Transcript Healthcare - GS1 Canada

Item Centre
Vendor Training
v1.4
Topics
This presentation will cover the following:
•
Module 1: Current Listing Process
•
Module 2: Item Centre Listing Process
•
Module 3: Navigation: Landing Page
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Module 4: Navigation: Trading Partners
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Module 5: Navigation : Product View
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Module 6: Workflow: Vendor
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Module 7: Workflow: Data Correction
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Module 8: Function: Mass Update
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Module 9: Administrator: Users Management
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Module 10: Administrator: Users Mapping
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Module 1
Current Listing Process
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Current Listing Process
• The most common product listing process
today involves the vendor providing
information to trading partners via the
following means:
Mail
Fax
Phone
Email
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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 partnerspecific information, such as pricing.
Community Data
1 to Many Partners
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
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Current Listing Process
Community Data
1 to Many Partners
Community
• This leads to
Relationship Data
1 to 1
Retailer’s Own Data
Private
a lot of
paper.
Internal
• Change Management?
• Sustainability?
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Module 2
Item Centre Listing Process
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What is Item Centre?
• Hosted web portal for realtime 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.
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ECCnet Registry & Item Centre
• Item Centre is integrated with ECCnet Registry to further
expand the reach of your data to your trading partners.
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
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Item Centre Listing Process
• Product
search and
listing
initiation
Vendors
• Provide
relationship
data
Retailers
• Efficient collaboration
Retailers
• Validate
community &
relationship
data
• Automated
listing
creation
Retailers
• Sustainable
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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.
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Module 3
Item Centre
Navigation: Landing Page
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Navigation: Access
https://itemcentre.gs1ca.org/
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1.To log in to the application, provide your user ID and password, and click on Log in.
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Navigation: Trading Partners Page
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2
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
3. Help link – Contains helpful documents.
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Navigation: My Profile
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2
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.
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Navigation: Change Password
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1.The Change Password page is where you can update your current password.
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Module 4
Item Centre
Navigation: Trading Partners
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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.
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Navigation: Product Search
1
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.
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Navigation: Search Results
1
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.
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Navigation: Item Centre
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3
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.
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Module 5
Item Centre
Navigation: Product View
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Navigation: Product View
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2
1
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.
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Navigation: Product Detail View
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4
5
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3
6
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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).
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Navigation: Product Detail View
Scroll to bottom of Core panel
1
2
1.Contains: Illustrates the next lower-level GTIN.
2.Contained In: Illustrates the next higher-level GTIN.
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Navigation: Product Detail View
Community Data
1 to Many Partners
Community
Relationship Data
1 to 1
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.
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Navigation: Product Detail View
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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.
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Module 6
Item Centre
Workflow: Vendor
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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.
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Sample Email Reminder
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Workflow: Step 1
Step 1: Log in.
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Workflow: Step 2
Step 2: Select the trading partner that listed the
product.
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Workflow: Step 3
Step 3: Go to Item Centre.
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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.
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Workflow: Step 5
Step 5: Click Edit.
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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.
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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.
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Module 7
Item Centre
Workflow: Data Correction
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Error: Community Data
Community Data
1 to Many Partners
Community
• 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.
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.
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Error: Private Data
Relationship Data
1 to 1
Private
• 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.
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Module 8
Item Centre
Function: Mass Update
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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
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Function: Mass Update
Step 3: Checkmark any private data that requires updating.
Step 4: Provide the information in the adjacent field and click Save.
1
Step 4
Step 3
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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.
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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.
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Support
• For further support, see the Item Centre user
guides available via the Help link.
• Or contact :
Email: [email protected]
Phone: 416-510-8039, ext. 3
Toll Free: 1-800-567-7084
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Module 9
Item Centre
Administrator: Users Management
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Administrator
•
This feature allows the administrator to maintain their own users group
base. Only the user designated as Admin can access this function.
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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.
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Administrator: Add User
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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.
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Administrator Add User
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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)
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Administrator Add User
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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.
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Module 10
Item Centre
Administrator: Users Mapping
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Administrator: Users Mapping
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This feature allows the administrator to associate a user to a retailer.
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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.
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