Product Management

Modified on: 2017-10-30 15:31:17 -0400


Catalogs are used to maintain a list of products that are purchased or sold by a location.   It provides product information for the account as well as their extended supply chain enterprise.  


Overview

Adding Products - for accounts that have their own private catalogs

  1. Add new vendor products to vendor catalog

  2. Add production items and ingredient items (generic items related to one or more vendor items) to the account catalog

Add vendor, production and ingredient items to the location catalog (all accounts)

  1. Connect ingredient products to vendor products

  2. Set active and supply status and production lead time in the template account

  3. Copy new products to all locations

  4. Create production product recipe

  5. Add new products to labels

  6. Add products to stations


Items and Products

This section provides instructions on how to add new items to Supplyit. New items are added to your account catalog before they can be added to a location catalog and used in a location (store). Items on the location level are referred to as products.

Terminology

  • Items = Account level catalog

  • Products = Location level catalog

  • Generic Products = Ingredients or packaging that are relate to one or more vendor items in a restorative relationship. These products increase when their related vendor products are purchased in a location.


Adding Items (applies to vendor, production and generic items)

New items are added to the catalog in the account console first, then they are brought into a location and configured.


From the account console navigate as follows:

  1. Administration=>Catalogs=>Details

  2. Check that the department and category for the new item exist

  3. Add new departments or categories when required

  4. Click Add to add a new item

  5. Enter the details for the item

  6. Save your changes before you move off the details screen


Vendor Products

New vendor products need to be connected to their associated generic product. This is very important for inventory.


Connecting new vendor products to generic products

Navigation>From the Supplier Location

Change from workflow navigation to the activities menu if workflow is enabled


Administration >Catalog > Products > Add

Add the new products including new vendor items and generic items that retail product is made up of.

  1. Search for the new item(s) in the catalog using keywords or the category drop down
  2. Select the item(s) to add and save changes, for production items, you will keep the I plan on supplying this item check box selected, for vendor and generic items you will uncheck the box that says I plan on supplying this item to other locations within my network.

Configuring Products

Once you have added the items to your location you will need to configure the product. Product configuration needs to be done in the following areas:

  • Product Details

  • Advanced Production (recipes)

  • Labels (groups of products)

  • Stations/Assemblies

  • Can be forced into Order Templates


Production Product

In the product details, set the product active and supply status and the production lead time. Products that are made the same day do not need a production lead time. Production lead time format is dd.hh:ss (01.00:00 = 1 day). Products that are being produced and sold should be set to active and supplied. Products that are being used as ingredients are generally not supplied. Inactive products will not appear on orders even if they are on an order template so it is important that products that are being sold are set to active and those that are not are set to inactive. 


Administration=>Catalog=>Products (use criteria to find, use the apply button to filter based on the criteria as entered) 

  1. Edit

  2. Set active status (only active items appear on orders), supplied status and production lead time (dd.hh:mm)

  3. Save changes when done

Add (ingredients are usually generic items or other recipes)

  1. The product picker will display when you select to add an ingredient. 

  2. Find the generic product in your recipe catalog (if the product is new you will need to add it to the supplier location first)

  3. Edit=>Advance Production

  4. Make sure the box at the top of the recipe that says When checked, ingredients will replenish this product is checked (this is important for generic products associated to vendor products)

  5. Click Add to find the new vendor product to add. The product must be in the location for you to add it to the generic product and configure it. 

  6. Change the catalog to the vendor catalog and find the product to add or use the any selection and keyword search

  7. Click the Select Products button to add to the recipe

  8. Enter the ratio of Vendor Case Size/# of generic item in the case size. For example if the generic product is 1 each and the case size is 144 each, if you have 1 item then you have 1/144 = .0069 of the vendor product.

  9. Save Changes

Product Recipes

Recipes are accessed under the product details page by selecting the advanced production button. 


Creating a recipe

  1. Administration=>Catalog=>Products

  2. Find the product you want to create the recipe for using the criteria and applying the filter

  3. Edit=>Advanced Production

  4. Enter the quantity the recipe will yield in the recipe header

  5. Adding recipe ingredients.

    1. ty of places throughout the site. When building recipes uncheck the active products filter to find the ingredient(s) you are looking to add to the recipe. You can add more than one ingredient at a time then enter the quantity used in the quantity box and save your changes however if you add a product you must add a quantity before adding additional products to a recipe.

  6. Removing a recipe ingredient(s)

    1. If you need to remove an ingredient, check the box to the left of the ingredient name and click remove. 
    2. Save your changes before proceeding. 

Product Labels

Labels are groups of products that are used in our product picker for filtering. They are a syncable object. 


In the Supplier Location navigate as follows:

  1. Administration=>Catalog=>Labels=>Edit/Add

  2. Find and select the products you want to add using the product picker

  3. Save Changes


Stations and Assemblies

Assemblies are a station report that can report on ingredients in a recipe. They are often used in the production process and are highly customizable. 


In the Supplier Location location navigate as follows:

  1. Administration=>Production=>Stations=>Edit

  2. To view products that are inactive, click Filter and remove the active items only selection, Apply the filter

  3. Add will bring up the product picker and allow you to add new products to the station

  4. The group is used to organize how products are displayed on the station, while the page group at the top allows you to put more than one station on the same page

  5. Save the station after adding and grouping new products, make sure that you have added the correct grouping and page group




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