole system, a company can only inherit listings from one other company.The company from which the listing is inherited can however itself inherit a listing from another company. The system continues to search for a listing in the hierarchy until one is found. In our example, RanComp 2 inherits the listings of RanComp 1. If no listing is entered for either RanComp 3 or RanComp 2, but a listing is entered for RanComp 1, RanComp 3 also inherits the listing from RanComp 1.

Inheriting Listings via Relationship Hierarchy

Listings are generally not added for individual outlets, but for the headquarters or a wholesaler or similar. The link between an outlet and the headquarters is established by means of relationships.

Listings can be inherited by outlets as follows:

  • When adding item records manually:

    When adding items manually, only listings defined for POS monitoring items are relevant.

    If a valid listing is found for an item added for a company, the POS monitoring item record is linked to the listing. The first listing that matches the item is used; the system searches for a matching listing record in the following order: matching item, grade, brand, product group or sector.

    If no listing is found for a company, the system searches for a listing at the next highest level of the hierarchy defined in the Configuration info area (Listing category, Inheritance option; one or more relationship types must to be entered in the Value field of the configuration entry). The first matching listing that is found is used. For example, if the company has several wholesalers, the first listing found for a wholesaler is used. The other wholesalers are ignored.

  • In the quick add area:

    If your administrator has configured the quick add area for inheriting listings (Configuration info area, Listing category, Inheritance - Quick Add option; one or more relationship types need to be entered in the Value field), the Inheritance drop-down list is available in the quick add areas (Offer (Aurea CRM win only), Order, POS Monitoring, Refunding (Aurea CRM win only)).

    You can select the desired relationship type in the field below the filters in the quick add areas.

    If multiple listings are present for an item for a company, the item is displayed multiple times in the quick add area for the POS; only the first listing is displayed in the quick add area for orders (in the following order: item, grade, brand, product group, sector).

    Note: Note: As reciprocal relationships are also taken into account, the reciprocal relationships must be defined using a different relationship type in order to define a hierarchic structure used to inherit listings.

You can restrict the inheritance of listings using the Branch type field in the Listing info area. Only those listings where no branch type is entered or where the same branch type as the company is entered are inherited. If a suitable listing with the branch type entered and a listing with an empty branch type are found, the listing with the branch type entered is used.