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Brand Manager

Distributor steps for linking a local brand to a global dsdlink brand with Brand Manager in Encompass, comparing side by side and pushing or pulling values. Needs ProductEdit permission and v23.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Pre-Conditions

  • The brand should describe the liquid.
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  • Required Permission - ProductEdit.

Steps

How to Use Brand Manager
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1. Using the Universal Search, navigate to the Brands table.
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2. Arrow into the intended Brand.
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3. On the specific brand record, click the Brand Manager tool.
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4. Search for the global brand wanting to be linked. If the brand is found in the drop-down, click on it to compare the side-by-side of the local brand to the global brand. If the brand is not found after trying various keywords, click Add New Master Brand.
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5. The side-by-side view compares the local data (Left) to the corresponding global record (Right). To pull values from global, click on the radio button on the right side. To push values to global, click on the radio button on the left side. Click 'Save Changes' when done.
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Fields And Definitions

  • Global Brand ID - The ID that is assigned to the corresponding brand record in dsdlink. If a local brand has a value in this field, that is an indicator that the product is linked.

Best Practices

  • The brand should describe the liquid.
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  • It is best to set links at the product level because it is more granular. Only use Brand Manager to interact with and edit global brands.

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