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Managing Supplier Areas and Brand Families Areas

Distributor steps for blocking a supplier or brand family from being sold in a distribution area (e.g. branding rights) with inactive Supplier/Brand Family Area records in Encompass. Requires v22.06+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.06

Steps

How Suppliers/Brand Family Areas work:
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  • By default, all Products can be sold in a Distribution Area. Supplier and Brand Family Areas can help limit Products from a Supplier or Brand Family in specific distribution areas. Supplier/Brand Family Areas work in tandem with the other product controls.

When to set up Suppliers/Brand Family Areas:
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  • Supplier and Brand Family Areas are commonly set up based on branding rights. These records are added to limit the products sold in a distribution area.

Steps to limit a Supplier/Brand Family from a Distribution Area:
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  1. Using Universal Search, navigate to the 'Suppliers Areas' or 'Brand Families Areas' table.
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  2. Click the 'Add [Suppliers/Brand Families] Areas' button.
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  3. Select the Supplier/Brand Family wanting to limit.
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  4. Select the Distribution Area.
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  5. Ensure Active is set to False.
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  6. Enter the Company Name in the field provided.
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  7. Click 'Add Record' when complete.

Fields And Definitions

  • Supplier Area - Desginated distribution area in which products from a supplier can or cannot be sold.
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  • Brand Family Area - Desginated distribution area in which products from a Brand Family can or cannot be sold.
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  • Distribution Area - A geographical area in which product is distributed.

Best Practices

  • Supplier/Brand Family Areas are setup with inactive records to limit products sold in these Distribution Areas.
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  • Users do not need to set up active Supplier Area records.
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  • Users can create an inactive supplier area record and an active brand family area to allow a single or a few brand families to be sold under a supplier area that is inactive.

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