---
title: "How to Use the POS Materials Module"
canonical: "https://resources.shelvz.com/space/KB/209682434/How%20to%20Use%20the%20POS%20Materials%20Module"
format: markdown
---
## **POS Materials Module**

### 🎯 **Objective**

> Macro (excerpt)
> 
> The **Point** **of Sale Materials **module delivers a dynamic solution for managing Point of Sale Material by enhancing visibility into material availability and condition. The POSM Module streamlines material management, allowing users to efficiently track, add, and audit materials while ensuring their quality and readiness for impactful promotions.

### 📘 **Instructions**

#### **Step 1: Enable the Module**

Ensure the **POSM** module is enabled in the **Access** **Rights**.

Next, provide access to admins and field reps’ accounts to the module from **Access** **Rights** > **Groups.**

1. **Portal Level:** Enable for admins.
2. **Mobile App Level:** Enable for field reps.

####  **Step 2: Configure the Module**

1. Go to the **Merchandiser** page, click on the **POS Materials **tab in the left-hand menu to reveal the sub-menu, and click **Setup**.
2. **Setup** the **Activation Type: **
  - Click on the + button.
  - Fill in the required details.

**Examples** are New Product Promo, Seasonal Promo, etc.

3. **Setup** the **Material Type**:
  - Click on the + button.
  - Fill in the required details.

**Examples** are Floor Stickers, Window Clings, etc.

4. **Setup** the **Reasons**:
  - Click on the + button.
  - Fill in the required details.

**Examples** are Perfect Condition, worn, broken, etc.

5. **Define** the **Activation**:
  - Navigate to the **Allocations** tab under the POS Material section and click on **Activation**.
  - To add manually:
    - Click on the + button.
    - Fill in the required details.
  - To add in bulk:
    - Click on the upload button.
    - Select **Add**.
    - Download the **template.**
    - Fill in the required information.
    - Upload the file.
    - Select **Add** **Missing** **Data** if you’re adding additional items or **Replace** **All** if you need to delete all previously uploaded items and add the new ones from the uploaded sheet.
  - **Update **the uploaded items** manually:**
    - Click on the **Edit** icon next to the created item.
    - Update the information.
  - **Update **the uploaded items in** bulk:**
    - Click on the upload button.
    - Select **Update**.
    - Download the **template.**
    - Fill in the required information.
6. **Define** the **Material**:
  - Navigate to the **Material** tab.
  - To add manually:
    - Click on the + button.
    - Fill in the required details.
  - To add in bulk:
    - Click on the upload button.
    - Select **Add**.
    - Download the **template.**
    - Fill in the required information.
    - Upload the file.
    - Select **Add** **Missing** **Data** if you’re adding additional items or **Replace** **All** if you need to delete all previously uploaded items and add the new ones from the uploaded sheet.
  - **Update **the uploaded items** manually:**
    - Click on the **Edit** icon next to the created item.
    - Update the information.
  - **Update **the uploaded items in** bulk:**
    - Click on the upload button.
    - Select **Update**.
    - Download the **template**.
    - Fill in the required information.
7. **Define** the **POSM:**
  - Navigate to the **Branch** tab.
  - To add manually:
    - Click on the + button.
    - Select **POSM** or **Competitor POSM** based on whether you are adding a **family POSM** or a **competitor POSM**.
    - Fill in the required details.
    - Upload the file.
  - To add in bulk:
    - Click on the upload button.
    - Select Add**.**
    - Select **POSM** or **Competitor POSM** based on whether you are adding a **family POSM** or a **competitor POSM**.
    - Download the **template**.
    - Fill in the required information.
    - Upload the file.
    - Select **Add** **Missing** **Data** if you’re adding additional items or **Replace** **All** if you need to delete all previously uploaded items and add the new ones from the uploaded sheet.
  - **Update **the uploaded items** manually:**
  - Click on the **Edit** icon next to the created item.
  - Update the information.
  - **Update **the uploaded items in** bulk:**
    - Click on the upload button.
    - Select **Update**.
    - Select **POSM** or **Competitor POSM** based on whether you are adding a **family POSM** or a **competitor POSM**.
    - Download the **template**.
    - Fill in the required information.
    - Upload the file.

#### **Step 3: Configure the Mobile App**