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product_set_up [2021/11/22 13:23] – lisa.maloneyproduct_set_up [2025/01/27 19:49] (current) – tina.robles
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 Setting up a new Product. 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. 
-  1.  Manually key products in one at a time +  - Manually key products in one at a time via Product Admin Screen 
-  2.  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. 
-  3.  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.
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-Manually Keying in a Product+ 
 +**Manually Keying in a Product**
  
 To Add a New Product, click the Add button on the bottom right.  To Add a New Product, click the Add button on the bottom right. 
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 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. 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.
 +
 +Please note that Product Number is not an editable field. If a product has been incorrectly entered, please reach
 +out to your Account Manager for assistance.
  
 {{:pasted:20210224-113447.png}} {{:pasted:20210224-113447.png}}
  
-Enter each product in one at a time by entering in the needed info for each product.   +Enter each product into the product admin screen one at a time by entering in the 
-  1. Product Name:         The description of the product +needed info for each product. 
-  2. 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. +  
-  3. 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. +    -  Product Name: The description of the product 
-  4. Brand Name:           The brand this specific product falls into. +    -  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. 
-  5. Pack:                 Number of Inner Packings. +    -  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. 
-  6. Size:                 Weight of each Inner Packing. +    - Brand Name: The brand this specific product falls into. 
-  7: Size UOM:             Defines the Size weight type. +    - Pack: Number of Inner Packings. 
-  8. Pack/Size/Size UOM:   This represents a combination field of Pack/Size/Size UOM.   +    - Size: Weight of each Inner Packing. 
-  9. Active Indicator:     This if you want this product to be visible when people build contracts +    - Size UOM: Defines the Size weight type. 
-  10. 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]] +    - Pack/Size/Size UOM: This represents a combination field of Pack/Size/Size UOM.   
-  11. 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. +    - Active Indicator: This if you want this product to be visible when people build contracts 
-  12. 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.+    - 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.  Enter in the conversion rate for other UOMs, if needed.+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}} {{:pasted:20210224-113759.png}}
  
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-The Client Defined Fields section will display if the Manufacturer has specific Product level Client Defined Fields defined.  On a new or when editing an existing record, enter in the client defined field information for the selected 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}} {{:pasted:20210224-114311.png}}
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-Upload an Excel spreadsheet (future implementation)+**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. 
  
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-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.
  
-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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 +
 **Pricing Tabs** **Pricing Tabs**
  
-Price List and Price Company- displays values as defined in [[pricing_admin|]].+**Price List, Price Class and Price Company**- displays values as defined in [[pricing_admin|]].
  
-The Price Sale tab lists the generated prices from sales data. 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.+**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}} {{:pasted:20210224-114600.png}}
  
product_set_up.1637587425.txt.gz · Last modified: 2021/11/22 13:23 by lisa.maloney

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