As an administrator, you can view and edit product details to control how products are displayed in Crisp dashboards, allowing you to make sure Crisp reflects your current offerings and matches the way your organization internally refers to your products. For more about administrator access: Managing user permissions.
Note: You can also use MDM to edit how products appear in partner offerings like UNFI Insights and Crisp at Dot. To do so, you must link your accounts at those partners to a Crisp account. For instructions see Accessing UNFI Insights data in Crisp or Connecting your Dot account to Crisp.
Editing products/stores involves downloading and editing a CSV file, so you will need access to a spreadsheet application (such as Google sheets) to make changes to your products.
Administrators can make the following changes to their products:
- Customize product display names, categories, and subcategories and remove or combine products
- Create store regions to help you track the store groupings important to you
Editing, removing, and combining products
Steps:
- Log into your Crisp account.
- From the main menu on the left side of the screen, select MDM.
3. Choose how you want to download product data:
- If you want to download and edit all of your product data, select the Download button.
- If you only want to edit new products that have been added since the last time you updated products, select the Download New Rows button.
The spreadsheet downloads and lists the products you specified.
4. Open the spreadsheet, then edit your product details by entering/changing values in any of the following columns.
Note: Do not add tabs or sheets to the spreadsheet as this will cause errors when you upload your changes.
-
product_name_override: Enter a new display name for the product so that names in Crisp match your internal naming conventions.
Note: The product_name column is sourced from your first Crisp connector alphabetically. For example, if you have three Crisp connectors (Aldi, Target, and Walmart), the product_name column in the MDM spreadsheet will display the Aldi product name because it comes first alphabetically. -
category & sub_category: Update or create categories/subcategories, so you can filter your dashboards by groupings important to you. For example, you can divide your products by type (such as popcorn or nuts) or by flavor profile (such as sweet or savory). Once you create categories, you can access them in the More filters menu on your dashboards, to the right of the main filters. Category and subcategory do not create a hierarchy (i.e., subcategories do not roll up into categories), and they appear on your dashboards as separate filters.
Hint: We recommend adding categories for all your products to ensure they show up correctly in all Crisp dashboards when filtering by category. If a product doesn't have a category, we recommend entering "N/A", so these products still show up in category filters.
5. If you want to remove a product from Crisp dashboards for a specific retailer (e.g., UNFI), such as for a SKU that has been discontinued, change the value in the enable_retailername column to FALSE.
Note: If a product has had a GTIN change but kept the same name, it may appear twice in the spreadsheet. Both will need to be unchecked in order to remove the product.
6. If you want to combine products, enter the same name for the products you want to combine in the product_name_override fields.
7. To save your changes:
- Save the CSV file, then return to Crisp and select the Upload button.
- Drag and drop your file to the upload box, or click the box to select a file.
A progress bar appears and indicates the system is validating your file. - Once your file is validated by the system, click the Review and Submit button to see a summary of your changes and make sure you approve the changes.
- To finalize your upload, click the Save button.
Your changes are saved and the progress bar indicates we are applying your changes. Once we finish applying your changes, they will appear in your dashboards. Note: If you are making changes you want to appear in Crisp at Dot reports, these reports pull in MDM changes every four hours, so you can expect your changes to appear within four hours.
Creating store regions
On the Store data tab, you can create store region groups, so you can filter your dashboard by these groups. For example, if you want to focus on stores in the southwest United States and not all your retailers/distributors group their stores that way, you can create your own store grouping.
Hint: You can also create a store grouping for things that are not based on region, such as stores at which you are running a promotion or stores you want to focus on for outreach on supply issues.
Steps:
1. From the main menu on the left side of the screen, select MDM.
2. Select the Store data tab.
3. Choose how you want to download product data:
- If you want to download and edit all of your store data, select the Download button, then choose All rows.
- If you want only want to edit new store data that has been added since the last time you updated store data, select the Download New Rows button.
The spreadsheet downloads and lists the products you specified.
4. In the tool of your choice, open the spreadsheet you downloaded in the previous step.
5. In the store_sales_region column of all the stores you want to include in the group, enter a name for the store group (e.g., Northeast or Fall Promotion).
Note: You can only edit the following columns:
- store_sales_region
- store_category_1
- store_category_2
- store_category_3
- store_category_4
You cannot edit the other column fields, including chain name and store name fields. The additional store category columns can be used to add an alternate chain or store name or any other attribute you want to add.
6. To save and add your changes to Crisp:
- Save the CSV file, then return to Crisp and select the Upload button.
- Drag and drop your file to the upload box or click the box to select the file by location.
A progress bar appears and indicates the system is validating your file. - Once your file is validated by the system, click the Review and Submit button to see a summary of your changes and make sure you approve the changes.
- To finalize your upload, click the Save button.
Your changes are saved and the progress bar indicates we are applying your changes. Once we finish applying your changes, the region group you created will appear as a filter in your Crisp dashboards, so you can easily track these stores as a group.
Note: If you are making changes you want to appear in Crisp at Dot reports, these reports pull in MDM changes every four hours, so you can expect your changes to appear within four hours.
Hint: You can find this new filter by selecting the More option in the filter menu, then selecting your store group from the MDM Store Sales Region filter.