Field 

Comments 

OPTIONS MODE

By default, the program starts in Item Mode.  This mode allows the operator to maintain products (SKUs), if changes are to be made to options, clicking this button changes the program allowing item options and choices to be managed.

See Item Mode for features available when managing products.

See Options Mode for features available when maintaining options and choices.

Company

When operating with multi-companies and the operator has privilege to select alternate companies the Company Selection pick list will display allowing the operator to choose an alternative company to apply changes.

Location

When operating with multi-locations and the operator has privilege to select alternate locations the Location Selection pick list will display allowing the operator to choose an alternative location to apply changes.

Promotion

Defaulting the current prevailing promotion, this field allows the operator to choose a promotion from which prices will be displayed.

By default, only active promotions are listed.

Show Expired

Tick to show all completed promotions in the Promotion pick list.

CLOSE

Click to close the program and return to the main menu.

Import prices

See Import Prices for details.

Export prices

See Export Prices for details.

Import products

See Import Products for details.

Export products

See Export Products for details.

Maintain golden prices

See Golden Prices for details.

Maintain attributes

See Maintain Attributes for details.

Add New item

See Product Detail for details.

Add New Option

See Option Choice Detail for details.

Option Mode

See Options Mode for details.

Item Mode

See Item Mode for details.

Price Edit Mode

See Pricing Mode for details.

Close

Click to return to the main menu

Column

Comment

A

Item ID

SwanFRS’s internal item ID

B

SKU

The SKU number & Description

C

MRP

The manufacturer’s recommended selling price.

D

Cost

The item’s new cost price

E

Cost2

The item’s alternative cost price.

F

Sell

The item’s selling price.

G

Sell2

Selling price 2.

H

Sell3

Selling price 3.

I

Currency Cost

The supplier’s foreign currency cost.

J

Promo Cost

The promotional cost price.

K

Promo Sell

The promotional selling price.

L

Company ID

The company linked to the load.

M

Supplier Name

The supplier’s name.

N

Range

The range name.

O

Web Price

The price to be used when linked to a website.

Column

Comment

A

Option Detail ID

SwanFRS’s internal item ID

B

Option Description

The code and description

C

MRP

The manufacturer’s recommended selling price.

D

Cost

The option answer’s new cost price

E

Cost2

The option answer’s cost price.

F

Sell

The option answer’s selling price.

G

Sell2

Selling price 2.

H

Sell3

Selling price 3.

I

Currency Cost

The supplier’s foreign currency cost.

J

Promo Cost

The promotional cost price.

K

Promo Sell

The promotional selling price.

L

Company ID

The company linked to the load.

M

Supplier Name

The supplier’s name.

When creating new records this field must contain the supplier name as it appears in the supplier’s description.

N

Range

The range name.

O

Web Price

Excel

Column

Comments

Example

A

Item ID

SwanFRS’s internal Stock reference.

1000000065

B

SKU

The stock keeping unit of the item.

45-20-1

C

Model Number

The manufacturers reference number.

Xc1

D

Description 1

The description of the item (part 1)

Armchair

E

Description 2

The second part of the description.

F

Description 3

The third part of the description.

Dim- H: 100 W: 200 D: 300

G

Width

The width of the item.

200

H

Depth

The depth of the item.

300

J

Height

The height of the item.

100

I

Weight

The weight of the item.

5

K

Lead Time

The number of days lead time.

42

L

Barcode

The supplier’s barcode.

M

Image Filename

The image filename used as a thumbnail in SwanFRS.

If using subfolders, the / should be used to indicate the path structure.

Itaca.jpg

N

Image URL 1

The image name or filename used for web integration.

O

Image URL 2

The image name or filename used for web integration

P

Image URL 3

The image name or filename used for web integration

Q

Image URL 4

The image name or filename used for web integration

R

Image URL 5

The image name or filename used for web integration

S

Discontinued Date

The date the item will become/ became discontinued.

01/12/2020 00:00

T

Is Web Product

Is the item to be pushed to a website

•          1 = yes

•          0 = no

1

U

Pieces

How many pieces is the item shipped in.

1

V

Reorderable

Is the item reorderable.

•          1 = yes

•          0 = no

1

W

Part

Is the item a part.

•          1 = yes

•          0 = no

0

X

Minimum Qty

The minimum stock holding quantity.

