Difference between revisions of "List Stock"

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(→‎Edit: Adding majority of information.)
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== Edit ==
 
== Edit ==
 
Selecting the ''Edit'' action will allow you to modify the stock record.<br />
 
Selecting the ''Edit'' action will allow you to modify the stock record.<br />
−
*Under the [[File:Main.PNG|alt=Main Button|link=|Main]] heading a list of information for that stock record will appear.<br />
+
=== Main ===
 +
Under the [[File:Main.PNG|alt=Main Button|link=|Main]] heading a list of information for that stock record will appear.
  
 
'''Stock type'''<br />
 
'''Stock type'''<br />
Line 99: Line 100:
 
If you are reserving stock, enter the name of the customer here.<br />
 
If you are reserving stock, enter the name of the customer here.<br />
  
−
Once details have been correctly modified the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.  
+
Once details have been correctly modified press the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.  
  
−
=== Under the [[File:Pricing.PNG |alt=Pricing Button|link=|Pricing]] heading a list of pricing information will appear. === <br />
+
=== Pricing ===
 +
Under the [[File:Pricing.PNG |alt=Pricing Button|link=|Pricing]] heading a list of pricing information will appear.
  
 
'''VAT Rate'''<br />
 
'''VAT Rate'''<br />
Line 107: Line 109:
  
 
'''RRP'''<br />
 
'''RRP'''<br />
−
Enter here if you are updating the RRP of the stock on record. This will be recorded in £(GBP), to two decimal places.
+
Enter here if you are updating the RRP of the stock on record. This will be recorded to four decimal places.
  
 
'''Retail Selling Price'''<br />
 
'''Retail Selling Price'''<br />
−
Enter here if you are updating the Retail Selling Price of the stock on record. This will be recorded in £(GBP), to two decimal places.
+
Enter here if you are updating the Retail Selling Price of the stock on record. This will be recorded to four decimal places.
  
 
'''Trade Selling Price'''<br />
 
'''Trade Selling Price'''<br />
−
Enter here if you are updating the Trade Selling Price for the stock on record. This will be recorded in £(GBP), to two decimal places.
+
Enter here if you are updating the Trade Selling Price for the stock on record. This will be recorded to four decimal places.
  
