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Item Centre Vendor Training v1.4. 2 | © 2010 GS1 Canada Topics This presentation will cover the following: Module 1: Current Listing Process Module 2:

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Presentation on theme: "Item Centre Vendor Training v1.4. 2 | © 2010 GS1 Canada Topics This presentation will cover the following: Module 1: Current Listing Process Module 2:"— Presentation transcript:

1 Item Centre Vendor Training v1.4

2 2 | © 2010 GS1 Canada Topics This presentation will cover the following: Module 1: Current Listing Process Module 2: Item Centre Listing Process Module 3: Navigation: Landing Page Module 4: Navigation: Trading Partners Module 5: Navigation : Product View Module 6: Workflow: Vendor Module 7: Workflow: Data Correction Module 8: Function: Mass Update Module 9: Administrator: Users Management Module 10: Administrator: Users Mapping

3 3 | © 2010 GS1 Canada Module 1 Current Listing Process

4 4 | © 2010 GS1 Canada The most common product listing process today involves the vendor providing information to trading partners via the following means: Current Listing Process MailFaxPhoneEmail

5 5 | © 2010 GS1 Canada Current Listing Process The information vendors provide to trading partners for listing are usually categorized as community and relationship data. Community data is common information about products for all trading partners’ viewing, such as description of the product. Relationship data is trading partner- specific information, such as pricing. Community Data 1 to Many Partners Community Data 1 to Many Partners Relationship Data 1 to 1 Relationship Data 1 to 1 In addition, trading partners will have their own information before listing the product, such as the warehouse location. Retailer’s Own Data

6 6 | © 2010 GS1 Canada Current Listing Process Change Management? Community Data 1 to Many Partners Community Data 1 to Many Partners Relationship Data 1 to 1 Relationship Data 1 to 1 Retailer’s Own Data Community Private Internal Sustainability? This leads to a lot of paper.

7 7 | © 2010 GS1 Canada Module 2 Item Centre Listing Process

8 8 | © 2010 GS1 Canada What is Item Centre? Hosted web portal for real- time collaboration during the product listing process. Builds on foundation of ECCnet Registry, where all community data is loaded and maintained. Enables vendors to provide proprietary data, specific to trading partners, for immediate review. Facilitates the product listing process and maintains data integrity.

9 9 | © 2010 GS1 Canada ECCnet Registry & Item Centre Vendors Vendors load and maintain product data in ECCnet Registry ECCnet Registry Vendors publish product data and retailers subscribe Item Centre Product listing collaboration between vendors and retailers Item Centre is integrated with ECCnet Registry to further expand the reach of your data to your trading partners.

10 10 | © 2010 GS1 Canada Item Centre Listing Process Product search and listing initiation Retailers Provide relationship data Vendors Validate community & relationship data Retailers Automated listing creation Retailers Efficient collaboration Sustainable

11 11 | © 2010 GS1 Canada Item Centre Listing Benefit Email notifications for product listing request. Simplified listing process across multiple trading partners. With your participation, product listing can be completed within a few minutes. Facilitates data integrity with change management. Results: Efficient and sustainable listing process. Time re-focused on growing the business deal rather than on paperwork.

12 12 | © 2010 GS1 Canada Module 3 Item Centre Navigation: Landing Page

13 13 | © 2010 GS1 Canada Navigation: Access https://itemcentre.gs1ca.org/ 1 1 1.To log in to the application, provide your user ID and password, and click on Log in.

14 14 | © 2010 GS1 Canada Navigation: Trading Partners Page This is the landing page that appears upon logging in to the application. 1.Navigation link - May contains one the following elements: Home: Will not appear if you are already on the Home page. Trading Partners: A selectable list of your current retailer trading partners that are live on Item Centre. Item Centre: Links to the Work Queues. Product Search: Links to the Search page. My Profile: Links to the your profile’s personalized contact information. Log out: Enables you to log out of the application. 2. Displays all the trading partners that are currently using Item Centre and perform the listing process with you. 3. Help link – Contains helpful documents. This is the landing page that appears upon logging in to the application. 1.Navigation link - May contains one the following elements: Home: Will not appear if you are already on the Home page. Trading Partners: A selectable list of your current retailer trading partners that are live on Item Centre. Item Centre: Links to the Work Queues. Product Search: Links to the Search page. My Profile: Links to the your profile’s personalized contact information. Log out: Enables you to log out of the application. 2. Displays all the trading partners that are currently using Item Centre and perform the listing process with you. 3. Help link – Contains helpful documents. 1 1 2 2 3 3

