Foundation Data Configuration

Introduction

The Foundation Data section enables management of essential data by the system operator, including merchants, suppliers, retailers, and manufacturers. It allows you to creating and managing items under specific merchants or suppliers, define relationships between merchants and these entities, and search ports. This serves as the groundwork for smooth downstream operations like project creation, purchasing, and PO issuance.

System Roles Management

The steps for adding suppliers, retailers, and manufacturers are the same. Here, take creating a supplier as an example.

Create a Supplier

1. Sign in to item OMS (opens in a new tab) with your account.
2. Navigate to Foundation Data > Merchant.
3. Click + New Supplier to open the creation form.
4. Enter the Supplier Name and set the Status (default is Enabled).
5. Select the Related Merchant from the dropdown.
6. Provide additional details, including:
   • State, City, Address, Zip code.
   • Email, Phone Number.
   • The receiving file path, Processed file path, Error file path, Success file path for EDI files transaction.
7. Upload the Logo if available.
8. Add any Notes for reference.
9. Click Save to complete the setup.

Add Items

Once the foundation data are added, the next step is to add items info. The system allows you to either import products in bulk or manually add individual items.

Import Items

1. Navigate to Foundation Data > Item.
2. From the item list page, click + Import Item.
3. Click Download Item Template and fill in the required fields in the template.
4. Upload the completed template to the system.
5. Click Submit to complete the import process.

Manually Add Items

1. Navigate to Foundation Data > Item.
2. From the item list page, click + New Item.
3. Complete the basic info.

Basic Item Info

Additional Info