 +
'''Exclude from Purchasing'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
 +
 +
'''Amazon Price'''<br />
 +
Enter here if you are updating the Amazon Price for the stock on record. This will be recorded to two decimal places.
 +
 +
'''Molding Cost'''<br />
 +
Enter here if you are updating the Molding Cost for the stock on record. This will be recorded to four decimal places.
 +
 +
'''Insert Cost'''<br />
 +
Enter here if you are updating the Insert Cost for the stock on record. This will be recorded to four decimal places.
 +
 +
'''Labour Content'''<br />
 +
Enter here if you are updating the Labour Content for the stock on record.
 +
 +
'''Current Cost'''<br />
 +
Enter here if you are updating the Current Cost of the stock on record. This will be recorded to four decimal places.
 +
 +
'''Safe Cost'''<br />
 +
Enter here if you are updating the Safe Cost of the stock on record. This will be recorded to four decimal places.
 +
 +
'''Retail Cost Markup %'''<br />
 +
Enter here if you are updating the Retail Cost Markup of the stock on record. This will be recorded in a percentage, to four decimal places.
 +
 +
'''Trade Cost Markup %'''<br />
 +
Enter here if you are updating the Trade Cost Markup of the stock on record. This will be recorded in a percentage, to four decimal places.
 +
 +
'''Allow Group Discounts'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
 +
 +
'''Allow Customer Discounts'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
 +
 +
'''Allow All Users to Amend Cost Price'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].<br />
 +
 +
Once details have been correctly modified press the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.
 +
 +
=== Stock ===
 +
Under the [[File:Stock.PNG ‎|alt=Stock Button|link=|Stock]] heading a list of stock level details will appear.
 +
 +
'''Stock Levels'''<br />
 +
This is a summary of stock level information for the stock on record.
 +
 +
'''Stock Purchasing Options'''<br />
 +
This is where you can modify the stock purchasing options for the stock on record.
 +
 +
'''Re-Order Below'''<br />
 +
Enter here if you are updating the re-order below value for the stock on record. This will be recorded as a whole number.
 +
 +
'''Re-Order Quantity'''<br />
 +
Enter here if you are updating the re-order quantity value for the stock on record. This will be recorded as a whole number.
 +
 +
'''Send Stock Item Direct'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].<br />
 +
''This function may be turned on for larger items that will be dispatched from the supplier directly to the customer.''
 +
 +
'''Send Direct if Orders contain more than this quantity'''<br />
 +
Enter here if you are updating the minimum quantity per order, that the stock on record should be sent directly to the customer.<br />
 +
''This will be the minimum threshold for the stock on record, that will need to be met for each order, to be sent directly. Any quantities (per order) on or below this threshold will <u>not</u> be sent directly.
 +
 +
'''Stock Replenishment Options'''<br />
 +
This is where to update any stock replenishment options.
 +
 +
'''Replenish Below'''<br />
 +
Enter here if you are updating the minimum threshold value, for the stock on record, that needs to be met before replenishment happens.<br />
 +
''Replenishment will <u>not</u> happen unless stock records fall below this value. Enter 0 to disable any automation.''
 +
 +
'''Replenishment Quantity'''<br />
 +
Enter here if you are updating the replenishment quantity.<br />
 +
''Enter 0 to disable any automation.''
 +
 +
Once details have been correctly modified press the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.
 +
 +
=== Details ===
 +
Under the [[File:Details.PNG ‎|alt=Details Button|link=|Details]] heading a list of stock details that can be modified will appear.
 +
 +
'''Stock Description (HTML allowed)'''<br />
 +
Enter here if you are updating the description of the stock on record.
 +
 +
'''Short Description'''<br />
 +
Enter here if you are updating the <u>short</u> description of the stock on record.
 +
 +
'''Specification'''<br />
 +
Enter here if you are updating the specification of the stock on record.
 +
 +
'''Stock Notes'''<br >
 +
Enter here if you are updating the stock notes of the stock on record.
 +
 +
'''Site Meta Title'''<br />
 +
Enter here if you are updating the site meta title of the stock on record.
 +
 +
'''Site Meta Description'''<br />
 +
Enter here if you are updating the site meta description of the stock on record.
 +
 +
'''Site Meta Keywords'''<br />
 +
Enter here if you are updating the site meta keywords of the stock on record.
 +
 +
'''Search Tags'''<br />
 +
Enter here if you are updating the search tags of the stock on record.
 +
 +
Once details have been correctly modified press the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.
 +
 +
=== Web ===
 +
Under the [[File:Web.PNG ‎‎|alt=Web Button|link=|Web]] heading a list of stock details that can be modified will appear.<br />
 +
Select the appropriate website you would like to update details for.
 +
 +
==== General ====
 +
Under the [[File:General.PNG ‎‎|alt=General Button|link=|General]] heading a list of details that can be modified will appear.
 +
 +
'''Active on Website'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
 +
 +
'''Featured on External Website'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
 +
 +
'''Display Priority on Website'''<br />
 +
Enter here if you are updating the prioroty number of the website.<br />
 +
''The higher the number, the higher the priority.''
 +
 +
'''Pricing on Sites'''<br />
 +
Enter here if you are updating the <u>site</u>, <u>price</u>, <u>active</u> or <u>action</u> details for the stock on record.<br />
 +
''These rules only apply to Third-Party Sites, if you are using the Spitfire e-Commerce Site then it will use the internal pricing set on the system.<br />
 +
Press the [[File:Submit-changes.PNG ‎‎|alt=Submit changes Button|link=|Submit changes]] button to submit any changes. 
 +
 +
'''Assign to Site'''<br />
 +
Select the appropriate site from the drop down menu.
 +
 +
'''Price for Site (Inc Vat)'''<br />
 +
Enter here if you are updating the price for site, for the stock on record.<br /.
 +
''This price will be inclusive of VAT.''
 +
 +
Press the [[File:Add-product.PNG ‎‎|alt=Add product Button|link=|Add product]] button to update the product price to site.
 +
 +
Once details have been correctly modified press the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.
 +
 +
==== Amazon ====
 +
Under the [[File:Amazon.PNG ‎‎|alt=Amazon Button|link=|amazon]] heading a list of details that can be modified will appear.
 +
 +
'''Publish to Amazon'''<br />
 +
Select the appropriate option from the drop-down menu.<br />
 +
 +
Once details have been correctly modified press the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.
 +
 +
==== eBay ====
 +
Under the [[File:Ebay.PNG ‎‎|alt=ebay Button|link=|ebay]] heading a list of details that can be modified will appear.
 +
 +
'''Publish to eBay'''<br />
 +
Select the appropriate option from the drop-down menu.
 +
 +
'''eBay Set Price'''<br />
 +
Enter here if you are updating the price of the eBay set price.<br />
 +
''Entering details here will override any options below.''
 +
 +
'''eBay Uplift Price (£)'''<br />
 +
Enter here if you are updating the eBay Uplift Price. This will be recorded in £(GBP), to four decimal places.
 +
 +
'''eBay Uplift Percentage (%)'''<br />
 +
Enter here if you are updating the eBay Uplift Percentage. This will be recorded as a percentage, to four decimal places.
 +
 +
'''eBay Variation Group ID'''<br />
 +
Enter here if you are updating the eBay Variation Group ID.
 +
 +
'''eBay Variation Name 1'''<br />
 +
Enter here if you are updating the eBay variation name 1.
 +
 +
'''eBay Variation Value 1'''<br />
 +
Enter here if you are updating the eBay variation value 1.
 +
 +
'''eBay Variation Name 2'''<br />
 +
Enter here if you are updating the eBay variation name 2.
 +
 +
'''eBay Variation Value 2'''<br />
 +
Enter here if you are updating the eBay variation value 2.
 +
 +
'''eBay Variation Name 3'''<br />
 +
Enter here if you are updating the eBay variation name 3.
 +
 +
'''eBay Variation Value 3'''<br />
 +
Enter here if you are updating the eBay variation value 3.
 +
 +
'''eBay Variation Name 4'''<br />
 +
Enter here if you are updating the eBay variation name 4.
 +
 +
'''eBay Variation Value 4'''<br />
 +
Enter here if you are updating the eBay variation value 4.
 +
 +
'''eBay Variation Name 5'''<br />
 +
Enter here if you are updating the eBay variation name 5.
 +
 +
'''eBay Variation Value 5'''<br />
 +
Enter here if you are updating the eBay variation value 5.
 +
 +
Once details have been correctly modified press the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.
 +
 +
==== Spitfire EC ====
 +
Under the [[File:Spitfire.PNG ‎‎|alt=spitfire Button|link=|spitfire]] heading a list of details that can be modified will appear.
 +
 +
'''Promote Stock Record'''<br />
 +
 +
'''Site'''<br />
 +
Select the appropriate site from the drop-down menu.
 +
 +
'''Promote Via'''<br />
 +
Select the appropriate area from the drop-down menu.
 +
 +
'''Active'''<br />
 +
''Tick'' for ''Yes'' <u>or</u> ''Leave blank'' for ''No''.
 +
 +
Press the [[File:Create-promotion.PNG ‎‎|alt=Create promotion Button|link=|Create promotion]] button once changes have been made, to create the promotion.
 +
 +
'''Assign to Site Categories'''
 +
 +
'''Site'''<br />
 +
Select the appropriate category from the drop-down menu.
 +
 +
Press the [[File:Assign-product.PNG ‎‎|alt=Assign product Button|link=|Assign product]] button once changes have been made, to create the promotion.
 +
 +
Once details have been correctly modified press the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.
 +
 +
=== Data ===
 +
Under the [[File:Data.PNG ‎‎|alt=Data Button|link=|Data]] heading a list of stock details that can be modified will appear.<br />
 +
 +
'''Data Feed Details'''<br />
 +
This gives information regarding the Data Feed Details: <br />
 +
'''Sourceable from Supplies'''<br />
 +
'''Requested Data from Supplier'''<br />
 +
'''Currently Updating from Price Feed'''<br />
 +
Either [[File:Yes-box.PNG ‎‎|alt=Yes Box|link=|Yes box]] <u>or</u> [[File:No-box.PNG ‎‎|alt=No Box|link=|No box]] will be selected.
 +
 +
'''Allow Back Orders even if Supplier not allowed'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
 +
 +
'''OpenRange ID'''<br />
 +
Enter here if you are updating the OpenRange ID for the stock on record.
 +
 +
'''SITC ID'''<br />
 +
Enter here if you are updating the SITC ID for the stock on record.
 +
 +
'''Ignore SITC Data Matching'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
 +
 +
'''Do Not Update Cost on Import'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
 +
 +
'''Do Not Update Price on Import'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
 +
 +
'''VOW Reference'''<br />
 +
Enter here if you are updating the VOW reference for the stock on record.
 +
 +
'''JH Reference'''<br />
 +
Enter here if you are updating the JH reference for the stock on record.
 +
 +
'''EC Commodity'''<br />
 +
Enter here if you are updating the EC commodity for the stock on record.
 +
 +
'''BOSS Code'''<br />
 +
Enter here if you are updating the BOSS code for the stock on record.
 +
 +
'''Manufacturers SKU'''<br />
 +
Enter here if you are updating the manufactures SKU for the stock on record.
 +
 +
'''Spicers/OT Wholesale Specific'''<br />
 +
Enter here if you are updating any <u>Spicers or OT Wholesale Specific</u> information.
 +
 +
'''Reference'''<br />
 +
Enter here if you are updating the reference for the stock on record.
 +
 +
'''Alt Reference'''<br />
 +
Enter here if you are updating the alternative reference for the stock on record.
 +
 +
'''No Return Details'''<br />
 +
Enter here if you are updating the no return details for the stock on record.
 +
 +
'''Product Group'''<br />
 +
Enter here if you are updating the product group for the stock on record.
 +
 +
'''Matrix'''<br />
 +
Enter here if you are updating the matrix details for the stock on record.
 +
 +
'''Special'''<br />
 +
Enter here if you are updating the special details for the stock on record.
 +
 +
'''Product Range'''<br />
 +
Enter here if you are updating the product range for the stock on record.
 +
 +
'''Pack Size'''<br />
 +
Enter here if you are updating the pack size details for the stock on record. This will be recorded as a whole number.
 +
 +
'''Per Size'''<br />
 +
Enter here if you are updating the per size details for the stock on record.
 +
 +
'''Cat page'''<br />
 +
Enter here if you are updating the cat page for the stock on record.
 +
 +
'''Cat Item'''<br />
 +
Enter here if you are updating the cat page for the stock on record.
 +
 +
'''Pricing Letter'''<br />
 +
Enter here if you are updating the pricing letter for the stock on file.
 +
 +
Once details have been correctly modified press the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.
 +
 +
=== BOMs ===
 +
Under the [[File:Boms.PNG  ‎‎|alt=BOMs Button|link=|Boms]] heading a list of stock details that can be modified will appear.<br />
 +
 +
'''Bill of Materials'''<br />
 +
''Raw Materials: When entering a raw material record, the "quantity" field is the percentage of the total raw materials which applies to that material. i.e. For products with a single raw material, this will normally always be "100.00", for multiple materials, one could be "45.00" and one could be "55.00". This is usually reduced by the percentage of Masterbatch required.''
 +
 +
'''Quantity/Percent'''<r />
 +
Enter here the quantity or percentage of raw material required.
 +
 +
'''Type'''<br />
 +
Enter here the type of raw material required.
 +
 +
'''Measurement'''<br />
 +
Enter here the measurement required.
 +
 +
'''SKU'''<br />
 +
Enter here the appropriate SKU.
 +
 +
'''Description'''<br />
 +
Enter here the appropriate description.
 +
 +
'''Action'''<br />
 +
Enter here the appropriate action.
 +
 +
Once completed press the [[File:Add-bom.PNG ‎‎|alt= Add BOM Button|link=|Add BOM]] button.
 +
 +
Once details have been correctly modified press the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.
 +
 +
=== Manufacturing ===
 +
Under the [[File:Manufacturing.PNG  ‎‎|alt=Manufacturing Button|link=|Manufacturing]] heading a list of stock details that can be modified will appear.<br />
 +
 +
'''Manufacturing Details'''<br />
 +
 +
'''Box Quantity'''<br />
 +
Enter here if you are updating the box quantify details for the stock on record.
 +
 +
'''Bag Quantity'''<br />
 +
Enter here if you are updating the bag quantity details for the stock on record.
 +
 +
'''Cycle Time'''<br />
 +
Enter here if you are updating the cycle time. This will be record in seconds, as a whole number.
 +
 +
'''Scrap Percentage'''<br />
 +
Enter here if you are updating the scrap percentage for the stock on record. This will be recorded in n.nn, to two decimal places.
 +
 +
'''Sprue Weight Per Cavity'''<br />
 +
Enter here if you are updating the sprue weight per cavity for the stock on record. This will be recorded in grams, to four decimal places.
 +
 +
'''Core/Cavity/Base'''<br />
 +
Enter here the appropriate details. 
 +
 +
'''Impressions/Cavities'''<br />
 +
Enter here if you are updating the impressions or cavities details for the stock on record. This will be recorded as a whole number.
 +
 +
'''Runner'''<br />
 +
Enter here if you are updating the runner value for the stock on record.
 +
 +
'''Lead Time'''<br />
 +
Enter here if you are updating the lead time for the stock on record.
 +
 +
'''Tool'''<br />
 +
Select the appropriate tool from the drop-down menu.
 +
 +
'''Colour'''<br />
 +
Enter here if you are updating the colour for the stock on record.
 +
 +
'''Golden/Master Sample Location'''<br />
 +
Enter here if you are updating the golden or master sample location.
 +
 +
'''Job Type'''<br />
 +
Select the appropriate job type from the drop-down menu.
 +
 +
'''Second Op Details'''<br />
 +
Enter here if you are updating the second op details for the stock on record.
 +
 +
'''Change Insert/s Required'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].<br />
 +
 +
'''This Stock Record is assigned to the following machines'''<br />
 +
''Please Note: Only one Machine can be set as the "Preferred" Machine and will appear on Job/Order Documents.''<br />
 +
This will give details regarding the machine that the stock record is assigned to.<br />
 +
To add a machine type the machine details into the search bar and press [[File:Add-machine.PNG ‎|alt=Add machine Button|link=|Add machine]] the button.
 +
 +
Once details have been correctly modified press the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.
 +
 +
=== Bins ===
 +
Under the [[File:Bins.PNG  ‎‎|alt=Bins Button|link=|Bins]] heading a list of stock details that can be modified will appear.<br />
 +
 +
'''Bin Locations'''<br />
 +
'''Default Stock Location'''<br />
 +
Select the appropriate option from the drop-down menu.<br />
 +
''Please Note: Bin Locations set to Bulk will be ignored during the order release.''
 +
 +
'''Reference''<br />
 +
Type here to update the reference details for the stock on record.
 +
 +
'''Description'''<br />
 +
Type here to update the description of the stock on record.
 +
 +
'''Stock Level'''<br />
 +
This will provide the stock level of the stock on record.
 +
 +
'''Active'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
 +
 +
'''Bulk'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
  
