Managing Products

A product is simply the type of good that your company is moving through the supply chain. Products form the basis of the traceability journey in Wholechain. Your product assortment can be found in the Products page, which will be the main starting point for viewing your business' inventory and logging all traceability events. There are two ways that product items come into existence in your Wholechain account - a Commission event, representing the harvest or origin of an item you'll be tracing, or a Receive event, which represents inventory coming into your custody from a Network Partner. In both cases, you must have previously set up the products' inventories. 

Here's some key information to help you navigate managing your products in Wholechain. 

Note: If your company is GS1 compliant, your product can be linked to a Global Trade Item Number (GTIN). For all tracing activities, you'll be able to add each product's serialized ID or lot ID as well. 


Create a new product

One of the first steps you'll take when onboarding with Wholechain is to set up your products. You can create a product in just a few short steps from the web or mobile app.

1
Navigate to Products page from the left-side menu

2

Product Name

Click Add in the upper right-hand corner, and a drawer will appear to the right indicating all the information you'll need to fill in, starting with the product name. The name you assign to a product can be anything that will help your team identify the product at hand. It could just be a short description or include an internal SKU number. 

3
Default Blockchain

The default blockchain that you select for a product means that all blockchain events (Commission, Decommission, Send and Receive) containing this product will automatically be written to the blockchain selected. At the moment there are two blockchains Wholechain support, and the number of blockchain confirmations included in your plan can be found in the Settings page under Plans and Billing

4

Lot vs Serial Traceability

Note: There are certain product settings that cannot be edited after creating the product, including the traceability type and unit of measure settings described below.

There are two core types of traceability that Wholechain enables - lot-based, as well as serial traceability. Each product will be set up associated with one or the other. 

You can read a more detailed explanation of the difference between them in this article, but here's a basic overview: 

  • Lot-based means you're tracing items through the supply chain based on their lot number - which is a group of products that are associated, typically based on their harvest date or production run. 
  • Serial traceability is when you're tracing one single individual product that is differentiated from all other products based on a serial number. Examples would be a car or a smartphone. 

Lot Traceability units of measure

If you select Lot traceability, there will be two additional options that appear that are related to the unit of measure you'll be using in Wholechain. The options are whether or not you'd like to define your units of measure by their size, or not. 

If you choose Yes under Defined Units, you'll select your unit descriptor, as well as the unit quantity. In the example below, the Almonds will always be tracked in lots of 14-lb cases: 

If you choose No under Defined Units, you'll only select the more general unit of measure you'll be using to trace the product. In the example below, the Almonds will be traced in lots measured in kgs. 

Serial Traceability

If you select the Serial Traceability type, you'll only need to select the general unit of measure that you'll be using to trace your products. In the example below, the Smartphone B will be traced by serial number in units. 

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Optional Identifiers

This section allows you to add additional identifiers for each traceability event you log for this product. For example, if you know that a certain product will always be associated with a Purchase Order or a Work Order, you can check those boxes. You can also select whether these identifiers should be mandatory or optional to collect, and the "Other" option lets you specify an identifier not listed by default. 

Update product information

When setting up a product in Wholechain, there are certain universal details you're prompted to set (i.e. product name and unit of measure). In many cases, there are additional product details you might want to capture in each event record with Master Data. This could be to comply with certain certification standards, EPCIS, or just for your internal records. Here's how to update your product's details and add custom Master Data attributes to any product: 

1
From the  Products page, click on the product to which you'd like to add master data and click on the  Settings tab.


2
To update the product name or add GS1 identifiers, select to edit the master data.


3
To add Master Data Attributes, scroll down to the Custom Master Data Attributes table, and click Add an attribute

4
You'll be prompted to fill out the attribute details. Attribute refers to the name of the detail, i.e. Species Code. ElementID simply indicates how the attribute will appear in each event record's data. Value refers to what the attribute is for the product, i.e. SOC - which refers to the species Sockeye Salmo
5
Click  Add Attribute, and you'll see it appear in the table. You can add as many custom attributes as you like, just remember to press Save in the top right of the settings before leaving the page.  
6
To edit Event Data (Blockchain and Optional Identifiers) Navigate to the Event Data tab within your Product Settings and click Edit.  

7
Edit the Event level Data from this modal and save.


Delete a product

Modify a product's name or ID, or delete a product altogether in just a few short steps. 

Notes

  • You cannot delete a product that has any current inventory items.If you delete a product and there is existing inventory on hand, you will not be able to send the product to any of your Network Partners. Any previously logged events, or previous inventory sent will not be impacted. 
1
Navigate to the  Products page from Wholechain's left-side menu. 
2
Click on the name of the product in your assortment that you'd like to modify or delete. 

3
To delete the product, click  Actions > Delete Product

You'll be asked to confirm because this action cannot be undone. If you'd like to confirm, click  Yes and the product will be deleted. 




View on-hand inventory

The Current Inventory screen, accessed via each individual individual product from the Products page, is the central place from which you'll log most supply chain events. These are the product items that are currently in your business' custody, whether because you've commissioned them, received them from a Network Partner, or transformed different product into them.  

1
Navigate to the  Products page from Wholechain's left-side menu. 
2
Click on the name of the product whose current inventory you'd like to view. 
3
Click on the Manage Inventory tab, and you'll be able to see all the inventory currently in your custody, as well as certain key details about the items, such as primary ID, previous event, quantity and location. 


Export on-hand inventory

Exporting your inventory can be handy for comparing with your other internal systems, or just for obtaining a snapshot of your current position. You'll only be able to export on-hand inventory for one product type at a time. 

1
Navigate to the  Products page from Wholechain's left-side menu. 
2
Click on the name of the product in your assortment that you'd like to export inventory for, and you'll be taken to the Current Inventory tab. 
3
Select the inventory items from the list that you'd like to export using the left-side check boxes. 
4
Click Actions, and then Download XLS. A CSV file containing the inventory with all the product's current data elements will automatically download to your computer. 

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