start:licensingprocedures
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start:licensingprocedures [2017/11/16 10:33] andre |
start:licensingprocedures [2018/01/19 15:28] (current) andre [Visual Matrix PDFs] |
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| ===== New, Changed or Discontinued items ===== | ===== New, Changed or Discontinued items ===== | ||
| After logo artwork has been approved by licensor: | After logo artwork has been approved by licensor: | ||
| - | - Item is updated in SalesPad/GP | + | - Item is updated in SalesPad/Dynamics GP |
| + | - Check that the correct decoration file paths are entered in the ''Print File'' fields. | ||
| - Update the Item Status to “New” in SalesPad. This can be done manually or via a SalesPad import upload. | - Update the Item Status to “New” in SalesPad. This can be done manually or via a SalesPad import upload. | ||
| - Update the Item Class to match the class of the parent blank SKU in GP. This can be done manually or via a SalesPad import upload. | - Update the Item Class to match the class of the parent blank SKU in GP. This can be done manually or via a SalesPad import upload. | ||
| Line 12: | Line 13: | ||
| - Ask the [[start:posdes#graphic_design|Creative team]] to create Print Files | - Ask the [[start:posdes#graphic_design|Creative team]] to create Print Files | ||
| - Create Task in [[https://picnictime.projectaccount.com|Intervals]] | - Create Task in [[https://picnictime.projectaccount.com|Intervals]] | ||
| - | - When complete, Print Files will be placed in “SAMPLE S ONLY” folder e.g., [[\\PTFILES\SharedGraphics\COMMUNITY_ARTWORK\Chroma-Tec\_LICENSED\NBA_chroma\_SAMPLES ONLY]] | + | - When complete, Print Files will be placed in “SAMPLES ONLY” folder e.g., [[\\PTFILES\SharedGraphics\COMMUNITY_ARTWORK\Chroma-Tec\_LICENSED\NBA_chroma\_SAMPLES ONLY]] |
| - Review Print File against style guide art | - Review Print File against style guide art | ||
| - Request product sample to submit to licensor (NBA excluded) | - Request product sample to submit to licensor (NBA excluded) | ||
| Line 63: | Line 64: | ||
| ==== Non-Disney, Non-Lucas, Non-Marvel ==== | ==== Non-Disney, Non-Lucas, Non-Marvel ==== | ||
| ^ Status ^ Assigned To ^ Task ^ Changes Status To ^ Assigns To ^ Adds Followers ^ ^ | ^ Status ^ Assigned To ^ Task ^ Changes Status To ^ Assigns To ^ Adds Followers ^ ^ | ||
| - | | (Task Created) | Licensing* (Tiff, Jason, Denise) | "Determines merchandising requirements with Brandon/Jesse. Enters task and provides entity, product and packaging type (Packaging Module)" | Open | Creative Team (Anna, Brooke, Krista FIXME, Maryam) | Tiff, Jason, Denise | | | + | | (Task Created) | Licensing* (Tiff, Jason, Denise) | "Determines merchandising requirements with Brandon/Jesse. Enters task and provides entity, product and packaging type (Packaging Module)" | Open | Creative Team (Anna, Brooke, <del>Krista</del> FIXME, Maryam) | Tiff, Jason, Denise | | |
| - | | Open | Creative Team (Anna, Brooke, Krista FIXME, Maryam) | Anna reviews task and assigns to someone on team | Assigned | Creative Team (Anna, Brooke, Krista FIXME, Maryam) | Jesse | | | + | | Open | Creative Team (Anna, Brooke, <del>Krista</del> FIXME, Maryam) | Anna reviews task and assigns to someone on team | Assigned | Creative Team (Anna, Brooke, <del>Krista</del> FIXME, Maryam) | Jesse | | |