 +
'''Location'''<br />
 +
Select the appropriate option from the drop-down menu.
  
 +
'''Action'''<br />
 +
For ''Delete'' select ''Red'' [[File:Delete-box.PNG|alt=Delete Button|link=|Delete]] <u>or</u> for ''Print'' select ''Green''[[File:Print-box.PNG|alt=Print Button|link=|Print]].
  
 +
Once details have been correctly modified press the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.
  
 +
=== Attributes ===
 +
Under the [[File:Attributes.PNG|alt=attributes Button|link=|Attributes]] heading a list of stock details that can be modified will appear.<br />
  
 +
'''Stock Attributes'''<br />
 +
This will show the stock attributes for the stock on record.
  
 +
'''Assign New Stock Attribute''<br />
 +
This is where to assign new stock attributes.
  
 +
'''Attribute Value'''<br />
 +
Enter here the appropriate attribute value for the stock on record.
  
 +
'''Is This Attribute Value Active?'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
  
 +
Once completed press the [[File:Assign-stock-attribute.PNG‎|alt=Assign Stock Attribute Button|link=|Assign Stock Attribute]] button to assign stock attribute.
 +
‎‎
 +
Once details have been correctly modified press the [[File:Update-attribute.PNG|alt=Update attribute Button|link=|Update]] button to save changes.
  
 +
=== Admin ===
 +
Under the [[File:Admin.PNG|alt=Admin Button|link=|Admin]] heading a list of stock details that can be modified will appear.<br />
  
 +
'''Admin Details'''<br />
 +
'''Send Purchasing Notification on Oder Entry'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
  
 +
'''Special Order Item'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
  
 +
'''Restricted to Administrators only'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
  
 +
'''Restricted to Managers and above only'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
  
 +
'''Attach SKU to Delivery Notes'''<br />
 +
Type here to update the attach SKU to delivery notes details for the stock on record.
  
−
'''Delete'''<br />
+
'''Attach Quantity of SKU to Delivery Notes'''<br />
−
TBC
+
Enter here the value of SKU to attach to delivery notes. This will be recorded to four decimal places.
  
−
'''Deliveries'''<br />
+
'''Label Printer'''<br />
−
TBC
+
''See Support''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
 +
 
 +
Once details have been correctly modified press the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.
 +
 
 +
=== Batch Details ===
 +
Under the [[File:Batch-deatils.PNG|alt=Batch details Button|link=|Batch details]] heading a list of stock details that can be modified will appear.<br />
 +
''Search for the batch details using the search bar.''<br />
 +
 
 +
'''Batch ID'''<br />
 +
Enter here if you are updating the batch ID for the stock on record.
 +
 
 +
'''Bin'''<br />
 +
Enter here if you are updating the bin for the stock on record.
 +
 
 +
'''Location'''<br />
 +
Enter here if you are updating the location for the stock on record.
 +
 
 +
'''Qty''<br />
 +
Enter here if you are updating the quantity for the stock on record.
 +
 
 +
'''Stage'''<br />
 +
Enter here if you are updating the stage for the stock on record.
 +
 
 +
'''Created'''<br />
 +
Enter here if you are updating the created details for the stock on record.
 +
 
 +
Once details have been correctly modified press the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.
 +
 
 +
=== Supplier Pricing ===
 +
Under the [[File:Supplier-pricing.PNG|alt=Supplier pricing Button|link=|Supplier pricing]] heading an option to create supplier price record will appear.<br />
 +
 
 +
'''Create Supplier Price Record'''<br />
 +
To create a supplier price record press the [[File:Create-supplier.PNG|alt=Create Supplier Button|link=|Create Supplier]] button.<br />
 +
''Remember to save any changes to the stock record <u>first</u>.''
 +
 
 +
==== Main Details ====
 +
Under the [[File:Main-details.PNG|alt=main details Button|link=|main details]] heading a list of supplier stock details that can be modified will appear.<br />
 +
 
