Settings for products

Defining the content and layout

As a user of the Article Management you will be able to define and personalize the content and layout of the Article section and options.

Creation of catalogs

One User can see only the Articles from Catalogs he is linked to. The link between a User and a Catalog depends of the type of the Catalog (Business Unit or Supplier) and the assignments (Business Unit or User).

A certain Catalog can have many Business Units assigned. The assignment of Business Units to a Catalog is made in Back Office -> Settings P&O Module, in Company Catalog tab.

The visibility of a Business Unit Catalog for a certain user is given by the intersection of the Business Units of the User and the Business Units of the Catalog.

• To create a new catalog, click New catalog icon.
• Select the item and click Apply.
• To view/ edit a catalog’s attributes/ properties click the folder icon in the actions column.
• Make your changes, and click Save.
• Click Back to overview in order to return to the list of catalogs.

Creation of Article sheet templates

Management of the Sheet templates is made in Back Office -> Settings -> General Sheet Templates Overview Tab.

A Sheet Template defines which fields will be displayed (defines the layout of the flexible part of the page) in a page. A Sheet template consists of one or many Sections and inside each Section can be one or many predefined Attributes.

There are two types of Sheet Templates which are used for Articles: “Product” and ”Assortment”.

The Sheet Templates of type “Product” are used to define the Article Detail page. The Sheet Templates of type “Assortment” are used to define the Target Market page: The Target Market is used to store the answers from the different BU, one Article can have several TM, one for each BU participating in the project if the Article Data Base is used in coordination with the RFx module.

• In order to create a new Sheet Template click New.
• Click Open folder to edit the new product / sheet template.
• Click Save in order to save your changes;
• Click Undo to cancel/ undo your modifications.

Creation of Article sections

A Sheet template consists of one or many Sections. Sections are the generic names for the Groups of Attributes to be displayed.

In order to create a new Section inside of a Sheet Template, the user will access the Sections icon on the particular line (Sheet Template):

• To create and define one or more Sections inside of the Sheet Template, click New .
• Sections must be activated in order to be displayed.From the list displayed in the pop-up window, select one or more items and click Apply.
• The newly selected sections will be displayed in the Sections’ list.
• For each Section, there are several available options:
  • Click the corresponding icon in order to adjust the Section’s features / attributes
  • Click the corresponding icon in order to delete the Section(s)
  • Click the corresponding icon to move up/down in the list the selected section(s)
  • Click the corresponding icon in order to add a new subsection to a certain section:

Creation of Article attributes/features

For each Article, if needed, for each Business Unit of the Client different information can be stored (Prices, Local names, Quantities, etc.). This defines the Target Market (Assortment) concept. In order to support comparisons the Target Markets are displayed horizontally while the Attributes are shown in the sequence of the sections (vertically).

Target Market page is editable also when the Article is in status active. To each Article different Objects, Properties and flexible Attributes are assigned, for example: documents, images, prices, milestones, sample checks.

Properties and flexible Attributes can be found in the tab Article Details and Target Market (if the settings were set and the tab will be available). Inside a Section of a Sheet Template one or more attributes/ Features can be added (active Attributes) and those can be sorted as wanted. One Attribute can be used only once in a Sheet template.

• Click New in order to add new attributes. From the list of Article Attributes / features displayed in the pop-up window select the desired items and click apply to add the new attributes.
• The selected features will be displayed in the Attributes list of your Section"
  • Click Delete icon in order to delete the Attribute(s)
  • Click Arrows symbol to move up/down in the list the selected attribute(s).