Creating Web Catalogs

Transcription

1 MBS ARC (MERCHANDISE) MANUAL Creating Web Catalogs Web Catalogs are built so that merchandise items can be organized in a group for insite and then be sent to insite. The steps for working with web catalogs are as follows: Create a Catalog Add items to a Catalog Export to insite (Create Web File) This manual covers the following aspects of merchandise web catalogs: Create a Web Catalog... 2 Load Item Records Automatically... 3 Adding an Item to an insite Catalog During Item Creation... 5 Add/Remove insite Catalog and Types... 9 Add to Catalog Outside of Item Creation Create Web File to Send to insite: Store Selection Create Web File to Send to insite: Export the Catalog to insite Export On Hand Inventory... 16

2 Create a Web Catalog 1. Navigate to Merchandise > insite Processing > Catalog Information. A list of any current insite merchandise catalogs will display. 2. Click Add to create a new Catalog. insite Catalog and Display catalog online both default to Yes. Enter the Catalog Number (this will be an abbreviated description that will display for sorting), the Description, and mark if this catalog is used for Loyalty. MBS TEXTBOOK EXCHANGE, INC. PAGE 2 OF 16

3 3. Click Save to complete the entry. The catalog will now display in the table. Load Item Records Automatically In Merchandise > insite Processing > Catalog Information, an option exists to Load Item Records. This will allow you to select all records or select records to add to a catalog. 1. Highlight the catalog you are adding items to and click Load Item Records. 2. A selection screen for selecting groupings of Divisions through Subjects displays. Mark Select Specific for the parts you wish to pull directly into the catalog. This follows the same structure as report printing. MBS TEXTBOOK EXCHANGE, INC. PAGE 3 OF 16

4 3. If selecting a particular grouping, clicking Save will display the option to select what specific data you are pulling in. 4. Click Save when selections are made, and then Save from the selection specification page. 5. The next screen will show what items are being added to the catalog. Highlight and Delete any unwanted items, then click Process Selected. The items will now be assigned to the web catalog. Note that type level items will still need to be worked with from the Catalog Item Information menu to set up type codes. MBS TEXTBOOK EXCHANGE, INC. PAGE 4 OF 16

5 Adding an Item to an insite Catalog During Item Creation When creating a new item, the last screen that displays provides the option to add the item to an insite web catalog. These catalogs can be sent to insite from the Merchandise > insite Processing menu. Catalogs must first be created before items can be added. Note that these steps are only if adding to a web catalog during item creation. 1. On the third Merchandise Maintenance screen when adding an item, select Yes to the Add to insite catalog question that displays on the third item screen during item creation. Click Save. 2. A list of current catalogs displays. A note appears on the top of the screen advising the item is not yet attached to a Web Catalog. MBS TEXTBOOK EXCHANGE, INC. PAGE 5 OF 16

6 3. Click Add Item from the options on the right (do not use the blue Add button). MBS TEXTBOOK EXCHANGE, INC. PAGE 6 OF 16

7 4. The item is added to the Catalog. If the item is not a type level item, click Go Back to add to other catalogs or to return to the item maintenance main screen. 5. If an item is a type level item, types also must be selected. A Work with Type Codes option will be available from the Options drop down on the right (only displays if the item is at type level). 6. A table displays with all potential options for the item s assigned Logo/Color/Size codes. MBS TEXTBOOK EXCHANGE, INC. PAGE 7 OF 16

8 7. Highlight the record added to the catalog and click Accept from the options drop down (Shift+Click to select multiple records at once). 8. To Search by a specific logo, color or size, click the button to Select Logo, Select Color, or Select Size that displays similar types of records. MBS TEXTBOOK EXCHANGE, INC. PAGE 8 OF 16

9 9. Highlight the selection and click Save. The table will display only that selection. Use the Display Selected Types button to view your current selections. 10. When all types are selected, click Go Back to continue choosing catalogs or to return to the item maintenance screen. Add/Remove insite Catalog and Types In addition to adding an item to a web catalog when an item is first created, the catalog assignment can be added or changed through the Add/Remove insite Catalog and Types tab on the item record screen. When selecting Add MBS TEXTBOOK EXCHANGE, INC. PAGE 9 OF 16

10 Item, the steps are the same starting with step 2 as the above steps for adding to a catalog during item creation. Add to Catalog Outside of Item Creation Items can also be added directly to a catalog from Merchandise > insite Processing > Catalog Item Information. Items can also be changed or deleted, or types can be selected from here (if an item was added but types were not selected, the Select Types option will allow modification by Type item). 1. Click Add to add an item to a catalog. Enter the catalog number and the item to add. 2. Click save to add the item. If it is a type level item, an error will display requesting types to be selected. MBS TEXTBOOK EXCHANGE, INC. PAGE 10 OF 16

11 3. Use the Additional Options Select Types button to select types. 4. A table displays with all potential options for the item s assigned Logo/Color/Size codes. 5. Highlight the record added to the catalog and click Accept (Shift+Click to select multiple records at once). 6. To Search by a specific Logo, color, or size, click the button to Select Logo, Select Color, or Select Size that displays similar types of records. MBS TEXTBOOK EXCHANGE, INC. PAGE 11 OF 16

12 7. Highlight the selection and click Save. The table will display only that selection. Use the Display Selected Types button to view your current selections. 8. Once all types are selected, click Go Back and Save to complete adding the item to the catalog. MBS TEXTBOOK EXCHANGE, INC. PAGE 12 OF 16

13 In addition to adding items to the catalog this way, changing a record (or during the addition of the item) can allow an amount to be added or subtracted from retail. This will change the catalog price so a different price displays on insite (150 = $1.50). To subtract, add a minus sign (-) after the number as displayed in the screen shot below. Export to insite Create Web File to Send to insite: Store Selection To send a Web File to insite, a Store Selection must be made to that web catalog. If that has not been done for the catalog, follow the steps below first. 1. Navigate to Merchandise > insite Processing > Catalog information. MBS TEXTBOOK EXCHANGE, INC. PAGE 13 OF 16

14 2. If a catalog does not already have a store selected for which insite store the catalog goes to, use the Store Selection option to associate the store. 3. In the Store Selection screen, click Add. A store list will display with the option to enter the store number for each store this catalog will go to (use F4 to select in each line from a drop down if needed). Click Save. MBS TEXTBOOK EXCHANGE, INC. PAGE 14 OF 16

15 Note that the store number will be a single digit if your insite store is store 101, you would enter store 1 as that is the store number that is tied to that insite store. 4. The store will now be selected. Create Web File to Send to insite: Export the Catalog to insite In the Merchandise > insite Processing > Catalog Information menu, highlight the catalog and click the option to Create Web File. The catalog MBS TEXTBOOK EXCHANGE, INC. PAGE 15 OF 16

16 will immediately begin the transfer to insite, and it should display on insite shortly. Export On Hand Inventory An option also exists to Export On Hand Inventory to insite. This updates insite with current On Hand quantities. Navigate to Merchandise > insite Processing > Export On Hand Inventory and click Send On Hand. A red message will appear stating On Hand entry file updated for insite. MBS TEXTBOOK EXCHANGE, INC. PAGE 16 OF 16