15 15 | © 2010 GS1 Canada Navigation: My Profile 2 2 1 1 1.The Actions box contains the different actions that can be performed on the current page: Save enables you to save changes. Change Password enables you to change your current password. 2.The My Profile section displays the current logged-in user’s details; this information can be edited and re-saved. 1.The Actions box contains the different actions that can be performed on the current page: Save enables you to save changes. Change Password enables you to change your current password. 2.The My Profile section displays the current logged-in user’s details; this information can be edited and re-saved.

16 16 | © 2010 GS1 Canada Navigation: Change Password 1 1 1.The Change Password page is where you can update your current password.

17 17 | © 2010 GS1 Canada Module 4 Item Centre Navigation: Trading Partners

18 18 | © 2010 GS1 Canada Navigation: Trading Partners Once you have selected a trading partner, you will be linked to that trading partner’s personalized Item Centre Welcome page. Note the navigation now contains additional options for you to perform necessary tasks.

19 19 | © 2010 GS1 Canada Navigation: Product Search 1 1 2 2 On this page, you’ll find the: 1.Hyperlink to the GS1 Canada’s online GTIN Discrepancy Report system (Link to GDR). 2.Product Search: Provide at least one criterion before clicking Search. Click Reset to clear your criteria. A partial search functionality is available for the following fields: GTIN, Description, Brand, Company, Product Code and Product Name. On this page, you’ll find the: 1.Hyperlink to the GS1 Canada’s online GTIN Discrepancy Report system (Link to GDR). 2.Product Search: Provide at least one criterion before clicking Search. Click Reset to clear your criteria. A partial search functionality is available for the following fields: GTIN, Description, Brand, Company, Product Code and Product Name.

20 20 | © 2010 GS1 Canada Navigation: Search Results 1 1 2 2 Once a search is performed, you will see the search results appear with the following information/functions: 1. A result grid, which contains results based on the search criteria entered. 2. Navigation to flip between result pages. Once a search is performed, you will see the search results appear with the following information/functions: 1. A result grid, which contains results based on the search criteria entered. 2. Navigation to flip between result pages.

21 21 | © 2010 GS1 Canada Navigation: Item Centre 1 1 3 3 2 2 On this page, you’ll find the: 1.Queues selection box (the current selection is in bold). 2.Filters available for the result grid (current selection are in bold). ECCnet Class Code, which filters the results grid so that it only displays products containing a specific ECCnet classification code. Owner, which filters the queue based on a specific Initiator or all Initiators. Activity Status, which filters the results grid based on a specific status. 3.Grid containing products based on queue and filter selections. On this page, you’ll find the: 1.Queues selection box (the current selection is in bold). 2.Filters available for the result grid (current selection are in bold). ECCnet Class Code, which filters the results grid so that it only displays products containing a specific ECCnet classification code. Owner, which filters the queue based on a specific Initiator or all Initiators. Activity Status, which filters the results grid based on a specific status. 3.Grid containing products based on queue and filter selections.

22 22 | © 2010 GS1 Canada Module 5 Item Centre Navigation: Product View

23 23 | © 2010 GS1 Canada Navigation: Product View 1 1 2 2 3 3 1. Description: Links to the Product Detail view mode. 2. Column header: Columns than can be sorted will have their title underlined. By default, items are listed in order from most recently updated to oldest. 3. Edit: Links to single update mode. 4. The following actions can be performed on your products: Assign To: Assign a product from one user to another. Edit: Links to the editable view mode in order for the user to provide proprietary data for the listing. Submit: Send the product back to the retailer who requested it once proprietary data has been completed without errors. 1. Description: Links to the Product Detail view mode. 2. Column header: Columns than can be sorted will have their title underlined. By default, items are listed in order from most recently updated to oldest. 3. Edit: Links to single update mode. 4. The following actions can be performed on your products: Assign To: Assign a product from one user to another. Edit: Links to the editable view mode in order for the user to provide proprietary data for the listing. Submit: Send the product back to the retailer who requested it once proprietary data has been completed without errors. 4 4

