custom catalog rules vs.1 - fisher scientific · custom catalog rules ... 12. q u i k t i p s...

FisherSci.com

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These materials are provided by Fisher Scientific as a service to the public and are to be used for personal informational purposes only. Reproduction without the express written permission of Fisher Scientific is strictly prohibited. Vs. 01

Copyright © 2005, Fisher Scientific Company L.L.C., All rights reserved. www.fishersci.com 2

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Table of Contents

APPLYING RULES TO THE FISHER RULES ENGINE ADMIN CONSOLE....... 5

PRODUCT BUY RESTRICTIONS .............................................................................. 17

PRODUCT VIEW RESTRICTIONS ........................................................................... 19

PREFERRED PRODUCTS ........................................................................................... 21


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p ss Custom Catalog Rules

QuikTips offers a systematic guide on the use of the Custom Catalog Wizard in order to apply customized catalog rules to meet your organization’s strategic sourcing goals. Purchasing Administrators/SuperUsers can use the following features via the Fisher Rules Engine Administrative Console in order to specify these rules: • Product Buy Restrictions • Product View Restrictions • Preferred Products What is the Fisher Rules Engine Administrative “Admin” Console? The Fisher Rules Engine Admin Console allows Administrators/SuperUsers to build custom restrictions and rules in one convenient, central location which can be associated with Product Buy, Product View and/or Preferred Products. Once rules are designed via the Console, you can quickly and efficiently build and edit your restrictions as needed. What are Product Buy and Product View Restrictions? Product Buy and View Restrictions enable you to prohibit the purchase or viewing of specific products. This functionality allows you to direct the user to a more appropriate product or source using customized messages. You can restrict products by catalog number, commodity code, class, vendor number, VMA number, and/or type. Depending on the rules you apply, users might be able to view those products in an online store, but will not be able to add them to the Shopping Cart. In addition, Product Rules can also be configured so that users will not even see product descriptions during a search. Why would I create Product Restrictions for end users? In order to eliminate the possibility of unauthorized purchases and to enforce your business rules, these features ensure your sourcing practices are enforced. Only those products that are approved for purchase are accessible to your users in a “custom product catalog” that you've created from the Fisher database. How do I determine these restrictions? These restrictions require information such as Fisher commodity codes, vendor numbers, and other unpublished Fisher data that can be provided by your Fisher Sales Representative. We recommend that you work with your sales rep to develop Product Buy and View Restrictions for your custom catalog! What are "Preferred Products"? Preferred Products are rules that enable you to specify products you want users to consider first when making buying decisions. Unlike restrictions, these rules don't prohibit the purchase of other products that are available in the online stores but do highlight products that are preferred. You can specify preferred products by catalog number, commodity, and/or manufacturer. Users will be able to easily identify those products in search results and online stores. Users can use the “Advanced Options” tool to refine a search for your designated “Preferred Products”.


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p ss Applying Rules to the Fisher Rules Engine Admin Console

Adding a Product Buy Restriction Rule:

1. Click Manage Users after logging in.

Manage Users Link

2. Click on the Catalog Rules link found on the left side

Catalog Rules Link

3. Click on the Fisher Rules Engine Admin Console link found on the bottom left of the View Rules page.

Fisher Rules Engine Admin Console Link


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p ss Applying Rules to the Fisher Rules Engine Admin Console continued…

4. Click on create new found under Functions on the left side of the Fisher Rules Engine Admin Console page.

Important Note: You must create a Function before creating an Expression.

Create New (Functions) Link

5. Enter a title in the Function Name field (i.e.: Vendor Restrictive Buying Function).

6. Click the downward arrow and choose a Parameter Type from the drop down list by clicking on one of the options (i.e.: Vendor Number).

Function Attributes

7. Click the downward arrow next to Operations and choose INCLUDE or EXCLUDE (i.e.: INCLUDE).

Important Note: Functions can either be Inclusive or Exclusive. Inclusive functions affect only products that fall within the parameter list, while exclusive functions affect only products that do not.

