Admin: Product Admin: Product Admin
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.
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Manually Keying in a Product
To Add a New Product, click the Add button on the bottom right.
The editor will open at the bottom of the screen. Enter the product information into the text boxes and click Save.
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.
Enter each product into the product admin screen one at a time by entering in the needed info for each product.
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.
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.
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.
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 SetupClient Defined Field. On a new record or when editing an existing record, enter in the client defined field information for the selected product.
Remember to click Save after editing or adding a new record.
Upload an Excel spreadsheet (future implementation)
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
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.