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Discussion
The exclusivity audit must be maintained for all customers. It is required to be cleared and re-entered by the sales rep every 3 months, before the end of February, May, August and November.
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A complete Exclusivity Audit has at least one fridge listed and every category under Competitors must have at least one option selected.
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A user with the Secure Feature 'Is Exempt From Exclusivity Audit' is not required to complete an Exclusivity Audit before saving a sales order - otherwise all users are required to do it. |
Fields on the top line of the tab
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The option available depends on the status of the Exclusivity Audit.
- If the exclusivity audit is complete
- then 'Clear Exclusivity Audit to re-enter' will clear the Fridge Summary and the Competitors category lists, allowing the user to re-do the audit.
- If the exclusivity audit is not complete
- then 'Exclusivity Audit is incomplete' will display. Selecting this will not do anything.
- If the exclusivity audit has been cleared and re-entered and is now complete
- 'Exclusivity Audit Completed' will save today's date as the 'Exclusivity Audit As At' date.
Fridge Summary
At least 1 fridge must be listed to complete an Exclusivity Audit.
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