SupplierGenius User Guide

Transcription

1 SupplierGenius User Guide Level 1 Training Catalog Management Version 1.15

2 Overview Welcome to SupplierGenius, a cloud-based password-protected website designed to provide suppliers with the ability to manage their product data in one central online location. This user guide will explain our Level 1 training and will cover how to use your account for catalog management (changing prices, images, and other product data fields). Best Practices In order to fully capitalize on the new SupplierGenius website, we recommend suppliers follow the best practice guidelines below: 1. In a recent survey, 86% of retailers believe their customers rate excellent imaging as a key driver of sales. SupplierGenius has been designed to ensure your product data, including image quality is the highest possible, and follows the logic that better product data brings better B2B (retailer) and B2C (consumer) sales. 2. Using detail and proper categorization of your products will lead to better search results for consumers on the hundreds of retailer websites and thousands of retail buyers in the Genius Central Network. If you follow the above suggestions we believe you will increase your brand s data quality and therefore maximize your competitive positioning in our retailer network and the retail marketplace in general. We appreciate your interest in managing your product data with the new SupplierGenius website. For assistance using Supplier Genius, and for the latest online webinar training, please contact Genius Central support at x3 or by at support@geniuscentral.com 2

3 Supplier Genius - Screen Features 1. Primary Product Panel 2. Customization Tools: More/Less Button Field Change Button Field Move Button 3. Secondary Product Panel 4. Product Detail Tabs 5. Catalog Menu Button 6. Catalog Panel 7. Actions and Filters Menu 8. User Information Link 9. Save and Restore Buttons 10. Catalog Refresh Button 11. Catalogs and Specials Buttons 12. Supplier Catalogs and Order Management Tabs Image at right: The Media Library opens by clicking any one of your three image blocks. 3

4 Quick Summary of Catalog Management Main Functions Recommended Browsers Currently, the Supplier Genius website is optimized to be used with the browser Google Chrome. However, the following browsers work well although have been seen to run just a bit slower: Firefox, Safari and Microsoft Internet Explorer 9 and above. Supplier Genius is compatible on PCs, Macs and both Android and Apple smart phones and tablets. Signing On This website is password-secured and requires a user name and password to gain access. Once you have your login credentials from Genius Central, you can sign into the system. You can have multiple staff member s login to Supplier Genius using the same log in and password, however, we do recommend sending us a list of additional unique user logins and passwords for your catalog management staff. Customization Tools To customize how you view your product data, we will explain in how you can do the following: 1. Show or hide the columns listing your product data fields in your Catalog Panel using your Field Change button 2. Customize how your fields are arranged in your Primary and Secondary Panels using your Field Move button Catalog Menu Button The Catalog Menu Button quickly accesses activities you will perform most often, including: 1. + Product: Adds a single new product to bottom of your catalog panel (To publish your new item, press Save then Publish) 2. Delete: Deletes single or multiple products, you must press publish after using - Delete 3. Publish: Your final step to any product data change is to Publish. It allows you to publish to the retailer facing catalog (B2B) or both the retailer and the consumer facing catalog (B2B and B2C). We highly recommend that at the end of product editing you ensure all your products have a Publish Status equal to Published. 4. Import and Export: Editing large amounts of product data (20+ items) may be quicker using the exporting and importing features of Excel Filters Menu The Filter Box above the Catalog Panel allows you to filter products by digits in the Product Name. Control-F also opens a window in the upper right corner of the screen (in Chrome) or lower left (using Firefox) which can help find numbers and digits and highlights them for you. Specials Button The Specials Button allows suppliers to add special product discounts for specified date ranges. This feature is explained in detail below. Grade Field Upon loading your catalog into the Supplier Genius each product will receive a value. The A thru F Grade Field is an indicator of how complete your rich product data is based on a set of industry standard best-selling guidelines. You can increase your grade level by populating the missing rich data text fields and images. Higher product grades give retailers and consumers optimal details for their buying decisions related to your products. Grades will be automatically adjusted after your new product data is saved. 4

