Create and Manage Retail Businesses
Overview
The goal of "Retail Businesses" in AMS is to help manage the various aspects of maintaining a business relationship with retail stores. This includes various business details, contact information, outreach tracking, contact reminders, sales and consignment stock tracking.
Create Retail Business
To create a retail business go the navigation menu and under "Retail" select "Businesses". Then in the top right select "Create Business".
Details/Updates
To view details or make updates, on the Retail Business home page scroll down and find the desired Retail Business using the search bar as needed. Then hover cursor over the desired business and click on the three dots (...) that appear on the right hand side and click "Details" which will open in another tab.
Delete (Set Inactive)
To maintain accuracte sales data retail businesses cannot be entirely deleted. However, if you are no longer working with a business it can be set to inactive. Meaning you will not see it on the Retail Business homepage or receive contact reminders.
View Inactive
To view inactive Retail Businesses navigate to the Retail Business home page then click "View Inactive" in the top right. To switch back to active business simply click on "View Active" in the same location.
Create Outreach
Navigate to outreach either through table options (3 dots) on Retail Business homepage or through "Outreach" button in the top right of Business Details page.
Outreach Reminders
When submitting outreach there is a field for "Reminder Date". When this field is filled in, on monday of the week containing the selected date, an email will be sent out reminding you to reach out.
