Create Collateral Specifications

  • Click on the Settings tab.
  • Click on the Collateral sub-tab.
  • Click on New Collateral.
  • Enter the English/French name of the Collateral Type.
  • Choose Media Type.
  • Enter the dimensions in inches or in millimetres. Always put the width first, before height.
  • Enter the number of pieces per bundle or leave it as default.
  • Enter an overage percentage (how much extras (on top of required) should be added for production.).
  • Enter the 3-character SKU code. The SKU can be formed of letters, numbers or a combination of both
  • Enter overage percentage for collateral that applies to the specific channel group (corporate, retail, dealer). More...
  • Select the Printing Specification Name (Spec), the number of colours used and when the proof needs to be delivered for approval.
  • If there currently is no Production Specification name set up, save the entry and add required Print Specification. (please refer to Create New Printing Specs section for details)
  • Click on Save to submit changes.

Note

  • Media Types: print, video, device and hardware.
    • Print: used for regular printed material type of collateral. No icon.
    • Video: used for digital content (video screens). Collateral view icon: screen.
    • Device: used for handsets (phones), tablets, etc.… Collateral view icon: phone.
    • Hardware: used for all other elements that need to be shown on the floor plan. They do not appear in any kit or print lists, but they are shown on the floor plan and the fixture view. Collateral view icon: gear
  • Sample section display sample collateral created.
  • Small arrow at the end of Spec dropdown menu will take you to the specifications linked to this collateral.
  • Usage table shows list of the fixtures using this collateral
  • Count in collateral list shows you how many unique elements was created.
  • System will automatically convert inches to millimetres and millimetres to inches. By default system uses inches
  • Count column shows how many unique elements was created.
  • If you use auto allocate feature please place check-mark on Auto assign to fixtures if you want this type of element to be automatically assigned.

Disable Collateral

Unsupported or unused collateral elements can be now disabled. Disabled collateral elements to not show in a list when creating New Collateral in a Program.

To disable collateral:

  • Navigate to collateral element you want to disable
  • Under Status section select Disabled
  • Click save

Note

  • By default disabled collateral is hidden. Click on Show All button to display hidden (disabled) elements.
  • Disabled elements will be grouped at the bottom.

Overages

This feature is primarily meant to be used for replenish-able collateral such as brochures. Overages are automatically calculated and shipped to store Reps to have extra stock for their stores.

Overages appear on the kit-list and are applied to reps automatically.