| - | | Assigned | Creative Team (Anna, Brooke, Krista FIXME, Maryam) | Creates packaging (Kept in Graphics Drive until approved) | Review | Jesse | | | | + | | Assigned | Creative Team (Anna, Brooke, <del>Krista</del> FIXME, Maryam) | Creates packaging (Kept in Graphics Drive until approved) | Review | Jesse | | | |
| | Review | Jesse | Jesse reviews and approves packaging. Assigns task to Tiffany | Review | Licensing (Tiff, Jason, Denise) | | | | | Review | Jesse | Jesse reviews and approves packaging. Assigns task to Tiffany | Review | Licensing (Tiff, Jason, Denise) | | | | ||
| | Review | Licensing (Tiff, Jason, Denise) | Submits to Entity | Pending Approval | Licensing (Tiff, Jason, Denise) | | | | | Review | Licensing (Tiff, Jason, Denise) | Submits to Entity | Pending Approval | Licensing (Tiff, Jason, Denise) | | | | ||
| - | | Pending Approval | Licensing (Tiff, Jason, Denise) | <color red>If revisions are needed (optional)</color> | <color red>Redo/Modify</color> | <color red>Creative Team (Anna, Brooke, Krista FIXME, Maryam)</color> | | | | + | | Pending Approval | Licensing (Tiff, Jason, Denise) | <color red>If revisions are needed (optional)</color> | <color red>Redo/Modify</color> | <color red>Creative Team (Anna, Brooke, <del>Krista</del> FIXME, Maryam)</color> | | | |
| - | | <color red>Redo/Modify</color> | <color red>Creative Team (Anna, Brooke, Krista FIXME, Maryam)</color> | <color red>Revisions made and PDFs saved (optional)</color> | <color red>Review</color> | <color red>Licensing (Tiff, Jason, Denise)</color> | | | | + | | <color red>Redo/Modify</color> | <color red>Creative Team (Anna, Brooke, <del>Krista</del> FIXME, Maryam)</color> | <color red>Revisions made and PDFs saved (optional)</color> | <color red>Review</color> | <color red>Licensing (Tiff, Jason, Denise)</color> | | | |
| | <color red>Review</color> | <color red>Licensing (Tiff, Jason, Denise)</color> | <color red>Resubmit again to Entity (optional)</color> | <color red>Pending Approval</color> | <color red>Licensing (Tiff, Jason, Denise)</color> | | | | | <color red>Review</color> | <color red>Licensing (Tiff, Jason, Denise)</color> | <color red>Resubmit again to Entity (optional)</color> | <color red>Pending Approval</color> | <color red>Licensing (Tiff, Jason, Denise)</color> | | | | ||
| - | | <color red>Pending Approval</color> | <color red>Licensing (Tiff, Jason, Denise)</color> | Receives Concept Approval from Entity; adds detailed notes | Approved by Entity | Creative Team (Anna, Brooke, Krista FIXME, Maryam) | | | | + | | <color red>Pending Approval</color> | <color red>Licensing (Tiff, Jason, Denise)</color> | Receives Concept Approval from Entity; adds detailed notes | Approved by Entity | Creative Team (Anna, Brooke, <del>Krista</del> FIXME, Maryam) | | | |
| - | | Approved by Entity | Creative Team (Anna, Brooke, Krista FIXME, Maryam) | Prepares ChromaTec artwork and arranges to have four (4) print proofs printed. Saves packaging artwork PDF to S:\Product Development\Packaging PDFs | Create print files | ChromaTec | | Per Jesse, we will print these proofs in the warehouse on high quality settings. | | + | | Approved by Entity | Creative Team (Anna, Brooke, <del>Krista</del> FIXME, Maryam) | Prepares ChromaTec artwork and arranges to have four (4) print proofs printed. Saves packaging artwork PDF to S:\Product Development\Packaging PDFs | Create print files | ChromaTec | | Per Jesse, we will print these proofs in the warehouse on high quality settings. | |
