Step 7 - Items

Items are added to a Team to allow questions to be asked about the client’s products. It increases the value of data collected and provides a context for questions asked on reporting.

Responsible for step – Account Team

Tasks in step

Obtain a list of Items (skus, products) from the client
Add Item categories
Add Item manufacturers
Add items to item list

Overview of steps

Add Item Categories

Item categories are used to group items together to make them easier to locate. Categories are created first and tagged to each item.

Detailed Instructions about item category setup is available in this article

Add Item Manufacturers

Item manufacturers are tagged to each item to provide information about who produced them. This is important information when re-ordering products for a program.

Detailed Instructions about item manufacturer setup is available in this article

Add Items

Items are added to a Team to allow questions to be asked about the client’s products. There are two methods for adding items. Manual Add and Uploading.

Detailed Instructions about items setup is available in this article