When a business has thousands of SKU's it becomes important to be able to do mass changes to them.
Play Area
The play area is designed as a place to make it easier to mass change SKU's or use a SKU as a template for others.
How to use the Play Area
From the Article Screen:
- Play Area
- Create / Restart List - A list of SKU's to act on is required - each person can have their own list but only one at a time
- Finder
- filter for SKU's of interest
- Select, CNTR multi-select, or Select - hold shift - select other record - gets all in between
- Right click - add to play area
- Change filters
- repeat until all items to modify have been placed in play area
- Play Area
- There will be a list of SKU's - select or multi-select then right click to see options
Merging Items from the play area
Where an SKU has inadvertently been created twice (ie duplicated) - then you can merge one into another. All transactions will be appended to the surviving SKU
Replacing a current item with alternatives
Common when a better item is found and want to phase out the old and start selling the new.
- Set the current item to "Run Out" status - it cannot be placed on a purchase order - can still be placed on a sales order
- Create the new SKU
- Link it as a Replacement in the work area
- Forecasting will now use the combined sell rate to determine purchase requirements for the replacement item.
- Customer order history will show the old item until no stock is available - it will then show the replacement item in the re-order dropdown
Linking the replacement using the work area
The Result
Daily Purchase Order will:
- Order the replacement item when the runout item has been ordered and there is not sufficient stock and highlight PO's affected
Sales Forecasting will
- Consider sales history for any Active SKU to include sales history of any Runout SKU it is replacing
Diagnostics Area
Finds SKU's that appear not to be setup correctly.
