Visual Aids. Release 2.4 Version 1.1

Transcription

1 Visual Aids Release. Version.

2 Getting Started/Data Driver Table of Contents GETTING STARTED -9 Login Page Alternate Login Page Existing/First-time users Home page All Users Search Feature 8 NAVIGATION MENU BAR 9 MANAGING PRODUCTS 0- How to Identify Products and Packaging Levels - Each level 0 How to Edit an Existing Product How to Create a Sales Flyer How to Clone an Item PACKAGING OPTIONS - How to Build Packaging Hierarchy Inner Pack Level Case Level 0 PRINTING BARCODES -9 How to Print Barcodes Using Data Driver How to Prepare Your Printer to Print Barcode Labels How to Create a GS-8 Barcode Vendor vs. Non-Vendor Printing 8 How to Save Your Barcode to Your Local Folder 9 ADMIN TOOLS 0- How to Export My Data onto Excel 0 How to Import Product/Location Details How to Locate Printing Vendors How to Print a Product Worksheet MANAGE LOCATIONS - How to Add New Locations How to Edit the Default Location User Job Aid v.

3 Getting Started/Data Driver LOGIN PAGE If you are a Partner Connections member, you can access Data Driver by logging in to the Partner Connections Online Member Center ( and choosing Access Data Driver. Data Driver is best viewed in Internet Explorer. NOTE: Your User ID and Password to Data Drive is the same as Partner Connections. User ID and Password can be found in your welcome . For assistance locating your User ID and Password, contact GS US toll-free at User Job Aid v.

4 Getting Started/Data Driver ALTERNATE LOGIN PAGE Existing Users Open a web browser and enter: Enter your User ID (case sensitive). Enter your Password (case sensitive). Click Login. The Home Page will appear. NOTE: If you forget your password, click the Forgot Password link. You will need your Partner Connections User ID and address. If you are unsure of your User ID, please contact the GS US Partner Connections Team at User Job Aid v.

5 Getting Started/Data Driver ALTERNATE LOGIN PAGE First Time Users Open a web browser and enter: Enter your User ID (case sensitive). Enter your Password (case sensitive). Click Login. Review the Welcome message Click Next. The Data Driver License Agreement will appear. NOTE: If you forget your password, click the Forgot Password link. You will need your Partner Connections User ID and address. If you are unsure of your User ID, please contact the GS US Partner Connections Team at User Job Aid v.

6 Getting Started/Data Driver ALTERNATE LOGIN PAGE First Time Users Read the Data Driver License Agreement. Click Agree to accept the terms and continue using Data Driver. Verify your GS Company Prefix. If your company has more than one prefix, choose the prefix that you will use to enter new barcodes. Click Continue. The Home Page will display. NOTE: Your prefix can be found on your GS Company Prefix Certificate. User Job Aid v.

7 HOME PAGE All Users Getting Started/Data Driver Welcome section. Feedback This link allows you to access a Customer Feedback form that can be sent via . My Prefixes This link allows you to switch between prefixes (if you have access to multiple prefixes for your company). Apply for a new Prefix This link will take you to the License Additional Prefixes page on the GS US website and will guide you through the application process. Help Select this link to access the Help section. Log Out This link will manually log you out of Data Driver Data Driver announcements. IMPORTANT: The system will time out when it records a 0-min period of inactivity. You will be logged off and lose any unsaved data on the current screen. User Job Aid v.