Y

Maximum Qty

The maximum stock holding quantity.

Z

Reorder Qty

The suppliers order quantity.

AA

Packaged Cubic

The item’s cubic capacity (for containers).

0.01

AB

Seats

The item’s number of seats (primarily used for containers)/

1

AC

Web Shop Description

The web shop description.

AD

Web Shop SEO

Web SEO codes.

AE

Web Shop Start Date

The date the item is to be shown on the web.

AF

Web Shop End Date

The date the item is to be withdrawn from the web.

AG

Group

The product group linked to the stock item.

L001

AH

Supplier Description

The supplier’s description.

Ultrasuites

AI

Range Description

The range description.

Inspiration Classic

AJ

Supplier ID

45

AK

Range ID

The range’s internal reference number.

20

Field 

Comments 

Supplier

Golden prices can be set for a specific supplier or for all suppliers.

If there is a price list for a specific supplier this will be used in preference to the All suppliers list.

Click to change an existing price point.

Editing an existing price point offers the following options.

• Accept the change.

• Delete the price point.

• Abort the change.

• Price entry – change the price point specified.

Price

The golden price point.

NEW

Click to create a new price point.

CLOSE

Click to return to the Set Up Product Pricing program.

Field 

Comments 

Click to change an existing attribute group.

Editing an existing attribute group offers the following options.

• Accept the change.

• Delete the price point.

• Abort the change.

• Price entry – change the price point specified.

Attribute Name

The Attribute group description.

NEW

Click to create a new attribute.

CLOSE

Click to return to the Set Up Product Pricing program.

Field 

Comments 

Supplier

Choose a supplier from the list available. 

Range

The list is only populated once the Supplier has been selected, showing all ranges within the supplier.

Filter SKU / Mode /

Desc

This field allows the operator to specify a product filter.  This field is checked against the SKU code, Model Reference and / or Description.

Where used only products matching the search will be listed in the

Active

Choose whether the grid is to show

• Active and Discontinued

• Active only

• Discontinued items only

This field may be changed after the Find button has been selected.

Show

Choose whether the grid is to show

• All items

• Only Items in the selected promotion

• Only items not in the selected promotion

This field may be changed after the Find button has been selected.

Promotion Start End Dates

When configured the screen will show the selected promotion start and end dates.

Costs

Specify which cost is to be used when sending data to the chosen promotion. Choose from

• Cost (Cost 1)

• Alternative Cost (Cost 2)

Selling

Specify which selling price is to be used when sending data to the chosen promotion. Choose from

• Sell 1

• Sell 2

• Sell 3

Range In Use:

This field indicates if the range is already being edited.

Locked By:

This field shows the operator editing the range.

Locked At:

This field shows the time the data was locked.

PRICE EDIT MODE

Select to change the Item editor to a Pricing Mode.

QUICK UPDATE MODE

Click to open the Quick Edit function.

OPTIONS MODE or ITEM MODE

Click to change to mode

CLOSE

Click to close the program.

...

Click to open the Range Editor

+

Click to create a

FIND

Clicking find once a supplier AND a range has been chosen causes the system to redisplay with product details.

ADD NEW ITEM

This button is only accessible when a single range has been selected.

Clicking takes the operator directly to the Product Detail page whereby it is possible to create new SKU(s).

COPY PRICES TO SELECTED PROMOTION

Click to copy the prices displayed to the selected promotion using the Cost and selling selection as the ‘active’ prices.

ANCILLARY COST

Click to view Ancillary Costs

Field 

Comments 

Web Product

Select the new setting for the web product control.

Choose from

• Ignore (default) – Do not change this setting.

• Yes – This item is visible on the web.

• No – This item is not to be sent to the web.

Lead Time (Days)

Specify the number of days it takes to receive the goods into your premises from the point of issuing the purchase order to the supplier.

Reorderable

Select the new setting for the web product control.

Choose from

• Ignore (default) – Do not change this setting.

• Yes – This item is visible on the web.

• No – This item is not to be sent to the web.

Allocate On Dispatch

Select the new setting for the allocate on dispatch control.

Choose from

• Ignore (default) – Do not change this setting.

• Yes – This SKU can have specific stock IDs allocated during the dispatch .

• No – This item must be stocked prior to dispatch.

Part

Select the new setting for the part control.

