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--- product_grouping [2018/10/11 10:48] – lisa.maloney
+++ product_grouping [2025/01/27 20:06] (current) – tina.robles
@@ Line 1: / Line 1: @@
 __**Admin: Product Admin: Product Grouping Admin**__
-{{:pasted:20150609-191821.png}}
+{{:pasted:20201223-110039.png}}
 -----
 The Product Grouping is broken out into two screens:
-**The Product Grouping Definition Admin is where the Groupings are defined and organized into a product grouping hierarchy.**
+**The Product Grouping Definition is where the Groupings are defined and organized into a product grouping hierarchy.**
-**The Product Grouping Association Admin is where the Products will be added to the previously defined Groupings.**
+**The Product Grouping Association is where the Products will be added to the previously defined Groupings.**
 -----
 __Finding Records with the Hierarchy__
-To find where a Product is within the hierachy, select (highlight) the row within the grid.  Then click the Cycle through item in Hierarchy button.  Each time the button is clicked, it will move through all locations in the hierarchy where the selected row is a member.
+To find where a Product is within the hierarchy, select (highlight) the row within the grid.  Then click the Cycle through item in Hierarchy button.  Each time the button is clicked, it will move through all locations in the hierarchy where the selected row is a member.
-{{:pasted:20171110-133645.png}}
+{{:pasted:20201223-110128.png}}
 There is also an option to Expand All and Collapse All of the hierarchy.
-{{:pasted:20171110-133653.png}}
+{{:pasted:20201223-110149.png}}
 -----
-__**Product Grouping Definition Admin**__
+__**Product Grouping Definition**__
-This is where you build out the groupings in your Product Grouping Tree. Just click add and enter in all your various product groups/segments. In this example, the manufacturer's products all fall under these  Major Groupings.
+There will be 2 ways to manage the Product Grouping Definition. We will go through both
+in detail:
-{{:pasted:20181011-104258.png}}
+. Manually key in the Product Grouping Description one at a time via Product
+Grouping Definition Screen
+  * Should only occur if you do not have a data feed or you have added the product prior to its availability in its data feed.
+  * If you’re sending the data via a data feed, the product group cd must match how it will be setup in your ERP system otherwise the product will error and create a master feed exception.
-----
+. Set up an automated data feed from your ERP via 1033 Product Grouping.
+_product_group_yyyymmddhhmmss.csv (Best Practice)
+  * Please reach out to your Account Manager for our Preferred File layout to set this up. Account manager will loop in Project Manager to establish this feed if not already setup.
-You can build out sub groupings as well.  In this example the manufacturer has sub groupings under the Dessert grouping (Chocolate, Ice Cream, and Ice Cream Shop).  These are also added in the Product Grouping Definition section.
+**Product Grouping Definition: Manual Entry**
-----
+Go to Admin>Product>Grouping Definition. The Product grouping definitions are
+defined and organized into a hierarchy on this screen. To enter a new product group,click Add. This will open the Create new Definition editor on the right. Enter the Grouping Definition and Grouping CD and click Save.
-On the right hand side you then build out the Product Grouping Hierarchy.  In this example we'll drag the three sub groupings mentioned above into the Dessert grouping. Just left click and hold down the click and drag the grouping into any other grouping to build the actual hierarchy.
+Please note, if you are managing the product group association via the data feed, the
+product group CD must match the grouping code coming over on the 1030_Product
-{{:pasted:20181011-104412.png}}
+feed or it will create a master feed exception.
-You can build out as many levels of the Product Grouping tree as you like.
+{{:pasted:20201223-110709.png}}
-Don't forget to click Save!
-----
-__**Product Grouping Association Admin**__
+The newly entered group will display on the grid.
-To add Products to the Product Groupings previously defined, navigate to the Product Grouping Association Admin screen.
+{{:pasted:20201223-110832.png}}
-The grid will display all products.  The first column indicates if a product is a member of a grouping.  If false, the product is not yet assigned to a group.  If true, the product is assigned to a group.  Select a product row then click the Cycle through item in Hierarchy button and the product grouping hierarchy on the right will display where that product is in the hierarchy.
-{{:pasted:20181011-104619.png}}
+To move that group into an existing hierarchy, click the row and drag and drop the group to the desired location. Once a group is moved into a hierarchy the changes are automatically saved.
+{{:pasted:20201223-110944.png}}
+If an existing group need to be edited or made inactive, click the group row and the editor will display on the right.  Click Save after making changes or click Cancel to revert changes.  Clicking the X will close the editor.
+Please note, the grouping CD cannot be edited in the application. If changes are required, please reach out to your Account Manager so a ticket can be submitted with our developers for an update.
-The product definition and product information is displayed in alphabetical order by name followed by product group number or product number.
 ----
-To add a product, select the product and drag it to the appropriate place in the hierarchy.  In the example below, Corn Flakes is being dragged to the Breakfast - Boxed grouping.
+__**Product Grouping Association**__
-{{:pasted:20150901-160433.png}}
+There will be 2 ways to manage the Product Grouping Association. We will go through
+both in detail:
+. Manually drag and drop the product into its group.
+   * Should only occur if you do not have a data feed or you have added the product prior to its availability in its data feed.
+  * If you’re sending the data via a data feed and product grouping cd is different than how you manually entered it, the feed will overwrite and change the associated group per the data feed.
+. Set up an automated data feed from your ERP via 1030 Product feed.
+_product_yyyymmddhhmmss.csv (Best Practice)
+  *  Please reach out to your Account Manager for our Preferred File layout to set this up. Account manager will loop in Project Manager to establish this feed if not already setup.
+**Product Admin: Manual Product Grouping Association**
+To manually manage the Product to the Product Groupings association as defined above, navigate to the Grouping Association screen. The grid displays all products on the left and the hierarchy on the right. The first column indicates if a product is a member of a grouping. If false, the product is not yet assigned to a group. If true, the product is assigned to a group. Select a product row then click the Cycle through item in Hierarchy button and the product grouping hierarchy on the right will display where thatproduct is in the hierarchy.
+{{:pasted:20201223-111501.png}}
+The information in the grouping hierarchy is displayed in alphabetical order by name followed by product group number or product number.
+To add a product to a grouping, select the product row and drag and drop it to the appropriate place in the hierarchy. The hierarchy member will highlight blue to indicate where the product is being placed. To help locate a product, the columns can be sorted and filtered.
 Click Save after making updates!
+**Important Notes**
+. A product can only be in a single place in the hierarchy.
+. If you have a multi-level hierarchy, the product needs to be placed in the lowest level of the group in the hierarchy if you are planning your contracts at the group level.
+  * Using the screen shot example above, if product is placed in the Dairy group, the product would only be valid on the contract where the Dairy group or the individual product was added at the sku level. If the product was placed in the Cheese group, the product would be valid on the contract if the Dairy group or the cheese group or the individual product was added at the sku level on the contract.
+. If you move a product from one place to another and save, the product will only be in the last group that it was dropped in.
+If you have any questions or concerns about where your product should be placed in
+the product hierarchy, please reach out to your Account Manager for further information.

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