8 Managing Products/Data Driver SEARCH FEATURE Packaging Level - Minimum of () checkbox must be selected. Company Prefix - Displays additional assigned prefixes. Barcode/GTIN - Enter text in these free-form fields to refine your search. Search Tips - Select this to view a web page containing search tips including the use of the Wild Card feature. Hide Search Criteria - Minimizes the Search criteria section. Search/ Clear/List All My Entered Items - Search Initiates search per the criteria entered, Clear will remove any criteria entered, and List all my Entered Items will search for all items. Status - Select All, Complete, or Incomplete to refine your search. Brand Name/Description/SKU - Enter text in these free-form fields to refine search. Search Results - This area displays items matching your criteria. User Job Aid v. 8

9 Getting Started/Data Driver NAVIGATION MENU BAR Home Allows you to add, edit, clone a product, or create, view, and or print a Product Identification Detail Sheet. Add, edit, or view location(s) used by your company. Products Takes you to the Products Menu where you can add, edit, clone, and view your products and their related information. Locations Allows you to add, edit, or view a company location. Admin Tools Allows you to export and save an MS-Excel spreadsheet of all your entered GTINs and GLNs, import all your product and location data for your existing GTINs and GLNs, locate a vendor to print your barcode labels, collect the data needed for Data Driver, and enter those items which you already have barcodes. User Job Aid v.

10 Managing Products/Data Driver HOW TO IDENTIFY PRODUCTS & PACKAGING LEVELS On the Home page, click Products tab. Click Products. The All Products page will display. Click Enter a Product That Needs a Barcode. The packaging Level screen will display. Select the packaging level (Each/Individual was selected). Click Next to identify the type of barcode. IMPORTANT: Packaging levels are hierarchical. You must define the lowest level (each/individual unit) first then proceed to a higher level. User Job Aid v. 0

11 Managing Products/Data Driver HOW TO IDENTIFY PRODUCTS & PACKAGING LEVELS (continued) 8 8 Select the appropriate Product and Packaging Types. Select the appropriate Barcode Dimensions (Defaults to Recommended). Click Next. Note: When selecting the Product and Packaging Types, select as your product is either displayed on the shelf or presented to the consumer. User Job Aid v.

12 Managing Products/Data Driver HOW TO IDENTIFY PRODUCTS & PACKAGING LEVELS (continued) Enter Product Identification, Product dimensions, and Product Weights. Click Next. Select your Department. The Category section will populate. Select your Category. The Sub Category section will populate. Select your Sub Category that describes your item. Click Submit to assign your Barcode number. NOTE: For help on measuring products, click the GDSN Package Measurement Guidelines link within the Products Dimensions area. When entering unit of measure be sure to use whole numbers or decimal representation. (i.e., no fractions) User Job Aid v.

13 Managing Products/Data Driver HOW TO EDIT AN EXISTING PRODUCT Click the Products tab. The All Products page will appear. Select the radio button of the desired product. Click Edit. The Edit Product: Product Packaging page will appear. Navigate through the different screens and edit the desired information This example the Primary Product Description was edited Low-fat. Once you have submitted your edit(s) return to the Products Menu to verify your edit(s) and to complete this step. NOTE: Edits are done to products that have not gone to market. If an item changes, it may require a new GTIN (for more information, reference GTIN Allocation Rules). User Job Aid v.

14 HOW TO CREATE A SALES FLYER Managing Products/Data Driver Click the Products tab. The All Products page will appear. Select the desired product. Click Product Sales Sheet. The Sales Sheet appears. Review information then enter Additional Comments. Upload your product image(s). Click Generate Sales Sheet. A new Product Sales Sheet will appear. Print or click Create PDF then click Close to complete this step. Important: Download and save each Product Sales Sheet as a pdf prior to Print. DATA DRIVER DOES NOT STORE PHOTOS OR SALES SHEETS. User Job Aid v.

15 Managing Products/Data Driver HOW TO CLONE AN ITEM Click the Products tab. The All Products page will appear. Select the desired product. Click Clone. The Clone Product: Product Packaging page will appear. Continue to navigate the screens, edit as needed then Submit your data to return to the All Products page. (For this example, we added a low-fat flavor to our case) Verify the cloned item to complete this step. Note: Data Driver will assign a new barcode to the item, but every other piece of information will be duplicated so it s important to make changes if needed. User Job Aid v.