Choose from

• Ignore (default) – Do not change this setting.

• Yes – This item is deemed to be a part.

• No – This item is not a part.

Back to Back PO

Select the new setting for the back to back purchase ordering control.

Choose from

• Ignore (default) – Do not change this setting.

• Yes – This item can be ordered off the back of a sales order.

• No – This item can only be ordered by suitably empowered operators.

Enter Serial Number

Select the new setting for the serial number control.

Choose from

• Ignore (default) – Do not change this setting.

• Yes – This item requires a serial number specifying before it can be delivered / / collected or taken.

• No – This item is does not need a serial number.

Discontinued Date

Specify the discontinue date to be applied to the selected SKUs.

If the date is left blank and the Ignore check box unticked SwanFRS will remove the discontinued date for a selected SKU

Field 

Comments 

A / N

This column acts as an indicator.  Where ticked the row will be affected if one of the QUICK ADD buttons is processed.

• Clicking the A places tick on every row.

• Clicking the N removes the tick from every row.

Click to amend the SKUs details.

Clicking opens the Product Detail page.

Click to clone the SKU.

Clicking opens the Product Detail page preloaded with the row’s SKUs details in insert mode thus allowing a new SKU to be created.

Clicking marks the SKU as Discontinued. 

The program uses the system date to discontinue.

The item will disappear from the grid if Show Active Only is selected.

The grid will not show this image if the SKU already has a discontinued date.  To remove a date, use the  option and delete the discontinue date.

SKU

The SKU (stock keeping unit) number of the product.

Range

The range name of the SKUs

Description

The description of the SKU – This field is an amalgam of the description 1, 2 and 3 fields.

:bubbles:

This image indicate the SKU has options (no image no options).  Hovering over the image produces a tool tip listing the tier 1 (top level) options associated with the product.

Group

The product group this SKU is linked to.

Discontinued

This field shows the discontinued date of the SKU where set.

MRP

The MRP (controlled via SHOW_MRP, MRP_DESCRIPTION application parameters) price of the SKU.

Currency Cost

The currency cost of the item.

Cost

The cost price of the item.

Alt. Cost

The alternative cost for the item (cost 2)

Anc. Cost

The sum of all ancillary costs attributed to the SKU.

Sell Price

Selling price 1 of the item.

Sell Price 2

Selling price 2.

Sell Price 3

Selling price 3.

Web Sell Price

The price charged for this item on a linked website.

Promo Cost

This field indicates the cost price of the selected promotion which may not be the cost price linked to the master product record.

If the selected promotion does not have a cost this field will be blank. 

If this column is blank there is no cost set for this SKU in the selected promotion.

Promo Sell

This field indicates the selling price of the selected promotion which may not be the selling price linked to the master product record.

If the selected promotion does not have a selling price this field will be blank. 

If this column is blank there is no cost set for this SKU in the selected promotion.

MG

This column displays the margin achieved if the item is sold at the selling price with the stated cost price.

Hovering over the header title produces a tool tip showing the formula used to calculate the margin.

Clicking displays a Cost Price History page for the line’s SKU.

Field 

Comments 

Options List

The option list shows all options linked to the supplier.

Highlight one, some or all items.

• Hold the Control key whilst clicking to select disparate items.

• To select a range, click on the first item, hold the Shift key, click on the last option in the list to be selected.

ADD OPTION(S) TO SELECTED

Clicking this button adds the selected option(s) to all the SKU items in the data grid marked with a tick.

Field 

Comments 

Attribute List

Select an attribute from the list available.

Details

Type into the text box the details to be associated with ticked items.

ADD ATTRIBUTE TO SELECTED

Clicking this button adds the selected attribute group and narrative to all the SKU items in the data grid marked with a tick.

ADD & CONTINUE

This button is only available when creating new products and instructs the program to save the information entered (create the SKU) but to leave the data on screen ready for the next item to be created by tweaking the data of the item just created.

ADD & CLOSE

This button is only available when creating new products and instructs the program to save the information entered (create the SKU) and return to the Product Data Grid.

ACCEPT

This button displays when amending an existing SKU.  Changes are saved with control returning to the Product Data Grid.

CLOSE

Click to close the screen without saving any changes made.

Field 

Comments 

Model number

This field holds the supplier’s code for the item.

It will used when purchasing from the supplier and in search lists.

