Item Manager

Item Manager

What are you going to learn?
  • How to add a new individual SKU
  • How to edit a SKU/SKU Location
  • How to delete a SKU/SKU Location

The Item Manager is made up of 3 individual columns: SKU, Location, and Description. Here you can add new individual products, edit them, or delete them altogether.

1. Ad, Edit, Delete -Add a new SKU, edit a current SKU, or delete an existing SKU.

2. Columns, Sort numerically by SKU, sort alphabetically by location, or sort alphabetically by description.

The Item Manager lets you make changes to your SKUs without having to upload an entirely new file.

Add New SKU

The Add button allows you to add in a new SKU. Clicking the "Add" button will open up a new window named "Adjust Item" where you can put in the necessary information required to create a new SKU or edit a current SKU.

1. SKU - Stock Keeping Unit. The SKU is a required term that determines what each item is.

2. Location - The location is a required term which the SKU is sold at.

3. Description - The name and description for the SKU. For example, if I was selling pies, this could could be something like Pumpkin Pie, or Rhubarb Pie.

4. Buyer/Planner - The name of the Buyer/Planner that buys or plans this SKU at this location.

5. Weight - The weight of the SKU.

6. Supplier - The supplier of the SKU in that location.

7. Volume - The volume of the SKU.

8. Active Code - Whether the SKU at that location is A- Active, S - Slow, or O - Obsolete.

9. Pallet Quantity - The number of items per pallet.

10. Price - How the item is priced at that location.

11. Case Quantity - The number of items per case.

12. Cost - What the item costs you to make for that location.

13. Package Quantity - The number of items per package.

14. Lead Time - The time between the start and end of the production process.

15. Vendor SKU - The number the vendor assigns the SKU.

16. End Of Life - The date of the end of the products life.

17. Note - Anything in the left column of the item manager is a SKU-specific term and will not change throughout locations. Anything in the right column underneath location is a location item and could vary between locations. Therefore, if you change something in the left column it will affect all other instances of that SKU in the other locations. Changing something in the right column will only affect that specific SKU at that specific location.

18. Freeze Until - Allows you to freeze the forecast of this item at this location until a certain date.

19. Categories - Assign different categories to this SKU at this location in order to filter by it in the filters section.

20. Save/Cancel - Click save to save all of the changes you have made, or cancel to cancel all of the changes you have made.


The "Adjust Item" window is divided into 3 sections: SKU, SKU Location, and Categories. Each of these sections is important to consider when creating a new SKU, even if the features are not required.

SKU

The SKU section is where you input all of the data pertaining to the SKU itself. These are things that do not change throughout locations. SKU items are: Description, Weight, Volume, Pallet Qty, Case Qty, Package Qty, and Vendor SKU.



SKU Location

The SKU Location section allows you to input data pertaining to a certain location for that particular SKU. These are things that could vary depending on the location it is being sold in. SKU Location items are: Buyer/Planner, Supplier, Active Code, Price, Cost, Lead Time, End of Life, and Freeze Until.

Categories

The final section of the "Add Item" window is the categories section. This section contains all of the categories that you have created. Here you can select one or more categories to put the SKU into so that you can filter through it later.

Warning: Don't forget to click the green "Save" button in order to save your adjustments or create a new SKU.

Edit Current SKU

The Edit button allows you to edit any current SKUs that you have. Like the "Add" button, the "Edit" button will open up the "Edit Item" window. The difference, however, is that you will now see all of the information that has already been input relating to that SKU.

To edit a SKU, highlight it in the list then click the blue "Edit" button.

Here is an example of what opening a current SKU would look like:

Click the Save button to apply your changes. To see more information on each section of the "Edit Item" window see "Add New SKU" above.

Note: You may need to refresh and/or adjust the filters to see your changes

Delete Current SKU

The Delete button is used to delete SKUs that you have created or uploaded. Because deletion is permanent, it is always better to set a SKU as obsolete rather than deleting it; However, deleting a SKU is still possible.

If you wish to delete a SKU, highlight the SKU by clicking the row it's in, then click the red "Delete" button.

You will then see a message pop-up asking if you are sure that you want to permanently delete the SKU forever.

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