 +
'''Supplier'''<br />
 +
Select the appropriate supplier form the drop-down menu.
 +
 
 +
'''Active'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
 +
 
 +
'''Supplier Reference/SKU'''<br />
 +
Enter here the appropriate supplier reference or SKU.
 +
 
 +
'''Our Reference/SKU'''<br />
 +
Enter here the appropriate reference or SKU. ''The stock record <u>must</u> already exist.
 +
 
 +
'''Product name'''<br />
 +
Enter here the appropriate product name.
 +
 
 +
'''Imported from Data Feed'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
 +
 
 +
==== Stock ====
 +
Under the [[File:Stock-icon.PNG|alt=Stock Button|link=|Stock]] heading a list of supplier stock details that can be modified will appear.<br />
 +
 
 +
'''Stock In The Channel ID'''<br />
 +
Enter here the appropriate Stock In The Channel ID.
 +
 
 +
'''Available Stock'''<br />
 +
Enter here the number of stock available.
 +
 
 +
'''Minimum Quantity'''<br />
 +
Enter here the minimum quantity.
 +
 
 +
'''Supplier location'''<br />
 +
Enter here the supplier location.
 +
 
 +
'''Pack Size'''<br />
 +
Enter here the pack size.
 +
 
 +
'''Stock Level Last Updated'''<br />
 +
Enter here the date that the stock level was last updated.
 +
 
 +
'''Manufacturers SKU'''<br />
 +
Enter here the appropriate manufactures SKU.
 +
 
 +
'''Due Date'''<br />
 +
Enter here an appropriate due date, in the format YYYY-MM-DD HH:MM:SS.
 +
 
 +
'''Product Lead Time'''<br />
 +
Enter here the product lead time. Enter this value in days.
 +
 
 +
'''Stock Level Needs Updating'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
 +
 
 +
'''Stock Condition'''<br />
 +
Enter here the appropriate condition of the stock. ''Eg. New.''
 +
 
 +
==== Pricing ====
 +
Under the [[File:Pricing-icon.PNG|alt=Pricing Button|link=|pricing]] heading a list of pricing details that can be modified will appear.<br />
 +
 
 +
'''VAT Rate'''<br />
 +
Select the appropriate VAT rate from the drop-down menu.
 +
 
 +
'''Cost Price'''<br />
 +
Enter here the appropriate cost price.
 +
 
 +
'''Price Last Updated'''<br />
 +
This will display the date at which the price was last updated for the stock on record.
 +
 
 +
'''Price Needs Updating'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
 +
 
 +
==== Supplier Specific Details ====
 +
Under the [[File:Supplier-specific.PNG|alt=Supplier specific Button|link=|supplier specific]] heading a list of supplier specific details that can be modified will appear.<br />
 +
 
 +
'''Spicers Catalogue'''<br />
 +
Enter here the appropriate Spicers catalogue details.
 +
 
 +
'''Spicers Range'''<br />
 +
Enter here the appropriate Spciers range details.
 +
 
 +
'''Spicers Group'''<br />
 +
Enter here the appropriate Spicers group details.
 +
 
 +
'''Boss Code'''<br />
 +
Enter here the appropriate Boss code details.
 +
 
 +
==== Data Matching ====
 +
Under the [[File:Data-matching.PNG |alt=Data matching|link=|Data matching]] heading a list of Data Feed Matching Details that can be modified will appear.<br />
 +
 
 +
'''OpenRange ID'''<br />
 +
Enter here the correct OpenRange ID details.
 +
 
 +
'''OpenRange Matched'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
 +
 
 +
'''Last Action'''<br />
 +
Enter here the appropriate last action details for the stock on record.
 +
 
 +
Once details have been correctly modified press the [[File:Finish.PNG|alt=Finsih Button|link=|Finish]] button to save changes.
 +
 
 +
=== Images ===
 +
Under the [[File:Batch-deatils.PNG|alt=Batch details Button|link=|Batch details]] heading an option to add images to a stock record will appear.<br />
 +
 
 +
'''Select Main Image'''<br />
 +
''To add images to this Stock Record, please use the File Sharing section below and upload them in to the "images" folder. To remove any images, simply right click and delete the file.''<br />
 +
 
 +
Once details have been correctly input press the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.
 +
 
 +
=== Barcodes ===
 +
Under the [[File:Barcodes.PNG|alt=Barcodes Button|link=|Barcodes]] heading an option to add barcodes to a stock record will appear.<br />
 +
 
 +
'''Barcode/EAN'''<br />
 +
Enter here a new barcode or EAN to add the to stock record.<br />
 +
Once the barcode has been entered press the [[File:Add-stock.PNG|alt=Add stock Button|link=|Add stock]] button to add the barcode to the stock record.
 +
 
 +
Once details have been correctly input press the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.
 +
 
 +
=== Special Pricing ===
 +
Under the [[File:Barcodes.PNG|alt=Barcodes Button|link=|Barcodes]] heading an option to add special offers to a stock record will appear.<br />
 +
 
 +
'''Category'''<br />
 +
Select the appropriate category from the drop-down menu.
 +
 
 +
'''Date From'''<br />
 +
Enter the date you would like the special offer to begin in the format of YYYY-MM-DD HH:MM:SS.
 +
 
 +
'''Date to'''<br />
 +
Enter the date you would like the special offer to end in the format of YYYY-MM-DD HH:MM:SS.
 +
 
 +
'''Price'''<br />
 +
Enter here the price you would like the special offer to be. Enter this price to two decimal places.
 +
 
 +
'''Actions'''<br />
 +
Press the [[File:Add-offer.PNG|alt=Add offer Button|link=|Add offer]] button to add the offer you have just created.
 +
 
 +
Once details have been correctly input press the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.
 +
 
 +
=== Qty Pricing ===
 +
Under the [[File:Qty-pricing.PNG|alt=Qty pricing Button|link=|Qty pricing]] heading an option to view the quantity break price or add a new quantity break price, for that stock record.<br />
 +
''If there is an existing quantity break price associated with your specified stock record it will show here.''
 +
 
 +
'''Add a New Quantity Break Price'''<br />
 +
'''Customer Categories'''<br />
 +
Select the appropriate category from the drop-down menu
 +
 
 +
'''Quantity From'''<br />
 +
Enter here the quantity from value.
 +
 +
'''Price'''<br />
 +
Enter here the appropriate price, to four decimal places.
 +
 
 +
'''Uplift Percentage'''<br />
 +
Enter here the appropriate uplift percentage, to four decimal places.
 +
 
 +
'''Use Percentage from Stock Group'''<br />
 +
''Tick'' for ''Yes'' <u>or</u> ''Leave blank'' for ''No''.
 +
 
 +
'''Uplift Amount'''<br />
 +
Enter here the appropriate uplift amount, to four decimal places.
 +
 
 +
Once details have been input, press the [[File:Add.PNG|alt=Add Button|link=|Add]] button to add the quantity break price to the stock record.
 +
 
 +
Once details have been correctly input press the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.
 +
 
 +
=== Category Pricing === 
 +
Under the [[File:Category-pricing.PNG ‎|alt=Category pricing Button|link=|Category pricing]] heading an option to update the category pricing will appear.
 +
 
 +
'''Customer Category'''<br />
 +
Enter here the updated customer category.
 +
 
 +
'''Price'''<br />
 +
Enter here the updated price, to four decimal places.
 +
 
 +
'''Override Automatic Calculation'''<br />
 +
Enter here the updated override automatic calculation.
 +
 
 +
Once details have been correctly input press the [[File:Update-category-price.PNG|alt=Update category price Button|link=|Update category price]] button to save changes.
 +
 
 +
=== Reviews ===
 +
Under the [[File:Reviews.PNG|alt=Reviews Button|link=|Reviews]] heading an option to view and update the stock reviews will appear.
 +
''If there is an existing review associated with your specified stock record it will show here.''
 +
 
