Telus TPM Documentation
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:
1. Manually key products in one at a time 2. Upload an Excel spreadsheet all at once (future implementation) 3. Set up an automated data feed from your ERP
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.
Enter each product in one at a time by entering in the needed info for each product.
1. Product Name: The description of the 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. 4. Brand Name: The brand this specific product falls into. 5. Pack: Number of Inner Packings. 6. Size: Weight of each Inner Packing. 7: Size UOM: Defines the Size weight type. 8. Pack/Size/Size UOM: This represents a combination field of Pack/Size/Size UOM. 9. Active Indicator: This if you want this product to be visible when people build contracts 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]] 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. 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.
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.
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.
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.
Remember to click Save after editing or adding a new record.
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.
Automating a Product Feed
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.
Pricing Tabs
Price List 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.
