A product can be mainly categorized into the following.
- Classified product
- A classified product is a product that cannot be configured by user. However, it can have the KBClass which holds the attributes with default value/characteristics of the product.
- Configurable product
- A configurable product is a product that can be configured by user and define the rules in order to perform the BOM explosion.
A product can be created with the following properties.
|
Property |
Description |
|---|---|
|
Name |
The name of the product must be unique in the Digital Sales Platform. |
|
Unit of Measure |
It is to assign the unit of measure of the product such as Each or Kilogram |
|
Product Status |
It is to mark the product if it is active or inactive |
|
Product Type |
It is to define the type of product if it is finished good, raw material. |
|
Product Category |
It is to organize all the products that belonged to the same category. |
|
Classified Product |
If the product is marked as a classified product, it means that the product cannot have the knowledge base to define the configuration rules. However, it can attach the corresponding KBClass to show the attributes of classified product in the configuration page. |
|
ERP ID |
The ERP ID of the product must be unique in the Digital Sales Platform. in order to map with the ERP product. For numeric ERP ID, there is a setting to set the leading zero. By default, the length of leading zero is 18. |
|
CRM ID |
The CRM ID of the product must be unique in the Digital Sales Platform. |
|
Export to CRM |
Mark this if the product has integrated with an external CRM system and to export the product to CRM. |
|
Export to ERP |
Mark this if the product has integrated with an external ERP system and to export the product to ERP. |
|
Optional Product |
|
The product or products can be created in three different ways.
- Via UI
- Via Synchronization from ERP
- Via Excel Upload
Product Creation (UI)
Step 1: Click the Products tab and click [+] icon to create new product
Product Creation via UI
Overview of Product
Product Creation (ERP Synchronization)
In order to synchronize the products from ERP system, click the System Processes ->Products Synchronization tab.
- Click to open the Synchronize Products view
- Check Product and force sync product if you wanted to synchronize all product or input the product ERP ID with ‘,’ seperator in order to sync the specific product from ERP.
Please refers the detail for each of the settings in ERP_Integration_Guide.
Synchronize Products View
Product Creation (Excel)
The product modeler can set the setting to download the excel template with existing product data to modify the existing products data or without existing product data to create new products.
Setting to download all products or empty product template
Steps:
- Click the download icon to download the products excel template
- Enter/Select the product data
Product Excel Sheet to define the product header data
- Click the upload icon to upload the filled excel file to create new products or update existing products.
Include Existing Product (Enable Setting)
- Go to Administration tab on the right panel
- Click SettingBoolean ->SettingExcelProductDownloadWithExistingProducts
- Check the Setting Value Boolean to be true
- Click Save
Setting to download all the existing products
Define Product Template
It is needed to obtain the template from In Mind Cloud's consulting team or define it with the file name, Products.xlsx. The template needs to have three sheets with an exact column name defined at the correct position.
- _MasterData
- _ProductMasterData
- Product
Example of _MasterData Sheet
Example of _ProductMaster Data Sheet
Example of Product Sheet showing Column 0 to 8
Example of Product Sheet Showing Column 9 to 14
Things to Note About:
In excel, not all the product header properties can be modified. Only those listed in the Product sheet are supported.
Customizing template to include more localization
Once you had the standard template or defined the template as mentioned in Define Product Template, the next step is to define the columns for label and comment to display the non-English language of your interest. The column name for Label and Comment must follow the naming convention starting with capital letter LABEL_ or COMMENT_ followed by two letter language code. It is needed to note that the language code (which is an external id of the language defined under Administration->Language) must be maintained in the system beforehand.
A modeler can also add new label and comment column for different languages by copying the LABEL_EN and COMMENT_EN and changing the name of the column header to be LABEL_DE and COMMENT_DE if modeler wanted to define the localization of German language.
In order to include the additional label and comment of each product for non-English language, it is needed to customize the standard Products.xlsx. The standard template can be obtained either from the In Mind Cloud's consulting team or by defining by excel as mentioned in Section 3.3.1.2. Once the standard template is available, the new columns to display the label and comment for non-English language can be defined by adding new column, LABEL_CN or COMMENT_CN following the naming convention LABEL_$$ or COMMENT_$$ where $$ is a two letters language code available in the system. The followings are the steps to configure to include labels and comments for non-English language.
Example of Product Sheet Showing Column 15 to 16
Upload Template
After defining the setting and template, the next step is to upload the template to the system.
- Go to Administration -> Content Management.
- Browse the following folder path root/excels/Product or create a similar folder structure under root folder
- Upload the Products.xlsx template that you defined previously or obtained from In Mind Cloud's consulting team.
Example of Folder Structure for Products.xlsx template
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