2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Inventory & Sub SKUs
Presented By:Kevin Smith
Senior Developer
Stone Edge Technologies, Inc.
April 25, 2010 3:00 PM – 5:00 PM
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
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
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
SKUs InWebsite Import
Maintenance Menu>Cart Functions>Shopping Cart Functions
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
How to ImportImport Options
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Start By Deleting All?• Yes - only if just starting out!• No - If Building SubSKUS!• No - If Data Has Been Established• No – If Tracking Inventory
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
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
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Replace Selected Fields?• Highly Recommended!• Product Changes Like Pricing, Descriptions, Weight• Only Impacts Selected Field(s)
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Do Not Modify?• Best for New Products• Does not impact existing data• Safe!
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Option Lists• Replace All – Not When Established! Lose Sorting!• Just Add New – Highly Recommended• Don’t Import – Best if Simple Changes to Existing Items
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Import From TextMaintenance Menu>Import & Export>Import Suppliers,
Customers, Inventory, Costs & Prices
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Usage
• Select “Products”
• Select File
• Set Options Carefully!!!
• Map Fields
• Begin Import
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
SKUs OutMaintenance Menu>Import & Export>Export Inventory
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Usage• Select “Template” or Select Fields to Export (40)• Set File Type (CSV or TAB)• Set Filters• Begin Export• Pick File
Location In SaveDialog Box
• Done
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
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
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
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
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Considerations
• Taxability– UseTaxableField
Parm– SKU’s Taxable Flag– CheckTaxRates
Parm– Sales Tax Rates
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Considerations
• Unit Price– UseMultiLevelPricing
Parm– PricingLevel#Name
Parms– Ten Price/Sale Price
Levels with On Sale Flag
– Price Level Assigned to Customer
– Quantity Discounts
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Considerations
• Unit Price– UseMultiLevelPricing
Parm– PricingLevel#Name
Parms– Ten Price/Sale Price
Levels with On Sale Flag
– Assignable to Customer
– Quantity Discounts
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Considerations
• Weight– UseImportedWeight
Parm– Published Weight– Actual Weight– Shipping Costs
• Product Category– Maint Menu>List
Maint>Inventory Categories
– Sales By Category
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Considerations• Costs
– Per Supplier Assignment
– Needed for Accounting Purposes
• Supplier Assignment– Purchasing– Billing
• Supplier Identifiers– SKU– Barcode
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Warehouse Items
• QOH Tracking– CheckInventory
Parm– TrackInventoryFIFO
Parm– Ignore QOH Flag?– No Drop Ship Flag
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Warehouse Items
• QOH Synch With Websites– SynchQOH Parm– Ignore QOH On
Websites– Cart Specific Synch
Flags
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
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!
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Warehouse Items
• Warehouse Location– Single Field– Freeform Data Can
Be What You Make It– New System in
Progress
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
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
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
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
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
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
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
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
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Fulfillment Items• Define Fulfillment
House(s) UsedMaint Menu>Ship & Fulfill>Fulfillment Houses
• Assign Fulfillment House to SKU
• Fulfillment Auto Generated at Order Approval
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
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
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
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
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Assemblies
• Assembly Does Track QOH
• No Indicator In View Inventory Of Assembly
• Define Assembly Similar to Kit
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
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
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
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
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Multi-Unit SKUs
• Inventory Transfer Feature to Move QOH Between Single & Multiple Unit SKUs
• Calculates Available Movement Totals
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
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)
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
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!
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Variants
• Attribute (Option List) – Option Descriptor (Size, Color)• Option – Selection (Blue, Green, Red, Small, Large)
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
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…..
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
VariantsShirt: 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
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Product Group OptionShirt: 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
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Variants
SubSKU Build Rules:
Start With Parent SKU
If SKUIncludeParent Parm Is True
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
VariantsSubSKU 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
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
VariantsIf 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 PresentIf AddToSubSKUIfNoCodeDelimiter Is True
Append Full Option Value To Parent SKU and BuildSubSKUDelimiterTHIS OPTION DECRIBES A VARIATION ON THE PARENT SKU
If AddToSubSKUIfNoCodeDelimiter Is FalseWrite the Value into Option Fields But DO NOT Use it to Build A SubSKU
IT IS AN EMBELLISHMENT OF THE ORIGINAL PRODUCT
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
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)
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
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
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Questions?
2010 User ConferenceApril 23rd – 25th, Philadelphia, PA
Inventory & Sub SKUs
Presented By:Kevin Smith
Senior Developer
Stone Edge Technologies, Inc.
April 25, 2010 3:00 PM – 5:00 PM