4) Inventory Maintenance

Transcription

1 4) Inventory Maintenance BASIC TRAINING WORKSHOP & REFERENCE MANUAL E4W Level 14 Last Revision on Wednesday, February 09, 2005

2 TRAINING ASSISTANCE Help is available to aid you in the operation of your UNITY system. 1. From the Eagle Browser, click on the Training link. 2. From the Training Browser window, click on the "App Map" link. 3. From the Application Map, click the topic called Inventory. 4. From the Inventory Materials window, click on a link for: Videos Quick Tips Application Training Job Aids Quizzes Other Documentation 4-2 Chapter 4: Inventory Maintenance

3 TRUE VALUE ELECTRONIC CATALOG Path: Eagle Browser / Catalog SEARCHING FOR ITEMS Using the Catalog Find Item Window 1. On the Catalog Find Item window, you can look up items by: Item Number Descriptive keyword(s) Mfg. Name or Number Fineline Category Mfg. Part Number UPC Code 2. Type your search item into the appropriate field. 3. Press the Enter key. 4. This will open the Catalog Item List window. 5. Based on your search criteria, the following options are available from the Tool Bar: Click the Detail button or press the F6 key to see further detailed information about any item. Click the Fineline button or press the F3 key to sort the grid by Fineline. Click the Vendor button or press the F10 key to reveal other products by the selected Vendor within the search. Click the Add button or press the F4 key to add the selected item to your Inventory Maintenance File. Chapter 4: Inventory Maintenance 4-3

4 Click the Display button or press the F5 key brings up a window with detailed information about the item. Click the Back button or press the F2 key to return to the previous window or to the Catalog Main Menu. Using the Drill Down Feature You can "Drill Down" by Department, Class, or Fine Line as an alternative search method. 1. From the True Value Electronic Catalog Main Menu, click the Drill button or press the F3 key. The Fineline Drill Down window opens. 2. Use the Arrow keys to move down the list of available Departments. Select the desired Department. 3. Click the Drill button or press the F3 key. You can also double-click your mouse on the desired Department to open the corresponding Class column. 4. The Class column fills in. 5. Use the Arrow keys to move down the list of available Classes. Select the desired Class. 6. Click the Drill button or press the F3 key. You can also double-click your mouse on the desired Class to open the corresponding Fineline column. 7. The Fineline column fills in. 8. Use the Arrow keys to move down the list of available Finelines. Select the desired Fineline. 9. Click the Drill button or press the F3 key. You may also click the Lookup button or press the F6 key. You can also double-click your mouse on the desired Fineline to open the Item List window. 10. This will open the Catalog Item List window. 11. Based on the Department, Class or Fineline search criteria, you then have the same options available from the Tool Bar as previously mentioned. 4-4 Chapter 4: Inventory Maintenance

5 Using The Relay Viewer You can display items contained within a particular True Value Relay as an alternative search method. The appropriate files must have already been downloaded into your system before using this feature. 1. From the True Value Electronic Catalog Main Menu, click the Relays button or press the F8 key. 2. A window opens showing all downloaded Relays. 3. Use the Arrow keys to move down the list of available Relays. Select the desired Relay. 4. Click the Lookup button or press the F6 key. You can also press the Enter key or double-click the desired Relay option with your mouse to perform the lookup. 5. This will open the Catalog Item List window. 6. Based on the Department, Class or Fineline search criteria, you then have the same options available from the Tool Bar as previously mentioned. Receiving RDC Balances Note: Receiving RDC Balances will be set up in a daily queue to process automatically. Path: Eagle Browser / True Value Telecommunications Menu / Receive RDC Balances (ERDC) The Unity system offers the added convenience of downloading the Retail Distribution Center (RDC) inventory balances on a regular basis. These balances can be viewed on the Detail window of the True Value Electronic Catalog for any warehouse available item, whether you stock it in your store or not. This can be extremely useful, especially in the case of checking the current availability of a special order item for a customer. The Transmission Control Stream will be defaulted to COTRDC. 1. Click the Run button or press the F4 key to process the transmission. 2. The system will now dial out to pull down these RDC balances. Chapter 4: Inventory Maintenance 4-5

6 VENDOR MAINTENANCE ADDING A VENDOR Path: Eagle Browser / Inventory Menu / Vendor Maintenance On the Vendor Maintenance window, use these guidelines when using the following fields: Vendor field: Sort Name field: Pay To Vendor field: Name field: Store field: Type an alphanumeric code (up to 5 characters) to identify this Vendor on the system. Type a short name (up to 10 alpha characters) for Vendor lookup. (Optional) Use only if this Vendor is paid through another Vendor on the system. Type the full name of the Vendor. Defaults to the store number. 1. After you have typed in these 5 fields, click the Add button or press the F4 key. The Vendor record is added. 2. Click the Display button or press the F6 key to display the Vendor information. For Multi-Store Users: Note: From the list, you can select a specific store or all stores. Select All to add the vendor to all the stores set up on your system. 4-6 Chapter 4: Inventory Maintenance

