Where can I review my locations and manage the products they carry?

Locations provides real-time status updates for the locations you serve and also makes it easy for you to request that they carry new products.

You can either submit product requests using the portal, or generate a Price Book template for selected locations to manually enter and upload product requests into the portal. Watch a quick overview below:

💡 To learn more about Price Book templates, click here: Submitting a Price Book Template.

Searching and Filtering 

By default, the table displays locations that have had updates within the past 30 days (Last Modified). Store updates can include: 

• New store openings 
• Permanent closures 
• Temporary closures 

You can view a complete history of all locations - including data from previous years - by changing the default from 30 days to All. Also, use the search bar and other filters to find specific locations by retailer, location name, address, or products: 

💡 If locations are not being displayed within the table, set Last Modified to All.

Submit a Product and Location Request 

To add products to locations: 

1. Select Open, Schedule Open, or Temporarily Closed locations, then click Add to my selection: 
   
2. Towards the bottom of the page, click Add Product: 
   
3. Type your product name in the Product field. A dropdown will appear after the first 3 characters are entered. Either:
   1. Select an existing product from the list:
      
   2. Create a new product by clicking the + Create option. Type the product's name and enter a 12-digit UPC, then click Save Product: 
      

      💡If the product UPC already exists in the system, you'll get a message indicating a potential duplicate. Hit Yes to accept the product. Hit No if you need to enter a new product UPC.

4. Edit and confirm each product's UPC, Wholesale Cost, and Suggested Retail Price, then click Continue: 
   
5. Choose the Requested Effective Date to indicate when you’d like your product(s) to become available at the selected store(s). then click Continue:
   

   1. You can add more locations to the selection - use the Select Retailer dropdown, search bar, or filters to help find the location(s) you are looking for. Select them, then click Add:

      ⚠️ Don’t see your retailer? They may use a different “Corporate” name listed on their website. If you still cannot find your retailer then please contact our support team.
      
      💡 Click More Filters to clear your filters:
      

6. To review or remove any selected locations, go to My Selection, then either hover over a store and click the trash can icon, or select multiple locations and click Remove from my selection:
   
7. Add any special instructions or comments in the Comments field. For example, you may want to note that you are taking over from another vendor. To make changes, select Prev to return to the previous steps. Use the Selected Products tab and Locations Submitted tab to review your request before clicking Submit:
   

Your PMR ID will be provided once the request is successfully submitted. The ID will help you track the request's status.

View Location Price Books 

To request products be added to a store(s) using a more manual approach, download a Price Book template for selected location(s). A Price Book template will be pre-populated with the relevant retailer and store information. You can then enter information for each product you're requesting be added to the selected store(s), such as the product name, suggested retail cost, wholesale cost, and requested effective date.

Using the table found on Locations:

1. Select a store or set of locations, then click Add to my selection: 
   
2. Toward the bottom of the screen, click Generate Price Book: 
   

💡 For more information regarding the Price Book Template, click here.

This will download the Price Book template as an XLSX file to your device. Once the template has been filled out and saved, navigate to Price Book > Price Book Upload, and upload the file to the portal by selecting Upload Price Book: