1 International Christian Retail Show 2007 Atlanta, GA July 2007 IVM, PUBS, and Groupings

2 IVM New Features and Changes

3 IVM, PUBS, and Groupings If you have the Gift Database / Gold Database purchased, information in the CB&M database will automatically add to IVM when you key in or scan the item #.

4 IVM, PUBS, and Groupings Additional information can be added to the “Misc.” field in IVM. In IVI, the Title/Desc box of the list box now includes the Misc. information screen from IVM.

5 IVM, PUBS, and Groupings The check box “Core” allows you to flag items that you always want to stock. A suggested return will never discontinue or suggest taking the on hand level below 1. IVHR will never set items grouped as core to a 0/0 min max. This field may be used to limit the following reports: IVP, IVWO, IVO, IVGL.

6 IVM, PUBS, and Groupings The “TBO/TBR” field determines if an item is marked “to be ordered” rather than “to be returned”. IVWO and IVO will pull items that have a “TBO/TBR” greater than zero. You can do a projected return in IVR for items marked “to be returned” which will look for items that have a “TBO/TBR” less than zero.

7 IVM, PUBS, and Groupings You can click the “?” next to the binding field to see a list of the binding codes. This will show you a list of all of the current binding codes used in the CB&M database.

8 IVM, PUBS, and Groupings You can click the “?” next to the CPC Code field to have BSM translate the CPC Code.

9 IVM, PUBS, and Groupings You can click the “?” next to Total Return to see the Return History for the item.

10 IVM, PUBS, and Groupings You can have up to 5 simultaneous sales. You also have 4 Special Pricing fields. This allows you to designate special discounts for your mailing list customers. Based on Sys Config 4053, you can charge certain customer’s Our Price 2, Our Price 3, Cost, Spl Pricing 1, 2, 3, or 4.

11 IVM, PUBS, and Groupings On the Daily History tab, you can click to print a date range for an individual item.

12 IVM, PUBS, and Groupings You can run the program IVD to delete Inventory History. You can delete Monthly, Weekly, Daily, and Invoice History by date.

13 IVM, PUBS, and Groupings You can enable the “Messages” tab in IVM by adding the ENV line “USE-MESSAGE-IVM-DATA Y”. This is used for Church stores that inventory Pastor’s sermons.

14 IVM, PUBS, and Groupings With the Messages Tab enabled, you can go into IVI and click the “Messages” tab and search based on Date of the message, Subject, or Book.

15 IVM, PUBS, and Groupings In the 1 st section, you tell BSM what parameters to use for changing your inventory. In the 2 nd section, you tell BSM what field to change in IVM. In the 3 rd section, you tell BSM what to change the setting to IVGL Program Global Inventory Changes This is very powerful program that makes global changes to your inventory. There are 3 sections.

16 IVM, PUBS, and Groupings PUBS – Customize Database Vendors

17 IVM, PUBS, and Groupings Use the PUBS program to link the CB&M database abbreviations to your store’s vendor #’s. When an item is pulled from the database to your inventory or a special order, the vendor # where you can order the item will be transferred to the Vendor 1 field. Example: Westminster items are abbreviated “WES” in CB&M. If your preferred supplier for Westminster products is Spring Arbor, enter “WES” in the “Publisher Abv.” field and the vendor number you assigned to Spring Arbor in the “Vendor #1” field. Then select Options=F5 to Save. Anytime you try to add something that has “WES” for publisher in the CB&M database, the vendor #1 will be set to 001 in IVM automatically.

18 IVM, PUBS, and Groupings You will need to set up the message number “D” as a default message for any publisher that has not been assigned a specific message. –Example: “We do not order from this publisher.” or “Ask the manager before accepting a special order,” etc Go into PUBS and click “Add/Chg. Pub Messages”. For Msg #, type D Type a custom message for these products.