24 24 | © 2010 GS1 Canada Navigation: Product Detail View 1 1 4 4 5 5 6 6 2 2 3 3 7 7 By clicking on the description of the product, the Product Detail View page will appear and includes the following: 1. Product Information: For each GTIN, information is divided into different categories. 2. Activity Status: Displays the current activity status for a given product. 3. Actions: Provides a list of available actions that can be performed; this list is user dependant. 4. GTIN header: Displays basic product information. 5. Hierarchy box: Displays the entire hierarchy, from the current level down to lower levels. 6. Comment box: Displays the last comment made on the product. 7. Data panel: Displays the GTIN information based on the user selection on the first item (Product Information). By clicking on the description of the product, the Product Detail View page will appear and includes the following: 1. Product Information: For each GTIN, information is divided into different categories. 2. Activity Status: Displays the current activity status for a given product. 3. Actions: Provides a list of available actions that can be performed; this list is user dependant. 4. GTIN header: Displays basic product information. 5. Hierarchy box: Displays the entire hierarchy, from the current level down to lower levels. 6. Comment box: Displays the last comment made on the product. 7. Data panel: Displays the GTIN information based on the user selection on the first item (Product Information).

25 25 | © 2010 GS1 Canada Navigation: Product Detail View 1 1 2 2 Scroll to bottom of Core panel 1.Contains: Illustrates the next lower-level GTIN. 2.Contained In: Illustrates the next higher-level GTIN. 1.Contains: Illustrates the next lower-level GTIN. 2.Contained In: Illustrates the next higher-level GTIN.

26 26 | © 2010 GS1 Canada Navigation: Product Detail View Community Data 1 to Many Partners Community Data 1 to Many Partners Relationship Data 1 to 1 Relationship Data 1 to 1 Community Private Community Data: Core: Standard data. Extended: Extended data. Pharmacy: Rx-related data. Medical-Surgical: Medical and surgical data. Marketing: Marketing data. Nutritional: Nutritional data. I&V Data: ECCnet Image & Validation data. I&V Images: Planogram and montage images. Relationship Data: Private Data: Trading partners proprietary data. Product History Log: Action Log: A history that records all actions performed by the user for the product, including comments. Change Log: A history that records all updates made to the product. Community Data: Core: Standard data. Extended: Extended data. Pharmacy: Rx-related data. Medical-Surgical: Medical and surgical data. Marketing: Marketing data. Nutritional: Nutritional data. I&V Data: ECCnet Image & Validation data. I&V Images: Planogram and montage images. Relationship Data: Private Data: Trading partners proprietary data. Product History Log: Action Log: A history that records all actions performed by the user for the product, including comments. Change Log: A history that records all updates made to the product.

27 27 | © 2010 GS1 Canada Navigation: Product Detail View 1 1 1. The Private Data screen: This data screen is customized to each of your trading partners. Mandatory fields are based on the User Type and indicated by a red asterix (*) in edit mode. 1. The Private Data screen: This data screen is customized to each of your trading partners. Mandatory fields are based on the User Type and indicated by a red asterix (*) in edit mode.

28 28 | © 2010 GS1 Canada Module 6 Item Centre Workflow: Vendor

29 29 | © 2010 GS1 Canada Workflow: Summary Once a product listing is initiated, the product will be in your Vendor queue, awaiting the completion of private data. A daily email reminder will be sent should you have any products pending completion and/or submission. Step 1: Log in. Step 2: Select the trading partner that listed the product. Step 3: Go to Item Centre. Step 4: The listed product will appear on the grid. Step 5: Click Edit. Step 6: Complete the private data, click Save, and then Close. Step 7: Click Submit to send the completed product back to your trading partners.

30 30 | © 2010 GS1 Canada Sample Email Reminder

31 31 | © 2010 GS1 Canada Workflow: Step 1 Step 1: Log in.

32 32 | © 2010 GS1 Canada Workflow: Step 2 Step 2: Select the trading partner that listed the product.