Description 1

The first part of the products description.

All descriptions are concatenated when viewed within SwanFRS.

Description 2

The second part of the products description.

All descriptions are concatenated when viewed within SwanFRS.

Description 3

The third part of the products description.

All descriptions are concatenated when viewed within SwanFRS.

See Dimensions for more information about this field.

Product group 

Specify the product group this item is linked with.

Lead time days

Specify the time it takes for the supplier to make and ship the item to the retailer.  I.e., the time from issuing the purchase order to receiving the stock at the warehouse door.

This value should be entered in days (elapsed time not just weekdays).

Unpackaged Width

Specify a width dimension.

This forms part of the cubic calculation – all products should be defined with a consistent unit of measure – Metres or Centimetres for example.

Unpackaged Depth

Specify a depth dimension.

This forms part of the cubic calculation – all products should be defined with a consistent unit of measure – Metres or Centimetres for example.

Unpackaged Height

Specify a height dimension.

This forms part of the cubic calculation – all products should be defined with a consistent unit of measure – Metres or Centimetres for example.

Weight  

Specify the weight of the item.

Where set this value is used to calculate the axel weight of a delivery.

Packaged Cubic

This value indicates the space consumed if purchased in a container.

Some suppliers size their containers by cubic capacity.

Number Of Seats

This value indicates the number of seats of the unit, if purchased in a container.

Some suppliers size their containers by number of seats. 

This field may also be used when selling associated products for example if a 321 group is sold the system can recommend a 6-seat warranty.

Number of Pieces

Specify the number of boxes the item is shipped to the retailer in.

The number of pieces can be printed on the stock label (X of Y)

Barcode

If the item is shipped from the supplier with a supplier’s barcode specify the barcode here.

Note: SwanFRS generates its own barcode from the stock item number.

Commission Group

Specify the commission group this item is linked with.  This is used to calculate an incentive paid to the salesperson for selling this product.

Cost

Specify the base currency cost of this item.

MRP

Specify the manufacturers recommended selling price.

Selling

Specify the current selling price of this item.

Discontinued

If the item can no longer be purchased (or will soon become unavailable), specify the date the manufacturer will stop supplying this item.

Historic and future dates are allowed.

Image Filename

Where specified SwanFRS will show the item with  thumbnail within the Catalogue Search and show the full-scale image when clicked.

If this field contains on the filename (<filename>.jpg), the image must be a jpg format and reside within the IMAGE_FOLDER_PATH as set within Set Up Application Parameters alternatively set the full URL (internet path) and the image name.

Reorderable Product

Tick if the item is to be monitor via the Purchase Order Optimisation process.

Allocated on Despatch

Tick if the item is only to have stock allocated to it at time of despatch .

For example, underlay – this is only to be allocated to the order just before the carpet is to be fitted.

Part

Tick if this item is a part.

Parts can be blocked from the sales team (used in customer service)

Back to Back PO

Tick if this item can be ordered directly from the back of a sales order.

Untick if the operator must have permission to order this product.  This feature is generally used for items which require a specific order value or volume, such as container stock, prior to purchasing.

Enter Serial Number

This option is only available for Unique Classed products and where ticked indicates that the item requires a serial number to be recorded prior to delivery to customer.

Minimum Qty

Specify the minimum stocking level for this item.

Used in reports and reordering.

Maximum Qty  

Specify the maximum stocking level for this item.

Used in reports and reordering.

Reorder Qty

Specify the reorder quantity for this item.

Used in reports and reordering.

Pack Qty

Specify the number of units in a single pack.

I.e., the number of items in a box or a bag.

Pack Description

Choose the title for the pack quantity. 

Field 

Comments 

Option Order

Empty boxed indicate the option is not linked to the SKU

Boxed with value indicate the system will ask the operator the question when the product is sold.

The value in the box is the sequence in which options (questions) will be asked.

The option list will be resorted in the Option Order once the SAVE OPTIONS & REFRESH button is selected.

Option Question

This field holds the option description (narrative displayed on screen when defining the product)

The code in brackets indicate the type of option.

• 1st character - N – pick list / T – text entry

• 2nd character - O – no quantity, C – Choose from a list, Q – specify a quantity

• 3rd character - N – not price affecting, V – value uplift, P – percentage uplift

• Number – option reference number.

