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Internal process: When we are sent a new masterfile

Rachael from Experience This avatar
Written by Rachael from Experience This
Updated this week

When we are sent a new masterfile (may also be referred to as an updated outlet list / territory list), we need to save it on the drive in the relevant company's folder.

  • Company Name

  • 1. Company Name Admin

  • 1. Set Up Information

  • Masterfile folder

And then make sure the file is shareable to rory@experiencethis.co and send to him over Jira.

Rory will then;

Review:

  • What has changed / what needs updating if not everything (sometimes they just send something specific like the new territories)

  • Are the key fields there? (ship to, name , address , type and territory)

  • Standardise capitalisation

  • Remove any characters that will cause issues

  • Check for bad postcodes

  • Decide if we want to import closed ones in or not

  • Make sure the types and territories match the platform ones (some weird caps on some here)

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