CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same...
Transcript of CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same...
![Page 1: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/1.jpg)
CVS DSD Vendor Portal Training June 2017
![Page 2: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/2.jpg)
Signing onto Vendor Portal
Go to vendorportal.cvs.com and then type or copy your ID and password on the Welcome sign in page. *Please note that ID and password are case sensitive
![Page 3: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/3.jpg)
Vendor Portal Dashboard – Regular Cost
Click on
“Regular
Cost” to
View /Update
Costs.
![Page 4: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/4.jpg)
Vendor Portal Dashboard – Regular Cost
Click
search to
populate
items
Choose vendor from
drop-down list
Status defaults to
Current Cost List
![Page 5: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/5.jpg)
Item Detail populates at bottom of page
Updating Regular Cost
![Page 6: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/6.jpg)
Updating Regular Cost - Each
Unit Cost
Enter in New
Unit Cost
If UOM is Each
in Delivery
UOM column
Unit Cost
Enter in New
Unit Cost
Enter New Cost
in New Unit
Cost Column
*Note: Full amount must be typed in (i.e.: 17.00, not 17.)
![Page 7: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/7.jpg)
Updating Regular Cost - Case
Unit Cost
Enter in New
Unit Cost
If UOM is case
in Delivery
UOM column
Unit Cost
Enter in New
Unit Cost
Enter New Cost
in New Case
Cost Column
![Page 8: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/8.jpg)
DSD Regular Cost- Enter Effective Date
Effective Date - Must be greater than current date + 2 days.
*Note: Must match following format: MM/DD/YYYY
Unit Cost
Enter in New
Unit Cost
Enter Effective
Date in
Effective Date
Column
*Note: Copy and Paste option is available
![Page 9: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/9.jpg)
DSD Regular Cost- Enter Comment
Enter comment which best explains change entered.
This will be seen by the CM.
Unit Cost
Enter in New
Unit Cost
Enter Comment
in Comment
Column
*Note: Copy and Paste option is available
![Page 10: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/10.jpg)
DSD Regular Cost – Save Changes
Unit Cost
Enter in New
Unit Cost
Click Save to
save all
changes
![Page 11: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/11.jpg)
DSD Regular Cost – Save Changes
Unit Cost
Enter in New
Unit Cost
If all changes
are successful,
you will get this
message
![Page 12: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/12.jpg)
DSD Regular Cost – Save Changes
Unit Cost
Enter in New
Unit Cost
If changes are
not successful,
you will get this
message
Unit Cost
Enter in New Unit Cost
The Alert column will indicate
the error and what must be done
to correct it.
![Page 13: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/13.jpg)
Viewing Saved Changes
Saved Changes can be viewed by
selecting:
• All Changes
• Pending Changes
• Approved Changes
• Rejected Changes
• Historical Changes
Then click Search
![Page 14: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/14.jpg)
Deleting Saved Changes
Unit Cost
Enter in New
Unit Cost
Unit Cost
Enter in New
Unit Cost
Then, click
Search
To delete Saved
Changes, first
select Pending
Changes
![Page 15: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/15.jpg)
Deleting Saved Changes
Unit Cost
Enter in New Unit Cost
Unit Cost
Enter in New
Unit Cost
Then, click
Delete
Click on the
checkbox/checkboxes
next to the item(s) you
wish to delete.
![Page 16: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/16.jpg)
Multi-Select Functionality
Unit Cost
Enter in New Unit Cost
Then click
save.
Click on the
checkbox/checkboxes
next to the item(s) you
wish to change.
You can multi-select to make the same change to multiple items.
Make all desired
changes to the first
item (cost, date,
comment, etc)
Your changes will auto-populate to all checked items..
![Page 17: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/17.jpg)
Change Each to Case/Case to Each
Unit Cost
Enter in New
Unit Cost
Unit Cost
Enter in New Unit
Cost
Click in the
Delivery UOM
Column next to
the item you
wish to change
Select Current
Cost List
Unit Cost
Enter in New Unit
Cost
Select Desired
Unit of Measure
(case/each)
![Page 18: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/18.jpg)
Change Each to Case
Unit Cost
Enter in New
Unit Cost
Unit Cost
Enter in
New Unit
Cost
Enter
Comment
Enter New
Case Qty
Unit Cost
Enter in New
Unit Cost
Enter New
Case Cost
Unit Cost
Enter in New
Unit Cost
Enter Effective
Date
![Page 19: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/19.jpg)
Change Case to Each
Unit Cost
Enter in New
Unit Cost
Unit Cost
Enter in
New Unit
Cost
Enter
Comment
New Case Qty
automatically
changes to 1
Unit Cost
Enter in New
Unit Cost
Enter New
Unit Cost
Unit Cost
Enter in New
Unit Cost
Enter Effective
Date
![Page 20: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/20.jpg)
Viewing SKU Details
Unit Cost
Enter in New
Unit Cost
Click ok to
return to
previous
screen
Unit Cost
Unit Cost
Click on the
SKU hyperlink
to get details
Unit Cost
Enter in New
Unit Cost
A window
opens to show
the Details
Note: You may also click the UPC hyperlink to get the same pop-up window.
![Page 21: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/21.jpg)
Viewing a Store List
Unit Cost
Enter in New
Unit Cost
Click ok to
return to
previous
screen
Unit Cost
Unit Cost
Click on the
Zone hyperlink
to get the
stores in that
zone
Unit Cost
Enter in New
Unit Cost
A window
opens to show
the Stores
Note: Stores not listed are not authorized to receive product from this supplier. Suppliers may
have multiple zones and should check store list for all stores they deliver to.
