Systems Module Zone Management

Transcription

1 Arch Enterprise ver. 2.5 Classification: Document History Date Version Changed By Details Michelle Lategan Created Document Michelle Lategan Updated Document Document Version 1.1 Last Update: Table of Contents Page 1 of 23

2 Table of Contents Overview... 3 Country... 3 Creating a new Country... 3 Searching for Country... 5 Editing a Country Zone... 5 Divisions... 6 Creating a Division... 6 Searching a Divisional... 7 Editing a Divisional... 8 Regions... 8 Creating a Region... 8 Searching Editing Stores Creating a Store Completing Wizard Searching for a Store Editing a Store Zones Creating a Zone Searching Zones Editing a Zone Document Version 1.1 Last Update: Table of Contents Page 2 of 23

3 Overview Zone Management in Arch Enterprise is one of the cornerstones of the system. Stores will be linked to countries, divisions or regions. The zones can be described as a matrix of stores grouped together. These stores are grouped together based on similar characteristics. Campaigns, products, suppliers and reporting can be divided into zones. The main benefit of zone management is automation. If a new store is added to a zone, the store will inherit the products, suppliers and supplier link data. This is beneficial as a new database does not need to be created, saving time and preventing human errors from occurring. Country Each store needs to be linked to a country and its trading currency. Creating a new Country To create a new country the user needs to go to AE Navigator > System Drawer > Zone Management > Country The user needs to select Add New Button and the Country Wizard will appear. Document Version 1.1 Last Update: Table of Contents Page 3 of 23

4 The wizard will take the user through the steps in creating a new country. Step 1: Properties Name Default Currency ID Number Validator Tax Number Validator Bank Branch Number Validator Bank Account Number Validator Cheque Number Validator The name of the country The currency the store will be trading in Not in use at present Not in use at present Not in use at present Not in use at present Not in use at present Document Version 1.1 Last Update: Table of Contents Page 4 of 23

5 Once all the fields have been completed the user can select Next and Finish, to complete the Wizard Process. Searching for Country To search for a Country the user needs to go to AE Navigator > System Drawer > Zone Management > Country The user can then select Refresh to list the Countries. Editing a Country Zone To edit a Country s information the user can double click on the selected Country and the Object Properties window will appear on the right hand side of the screen. The user can edit the information and select Save. Document Version 1.1 Last Update: Table of Contents Page 5 of 23

6 Divisions Divisions in AE can refer to store types e.g. mini-market, grocer, liquor, retail. The user can only link a store to one division. Creating a Division To create a new division the user needs to go to AE Navigator > System Drawer > Zone Management > Divisions The user needs to select Add New Button and the Divisions Wizard will appear. Document Version 1.1 Last Update: Table of Contents Page 6 of 23

7 The user needs to complete the Name field to create a new division. Once all the fields have been completed the user can select Next and Finish, to complete the Wizard Process. Searching a Divisional To search for a Division the user needs to go to AE Navigator > System Drawer > Zone Management > Divisions The user can then select Refresh to list the Divisions. A list of the different divisions will display and the user can select the one he/she is looking for. Document Version 1.1 Last Update: Table of Contents Page 7 of 23

8 Editing a Division To edit Divisional information the user can double click on the selected Division and the Object Properties window will appear on the right hand side of the screen. The user can edit the information and select Save. Regions The regions in AE is geographical areas or locations. It is always a good idea to divide the regions in line with the regional or area managers. Creating a Region To create a new region the user needs to go to AE Navigator > System Drawer > Zone Management > Regions Document Version 1.1 Last Update: Table of Contents Page 8 of 23

9 The user needs to select Add New Button and the Region Wizard will appear. Step 1: Properties Country ID Name Select a country in which the new region is located Name of the new region Once all the fields have been completed the user can select Next and Finish, to complete the Wizard Process. Document Version 1.1 Last Update: Table of Contents Page 9 of 23

10 Searching To search for a region the user needs to go to AE Navigator > System Drawer > Zone Management > Regions The user can then select Refresh to list the Regions. A list of the different regions will display and the user can select the one he/she is looking for. Editing To edit Region information the user can double click on the selected Region and the Object Properties window will appear on the right hand side of the screen. The user can edit the information and select Save. Document Version 1.1 Last Update: Table of Contents Page 10 of 23

11 Stores This function allows stores to be linked to the Countries, Divisions and Regions. It allows the user to set up the Selling Price types and Tax exemptions. Creating a Store To create a new store the user needs to go to AE Navigator > System Drawer > Zone Management > Stores The user needs to select Add New Button and the Stores Wizard will appear. Document Version 1.1 Last Update: Table of Contents Page 11 of 23