5 Media Tab/ Media Library How to auto populate images Upload your product images, nutrition labels and other supporting images in a central location using the Media Tab. Easy to use functionality allows you to assign images or label product images by digit UPC or SKUs (Item IDs) to automatically populate your images in your catalog. We suggest you name images by their digit UPCs or SKUs (Item IDs) and as a.jpg file to auto-populate your front of product images. These images will be found in your Media tab, in the Assign Image block furthest to the left titled FRONT. This will save you two steps while importing images. More details on this are listed below. How to Manage Your Catalog To Customize your fields and columns in the Catalog Panel 1. Click on the Field Change button, and when activated the icon button turns blue. 2. Then, click on the grey icons to turn them blue to create a new column for that field on the right side of your Catalog Panel. 3. To remove that field s column from the Catalog Panel, click on the blue icon until it turns grey. 4. You can also drag to customize your Catalog Columns when the Field Change button is activated. To Customize how you would like to order the fields in your Primary and Secondary Panels 1. Click on the Field Move button, and when activated the icon button turns blue. 2. Select the field you want to move and simply drag and hold it in the new location until it turns grey and then drop it in its new location. 3. Fields can be moved from column to column, row to row, from Primary to Secondary Panels. 4. When field moving is complete, click on the Field Move button again to turn it off. To Add a Single New Product to Catalog 1. Click on in the Actions Menu or in the Catalog Menu 2. There are 14 required fields needed for publishing a product. Enter the 5 fields that are required in the Adding New Product dialog box that opens: Product Name, (Wholesale) Price, Item ID, UPC and SRP. After clicking Add Product, three more fields will auto populate: Sell Pack, Order Units and Status. The final fields should then be added: Item Size, Order Minimum, Order Multiple, Short Description, Item Brand (Brand Name) and Case Pack Size before you save and publish. 3. Going over the allowed character maximums for these fields will also prohibit publishing so check the field limits at the end of this user guide. 4. Select the new product which will populate at the bottom of your catalog panel and add at least the remainder of your 14 required fields, then Save and Publish. To Delete a Product from the Catalog 1. Highlight the item, click on in the Catalog Menu to make the product s Status field equal to DELETE 2. Then press Publish to save this item on the server facing the retailers. This will delete this product from your view and the retailers view. 5

6 To Edit a Single Product (For example: to make a single price change) 1. Click and highlight the product in the lower Catalog Panel, then make all field changes in the upper Primary and Secondary Panels. 2. When your changes are complete, the save button in the upper right corner will turn from grey to black, indicating these new edits need to be saved before publishing. Occasionally you will have to exit the field you are editing by clicking in any white space to allow the save button to appear. 3. Click on save button in the upper right of the Primary Panel to save your changes before publishing. Changes will now be viewable by you only. 4. To make these changes viewable by the retailer, highlight it and any other items you want to publish and press Publish. To Export product data to Excel, Edit and then Import all changes (For example: To change 20+ fields using Excel) 1. Click on in the Catalog Menu Button on the center left side of your page. 2. Open the spreadsheet this creates and keep it in its Genius Central Standard 67 column (field) format when importing. 3. Click on in the Actions Menu or in the Catalog Menu and follow the import instructions to import as an Excel (.xls) or Excel (.xlsx) format. After importing, new changes will automatically populate in the Catalog Panel. 4. Note that there are 14 required fields needed for publishing. UPC, Item ID (SKU), Product Name, Item Brand (Brand Name), Status. SRP, Sell Pack, Item Size, (Wholesale) Price, Order Units, Case Pack Size, Order Minimum, Order Multiple, and Short Description. 5. Also ensure you don t leave required fields blank or go over the allowable field character limits, you will see an error window indicating which Item IDs (SKUs) have errors once you try to publish. Maximum field character limits are listed in the Glossary at the end of this guide. 6. While in Excel, columns AI through BM indicate keywords for Product Attributes like Low Carb and Gluten Free. Placing a 1 in these fields indicates this product is Low Carb and Gluten Free and so on, if not leave it blank. It populates the Flags field (Product Attributes) and allows retailers and consumers to be aware of any allergy and diet restriction related to this item, helping the sale of your product. 7. To avoid having Excel drop any leading zeros from your UPC and Item ID (SKU), ensure your UPC and Item ID columns are formatted as Text and your remaining columns as formatted as General. Image below: After pressing you can view your Supplier Genius spreadsheet in Excel. Below your 14 required fields are highlighted in orange and green. Note that columns F, G, H and K are hidden and not required fields. 6

7 To Load Product Images: Including Back of Product Images and Nutrition Labels (Extra Images) 1. Highlight the product you want to assign an image to and click on the More/Less Button 2. Click on the Media Button in the Secondary Panel 3. Click on one of the three Assign Image blocks to open your Media Library 4. Click to load images or drop and drag images to to send images to the bottom of your media library. You can load single or multiple images at once. 5. To automatically link front-facing images to their UPC, name them by their UPC.jpg. Then upload the images and they will auto-populate the front facing image block of each UPC named in your images. To link back-facing images to their UPC, name them by their UPC-b.jpg. 6. If you don t want to name your images by UPC, upload your images into your Media Library, click the image you want to link to the product you have highlighted in your catalog panel and select to assign it to the product. This will populate the image block you selected within the product you selected. 7. To delete this image, click on it and replace it with another in your Media Library or hover over it and click the trash can icon to delete it from that image block. To enlarge your view of the image to ensure it s the right one for that UPC, click on the magnifying glass icon. 8. Your images should be sized at 250 x 250 pixel and will be shown at this size in detail view and resized by the system at 75 x 75 pixel for thumbnail view. Image at right: The Supplier Genius Media Library showing product images Upload File button: gets images from your computer and places them in Media Library Assign Media button: assigns an image to a product after clicking on image in your Media Library 7

