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      Onboarding: How to add your Product Hierarchy to Adesso

      Introduction

      In Adesso, products can be grouped together in a hierarchical fashion for ease of planning and reporting.  

      Instructions

      1. Download the Product Hierarchy Submission Form.
      2. Fill out the above file to share your product database.
      3. Return the file to onboarding@adesso.ai.

      Sheet Definitions

      Header Definition
      Product Code Product code or Item / SKU
      Product Name Product name
      Product Price List price of product
      UnitsPerCount Units in the Unit of Measure
      UPC Universal Product Code – Required for SKU level Products.
      GLCode GLCode of product
      UnitOfMeasure Unit of measure for product
      Total Code Product parent 3 code or TOTAL
      Total Name  
      Category Code Product parent 2 code or Category
      Category Name  
      Promoted Group Code Product parent 1 code or Promote Group
      Promoted Group Name Product parent 1 name
      Promoted Group Price List price of product
      Promoted Group UnitsPerCount Units in the Unit of Measure
      Promoted Group UnitOfMeasure Unit of measure for product

       

      Workflow

      Workflow Breakdown

      • Item (SKU):
        • The item level is where all the sales volume will be brought into Adesso from the ERP system.
        • Promotion plans and sales forecasting can also be done at the SKU level, although it is common when promoting products, that they are promoted together along with like items (same price points, same package size etc.).
        • These groups are typically referred to as promoted product groups.
      • Promoted Product Groups
        • As mentioned above, items are typically grouped together for promotion planning and sales forecasting.  Instead of having to plan several items individually, they can be grouped and planned all together.  The vast majority of sales activity will happen at this level
        • Typically items of the same brand/category that share the same pack size (eg. 6 pack 12oz box) but have different “flavors” or “recipes” are grouped as PPG’s
      • Brand/Category Grouping
        • By grouping different PPG’s into a brand or category, sales and trade spending can be aggregated, reported on and managed at a brand or category level 
      • Company Total
        • Finally, all the brand/category will “roll up” to a company total level.

      If you want a copy of the Four Levels of the Product Hierarchy, click this link:

        Four Levels of the Product Hierarchy