Picking, or optional product management, is an essential feature that lets your sales reps offer additional products beyond those negotiated and listed with the buying group. Assortments in Sidely offer a practical way to organize picking products alongside store typologies and tiers. Here's how to set up and manage picking effectively.
What is picking in Sidely?
Picking groups together the optional products a sales rep can sell, in addition to the mandatory products negotiated in the main assortments. This allows you to:
Offer commercial flexibility.
Limit the optional products available to sales reps to better frame their actions.
Example:
For a retail banner such as Carrefour Market:
The main assortment can include the negotiated mandatory products.
An assortment named "Picking - Carrefour Market" will group together the optional products.
Create and set up a picking assortment
Setup steps:
Go to the Assortments page:
In the main menu, go to Assortments.
Click the blue '➕' to create a new assortment.
Name the picking assortment:
Give it a clear name that identifies it as picking, for example: "Picking - Carrefour Market".
If you manage multiple brands, also add the brand to the name (e.g., Picking - Carrefour Market - Grain de Sail).
Add the optional products:
Select only the products you want to make available as options for the sales rep.
Exclude products that should not be offered outside the main assortments.
Confirm and save:
Once the products are selected, click Create to finalize the picking assortment.
Use in the field: the picking check
During their check, the sales rep can:
Carry out their mandatory check:
Products from the main assortments (typologies or tiers) are displayed for a check that complies with the buying group negotiations.
Access the picking page:
Once the main check is complete, a page dedicated to picking is displayed.
The sales rep can select the optional products they negotiated directly at the point of sale.
Finalize the check:
Once picking is done, the check is saved, with a clear distinction between mandatory and optional products.
Tips for optimal picking management
Adapt picking to multiple brands:
If you use separate assortments for each brand, apply the same logic to picking to stay consistent (e.g., Picking - Carrefour Market - Grain de Sail and Picking - Carrefour Market - Météor).
Limit the products available for picking:
Create specific assortments to restrict picking options to products relevant to each retail banner or department.
Make sure picking is clear for sales reps:
Explain the difference between mandatory and optional products to your field teams.
Update your picking assortments regularly:
Add or remove products based on negotiations or sales needs.
FAQ
1. How do I set up a picking assortment?
Create a new assortment from the Assortments page and name it with Picking followed by the retail banner (and possibly the brand). Add only the optional products you want.
2. Can picking be used for all retail banners?
Yes, picking can be set up for any retail banner or store typology. Adapt the picking assortments to the specifics of each banner.
3. How do I manage picking with multiple brands?
Create separate picking assortments for each brand to reflect the differences between the departments or products available.
4. Can sales reps access all products in picking?
No, the products available in picking are limited to those included in the configured picking assortments.
5. Can I edit picking assortments in bulk?
Yes, use the assortment export/import to quickly add or remove picking products.