33 33 | © 2010 GS1 Canada Workflow: Step 3 Step 3: Go to Item Centre.

34 34 | © 2010 GS1 Canada Workflow: Step 4 Step 4: The listed product will appear on the table grid. Note: The Activity Status column will illustrate if you have completed the product or not.

35 35 | © 2010 GS1 Canada Workflow: Step 5 Step 5: Click Edit.

36 36 | © 2010 GS1 Canada Workflow: Step 6 Step 6: Complete the private data, click Save, and then Close. Note: There is an invalid fields box on the left to let you know if any mandatory field is missing after you click on save.

37 37 | © 2010 GS1 Canada Workflow: Step 7 Step 7: Click Submit to send the completed product back to your trading partners. Note: This option will appear once you have successfully completed the product and closed Edit mode (step 6). When submitting, you will have the option to provide a comment to your trading partner, if applicable. Once the product is submitted, you will be returned to your Vendor queue. Note: This option will appear once you have successfully completed the product and closed Edit mode (step 6). When submitting, you will have the option to provide a comment to your trading partner, if applicable. Once the product is submitted, you will be returned to your Vendor queue.

38 38 | © 2010 GS1 Canada Module 7 Item Centre Workflow: Data Correction

39 39 | © 2010 GS1 Canada Error: Community Data If there are discrepancies found with community data, your trading partner will open a GTIN Discrepancy Report (GDR) for you to address. Products will not be listed until the GDR is resolved. Community Data 1 to Many Partners Community Data 1 to Many Partners Community Note: 1.Community data errors cannot be corrected while using Item Centre, but rather corrected in ECCnet Registry. 2.The online GDR system will email your organization’s designated ECCnet Leader for follow-up. 3.The product will show an activity status of GDR Open, which you can view in the In Progress queue. Note: 1.Community data errors cannot be corrected while using Item Centre, but rather corrected in ECCnet Registry. 2.The online GDR system will email your organization’s designated ECCnet Leader for follow-up. 3.The product will show an activity status of GDR Open, which you can view in the In Progress queue.

40 40 | © 2010 GS1 Canada Error: Private Data If there are discrepancies with private data, your trading partner will reject the product and it will be sent back to you for correction and re-submission. Relationship Data 1 to 1 Relationship Data 1 to 1 Private

41 41 | © 2010 GS1 Canada Module 8 Item Centre Function: Mass Update

42 42 | © 2010 GS1 Canada Function: Mass Update The mass update feature will allow you to update multiple products at the same time. Note: This feature is available to selected Item Centre users only. Step 1: Go to the Work queue and select two or more products. Step 2: Select Edit from the Action menu. Step 2 Step 1

43 43 | © 2010 GS1 Canada Function: Mass Update Step 3: Checkmark any private data that requires updating. Step 4: Provide the information in the adjacent field and click Save. Step 3 Step 4 1. Illustrates products that require updating. 2. If the information for the selected products is identical, it will automatically populate the field. If is it different, a blank box will be shown. Note: Only selected information can be mass updated, while other information requires individual editing. 1. Illustrates products that require updating. 2. If the information for the selected products is identical, it will automatically populate the field. If is it different, a blank box will be shown. Note: Only selected information can be mass updated, while other information requires individual editing. 1 1 2 2

44 44 | © 2010 GS1 Canada Error: Private Data The rejected product will be indicated as Rejected in the activity status. Upon viewing or editing the product, you will see any comments provided by your trading partners to let you know why they have rejected the product.

45 45 | © 2010 GS1 Canada Support For further support, see the Item Centre user guides available via the Help link. Or contact : Email: eccnetsupport@gs1ca.orgeccnetsupport@gs1ca.org Phone: 416-510-8039, ext. 3 Toll Free: 1-800-567-7084

