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Product Design and Pricing Guide

The document outlines the process for creating product designs, including setting up components, pricing rules, and production activities. It details the steps to create product identifiers, purchase price rules managed by the Purchasing Team, and sales price rules managed by the Sales or Designer Team. Each section specifies necessary fields and options for managing product details effectively within the system.

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0% found this document useful (0 votes)
5 views13 pages

Product Design and Pricing Guide

The document outlines the process for creating product designs, including setting up components, pricing rules, and production activities. It details the steps to create product identifiers, purchase price rules managed by the Purchasing Team, and sales price rules managed by the Sales or Designer Team. Each section specifies necessary fields and options for managing product details effectively within the system.

Uploaded by

scepeda7
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

PRODUCT DESIGN

Objective:

Create all products in the system that will be used in our customer sales orders. Set all
components, hardgoods, settings and rules needed for sales, procurement and production.

Module:

Products > Products > Designs

Products > Settings > Identifiers

Procurement > Price rules

Sales > Prices rules

1. Create a product design

Products > Products > Designs

Fill in the data in the following fields: Name, Reference, Number, Category, unit, customer
level, Customer company and add the photo of the product.

To add a photo of the product/ design, click on pencil icon under

Select the image you want and Add


A design must be in Draft status to be able to do any modifications.

COMPONENTS TAB: add components of each design (flowers, potted plants,


hardgoods)

First, we have a resume of the sales pack and quantity of stems:

Now, select if it is a Single or Kit product and add all components, such as flowers,
hardgoods or potted plants.

Single Product: product made of components


Kit Product: product made of bunches/ designs

Now we must add sections to be able to add components, such as flowers or potted
plants and hardgoods.
To add a component, click on the plus button

Write the first letters or words of a component name and the system will show a list of
options, then add quantity of each component in the Quantity column.
To add a Substitution for a particular component, use the button on Substitutions
column.

Once all components are added, we have the option to check if all of them have

purchasing rules.
PACKING TAB: add or modify the product sales pack.
SETTINGS TAB: define product settings such as refrigeration, purchasing process and
sourcing mode.

PURCHASE RULES TAB: list of purchasing rules for all components (managed by
Purchasing Team)
Purchasing process options:

- Resource Plan All Orders: for Potted Plants designs


- Resource Plan Order Category: for all other designs

Sourcing mode options:

- Purchase Kit Components: purchase rose, designer and grower bouquets as is


- Purchase Other products:
- Purchase Raw materials: purchase components
- Purchase Same Pack: purchase Potted Plants
- Purchase to Repack: purchase bulks
SALES RULES TAB: add the sales rules of a design

Fill all required fields.

We have the list of all sales rules that will apply to this design.

(**) Refer to part 2. of this document to see the steps to create a UPC.
PRODUCTION TAB: add production activity for the design/ product

Activity options:

In this tab, we can also add assembly instructions for the farm or production team.
PICTURES TAB: add more pictures of the design/ product

ATTACHMENTS TAB: add any document needed

2. Create a product identifier/ UPC

Products > Settings > Identifiers

Fill in the data in the following fields:


Name
Type
Category
Prefix
Number

Then save with


3. Purchase price rules

Purchase price rules are managed by the PURHCASING TEAM team. In each rule, they
can determine prices, vendors, locations for each product.

Procurement > Price rules

Details of a rule:
4. Sales price rules

Sales price rules are managed by the SALES TEAM and/ or DESIGNER TEAM. In each
rule, they can determine prices, customers/ stores locations for each product.

Common questions

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Purchase rules are crucial for defining the prices, vendors, and locations for each product component, which is essential for managing procurement processes. These rules are managed by the Purchasing Team and are listed in the PURCHASE RULES TAB. They dictate how components are bought, whether as raw materials or as parts of kits, and outline various sourcing modes .

Selecting different sourcing modes impacts how components are procured and affects logistics and cost structure. For instance, 'Purchase Kit Components' mode focuses on buying pre-designed bouquets, while 'Purchase Raw materials' allows more customization at a raw material level, potentially lowering costs but increasing complexity. Each mode aligns with specific production or sales strategies, affecting overall operational efficiency .

Component tab settings significantly impact the product lifecycle by defining the exact components and quantities needed, enabling precise inventory management, procurement, and assembly processes. This precision minimizes waste and maximizes efficiency throughout the production and sales phases, ultimately influencing customer satisfaction and operational cost .

To add a component substitution, click the plus button to add a component. Then, use the Substitutions column to select an alternative option for a particular component. This facilitates the flexibility to change components as needed .

A Single Product is made of specific components such as individual flowers or hardgoods, while a Kit Product is made of bunches or designs that may comprise various combinations of smaller sets or individual components .

Sales price rules are established by the SALES TEAM and/or DESIGNER TEAM, who determine prices and store locations for each product. These rules influence how products are marketed and sold, ensuring competitiveness and profitability .

Attachments in the product design process are used to include any necessary documents that support the design, such as technical specifications, compliance certificates, or supplier agreements. They are important for maintaining comprehensive documentation that aids in auditing, compliance verification, and providing critical information to stakeholders .

The 'Production' tab is significant as it allows adding production activities and assembly instructions essential for manufacturing. It bridges design and production teams by providing necessary details for efficient production, ensuring product quality and reducing errors .

To create a product identifier or UPC, fill in the Name, Type, Category, Prefix, and Number fields, which uniquely identify each product facilitating tracking and inventory management .

To create a new product design, navigate to Products > Products > Designs and fill in fields such as Name, Reference, Number, Category, unit, customer level, and Customer company, and add a product photo. In the COMPONENTS TAB, add components like flowers, potted plants, or hardgoods, specifying the quantity for each. In the PACKING TAB, add or modify the product sales pack. In the SETTINGS TAB, define settings like refrigeration and sourcing mode. Use the PURCHASE RULES TAB to list purchasing rules managed by the Purchasing Team and the SALES RULES TAB to add sales rules for the design .

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