Operations Dropdown Menu


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8. Click save changes to save your attribute(s) at this point.

Save Changes Link

9. Type one or more value(s) in the Add/Delete Values Manually list (i.e.: VN00024248). Hint: Only enter one value in each text field.

Add/Delete Values Manually

10. Click Submit to save the values.

Submit Link


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11. (Optional) If you want to delete what you’ve just submitted, enter the values in the text fields, then click on the downward arrow which now appeared under Add/Delete Values Manually and choose delete the following values from this function

Note: Notice the drop down only appeared once you submitted, and therefore saved values to the system!

Delete the following values from this function Option

Import Values is an optional, yet convenient functionality when you have numerous amount(s) of values to upload at one time!

12. (Optional steps12-15) To import values from a spreadsheet click on the Browse button and locate your file.

Important Note: It is recommended you format

the spreadsheet by entering values to Column A, then rows 1,2, 3, etc., respectively before uploading.

Import Values from an Excel File

13. Enter the col (range of columns), start row, end row and from which sheet the data resides in the fields provided.

14. Click add to list

Add To List Link


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15. Click create new under Expressions when you return to the Fisher Rules Engine Admin Console.

Create New (Expressions) Link

16. Click the downward arrow next to add new function and select a Function you created earlier.

Select a Child Function Drop Down Menu

17. Click add new function

Add New Function Link


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18. Click save changes

Save Changes Link

19. Enter a title in the Expression Name field (i.e.: Restrictive Vendor Buying Expression).

Note: If you forget to enter information into one of the fields and click save changes such as Expression Name, you will receive an error message in red text as shown.

Expression Rule Name

20. Enter a message in the Expression Level Message field (i.e.: Buy Restriction – Contact Administrator – Thanks!)


Note: A rule may contain up to five functions, one of each parameter type. These functions may be then joined together using Boolean AND or OR operators which will appear as an option in a drop down menu when choosing Add Child Functions/Expressions to this Expression.

Expression Level Message


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22. Click exit to return to the View Rules page if finished.

Exit Link


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Adding a Restrictive View Function Rule

1. Click Manage Users > Catalog Rules > Fisher Rules Engine Admin Console > create new (Functions) – illustrated previously.

2. Enter the Function Name, Function Level Message, Parameter Type, and Operation in the fields provided (i.e.: Restrictive View Function).


Function Attributes for Restrictive View Function

4. Type one or more value in the Add/Delete Values Manually list (i.e.: 14-630-2A). Hint: Only enter one value in each text field

5. Click Submit

Product ID Values Example


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Applying Rules to the Fisher Rules Engine Admin Console continued…

6. Click create new under Expressions

Create New (Expression) Link

7. Click the downward arrow next to add new expression and choose the Restrictive Buying Function name you created previously.

8. Click on the add new expression link.

Add New Expression Drop Down Menu

9. Enter a title for the Expression Name and an Expression Level Message in the appropriate text fields.

10. Click save changes.

11. Click exit to return to the View Rules page if finished (illustrated previously).

Save Changes Link


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Adding a Preferred Product Rule via the Fisher Engine Admin Console

1. Click Manage Users > Catalog Rules > Fisher Rules Engine Admin Console > create new (Functions) – illustrated previously

Create New (Functions) Link

2. Enter the information in the Function Name, Function Level Message, Parameter Type, and Operation fields provided (i.e.: Inclusive Preferred Product Function for the Function Name)


Edit Function Attributes for Preferred Function Rules

4. Type one or more value in the Add/Delete Values Manually list (i.e.: 14-630-2A). Hint: Only enter one value in each text field

5. Click Submit

Add/Delete Values Manually with Part Numbers


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6. Click create new under Expressions

Create New (Expressions) Link

7. Click the downward arrow next to add new expression and choose the Restrictive Buying Function name you created previously.

