There is a PDF version attached at the end of this page for you and your team to download and have on-hand.
Approving + Creating Issues as a Retailer on Proposals
The Merchandising Tool is a great feature for you and your team to utilize, providing full product management of what your vendors submit for approval. Having the ability to not only approve proposals but create issues against them. Giving you and your team the opportunity to review products, costs and images before going live. Issues can be created against proposed wholesale cost and your retailer product attribute ruleset. (i.e. long description, short description, decor style, Class, ect )
Getting Familiar with the Merchandising Tool
Part 1: Approving Vendor Proposals
Step 1: Once a vendor submits a proposal for you and your team to review, the proposal(s) are accessible under the Proposed section of the proposal summary screen.
Step 2: Click on Proposed to access and view all vendor proposals
Step 3: Select the proposal in which you would like to access and view
Step 4: Once you are within the individual proposal screen, to view the products on the proposal, click the Items button on the left-hand side of the screen
Step 5: The screen after clicking on the Items button your products view will automatically default to the Pricing tab button
a. Wholesale Cost
If you approve the Wholesale Cost value the vendor submits you can proceed to view all the products and their attributes
b. Retail Price
When the vendor initially imports the proposal template, whatever value is applied for this attribute gets auto-matically set and cannot be changed/updated. If the value is incorrect and must be changed/updated, the current proposal will need to be deleted and the vendor will need to create a new proposal with a corrected value for the attribute to update
Step 6: To view the proposed products, click the SKUs tab button
Step 7:To access and view the product attributes individually, click on the blue bolded text (Vendor SKU Number)
Step 8:A pop-up will appear, to view the Retailer Ruleset values created against that specific product, click the Retailer button on the left-hand side of the pop-up screen
a. The Rulesets you and your team require will appear with the values the vendor submitted against
b. If you approve the values you can close the pop-up and proceed to review the remaining products
Step 9:If you don’t have any changes and/or updates for the submitted proposal, click the Workflow button on the left-hand side of the Proposal page
Step 10:Click the Approve Proposal button - pop-up to confirm approval.
Step 11:Click Approval Proposal
Part 2 : Creating Issues
Step 1:Once a vendor submits a proposal for you and your team to review, the proposal(s) are accessible under the Proposed section of the proposal summary screen.
Step 2:Click on Proposed to access and view all vendor proposals
Step 3:Select the proposal in which you would like to access and view
Step 4: Once you are within the individual proposal screen, to view the products on the proposal, click the Items button on the left-hand side of the screen
Step 5:The screen after clicking on the Items button your products view will automatically default to the Pricing tab button
a. Wholesale Cost
If you wish to submit a revision to the vendors Wholesale Cost, you will want to follow the below steps:
Step 1: Select the product you wish to change the Wholesale Cost
Step 2: Use the Actions drop-down menu - Click Adjust Costs…
Step 3: Select the Adjustment Type
- Set To Value
- Adjust by Percentage
- Adjust by Fixed Amount
- Adjust Cents
Step 4: Enter new value
b. Retail Price
When the vendor initially imports the proposal template, whatever value is applied for this attribute gets auto-matically set and cannot be changed/updated. If the value is incorrect and must be changed/updated, the current proposal will need to be deleted and the vendor will need to create a new proposal with a corrected value for the attribute to update
Step 6: To view the proposed products, click the SKUs tab button
Step 7: To access and view the product attributes individually, click on the blue bolded text (Vendor SKU Number)
Step 8: A pop-up will appear, to view the Retailer Ruleset values created against that specific product, click the Retailer button on the left-hand side of the pop-up screen
- The Rulesets you and your team require will appear with the values the vendor submitted against
- If you do not approve of the values the vendor applied to the product you will need to Create an Issue by following the below steps (same as changing cost)
a. Select the product you wish to change the Wholesale Cost
b. Use the Actions drop-down menu
c. Click Create Issue...
d. Create Issue against desired product attributes
Step 9: Once you are ready to submit your proposal back to the vendor for review
Step 10: Click the Workflow button on the left-hand side of the Proposal page
Step 11: Click Return Proposal
