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Manage Products - Overview

This article describes in detail all the fields, functionalities and best practices of the "Products" page in the "Manage" section of Vividly. 

Keywords.

    • SKU (Stock Keeping Unit): Unique identifier for each product variant

    • UPC (Universal Product Code): Standardized barcode identifier

    • Product Hierarchy: Hierarchical structure for relating product groups. 

    • Product Group: Collection of related products for pricing, reporting and promotion planning purposes.

    • Product Margin: Profit that a brand makes from a product after deducting all its costs.

    • Unit size: Size of a product in a unit level.

    • Pack or case size: Number of units of product per case or pack. 

Description.

The Products section serves as the central repository for all product-related information, including item master data, pricing, UPCs, and product hierarchies. This module is fundamental to promotion planning and reporting accuracy.

List of Fields and action buttons.

Product list basic information fields:

  • Product Name (“Name”) field: Field where you add the name of the product, which will be the primary identifier for the product displayed throughout the system.

  • Product Size (“Size”) field: Field that specifies the pack unit size. This page only manages products on a unit level. Other features can make the proper calculations to consider a case level (pack size).

  • Units per case field: Field where it’s defined how many units are contained in each case for inventory and promotion calculations.

  • Product codes field: Alternative identifiers (UPCs, SKUs, ERP item numbers) that enable system mapping when data is uploaded in other features of Vividly.

  • Product groups field: Shows which product group(s) the product belongs to; products must be assigned to at least one product group for promotion planning. Note: This field can only be edited in the “Product groups” / “Product Hierarchy" page.

Product list action buttons: 

  • Search bar: Allows to search product items by name or any other product details. 

  • Delete action (Trash icon): Removes products from the system, but only if they have no dependencies (no promotions, pricing, or data uploads associated).

  • Load from file button: Bulk upload tool for adding multiple new products simultaneously via Excel file. It does NOT update existing products.

  • Add/ create button (Plus icon for products): Manually add a single new product by entering name, size, units per case, and codes. You can later edit to add additional details. 

  • Download Products option (within the cog/settings icon): Exports all product data to Excel/CSV format for external reference.

Product profile fields:

To clarify, this is a right product menu that appear after clicking a product. It includes the same fields as in “Product list” information plus the following fields: 

  • Product Margin: Optional field for tracking product-level margin data; typically used for advanced reporting or reconciliation purposes.

  • Product Number: Internal product identifier that typically ties back to the accounting/ERP system for reconciliation.

  • Profit Center: Field that maps to accounting platform profit centers for more robust financial tracking and reporting.

  • Custom product field (notes): Flexible free-text field for any additional product information or notes specific to brand needs.

Step-by-Step guides.

There’s a set of actions that can be done in the “Products” page in order to manage your Brand’s products. In order to do them, you need to access the Product page through: "Manage" > "Products".

These actions are:

  • How to add individually new products in the “Products” page?

  • How to edit or update products in the “Products” page?

  • How to delete products in the “Products” page?

  • How to add products in bulk in the “Products” page?

  • How to export product data in the “Products” page?

  • How to search products in the “Products” page?

Remember: First you need to access the Products page through “Manage” > “Products”.

Best Practices. 

  1. Maintain accurate and up to date product information.

  2. Add product codes proactively for future data mapping. 

  3. Use discontinued naming convention to avoid deleting products (Add: “ZZ_” or other).

  4. Use bulk upload for efficiency if creating multiple products. 

  5. Follow an order of operations. We suggest: Create product first, second create the product group, third assign the products to product groups and fourth add the pricing last. 

  6. Export products regularly to review them.

  7. Always click on “Save changes” when editing products to avoid losing changes made to a product.