19 IVM, PUBS, and Groupings Default Vendor Assignments You can change your default vendor assignments for items that aren’t tied through PUBS. Go into SYS  Config File  Change Misc. Configurations – Field # Set your default Ven #1, 2, and 3. Any new items added to inventory will use these vendors unless setup in PUBS.

20 IVM, PUBS, and Groupings IVM Groupings

21 IVM, PUBS, and Groupings Backlist Grouping –BSM will suggest ordering the product when necessary. Kit Grouping –Used for Kits where you have a set of items grouped together (IVKM). –BSM will not recommend ordering the product. Textbook Grouping –Used by school bookstores. Unavailable Grouping –BSM will not recommend ordering the product. Discontinued Grouping –IVHR will mark items Discontinued and then BSM will not recommend ordering the product. Closeout Grouping –The product is a close out product. BSM will not recommend reordering nor will it re-assign the vendor 1 setting when running “IVUL” #16.

22 IVM, PUBS, and Groupings Spl Order Grouping –Sys Config 2014 – Parameters for adding all Spl Orders to IVM. (Screenshot below) –Any time a special order is placed for an item that isn’t in your inventory, the item will be automatically added to your inventory with the settings you specify. –The advantage to adding SO’s to inventory is that BSM will have sales history for the item if you ever decide to add it to your inventory. –BSM will not recommend ordering the product.

23 IVM, PUBS, and Groupings Multiple Grouping –Used to keep count of multiple items sold that are not put on the computer as individual items. (Example: Pencils or counter cards) –Will not keep Daily Inventory History –IVUPC program uses the multiple binding. See next slide…

24 IVM, PUBS, and Groupings IVUPC is designed for use in conjunction with point of sale and the special grouping type “Multiple” in IVM. The grouping type “Multiple” signifies that multiple products share this item number. For Example: All 25 cent pencils might be rung up under the item number P25. Example #2 might be Pass Alongs. Stores can “tie together” the various UPC’s for pencils, allowing the front liner to scan the UPC on the product, while relying on BSMGR to translate the various UPC’s to inventory item number P25. You will only have to setup one item “P25” with a price of $0.25 and set the Grouping to “Multiple”. If you wish to use this feature, you will need to go into SYS  Config File  Change Misc. Configurations. Change field # 4043 to a “U” or “X” –U = Read cards and UPC’s –X = Read only UPC’s

25 IVM, PUBS, and Groupings Invalid Grouping –Some vendors will sometimes print the same UPC number on various books in a series. –This can cause havoc to an inventory system trying to track the products individually. –Using the “Invalid” grouping type offers users a way to prevent front liners from ever ringing up the book by the bad UPC #. –To do so, create an item in inventory with the bad UPC number and choose “Invalid” as a grouping type. –When a front-liner at point of sale attempts to ring up the UPC, BSMGR will inform them that the UPC is invalid and instruct them to use a different item number located on the product. –Note that BSMGR will never suggest ordering this product

26 IVM, PUBS, and Groupings Req. Prefix Grouping –Used when two products have the exact same barcode printed on then them (Ex. Closeouts). –This setting will cause BSMGR’s point of sale to prompt for a 1 character prefix to distinguish the two products. –You will have two items in inventory, but the first character of the closeout item will be different. –Example: would be the regular priced Purpose Driven Life book, and the 2 nd item # would be C for the closeout book.

27 IVM, PUBS, and Groupings Consignment Grouping –The product is on consignment from the vendor. –The value of the product will not be added into the inventory totals of IVT. –These items are for products the store has taken into inventory on consignment. –They will, however, add into IVP totals.

28 IVM, PUBS, and Groupings No On Hands Grouping –For items such as tape downloads, BSM will not recommend ordering the product and IVHR will not adjust min/maxes. –Because of the new date range option in IVP, SLIV’s print out no longer prints items grouped in IVM with a “No On Hands” grouping

29 IVM, PUBS, and Groupings You can reach us at –Phone #: / Fax: –Tech Support –Visit us on the web at: –Additional Training CD’s: $15 –Remote / On Site Training also Available. Contact Us!