Minimum Version Required: 23.01
Steps
How to add multiple products from dsdlink Global Products
1. Navigate to the left-hand Menu
2. Click Products
3. Select Navigate to Add From dsdlink Global Products
4. Select a supplier that you want to add products for
5. Check multiple boxes and click the Add to Import Queue button. (This process is very similar to a checkout cart when online shopping.)
a. Once you have selected products, you can click the Import Products to Local Database button
b. Finalize the details on the Product Information page prior to import
7. Check the accuracy of the information and make sure that all required fields are filled out:
- Match the top row to your local *Product Type and *Package
- Fill out Dimension Fields if they aren’t already populated
- Fill out custom fields (These fields are unique to the distributor’s site)
- Fill out the Sales field
8. Repeat until all products have been reviewed and finalized
9. Click Save Changes
10. A pop-up overlay appears with a link to View New Records
11. Products are viewed and maintained moving forward directly from the Products table
Fields And Definitions
* = required field
Add from dsdlink Global Products page - This is where this process must start on the distributor’s site
Select products from Global Product page - This is where you can view what products you can add to your site
Product Information page - This lets you edit the specifics of a product before you finalize imports
Products table - This is where the list of products lives in a distributor site
Best Practices
Products are unique combinations of package and contents inside the package. If the contents are different (ABV, flavor, etc.), or if the package is different (configuration, materials, etc.) then that means it is time for a new product record.
Checking accuracy for products is a good practice. Make sure that you verify the data that is coming over from dsdlink.
Once a product has been added from dsdlink it is a good practice to look at the products table and view the product. If changes need to be made you can edit from the products page.