7 Maintaining a Vendor If you have additional information, then you may add the information on the appropriate tab. Main Tab On the Main Tab, fill in the common Vendor Information fields, including address and phone number. click the Change button or press the F5 key. Order Info Tab On the Order Info Tab, fill in the applicable Order Information fields. click the Change button or press the F5 key. Accounts Payable Tab On the Accounts Payable Tab, fill in the Accounts Payable fields if you will be using the Activant Eagle(tm) Accounts Payable software. click the Change button or press the F5 key. History Tab On the History Tab, no information needs to be entered. This window will collect data as needed. Notes Tab On the Notes Tab, create any special notes or messages that you would like to appear for this Vendor. click the Change button or press the F5 key. Any special note or message that you type on the Notes Tab only appears on that window and does not print anywhere. When you have finished adding or maintaining your Vendor files, make sure to click the Change button or press the F5 key to save your final changes. Then, simply close the Vendor File Maintenance window. Chapter 4: Inventory Maintenance 4-7

8 Using the Vendor Search Feature Use this feature if you do not know the Vendor Code for the Vendor that you wish to identify. 1. In any Vendor field, including Prime Vend or Mfg Vend, type an equal sign (=) followed by the first few characters of the Vendor Sort Name. 2. The system may take a few moments to search a large Vendor Maintenance File. 3. A drop down list will display the results by the Vendor Sort Name selected. 4. Use the arrow keys to highlight the desired Vendor in the list, if necessary. 5. Press the Enter key on the highlighted selection to populate the Vendor field with the appropriate Vendor Code. Note: The Vendor must already be on file in Vendor Maintenance in order to perform this search. 4-8 Chapter 4: Inventory Maintenance

9 INVENTORY MAINTENANCE Path: Eagle Browser / Inventory Menu / Inventory Maintenance The Inventory Maintenance window contains 7 tabs: General Notes You can go to a specific tab quickly by pressing and holding the Control key while hitting the number key for the tab. Some field names have hotlinks. Click on an underlined field name to go to a support window. After you have typed in the fields in the header area, click the Add button or press the F4 key. The Inventory record is added. Click the Display button or press the F6 key to display the Inventory information. When you have finished maintaining your Inventory files, make sure to click the Change button or press the F5 key to save your final changes. New Items can only be manually added using the Stocking Tab or the Load Tab. As a Best Practice, we recommend that you use the Load Tab. Chapter 4: Inventory Maintenance 4-9

10 7. Load Tab Use the Load Tab to quickly load items. This tab contains many of the key information fields. Here is an example for this tab Chapter 4: Inventory Maintenance

11 1. Stocking Tab Here is an example for this tab. Chapter 4: Inventory Maintenance 4-11

12 2. Pricing Tab Here is an example for this tab Chapter 4: Inventory Maintenance

13 3. Codes Tab Here is an example for this tab. Chapter 4: Inventory Maintenance 4-13

14 4. History Tab Here is an example for this tab Chapter 4: Inventory Maintenance

15 5. Notes Tab Here is an example for this tab. Chapter 4: Inventory Maintenance 4-15

16 6. Vendor Tab Here is an example for this tab Chapter 4: Inventory Maintenance

17 UPC CODES MAINTENANCE You have the ability to add a UPC Code to an item that either has no UPC code currently on file or already has multiple UPC Codes. 1. Type in the SKU number on the Inventory Maintenance window. 2. Click the Display button or press the F6 key to populate the fields. 3. At the left of the UPC field, click the UPC hot link. 4. This opens the Maintain UPC Codes window. Multiple UPC Codes can be maintained in this grid for any item in Inventory Maintenance. 5. In this example, there are multiple UPC codes assigned to this SKU. 6. You can add a new UPC Code to this item. In the New UPC field, type in the 12 digit UPC code. 7. The Sell at POS field will be defaulted to "Y", meaning that this item is available to be sold at Point-Of-Sale. 8. Click the Add button or press the F4 key to add the UPC number to this item. Note: UPC codes may also be added to an item through the Point-of-Sale. Chapter 4: Inventory Maintenance 4-17

18 Delete UPC Codes If an item has an old or unused UPC Code on file, it may need to be deleted. 1. Type in the SKU number on the Inventory Maintenance window. 2. Click the Display button or press the F6 key to populate the fields. 3. At the left of the UPC field, click the UPC hot link. This opens the Maintain UPC Codes window. 4. Click the check box to the far left of the UPC code that you wish to delete. 5. Click the Delete button or press the F10 key. 6. A warning window may appear asking you to confirm that you want to delete the UPC Code. Confirm the deletion by selecting Yes or pressing the Enter key. Note: Maintain UPC Codes may also be accessed from the Misc. menu by pressing the Minus key on the Keypad on the Inventory Maintenance window Chapter 4: Inventory Maintenance

19 SUPPORTING APPLICATIONS GO TO A RELATED APPLICATION MENU Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To Button 1. On the Inventory Maintenance Tool Bar, click the Go To button or press and hold the Control key while hitting the G key. 2. The Go To a Related Application window opens. Some of the options on the Go To a Related Application window are also accessible directly from the Inventory Menu as hotlinks: Chapter 4: Inventory Maintenance 4-19