46 46 | © 2010 GS1 Canada Module 9 Item Centre Administrator: Users Management

47 47 | © 2010 GS1 Canada Administrator This feature allows the administrator to maintain their own users group base. Only the user designated as Admin can access this function. 1 1 1. The table contains the following information: Status: Indicates the current status of the users. Name: Shows the first and last name of the users. User ID: Shows the login ID of the users. Group: Indicates the current group the user is part of. Retailer: Indicates the current retailer mapped to the user. Action: Contains actions that can be performed for the users. Edit: Used to modify the user’s contact details and group. Send Password: Used to send via email the existing password to the user’s email address as set in their profile. Suspend/Activate: Used to deny or allow the user to access the application. The option shown will depend on the current status of the user. Note: Underlined column titles are sortable. 1. The table contains the following information: Status: Indicates the current status of the users. Name: Shows the first and last name of the users. User ID: Shows the login ID of the users. Group: Indicates the current group the user is part of. Retailer: Indicates the current retailer mapped to the user. Action: Contains actions that can be performed for the users. Edit: Used to modify the user’s contact details and group. Send Password: Used to send via email the existing password to the user’s email address as set in their profile. Suspend/Activate: Used to deny or allow the user to access the application. The option shown will depend on the current status of the user. Note: Underlined column titles are sortable.

48 48 | © 2010 GS1 Canada Administrator: Add User 1 1 1.Clicking on the Add User button, the application will bring the user to the Add User page. This allows the admin to add additional users. Note: Clicking on the Edit button will bring the user to this same page, but with the user’s contact information populated. This allows the admin to modify information on an existing user. 1.Clicking on the Add User button, the application will bring the user to the Add User page. This allows the admin to add additional users. Note: Clicking on the Edit button will bring the user to this same page, but with the user’s contact information populated. This allows the admin to modify information on an existing user.

49 49 | © 2010 GS1 Canada Administrator Add User 1. The mandatory field required to add a user are: User ID: The user’s login name. This field is not editable and will automatically take the user’s email address upon creation of a new user. First Name: The user’s first name. Last Name: The user’s last name. Email Address: The user’s email address. Preferred Language: Select the user’s language preference (English or French). Preferred Email Format: Select the email format preference (HTML or Text) Group: Select the user’s group type (Regular or Admin) Status: Select the status desired for the user (Suspended or Active) 1. The mandatory field required to add a user are: User ID: The user’s login name. This field is not editable and will automatically take the user’s email address upon creation of a new user. First Name: The user’s first name. Last Name: The user’s last name. Email Address: The user’s email address. Preferred Language: Select the user’s language preference (English or French). Preferred Email Format: Select the email format preference (HTML or Text) Group: Select the user’s group type (Regular or Admin) Status: Select the status desired for the user (Suspended or Active) 1 1

50 50 | © 2010 GS1 Canada Administrator Add User 1.The following options are available on the add/edit user page: Save: If no mandatory field is missing, this button will save the information. Save & Email Password: This will save and email a system generated temporary password to the user unless the user has a permanent password set in the application, in which case the user will receive the existing password. Close: This field will close the page and return the user to the admin screen. 1.The following options are available on the add/edit user page: Save: If no mandatory field is missing, this button will save the information. Save & Email Password: This will save and email a system generated temporary password to the user unless the user has a permanent password set in the application, in which case the user will receive the existing password. Close: This field will close the page and return the user to the admin screen. 1 1

51 51 | © 2010 GS1 Canada Module 10 Item Centre Administrator: Users Mapping

52 52 | © 2010 GS1 Canada Administrator: Users Mapping This feature allows the administrator to associate a user to a retailer. 1 1 1. The table contains the following information: Company: This list will contain all retailers that are currently using the Item Centre listing process. User: This indicates the current associated user within your company responsible for completing the work on Item Centre for the associated retailers. 2. To change the worker mapped to a retailer, select the appropriate user within the dropdown list and click on Update. Note: If a user you are looking for is not on the list, this means you have not added the user to the application yet. When changing mapping from one user to another, existing product within the original user will remain in his/her queue until is it reassigned to the new user. 1. The table contains the following information: Company: This list will contain all retailers that are currently using the Item Centre listing process. User: This indicates the current associated user within your company responsible for completing the work on Item Centre for the associated retailers. 2. To change the worker mapped to a retailer, select the appropriate user within the dropdown list and click on Update. Note: If a user you are looking for is not on the list, this means you have not added the user to the application yet. When changing mapping from one user to another, existing product within the original user will remain in his/her queue until is it reassigned to the new user. 2 2

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