8 To Publish Your Product Data in Buying Genius and Web Genius 1. When you complete your product data and image editing, you have the ability to select products you would like to publish to our retailer and consumer facing catalogs. 2. After highlighting just those products you wish to publish, click 3. In the dialog box that opens, it tells you how many products have been selected to publish and allows you to publish these changes either to: (1) our consumer facing Web Genius catalog (B2C) and our retailer facing Scan Genius catalog (B2B) or, (2) only publish updates to our retailer facing Scan Genius (B2B) catalog. Nearly all of your publishing will be to the B2C and B2B option. Point of purchase displays units (POP) are one example of products you would want to publish to our B2B (retailer viewing only) catalog and not the B2C consumer facing catalog. 4. After publishing, note that the Publish Status column in your Catalog Panel will change from New or Updated to Published. 5. It is a good rule of thumb to ensure all products are listed as Published in your Publish Status column when finished editing. Supplier Genius - Specials Tab The Supplier Genius Specials Tab allows suppliers to add discounted deals for a particular time frame. Start by clicking on the Specials Tab located in the top left of your screen. Then click Specials + in the Actions Menu or Catalog Menu to open your Add New Special window. 8

9 Supplier Genius - Specials Tab (Continued) After your Add New Special window opens, go through the four steps below to create your special. Please see page 12 for each Specials Formula explained: 1. Click on Start and select a start date for your special. 2. Then click on the end date in calendar form. 3. Click on the Formula field to select a price or special 4. Select Products, click Okay to place it in your Specials list 9

10 How to Publish Your Special using Advanced Specials Features (Including Contract ID and Approval Status) 1. After clicking Okay, you return to your Specials List. 2. You can now highlight your new special and add details to the fields in the Primary Panel above it, including: Contract ID and Approval Status as shown on the right side of the image below. 3. Then as a final step, to complete this special and make it publicly viewable, highlight it and press the Publish button in your Catalog Menu button in the lower left corner of the image below. Your publish status for this special will now have the value of Published. Image below: Your Specials List showing the Specials Tab, the + Specials Button, Publish Button, Contract ID column and Approval Status column (these two fields are new) 10

11 Glossary of Field Definitions The 14 required fields needed to publish your product data are highlighted in yellow below. The maximum allowable characters in each field and the cell format in of your data columns are also listed below. Field Name: Field Definition: Character Max.: Excel Format 1. UPC...The product s number barcode Text 2. Item ID (SKU)...Unique number/code for each item... None... Text 3. Product Name...Full name of product General 4. Item Brand (Brand Name)...Manufacturer of the product General 5. Status...Status of product (New, In-stock or Discontinued)... None... General 6. SRP (Suggested Retail Price)...Suggested product price retailer sets to sell to consumers... None... General 7. Sell Pack...How items are sold by the retailer EA = each or CS = case General 8. Item Size...Description of packaging size, (e.g., 16 oz) General 9. Wholesale Price...Retailer cost for the product... None... General 10. Order Units...How product can be ordered by the retailer EA = each or CS = case Genera 11. Case Pack Size...Items sold in a case (whether sold as EA or CS what is the case size) General 12. Order Minimum...Minimum quantity for purchase from supplier... None... General 13. Order Multiple...The group quantity your product is sold in (e.g. as 1 s or 3 s, etc.)... None... General 14. Short Description...Description of Product (can be exact duplicate of Product Name) General Grade...Assigned value based on fields completed (A-F)... None... General Created...Automatically date stamps creation of product... None... General Last Change...Automatically date stamps last change to product... None... General Publish Status...Informs you if the product has been published... None... General Ship Weight...Numeric weight of product... None... General Important Note Regarding Dropping Zeros in your Excel Data: All data field cells in Excel should be General format except Item ID (SKU) and UPC which should be Text to avoid dropping the leading zeroes off your UPC and SKU numbers upon import. If UPCs or SKUs without leading zeroes are imported, this will create a new product. You will want to delete that product and import a new product in Excel. Other Rich Product Data Text Fields that are recommended you complete: Long Description Recommendations Keywords Flags/Attributes Supplement Facts Nutrition Benefit Warnings Ingredients Contains May Contain Does Not Contain Form Potency Dosage 11

12 Glossary of Drop-Down Menu Definitions Definitions of Status field drop down menu options: (Only Discontinued, In-stock and New are currently supported) 1. Back-ordered Your current product is not ready to be shipped but orders are still being taken. 2. Discontinued Your product is not being made anymore but orders still being taken until inventory runs out. 3. In-stock Your product is ready to be shipped and orders being taken. 4. New Your product is brand new and ready to be shipped and will be listed as new for 90 days. 5. On-sale Your product is on special (see Specials tab on page 9) and will be indicated as on deal with a dollar sign icon to the retailers. 6. Pre-ordered New product is not ready to be released but orders are being taken. 7. Staged Your product is being held for a certain time frame but orders are still being taken. Definitions of Publish Status field drop down menu options: 1. New Your product has just been added/ imported to your SupplierGenius.com account for the first time. 2. Ready For Publish Unpublished changes have been saved and is now ready for publishing. This is a new designation replacing Updated. 3. Published Your product has been fully published and is viewable to retailers. For Further Assistance and Training For further assistance using Supplier Genius, and for the latest online webinar training, please contact Genius Central support at x3 or by at support@geniuscentral.com 12