Welcome to the Productsup Retail platform! We are very excited to enter into a partnership with you, and to offer you our best and most novel functions and capabilities. We know we can help you take complete control over your product content. We offer the ability to import content in one click, enrich and personalize your content, and share your content with any retailer!
While we pride ourselves in offering an intuitive system that is clear and concise, it is always possible for you to have questions. At Productsup, we are ready and willing to help. Please use these articles to quickly look up any questions you may have, and use the support system if you would like to request personal assistance! We will start with an overview of the first screens you will see as you log into our network.
From all of us at Productsup, we thank you for using our system!
GETTING STARTED
When you first arrive at the Retail platform website, you see a login page where you can sign in to your account.
To log in:
Enter your email address in Email and select Log in.
Provide your password and select Log in once again.
If your account uses two-factor authentication, enter a code from your authenticator app in One-time code.
TIP: You provided your email but can't remember your password? Select Forgot Password? to reset your password via email.
If you also have a Productsup platform account, your Retail platform login data now gives you access to both platforms so you don't need to log in to each platform separately.
THE MAIN SCREEN
When you log in, you see your main screen. It consists of four (4) main components:
Dashboard
Navigation bar
Workspaces menu
Account settings
The Dashboard area is the main part of the screen. It shows reports and widgets informing you about the state of your product data in the chosen workspace.
The navigation bar lists the features available to you in the chosen workspace. You can find the navigation bar to the left of the screen as highlighted in red on the screenshot.
The workspaces menu lets you switch between the available workspaces and, if permitted, enable or disable the admin view. You can find the workspaces menu in the bottom-left corner of the screen as highlighted in yellow on the screenshot.
The account settings let you edit your profile data, set account preferences, manage your workspace information, and so on. You can find your account settings in the top-right corner of the screen as highlighted in pink on the screenshot.
Dashboard
The Dashboard is the bulk of the main screen. It shows many widgets with different functions that give a quick overview of and links to your registered products and data.
See The 'Dashboard' and its widgets for more information on widgets.
Navigation bar
The navigation bar contains the following items:
'Dashboard' can be considered the main screen of the Retail environment, and shows important widgets that represent your data and offer quick links to your most important functions.
'Products' directs you to a list of all your registered products, both finished and unfinished.
'Imports' shows an overview of all imported products.
'Exports' shows an overview of all exported products.
'Shared' consists of two sub-groups:
'Tasks' shows all open tasks to be taken up and finished.
'Media' shows all image files that have been saved in the system, which can also be sorted by collection.
'Users' directs to a list of all users, where their details and information can be checked and verified.
'Brands' directs to a list of all brands, where their details and information can be checked and verified.
'Datamodels' contains models which show the possible ways in which your data will be shared with retailers, and this widget allows for the possibility to export your own datamodels onto these models. In this way, your product information is automatically 'translated' for use by other accounts.
'Mappings' contains import and export mappings relevant to your workspace.
'Channels' contains the channels available to your current workspace.
'Categories' directs to a list of all categories, where their details and information can be checked and verified.
'Tools' provides the HTML Editor and Story manager features.
Workspaces menu
The workspaces menu in the bottom-left corner of the screen lets you switch between the available workspaces and, if permitted, enable or disable the admin view. You can see the admin mode switcher only if you are an admin user in this workspace.
Account settings
The account settings icon lets you change your personal information and password in Profile and your overall Retail platform account preferences in Settings.
NOTE: You can see the Projects link leading to the Productsup platform if you have a Productsup platform account besides your Retail platform account.
Profile settings
Profile settings give an overview of your registered personal information and let you edit it. The available information you can edit is:
'Name': Your name;
'Email': Your email address;
'Mobilephone': Your mobile phone number;
'Address': The geographical address where you are located;
'Region': The geographical region where you are located;
'Position': Your position within the company;
'Avatar': An image you can use to represent yourself - if no image is chosen, your initials will be used as avatar. With the blue 'Choose'-button, you can upload a file from your own pc to be used as an avatar;
'Role': Here you can fill out the role of the user;
'Language': Here you can choose the language in which to show the website. You can choose between Dutch (Netherlands), Dutch (Belgium), French (Belgium), Swedish (Sweden), Danish (Denmark), Finnish (Finland), Norwegian (Norway), French (France), English (United Kingdom), German (Germany), Portuguese (Portugal), Spanish (Spain), and Italian (Italy);
'Workspaces': This field shows all the workspaces that you have access to;
'Workspace': This field shows the workspace that is selected at the moment, and of which the information will be shown on the dashboard.
In the Security tab, you can change your password:
Retail platform account settings
You can change your overall Retail platform account settings in Settings. See Settings for more information on each tab in your Retail platform account settings.
The 'Preferences' tab of the 'Settings' menu gives the option to select or deselect certain settings for the platform's user interface.
'By default, expand export mappings of current workspace.' - If this preference is selected, in the functionality 'Export mappings'
'In 'Products', set 'Variant Name' filter on 'Master Data' by default.' - In 'Products', filtering will automatically happen based on master data. If this preference is not selected, under 'Variant Name' a different option for filtering can be chosen.
'When exporting products, automatically fill in the retailer's e-mail address.' - The retailer's email address will be automatically filled out if this preference is selected and the address is known.
'By default, only archived products will not be shown in the product overview.' - If selected, all products, regardless of status, will be shown in the product overview, except for archived products.
'Application scaling.' - here, one of five sizes for the interface can be chosen.
Switch between Productsup and Retail platforms
The Productsup and the Retail platforms now share the same login.
If you have accounts in both platforms, you can switch between the platforms using the profile icon in the top-right corner of the page.
To switch between the platforms:
Select your user profile icon in the top-right corner of the page.
Select Projects.
Help and Support
If you experience issues with the platform and need assistance or if you have questions about some features, you can reach out to our support team directly in the platform:
In the top-right corner of your view, select the Help and Support icon. You can find it next to the account settings bubble.
In the window Learn and be curious, select Contact Support.
Open Messages and select Send us a message to start a chat with our support team.
The 'Support' widget contains several options for help and the possibility to look up answers to your questions. This useful function also offers personal assistance from a support team member!
In the Help menu, the top option 'Start a conversation' allows you to contact support. The button 'Send us a message' will call up a chat box where questions can be asked, which will be picked up and answered by a support team member as soon as they are seen and read.
If a conversation has been started, it will be saved in the help menu under 'Continue the conversation', where it can be picked up at any time.
You can also start a new conversation, with the button 'Send us a message' under 'Start another conversation'. With 'See all your conversations', you are directed to a history of all your past and current conversations with support team members.
In the field 'Search for help', you can search for articles pertaining to your questions by typing key words or phrases and pressing the <Enter>-key.
Fill in your email address in the field 'Subscribe to our newsletter' to automatically receive a letter with tips, articles, and important updates and events in your mailbox! In the 'Navigation' bar on the left side of the page, shortcuts are available to get to various functions within the Retail platform system. These functions are comprehensively explained in their own articles, but here a short summary (and a shortcut to their appropriate articles) will follow.