| - | | Create print files | Creative Team (Anna, Brooke, Krista FIXME, Maryam) | Print proofs given to Licensing to be reviewed and approved | Review | Licensing (Tiff, Jason, Denise) | | | | + | | Create print files | Creative Team (Anna, Brooke, <del>Krista</del> FIXME, Maryam) | Print proofs given to Licensing to be reviewed and approved | Review | Licensing (Tiff, Jason, Denise) | | | |
| | Review | Licensing (Tiff, Jason, Denise) | Review physical samples; if approved, give Buyer authorization to mail (2) to supplier give one to Creative, give one to QA, and two to Buyer. if not approved, revise/rework | Approved/Place PO | Buyer | | | | | Review | Licensing (Tiff, Jason, Denise) | Review physical samples; if approved, give Buyer authorization to mail (2) to supplier give one to Creative, give one to QA, and two to Buyer. if not approved, revise/rework | Approved/Place PO | Buyer | | | | ||
| | Approved/Place PO | Buyer | PO placed; PO, Artwork, and 2 pre-pro sample print proofs sent to supplier. Remaining print proof is stored for our reference (QA) | PO packet sent to supplier | Receiving | Buyer | | | | Approved/Place PO | Buyer | PO placed; PO, Artwork, and 2 pre-pro sample print proofs sent to supplier. Remaining print proof is stored for our reference (QA) | PO packet sent to supplier | Receiving | Buyer | | | ||
| Line 83: | Line 84: | ||
| \\ | \\ | ||
| Players:\\ | Players:\\ | ||
| - | Tiffany/Jason/Denise (Licensing); Edgar (QA); Buyer (TBD); Anna/Brooke/Krista FIXME/Maryam (Creative); Jesse; Brandon\\ | + | Tiffany/Jason/Denise (Licensing); Edgar (QA); Buyer (TBD); Anna/Brooke/<del>Krista</del> FIXME/Maryam (Creative); Jesse; Brandon\\ |
| <color red>Text in red are optional steps</color> | <color red>Text in red are optional steps</color> | ||
| ==== Disney, Lucas, Marvel ==== | ==== Disney, Lucas, Marvel ==== | ||
| ^ Status ^ Assigned To ^ Task ^ Changes Status To ^ Assigns To ^ Adds Followers ^ | ^ Status ^ Assigned To ^ Task ^ Changes Status To ^ Assigns To ^ Adds Followers ^ | ||
| - | | (Task Created) | Licensing* (Tiff, Jason, Denise) | Determines merchandising requirements with Brandon/Jesse. Enters task and provides entity, product and packaging type (Packaging Module) | Open | Creative Team (Anna, Brooke, Krista FIXME, Maryam) | Tiff, Jason, Denise | | + | | (Task Created) | Licensing* (Tiff, Jason, Denise) | Determines merchandising requirements with Brandon/Jesse. Enters task and provides entity, product and packaging type (Packaging Module) | Open | Creative Team (Anna, Brooke, <del>Krista</del> FIXME, Maryam) | Tiff, Jason, Denise | |
| - | | Open | Creative Team (Anna, Brooke, Krista FIXME, Maryam) | Anna reviews task and assigns to someone on team | Assigned | Creative Team (Anna, Brooke, Krista FIXME, Maryam) | Jesse | | + | | Open | Creative Team (Anna, Brooke, <del>Krista</del> FIXME, Maryam) | Anna reviews task and assigns to someone on team | Assigned | Creative Team (Anna, Brooke, <del>Krista</del> FIXME, Maryam) | Jesse | |
| - | | Assigned | Creative Team (Anna, Brooke, Krista FIXME, Maryam) | Creates packaging. (Kept in Graphics Drive until approved) | Review | Jesse | | | + | | Assigned | Creative Team (Anna, Brooke, <del>Krista</del> FIXME, Maryam) | Creates packaging. (Kept in Graphics Drive until approved) | Review | Jesse | | |
