Vendor and Route Profile Field Association

Vendor and Route Profile Field Association This advanced feature allows for associating a vendor with a route through a specific field, which is useful when a Point of Sale has multiple routes (e.g., a primary and secondary route).

Example: A PoS could have a "ROUTE1" field assigned to Vendor 1 and a "ROUTE2" field assigned to Vendor 2. This configuration screen determines which of these fields the system should check to validate if the PoS belongs to a specific vendor's route.

How to Create and Edit Vendor and Route Profile Field Associations

From the Reference Data > Vendor and Route Profile Field Association in the Back Office (BO), a list of all Vendor and Route Profile Field Associations can be accessed:

To create a new one, select the Create Association option located in the RELATED TASKS section on the right side of the screen.

The following screen will be displayed:

• Vendor: A search field to find and select the specific Vendor (sales representative) for this association.

• Code: A mandatory dropdown menu to select the profile field that contains the route information (e.g., a primary route field or a secondary route field).

The following steps should be followed to edit Vendor and Route Profile Field Associations

• Reference Data - Vendor and Route Profile Field Association

• Select a row and press View Association

• Click on Edit Association.