HelpCenter

ADM - Global Product Change - Operator Guide
Updated

 

Overview

The Global Product Change gives operators complete control over products and makes updating and managing products a seamless experience. Quickly change product pricing, update product categories, tax categories, deposit categories and do much more with Global Product Change.

 

Global Product Change 

  1. Log into ADM.

  2. Click the Product tab, then select Global Product Change from the drop-down menu.
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  3. The Global Product Change screen will display. The Global Product Change for Location(s) button is selected by default, as is the Locations tab on the left. You can change this as needed.
    • Global Product Change for Location(s): Used to update products at the location level. Using
      this option allows you to update multiple products at multiple locations or just one location.
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    • Operator Product Catalog Change: Used to update products at the global level and optionally location level. Using this options allow you to update products in the global database without pushing the updates to locations if needed, but also provides the option to push the updates. Because this option makes changes at the global level, you will NOT see a Location tab on the left to filter by. This option also provides more bulk edit fields.

  4. Select the desired filters and products. There are search fields at the top of each column to easily search products in the grid.

  5. Make the desired changes and push updates. See below for more information on the fields you can edit within Global Product Change for Location(s) and Operator Product Catalog Change.

 

Location Level - Global Product Change for Location(s)

The Global Product Change for Location(s) option allows operators to update products at the location level. This option also allows operators to remove/un-extend product(s) from one or more locations in bulk.

  1. The Global Product Change screen defaults to the Global Product Change for Location(s) selection.
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  2. You can filter by location(s) and/or products using the tabs on the left. Once you've selected the desired filters, click the APPLY button at the bottom left of the page.
    • Locations will be highlighted in blue once they are selected.
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    • Products can be searched by product name, UPC, UPC range, Product ID, Product ID range, category, or the pick list action assigned.
      globalprod.gif
  3. Once you click APPLY, the products within your search criteria will display in a grid. There are search fields at the top of each column to easily search products in the grid. Select the desired products. Products will be highlighted in blue once they are selected. Once you have selected all desired products, click NEXT.
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  4. You will then see a page that allows you to make changes to fields for the selected products. You can choose to either Update or Increment fields by clicking on the corresponding buttons. There are information icons next to each of these options. If you hover over the icon closest to the corresponding option, it will give you a brief description of the functionality. Fields left blank will NOT be updated.
    • Update: An update will replace the current value/selection with the value/selection input on this screen. For example, typing 1.00 into the Price field would change the price of all selected products to $1.00. The Update option gives the operator to update the following fields in bulk:
      • Price (this field has two different options to edit by)
        • Amount: This will increase or decrease the price of selected products by the exact amount entered. For example, if you enter 2.50 for the amount, each product will have $2.50 added to their current price.
        • Percent: This will incrementally increase or decrease the price of selected products by the entered amount. When Percent is selected, you can enter values up to two decimal places in the percentage field. For example, you can enter 10.45 or 5.45 to increase the product price by that percentage. You will also be able to enter negative values with a minus (-) sign. For example, you can enter -5.45, which will decrease the product price.
          NOTE: Since the product price will not always work out to exactly the hundredths place, the values will always rounded to the nearest hundredths place in these calculation. For example, if the calculation is $1.156, it will be round up to a final price of $1.16. Values 0, 1, 2, 3, and 4 will be round down and values 5, 6, 7, 8, and 9 will be rounded up.
      • Min
      • Max
      • Pick List Action
      • Loyalty Multiplier (Click HERE for further information on this field)
      • Display Need By (Click HERE for further information on the options displayed in this field)
      • Rounding (Click HERE for further information on the options displayed in this field)
      • Remove from Location(s) - If this option is set to Yes, all fields above will be grayed out.
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    • Increment: An incremental change will will add or subtract with current values based on the information entered into the fields on this screen. The Increment option gives the operator to update the following fields in bulk:
      • Price (this field has two different options to edit by)
        • Amount: This will increase or decrease the price of selected products by the exact amount entered. For example, if you enter 2.50 for the amount, each product will have $2.50 added to their current price.
        • Percent: This will incrementally increase or decrease the price of selected products by the entered amount. When Percent is selected, you can enter values up to two decimal places in the percentage field. For example, you can enter 10.45 or 5.45 to increase the product price by that percentage. You will also be able to enter negative values with a minus (-) sign. For example, you can enter -5.45, which will decrease the product price.
          NOTE: Since the product price will not always work out to exactly the hundredths place, the values will always rounded to the nearest hundredths place in these calculation. For example, if the calculation is $1.156, it will be round up to a final price of $1.16. Values 0, 1, 2, 3, and 4 will be round down and values 5, 6, 7, 8, and 9 will be rounded up.
      • Min
      • Max
      • Display Need By (Click HERE for further information on the options displayed in this field)
      • Rounding (Click HERE for further information on the options displayed in this field)

  5. Click the SUBMIT in the lower right corner button once you have entered data into the desired fields.
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  6. You will receive a pop-up to confirm the changes. Click OK.
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  7. Once you have confirmed the changes, you will be taken back to the Global Product Change page and should see a pop-up confirming the number of products that were updated in the lower right corner.
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Global Level, Optionally Location Level - Operator Product Catalog Change

The Operator Product Catalog Change option allows operators to edit even more fields for products on a global scale. You will not be able to choose individual locations with this option, this will instead automatically pull in all your products among your Global Product Database for you to choose from.

