This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Feature | Notes |
|---|---|---|
| 16 APR 2020 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update.
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Work with Distributor Modelling and Pricing
Manage distributors and their relationships with other accounts. You can identify an account as a distributor, map the account-distributor relationship, and create the relevant associations with price books and assortment lines.
Uptake Segment in Mobile Sync Logic
Most objects included in sync follow direct data relationships to either route, account, or appointment. Your sync package includes contract templates and condition templates, though these two objects have no direct relationship to route, account, or appointment. To improve sync performance and optimize the data relevance in your mobile application, the contract templates and condition templates in your sync package are now automatically filtered based on the segment value of your route.
You can now benefit from the following enhancements:
- Contract history generation via row copy, enhancing the extensibility of these contract details.
- Assigned segment values for key objects assortment plan, shopping cart template, promotion program, and contract template now carry through to the child objects generated (assortment, shopping cart, promotion, contract) when publishing these key objects.
Schedule and run ESS jobs for only a set of accounts, routes, and other associated data. You can run ESS jobs with an input parameter by segment so that only the desired data is selected for the ESS job.
Segment commonly represents a business division or a sales market. Management of your data by the segments such as an individual division or market can bring a lot of operational efficiency.