16 Packaging Options/Data Driver HOW TO BUILD A PACKAGING HIERARCY Data Driver allows you to create different packing configurations for each individual item. Create an Inner Pack On the All Products page, click Enter a Product That Needs a Barcode. The Packaging Level page will appear. Select the desired Packaging Level. (In this example, we selected Inner Pack) Click Next. User Job Aid v.

17 Packaging Options/Data Driver CREATE AN INNER PACK (continued) 8 8 Select the desired item that will go into the Inner Pack. Click Add to List. The item will appear under My Selected Items. Scroll down to the bottom of the page. Click Next to continue. User Job Aid v.

18 Packaging Options/Data Driver CREATE AN INNER PACK (continued) Enter Product Identification details. Select your Barcode Dimensions. Enter EXACT Dimensions and Weights. Enter the Number of Products that will be included in the Package. Click Submit. NOTE: When creating an Inner Pack, while the barcode dimensions area indicates this is for an ITF-, you can change to a GS-8 when printing the barcode. Refer to Printing a Barcode section of this user guide for more information. User Job Aid v. 8

19 Packaging Options/Data Driver CREATE AN INNER PACK (continued) A unique -digit GTIN is now created. Click Next to continue. Click Finish. NOTE: Follow the same steps for additional package levels. User Job Aid v. 9

20 Packaging Options/Data Driver HOW TO BUILD A PACKAGING HIERARCHY Create a Case On the All Products page, click Enter a Product That Needs a Barcode. The Packaging Level page will appear. Click the next level in hierarchy. Click Next. The Create a Barcode for a Case page will appear.. User Job Aid v. 0

21 Packaging Options/Data Driver CREATE A CASE (continued) 8 8 Select the desired item(s) that will go into the Case. Click Add to List. The items will appear under My Selected Items. Scroll down to the bottom of the page. Click Next to continue. User Job Aid v.

22 Packaging Options/Data Driver CREATE A CASE (continued) The New Case Summary will appear. Mixed case units containing more than U.P.C. will begin with 00 to denote more than U.P.C. is contained in the box. Click Print Summary or click Next to continue. Optional: click Locate additional vendors or Print a Product Identification sheet. Click Finish to return to the Products Menu. Review the completed barcode for the first level of hierarchy for that product to complete this step. NOTE: Follow the same steps for a pallet. User Job Aid v.

23 Printing Barcodes/Data Driver HOW TO PRINT BARCODES USING DATA DRIVER (EACH) Click the Products tab. All Products screen will appear. Select the desired product. Click Print Barcode to display the Print Barcode screen. You can load specific Avery label stock and print on a laser-quality printer(minimum requirement). Click Print Barcode Labels. The Print Options window will appear then click Print. User Job Aid v.

24 Printing Barcodes/Data Driver HOW TO PREPARE YOUR PRINTER TO PRINT BARCODE LABELS Select the Avery labels you are using. The recommended print margin settings will populate. Select File at the top of your page to access the Page Set up in Internet Explorer. Click Page Setup. The Internet Explorer Page Setup window will appear. User Job Aid v.

25 Printing Barcodes/Data Driver HOW TO PREPARE YOUR PRINTER TO PRINT BARCODE LABELS (continued) Enter the recommended print margins as stated. Remove any data displaying in your Header/Footer by selecting Empty from the drop-down list. Click OK. Now your Margins are set. 9 Click Print Barcode Labels. The Print screen menu will appear along with a barcode image screen. Select your printer then click Print to print your Barcode. Once you ve successfully printed your Barcode, click Finish to complete this step. IMPORTANT: the first time you click the Print feature, a Pop-up Blocked Warning may appear. Click the actual message bar to allow the Print menu to populate. User Job Aid v.

26 Printing Barcodes/Data Driver HOW TO PRINT A BARCODE Case (Using GS-8) From the All Products screen, select the desired product. Click Print Barcode to display the Print Case Barcode screen. Choose GS-8 from the Barcode Type drop-down list. Choosing GS-8 will display application identifiers. Enter information for the Application Identifiers that apply. Click Next. NOTE: Application Identifiers are not stored in Data Driver. Recommended step - Click Export Applications Identifiers to export and save this information to your PC for your records. User Job Aid v.

