How to enable Automatic Version Stepping for product codes
This guide will explain how you can configure your Erudus wholesaler account to automatically step up your product codes to the most recent version of a product.
What is Automatic Version Stepping?
Automatic Version Stepping is a feature introduced to Erudus with the aim of helping wholesalers manage their product catalog more effectively. The rate of product changes can result in wholesalers having large numbers of product updates to review which in may instances can be a time intesive task, although it is vitially important that this task is carreid out to ensure the accuracy of the product data that is available, depending on how a wholesaler opperates, it may be possible to automate this process or partially assist in this process.
How does it work?
When a Manufacturer makes changes to a product that you have a product code assigned to, you will be notified that a change has been made and will be prompted to either step the code to the latest version or hold your code on the current version.
You can opt in to have your product codes automatically step up to the latest version of a product based on the type of change that is made to a product (minor or major).
Quick Overview
When logged into the Wholesaler Dashboard, select Products
Navigate to the drop-down next to "add products," indicated by 3 dots.
Select "Configure Version Stepping."
Select the relevant version stepping configuration and select Save.
Applying Automatic Code Stepping | Step 1
From the Wholesaler Dashboard, click the "Products" button to be taken to the product catalogue
Applying Automatic Code Stepping | Step 2
From the product catalogue, click the dropdown menu on the right side of the screen and select the button to be taken to the product catalogue, and click "Configure Version Stepping".
Applying Automatic Code Stepping | Step 2
By default, the version stepping configuration will be set to "Manual Version Stepping". You can use the dropdown menu to change the setting for stepping codes to different versions of a product to one of the following options:
- Manual Version Stepping
- Products with Minor Changes
- Products with Minor or Major Changes
Once you have selected the setting you wish to use for automatic product code stepping, click "Save Changes."
Applying Automatic Code Stepping | Step 3
Once the changes have been applied, a banner will appear at the top of the "Products" page to inform users that automatic version stepping is active.
Note: Historic updates will not automatically step to the latest version after settings have been applied, only updates from when the setting has been activated.
If you have any further questions, please feel free to reach out to the Erudus support team on 0333 121 8999 or via email at support@erudus.com