Owner

U

Untitled

U

Untitled

Verification

Verified

Department

Marketing

Type

Standard Procedure

Use Cases

MarketingPurchasingPortfolio Managers

SOP Overview

This SOP is a collaboration between Marketing, Purchasing and Portfolio Managers in order to publish accurate item information and pricing for our customer to view.

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Terminology

Table of Contents

• Step-By-Step Instructions
• PURCHASING DEPT
• Marketing Department (@Untitled)
• PORTFOLIO MANAGERS

Documentation and Resources

HIDDEN OR DNPOC.xlsx

Related Systems/Applications

Step-By-Step Instructions

PURCHASING DEPT

1. Toggle “Do Not Print on Catalog” upon creation of Item Card for NEW items
2. Un-Toggle “Do Not Print on Catalog” upon creating a Purchase Order. This will allow it to publish.
3. Communicate to Marketing/PAIGE
4. Once Purchase Order has been created and placed with the supplier to UN-TOGGLE and PUBLISH
5. Any Item changes to item code, description name, label or pack size
6. Inbound Channel: All New Items must be marked NEW when posted to inbound channel
7. Check HIDDEN OR DNPOC.xlsx for publish dates to un-toggle to publish

__________________________________________________________________________________________

Marketing Department (@Untitled)

1. Purchasing communicates new item is on purchase order, mark item “Coming Soon” on Provi
2. Check Inbound channel for new items and remove “Coming Soon” once inbound is confirmed
3. Changes to item code, description name, label or pack size received from purchasing ->reach out to Provi via email to make changes for immediate update
4. Update product labels on the Provi Website as Portfolio Managers provide the New Labels
5. Add Tasting Events on Provi to share with Customers
6. Sales Management to send Paige new sales rep assignments to update customer accts on Provi to match Business Central
7. Check HIDDEN OR DNPOC.xlsx to HIDE or UNHIDE per PM’s request

__________________________________________________________________________________________________________

PORTFOLIO MANAGERS

1. Update Sharepoint Excel with items that must be marked HIDDEN/UNHIDDEN on Provi
2. Inform Purchasing regarding items that should not be published on Provi to toggle on item card
3. Send Marketing/Paige label changes to upload to Provi

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