An aisle, shelf or display at a customer outlet. The Merchandising Audit activity on a visit offers the outlet's account locations in its location picker, and the facing counts it writes are stamped with the chosen location. The picker lists only locations of the visited account whose Is Active is ticked. Account locations are in no app in the standard setup and have no form layout; this record is unrelated to the free-text Account Location field on the account.
Fields
| Field | Label | Type | Required | What it does |
|---|
AccountId | Account | Lookup | | The outlet the location belongs to. The audit offers only the locations of the account being visited. |
AllowInventory | Allow Inventory | Boolean | | Not read by the merchandising audit or by any stock process. |
Channel | Channel | PickList | | A classification for reporting. No values are seeded and nothing in the audit reads it. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Id | Id | Guid | Yes | |
IsActive | Is Active | Boolean | | Must be ticked for the location to appear in the audit's location picker. It has no default, so a location saved with it blank is not offered. |
LocationType | Location Type | PickList | | Shown after the name in the audit's location picker. The standard setup seeds one value, Remote; add your own values to the picklist. Values: Remote. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | The location's name as the field executive sees it in the audit's location picker, for example Aisle 3 - beverages. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
