TurnLink allows you to create and store audit information for your accounts and your products. After clicking on Actions > Products Carried in any Company Overview, TurnLink will display your Products and Folders and will indicate the current state of the Company based on past Products Carried Events that you have saved to that Company Overview.

There are several options that your company can select from in order to customize the Products Carried module for your TurnLink users via Setup > Preferences > Overview while logged in as an administrator. You may add the following columns: Retail Price, Promotion Quantity & Price,  Promotion Comment, Comment, Facings, Count, Out of Stock checkbox, Missing Tag checkbox and Cut-in checkbox. You may also flag some of these columns to be part of the ‘Clear Columns’ button that can be clicked at the beginning of a Products Carried update to clear certain columns before updating new data (e.g. Promotion information).

Updating Products Carried Data

1. Click on Products Carried tab in the Actions of a Company Overview.

2. The date field will be defaulted to the current date and time but you can move it back or forward as long as it is later than the most recent Products Carried that has happened in this Company.

3. To open all folders that are closed, you may elect to click All Products on the top of the module.

4. If a folder contains a product that is carried, the folder will be open and all products in that folder will be displayed (**see below for information on children of Regional companies). If the checkbox in the Carry column is checked, then the product has been updated from a previous Products Carried or Order.

5. To update the Products Carried, you can check the checkbox in the CARRY column for a product to indicate the Company carries that product. If you are learning the audit information from a broker, over the phone with the buyer, from a distributor report, and/or at a trade show this may be all the information that you have.



6. Depending on which columns you have turned on, you can fill in as much of the data as you have available at the time whether from a store visit or some other source of the information. If a Product is not checked as Carried, you can simply type in a retail price or other piece of information into an available field and TurnLink will auto check the Carry checkbox.

7. Similar to the Order Form, you can click any of the column headers which will copy the information from the first checked Product line in that column to all of the other checked Product lines in the current folder that have empty fields in that column. This will save time, for example, when several SKUS in a line have the same retail price point, number of facings, promotion information, or more.

8. You may click the x next to any column header and TurnLink will clear all data in that column for the current folder. Depending on how your administrator has setup your preferences, clicking the ‘Clear Columns’ link on top will clear all data in that column for all products that are checked as Carried.



9. The Comment field on the bottom of the Products Carried module can be used to record a general note about the information that you are quantifying above. If it is from a store visit you can describe things about the placement, items and any interactions or meetings that occurred. If the data is from another source you can note that source (e.g. UNFI MCB Report, Broker Audit Report, etc)

10. When you have confirmed and updated all of the information to be an accurate reflection of the Products Carried in that Company, click on the Save button to store the information.

11. TurnLink will save the inventory information for the future as well as create a Products Carried Event that will be visible in your Events area. You can drill down on the Event to see the state of the Products Carried for that Company at that point. You can filter for things that changed versus all items, create or email a PDF, and export the data into a Products Carried Template (Setup > Collateral to add a template).
**When you are in a Company Overview of a child of a Prospect or Customer that has a Regional Relationship all Products that have been marked as Carried in the Regional Company Overview will be bolded and italicized. Your TurnLink Administrator may also have setup a Company Preference that will make all products approved visible and all products not approved hidden in the folders.
**You can click the Excel icon on the top of the Products Carried Action to create an Excel Spreadsheet with existing Products Carried data for the Company. You can also toggle over the Excel icon and select the Numbers icon instead if you wish to create an Apple Numbers friendly version of the spreadsheet.

TurnLink allows you to create and store audit information for your customers and the products they carry.

Updating Products Carried Data

From the Company Overview select 'What would you like to do? > Perform an audit':

There are several options your company can select in order to customize the audit form via Setup > Preferences > Overview while logged in as an Administrator. Based on these selections your form may contain the following columns:

• Comment (e.g. 'shelf placement eye level')
• Retail Price
• Promotion Quantity & Price (e.g. 2 for $5)
• Promotion Comment (e.g. with coupon)
• Facings
• Units (inventory count)
• Out of Stock checkbox
• Missing Tag checkbox
• Cut-in checkbox

You can search for products based on name, folder, UPC etc, or locate them on the form within the applicable folder.

*All or some of your products may not be automatically displayed, depending on which products are carried in that company. Either way, all of your folders will be visible and clicking on any of the folders will load all products within.

*If you are in a child record of a Regional company you can view which products are authorized in that region as they will be bold and italicized on the form. Your TurnLink Administrator may also have setup a preference that will make all products approved visible and all products not approved hidden in the folders.

Use the 'Void/Carry' slider to indicate the products that are carried.

The Comment field on the bottom of the form can be used to record a general note about the information that you are quantifying. If it is from a store visit you can describe things about the placement, items and any interactions or meetings that occurred. If the data is from another source you can note that source (e.g. Broker Audit Report).

Once done click 'Complete' and the audit will be placed in the company's Event history:

Additional Information and Shortcut Tips:

- The audit form will always contain the most recent audit data so you need only make applicable updates. If you wish to clear the previous audit data you can do so for the entire form by clicking the menu icon to the right. You can also open/close all folders and export/import your audit form from this menu:

- You can clear audit fields within a specific product folder vs the entire form by choosing the menu icon for that folder and selecting the fields you want to clear. You can also mark all items within the folder as carried/discontinued from this menu:

- An audit will automatically be created if there is an order placed for a new item unless the sample checkbox is checked.