8. Click on the add new function link

Add New Function to Expression

9. Enter the title in the Expression Name field and message in the Expression Level Message field.


11. Click exit to return to the View Rules page if finished (illustrated previously).

Expression Name and Level message


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p ss Product Buy Restrictions

1. Click Manage Users > Catalog Rules > Create New Rule (under Product Buy Restrictions)

Create New Rule (Product Buy Restriction) Link

2. Click select root expression

Note: Clicking cancel will abandon the “create new rule” process.

Select Root Expression Link

3. Click select next to the Custom Catalog Expression you created earlier in the Fisher Rules Engine Admin Console

4. Click add/remove users (not illustrated)

Select Custom Catalog Expression


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p ss Product Buy Restrictions continued…

5. Assign users by either clicking in the checkbox(s) next to the name or if you want everyone, click Select/Deselect All

6. Click Add To Group after assigning users

Assign Users Page

7. Click save changes and you will return to the View Rules page and observe your new Product Buy Restriction Rule!

Note: Notice next to Root Expression is now displaying the Custom Catalog Expression you selected previously!

Note: (Optional) If you want the price revealed to the user and only the product restricted from purchase, you would check the reveal price checkbox and save changes.

Product Restrictions Page Completed

View the Results! Example: If you wanted to restrict all products with Commodity Code C2, except product 02540K, you would create an Exclusive Class function with C2 as a parameter and an Inclusive Product function with 02540K as a parameter. You would then create a new rule, add both functions to the rule, and then associate them. The result is that the rule indicates a product is “buyable” if it does not have Commodity Code C2 or if it has Product ID 02540K

Product Buy Restriction Message


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p ss Product View Restrictions

1. Click Manage Users > Catalog Rules > Create New Rule (under Product View Restrictions)

Create New Rule (View) Link



Select Root Expression


Select Link for Root Expression


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p ss Product View Restrictions continued…

4. Click add/remove users

Add/Remove Users Link

5. Assign users by either clicking in the checkbox(s) next to the name or if you want everyone, click Select/Deselect All

6. Click Add To Group

Note: Clicking Cancel will abandon the Assign Users process.

Assign Users Page

7. Enter a title in the New Group Name field (i.e.: Product View Restriction Group).

8. Click save changes and you will return to the View Rules page and observe your new Product View Restriction Group!

Save Changes Link


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p ss Preferred Products

1. Click Manage Users > Catalog Rules > Create New Rule (under Preferred Products)

Create New Rule Link



Select Root Expression Link


Select Preferred Product Expression


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p ss Preferred Products continued…

4. Click add/remove users link


5. Click Add to Group

Note: Clicking Cancel will abandon the Assign Users process.

Assign Users to Group

6. Enter a title in the New Group Name field (i.e.: Preferred Products Group).

7. Click save changes and you will return to the View Rules page and observe your new Preferred Products Group!

Save Changes to Preferred Products Page


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p ss Preferred Products continued…

Validating a Preferred Product Example:

1. Conduct a search for the "preferred" item.

2. Browse by: Products > Lab Supplies/More… > Beakers > Reusable Beakers

Browse By Product

3. Your message such as "This is a Preferred Item!" should be displayed.

View the Results!

Preferred Products Message


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p ss Editing a Custom Catalog Rule continued…

1. Click Manage Users > Custom Rules > Edit (next to the Restriction Name Alias)

View Rules Page

2. Click select root expression if you want to modify the Root Expression. Continue to step 3 if editing this function or skip both steps.

Edit Root Expression

3. Click select next to another Custom Catalog Expression available from the list.

Select to Modify the Root Expression


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p ss Editing a Custom Catalog Rule continued…

4. Click add/remove users if you want to modify users associated with this group - otherwise, skip this step.


5. Click save changes when you are finished editing. You will return to the View Rules page.

Save Changes Link

If you need to delete a restriction, click on the Delete link next to the Restriction Name alias.

Delete Link


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custom catalog rules vs.1 - fisher scientific · custom catalog rules ... 12. q u i k t i p s...

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