Brand Manager

Corporate instances have access to the Brand Manager. From the brand manager, users can set up brand level location groups using all the locations that a brand has access to. This includes all brand locations from the current instance as well as from other instances.

These groupings allow for enterprise reports to be run using location group parameters.

Security

Users must have the following permission(s) to access and/or edit the brand manager:

Administration → System Setup → Brand Manager → View Brand Manager
Administration → System Setup → Brand Manager → Edit Brand Manager

Navigation

From the left rail and new left navigation menu:

Open the Admin app.
Open the Brands category.
Click Brand Manager.

From the classic navigation top ribbon :

Hover over the Administration tab.
From the drown down, click Brand Manager.

Brand Manager Page

Button/Field

Description

Groups Grid

The list of all brand location groups and their details. Columns can be shown/hidden from the Columns settings. Detail options include:

Group Name
Description
Created By/On
Modified By/On

Add Button

Opens a new location group record to add a new group.

Searches the list for keywords.

Grid Actions

	Table Views	Save/edit table views.
	Filter	Filter column information.
	Columns	Rearrange table columns.
	Export	Export the table to a .csv file.
	Refresh	Refresh the table.

Learn more about working with grids.

Location Group Menu

Opens the location group menu. Options include:

Delete group

Add Group

Adds a new location group in grid. This will open a new name field. Click the new entry from the grid to open and edit the new location group.

Closes the brand manager.

Brand Location Group Record

A blank brand Location Group Record is made up of 2 sections: General Info and Options. Upon a multi-level import, this will also include the Hierarchy section.

	Button/Field	Description
1	Group Name	Name of the location group.
2	Description	Description of the location group. This field is optional.
3	Search	Searches the list of locations for specific keywords.
4	Filter	Opens the filter options to filter the grid.
5	Export	Exports the location group list of locations and assigned subgroups.
6	Import	Opens the brand location importer. Read about importing brand location groups.
7	Options Grid	List of locations in the location group and the following details: Location name R365 instance associated with the location Subgroup columns Note About Subgroups The number of subgroup columns and the name of the subgroup columns will vary and change upon import. These columns will be determined by how many subgroups are added by the user. They will be ordered by Level (Level 1, 2, 3, etc.). Column headers will assume the names of the subgroups in the import.
8	Save	Saves all changes made to the record.

Hierarchy Section

Once locations have been imported, if there are multiple subgroup levels, the Hierarchy section will appear between the General Info and Options sections. This will display the group hierarchy as defined by the imported file. The names listed here will reflect those in the Options grid.