Set Up Product Reporting Hierarchy (1206 onwards)

Created by Migration Bot, Modified on Fri, 23 Oct at 2:31 PM by Migration Bot

Originally written by John Hardwick, last updated Jan 30, 2026, on the Swan Retail knowledge base (FRS).

Used in partnership with Set Up Report Hierarchy, this program allows selected products (SKU) to be grouped together for reporting and quick access functionality within SwanFRS.

This report requires data to be available within Set Up Product Hierarchy (1206 onwards) to operate.

Linking SKUs to report hierarchies can also be done within the SwanFRS Product Creator spreadsheet, which will if imported after changes are made in this program overwrite those settings.

It is therefore recommended that, where used, report hierarchies are set either solely in this program or within the spreadsheet - i.e., not both.

Menu Location: System Admin > Sales > Set Up Product Reporting Hierarchy

On entry to the program, the operator must from one or more of the search options and click the FIND to view a list of SKUs.
- The Supplier lists offers a pick-list of active suppliers.
- The Range pick list presents all ranges unless a supplier has been chosen, in which case only ranges within that supplier are listed
- SKU allows a specific SKU (or part of) to be specified.
- The Exact Match check box restricts searching of the SKU to the specified search text.
- Model / Description allows a free format data entry from which SwanFRS searches for a match.

Once the FIND has been selected, the screen lists all matching SKUs in tabular format.

It is not possible to add or remove SKUs from the list, however it is possible to link the SKU to a place within the Report Hierarchy.

Field	Comments
A / N	Tick any SKU rows where changes to report hierarchies are required. Once completed, the MODIFY button should be clicked to instruct SwanFRS of these changes.
SKU	Not User accessible, this field displays the SKU Code
Supplier Code	Not operator accessible, this field displays the actual supplier's name.
Range Code	Not amendable, this field shows the range or collection name the item is linked to.
Description	This field shows the amalgamated description of the item.
Hierarchy level X (1 to 6)	Where defined, this column shows the hierarchy code. See Set Up Product Hierarchy (1206 onwards)

To modify the report hierarchy of the selected SKUs, click the MODIFY button, this presents the following screen.

The page will show a list of hierarchy levels (max 6) which is subject to control via Application Parameters, and allows the operator to define where the selected SKUs reside within its structure.

To leave a level unset (retain the status it was before the modification) leave the No Change option selected.
To clear a previously set hierarchy, choose the Not Set option, which appears at the foot of the pick list. This removes the specific hierarchy tier from the SKU, thus removing it from the group.

Changes are only applied once the ACCEPT button has been selected.

To abort the page without making changes, click the CANCEL button.

Files from the Confluence page