Option Answer

The list of option choices (answers) for the option.

HAS OPTIONS

This image indicates the option has further options (no image no options).  Hovering over the image produces a tool tip listing the tier 2 (and subsequent) options associated with the option.

Promo Cost

The promotional cost uplift if this choice is selected.

Promo Sell

The promotional selling price uplift if this choice is selected.

Blocked

Tick if this option choice is not available for this SKU.

Default

Tick if this option choice is the default offering for this SKU.

Web Blocked

Tick if this option choice is not to be sent to the web.

i.e., in store option only.

Option Answer Image

Specify an image name for the SKU-option-choice combination.

Field 

Comments 

Web Product

Tick if this item is to be visible on a linked website.

Long Description

Specify narrative to show on a website.  

This field allows a block of text to be specified about the item.

Web Shop Description

Specify a web description for the item.

Web Shop Keywords

Specify keywords used to search for the item on the website.

Web Shop SEO

Specify a series of search words used by web search engines.

Web Shop Start Date

Specify the date when this item will be visible on the web.

Web Shop End Date

Specify the date the item will cease to be visible on the web.

Show Prices on Web

Tick if the website is to show the items selling price.

Default Image

Specify an image filename (and suffix) or full URL path and filename if the item is to have an image on the web.

Default Image 2 to 5

There are in total five possible images per SKU.

Default Web Category 1 to 6.

SwanFRS allows up to 6 web categories or grouping per SKU

Specify a folder or group for this SKU

The SKU can be held in multiple categories.

Web Category level

This gird details where the SKU is used within the Web Category control.

Field 

Comments 

Attribute Name

Select an existing Attribute Group from the list available

New Attribute 

Type in a new attribute group

Attribute Value

Free format narrative

Field 

Comments 

Click to delete the attribute.

Deletions are immediate – no confirmation of delete is produced.

Attribute Value

Type in change the attribute narrative.

Field 

Comments 

Hierarchy level 1 to 6.

SwanFRS allows up to 6 ‘report’ hierarchies per SKU

Field

Comments

Supplier

Choose a supplier form the pick-list.

Option Question

Select a question from the pick list which is filtered by the selected supplier.

This list does not include text entry options.

Pick list 1

This first pick list (untitled – ‘Show Active Only’ in the example shown)

Choose from

• ·Show All (Default) – Show all SKUs matching the search filters.

• Show Active Only – Only show  SKUs. (Blank discontinue dates or future discontinue dates)

• Show Discontinued Only – Only show SKUs with historic discontinue dates.

This field may be changed after the FIND button has been selected.

Pick List 2

This second pick list (untitled – ‘Show All’ in the example shown)

Choose from

• Show All (Default) – Show all SKUs in the selection criteria.

• Show Items in Promotion – Only show SKUs that have prices linked to the selected promotion.

• Show Item Not In Promotion – Only show SKUs without prices linked to the selected promotion.

This field may be changed after the FIND button has been selected.

Costs

See Populating the Promotion for details.

Sellings

See Populating the Promotion for details.

COPY PRICES TO SELECTED PROMOTION

This button is used to send cost and selling prices from the Option Choices Data Grid to the selected promotion.

Once copied to the promotion the Option Choices Data Grid the Promo Cost and Promo Sell column are populated with the prices set against the specified promotion.

...

Once the Supplier has been selected the ... button becomes active alongside the Option Question pick list.

Clicking takes the operator directly to the Question Maintenance. screen allowing the operator to modify existing questions or create new ones.

+

Once the Supplier has been selected the + button becomes active alongside the Range pick list.

Clicking opens a new range text box where the name of a new range can be entered

See Question Maintenance for details of entry fields.

•  Option Question – Text field

•  Option Type – Mandatory pick list or Text box.

•  Quantity – No Qty, Pick list or manual entry

•  Price Affecting – No impact,  Value or Percentage uplift.

Once entered clicking ACCEPT adds the range to the suppliers list, auto selects the option and clears the Option Choices Data Grid for new option choices  to be created.

Field

Comment

Option ID

System generated option reference code.

Option number

System generated option reference.

Option Question

Define the legend or title presented to the operator when the defining the build of an item.

Option Type

Select one option from the following list

• Mandatory list – the system will present a list of option answers from which the operator must select at time of item build.

