POBS | Virtual Product Onboarding Overview (For Brands and Retailers)

POBS | Virtual Product Onboarding Overview (For Brands and Retailers)

1. OVERVIEW

The Product Onboarding System (POBS) is a dedicated system for managing the creation and approval of new Virtual Products within the Custom Product Platform (CPP). 

Virtual Product ‘Jobs’ can be imported via CSV - this process automatically creates Virtual Products from all specified Supplier Approved Blanks. Each job has to progress through several Statuses and pass the mandatory 2-step Product Approvals process before the associated product can be put live. 


The diagram below shows a simple POBS Workflow Overview:

Each job is assigned a unique Job ID for tracking purposes. All associated product information and status changes are stored against each job along with a full audit history and reporting tools.

POBS can be accessed via ‘Product Onboarding’ menu in CPP: Click here to go to POBS >>

*Please Note: Only users with a CPP Enterprise Licence and relevant user privileges can access the Product Onboarding System. For more information on available CPP licence options, please see our website:



2. STATUS SUMMARY

There are 7 Primary Job Statuses within POBS:



  1. Waiting to Start*

New jobs have been imported to POBS - no user has been allocated

*This status is skipped if a Creator User is allocated within the CSV Import

  1. Allocated

The job has been allocated to a Creator User

  1. In Progress

The job is currently being worked on by the Creator User

  1. Awaiting Supplier Approval (P1)

The job ready for the P1 Approver to review

  1. Awaiting Retailer Approval (P2)

The job ready for the P2 Approver to review

  1. Ready for Publishing

The job has passed the 2 stage approval process.

The product is moved to the ‘Live’ category folder in CPP ready to be published.

  1. Published / Live (30 days)

The product has been put live. 

After 30 days the job considered complete and is automatically removed from the active POBS Dashboard (Archived)



3. INTERACTIVE DASHBOARD

POBS displays an interactive dashboard of active jobs currently in the system, offering an ‘at a glance’ status summary. 

When a new job is imported, the dashboard is populated based on each specified Blank Product Supplier having a dedicated row. If additional jobs are imported for an existing Supplier in the dashboard, the new jobs are automatically added to the metrics within the same row.

The top row of the dashboard displays a combined number total for all jobs at each status - this is especially useful when working on multiple jobs across multiple Suppliers Blanks simultaneously.

Each metric within the dashboard is clickable and will take you to a filtered Job List View based on the associated status. 




4. JOB LIST VIEW

The Job List View offers a detailed list of all jobs by default. Each row represents an individual job and its associated information. 

Search tools are available to filter / find specific jobs based on:

  1. Job ID - Find an individual Job
  2. External ID - Can be used to find 'groups' of jobs
  3. Status  - Find all jobs at each status
  4. Supplier - Find all jobs where the Blanks relate to a specific Supplier



Advanced search criteria are also available to allow searches based on:

  1. Creator User - Show all Jobs allocated to a specific Creator User
  2. Creator (Company) - If multiple companies are in use, you can isolate which jobs apply to each specified Company.
  3. Created From / To - Filter Jobs based on Import Date


Once filtered, job information can be exported (via the ‘Export Jobs’ button) which produces a CSV of all associated jobs and information which can be used for reporting  / job management purposes.



The Job List View also provides access to the Job Info Page for each individual Job. This is located via the ‘Edit’ button under Actions:



5. JOB INFO PAGE

The Job Info Page contains all specific job information as imported, along with some additional menus and options to aid the allocated Creator User. It also contains all Contextual Action Buttons for the Creator User to progress the Job Status (or pull it back if deemed necessary).


Info

Static

Provides a summary of Job Information as specified via the ‘Required’ columns within the CSV Import

Assets

Static

Manually Upload Assets against the job for reference purposes - this is not tied to the CSV

History

Static

Job status History, including timestamps and feedback comments from any Rejections

Attributes

Static

Additional information as specified in the ‘Optional’ CSV Columns

Open Product

Static

Access the Virtual Product to review or update the product configuration as required.

Copy Existing Product*

Static

*Allows setup information from LIVE products to be copied over to this job. This is intended to help speed up creation times when adding personalisation functionality.

Allocate

Contextual - Appears IF

Status is Waiting to Start

Allows a Creator User to be allocated manually - progresses the Job Status to Allocated.


Reallocate

Contextual - Appears IF

Status is Allocated

Allows the job to be reallocated to a different Creator User - status remains the same.


Start

Contextual - Appears IF

Status is Allocated

Creator User clicks to confirm that the Job has been started - progresses the Job Status to In Progress.

Submit for Approval

Contextual - Appears IF

Status is In Progress

Creator User clicks to confirm that they are happy with the Virtual Product - progresses the Job Status to Awaiting P1 Approval

RECALL

Contextual - Appears IF

Status is P1 or P2 Approval**

Only to be used IF a job has been submitted for approval by mistake or an issue has been identified.

Creator User clicks to recall the job from Product Approvals, and revert the status to ‘In Progress’


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