ASM training - Exclusivity

All customers do not have access to every product we sell. For example, Cannon-beer is produced exclusively for the Cannon Group, a wholesaler, and is not available to other customers.

Consider,

• Item 1410 BEER DRINKS (CANNON) LABEL TRAY 6X33CL CAN is an exclusive item
• Item 1010 BEER CRONUS PREMIUM CRATE 24X33CL is a non-exclusive item

Customers can also be exclusive. For example, a customer may have a contract with a producer that restricts them from buying beers made by other producers. Similarly, an on-premises customer might be required to purchase beers in kegs rather than bottles.

Consider,

• Customer 40000 Deerfield Drinks is a discount retailer. The producers of imported beers have specifications that their products should not be sold through this sales channel.
• Customer 20000 Selangorian Pub is a normal customer and can sold all the assigned non-exclusive and exclusive items.

• Exclusive items can only be sold to customers who are allowed to buy it.
• Exclusive customers can only buy items that they are allowed to buy.
• Non-Exclusive items can be sold to any non-exclusive customer.

Exercise 1 – Sell to an exclusive customer

Our sales team signed an agreement with a new Customer, The Beer Merchants. We will only sell them the products from the Beer – retail list. They are not allowed to buy any other product.

1. Create a new customer with template CUST000001 Customer DOMESTIC Tax Paid.
2. Make the customer an Exclusivity Customer.
3. Add the Beer – retail list and make sure it is automatically inserted on the order entry page..
4. Verify that the customer has 8 Allowed Items and 0 Allowed Exclusive Items.
5. Create a sales order for the customer.
6. Can you sell an item that is not allowed for the customer, for instance Item 1050?
7. Now, open the order entry page and try the same. What is the difference?

Exercise 2 - Sell an exclusive item

For the CANNON Group, we already produce their private label beer in 33CL cans. We will now also produce the same product in 50CL cans.

1. Create a new item BEER DRINKS (CANNON) LABEL TRAY 6X50CL CAN by copying item 1410. Select ITEM1 as Target No. Series. Adjust fields as necessary.
2. Verify:
   • The item is exclusive
   • The item is not included in any standard sales code.
3. Include the item in the customer specific recurring sales lines for The Cannon Drinks Group.
4. Create a sales order for customer 10000 and open the Order Entry page.
5. Do you see the new item in the product list?
6. When we have the customer on the phone, we want to take the quantities for this new product directly at the beginning of the call. Use the Move Up action to achieve this.

Exercise 3 – For a non-exclusive customer, restrict non-exclusive items and allow exclusive items

Our sales team signed an agreement with a new customer, The Coffee Pub. We sell all non-exclusive items except item 1010, and only item 1410 from the exclusive items for this customer.

1. Create a new customer with template, CUST000001 Customer DOMESTIC Tax Paid.

2. Make the customer an Exclusivity Customer.

3. Create a customer specific recurring sales code for the new customer (Related > Sales > Recurring Sales Lines > Customer Specific Code).

4. Create a line for item 1010 with exclusivity type Exclude.

5. Create a line for item 1410 with exclusivity type Include.

6. Verify the details of following fields on the customer page

   • Multiple Allowed Items, excluding item 1010

   • Allowed Exclusive Items, item 1410

   • Multiple Excluded Items, included item 1010

7. Create a sales order for the customer.

Can you sell item 1010?

Can you sell item 1510?

Can you sell item 1410?

Now, open the Order Entry page and try the same. What is the difference?

The considerations for the exclusivity functionality on or before version 2402.0.0.0 is as follows:

• Based on combination of exclusive items and recurring sales lines.

• Periodic activities necessary to update the allowed items with actual situation.

• For performance purposes, setup is possible in the Disable Auto-Update Allowed Items. toggle on the Advanced Sales Management Setup page.

• From the customer page, exclusivity items can be updated.

• Differences may occur between exclusivity items and assigned recurring sales lines, specifically in terms of inclusivity and exclusivity types.

The key considerations for the exclusivity functionality after upgrading to version 2402.0.0.0 or later is as follows:

• Only based on recurring sales lines.

• No periodic activities are necessary to update the allowed items to reflect the status.

• No performance setup is necessary, the update reflects the status directly.

• Exclusivity items no longer exist as functionality.

• The allowed items, allowed exclusive items, and excluded items are directly visible on the Recurring Sales Lines list page, along with the recurring sales line code used to include or exclude each item.

To activate this functionality, it is necessary to configure the necessary settings in the Aptean Feature Control extension.

During the activation of the new feature, the following conversion will take place.

• Exclusivity item setup is added to the customer-specific recurring sales line, and if it does not exist, it is created.

• The following conversions are done based on the exclusive items and the already assigned recurring sales line. The value of the exclusive item will have the highest priority.

  • Exclusive Customer

    • Included non-exclusive item, not already assigned

    • Included exclusive item, not already assigned

    • Excluded non-exclusive item, already assigned as included in assigned recurring sales lines

    • Excluded exclusive item, already assigned as included in assigned recurring sales lines

  • Non-exclusive Customer

    • Excluded non-exclusive item, not already assigned

    • Included exclusive item, not already assigned

    • Included non-exclusive item, what is excluded in an assigned recurring sales line

    • Excluded non-exclusive item, what is included in an assigned recurring sales line

    • Included exclusive item, what is excluded in an assigned recurring sales line

    • Excluded exclusive item, what is included in an assigned recurring sales line

When activating the new feature, conflicts may arise between the current values of the exclusive items and the existing customer specific recurring sales line. In such scenarios, you will receive notification allowing you to navigate to the record. These must be resolved by updating the exclusive items or the recurring sales line to activate this feature.