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 Variants, Product Groups, SubSKUs Questions at the End – Please… Odds & Ends If Time Allows

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

How to Import Import Options

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

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

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

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

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

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

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

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

Usage Select “Template” or Select Fields to Export (40) Set File Type (CSV or TAB) Set Filters Begin Export Pick File Location In Save Dialog Box Done

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

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”

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

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

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

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

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

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

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

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!

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

Warehouse Items Purchasing Rules Stock Levels 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

Drop Ship Items Drop Ship Flag QOH Primary Supplier 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

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

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

Fulfillment Items Define Fulfillment House(s) Used Maint Menu>Ship & Fulfill>Fulfillment Houses Assign Fulfillment House to SKU Fulfillment Auto Generated at Order Approval

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

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

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

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

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

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

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)

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!

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

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…..

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

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

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

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

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 BuildSubSKUDelimiter THIS 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 SubSKU IT IS AN EMBELLISHMENT OF THE ORIGINAL PRODUCT

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)

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

Questions?

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