As mentioned at the start of this Training Module, Brands are used to provide MetaData for Projects and Reporting.
‘Master Client‘ are a simple ‘Grouping‘ of Brands – to allow Roll-Up reporting across related Brands.
As such, Brands and Master Client should be setup Before you Create Projects.
In this chapter, we will cover:
- How to Create a Brand
- How to Create a Master Client
Note: Pulse supports ‘Translations‘ for all aspects of the system. Thus in your system you may find the labels for ‘Brand‘ and ‘Master Client‘ have been translated to a term more relevant to your business – such as ‘Product‘ and ‘Product Category‘.