 +
'''Update Review'''<br />
 +
To update the review, select either the ''Customer'', ''Review Stars'', ''Review Text'' or ''Action'' and enter the updated details.<br />
 +
 
 +
Once details have been correctly input press the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.
 +
 
 +
=== Assets ===
 +
Under the [[File:Asset.PNG|alt=Asset Button|link=|Asset]] heading an option to update assets will appear.
 +
 
 +
'''Is This An Asset'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
 +
 
 +
'''Asset Serial Number'''<br />
 +
Enter here the updated asset serial number, for the stock on record.
 +
 
 +
'''Asset Year of Manufacture'''<br />
 +
Enter here the updates asset year of manufacture.
 +
 
 +
Once details have been correctly input press the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.
 +
 
 +
=== Parts ===
 +
Under the [[File:Asset.PNG|alt=Asset Button|link=|Asset]] heading an option to update the parts details will appear.<br />
 +
''If there is a part associated with the selected stock record, it will show here.'' 
 +
 
 +
'''Part Finder Details'''<br />
 +
'''Alternative/Linked Stock Item'''<br />
 +
Enter here the updated alternative or linked stock item.
 +
 
 +
'''Part Finder Matches'''<br />
 +
'''Assign to Model'''<br />
 +
Enter here the updated assign to model details.
 +
 
 +
Once details have been correctly input press the [[File:Update-record.png|alt=Update record Button|link=|Update]] button to save changes.
 +
 
 +
== Delete ==
 +
Selecting the ''Delete'' action will allow you to delete the stock record.<br />
 +
''This function is <u>irreversible</u> and must be used with <u>extreme caution</u>.''<br />
 +
 
 +
'''Record'''<br />
 +
This will display the type of stock record.
 +
 
 +
'''Records Present'''<br />
 +
This will display the number of records present for each type of stock record.
 +
 
 +
'''Status'''<br />
 +
This will display the deletion status of the stock record.<br />
 +
''Note that some stock records are unable to be deleted. In this case, stock files are able to be archived.''
 +
 
 +
== Deliveries ==
 +
Selecting the ''Deliveries'' action will allow you to view deliveries associated with the stock record you have selected.<br />
 +
''If there is a delivery associated with the selected stock record, it will show here.''
 +
 
 +
'''Filter Options'''<br />
 +
''No filter option needs to be selected, however this will show all of the deliveries associated with the stock record.''
 +
 
 +
'''Generated From''<br />
 +
Enter here the generated delivery start date, in the format YYYY-MM-DD.
 +
 
 +
'''Generated To'''<br />
 +
Enter here the generated delivery end date, in the format YYYY-MM-DD.
 +
 
 +
'''Order No'''<br />
 +
Enter here the order number you would like to filter by.
 +
 
 +
'''Stock Reference'''<br />
 +
Enter here the stock reference number you would like to filter by.
 +
 
 +
'''Customer'''<br />
 +
Enter here the customer details you would like to filter by.
 +
 
 +
'''Customer PO Reference'''<br />
 +
Enter here the Customer PO Reference you would like to filter by.
 +
 
 +
'''OR DN NOTE NO'''<br />
 +
Enter here the OR DN Note Number you would like to filter by. ''If this filter is used, it will ignore any other selected filters''.
 +
 
 +
Press the [[File:Filter-button.PNG|alt=Filter button|link=|Filter]] button to filter the deliveries associated with the stock file.<br />
 +
''All relevant deliveries will now appear''.<br />
 +
Deliveries can be sorted by ''Delivery ID'', ''Order number'', ''Name'', ''Postal Code'' or ''(date) Created''.<br />
 +
For the selected deliveries a number of changes can be made, by selecting the option from the drop-down menu. ''Eg. Produce a combined PDF.''<br />
 +
Once changes have been selected, press the [[File:Submit-changes-red.PNG|alt=Submit changes|link=|submit changes]] button to submit the changes.
 +
 
 +
== SPL History ==
 +
Selecting the ''SPL History'' action will allow you to view supplier price history for the stock record you have selected.<br />
 +
''If there is a supplier price list history associated with the selected stock record, it will show here.''<br />
 +
Supplier Price List History can be sorted by ''Date/Time'', ''Supplier'', ''Stock Available'' or ''Cost Price''.<br />
 +
 
 +
== Transactions ==
 +
Selecting the ''Transactions'' action will allow you to view stock transaction history.<br />
 +
''If there is stock transaction history associated with the selected stock file, it will show here.''<br />
 +
Stock Transaction History can be sorted by ''Date/Time'', ''Cost/Sale Value'', ''Quantity'', ''Operator'', ''Source'', ''Document'', ''Reference'', ''Details'', ''Location'', ''Bin'', ''Batch Reference'' or ''Operator reason''.
 +
 
 +
== Warehouse Lookup ==
 +
Selecting the ''Warehouse Lookup'' action will allow you to look up stock records for an exact match or partial SKU.<br />
 +
 
 +
'''Produce and exact Match (SKU)'''<br />
 +
For ''Yes'' select ''Green'' [[File:Green-yes.PNG ‎|alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
  
−
'''SPL History'''<br />
+
'''Enter SKU or Scan Barcode'''<br />
−
TBC
+
Enter the SKU or scan a barcode of the stock record you would like to search for.<br />
 +
Note that if the ''Produce an exact Match'' is set to ''Yes'' or ''Green'', only results for an exact match SKU or barcode will appear.<br />
 +
Press the [[File:Lookup.PNG|alt=Loookup Button|link=|Lookup]] button to look up the stock record you have specified.
  
−
'''Transactions'''<br />
+
'''Maintain Stock Record'''<br/>
−
TBC
 
  
−
'''Warehouse Lookup'''<br />
 
 
TBC
 
TBC

Revision as of 15:59, 18 May 2021

This section will cover viewing and editing List Stock.

Searching for stock

This is where you can search for stock using different filters. Filters do not need to be applied to find stock lists.

Assets Inclusion
Select Stock Only, Assets only, or All.

SKU (or part thereof)
Type part of a SKU or tick the Exact match Button button for only an exact match SKU.

Supplier SKU (or part thereof)
Type part of a supplier SKU or tick the Exact match Button button for only an exact match supplier SKU.

Group
Select Stock, Tools, Unassigned or All.

Show Items That Are
Select In Stock Only, On Order Only, Back Order Only, Allocated Only, On Selling Hold or All.

Name (or part thereof)
Type the name or part of the name of a stock list.

Filter by Customer
Type the name of the customer.

Include Inactive Stock
Tick for yes or leave blank for no.

Stock Type
Select the type of stock you would like to filter by or select All for all stock types. Selecting None Set will automatically change to All.
Press the Search filter Button button to search with applied filters, then relevant stock list records will appear.

Search by SKU / Name

Use this search bar to search by exact SKU or stock name. Only stock lists with an exact match will appear if using this search bar.

Actions

Once relevant stock lists have appeared pressing the Actions Button button will give you multiple options.

Edit

Selecting the Edit action will allow you to modify the stock record.

Main

Under the Main Button heading a list of information for that stock record will appear.

Stock type
To change the type of stock select an option from the drop-down menu.

SKU
Enter here if you are updating SKU for the stock record.

Alternative SKU
Enter here if you are updating the alternative SKU for the stock record.

Amazon ASIN
Enter here if you are updating the Amazon ASIN for the stock record.

Name
Update the name of the stock record here.

Weight (g) (per single impression)
This is where to update the weight on the stock record. This will be recorded in grams, to two decimal places. Leave blank if weight is in a different unit. Eg. pallet/ box/ unit.

Height (mm)
This is where to update the height on the stock record. This will be recorded in millimetres, to four decimal places.