• Text box – this option allows the operator to enter free format text as an answer to the question. Free format text entry is required. The text entry is not verified. It is not possible to ask sub questions from the answer given.

Option Quantity Type

Select one option from the following list

• No quantity – this question does not have a quantity linked to it.

• Quantity 1-10 – the user will be presented with a selection list containing the integer in the range0 to 10 and will be required to select one answer from this list.

• Quantity entry – the operator may enter any value. The entry is not verified. Where a quantity is set the price linked to the chosen option answer (where applicable) will be multiplied by the quantity entered.

Option Price Type

Select one option from the following list

• No value – this question does not have a price implication on the master item.

• Price uplift – the master item will be uplifted by the value of the option answer (possibly multiplied by the quantity stipulated)

• Percentage uplift – the master item will be uplifted by the percentage value linked to the option answer

Prices may be positive for uplifts or negatives for reductions.  Where an option answer is not price affecting set the cost and / or selling price to zero.

Discontinued 

Tick the box if this option question has been superseded.

It is not possible to delete option questions, but it is possible to stop the system presenting them to the operator by setting them as ‘discontinued’.

Expand Child

Tick if the system is to show the child option questions at the same time as presenting the parent question.

For more information about this option speak to your implementation consultant.

Field 

Comments 

Attribute Name

Select an existing Attribute Group from the list available

New Attribute 

Type in a new attribute group

Attribute Value

Free format narrative

Field 

Comments 

Click to delete the attribute.

Deletions are immediate – no confirmation of delete is produced.

Attribute Value

Type in change the attribute narrative.

Field 

Comments 

A / N

This column acts as an indicator.  Where ticked the row will be affected if one of the QUICK ADDbuttons is processed.

• Clicking the A places tick on every row.

• Clicking the N removes the tick from every row.

Click to amend the option choice details.

Clicking opens the Option Choice Detail page.

:bubbles:

Click to clone the SKU.

Clicking opens the Option Choice Detail page preloaded with the row’s option choice details in insert mode thus allowing a new option choice to be created.

Clicking marks the option choice as Discontinued. 

The program uses the system date to discontinue.

The item will disappear from the grid if Show Active Only is selected.

The grid will not show the image if the option choice already has a discontinued date.  To remove a date, use the option and delete the discontinue date.

SKU

The SKU (stock keeping unit) number of the option choice (internal user only).

Description

The description of the option choice.

:bubbles:

This image indicates the option choice has further options (no image no options).  Hovering over the image produces a tool tip listing the next tier of options associated with this option choice.

Discontinued

This field shows the discontinued date of the option choice where set.

MRP

The MRP (controlled via SHOW_MRP, MRP_DESCRIPTION application parameters) price of the option choice.

Cost

The cost price of the item.

Alt. Cost

The alternative cost of the item.

Sell Price

Selling price 1 of the item.

Sell Price 2

Selling price 2.

Sell Price 3

Selling price 3.

Web Sell Price

The price charged when selected on a website.

Curr.Cost

If the item is sourced from a non-base currency supplier this field may be used to hold the foreign currency cost.

Promo Cost

This field indicates the cost price of the selected promotion which may not be the cost price linked to the master product record.

If the selected promotion does not have a cost this field will be blank. 

Promo Sell

This field indicates the selling price of the selected promotion which may not be the selling price linked to the master product record.

If the selected promotion does not have a selling price this field will be blank. 

MG

This column displays the margin achieved if the item is sold at the selling price with the sated cost price.

Hovering over the header title produces a tool tip showing the formula used to calculate the margin.

Field

Comments

Model Number

This is an addendum to the main items model number used by the retailer / supplier to identify the specific build composition of the product.

Description

This is effectively the choice to the question and will appear on printed literature.

Cost

Where the option question has been defined with a price affecting a value in this cell will be applied to the master item either as a price uplift or as a percentage uplift.

MRP

Notional price for this option answer, this field is not used by SwanFRS

Selling 

Where the option question has been defined as price affecting, any value entered in this field will be applied to the master items selling price either as a value uplift or as a percentage uplift on the items base price.

Discontinued

Set if this option answer is no longer available ensure the date is current or historic.  If the option answer is to become unavailable set the date when the manufacturer will cease accepting orders with this option permutation.