27 HOW TO PRINT A BARCODE (continued) Case (Using GS-8) Packaging Options/Data Driver Choose the appropriate Avery label paper you are printing to and adjust the page margins following the instructions listed on the page. Click Finish. User Job Aid v.

28 VENDOR VS NON-VENDOR PRINTING Managing Products/Data Driver External Vendor Printing You will need to provide them with the Product Identification Detail Sheet. It contains information required to print your labels. User Printing If you are printing your own barcode labels, use the illustration on the Product Identification Detail Sheet for placement of label. User Job Aid v. 8

29 Printing Barcodes/Data Driver HOW TO SAVE YOUR BARCODE TO YOUR LOCAL FOLDER a a From the Print Barcode screen, right-click on the image. OPTIONAL: Select Picture, to the image to your graphic artist or box printing company. Click Save Picture As, to save it locally on your computer. Once you ve located your file folder select the file type as a PNG file. Click Save to return to the previous screen. Click Finish to complete this step. Alteration of this barcode image in any way after download from Data Driver may degrade and/or damage the quality of the barcode symbol and detrimentally affect your ability to display, print, or scan the barcode image. GS US is NOT in any way responsible for use of an altered image. User Job Aid v. 9

30 Admin Tools/Data Driver HOW TO EXPORT MY DATA INTO EXCEL Once all of your products are entered into the Data Driver you can export them into an Excel spreadsheet to send off to the retailer with all of your numbers on it. Click Admin Tools tab. Click Export My Data. An Excel spreadsheet will appear. Review your worksheet and save it locally to conclude this step. User Job Aid v. 0

31 Admin Tools/Data Driver HOW TO IMPORT PRODUCT/LOCATION DETAILS Click the Admin Tools tab. Click Import My Data. The Import My Data screen will display to download a template. Click the Products Template (product related data) link or Locations Template (location related data), to download a template to your desktop. Click Next to continue. User Job Aid v.

32 Admin Tools/Data Driver HOW TO IMPORT PRODUCT/LOCATION DETAILS (continued) A A Browse for the file on your local desktop then complete the spreadsheet to prepare for upload to Data Driver. Click Next to load your load your Spreadsheet and to conclude this step. Repeat the same steps for Location. Sample of the Location Template. User Job Aid v.

33 Admin Tools/Data Driver HOW TO LOCATE PRINTING VENDORS Click Admin Tools tab. Click Label Printing Vendors. The GS US BarCode and ecom Certified Solution Partners page will display to complete this step. User Job Aid v.

34 Admin Tools/Data Driver HOW TO PRINT A PRODUCT WORKSHEET Click Admin Tools tab. Click Print New Product Worksheet. The New Product Worksheet page will display. Once you ve printed your sheet locally, you can click the Exit box to exit the pop-up window. This action will conclude this step. User Job Aid v.

35 HOW TO ADD NEW LOCATIONS Managing Locations/Data Driver Click Locations tab. The Identify Your Company Locations page will appear. Click Enter a New Location. The Add a New Company Location page will appear. TIP: Information with asterisks(*) is required. User Job Aid v.

36 Managing Locations/Data Driver HOW TO ADD NEW LOCATIONS (continued) A B C D E A B C D E Enter the following information: Global Location Number (GLN) is defaulted but can be edited Company Name Address Contact information Role(s) for this location Click Save to complete this step. TIP: Repeat the above steps if you need to add additional locations. User Job Aid v.

37 Managing Locations/Data Driver HOW TO EDIT THE DEFAULT LOCATION Click the Locations tab. The Identify Your Company Locations page will display. This section will include your corporate entity and serve as a repository for any locations you have defined. Click the Set as Default link for the location that will serve as your new default Location. The selected location will now have Current Default listed in the Barcode Label Receiving Location field. User Job Aid v.