The changes made here will change the information in your Global Products. You will still have the option, when you go to save your changes, to apply those changes at all locations as well - or you can keep that option unchecked and it will only update the information within Global Products and not impact the locations.

  1. The Global Product Change screen defaults to the Global Product Change for Location(s) selection. Click the option for Operator Product Catalog Change instead.
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  2. The Global Products list will load automatically once the Operator Product Catalog Change option is selected.
    • To filter products displayed in the grid, use the filters in the Products tab on the left. You can filter by product name, UPC, UPC range, Product ID, Product ID range, category, the pick list action assigned, and/or whether the product is active or not.
      globalprod2.gif
    • If no filters were selected, you can simply search for and select products from the grid. There are search fields at the top of each column to easily search products in the grid.

  3. Select the desired products. Products will be highlighted in blue when they are selected. Once you have selected all desired products, click NEXT

  4. You will then see a page that allows you to make changes to fields for the selected products. You can choose to either Update or Increment fields by clicking on the corresponding buttons. There are information icons next to each of these options. If you hover over the icon closest to the corresponding option, it will give you a brief description of the functionality. Fields left blank will NOT be updated.
    NOTE: There is a small checkbox at the bottom of this page that says Update all Locations with changes. This is UNCHECKED by default, so changes would only apply at the global database level, but not at the location level. If you check this box, the changes submitted from this page will update the product at every location in the organization.
    • Update: An update will replace the current value/selection with the value/selection input on this screen. For example, typing 1.00 into the Price field would change the price of all selected products to $1.00. The Update option gives the operator to update the following fields in bulk:
      • Product Name
      • Cost
      • Price (this field has two different options to edit by)
        • Amount: This will increase or decrease the price of selected products by the exact amount entered. For example, if you enter 2.50 for the amount, each product will have $2.50 added to their current price.
        • Percent: This will incrementally increase or decrease the price of selected products by the entered amount. When Percent is selected, you can enter values up to two decimal places in the percentage field. For example, you can enter 10.45 or 5.45 to increase the product price by that percentage. You will also be able to enter negative values with a minus (-) sign. For example, you can enter -5.45, which will decrease the product price.
          NOTE: Since the product price will not always work out to exactly the hundredths place, the values will always rounded to the nearest hundredths place in these calculation. For example, if the calculation is $1.156, it will be round up to a final price of $1.16. Values 0, 1, 2, 3, and 4 will be round down and values 5, 6, 7, 8, and 9 will be rounded up.
      • Min
      • Max
      • Pick List Action
      • Display Need By (Click HERE for further information on the options displayed in this field)
      • Rounding (Click HERE for further information on the options displayed in this field)
      • Loyalty Multiplier (Click HERE for further information on this field)
      • Category 1, 2, and 3
      • Tax Category
      • Deposit Category
      • Case Count
      • Disabled - If this option is set to Yes, the product will be disabled in the Global Product list, meaning it will not scan at any locations.
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    • Increment: An incremental change will will add or subtract with current values based on the information entered into the fields on this screen. The Increment option gives the operator to update the following fields in bulk:
      • Cost
      • Case Count
      • Price (this field has two different options to edit by)
        • Amount: This will increase or decrease the price of selected products by the exact amount entered. For example, if you enter 2.50 for the amount, each product will have $2.50 added to their current price.
        • Percent: This will incrementally increase or decrease the price of selected products by the entered amount. When Percent is selected, you can enter values up to two decimal places in the percentage field. For example, you can enter 10.45 or 5.45 to increase the product price by that percentage. You will also be able to enter negative values with a minus (-) sign. For example, you can enter -5.45, which will decrease the product price.
          NOTE: Since the product price will not always work out to exactly the hundredths place, the values will always rounded to the nearest hundredths place in these calculation. For example, if the calculation is $1.156, it will be round up to a final price of $1.16. Values 0, 1, 2, 3, and 4 will be round down and values 5, 6, 7, 8, and 9 will be rounded up.
      • Min
      • Max
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  5. Click the SUBMIT in the lower right corner button once you have entered data into the desired fields.
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  6. You will receive a pop-up to confirm the changes. Click OK.
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  7. Once you have confirmed the changes, you will be taken back to the Global Product Change page and should see a pop-up confirming the number of products that were updated in the lower right corner.
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