Depth/Width (mm)
This is where to update the depth on width of the stock record. This will be recorded in millimetres, to four decimal places.

Length (mm)
This is where to update the length on the stock record. This will be recorded in millimetres, to four decimal places.

Is this product Dangerous or Hazardous?
For Yes select Green Green Button or for No select RedRed Button.

Override Delivery Method where this Stock Record is present to
Select option to update from the drop-down menu.

Measurement for Weight (if not g/kg)
Select the appropriate unit of measurement for the stock on record, from the drop-down menu.

Discontinued
For Yes select Green Green Button or for No select RedRed Button.

Product Group
Select the appropriate product group for the stock on record, from the drop-down menu.

Keep Active
For Yes select Green Green Button or for No select RedRed Button.

Active
For Yes select Green Green Button or for No select RedRed Button.

Selling Hold
For Yes select Green Green Button or for No select RedRed Button.

Reserved for Customer
If you are reserving stock, enter the name of the customer here.

Once details have been correctly modified press the Update record Button button to save changes.

Pricing

Under the Pricing Button heading a list of pricing information will appear.

VAT Rate
Select the appropriate VAT rate for the stock on record, from the drop-down menu.

RRP
Enter here if you are updating the RRP of the stock on record. This will be recorded to four decimal places.

Retail Selling Price
Enter here if you are updating the Retail Selling Price of the stock on record. This will be recorded to four decimal places.

Trade Selling Price
Enter here if you are updating the Trade Selling Price for the stock on record. This will be recorded to four decimal places.

Exclude from Purchasing
For Yes select Green Green Button or for No select RedRed Button.

Amazon Price
Enter here if you are updating the Amazon Price for the stock on record. This will be recorded to two decimal places.

Molding Cost
Enter here if you are updating the Molding Cost for the stock on record. This will be recorded to four decimal places.

Insert Cost
Enter here if you are updating the Insert Cost for the stock on record. This will be recorded to four decimal places.

Labour Content
Enter here if you are updating the Labour Content for the stock on record.

Current Cost
Enter here if you are updating the Current Cost of the stock on record. This will be recorded to four decimal places.

Safe Cost
Enter here if you are updating the Safe Cost of the stock on record. This will be recorded to four decimal places.

Retail Cost Markup %
Enter here if you are updating the Retail Cost Markup of the stock on record. This will be recorded in a percentage, to four decimal places.

Trade Cost Markup %
Enter here if you are updating the Trade Cost Markup of the stock on record. This will be recorded in a percentage, to four decimal places.

Allow Group Discounts
For Yes select Green Green Button or for No select RedRed Button.

Allow Customer Discounts
For Yes select Green Green Button or for No select RedRed Button.

Allow All Users to Amend Cost Price
For Yes select Green Green Button or for No select RedRed Button.

Once details have been correctly modified press the Update record Button button to save changes.

Stock

Under the Stock Button heading a list of stock level details will appear.

Stock Levels
This is a summary of stock level information for the stock on record.

Stock Purchasing Options
This is where you can modify the stock purchasing options for the stock on record.

Re-Order Below
Enter here if you are updating the re-order below value for the stock on record. This will be recorded as a whole number.

Re-Order Quantity
Enter here if you are updating the re-order quantity value for the stock on record. This will be recorded as a whole number.

Send Stock Item Direct
For Yes select Green Green Button or for No select RedRed Button.
This function may be turned on for larger items that will be dispatched from the supplier directly to the customer.

Send Direct if Orders contain more than this quantity
Enter here if you are updating the minimum quantity per order, that the stock on record should be sent directly to the customer.
This will be the minimum threshold for the stock on record, that will need to be met for each order, to be sent directly. Any quantities (per order) on or below this threshold will not be sent directly.

Stock Replenishment Options
This is where to update any stock replenishment options.

Replenish Below
Enter here if you are updating the minimum threshold value, for the stock on record, that needs to be met before replenishment happens.
Replenishment will not happen unless stock records fall below this value. Enter 0 to disable any automation.

Replenishment Quantity
Enter here if you are updating the replenishment quantity.
Enter 0 to disable any automation.

Once details have been correctly modified press the Update record Button button to save changes.

Details

Under the Details Button heading a list of stock details that can be modified will appear.

Stock Description (HTML allowed)
Enter here if you are updating the description of the stock on record.

Short Description
Enter here if you are updating the short description of the stock on record.

Specification
Enter here if you are updating the specification of the stock on record.

Stock Notes
Enter here if you are updating the stock notes of the stock on record.

Site Meta Title
Enter here if you are updating the site meta title of the stock on record.

Site Meta Description
Enter here if you are updating the site meta description of the stock on record.

Site Meta Keywords
Enter here if you are updating the site meta keywords of the stock on record.

Search Tags
Enter here if you are updating the search tags of the stock on record.

Once details have been correctly modified press the Update record Button button to save changes.

Web

Under the Web Button heading a list of stock details that can be modified will appear.
Select the appropriate website you would like to update details for.

General

Under the General Button heading a list of details that can be modified will appear.

Active on Website
For Yes select Green Green Button or for No select RedRed Button.

Featured on External Website
For Yes select Green Green Button or for No select RedRed Button.

Display Priority on Website
Enter here if you are updating the prioroty number of the website.
The higher the number, the higher the priority.

Pricing on Sites
Enter here if you are updating the site, price, active or action details for the stock on record.
These rules only apply to Third-Party Sites, if you are using the Spitfire e-Commerce Site then it will use the internal pricing set on the system.
 Press the Submit changes Button button to submit any changes.

Assign to Site
Select the appropriate site from the drop down menu.

Price for Site (Inc Vat)
Enter here if you are updating the price for site, for the stock on record.<br /. This price will be inclusive of VAT.

Press the Add product Button button to update the product price to site.

Once details have been correctly modified press the Update record Button button to save changes.

Amazon

Under the Amazon Button heading a list of details that can be modified will appear.

Publish to Amazon
Select the appropriate option from the drop-down menu.

Once details have been correctly modified press the Update record Button button to save changes.

eBay

Under the ebay Button heading a list of details that can be modified will appear.

Publish to eBay
Select the appropriate option from the drop-down menu.

eBay Set Price
Enter here if you are updating the price of the eBay set price.
Entering details here will override any options below.

eBay Uplift Price (£)
Enter here if you are updating the eBay Uplift Price. This will be recorded in £(GBP), to four decimal places.

eBay Uplift Percentage (%)
Enter here if you are updating the eBay Uplift Percentage. This will be recorded as a percentage, to four decimal places.

eBay Variation Group ID
Enter here if you are updating the eBay Variation Group ID.

eBay Variation Name 1
Enter here if you are updating the eBay variation name 1.

eBay Variation Value 1
Enter here if you are updating the eBay variation value 1.

eBay Variation Name 2
Enter here if you are updating the eBay variation name 2.

eBay Variation Value 2
Enter here if you are updating the eBay variation value 2.

eBay Variation Name 3
Enter here if you are updating the eBay variation name 3.

eBay Variation Value 3
Enter here if you are updating the eBay variation value 3.

eBay Variation Name 4
Enter here if you are updating the eBay variation name 4.

eBay Variation Value 4
Enter here if you are updating the eBay variation value 4.

eBay Variation Name 5
Enter here if you are updating the eBay variation name 5.

eBay Variation Value 5
Enter here if you are updating the eBay variation value 5.

Once details have been correctly modified press the Update record Button button to save changes.

Spitfire EC

Under the spitfire Button heading a list of details that can be modified will appear.

Promote Stock Record

Site
Select the appropriate site from the drop-down menu.

Promote Via
Select the appropriate area from the drop-down menu.

Active
Tick for Yes or Leave blank for No.

Press the Create promotion Button button once changes have been made, to create the promotion.

Assign to Site Categories

Site
Select the appropriate category from the drop-down menu.

