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--- product_set_up [2015/09/14 17:26] – lisa.maloney
+++ product_set_up [2025/01/27 19:49] (current) – tina.robles
@@ Line 1: / Line 1: @@
 __**Admin: Product Admin: Product Admin**__
-{{:pasted:20150608-200650.png}}
+{{:pasted:20210224-113223.png}}
+-----
+To view information for an existing Product, highlight the product row in the grid to view the product information in the Fields below the grid.
 Setting up a new Product.
-There will be 3 ways to set up a new product.  We'll go through all 3 in detail:
+There will be 3 ways to set up a new product.  We'll go through all 3 in detail.
-.  Manually key products in one at a time
+  - Manually key products in one at a time via Product Admin Screen
-.  Upload an Excel spreadsheet all at once (future implementation)
+          *  Should only occur if you do not have a data feed or you need the product in the system prior to its availability in its data feed.
-.  Set up an automated data feed from your ERP
+          *  If you’re sending the data via a data feed, the product number must match how it will be setup in your ERP system otherwise duplicates will be created.
+  - Upload an Excel spreadsheet all at once (future feature in the application).
+  - Set up an automated data feed from your ERP via 1030 Product feed. 1030_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.
 ----
-Manually Keying in a Product
-{{:pasted:20150812-150437.png}}
-You can enter each product in one at a time by entering in the needed info for each product.  Let's go through all the fields:
+**Manually Keying in a Product**
-. Product Name:         The description of the product
-. Product Number:       The number you typically use to define the SKU number.  Some mfgrs use the full 14 digit GTIN, some use a UPC, some use a much smaller number to help people remember it.
+To Add a New Product, click the Add button on the bottom right.
-. GTIN:                 The industry is going in this direction. This is the Global Tracking Identification Number.  It's nice to have since more and more people are using it.
+{{:pasted:20210224-113325.png}}
-. Brand Name:           The brand this specific product falls into.
-. Pack:                 Number of Inner Packings.
+The editor will open at the bottom of the screen.  Enter the product information into the text boxes and click Save.
-. Size:                 Weight of each Inner Packing.
-: Size UOM:             Defines the Size weight type.
+To Edit an existing Product record, click the product row in the grid and the Editor will display.  Edit the fields that need to be changed and click Save.  Click Cancel to revert changes.  To close the editor, click the X on the top right.
-. Pack/Size/Size UOM:   This represents a combination field of Pack/Size/Size UOM.
-. Active Indicator:     this if you want this product to be visible when people build contracts
+Please note that Product Number is not an editable field. If a product has been incorrectly entered, please reach
-. Default Price:       Average price of this product which will be used in determining Probable Exposure[[probable_exposure_explained]], reporting, and Rate Conversion[[rate_conversion_explained]]
+out to your Account Manager for assistance.
-. Default Selling UOM: What do you typically sell this product by?  Is it by the pound, by case?  The dropdown comes from the UOM's the Admin person set up for your company in the UOM Type Admin section.
-. UOM Rates:           Now that you picked your default UOM, here you can enter the conversion factors.  For example in the picture above we're saying there are 72 little cereal boxes in this case and the whole case is 10 lbs.
+{{:pasted:20210224-113447.png}}
+Enter each product into the product admin screen one at a time by entering in the
+needed info for each product.
+    -  Product Name: The description of the product
+    -  Product Number: The number you typically use to define the SKU number.  Some mfgrs use the full 14 digit GTIN, some use a UPC, some use a much smaller number to help people remember it.
+    -  GTIN: The industry is going in this direction. This is the Global Tracking Identification Number.  It's nice to have since more and more people are using it.
+    - Brand Name: The brand this specific product falls into.
+    - Pack: Number of Inner Packings.
+    - Size: Weight of each Inner Packing.
+    - Size UOM: Defines the Size weight type.
+    - Pack/Size/Size UOM: This represents a combination field of Pack/Size/Size UOM.
+    - Active Indicator: This if you want this product to be visible when people build contracts
+    - Default Price: The is the price that will display on the contract in the field Item Price. This value comes from what is provided in the 1030_product file.
