This document starts from the Capability and Sourcing Request but the process is generally the same if you are starting from Product in the Main Menu.
A product must be created for each type of request that has been made (i.e. -NEW, -REP, etc.) The CSR/Pricing Analyst team can do the original creation, but the Data Integrity group will most likely be the one responsible for updating the attributes, etc. To see the rules and guidelines for Parts, please see the documentation below.
1. If you are starting from inside the Capability and Sourcing Request, simply scroll down to the Product field. Click on the pencil to edit. Click on the magnifying glass to search products
2. This brings up a dialogue for you to complete.
3. Enter the Product Name.
This is the Manufacturer part number followed by -REP, -NEW, etc.
4. Enter the same thing as the Product Code. (MFG Part number followed by Product Price Type)
5. Check Price Editable.
6. Check Cost Editable.
If you enter a price on a -NEW product, it will show up on the website but will only stay there for 2-4 weeks.
7. Product family can be left blank
8. The ACTIVE checkbox
9. Select the OEM from the list.
10. Select the Product Price Type.
11. Select the proper option as to whether the part is repairable.
Scroll down to continue.....
12. Select the Commodity Group - this must be filled in.
13. If known, Select the Category and Subcategory.
These are not required at this point but will help in defining the product in the future if you know them.
14. For the Service Center, choose Peoria.
15. If you know the Service Area, fill that out as well.
16. The Part Number must be entered. This is the OEM Part number without the Product Type at the end.
17. Enter the OEM Part Number.
18. The Validation Requirement defaults to Needs Validation. Leave that as it is.
This ensures that Data Integrity will look at the part before it is live on the website.
19. Scroll down until you see the Product Description field. Enter the actual product description here.
20. Confirm that you have completed all the required fields (as designated by a red asterisk.)
Anyone with access to this record can update it later once additional information is obtained.
21. Click Save.
22. A confirmation message tells you that the part has been successfully created.
As a final step, you must set up List Price.
23. The product record will open. Click on the Related Tab.
24. Scroll down toward the bottom of the screen until you see Price Books. Click on the Add Standard Price.
25. Enter the list price. (if the price is Unknown, enter zero)
26. Save.
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