Parlevel - Steps to Take After Activating New Products

After activating new products, there are some important steps to take to fully integrate them into your existing vending operations. Depending on the modules you have active in your VMS, all or only some of these may apply. 

All following steps proceed forward assuming the product(s) in question are activated in your catalog. For more details on this process, please see this video.

Vending Operations

You will need to navigate to Settings > Warehouse > Products to access your product catalog. The first step after activating any product is to make sure all of its attributes are correct. You can click the on the right of a product to enter the Edit Product page, where you can view or change these attributes.

If your company uses Product IDs other than the system-generated IDs (such as Lightspeed codes), you will want to have the Cst ID set here. You will also want to make sure the flavor and size of the product are correct, as well as the container and price/cost. Some of these attributes are able to be edited, but some are not, which may require you to activate additional products with the correct qualities. 

You will also want to ensure the product is in the correct Prekit Group, if you have other prekit groups set up besides the Default Prekit Group.

Once these details are all correct, then the product is ready to be put in machines as needed.

Micro Market Operations

As with the vending section above, you will need to ensure all product attributes are correct for the new product(s).

Once finished, you may proceed to Markets > Product UPCs to assign UPCs to the product. If you are unfamiliar with the process of adding UPCs, you may find this article useful. The last section labeled Adding a UPC Through the VMS is most relevant here. 

Once you've successfully associated the UPC with the product, you can proceed to add it to your markets using the Product Management page. 

OCS Operations

As with the vending section, you will need to ensure all product attributes are correct for the new product(s).

After that, you will navigate to Settings > OCS > Price Tiers, and select the price tier to add the product to.

You can search for the product needed using the search bar at the top or use the dropdown to narrow by Product Family. Once found, you can drag the product from the left to the Price Tier on the right, or click the blue  to add it, or even click the necessary checkboxes and then the larger blue  (Add All Selected) at the top right of Unassigned Products to adjust the price tier.

Follow the same process for all applicable Price Tiers.

Next, you can go to Settings > OCS > Stations, and select the  to the right of the station to add the product to its default order.

From the Edit Station page, you can add the product from the price tier on the left to the default order on the right by clicking the green to the right of the appropriate product, seen below.

Warehouse Operations

As with the vending section, you will need to ensure all product attributes are correct for the new product(s). While still in the Product Catalog, you can click the name of the product to open its Product Details page, shown here.

You will create Presentations for the product by clicking Add Case and entering the necessary details on the following page.  You can create additional presentations if you purchase the same product from multiple suppliers.

You will need to click Add Inventory to add an inventory record for the product. Indicate the Area Zone you would like the product to be in, and then save. Create any additional inventory records as needed.

After that, you will navigate to Warehouse > Inventory, where you can search for the product using the filters and then click the on the right to bring up the Inventory Details, seen below.

You can use the radio buttons to assign the Default Prekit and Receive Zones when ordering and prekitting the product. 

Next, navigate to Settings > Warehouse > Presentations, where you will click the name of the product for the presentation to bring up its Case Details. You can click the green button Add Supplier to  associate the supplier with the presentation. 

If you have multiple presentations for the same product, you can go back to Settings > Warehouse > Products, enter the Product Edit page, and in the middle column, use the Default Presentation dropdown to indicate the default presentation. 

The default presentation is how the Default Unit Cost is determined.

Finally, you will need to go to Warehouse > Prekit Sequence, click the to the right of the appropriate Zone in which the product is located, and in the following popup add the product to the Zone so that it will be organized correctly when prekitting.

Double-check that all of your settings are correct, and you will have successfully integrated the new product into your operations.