The Vendor Catalog tab is used to manage the supplier's Product Catalog.

Products

The purpose of the Vendor Catalog is to match supplier products with customer product content. The Products table is a list of the supplier’s products.

The Vendor Catalog > Products table can be populated by either of the following:

1. Edit and upload a CSV to the Products table.

2. Manually edit Products table.

Product List CSV Files

Download Customer Opportunites

One way to edit and upload customer products with the supplier’s master code is to download Customer Opportunities. A Product list can be started with content from one or more customers by downloading customer opportunities which will provide data like Manufacturer, Customer Description for the product, Customer Code, UOM, Material, Size, Length, Width, Diameter, and more depending on the data included in their model. The downloaded CSV file includes the same column headers as the Blank Template CSV File below.

To download a customer’s Opportunities:

1. Go to the Opportunites tab. The Opportunities tab displays customer content across one or more projects based on unlocked STRATUS Bill of Materials (BOMs). Any of the fields listed below might be included.

2. On the Opportunities tab, click the CSV button and the customer’s opportunities will download as a CSV file.

   Open

   

    

3. See the Edit CSV File section for more information.

Download Existing Product List CSV File

One way to edit and upload supplier products is to download the existing Products list which includes all the required column headings and can be opened as a CSV file. The CSV File includes the same column headers as the customer Opportunities file and the Blank Template CSV file mentioned in this section.

To download an existing Products list:

1. Click the Vendor Catalog tab to display the Products list.

2. Click the Download Product List button.

   Open

   

    

3. See the Edit CSV File section for more information.

Download Blank Template CSV File

One way to edit and upload customer products with the supplier’s master code is to download a blank template. A blank template that includes all the required column headings can be downloaded as a new CSV file. The downloaded Blank Template CSV File includes the same column headers as the customer Opportunities file downloaded above.

To download a blank template:

1. Go to the Vendor Catalog tab,

2. Click the Upload Product List button and click the DOWNLOAD BLANK CSV TEMPLATE button.

    

3. Download the CSV template by clicking the Upload Product List button and then the Download a blank CSV template button.

4. See the Edit CSV File section for more information.

Edit and Upload a CSV File

Edit CSV File

The downloaded customer opportunities file or the downloaded blank CSV template will include the following columns. The CSV file can be edited in Excel or similar software. Note: The only required fields are Description and Master Code (required). Entering additional information may help suppliers match products when responding to customer’s Availability Requests, Quote Requests, and Purchase Order Requests. However, if customers don't use a field like OEM Code, there's no reason to enter that value into the CSV file.

1. Description - The Description is the supplier’s description for the product.

2. Master Code (required) - The Master Code (required) is the supplier’s Master Code for the product.

3. Alt. Code - The Alt Code can be defined by the supplier and might include (another Master Code, a branch specific code, etc.).

4. Branch Alt. Code - A branch can have a regional code that is an alternate to their corporate master code.

5. Branch Identifier - A unique branch identifier that your contactors may recognize.

6. Customer Job Number - The Customer Job Number can be used by the supplier to create job-specific cross-references.

7. Manufacturer - The Manufacturer of the product.

8. Manufacturer Code - The Manufacturer Code for the product.

9. OEM Code - The OEM Code for the product.

10. UPC Code - The UPC Code for the product.

11. Customer Description - The Customer Description of the product.

12. Customer Code - The Customer Code for the product.

13. UOM (default=EA) - The UOM (Unit of Measure) for the product. This will default to EA (each).

14. UOM Multiplier (default=1) -

15. Material - The Material defined in the customer’s BOM.

16. Size - The Size defined in the customer’s BOM.

17. Length - The Length defined in the customer’s BOM.

18. Width - The Width defined in the customer’s BOM.

19. Diameter - The Diameter defined in the customer’s BOM.

20. List Price - The supplier’s List Price for the product.

Upload CSV File

Once the CSV file information is complete, upload the file to the Catalog. Uploading a CSV file will only add new rows (records) or add mappings to existing records. At any time, the entire Product List can be deleted and a new Product List CSV file can be uploaded. See the Delete ALL Products section for more information.

To Upload a CSV File to the Catalog:

1. Click the Upload Product List button on the Vendor Catalog tab.

    

Upload Example: Identical Description and Master Code, Updated Column Data

In this example:

1. The Product’s Description and Master Code are identical to a record that already exists in the GTP Connect Products list, but the Manufacturer has been changed. In this case, a new manufacturer can be added to the product record.

    

2. After uploading the CSV to GTP Connect, the single Product record will remain, but a new Manufacturer will be added.

    

3. Alternatively, the manufacturer can be added using the Products > Vendor Catalog page. In this case, click the Manufacturers button associated with the line item, click the ADD MANUFACTURER PRODUCT (see above), and then add the manufacturer. This is covered in the Manually Edit Products section.

Manually Edit Products

The Products list can be manually edited.

Edit the Product Record

To edit the entire product record

Click the Edit button associated with the row.

Add, Edit, Delete the Branch Code

Manage branch-specific codes for the supplier product. Note: If a Branch Code exists, when a request is sent by a customer, the process of matching the supplier product to the customer product will use the Branch Code first.

1. To Add, Edit, or Delete a Branch Code, click the Branch Code button associated with a product.

    

2. The Branch products for the selected item dialog will display.

    

   1. Click the ADD BRANCH PRODUCT button to edit.

       

      1. Branch - Select the branch.

          

      2. Code - Enter the Code used by the branch.

      3. Job Numbers - Check all of the customer’s Job Numbers that can match the Code.

          

      4. A comma-separated list of selected Project Numbers will display.

          

      5. When done, click the Save button.

      6. Click CLOSE in the Branch products for the selected item dialog
         
         

Add, Edit, Delete the Customer XREF

The supplier can add Cross-References (XREF) to a customer's product. This is the same action that can be taken on the Cross-References tab.

1. To add, edit, or delete a customer cross-reference (XREF), click the Customer XREF button associated with the product.

    

2. Click the ADD CODE button.

    

3. The Customer Product Codes dialog will display.

    

   1. For the customer’s product, enter the supplier’s Description (required), Code (required), and leave the Active checkbox checked if the code should be immediately available across all projects. Click either Save or Cancel when donestop.

Add, Edit, Delete the Manufacturers

Suppliers can purchase some products from multiple manufacturers.

1. To add, edit, or delete a manufacturer, click the Edit Manufacturer button associated with the product.

    

2. The Manufacturer products dialog will display.

    

   1. Delete - Click the Delete button.

   2. Edit - Click the Edit button. The edit dialog will display.

       

      1. Edit the Manufacturer (required), the Code (optional), and click either Save or Cancel.
         
         

   3. Add - Click the ADD MANUFACTURER PRODUCT button. The add dialog will display.

       

      1. Enter the Manufacturer (required), the Code (optional), and click either Save or Cancel.