Connect Maintenance Guide

Product Maintenance Guide

© 2020 Palmer-Donavin 052220

The Connect Product Maintenance Guide is to be used as a reference when new products are set-up in Eclipse. All new products will follow Steps 1 - 5. All WebReady products will follow Steps 1 - 6. Following these steps is critical, as it affects what the customer sees on Connect and will also affect Sales Reporting. Any new Product Lines added will require a discussion between the Purchaser, the Director or Purchasing and the Vice President of Marketing about how and where the item(s) will be categorized. Please do not create new Manufacturer Names, Category Names or Family Names without having a discussion with the appropriate people.

Product Maintenance SOP

New Product Set-Up | WebReady

1. Defining a product as WebReady means that product will be available on Connect for customers to view and/or purchase. WebReady does copy over when you copy products, so you MUST review this EVERY TIME you set-up a new product. WebReady From the Product Maintenance screen hit Alt-F1 . If the product should be on Connect, type WEBREADY in the field. If it should not be on Connect leave the field BLANK or hit the End key and backspace until WEBREADY is gone. Please Note: • When adding or removing keywords you may affect the line position of WEBREADY. Be sure to check Alt-F1 before exiting the product to ensure the product is still WEBREADY if need be. • If changing multiple fields in the Product Maintenance file (changing descriptions, keywords, WEBREADY) make the field changes first and escape out of the product, then make the WEBREADY change. If done all at once some of the changes will not occur. Reasons an item is NOT WebReady Call for Price Items

Samples Displays Discontinued Items (At appropriate time)

New Product Set-Up | Mandatory Fields

2. Every product must have a Manufacturer field and a Category field completed. From the Product Maintenance screen, hit Alt-A , Alt-C . Manufacturer Field Hit F10 for a drop-down list and choose the correct Manufacturer

Incorrect

Category Field Hit F10 for a drop-down list and choose the correct Category

Incorrect

New Product Set-Up | Mandatory Fields

Pay to ID Field Enter the Vendor ID for the specific Vendor. The ID number can be found in the Vendor Maintenance Screen.

New Product Set-Up | Collection Fields

3. If a Manufacturer clearly defines a Collection for a particular product, the Collection and color field MUST be completed. It is very important to format the Collection the EXACT way the manufacturer formats the word. From the Product Maintenance screen, hit Alt-A , Alt-C . Collection Field Enter the manufacturer defined collection for the product in the Collection Field. Incorrect

New Product Set-Up | Color Fields

4. If a Manufacturer clearly defines a Color for a particular product, the Color and color field MUST be completed. It is very important to format the Color the EXACT way the manufacturer formats the word. From the Product Maintenance screen, hit Alt-A , Alt-C . Color Field Enter the manufacturer defined color for the product in the Color Field. Incorrect

New Product Set-Up | Sell Package Quantity

5. If a product is only sold in specific quantities, (we do not break cartons) you must assign the Sell Package Quantity to the product. From the Product Maintenance screen, hit Alt-D , tab to the Sell Pkg Qty column and enter the quantity for each branch. If the product is sold as a quantity of one, you can leave blank.

New Product Set-Up | Families

6. Every WebReady product MUST be entered into a Family. If a product goes from Non-WebReady to WebReady, make sure you add it to a family as well. Product Family Maintenance Once you have set the item up in Product Maintenance, you MUST go to Product Family Maintenance. From here you can search for the correct Family using the references on the following page. When you find the correct Family, page down to the bottom of the list and add the product number.

New Product Set-Up | Family References

The below references can be used when assigning a product to a family. Click on the text in the Category column to see the breakdown with the Family Names. If you do not see an appropriate Family please reach out to Josh or Stephanie. References

Category

Family ID Quick

Search Ag Products

AG

Cabinets

CABINET

Caulks|Adhesives CAULKS Connectors|Fasteners CONNECT Deck|Rail DECKRAIL Exterior Doors WINDOOR Exterior Trim|Moulding TRIM Flooring FLOOR Insulation|Housewrap INSHW Interior Moulding WOOD Metal Products METAL Roofing Products ROOF Siding Products SIDING Wall|Ceiling WALL Windows WINDOWS

New Product Set-Up | Related Products

7. Every WebReady product must have the Related Products reviewed and/or added to the Parent Product if necessary. Related Products copy over so you must review each time you copy a product. From the Product Maintenance Screen, hit Alt-B , arrow down to Related Products and hit Enter. The list of current Related Products will be shown. For all Related Products, make sure the “Allow Parent to be Removed from Order” is set to “Y”. To add a Related Product, arrow down to a blank space. • Enter the Product Description • Enter BLDG under Br/Tr • Enter 1 under Quantity UNLESS the product is Non-Stock and we do not break cartons. If we do not break cartons, you must enter the carton quantity and that number must match the Sell Package Quantity (see New Product Set-Up: Sell Package Quantity for instructions). • Enter N under Reqd UNLESS the Related Product is required to be purchased with the Parent Product • Enter Y under Split Ship UNLESS the Related Product is required to be purchased with the Parent Product Be sure to review like products to see the order of the Related Products. The goal would be to have all Related Products in a similar order for consistency. To remove a Related Product Arrow down to the product you would like to remove Hit Alt-Delete

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