A.

Find and display the item(s)

From the Item & Cost menu:

1. Click Link to Master Items.

2. Enter search criteria to display the desired item(s).  It is NOT necessary to enter criteria in every field.

You can search by:

Description, Size, or other item details

Product Code Pattern (UPC)

Linked / Not Linked & Matchable / Not Matchable

These are described at the end of this topic.

3. Click Find.  The supplier items that match your criteria display.

4. Select an item and click Continue to Linking.

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B.

Link the supplier item

The supplier item's primary UPC and any additional codes assigned to the item display under Product Codes.  The primary UPC is marked with an asterisk.

If a matching item exists -- based on  product code and OSUQ (S/R/I) quantity -- it's displayed in the Matching Product Codes list, along with relevant members of the item family.

1. The matching Master Item is highlighted.  If this item is correct, click Linked.

2. The Linked To: information displays at the top.

3. Go to the Next Item or click Back.

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Other options

You can perform other tasks from the Supplier Item Maintenance for Linking screen.

Unlink (linked items only)

Remove the supplier item / Master Item link.

Update Supplier Item

Review and change basic information about the item.

Next Item / Previous Item

If your search displayed multiple items, go to the next (or previous) item in the list.

View Master Item

Display details about the Master Item.

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Search by

Description, Size, or other item details

Enter information about the desired items.  You can enter criteria in several fields to narrow down your search.

Description

Enter part of a Description (item name) with asterisks. For example, enter *water* (with the asterisks as wild cards). Entering an asterisk before and after the word water will list everything with water in the description.

Item Order Nbr

Supplier's item number.  You can enter multiple item numbers, separated by commas or spaces.  For example, 1111,2222,3333.

Size

Enter a portion of the item's consumer unit size.  Use asterisks as wildcards.  For example, when looking for 12 OZ bottles, enter *12*.

QTY (S/R/I)

Enter item-level quantities in one or more fields.  

1. • S - Shipping unit quantity

   • R - Retail unit quantity

   • I - Inner-pack unit quantity

Also called "Units Per Case / Packs Per Case / Units Per Pack".

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Search by

Product Code Pattern (UPC)

You can search on any portion of a product code.  

Standard

Basic UPC format, such as a1-5-5-1 code.  Enter the UPC without dashes, using the fields to separate the numbers. The two larger fields are for the 5-5 portions.  It is NOT necessary to enter numbers in every field.

For a quick and easy search, just enter the vendor portion of the UPC in the Standard 4th box.  For example, enter only the 55555 from a 0-55555-44444-1 UPC.  

Zero Suppressed

Enter a six-digit zero suppressed UPC.  For example, 333333.

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Search by

Linked /

Not Linked

Matchable / Not Matchable

You can search for the current "linked" status of the supplier items.

Linked

Supplier items currently linked to Master Items.

Not Linked

Supplier items NOT linked to Master Items.

Matchable

Supplier items that meet the criteria for "auto linking", meaning that the product code and OSUQ (S/R/I) quantity match an existing Master Item.

Not Matchable

Supplier items not eligible for "auto linking".

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