How does the Merchanter Product Catalogue manage FSC or PEFC material?
Learn how the Merchanter Product Catalogue facilitates responsible sourcing of FSC and PEFC certified materials.
Written by Ian Oldrey
Updated at November 9th, 2023
Table of Contents
Yes - Against a product record you can setup what certification is relevant to trading it. This will be the default setting for purchasing and selling this item.
This article refers to FSC and PEFC, but other certification schemes are equally applicable.
Should I certify by product?
You can certify by a number of entities (customer/supplier/product/Lot/Pack/etc. Please read this article to see which is most suitable to your operations.
Setting up a product to be certified
Amending a single product
Select the product record and click the ‘edit’ button (top right). In the ‘About’ tab is the ‘Certification’ group box.
In the group box you can select whether the product uses certification (Yes/No), and if it does then which certification schemes are relevant, and which certification scheme is the default for this product.
When this is selected it will be the default certification scheme that is stamped against any movements for this product (purchases, sales, adjustments, etc.), and therefore can be used for reporting.
Naming certified products
If a product is wholly traded under a single certification scheme it is worth adding this to the main product description. This makes it quicker find a certified products. If a product uses a number of certification schemes have your document templates show the certification against each order line, so it is clear under which certification scheme this product is being brought/sold/etc.
Editing multiple products
From the Product Search view (Products > Products) filter and select the range of products you wish to set a certification scheme to. Click ‘Edit Selected’ if you have highlighted multiple products, or ‘Edit All’ to edit all the products in the filtered search.
From the drop down select the certification type (scheme) and the product type.
Selecting certification on an order line
Selecting a range of valid certification schemes for this product will offer the user a list of alternative schemes. This will set the scheme that is posted against the movement for this sale/purchase.
