Add a Brand

Adding a brand is the initial step within the Products menu. When adding products, a brand selection is required which means all of your products' brands must be added to Sales.




Add a brand

  1. Go to the Products menu in the Sales sidebar and click Brands.
  2. Click Add.  
    • The Add a Brand pop-up window will open.
  3. Click Upload and select a brand image to upload.
    Uploading a brand image is optional but recommended as brand images are shown on the Offer Menu and will be visible to your accounts when they access the menu to place orders.
  4. Crop the uploaded image as needed and click Save to save the brand image.          Screen_Shot_2022-10-12_at_5.37.25_PM.png                       
  5. Type the required brand name in the Name field.                                                                                 Screenshot_2022-12-26_at_2.14.56_PM.png
  6. Click the Organization drop-down and select the organization to which the brand belongs.    Screenshot_2022-12-26_at_2.18.20_PM.png   
  7. Click the License Number drop-down and select the license associated with the brand.   

    The available license option(s) will be the license(s) belonging to the Organization and  State currently selected in the Sales sidebar.

    If a brand does not have an associated license, manifests will not automatically be created in Trace when orders containing products from that brand are approved in Sales.  

  8. If the brand is a sub-brand and has a parent brand, click the Parent drop-down and select the parent brand.                                                                                                                                  Screenshot_2022-12-26_at_2.15.22_PM.png
  9. Type an optional brand description in the Description field.                                                               Screenshot_2022-12-26_at_2.15.31_PM.png
  10. Select the Exclude from total revenue reporting box to exclude the brand's revenue, units, and grams from the Total Reporting sections in all reports.

    Leave this box unchecked to include the brand's revenue, units, and grams in the Total Reporting sections for all reports.

  11. Click Save to save the brand.
    • The brand will appear on the Brands page and will be available for selection when adding products.  A brand can be deleted if it has no associated products.  If a brand has associated products, the associated products must be assigned to a different brand before the brand can be deleted.