Assigning an assortment to a point of sale lets you tailor field visits and ensure proper tracking of products on the shelf. It guarantees that each store carries the products suited to its profile and to your trade agreements. In Sidely, you can do this easily from the company profile.
Steps to assign an assortment to a point of sale
Open the point-of-sale profile
From the Web App, go to the "Companies" tab.
Click the relevant point of sale to open its detailed profile.
Open the "Other fields" section
In the company profile, scroll down to the "Other fields" (or "Custom fields") section.
There you will find a field called "Assortment", usually configured as a drop-down menu.
Select the assortment to assign
Click this field, then choose the appropriate assortment (e.g. Supermarket, Organic, Foodservice assortment…).
The assortment will automatically display the products planned for this type of store during your visits or order taking.
Save the change
Click "Save" or "Validate" so that the link between the store and the assortment takes effect.
Check the display on mobile
On your next visit to the point of sale via the mobile App, the products of the selected assortment will automatically appear in the forms (orders, store checks, etc.).
FAQ
What should I do if the assortment does not appear in the list?
Check with your administrator that the assortment has been created and activated in your account settings.
Can I change a point of sale's assortment at any time?
Yes, the assortment can be changed at any time from the company profile. Changes apply immediately.
Can this be done in bulk?
Yes, via the Excel import of companies, provided you have a column dedicated to the assortment.