Lead Time Adjustment (Days)

If the option answer has an impact on the length of time it takes the manufacturer to make the product specify the number of days increase or decrease (-ve days) choosing this answer impacts on the standard item’s delivery time frame.

Lead times cannot go negative.

Default Image URL 

Optionally specify an image URL for this option choice.

Web Blocked

Tick if this option choice is not to be offered on a linked website

ADD & CONTINUE

This button is only visible when creating new option choices or cloning an existing choice.

Clicking creates the option choice leaving the details on screen thus allowing the operator to create more choices without having to reset every field.

ADD & CLOSE

This button is only visible when creating new option choices or cloning an existing choice.

Clicking creates the option choice and returns control back to the Option Choices Data Grid.

ACCEPT

This button is only visible when editing an existing choice.

Clicking creates the option choice and returns control back to the Option Choices Data Grid.

Field 

Comments 

Option Order

Empty boxed indicate the option is not linked to the option choice.

Boxed with value indicate the system will ask the operator the question when the product is sold.

The value in the box is the sequence in which options (questions) will be asked.

The option list will be resorted in the Option Order once the Save Options & Refresh button is selected.

Option Question

This field holds the option description (narrative displayed on screen when defining the product)

The code in brackets indicate the type of option.

• N – pick list / T – text entry

• O – no quantity, C – Choose from a list, Q – specify a quantity

• P – not price affecting, V – value uplift, P – percentage uplift

• Number – option reference number.

Option Answer

The list of option choices (answers) for the option.

:bubbles:

This image indicates the option has further options (no image no options).  Hovering over the image produces a tool tip listing the tier 2 (and subsequent) options associated with the option.

Promo Cost

The promotional cost uplift if this choice is selected.

Promo Sell

The promotional selling price uplift if this choice is selected.

Blocked

Tick if this option choice is not available for this option choice.

Default

Tick if this option choice is the default offering for this option choice.

Web Blocked

Tick if this option choice is not to be sent to the web.

i.e., in-store option only.

Option Answer Image

Specify an image name for the option choice -option-choice combination.

If the option choice has an image assigned to it, the image will display.   If no option answer SKU image is defined the option choice image will be used.

Field 

Comments 

Attribute Name

Select an existing Attribute Group from the list available

New Attribute 

Type in a new attribute group

Attribute Value

Free format narrative

Field 

Comments 

Click to delete the attribute.

Deletions are immediate – no confirmation of delete is produced.

Attribute Value

Type in change the attribute narrative.

Field 

Comments 

Options List

The option list shows all options linked to the supplier.

Highlight one, some or all items.

• Hold the Control key whilst clicking to select disparate items.

• To select a range, click on the first item, hold the Shift key, click on the last option in the list to be selected.

ADD OPTION(S) TO SELECTED

Clicking this button adds the selected option(s) to all the SKU items in the data grid marked with a tick.

Field 

Comments 

Attribute List

Select an attribute from the list available.

Details

Type into the text box the details to be associated with ticked items.

ADD ATTRIBUTE TO SELECTED

Clicking this button adds the selected attribute group and narrative to all the SKU items in the data grid marked with a tick.

Field 

Comments 

Details

Type into the text box to add new option answers.

In the example above three new answers would be added to the option item.

It is possible to paste text into this field. 

It possible to copy several cells (A1, A2, A3 for example) from Excel and paste these into this field.

ACCEPT ANSWERS

Clicking this button adds the selected attribute group and narrative to all the SKU items in the data grid marked with a tick.

Field 

Comments 

A / N

This column acts as an indicator. 

• Clicking the A places tick on every row.

• Clicking the N removes the tick from every row.

SKU

The SKU (stock keeping unit) number of the product.

Range

The range the SKU is linked to.

Description

The description of the SKU – This field is an amalgam of the description 1, 2 and 3 fields.

:bubbles:

This image indicate the SKU has options (no image no options).  Hovering over the image produces a tool tip listing the tier 1 (top level) options associated with the product.

Group

The product group this SKU is linked to.

Discontinued

This field shows the discontinued date of the SKU where set.

MRP

The MRP (controlled via SHOW_MRP, MRP_DESCRIPTION application parameters) price.

Curr.Cost

If the item is sourced from a non-base currency supplier this field may be used to hold the foreign currency cost.

Cost

The cost price of the item.

Alt. Cost

The alternative cost of the item.

Anc. Cost

The sum of ancillary costs of the item.

