1 / 48

Inventory & Sub SKUs

Inventory & Sub SKUs. Presented By: Kevin Smith Senior Developer Stone Edge Technologies, Inc. April 25, 2010 3:00 PM – 5:00 PM. Quick Tour !!!. SKUs In – BACK UP FIRST! SKUs Out Types of SKUs Product Type Considerations Kits vs. Assemblies vs. Multi-Unit SKUs

cachet
Download Presentation

Inventory & Sub SKUs

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Inventory & Sub SKUs Presented By:Kevin Smith Senior Developer Stone Edge Technologies, Inc. April 25, 2010 3:00 PM – 5:00 PM

  2. Quick Tour !!! • SKUs In – BACK UP FIRST! • SKUs Out • Types of SKUs • Product Type Considerations • Kits vs. Assemblies vs. Multi-Unit SKUs • Variants, Product Groups, SubSKUs • Questions at the End – Please… • Odds & Ends If Time Allows

  3. SKUs In Website Import Maintenance Menu>Cart Functions>Shopping Cart Functions

  4. How to Import Import Options

  5. Start By Deleting All? • Yes - only if just starting out! • No - If Building SubSKUS! • No - If Data Has Been Established • No – If Tracking Inventory

  6. If Data Already Present? • Replace All – Overwrites All OM Fields with Incoming Data • Not recommended when tracking QOH – replaces on-hand numbers • No if you have added your own data like descriptions, etc. • No if you import from multiple sources

  7. Replace Selected Fields? • Highly Recommended! • Product Changes Like Pricing, Descriptions, Weight • Only Impacts Selected Field(s)

  8. Do Not Modify? • Best for New Products • Does not impact existing data • Safe!

  9. Option Lists • Replace All – Not When Established! Lose Sorting! • Just Add New – Highly Recommended • Don’t Import – Best if Simple Changes to Existing Items

  10. Import From Text Maintenance Menu>Import & Export>Import Suppliers, Customers, Inventory, Costs & Prices

  11. Usage • Select “Products” • Select File • Set Options Carefully!!! • Map Fields • Begin Import

  12. SKUs Out Maintenance Menu>Import & Export>Export Inventory

  13. Usage • Select “Template” or Select Fields to Export (40) • Set File Type (CSV or TAB) • Set Filters • Begin Export • Pick FileLocation In SaveDialog Box • Done

  14. Types Of SKUs • Warehouse – Company’s Physical Goods • Drop-Ship – Goods Owned By Vendor • Service – Time Based Charges • Fulfillment – Not Filled In-House • Kit – Virtual Product Made Up Of Parts • Assembly – Product Of Other Products • Multi-Units – Quantities Of Same Product

  15. Basics For All SKUs • Required and Must Be Unique • Product SKU • 50 Characters or Less – Viewability (new word…) • Easily Identifiable • No Special Characters • Short & Sweet • Product Name/Short Description • 250 Characters or Less • Succinct Product “Name” • No Special Characters

  16. Considerations • Taxability • UseTaxableField Parm • SKU’s Taxable Flag • CheckTaxRates Parm • Sales Tax Rates

  17. Considerations • Unit Price • UseMultiLevelPricing Parm • PricingLevel#Name Parms • Ten Price/Sale Price Levels with On Sale Flag • Price Level Assigned to Customer • Quantity Discounts

  18. Considerations • Unit Price • UseMultiLevelPricing Parm • PricingLevel#Name Parms • Ten Price/Sale Price Levels with On Sale Flag • Assignable to Customer • Quantity Discounts

  19. Considerations • Weight • UseImportedWeight Parm • Published Weight • Actual Weight • Shipping Costs • Product Category • Maint Menu>List Maint>Inventory Categories • Sales By Category

  20. Considerations • Costs • Per Supplier Assignment • Needed for Accounting Purposes • Supplier Assignment • Purchasing • Billing • Supplier Identifiers • SKU • Barcode

  21. Warehouse Items • QOH Tracking • CheckInventory Parm • TrackInventoryFIFO Parm • Ignore QOH Flag? • No Drop Ship Flag

  22. Warehouse Items • QOH Synch With Websites • SynchQOH Parm • Ignore QOH On Websites • Cart Specific Synch Flags

  23. Warehouse Items • QOH Synch With Websites • NO! NO! NO! Do Not Use Alternate SKUs If you Intend To Synchronize QOH With Websites!!! • Alternate Barcodes Are OK!

  24. Warehouse Items • Warehouse Location • Single Field • Freeform Data Can Be What You Make It • New System in Progress

  25. Warehouse Items • Purchasing Rules • By the Piece • By the Lot • Piece In Lots • Lot Cost • Lot Identifiers • Stock Levels • POCalcMethod Parm • Order Qty • Target • Delayed Target • Ordering Markers • Reorder Qty/Target • Reorder Point

  26. Drop Ship Items • Drop Ship Flag • Set To True • QOH Ignored By Design • QOH • NOT for Vendor Stock Quantities! • Assume This Amount Is Warehouse Stock • Primary Supplier • Auto Assigned • Cost Source

  27. Drop Ship Items • Supplier Setup In View Suppliers Screen • Communication Method • Template • Printed for Fax/Mail • Email • Auto Fax • File Path • Text File Attachments • Fulfillment Template Assigned By Supplier • PDF File Attachments • Email Template Editor

  28. Service Items • No Inventory Tracking • Use Smallest Time Measurement as Single Unit of SKU • Your Company Is Supplier • Price Is Per Smallest Time Unit • Sale Quantity Is Total Units Applied

  29. Fulfillment Items • Define Fulfillment House(s) UsedMaint Menu>Ship & Fulfill>Fulfillment Houses • Assign Fulfillment House to SKU • Fulfillment Auto Generated at Order Approval