| | Review | Jesse | Jesse reviews and approves packaging. Assigns task to Tiffany | Review | Licensing (Tiff, Jason, Denise) | | | | Review | Jesse | Jesse reviews and approves packaging. Assigns task to Tiffany | Review | Licensing (Tiff, Jason, Denise) | | | ||
| | Review | Licensing (Tiff, Jason, Denise) | Submits to Entity | Pending Approval | Licensing (Tiff, Jason, Denise) | | | | Review | Licensing (Tiff, Jason, Denise) | Submits to Entity | Pending Approval | Licensing (Tiff, Jason, Denise) | | | ||
| - | | Pending Approval | Licensing (Tiff, Jason, Denise) | <color red>If revisions are needed (optional)</color> | <color red>Redo/Modify</color> | <color red>Creative Team (Anna, Brooke, Krista FIXME, Maryam)</color> | | | + | | Pending Approval | Licensing (Tiff, Jason, Denise) | <color red>If revisions are needed (optional)</color> | <color red>Redo/Modify</color> | <color red>Creative Team (Anna, Brooke, <del>Krista</del> FIXME, Maryam)</color> | | |
| - | | <color red>Redo/Modify</color> | <color red>Creative Team (Anna, Brooke, Krista FIXME, Maryam)</color> | <color red>Revisions made and PDFs saved (optional)</color> | <color red>Review</color> | <color red>Licensing (Tiff, Jason, Denise)</color> | | | + | | <color red>Redo/Modify</color> | <color red>Creative Team (Anna, Brooke, <del>Krista</del> FIXME, Maryam)</color> | <color red>Revisions made and PDFs saved (optional)</color> | <color red>Review</color> | <color red>Licensing (Tiff, Jason, Denise)</color> | | |
| | <color red>Review </color> | <color red>Licensing (Tiff, Jason, Denise)</color> | <color red>Resubmit again to Entity (optional)</color> | <color red>Pending Approval</color> | <color red>Licensing (Tiff, Jason, Denise)</color> | | | | <color red>Review </color> | <color red>Licensing (Tiff, Jason, Denise)</color> | <color red>Resubmit again to Entity (optional)</color> | <color red>Pending Approval</color> | <color red>Licensing (Tiff, Jason, Denise)</color> | | | ||
| - | | <color red>Pending Approval</color> | <color red>Licensing (Tiff, Jason, Denise)</color> | Receives Concept Approval from Entity; adds detailed notes | Approved by Entity | Creative Team (Anna, Brooke, Krista FIXME, Maryam) | | | + | | <color red>Pending Approval</color> | <color red>Licensing (Tiff, Jason, Denise)</color> | Receives Concept Approval from Entity; adds detailed notes | Approved by Entity | Creative Team (Anna, Brooke, <del>Krista</del> FIXME, Maryam) | | |
| - | | Approved by Entity | Creative Team (Anna, Brooke, Krista FIXME, Maryam) | Prepares print proof of packaging for domestic printer (Ernest Pkg) and saves packaging artwork PDF to S:\Product Development\Packaging PDFs | Ready for Supplier | Buyer | | | + | | Approved by Entity | Creative Team (Anna, Brooke, <del>Krista</del> FIXME, Maryam) | Prepares print proof of packaging for domestic printer (Ernest Pkg) and saves packaging artwork PDF to S:\Product Development\Packaging PDFs | Ready for Supplier | Buyer | | |
| | Ready for Supplier | Buyer | Enters a PO for 2 samples (1: PT, 1: supplier) of print ready packaging and sends Artwork to domestic printer | Domestic Printer | Inventory Controller | | | | Ready for Supplier | Buyer | Enters a PO for 2 samples (1: PT, 1: supplier) of print ready packaging and sends Artwork to domestic printer | Domestic Printer | Inventory Controller | | | ||
