Overview

This article provides instructions on how to view, modify and upload your product master data list for Track & Trace.

Applicable to 

Track & Trace Web Console

Information

Master Data Page Location

1. Click on Settings at the bottom of the navigation menu on the left.

2. Click on Track & Trace which appears in the navigation menu. 

3. Make sure the Master Data tab is selected at the top.

Master Data Page Layout

1. Search: Use this field to find a specific asset.
2. Upload: This button allows you to upload a product list or download a template file to create your product list. 

3. Add Product: Manually add a new asset to your master data.
4. View: Choose between viewing the product list or the category tree.

5. Asset list: A paged list of all of the assets in your master data. 

Click on any of the assets in the list to bring up its details panel on the right. The details panel allows you to view and edit all of the asset's information.

Upload a Master Data File

Complete the following steps to upload a Master Data file:

1. Click on the Upload button and then on Download Template File to access the reference template if you have not done so already. 
2. The reference template file will show you which fields can be specified in the template file. You will also find some sample data to show you how the file needs to be formatted.

3.   You can specify the following asset information using the master data file:
   1. GTIN: The asset's product identifier or PID.
   2. Product code: the asset's SKU.
   3. Product label short: a brief description of the asset.
   4. Product label long: a detailed description of the asset.
   5. Category parent: the asset type to which the asset belongs.
4. Once you the Master data file is ready to upload, click on the Upload button, choose Upload Products and select your file for upload.

Categories

The Master data page also allows you to edit the category hierarchy which organizes products: 

1. Click on the View dropdown in the top left to choose Categories.

2. You will now see an editable tree structure for your categories.

3. You can edit any item in the category tree by clicking on it. 

3. You can expand any category to view its sub categories by clicking on the arrow to its left.
4. You can delete a category by clicking on the trash can button on the right. Note that if a category contains sub categories these need to be moved or deleted first. 
5. Use the drag handle to the right to move a category within the tree structure.  
6. Use the Add Category button in the top right to append a new category to the top level of the category tree. 
7. While in the category view, the Upload button in the top right allows you to bulk upload a new category tree.