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Adding Items from a Master Item Family

In addition to adding a new item "from scratch," some companies have to option to add items from Master Item families.  These items are pre-assigned the correct UPC, pack/inner pack, and other information required by a trading partner.  

Follow these steps:

  1. Select the item to add

  2. Enter your Item Number

  3. Select the Cost Zone(s) and add costs

  4. Offer the item and Save

 

A.

Select the item to add

From the Item & Cost menu:

  1. Click Add Items to my Item Catalog.

  2. Select the Master Item family from the Method for Add drop-down.  

  3. Enter search criteria to locate the item.  It's not necessary to enter criteria in all fields. 

Product Code

Enter the item's UPC.  You can optionally enter dashes.  

UPC must match the format selected on the right.  For example:  0-55555-44444 or 05555544444 is UPCA - format 1-5-5 (default).

If desired, enter any portion of the UPC and select Partial UPC.

Brand, Packaging, and Pack

Select these to choose from the item brand, the packaging container, and the pack type.

  1. Click Choose.  

  2. Select the desired Master Item from the drop-down.

The master item family displays to aid you in verifying your selection.

  1. Click Proceed.

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B.

 

Enter your Item Number

  1. If desired for your internal records, you can alter the Description.  However, this does not change the information received by your retailer.

  2. Enter your Item Number.

  3. Click Save and Proceed.

Notes:

MCATs.  If you are set up to include merchandise categories (MCATs), a category list displays.  This is not common.  Expand the category list and select the lowest applicable category marked with an asterisk.  

Show Additional Supplier Item Information (optional).  Use this to enter modular, availability date, dimension, and other information for your internal records.  This does not affect the information received by the retailer. Field Definitions.

About Errors:  If you receive the message "You already have an item associated with this Master item," the item or a member of the item’s family is already in your item catalog.  Use Manage My Item Catalog to search for the item.  (You'll go to a different set of screens.)

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C.

Select the Cost Zones and add costs

Costs and retails are entered by zone.  If one cost applies to all zones, you will use this window once.  If different costs apply to different zones, you will use this window at least twice.

You can also add future or temporary costs for the new item.

  1. Select the Cost Zones that apply to the cost(s) being added.

Hold the Ctrl key to select more than one zone.  If you only have one zone, it is selected for you.

  1. Enter the Base Cost.  This is your cost without any allowance.

  1. Enter any cost Allowance. (Optional)

  2. It's not necessary to enter the Net Cost. This is calculated when you click Validate.

  3. Enter the cost Effective Date.

This is the date the cost will begin, and defaults to the current date.  Change this date if needed.  It must be today’s date or a future date.  Each current cost ends when a future date begins, so you can use this to set up future price changes.

About End Dates:  Regular or front-line costs do not use an End Date. Instead, they are replaced by new costs and effective dates.  You will normally leave the End Date blank.  Entering an End Date creates a Temporary cost.  Temporary costs revert back to current costs when the end date is reached.

Important:  Each item must have at least one cost without an end date in each cost zone to which it is authorized.  

  1. Click Validate to confirm that your entries are valid.

Use any error messages that display to correct the errors.  Click Validate again and repeat until your data is error free.

  1. Add additional costs or offer the item.

    • If you have different costs for different zones, select Manage Costs & Retails from the Next Step bar and click Save and Proceed.  Follow the steps above.

    • If all costs have been entered, leave the Next Step bar at Offer Item and click Save and Proceed.

Notes:

  • All other fields are optional.  

  • Click Show Additional Cost Attributes for more optional fields.  Field Definitions.

  • If you use Retail Zones, optionally select the appropriate zone and enter retail prices.  This is not common, and will only display if included in your setup.

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D.

Offer the item and Save

The item and costs are now set up.  The item must next be offered (authorized) to your retailers.

  1. Select the Offer box by each retailer to be authorized.

Some retailers may show a Status of Offered.  These means they are on "auto offer" and do not require a selection.

  1. Click Save.

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New 5/10/2011