Product Maintenance in Portal - Part 1

PRODUCT MAINTENANCE IN PORTAL

It is important for stores with Multi-Store Portals to make product changes in Head Office so that the changes sync to all store POS Managers.

There are many filter options, such as ‘Don’t Show Delist with Zero OnHand’ and show ‘LTO only’. You can also search products with price or cost changes from a given date.

The columns in <Product Maintenance> can be sorted by clicking the headers. If you want to sort by more than one column, after sorting by an initial column, hold the SHIFT button down to sort by subsequent ones. Note this is different than POS Manager where you use CTRL to sort by extra columns.

To ‘Apply All’, select checkboxes beside products or use the top box to select all on the page (up to 100 SKUs).

For example, if you choose ‘Min Stock’, you will get a pop up allowing you to set the minimum stock level for all selected products at once.

The <Products> page is divided into several sections. There are key fields that should be entered for all SKUs. Some are vital for the creation of orders and the receiving of invoices. Category sets, the SKUs tax rate, Deposit and Units per Case are also vital.

Note that in Barnet, “Base Cost” means the Cost on invoices. In AB this includes tax, so Base Cost is higher than Net Cost which is without tax. In BC, Base Cost = Net Cost as invoice costs do not include tax.

Stock info like ‘Units Per Case’ and ‘Order by Case’ are important to fill in correctly. You can delist SKUs on the Stock tab.

If you make 6 or 8 packs from larger sizes, all SKUs involved must have Units per pack entered. A 24 pack would get 24 entered, and an 8 pack would get 8 entered.

The re-packing adjustments are entered on the large size SKU. In the “Re-Packing adj” section, enter the item after repacking (this will save in the cell for future use) and the Qty of the large size SKU you are splitting. Then press “Apply” to change the inventory and cost.

If you buy any SKUs that come in a large pack size, but you sell them as Singles only, set them up like this with ‘Units per pack’ entered and ‘Single’ checked: