FREE accounts: Products portfolio

Setting up your products 

If you navigate to your company name on the top right of the application, you will see the option ‘Products portfolio’ appear under the drop-down menu. Selecting this will bring you to the following page.  

From here, you can add your products by pressing the 'Add product' button.

You either have the option to add products one by one or add them in bulk. For instruction to add in bulk, you can skip to the bulk import part.

Adding products one by one

you can pick your product from the suggested list based on your Global G.A.P database or manually add your product by typing in the field and clicking "add 'apples' ''. 

The window that appears after you've clicked the button lets you enter additional information about the product, such as tags or identifiers. Once you added all relevant information you can save the product.

Adding products in bulk

Click on 'add in bulk'. You will then be directed to the page where you can download an excel template by clicking on 'download template'. Please fill in this template.

Product tags are useful for setting up requirements that are product specific. You can then create a requirement for groups of products for example, packaging. To make use of this, please fill in the product tag column(s). 

When filled in, click on 'upload complete template' to upload your filled-in excel template. 

Information from the uploaded Excel template will be loaded in the table, when errors occur in the template, the field will be marked red with an info button on the top right. This will show you why this field is incorrectly filled. Products can only be uploaded when there are no red fields.

When ready and no red fields, click on 'submit' to add the products to your portfolio. 

The main page will now show your added product along with the additional information.

Connecting your products to organisations

What we need to do next is let the platform know which organisations are supplying you with Earl Grey Tea.

We do this by selecting the organisations' field in the corresponding row, which will take us to a new screen. Here you click the 'Add organisations' button in the top right corner. Now you can search or filter and select the suppliers that provide you with Earl Grey Tea.  

There is also an alternative way for you to assign products to organisations. Let us try this for our Spanish producers. If you go to an organisation, you will see a field on the ‘Organisation info’ tab called ‘Supplied products' There is also a tab called ‘Products’. 

You can select both the ‘Edit’ button or the Products tab to be redirected to the place where you can (un)assign or edit products.

Setting up seasons for product x country combinations

Setting up seasonality is mostly useful for our PRO users since they can choose to request documentation for a specific product only when the product is in season. 

Of course you can still decide to add seasons to your products anyways. To set up a seasonality for your product you can now click on '1 Season' in the 'Seasonality' column which will lead you to this screen.

You can see here that there is currently no season defined for the Earl Grey Tea that is coming from Germany. To change this you can click on the three dots on the right and click 'Edit season'. Now you can enter a season for the Earl Grey Tea.