Inventory & Sub SKUs

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


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 InWebsite Import

Maintenance Menu>Cart Functions>Shopping Cart Functions


How to ImportImport 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 TextMaintenance Menu>Import & Export>Import Suppliers,

Customers, Inventory, Costs & Prices


Usage

• Select “Products”

• Select File

• Set Options Carefully!!!

• Map Fields

• Begin Import


SKUs OutMaintenance 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 SaveDialog 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”

• No Special Characters


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– UseImportedWeight

Parm– Published Weight– Actual Weight– Shipping Costs

• Product Category– Maint Menu>List

Maint>Inventory Categories

– Sales By Category


Considerations• Costs

– 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

– 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

– 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) UsedMaint 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…..


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


Product Group OptionShirt: SKU = TEE123

Price $10.00




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


Variants

SubSKU Build Rules:

Start With Parent SKU

If SKUIncludeParent Parm Is True


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


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


What Should We Get?Shirt: SKU = TEE123 - Price $10.00 – Quantity 1




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

Inventory & Sub SKUs

Documents

Transcript of Inventory & Sub SKUs