Difference between revisions of "Product Database Settings"

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==Defining the configuration settings==
 
==Defining the configuration settings==
 
In order to set and change settings for articles, the user must access '''Backoffice'''-> '''Customizing''' -> '''Settings: Article Management Module'''.
 
In order to set and change settings for articles, the user must access '''Backoffice'''-> '''Customizing''' -> '''Settings: Article Management Module'''.
Click Backoffice in your menu on the cockpit page in order to access it:
+
Click Backoffice in your menu in order to access it:
 
By clicking the corresponding icon, the menu(s) and submenu(s) will be displayed or hidden.On some pages in the Backoffice you will see an icon named '''Customize'''.
 
By clicking the corresponding icon, the menu(s) and submenu(s) will be displayed or hidden.On some pages in the Backoffice you will see an icon named '''Customize'''.
  

Latest revision as of 17:50, 13 October 2014

Defining the configuration settings[edit]

In order to set and change settings for articles, the user must access Backoffice-> Customizing -> Settings: Article Management Module. Click Backoffice in your menu in order to access it: By clicking the corresponding icon, the menu(s) and submenu(s) will be displayed or hidden.On some pages in the Backoffice you will see an icon named Customize.

Customizing will change your personal settings (not the standard platform) and can be modified at any time!

The icons allow you to change the column settings for that specific page:

  • delete/hide a column
  • move a column (to the right or left)
  • validate the changes made

The drop-down menu will allow you to add hidden and additional columns.

Article Management settings[edit]

The first tab Article Management Settings allows the following changes: Depending on the settings and changes made, the user will have access or not to several options, as it follows:

  • Use Article Approval: Check box where a supplier Catalog can be chosen from the List of catalog.
  • Activate Article by Awarding: By RFX Awarding the article is automatically activated.
  • Unique Key for Article: ID+Supplier; In the application there can be articles with the same Article ID and different Suppliers. If not checked, Article ID is the unique Key.
  • Use Catalog Assignment to Template: If this option is selected (checked), the Sheet Template for an Article will be selected based on the Catalog Assignment, otherwise the link to a Sheet Template will be based on the MG of the article.
  • Copy Article New Version: If this option is selected (checked), when the Article Management Administrator or the Supplier saves an Active Article a new Inactive Version of the Article is created.
  • Manage / Display Target Market: This option represents the condition of displaying the Target Market Tab (specific view rights are furthermore needed).
  • Display Images: This option is the primary condition to display the Images Tab (specific view rights are furthermore needed).
  • Display Other Documents: Mandatory condition to display the Other Documents (QA) Tab (specific view rights are furthermore needed)
  • Display Product Certificate Documents: Mandatory condition to display the Product Certificate (Design/Layout) Tab (specific view rights are furthermore needed)
  • Display Confidential Documents: Primary condition to display the Confidential Documents Tab (specific view rights are furthermore needed).
  • Display Prices Tab: Primary condition to display the Prices Tab (specific view rights are furthermore needed)
  • Display Article History Tab: Primary condition to display the History Tab (specific view rights are furthermore needed)
  • Create inactive Version on "save" for buyer: If a user with the Role Article Management Administrator saves an Active Article and Setting is on a new inactive Version of the Article is created if also the “Copy Article New Version” is set.
  • Display Sample Check: Primary condition to display the Sample Check Tab (specific view rights are furthermore needed)

In order to save the selections made, click Save.

Start Page[edit]

The main page of the Article Management Module is the Articles List. In the tab, the user has the possibility to define the list which will be available on the cockpit page in the “Start Page” section. : To add a new list, click New. In the pop-up window, select an item, and click Save to maintain your option(s).

Norms[edit]

Certificates are specific documents for a certain supplier or site, documenting its ability to comply with certain rules. Such rules are further detailed in norms. They describe all requirements necessary to hold a certificate. In order to create a new norm, click New. In the pop-up window, select an item, and click Save to maintain your option.

Article template[edit]

Depending of the rights, a User sees here all Articles that he is allowed to view or edit. With the appropriate rights a User can perform some operations to Articles (described below).The article templates section contains more predefined article patterns. The templates can be modified: the user is able to modify the name and properties of a certain template - new business units can be assigned, comments can be inserted and so on. To edit/ modify an article template click the folder icon on the desired line. Make the changes and click the apply icon in order for your modifications to be saved:

  • Click to Enable / Disable an article template
  • Click to delete an article template

New article templates can be added. Click New. Set a name, properties and click the apply icon in order for your modifications to be saved.

It’s also important to say that the Sheet Templates can also be managed in the BO/General menu. Also, Article templates and Article sheet templates are the same.

Article copy[edit]

This page defines the behavior of ST6 when an article is copied or renegotiated.

  • Chapters: copy article in the following sections
  • My Target Market: If the “Display Target market” Setting is set and also if the view rights are appropriate, in the page will be displayed an additional part: My Target market. In the section my target market the assortment information of the target market is shown which is assigned as default BU to the respective user. The display is identical with the corresponding Target Market Business Unit from the Target Market Tab.
  • Copy all documents: If the User has the necessary rights, all Articles displayed in the list of Articles can be copied, except the deleted ones. The new Article created by copy will have the status inactive.

If checked: All active documents are copied, otherwise no documents are copied. A new Article ID is generated. Except Supplier, all other information from SKU level is copied. A new empty Target Market is created for the BU default of the User who copies. Each Article must be attached to a Catalog in order to be visible to the Users. That means that the User that wants to copy a new Article must have, besides the appropriate role/rights, write rights to at least one Catalog. If the user that copies the Article has write rights to many Catalogs, then a pop-up will appear to the User for selecting the desired Catalog for the new copied Article. The mechanism to grant permissions to catalog via the BU management is as follows: the user is assigned to a BU, and the BU is linked to a catalog with a permission to view, to edit or no permission at all. Please see the screenshot. If the BU of the user has no edit right on the catalog, then the user will not be able to edit or create an article in this catalog.

GTIN[edit]

The name stands for General Trade Identification Number and it is a code composed of 8, 12, 13 or 14 digits.

The GTIN is the ID of an article variant. An article can have different variants when for the same article ID and supplier ID exist different values of the attributes which define the variant (called the variant dimensions). Example : Article is T-shirt, attributes “size” and “color” define the variants, so “T-shirt, blue, XL” and “T-shirt, red, Small” are two variants of T-shirt.

The user is able to create a new GTIN by accessing Backoffice ->Customizing -> Settings ->Article Management -> GTIN:

  • Click New.
  • A new line representing the last created GTIN will be displayed in the list.
  • To edit it, click the folder icon which can be found in the “Actions” column.
  • Click Apply symbol to save your modifications and exit the edit mode.

Variants[edit]

The administration of the variants’ dimensions and values is available through the Backoffice -> Customizing -> Settings -> Article Management -> Variants.

The tab contains a table with the description of the variants, having in line each variant value and description. A “Language Circle” is a collection of languages used on one Packaging. Due to the size of the packaging one or more languages can be used on the same packaging or not.

The language circles created by the users will be stored in the article databases as an article attribute, so that the user can later on re-use those for other articles. For the moment, only 2 variant dimensions (attribute) “Language circle” and “Packaging unit” are defining the variants and therefore the GTINs of an article. As displayed on the screenshot.

  • Click New to create a new variant.
  • In the pop-up window select the number of variants and click to create the new variant(s).
  • Fill in all the mandatory details of the new line(s), which are marked with a red asterisk (*).
  • In order to name a particular variant, click Open symbol.
  • The default value(s) of the new created line(s) will be “Disabled”. Do not forget to save your options – click Save .