Selective distribution

Selective distribution lets you ensure that an assortment reaches only the customers you intend-large-format grocers only, independent specialists, petrol & convenience banners, or any cohort you can express with segments.

For background on composing segments themselves, consult the Segment Builder documentation in this guide.

Specify a target account (account assortments)

• Edit the assortment record.
• In the Effectivity section, pick a Target Account when this collection is meant for one branch of a hierarchy.
• Enable Inheritable if child accounts should automatically receive the same assortment without duplicating rules.
• Save the record.

Specify a target segment (segment assortments)

• Edit the assortment record.
• In the Effectivity section, choose a Target Segment created in Segment Builder.
• Save the record.

Specify specific segment rules

• Open the assortment’s Rules tab.
• Use the Segment Builder canvas to assemble advanced logic-for example chaining attribute filters.

Tip

You may combine Target Segment selections with granular rules whenever you must carve an exception subset out of an existing segment without cloning the whole definition.

Specify a single account override

Sometimes you simply need one customer in or out of an assortment.

• Open Related.
• Locate Eligibility Overrides (label may vary).
• Choose New, pick the customer, and indicate Eligible or Ineligible as appropriate.
• Optionally constrain the override using effectivity dates for temporary trials or exclusions.
• Save the row.