12 Step 1: General details Properties Tab Store Code Name Region Division Store Manager Name Store Manager Telephone Store Manager Tax Registration Number Liquor License Article Property Group Supplier Property Group Integrated Service Property Supplier Customer Default Language Auto Generate Supplier Prices Select a code which will be used for identification Name of the store Link to one of the created regions Link to one of the created divisions Name of the person managing the store Contact details Contact details This is the tax registration number for the store This apply to stores which sells liquor Created in Enterprise drawer Created in Enterprise drawer Created in System drawer The supplier linked The customer linked Choose the language in which the store will trade If a store is supplied for instance by a DC, the list price for the store will automatically be updated as soon as the supplier s (DC s) selling prices are updated. Document Version 1.1 Last Update: Table of Contents Page 12 of 23

13 Physical Address Tab The user can complete the fields for the Physical Address of the store. Postal Address Tab The user can complete the fields for the Postal Address of the store. Step 2: Selling Price Types The next step in the Wizard is to add the selling price types. To add a row the Add Row button can be selected. Document Version 1.1 Last Update: Table of Contents Page 13 of 23

14 A new display screen will open and the user will be able to search for the selling price type, using the filter or code search or batch search functions. Once the user has select the price type, they can select OK and a new row would have been added to the display screen. Selling Price Type ID Is Primary Store Selling Price Code The selling price types are set up in System Parameters If flagged the Campaign will be loaded on primary, unless the user changes it manually This is the selling price in store that the selling price type will be linked to Document Version 1.1 Last Update: Table of Contents Page 14 of 23

15 Step 3: Exempt Tax Types Finally the user needs to indicate the tax type. There is an option to choose whether the store will be exempt from tax. The options are: Always, Allow and Never. This can be set to the default if the default button is flagged. Completing Wizard To complete the wizard the user needs to press next until reaching the final screen and then select Finish. Document Version 1.1 Last Update: Table of Contents Page 15 of 23

16 Searching for a Store To search for a store the user needs to go to AE Navigator > System Drawer > Zone Management > Stores The user can then select Refresh to list the Stores. A list of the different stores will display and the user can select the one he/she is looking for. Document Version 1.1 Last Update: Table of Contents Page 16 of 23

17 Editing a Store To edit Store information the user can double click on the selected store and the Object Properties window will appear on the right hand side of the screen. The user can edit the information and select Save. Document Version 1.1 Last Update: Table of Contents Page 17 of 23

18 Zones There are a number of zone types which can be created and stores can be linked to these, namely merchandise zones, supplier zones, reporting zones, campaign zones and order zones. Zones are a matrix of stores that we group together. Care should be taken in linking the stores to these zones. A new store will inherit the products, suppliers and supplier links of the zone the store is linked to. Best practice when using Zone creation is to only rely on Divisions and Regions. The user must avoid drilling down to a specific store in Zone Management. Rather create a new zone. Try to keep it as simple as possible. Creating a Zone To create a new zone the user needs to go to AE Navigator > System Drawer > Zone Management > Zones To add a new Zone the user needs to select Add New and the Zone Wizard will open The user needs to go through the steps of the Wizard to create the Zone. Document Version 1.1 Last Update: Table of Contents Page 18 of 23

19 Step 1: Properties The user needs to complete the fields in this section. Zone Name Zone Type Divisions Country, Regions and Stores Create a name for the new zone Select if the zone is a merchandise, supplier, campaign, order and reporting group Select one of the created divisions. This is where the store links are added to the zones Document Version 1.1 Last Update: Table of Contents Page 19 of 23

20 Zone Types Merchandise Supplier Reporting Campaign Order Groups stores who buy the same products together Group stores who uses the same suppliers for products together Group stores for reports together Groups stores who run the same campaigns together Groups stores for ordering Country, Region, Store The zones are linked to stores which fall in either a country or a region or to individual stores. To add the stores the Add button needs to be selected. A drop down list will appear and the user needs to decide if they are going to link a country, region or store. Once a selection is made, another screen will display and the user can select the option they want. Country Document Version 1.1 Last Update: Table of Contents Page 20 of 23

21 Region Store Document Version 1.1 Last Update: Table of Contents Page 21 of 23

22 Completing the Wizard Once the user has completed all the steps, they can select Finish and this will complete the Wizard Process. Document Version 1.1 Last Update: Table of Contents Page 22 of 23

23 Searching Zones To search for a zone the user needs to go to AE Navigator > System Drawer > Zone Management > Zone The user needs to select the Refresh button. A list of the zones types will appear and the user can select the one of their choice. Editing a Zone To edit zone information the user can double click on the selected zone type and the Object Properties window will appear on the right hand side of the screen. The user can edit the information and select Save. Document Version 1.1 Last Update: Table of Contents Page 23 of 23