Press the Assign product Button button once changes have been made, to create the promotion.

Once details have been correctly modified press the Update record Button button to save changes.

Data

Under the Data Button heading a list of stock details that can be modified will appear.

Data Feed Details
This gives information regarding the Data Feed Details:
Sourceable from Supplies
Requested Data from Supplier
Currently Updating from Price Feed
Either Yes Box or No Box will be selected.

Allow Back Orders even if Supplier not allowed
For Yes select Green Green Button or for No select RedRed Button.

OpenRange ID
Enter here if you are updating the OpenRange ID for the stock on record.

SITC ID
Enter here if you are updating the SITC ID for the stock on record.

Ignore SITC Data Matching
For Yes select Green Green Button or for No select RedRed Button.

Do Not Update Cost on Import
For Yes select Green Green Button or for No select RedRed Button.

Do Not Update Price on Import
For Yes select Green Green Button or for No select RedRed Button.

VOW Reference
Enter here if you are updating the VOW reference for the stock on record.

JH Reference
Enter here if you are updating the JH reference for the stock on record.

EC Commodity
Enter here if you are updating the EC commodity for the stock on record.

BOSS Code
Enter here if you are updating the BOSS code for the stock on record.

Manufacturers SKU
Enter here if you are updating the manufactures SKU for the stock on record.

Spicers/OT Wholesale Specific
Enter here if you are updating any Spicers or OT Wholesale Specific information.

Reference
Enter here if you are updating the reference for the stock on record.

Alt Reference
Enter here if you are updating the alternative reference for the stock on record.

No Return Details
Enter here if you are updating the no return details for the stock on record.

Product Group
Enter here if you are updating the product group for the stock on record.

Matrix
Enter here if you are updating the matrix details for the stock on record.

Special
Enter here if you are updating the special details for the stock on record.

Product Range
Enter here if you are updating the product range for the stock on record.

Pack Size
Enter here if you are updating the pack size details for the stock on record. This will be recorded as a whole number.

Per Size
Enter here if you are updating the per size details for the stock on record.

Cat page
Enter here if you are updating the cat page for the stock on record.

Cat Item
Enter here if you are updating the cat page for the stock on record.

Pricing Letter
Enter here if you are updating the pricing letter for the stock on file.

Once details have been correctly modified press the Update record Button button to save changes.

BOMs

Under the BOMs Button heading a list of stock details that can be modified will appear.

Bill of Materials
Raw Materials: When entering a raw material record, the "quantity" field is the percentage of the total raw materials which applies to that material. i.e. For products with a single raw material, this will normally always be "100.00", for multiple materials, one could be "45.00" and one could be "55.00". This is usually reduced by the percentage of Masterbatch required.

Quantity/Percent<r /> Enter here the quantity or percentage of raw material required.

Type
Enter here the type of raw material required.

Measurement
Enter here the measurement required.

SKU
Enter here the appropriate SKU.

Description
Enter here the appropriate description.

Action
Enter here the appropriate action.

Once completed press the Add BOM Button button.

Once details have been correctly modified press the Update record Button button to save changes.

Manufacturing

Under the Manufacturing Button heading a list of stock details that can be modified will appear.

Manufacturing Details

Box Quantity
Enter here if you are updating the box quantify details for the stock on record.

Bag Quantity
Enter here if you are updating the bag quantity details for the stock on record.

Cycle Time
Enter here if you are updating the cycle time. This will be record in seconds, as a whole number.

Scrap Percentage
Enter here if you are updating the scrap percentage for the stock on record. This will be recorded in n.nn, to two decimal places.

Sprue Weight Per Cavity
Enter here if you are updating the sprue weight per cavity for the stock on record. This will be recorded in grams, to four decimal places.

Core/Cavity/Base
Enter here the appropriate details.

Impressions/Cavities
Enter here if you are updating the impressions or cavities details for the stock on record. This will be recorded as a whole number.

Runner
Enter here if you are updating the runner value for the stock on record.

Lead Time
Enter here if you are updating the lead time for the stock on record.

Tool
Select the appropriate tool from the drop-down menu.

Colour
Enter here if you are updating the colour for the stock on record.

Golden/Master Sample Location
Enter here if you are updating the golden or master sample location.

Job Type
Select the appropriate job type from the drop-down menu.

Second Op Details
Enter here if you are updating the second op details for the stock on record.

Change Insert/s Required
For Yes select Green Green Button or for No select RedRed Button.

This Stock Record is assigned to the following machines
Please Note: Only one Machine can be set as the "Preferred" Machine and will appear on Job/Order Documents.
This will give details regarding the machine that the stock record is assigned to.
To add a machine type the machine details into the search bar and press Add machine Button the button.

Once details have been correctly modified press the Update record Button button to save changes.

Bins

Under the Bins Button heading a list of stock details that can be modified will appear.

Bin Locations
Default Stock Location
Select the appropriate option from the drop-down menu.
Please Note: Bin Locations set to Bulk will be ignored during the order release.

'Reference
Type here to update the reference details for the stock on record.

Description
Type here to update the description of the stock on record.

Stock Level
This will provide the stock level of the stock on record.

Active
For Yes select Green Green Button or for No select RedRed Button.

Bulk
For Yes select Green Green Button or for No select RedRed Button.

Location
Select the appropriate option from the drop-down menu.

Action
For Delete select Red Delete Button or for Print select GreenPrint Button.

Once details have been correctly modified press the Update record Button button to save changes.

Attributes

Under the attributes Button heading a list of stock details that can be modified will appear.

Stock Attributes
This will show the stock attributes for the stock on record.

'Assign New Stock Attribute
This is where to assign new stock attributes.

Attribute Value
Enter here the appropriate attribute value for the stock on record.

Is This Attribute Value Active?
For Yes select Green Green Button or for No select RedRed Button.

Once completed press the Assign Stock Attribute Button button to assign stock attribute. ‎‎ Once details have been correctly modified press the Update attribute Button button to save changes.

Admin

Under the Admin Button heading a list of stock details that can be modified will appear.

Admin Details
Send Purchasing Notification on Oder Entry
For Yes select Green Green Button or for No select RedRed Button.

Special Order Item
For Yes select Green Green Button or for No select RedRed Button.

Restricted to Administrators only
For Yes select Green Green Button or for No select RedRed Button.

Restricted to Managers and above only
For Yes select Green Green Button or for No select RedRed Button.

Attach SKU to Delivery Notes
Type here to update the attach SKU to delivery notes details for the stock on record.

Attach Quantity of SKU to Delivery Notes
Enter here the value of SKU to attach to delivery notes. This will be recorded to four decimal places.

Label Printer
See Support
For Yes select Green Green Button or for No select RedRed Button.

Once details have been correctly modified press the Update record Button button to save changes.

Batch Details

Under the Batch details Button heading a list of stock details that can be modified will appear.
Search for the batch details using the search bar.

Batch ID
Enter here if you are updating the batch ID for the stock on record.

Bin
Enter here if you are updating the bin for the stock on record.

Location
Enter here if you are updating the location for the stock on record.

'Qty
Enter here if you are updating the quantity for the stock on record.

Stage
Enter here if you are updating the stage for the stock on record.

Created
Enter here if you are updating the created details for the stock on record.

Once details have been correctly modified press the Update record Button button to save changes.

Supplier Pricing

Under the Supplier pricing Button heading an option to create supplier price record will appear.

Create Supplier Price Record
To create a supplier price record press the Create Supplier Button button.
Remember to save any changes to the stock record first.

Main Details

Under the main details Button heading a list of supplier stock details that can be modified will appear.

Supplier
Select the appropriate supplier form the drop-down menu.

Active
For Yes select Green Green Button or for No select RedRed Button.

Supplier Reference/SKU
Enter here the appropriate supplier reference or SKU.

