Overview
A Project (also called Workflow) represents the core workflow container in Supplier Data Manager (SDM). It serves as the main organizational unit for managing supplier data and coordinating work between retailers, brands, or distributors and their suppliers.
Key characteristics
- Organization: the organization to which the project belongs.
- Name
- Description
- Workflow state:
- Live: Active production projects
- Test: Projects used for testing and validation
- Onboarding: New projects being set up (default state for new projects)
- Billing status:
- Billed: Standard billable projects
- Not Billed: Projects excluded from billing
- Fields, Groups, Display Groups & Available Locales
- Steps: Projects are organized into sequential steps that form a workflow. Each step represents a specific processing operation (module); see the modules' overview.
- Destinations: the destination(s) to which Supplier Data Manager with export to. You can set 0 to n destination per project. Each destination is composed of a name (name of the product) and its type (PIM, ERP, CMS, Marketplace, PLM, OMS, MDM, Pricing or Homegrown).
- Supplier Access
- Output formats
- Project Step Validation: This section in the project page allows you to run a validation check on all your active steps to ensure they do not have any validation errors. This check also runs in the background whenever you add or update a step to make sure that your changes do not cause validation errors in other steps. This validation does not block any edits on the project and is purely informative, it helps you identify problems with your steps that you can edit and fix yourself. You can also copy paste the error to the AI Assistant, and it will help explain the problem. Your project can be in any of these states:
- Unchecked: No validation has been done yet
- Checking: Checking in progress
- Success: Your project validation is ok
- Error: Your project has some validation errors to check.
Example of a valid project
Example of a project in Error state