+    - Default Selling UOM: What do you typically sell this product by?  Is it by the pound, by case?  The dropdown comes from the UOM's the Admin person set up for your company in the UOM Type Admin section.
+    - UOM Rates: Now that you picked your default UOM, here you can enter the conversion factors.
+Enter the Selling UOM and UOM Rate information. Once the Default UOM is selected the UOM Rate will default to 1.
+If the default UOM is anything other than Case, Case value will be a decimal. i.e. Default UOM is each, there are 4 eaches in a case, Case value would be .25.
+{{:pasted:20210224-113759.png}}
+If the Product is a Private Label, select the Private Label Group from the dropdown.  When this product is added to a contract, it will be visible on the Distributor Billback Letter only for companies within the selected group.
+{{:pasted:20170516-094338.png}}
+**PPG Product**
+A product can be set as a PPG.  To do this, create a product grouping definition, then a product can be assigned to that PPG Group by selecting it in the PPG Group dropdown.  A PPG group can be assigned to ONLY ONE product.
+The PPG Product assigned to the group in product admin will AUTOMATICALLY be assigned to the PPG group.  This product will NOT display as a member of the PPG group in product grouping association.
+The PPG product can not be directly added to a contract, but the PPG Product Group can be added.
+Retail claim lines that come in at the PPG product level can be settled by mapping the lines to the PPG's product sku.  The PPG sku behaves as any other SKU on the claim side of things. NOTE: Fixed price and percent contracts, which depend on having a price for the sku will work only if the client submits pricing for the PPG's sku.
+Clients with price lists will be able to submit pricing for these PPG skus the same way they would for a regular product.
+-----
+**Client Defined Fields**
+There will be 2 ways to manage the Product Client Defined Fields.
+    * Manually key in the Client Defined fields on the product one at a time via Product Admin 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 number must match how it will be setup in your ERP system otherwise duplicates will be created. The product number is the key for the Client Defined Field.
+    * Set up an automated data feed from your ERP via 1031 Product feed. 1031_product_cdf_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: Client Defined Fields**__
+The Client Defined Fields section will display if the Manufacturer has specific Product level Client Defined Fields defined via the Admin  Client SetupClient Defined Field. On a new record or when editing an existing record, enter in the client defined field information for the selected product.
+{{:pasted:20210224-114311.png}}
+Remember to click Save after editing or adding a new record.
 ----
-Upload an Excel spreadsheet
+**Upload an Excel spreadsheet (future implementation)**
-If you have hundreds of products you probably don't want to key them all in manually one at a time.  Here you can load them all at once.
+Streamline your product management with our upcoming feature: Excel spreadsheet uploads. Perfect for businesses with extensive catalogs, this tool will allow you to effortlessly import hundreds of products in one go, saving you valuable time and effort.
+Key Benefits:
+• Efficiency: Import your entire product range in seconds
+• Accuracy: Minimize errors associated with manual data entry
+• Flexibility: Easily update multiple products simultaneously
+Stay tuned for the launch of this powerful feature, designed to make managing your large inventory a breeze.
 ----
-Automating a Product Feed
+**Automating a Product Feed**
+We offer a streamlined solution to automate your product catalog management through a direct integration with your ERP system. The 1030 automated product feed can be configured for daily or weekly updates, ensuring your product list remains current and all new items are immediately available for contract creation.
+If you are interested in implementing this efficient solution, our technical team is ready to guide you through the setup process. Please contact your Account Manager to discuss next steps.
+-----
+**Pricing Tabs**
+**Price List, Price Class and Price Company**- displays values as defined in [[pricing_admin|]].
+**Price Sale** - lists the generated prices from sales data (1040_Sale data feed). We generate two prices from every line of sale data, that way we know what price to use for FOB contracts / Delivered contracts. If there is no “freight”, then the FOB and Delivered prices we generate will be the same because that’s what the data says. If there is freight, those FOB / Delivered numbers will be different.
+{{:pasted:20210224-114600.png}}
-If you have the technical resources available, we can work with you to set up an automated feed right out of your ERP system that updates your product list daily/weekly.  This way you don't have to worry about missing out on new products not being available for contract creation.  Please call us if this is the route you want to take.

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