Step 1: Access the platform

Step 2: Generate API Keys

Step 3: Invite your team

Step 4: Set up organization

Step 5: Add general parametrization

Step 6: Create Stores and Warehouses

Step 7: Create Suppliers

Step 8: Upload Catalog

Step 9: Connect daily operational data

Step 1: Access the platform

To work with the product, follow these steps:

  1. Register in the Bright Market site
  2. Select the desired modules and create an account for them.
  3. Follow the prompts on-screen to complete the register.

After subscribing to Bright Market, every client gets an account that gives them access to the platform.

This platform can be accessed via browser by the following URL, where {accountName} should be replaced by the name of your account: {accountName}.total-retail.com

Once you have accessed this URL and signed in, you will enter your organization’s unique administrative panel.

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Step 2: [Optional] Generate API Keys for developers

Pending


Step 3: Invite your team - user creation

To organize the permissions of users who have access to the Bright Market admin, the platform works with roles.

Roles define which resources the user can view and/or change within each module of the platform. Each profile gives permission to access different areas and resources of the Admin.

You can create new profiles and set permissions for them. Or you can use the predefined profiles, which are configured on the platform by default. Predefined profiles usually meet the vast majority of needs across all modules.

Poor management of your admin roles can have serious consequences for your business.

Creating and editing roles

Creating and editing users


Step 4: Set up Organization, Business Units and Channels

Organization data

Select the Admin option in the top bar navigation.

In the side menu you will find the Organization option. There you can edit the general data of your organization:

Business Units

Channels


Step 5: Add general parametrization

Business variables

Competitors

Pricing types

Promotion types

Accepted payment methods

Purchase units

Business Goals


Step 6: Create Stores and Warehouses

Step 6.1: Create Stores

Step 6.2: Create Warehouses/Distribution Centers


Step 7: Create Suppliers

Pending


Step 8: Onboard your catalog data

The Catalog menu contains the features related to the product assortment of each of your stores. In order for you to work with your products and optimize your assortment, you need to add them to this Admin menu first.

The Catalog section enables the setup of capabilities related to the assortment of products, such as their categories, brands, suppliers, and attributes, for example.

This section includes the following pages:

Catalog Architecture

Catalog architecture is based on four fundamental concepts:

  1. Department
  2. Category and Subcategory
  3. Article/Product
  4. SKU
  5. Attributes

When classifying or organizing your catalog, it's recommended that you present your products through the following hierarchical levels: Department, Category and Subcategory.

Departments

The Department is the first level of categorization for your catalog. Departments are sections or sectors that classify the areas of your business. When classifying or organizing your catalog, it's recommended that you present your products through the following hierarchical levels: Department, Category and Subcategory.

Categories

Categories exist for the purpose of organizing your product assortment within your company. They work as hierarchical levels of product classification. The organization by category makes your search for a product easier and keeps your catalog organized. The term "category" is typically used to refer to a generic segmentation concept.

Subcategory

This level is under the Category level, according to the classification hierarchy.

We suggest that your company’s category trees have no more than three levels of hierarchy. This will allow you to browse your catalog with more ease.

Examples

A drugstore network may have Departments called Prescription DrugsHygiene and Makeup. Within each of these three large sections, products are organized into Sub Categories, which are then further segmented.

Within the Hygiene category, we can create a subcategory called Personal Care. And then, another Subcategory called Soaps can be added to this segment.

Categories are interlinked, therefore, a product associated with the Soaps Subcategory is also part of the Personal Care parent Category and the Hygiene main Category.

For a Product to be made available in your store, it needs to be part of a category and be linked to at least one SKU.

Bright Market Catalog structure requires that a SKU can only be created after defining the product information, since the SKU itself is the product variation. Therefore, we can say that a SKU is the physical unit of a product in stock.

Bright Market Catalog architecture also includes Attributes, which are a category’s registered properties that attribute specific characteristics to that product and SKUs linked to it.