Sell Price

Selling price 1 of the item.

Sell Price 2

Selling price 2.

Sell Price 3

Selling price 3.

Web Sell Price

The price charged on a linked website.

Promo Cost

This field indicates the cost price of the selected promotion which may not be the cost price linked to the master product record.

If this field is blank there isn’t a current cost assigned to this promotion.

Promo Sell

This field indicates the selling price of the selected promotion which may not be the selling price linked to the master product record.

If this field is blank there isn’t a current cost assigned to this promotion

MG

This column displays the margin achieved if the item is sold at the selling price with the sated cost price.

Hovering over the header title produces a tool tip showing the formula used to calculate the margin.

Field 

Comments 

A / N

This column acts as an indicator.  Where ticked the row will be affected when the Error! Not a valid bookmark self-reference. is applied.

• Clicking the A places tick on every row.

• Clicking the N removes the tick from every row.

SKU

The SKU (stock keeping unit) number of the product.

Range

The range the SKU is linked to.

Description

The description of the SKU – This field is an amalgam of the description 1, 2 and 3 fields.

:bubbles:

This image indicate the SKU has options (no image no options).  Hovering over the image produces a tool tip listing the tier 1 (top level) options associated with the product.

Group

The product group this SKU is linked to.

Discontinued

This field shows the discontinued date of the SKU where set.

Curr.Cost

If the item is sourced from a non-base currency supplier this field may be used to hold the foreign currency cost.

Cost

The cost price of the item.

Alt. Cost

The alternative cost of the item.

Promo Cost

The cost price currently assigned to the chosen location.

Ancillary cost X

1 to 5

There are a maximum of 5 ancillary costs.  The title of each column is controlled via the ANCILLARY_DESCRIPTION_X set within Application Parameters.

Field

Comments

Mode

Specify how the system is to operate

Choose from

• Copy – Duplicate the selected source column in the destination column.

• ·Swap – Swap the destination and source column contents.

• Uplift – Apply a formula to the selected source column storing the results in the destination column.

• Margin – Apply the specified margin to the source column storing the results in the destination column.

• Clear Source – Remove all prices from the source column.

• Clear Destination – Remove all values from the destination column.

Source Column

Select the column the system is to base its calculation on.

• MRP

• Currency Cost

• Cost

• Alternative cost

• Selling price

• Selling price 2

• Selling price 3

• Web Sell

• Cost + Ancillary cost

• Promo Cost

• Promo Sell

• Ancillary Cost (1 to 5) – replaced with the title as set in application parameters.

Destination Column

Select the column the system is to use to store the results of the action.

• MRP

• Currency Cost

• Cost

• Alternative cost

• Selling price

• Selling price 2

• Selling price 3

• Web sell

• Ancillary Cost (1 to 5) – replaced with the title as set in application parameters.

Uplift Amount

The number entered into this field will be applied to the source column when operating in uplift mode.

Value

Specify how the value is to be applied.

• Value – add the value to the destination.

• Percentage – multiply the source by the percentage

• Multiply – multiple the source by the specified value.

Charming

Select what form of rounding the routine is to apply – choose from –

• None – leave the result as calculated

• Round down – round the result down to the nearest whole integer.

• Nines and fives – round down to the nearest whole integer which ends in a 9 or a 5.

• Golden prices down – click to instruct the system to replace the calculated price with a golden price if the percentage difference between the golden price and calculated destination cell is less than the tolerance value set. This option will look at the golden price immediately lower than the calculated destination cell value.

• Golden prices down – click to instruct the system to replace the calculated price with a golden price if the percentage difference between the golden price and calculated destination cell is less than the tolerance value set. This option will look at the golden price immediately higher than the calculated destination cell value.

Golden Price Tolerance %

Used only with golden price rounding – this numeric value represents the maximum percentage variance between the calculated destination cell value and its nearest golden price (higher or lower dependent upon selection).

To send data to a promotion ensure

You have specified the correct destination promotion from the list, which may include selecting the destination location.

Ensure you’ve selected which cost and which selling price are to become the ‘active’ prices within the destination location.

Check to make sure SKUs (or option choices) are set correctly and each row has a tick.

Unticked rows will not be copied to the destination location.

Click the Copy Prices to Selected Promotion to copy the selected SKU price data to the destination

promotion.