  30. Kits • Kit SKU is Virtual Product – No QOH! • Assign Parts From Existing SKUs • Each Part Has Separate Quantity • QOH Tracked On Parts If Not Drop-Ship or Ignore QOH • Price & Weight On Kit Parent • Cost Totaled On Parts

  31. Kits • DontShipPartialKits Parm • Kit Parents Marked as Drop-Ship Make All Parts Drop-Ship • Kits Not Marked as Drop-Ship Can Have Drop-Shipped Parts • Kit Parent And Parts Are Related In An Order And Treated As Group

  32. Assemblies • Assembly Does Track QOH • No Indicator In View Inventory Of Assembly • Define Assembly Similar to Kit

  33. Assemblies • Building/Breaking Assemblies • Calculates Available Build/BreakQuantity • Transfers QOH To/From Parts • Build Can Assume Cost of Assembly From Part Cost Plus Labor • Generate Barcode Labels For Assembly

  34. Multi-Unit SKUs • Selling in Lots • Single-Unit SKU is Smallest Sales Unit • Multi-Unit SKU is a Multiple of Single-Unit • Multiple or Single Can be Ordered Through Vendor

  35. Multi-Unit SKUs • Inventory Transfer Feature to Move QOH Between Single & Multiple Unit SKUs • Calculates Available Movement Totals

  36. Variants • Parent SKU is Virtual – No QOH and Should NEVER Be Sold! • Variants (SubSKUs) Represent the Products • Variant SKU Built From Parent SKU and Option Value(or portions of)

  37. Variants Ask the Following: • Does An Option Represent Part of the Description of a Separate Product (Size, Color, Style, Etc.)? • Does An Option Represent An Embellishment of the Product? (Engraving, Silk Screen, Finish, Etc.)? • Does An Option Represent a Completely Separate Product (Select Item to go into gift basket)? • Saying Yes to Any of the Above? You’re in Luck – We Support All!

  38. Variants • Attribute (Option List) – Option Descriptor (Size, Color) • Option – Selection (Blue, Green, Red, Small, Large)

  39. Variants & Product Groups • Option Value Breakdown: • Attribute Name • WebOptionNameDelimiter • Option Code OR SKU • WebOptionCodeDelimiter OR WebOptionProductDelimiter • Option Value • WebOptionPriceDelimiter • Option Price Modifier • Option Cost Modifier (XML Import Only) • Option Weight Modifier (XML Import Only)HMMMM…..

  40. Variants Shirt: SKU = TEE123 Price $10.00 Option1: Color=BL-Blue Option2: Size=SM-Small($5.00) Option3: Logo=Budweiser Size represents the Attribute Name (Optional) = represents the WebOptionNameDelimiter (Optional) SM represents the Option “Code” (Optional) Dash represents the “WebOptionCodeDelimiter” (Optional) Small represents the Option “Value” (Required) ($ represents the “WebOptionPriceDelimiter” (Optional) 5.00 represents the Price Modifier

  41. Product Group Option Shirt: SKU = TEE123 Price $10.00 Option1: Color=BL-Blue Option2: Size=SM-Small($5.00) Option3: Logo=Budweiser Option4: Image=NCRD^Nascar Race Day($3.50) Image represents Attribute Name = represents WebOptionNameDelimiter NCRD represents Product SKU ^ represents WebOptionProductDelimiter Nascar represents selected option name ($ represents WebOptionProceDelimiter 3.50 represents Price Per Unit of Product

  42. Variants SubSKU Build Rules: Start With Parent SKU If SKUIncludeParent Parm Is True

  43. Variants SubSKU Build Rules: FOR EACH OPTION: If WebOptionProductDelimiter is Present The Option Is NOT Written to the Option Fields of the Parent SKU. It Is Used to Create a New Line Item In the Order THIS ITEM REPRESENTS A PRODUCT SELECTION AS PART OF A PRODUCT GROUP SUPERSCEDES SUBSKU BUILD

  44. Variants If WebOptionCodeDelimiter IS Present Append The “Code” (Portion to Left of Delimiter) To Parent SKU and BuildSubSKUDelimiter THIS OPTION DECRIBES A VARIATION ON THE PARENT SKU If WebOptionCodeDelimiter NOT Present If AddToSubSKUIfNoCodeDelimiter Is True Append Full Option Value To Parent SKU and BuildSubSKUDelimiterTHIS OPTION DECRIBES A VARIATION ON THE PARENT SKU If AddToSubSKUIfNoCodeDelimiter Is False Write the Value into Option Fields But DO NOT Use it to Build A SubSKUIT IS AN EMBELLISHMENT OF THE ORIGINAL PRODUCT

  45. What Should We Get? Shirt: SKU = TEE123 - Price $10.00 – Quantity 1 Option1: Color=BL-Blue Option2: Size=SM-Small($5.00) Option3: Logo=Budweiser Option4: Image=NCRD^Nascar Race Day($3.50) Assuming: BuildSubSKUs=True WebOptionProductDelimiter = ^ (carat) WebOptionCodeDelimiter=- (dash) AddToSubSKUIfNoCodeDelimiter=False BuildSubSKUDelimiter-: (colon)

  46. What We Got Line Item 1 SKU=TEE123:BL:SM Name=Tee Shirt Price $15.00 Option Color=Blue Option Size=Small Option Logo=Budweiser Line Item 2 SKU=NCRD Name=Nascar Race Day Price=$3.50

  47. Questions?

  48. Inventory & Sub SKUs Presented By:Kevin Smith Senior Developer Stone Edge Technologies, Inc. April 25, 2010 3:00 PM – 5:00 PM

More Related