![Page 22: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/22.jpg)
Exporting Data
Click Export Page to export the data on the first
page. Click Export All to export all data
included in the search
Unit Cost
Unit Cost
Click on the file
to open
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Vendor Portal Dashboard – Promo Cost
Click on
Promo to
View /Update
Promo Costs.
![Page 24: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/24.jpg)
Vendor Portal Dashboard – Promo Cost
Choose vendor from
drop-down list
Select Promo Start
Date
Select Ad
Promo or In-
Store Promo
Click
search to
populate
items
Promo End
Date auto-
populates
for Ad
Promo
![Page 25: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/25.jpg)
Updating Promo Cost
Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides to update cost.
Note: Once promo is approved, changes can no longer be entered.
In Store Promo in Cost Type is View Only- follow same steps as Ad
Promo, to view.
![Page 26: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/26.jpg)
Vendor Portal Dashboard – Invoice Inquiry
Click on
Invoice to
view an
invoice
![Page 27: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/27.jpg)
Vendor Invoice Inquiry
Unit Cost
Unit Cost
Select the
Vendor from
the drop-down
Unit Cost
Enter in New Unit
Cost
You may search by
Store/Invoice
Store/Check Nbr or
Store/Date Range
You may view the status of an invoice by doing an Inquiry
![Page 28: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/28.jpg)
Invoice Inquiry – Store/Invoice
Unit Cost
Unit Cost
Click Search
Unit Cost
Enter in New Unit
Cost
Enter Store # - store
must be in a zone
attached to the
supplier.
Utilizing the Store/Invoice Option
Unit Cost
Unit Cost
Enter Invoice #
Note” Checking “Discrepancies Only” will bring up only Cost Discrepancy
info, if any exist.
![Page 29: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/29.jpg)
Invoice Inquiry – Store/Chck Nbr Option
Unit Cost
Unit Cost
Click Search
Unit Cost
Enter in New Unit
Cost
Enter Store # - store
must be in a zone
attached to the
supplier.
Utilizing the Store/Check Nbr Option
Unit Cost
Unit Cost
Enter Check
Nbr
![Page 30: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/30.jpg)
Invoice Inquiry – Store/Date Range Option
Unit Cost
Unit Cost
Click Search
Unit Cost
Enter in New Unit
Cost
Enter Store # - store
must be in a zone
attached to the
supplier.
Utilizing the Store/Date Range Option
Unit
Cost
Unit
Cost
Enter
From
Date
Unit Cost
Enter in New Unit Cost
Enter To Date. Click in cell to
get calendar. Click on current
month to bring up other
months. Click on current year
to bring up other years. Click
in left column to see
additional years.
![Page 31: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/31.jpg)
Invoice Inquiry – Store/Date Range Option
If multiple invoices
exist, select
desired invoice
![Page 32: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/32.jpg)
Invoice Inquiry – Results
![Page 33: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/33.jpg)
Invoice Inquiry – Results
![Page 34: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/34.jpg)
Invoice Inquiry – Invoice Results
Select Display
Invoice Results to
get further details
![Page 35: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/35.jpg)
Invoice Inquiry – Invoice Results
![Page 36: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/36.jpg)
Invoice Inquiry – Invoice Results
![Page 37: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/37.jpg)
Invoice Inquiry – Display Allowances
Select Display
Allowances to get
further details
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Invoice Inquiry – Display Allowances Results
For further questions regarding invoices and payments, please contact Accounts Payable at 401-770-2441.
![Page 39: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/39.jpg)
UPLOADING PROCESS Under Regular Cost
status Current cost list
![Page 40: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/40.jpg)
Click to export file You may export the page or all records
![Page 41: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/41.jpg)
Your download file may open automatically or a file generates, click to open
![Page 42: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/42.jpg)
You cannot add/remove any columns from the CSV file Remove any rows not needing update
You can change an item from an case to each. To change, update Delivery UOM from case to each and enter New Unit Cost
You can change an each to case. To change, update the Delivery UOM from each to case and enter case qty and case cost
You can also change the retail if an item is pre-priced only, over write the new retail under the pre-price field
![Page 43: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/43.jpg)
If you see that your UPCs have letters, reformat the cells to Number, Zero decimal places.
![Page 44: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/44.jpg)
Once all the changes have been entered save the file as a Text (Tab delimited) (*.txt) file
![Page 45: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/45.jpg)
Click Upload button and find your saved .txt file Double click on the file
![Page 46: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/46.jpg)
Box will appear with message: “The Upload File will be applied to the vendor, XXXXX. Status Current Cost List, do you want to continue?”
click OK
![Page 47: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/47.jpg)
Changes will load, you want changes in green but if you see purple it is not a hard stop you can still save the changes at this point
Click the save button
![Page 48: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/48.jpg)
Save was successful box appears, click OK
![Page 49: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/49.jpg)
If you see Unprocessed Row(s) that indicates there was an error somewhere and your file did not load.
Check your .txt file make sure UPCs are correct and that you have the correct updates in the appropriate fields.
Then try to load the file again.
![Page 50: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/50.jpg)
To view your changes select Pending Changes under the status From here you may adjust your changes or you can delete rows if needed and save
the changes
![Page 51: CVS DSD Vendor Portal Training September 2016 · Updating Promo Cost Promo cost is entered the same as Regular Cost with the exception of Effective date - see Regular Cost slides](https://reader033.fdocuments.net/reader033/viewer/2022060908/60a27be256a5dc57973ea620/html5/thumbnails/51.jpg)
At any time you can go back and view All changes
Approved changes Pending Changes Rejected Changes
Historical Cost Changes Just chose what you wish to see under status
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Searching UPCs When searching by UPC you will need to enter
the full UPC including the check digit
52