Minimum Version Required: 23.07
Pre-Conditions
The following workflow assumes you already have Suppliers setup in your system
Steps
How to use Brands table
1. Using Universal Search, navigate to the Brands table
2. Click the Sub Tables button to view Products and Assets
3. Click the Add Brands button to add a new Brand
4. Click the Brand Manager button to manage an existing brand
This links to the dsdlink Global Products Database
Used to update characteristics, images, and more
How to create a new Brand
1. Using Universal Search, navigate to the Brands table
2. Click the Add Brand button
3. Enter values to all required and applicable optional fields displayed in the New Brands form and click the Add Record button when complete
The Brand Family field is pulled from the Brand Family table. This sits between the Brand and the Supplier in the hierarchy in order to group Brands for reporting purposes
4. Add Products to the Brand by clicking the Sub Tables button and selecting Products from the menu
Click the View button to view the Products table, filtered by the Brand
Click the Add from dsdlink Global Products to view the Products filtered by the matching Brand in dsdlink Global Products
Click the Add Products button to manually create a new Product
Click the Hide button to hide the Products Sub Table from the record
5. Add Assets to the Brand by clicking the Sub Tables button and selecting Assets from the menu
Click the Add Assets button to manually create a new Asset
Click the Hide button to hide the Assets Sub Table from the record
How to manage an existing Brand
1. Using Universal Search, navigate to the Brands table
2. Search for a Brand by applying filters to the column headers
To search by Name, click the Brand column header and enter the name in the field provided
Other search options include sorting in ascending or descending order on Brand Name, Status, Supplier, and more
3. Once you’ve found the Brand, click the Brand Manager button under the Brand Manager Tool column header
4. The Brand Manager allows you to compare the data in your database against the master data set in the Global Products PIM
Refresh the Brand Logo
Add a Sell Sheet (if available)
Update fields such as ABV, Style Family, and Description
5. Click the Save Changes button when complete
How to use Brand Families
1. Using Universal Search, navigate to the Brand Families table
2. Click the Sub Tables button to view Brand and Assets
3. Click the Add Brand Families button to add a new Brand Family
4. Enter values to all required and applicable fields displayed in the New Brand Families form and click the Add Record button when complete
Best Practices
A new Brand can be created from a top-down or bottom-up approach to the Products hierarchy - meaning, you can start creating a product, then create the brand, followed by the Brand Family and Supplier, OR Start by creating the Supplier, then the Brand Family, Brand, and Products under it
Brand Families provide a layer between Brands and Suppliers in the Products hierarchy in order to more accurately report on and control products
Related Resources: