When a business has thousands of SKU's it becomes important to be able to do mass changes to them.
Finder
The SKU screen has a finder tab
Some of the selections result in additional columns being added to the results (eg: No New Stock before = adds date column and highlights)
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
Actions Button in Play Area - Mass updates
The actions are NOT available to Franchisees
- Set Status, Category or Shopping Cart Status on Article tab to the value that you would like to change the articles in the Play list to.
- Menu actions specify the values to be changed to.
- All articles in the Play list that do not already have the value will be updated and a count will be displayed.
- The Play list grid will be refreshed but the Finder grid will not and the selected article, if any, will not.
- If the Status is to be changed to Inactive then it will be changed to Runout if the article has any stock (in any warehouse of any host). The message will show the count of articles changed to Inactive and changed to Runout.
Diagnostics Area
Finds SKU's that appear not to be setup correctly.
Refresh to display exceptions.
- 'Assembly without components'.
- 'Components but not assembly'.
- 'Default buy price but no supplier'.
- 'Quantity buy price but no supplier'.
Double click line to open Article.