| | Domestic Printer | Inventory Controller | Print proofs received & entered into Sales Pad and must be reviewed by Licensing | Review | Licensing (Tiff, Jason, Denise) | | | | Domestic Printer | Inventory Controller | Print proofs received & entered into Sales Pad and must be reviewed by Licensing | Review | Licensing (Tiff, Jason, Denise) | | | ||
| Line 108: | Line 109: | ||
| \\ | \\ | ||
| Players:\\ | Players:\\ | ||
| - | Tiffany/Jason/Denise (Licensing); Edgar (QA); Buyer (TBD); Anna/Brooke/Krista FIXME/Maryam (Creative); Jesse; Brandon\\ | + | Tiffany/Jason/Denise (Licensing); Edgar (QA); Buyer (TBD); Anna/Brooke/<del>Krista</del> FIXME/Maryam (Creative); Jesse; Brandon\\ |
| <color red>Text in red are optional steps</color> | <color red>Text in red are optional steps</color> | ||
| Line 150: | Line 151: | ||
| * [[\\PTFILES\SharedGraphics\Licensing\MLB\MLB Sales Materials\Visual Matrix|\\PTFILES\SharedGraphics\Licensing\MLB\MLB Sales Materials\Visual Matrix]] FIXME | * [[\\PTFILES\SharedGraphics\Licensing\MLB\MLB Sales Materials\Visual Matrix|\\PTFILES\SharedGraphics\Licensing\MLB\MLB Sales Materials\Visual Matrix]] FIXME | ||
| * [[\\PTFILES\SharedGraphics\Licensing\Schools\Visual Matrix|\\PTFILES\SharedGraphics\Licensing\Schools\Visual Matrix]] | * [[\\PTFILES\SharedGraphics\Licensing\Schools\Visual Matrix|\\PTFILES\SharedGraphics\Licensing\Schools\Visual Matrix]] | ||
| + | |||
| + | ===== Visual Matrix PDFs ===== | ||
| + | The Visual Matrix PDF files include Picnic Time's contact information, the licensed entity logo, the licensed team logo and studio shots of each product for the team. Below are steps for creating the visual matrix PDF files. | ||
| + | - Obtain a list of product [[start:itemcodes|SKUs]] and product names that require visual matrix PDF files from Picnic Time's [[start:posdes#licensing|licensing department]] or see (customer copy) spreadsheets saved here: [[\\PTFILES\SharedGraphics\Licensing]] | ||
| + | - Open the visual matrix spreadsheet:\\ [[\\PTFILES\SharedGraphics\___DAM\Licensing_Assets\VisualMatrix-MASTER.xlsx]] | ||
| + | - Update the lists of products in one of the ''PRODUCTS'' worksheet tabs (do not paste values over the formulas in column ''A''). | ||
| + | - Use the ''ENTER INFO'' sheet to generate a CSV file for one team from the ''MAC CSV'' sheet or the ''PC CSV'' sheet. The entity ''PC CSV'' sheets can be used to generate a CSV file for all teams in an entity. | ||
| + | - <BOOKMARK:step5>Save the ''CSV'' worksheet as a CSV file and close the CSV file in Excel. | ||
| + | - Open the visual matrix template in InDesign:\\ \\PTFILES\___DAM\Licensing_Assets\VisualMatrix-MASTER.indd | ||
| + | - Select the CSV file (from [[start:creativeprocedures#step5|step 5]]) as the Data Source and use Data Merge to create a Merged Document (Window - Utilities - Data Merge). | ||
| + | - Save the InDesign file in the relevant subfolder here: [[\\PTFILES\SharedGraphics\___DAM\Licensing_Assets\]] | ||
| + | - Export three PDF copies; one at ''highest quality'', one at ''200ppi'' and one at ''smallest file size''. | ||
| + | - [[https://acrobat.adobe.com/|Acrobat]] can be used to extract pages as separate files from PDFs (useful when making one visual matrix PDF file for all teams within a licensed entity). | ||
| + | - [[https://www.pdflabs.com/tools/pdftk-server/|PDFTK]] can be used to arrange pages if necessary (useful when assembling single PDF pages to make one file for each team). | ||
start/licensingprocedures.1510857209.txt.gz · Last modified: 2017/11/16 10:33 by andre
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