Set up and manage products

  • Updated

After you have added locations in Optimizely's Vendor Managed Inventory (VMI), you can add products. VMI also allows you to import product counts, reorder products, export products, and print a label sheet with QR codes or barcodes.

VMI pulls these products from your existing ecommerce catalog. See the Product documentation to learn how to add products to your catalog.

VMI_Products_Spire.png

Add products manually

  1. Go to Products.
  2. Select the location.
  3. Click Add Product.

    AddProducts_Updated.png

  4. Use the drop-down list or search for the Product.
  5. Enter the Bin #, Min, and Max quantities.
  6. Select the unit of measure (U/M), if the product has multiple options.
  7. Enter the QTY (quantity) of the initial product count.
  8. Click Add Product.

Import products from a CSV file

  1. Go to Products.
  2. Select the location.
  3. Click Add Product.
  4. Click Import CSV.

    ImportProducts_VMI.png

  5. Download the CSV file template, if needed, and enter the product information.
  6. Choose your file.
  7. Click Import.

Export products

You can use the export feature for products to create labels for bin numbers or re-import the products into another location. 

  1. Go to Products.
  2. Select the location.
  3. Select the products to export and click Export Selected, or click Export All.

The system automatically downloads a CSV file to your device. If you want to import the products into another location, follow the steps in the previous section for importing products.

Import counts from a CSV file

  1. Go to Products.
  2. Select the location.
  3. Click Import Counts.

    ImportCounts_VMI.png

  4. Download the CSV template, if needed, and enter the product information.
  5. Choose your file.
  6. Click Import.

Remove products

VMI allows you to remove products from a location, if needed.

  1. Go to Products.
  2. Select the location.
  3. Select the desired products or select all by clicking the header row checkbox.
  4. Click Remove. A message displays saying this action deletes all information assigned to this product.
  5. Click Delete.

Reorder products

Use VMI to reorder products at each location.

  1. Go to Products.
  2. Select the location.
  3. Select the desired products or select all by clicking the header row checkbox. You can also Reorder beside a product in the table.
  4. Click Reorder Selected. VMI adds the products to your cart with the quantity needed to reach the maximum that you set.
  5. Click Cart and adjust the quantity, if needed.
  6. Click Checkout and follow the process to order the products.

When you update the current quantity for products in Spire and move to another page, a message displays asking if you would like replenish the levels to the maximum quantity. Click Create Reorder if so.

Create_Reorder.png

Print a label sheet

Print a list of products showing the unit of measurement and quantity, or print a label sheet with QR codes or barcodes.

  1. Go to Locations under Vendor Managed Inventory.
  2. Select a Location.
  3. Click Print on the Products tab. The print modal displays.

    Standard_Print.png

  4. Select which Products to Print.
  5. Select Print to print the standard list of products. This is the default option.
  6. Select Layout > Printable Label (2-column or 3-column) to print a label sheet.
    VMIPrint.png
  7. Select QR Code, 1-Dimensional, or None for Barcode Type.
  8. Use the Barcode Data drop-down list to select the data for the barcode. The options are VMI URL, Product Bin #, Part Number, My Part Number, and Manufacturer Number. This drop-down list is disabled if None was selected for the Barcode Type. 
  9. Select Product Properties to Print.
  10. Click Print. A message displays that the user will receive an email with the PDF when it is processed.