1. Inventory & Sub SKUs Presented By: Kevin Smith Senior Developer
Stone Edge Technologies, Inc.
April 25, :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. Maintenance Menu>Import & Export>Export Inventory
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 File Location In Save Dialog 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”

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

20. Considerations Costs Supplier Assignment Supplier Identifiers
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 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

26. 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

27. Drop Ship Items Supplier Setup In View Suppliers Screen
Communication Method
Template
Printed for Fax/Mail
Auto Fax
File Path
Text File Attachments
Fulfillment Template Assigned By Supplier
PDF File Attachments
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) Used Maint 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. If SKUIncludeParent Parm Is True
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 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

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, :00 PM – 5:00 PM