Our Reference/SKU
Enter here the appropriate reference or SKU. The stock record must already exist.

Product name
Enter here the appropriate product name.

Imported from Data Feed
For Yes select Green Green Button or for No select RedRed Button.

Stock

Under the Stock Button heading a list of supplier stock details that can be modified will appear.

Stock In The Channel ID
Enter here the appropriate Stock In The Channel ID.

Available Stock
Enter here the number of stock available.

Minimum Quantity
Enter here the minimum quantity.

Supplier location
Enter here the supplier location.

Pack Size
Enter here the pack size.

Stock Level Last Updated
Enter here the date that the stock level was last updated.

Manufacturers SKU
Enter here the appropriate manufactures SKU.

Due Date
Enter here an appropriate due date, in the format YYYY-MM-DD HH:MM:SS.

Product Lead Time
Enter here the product lead time. Enter this value in days.

Stock Level Needs Updating
For Yes select Green Green Button or for No select RedRed Button.

Stock Condition
Enter here the appropriate condition of the stock. Eg. New.

Pricing

Under the Pricing Button heading a list of pricing details that can be modified will appear.

VAT Rate
Select the appropriate VAT rate from the drop-down menu.

Cost Price
Enter here the appropriate cost price.

Price Last Updated
This will display the date at which the price was last updated for the stock on record.

Price Needs Updating
For Yes select Green Green Button or for No select RedRed Button.

Supplier Specific Details

Under the Supplier specific Button heading a list of supplier specific details that can be modified will appear.

Spicers Catalogue
Enter here the appropriate Spicers catalogue details.

Spicers Range
Enter here the appropriate Spciers range details.

Spicers Group
Enter here the appropriate Spicers group details.

Boss Code
Enter here the appropriate Boss code details.

Data Matching

Under the Data matching heading a list of Data Feed Matching Details that can be modified will appear.

OpenRange ID
Enter here the correct OpenRange ID details.

OpenRange Matched
For Yes select Green Green Button or for No select RedRed Button.

Last Action
Enter here the appropriate last action details for the stock on record.

Once details have been correctly modified press the Finsih Button button to save changes.

Images

Under the Batch details Button heading an option to add images to a stock record will appear.

Select Main Image
To add images to this Stock Record, please use the File Sharing section below and upload them in to the "images" folder. To remove any images, simply right click and delete the file.

Once details have been correctly input press the Update record Button button to save changes.

Barcodes

Under the Barcodes Button heading an option to add barcodes to a stock record will appear.

Barcode/EAN
Enter here a new barcode or EAN to add the to stock record.
Once the barcode has been entered press the Add stock Button button to add the barcode to the stock record.

Once details have been correctly input press the Update record Button button to save changes.

Special Pricing

Under the Barcodes Button heading an option to add special offers to a stock record will appear.

Category
Select the appropriate category from the drop-down menu.

Date From
Enter the date you would like the special offer to begin in the format of YYYY-MM-DD HH:MM:SS.

Date to
Enter the date you would like the special offer to end in the format of YYYY-MM-DD HH:MM:SS.

Price
Enter here the price you would like the special offer to be. Enter this price to two decimal places.

Actions
Press the Add offer Button button to add the offer you have just created.

Once details have been correctly input press the Update record Button button to save changes.

Qty Pricing

Under the Qty pricing Button heading an option to view the quantity break price or add a new quantity break price, for that stock record.
If there is an existing quantity break price associated with your specified stock record it will show here.

Add a New Quantity Break Price
Customer Categories
Select the appropriate category from the drop-down menu

Quantity From
Enter here the quantity from value.

Price
Enter here the appropriate price, to four decimal places.

Uplift Percentage
Enter here the appropriate uplift percentage, to four decimal places.

Use Percentage from Stock Group
Tick for Yes or Leave blank for No.

Uplift Amount
Enter here the appropriate uplift amount, to four decimal places.

Once details have been input, press the Add Button button to add the quantity break price to the stock record.

Once details have been correctly input press the Update record Button button to save changes.

Category Pricing

Under the Category pricing Button heading an option to update the category pricing will appear.

Customer Category
Enter here the updated customer category.

Price
Enter here the updated price, to four decimal places.

Override Automatic Calculation
Enter here the updated override automatic calculation.

Once details have been correctly input press the Update category price Button button to save changes.

Reviews

Under the Reviews Button heading an option to view and update the stock reviews will appear. If there is an existing review associated with your specified stock record it will show here.

Update Review
To update the review, select either the Customer, Review Stars, Review Text or Action and enter the updated details.

Once details have been correctly input press the Update record Button button to save changes.

Assets

Under the Asset Button heading an option to update assets will appear.

Is This An Asset
For Yes select Green Green Button or for No select RedRed Button.

Asset Serial Number
Enter here the updated asset serial number, for the stock on record.

Asset Year of Manufacture
Enter here the updates asset year of manufacture.

Once details have been correctly input press the Update record Button button to save changes.

Parts

Under the Asset Button heading an option to update the parts details will appear.
If there is a part associated with the selected stock record, it will show here.

Part Finder Details
Alternative/Linked Stock Item
Enter here the updated alternative or linked stock item.

Part Finder Matches
Assign to Model
Enter here the updated assign to model details.

Once details have been correctly input press the Update record Button button to save changes.

Delete

Selecting the Delete action will allow you to delete the stock record.
This function is irreversible and must be used with extreme caution.

Record
This will display the type of stock record.

Records Present
This will display the number of records present for each type of stock record.

Status
This will display the deletion status of the stock record.
Note that some stock records are unable to be deleted. In this case, stock files are able to be archived.

Deliveries

Selecting the Deliveries action will allow you to view deliveries associated with the stock record you have selected.
If there is a delivery associated with the selected stock record, it will show here.

Filter Options
No filter option needs to be selected, however this will show all of the deliveries associated with the stock record.

'Generated From
Enter here the generated delivery start date, in the format YYYY-MM-DD.

Generated To
Enter here the generated delivery end date, in the format YYYY-MM-DD.

Order No
Enter here the order number you would like to filter by.

Stock Reference
Enter here the stock reference number you would like to filter by.

Customer
Enter here the customer details you would like to filter by.

Customer PO Reference
Enter here the Customer PO Reference you would like to filter by.

OR DN NOTE NO
Enter here the OR DN Note Number you would like to filter by. If this filter is used, it will ignore any other selected filters.

Press the Filter button button to filter the deliveries associated with the stock file.
All relevant deliveries will now appear.
Deliveries can be sorted by Delivery ID, Order number, Name, Postal Code or (date) Created.
For the selected deliveries a number of changes can be made, by selecting the option from the drop-down menu. Eg. Produce a combined PDF.
Once changes have been selected, press the Submit changes button to submit the changes.

SPL History

Selecting the SPL History action will allow you to view supplier price history for the stock record you have selected.
If there is a supplier price list history associated with the selected stock record, it will show here.
Supplier Price List History can be sorted by Date/Time, Supplier, Stock Available or Cost Price.

Transactions

Selecting the Transactions action will allow you to view stock transaction history.
If there is stock transaction history associated with the selected stock file, it will show here.
Stock Transaction History can be sorted by Date/Time, Cost/Sale Value, Quantity, Operator, Source, Document, Reference, Details, Location, Bin, Batch Reference or Operator reason.

Warehouse Lookup

Selecting the Warehouse Lookup action will allow you to look up stock records for an exact match or partial SKU.

Produce and exact Match (SKU)
For Yes select Green Green Button or for No select RedRed Button.

Enter SKU or Scan Barcode
Enter the SKU or scan a barcode of the stock record you would like to search for.
Note that if the Produce an exact Match is set to Yes or Green, only results for an exact match SKU or barcode will appear.
Press the Loookup Button button to look up the stock record you have specified.

Maintain Stock Record

TBC

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