In this tutorial you will learn, how to configure fields of the product master table. The configured table can look, for example, like this
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Let’s say you have following data file and need to create a table suitable for storage of such data.
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Read on:
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Review the current product master table
Navigate to Master Data → Products
The Products master table exists out of the box, but not all the field labels are not matching the labels in the ProductMaster CSV file. When you hover over the column label, a tooltip will display the name of the column in the back-end database.
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From this table layout we can see that we have a standard set of defined columns: Product ID, Label, Product Unit, Currency, Last Update and Pricing Logic. Those columns have special meaning, and you cannot rename them or change their data type.
Additionally, we have 30 customizable columns that are labeled as Attribute1, Attribute2, etc. These are customizable fields and we will rename them to match the incoming columns of our CSV file. Since they’re not visible by default, let’s make them visible:
Click on Show Table Settings → Select Fields to Display to select the fields to display.
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Display fields Attribute1 and Attribute2
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Once you will need display more of them (or hide some of them), use the same approach.
Decide about the mapping
Your goal is to configure the Products master table in the way, so that it can hold data needed for your pricing project. So you need to decide, which fields of the Products table will hold content of which column from the provided data file.
The out-of-the-box fields
sku (labeled Product ID) is the unique ID of the products and must be used, so you need to figure out, which of the field from data file will match it - in this case the Product Id from data file
label (labeled Label) is a product description, so it’s a good place for the Product Name from the data file.
unitOfMeasure (labeled Product Unit), should hold unit of measure of the product, and we have the UOM column with relevant content in the data file
currency (labeled Currency) is used for default currency used for the product. We have corresponding content in the Product Currency column.
lastUpdateDate (labeled Last Update) shows the timestamp of last change of the records. This field is not uploaded, but modified by the system. So we do not have to care about it.
formulaName (labeled Pricing Logic) is used only in special cases, and for sure NOT uploaded. Ensure you do not accidentally upload some data into this field, because it would cause malfunction of price calculations.
You do not have to use all the out-of-the-box fields, but at least the sku must be used.
The customizable Attribute# columns - Here you can store all other columns from the data file, which you really need to import. For example, let’s say you decided to use the following attribute fields:
Attribute1 - use it for Product Family
Attribute2 - use it for Business Unit
Attribute3 - use it for Product Category
Attribute4 - use it for Product Group
Attribute5 - use it for Product Type
Attribute6 - use it for Product Class
Attribute7 - use it for Discount Family
Attribute8 - use it for Industry
Attribute9 - use it for Product Group Id
Configure the Products Master Table fields
We recommend to set up the column labels, names and data-types according your dataset, as it’s the way how it will be used and shown in the solution. Here we show some particular example.
Configure the field Attribute1
To open the field context menu, right-click on the label for the Attribute1 column, or click on the … (this button appears only, when you hover the column label)
Click Rename and Customize Column. The dialog will appear.
Rename the field to "ProductFamily" (no spaces allowed in names)
Set the label to "Product Family", as it was in the datafile.
Set the Type to String
click on Confirm Changes. A confirmation will come up, so confirm the change.
Repeat the steps above for all the other columns in the CSV file using the following assignments (set both Name and Label for each field, where the Name cannot have spaces)
Attribute2 = Business Unit
Attribute3 = Product Category
Attribute4 = Product Group
Attribute5 = Product Type
Attribute6 = Product Class
Attribute7 = Discount Family
Attribute8 = Industry
Attribute9 = Product Group Id
Some of the columns in your data file will be aligned with some of the columns that are provided in the Products master table out-of-the-box. See the previous section about mapping. For such fields you can change only labels.
Change the label of the sku
To open the field context menu, right-click on the label for the Attribute1 column, or click on the … (this button appears only, when you hover the column label)
Click Rename and Customize Column. The dialog will appear.
change the Label to "Product Id"
keep the setting of Required as it is (most fields are not required).
click Confirm Changes. A confirmation will come up, so confirm the change.
Repeat the steps above for all the other columns in the CSV file using the following assignments:
label - set label "Product Name"
unitOfMeasure - set label "UOM"
currency - set label "Product Currency"
Fetch Products' Field metadata to your project
In case you already have your project set up in IntelliJ and also connection to partition set up, fetch the new fields' metadata to your project, so you can store it to Git.
Fetch the new fields' metadata to your project, including the Preferences.
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This how-to guide is also available as a video tutorial
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All our how-to guides and video tutorials contain screenshot of our demo system and the information that you see will differ depending on your organizational configuration and the version of Pricefx software that you are running. |
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Introduction
In this tutorial we cover signing in with Single Sign On (SSO) as well as using your Login Credentials.
Both of these can be used with Two Factor Authentication, which we discuss too.
To begin with your organization will have a web address that points you towards the Pricefx server where the organizational data is stored.
You should receive this from your system administrators along with your login instructions.
Once you navigate to your Pricefx login page, you can login in 2 possible ways.
Single Sign-On
Login Credentials
Both of these can be used with Two Factor Authentication, which is covered separately below.
Single Sign on
Single Sign On is an option your organization can implement whereby a feature is added to the system allowing you to sign on using an existing internal username and password.
If your organization has implemented this option, you'll see a single sign on or SSO login option positioned below the login button.
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If you’ve been granted access and click on this, you will automatically be logged into the system.
If you are asked for additional information, chances are that your organisation has implemented 2 Factor Authentication which is covered in more detail below.
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If your organization has implemented Single Sign On and you’re not able to access the system, ask your system administrators to investigate. |
User Credentials
Logging in with your User Credentials requires 3 pieces of information.
Namely
Your username (usually case sensitive),
your organization partition, and
your password.
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The partition is information unique to your organization and potentially your business unit or region. If you're struggling to access the system using a partition that you've been provided, chances are that your organisation has multiple partitions and you should enquire with your system administrators whether the partition you’re trying to access is correct and that your profile has been set up correctly. |
Once you’re sure you have the correct credentials fill in the details provided and click on the login button.
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Once you click on the login button you'll be directed to the Pricefx home page, which we will cover in more detail in a future tutorial.
2 Factor Authentication
Two-factor authentication adds an extra layer of security to the process of logging in to the application. If this has been set-up by your organization when you attempt to log in, either through Single-Sign-On or with your User Credentials you will be asked to enter a one-time pin or OTP.
This one-time pin is provided by an authentication tools, such as Google Authenticator, Authy, Microsoft Authenticator, FreeOTP, etc.)
When your system administrator sets up your account with 2 Factor Authentication an email will be sent to your registered email address with a QR code and a shared secret key that needs to be stored in the authentication application.
The email should also provide details on which authentication app to use and how to access it.
Download the relevant app and then in the app create a new account for Pricefx and scan the QR code or enter the secret key provided in the email. This will validate your credentials and setup your account.
Once the account is set up, the app will generate a one-time pin each time you log into Pricefx.
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If you change devices or lose access to the authentication app, you can re-use the secret key on a new device or if it has expired, request a new QR code from your system administrators. |