The Trade Item drawer

Reference for the Trade Item drawer: every Details section and the Locations, Attachments and Sharing tabs, with fields, values and results.

Click an item name to open its drawer. The header shows the item name, a Settings (gear) icon, an expand icon and a close icon. The drawer has four tabs: Details, Locations, Attachments and Sharing.

Saving. Text fields in Basic Details are edited inline and saved with a check-mark button (X cancels). Drop-downs, toggles and radio buttons save when focus moves to another field. Each save shows Successfully saved followed by the item name.

Details: Basic Details

Field	Req.	Editable	Values
Trade Item Name	Yes	Yes	Text. Cannot be empty.
Trade Item Identifier	No	Yes	Your unique item number. Used by bulk group matching.
GTIN	No	Yes	As in the single-item form. A GTIN with an invalid check digit is rejected on save.
PLU	No	Yes	4 or 5 digits.
UPC	No	Yes	12 digits.
Product Good Kind	No	Yes	Finished Goods, Semi-Finished Goods, Raw Materials.
Description	No	Yes	Text.

Details: Custom Attributes

A table of KDE values stored on the item.

Column	Description
Attribute	Readable name of the attribute.
Element ID	Machine-readable key.
Value	The value for this item.
…	Row menu: Delete.

Add Attribute fields:

Field	Req.	Values
Attribute	Yes	Readable name, e.g. Catch Area.
Element ID	Yes	Machine-friendly key, e.g. `catchArea`. Not filled in automatically.
Value	Yes	The value, e.g. FAO 21 Northwest Atlantic.

Values cannot be edited in place; delete the row and add it again.

Details: Brand and Commodity

Field	Req.	Values
Brand	No	One brand created in Organization Settings > Brands. Shows No data if no brands exist.
Commodity	No	One Trade Item Group. Choosing another group replaces the current one. Empty if the group is deleted.

Details: Identifiers

Field	Editable	Description
Wholechain Product ID	No	Wholechain's internal ID for the item (UUID).
Traceability Type	Only without active inventory	Lot or Serial. Tooltip: "Cannot change after inventory exists".
Blockchain	No	The blockchain shown for the item's records.
EPC URN	No	Unique identifier for the item class, generated from the company and item name. Format: `urn:gdst:wholechain.com:product:class:<company>.<itemname>`.

Changing Traceability Type (no active inventory only):

To Serial: Use Defined Units is removed, Unit of Measure is disabled and the unit becomes Item.
To Lot: the unit is cleared and must be chosen again.

Details: Units & Measurement

Field	Req.	Values
Use Defined Units	No	Toggle; not shown for Serial items.
Unit of Measure	Conditional	Pounds, Kilograms, Cases, Units (toggle off).
Unit Descriptor	Conditional	Cases, Units, Totes, Pallets (toggle on).
Unit Quantity + base unit	Conditional	Number + Pounds, Kilograms, Cases or Units (toggle on).

Units can be changed only while the item has no active inventory.

Product Aliases

Alternative identifiers for the same item, used to recognize the item in integrations and bulk event uploads. List search also matches alias values.

Add Alias > Manual

Field	Req.	Values
Identifier Type	Yes	External Identifier, URN or GTIN.
Alias	Yes	The alias value, e.g. a supplier or ERP item number.

Add Alias > Bulk Upload. Template product_alias_upload_template.xlsx, one alias per row from row 3, for the item whose drawer is open.

Column	Key	Values
Alias	`alias`	The alias value.
Alias Type	`alias_type`	`ExternalIdentifier`, `Gtin` or `Urn` (drop-down).

Results: Alias added / Trade item aliases uploaded successfully.

Sub Products

Other Trade Item records grouped under this item (the parent). The table lists each sub-product's EPC URN, Product Name and Company.

Field	Req.	Values
Product	Yes	One or more existing items with a compatible unit of measure.

Add Sub Trade Item saves. A sub-product no longer appears as its own row in the Trade Item List. When there are none, the table reads "No product aliases".

This is the sharing setting for this one Trade Item. A data policy for this item is set on its details drawer (the Settings gear in the drawer header). Data Policies must first be switched on for the account in Organization Settings > Account (Compliance section, Admin only; see Account settings); the universal policy is managed in Master Data Settings (see Master Data Settings and Data elements and policies). A Trade Item Group's policy is a sub-group of the universal policy and is managed on the Trade Item Groups sub-tab of Master Data Settings > Trade Item, and also in the Data Policy tab of the Trade Item Group drawer (see Trade Item Groups). For the steps for one Trade Item, see Set a data policy for one Trade Item.

Option	Description
Open Data Sharing (default)	Downstream Wholechain users can see and share all events and event data involving the product. Upstream event records are visible only where those events' products are also Open.
Restricted Data Sharing	Downstream Wholechain users see and share only the Ship (shipment) events for this product that your business sent, plus custom data configured to be shared. Use for receivers that accept only shipment events or a limited dataset.

Saves on selection.

Locations tab

Lists the item's active lots by Location. With none: "No lots found for this trade item."

Add Event opens the Add Events drawer (Single Event or Bulk Upload) with the item pre-selected under Master Data References > Products.

Field	Req.	Values
Event Type	Yes	Commission, Observe, Ship, Receive, Aggregation, Disaggregation, Transform, Decommission.
Location	Yes	A Location from Locations. Ship uses Origin Location and Destination Location.
Custom Data Template	No	Extra event fields defined by your account.
Inventory Selection	Yes	Depends on type. Commission: Lot Code and Quantity per lot (Add Lot, Remove); quantity is in the item's unit. Ship: Select Inventory from existing Lots, Containers or Direct Ship.
Date	Yes	Event date.
Time	Yes	Event time.
Time Zone	Yes	Time zone of the event.
Business Step	Yes	Pre-filled for the event type, e.g. Commissioning (CBV).
Disposition	Yes	Pre-filled, e.g. Active (CBV).
PO Number	No	Purchase order number.
Read Point	No	Read point.

Add Event is enabled once required fields are complete. Ship requires existing inventory at the origin Location. A shared Location can be used as the destination on Ship events and as the origin on Receive events. For every event type, see the Wholechain Events overview.

Attachments tab

The Documents table lists Document Name and Document Type. Image files also appear in a preview carousel above the table. Documents received through traceability can also appear here.

Upload opens Upload Artwork:

Field	Req.	Values
Document Type	Yes	Other, Certification, Purchase Order, BOL (bill of lading).
Artwork Kind	Yes	Case Artwork, Case Image Attachment, Pallet Image Attachment, Retail Artwork, Retail Image Attachment, Product Images.
Select File	Yes	The file to upload.

An attachment with Artwork Kind Product Images is used as the item's thumbnail in the list's Image column. Result: "filename uploaded".

Element	Description
Shared Trade Partners	Partners the item is shared with and their Permission. Search filters the list.
Owner	The company that owns the item.
Manage Sharing	Opens Share Trade Item: select Trade Partners and set each one's permission, then Share.

Permission	Partner can
Viewer	Use the item in their own traceability events. Cannot change it.
Editor	Use the item in events and edit its details in the item drawer.

Only partners with a Wholechain account connected to yours are listed; your own company appears as your self Trade Partner.

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