20 View Inventory Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To button / Option 1 You can view inventory information for a specific Store, Department, Class, Fineline, Item Number, Description, Primary Vendor, Manufacturer, Short Description, From/To Department, From/To Class, From/To Fineline, From/To Primary Vendor, or From/To Manufacturer. 1. The grid should populate with information based upon your criteria. 2. If the grid is empty, then place the cursor in the lookup field, click the Lookup button or press the F5 key. 3. This brings up the View By window. From the options listed, make your selection and press the OK button. 4. The grid changes to reflect the purchase order information that meets your criteria. 5. If it does not, check to see if the lookup field now has a down arrow for a drop down list. You may need to select from the drop down list first. You may then need to click the Refresh button on the Tool Bar or press the Plus key on the keypad to display the results Chapter 4: Inventory Maintenance

21 View Purchase Orders Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To Button / Option 2 You can view purchase orders by SKU, P.O. Number, Manufacturer Part Number, or by Vendor. Use the Store field drop down list to search for all archived transactions created in a particular store. 1. With the cursor in the field, click the Lookup button or press F5 to bring up the View By window. 2. From the options available, make your selection, and press the OK button. 3. The field changes to reflect your lookup selection. 4. Type into the field your lookup information. (If a down arrow is now present in the field, click on the down arrow for the drop down list.) 5. Click the Refresh button on the Tool Bar or press the Plus key on the keypad to display the results. Chapter 4: Inventory Maintenance 4-21

22 View Item Sales History Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To Button / Option 3 1. In the SKU field, input the item number. 2. Click the Refresh button on the Tool Bar or press the Plus key on the keypad to display the results. 3. You can hide any of the columns displayed. click the Select Columns hyperlink. 4. The Select Columns To Hide window opens. 5. Click the checkbox next to any column(s) that you wish to hide and click the OK button. 6. Click the Refresh button on the Tool Bar or press the Plus key on the keypad to display the results Chapter 4: Inventory Maintenance

23 View Item Purchase History Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To Button / Option 4 You can view purchase history by Vendor, SKU, or Purchase Order Number. Use the Store field drop down list to search for all archived transactions created in a particular store. 1. With the cursor in the field, click the Lookup button or press F5 to bring up the View By window. 2. From the options available, make your selection, and press the OK button. 3. The field changes to reflect your lookup selection. 4. Type into the field your lookup information. (If a down arrow is present in the field, click on the down arrow for the drop down list.) 5. Click the Refresh button on the Tool Bar or press the Plus key on the keypad to display the results. Chapter 4: Inventory Maintenance 4-23

24 View POS Documents Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To Button / Option 5 You can view the ordering history of your customers. Use the Store field drop down list to search for all archived transactions created in a particular store. Use the Customer Number field drop down list to display archived transactions for a particular customer. Use the Job Number field drop down list to search for all archived transactions created for a particular job. Use the Short ID field to specify a customer to display their archived transactions. Use the Type field drop down list to search for all archived transactions created for a particular order, estimate, or quote. Use the SKU field to display archived transactions that contain a particular SKU. Use the Cutoff Date drop down calendar to search for all archived transactions created by a certain cut off date. 1. Click the Refresh button on the Tool Bar or press the Plus key on the keypad to display the results. 2. After the grid fills in, select a line and press the Display button or click the F6 key to display the POS details Chapter 4: Inventory Maintenance

25 View QuickRecall Documents Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To button / Option 6 Use the Store field drop down list to search for all archived transactions created in a particular store. Use the Customer Number field drop down list to display archived transactions for a particular customer. Use the Job Number field drop down list to search for all archived transactions created for a particular job. Use the SKU field to display archived transactions that contain a particular SKU. Use the Short ID field to specify a customer to display their archived transactions. Use the Cutoff Date drop down calendar to search for all archived transactions created by a certain cut off date. Click the Details to show or hide supporting details like description, pricing, etc. 1. Click the Refresh button on the Tool Bar or press the Plus key on the keypad to display the results. 2. If you change the checkbox next to Details, you also need to click the Refresh button to display the results. 3. After the grid fills in, select a line and press the Display button or click the F6 key to display the POS details. Chapter 4: Inventory Maintenance 4-25

26 View Promo History Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To button / Option 7 You can display promotion history for items that have been on past promotions. The information in this Viewer comes from running the Update Promotion Price Report (RUP) at the end of a promotion. The number of years of promotional history the system keeps is set up in Options Configuration. Use the Store field drop down list to search for all archived transactions created in a particular store. View Promo History By SKU 1. If you want to view the promotion history of a particular item, type in its SKU in the SKU Number box. 2. Use the Since drop down calendar to limit all archived transactions created since a certain date. 3. Click the Display button or the F6 key Chapter 4: Inventory Maintenance

27 View Promo History For An Entire Promotion You can view promotion history for an entire promotion: 1. Click the Lookup button or press the F5 key. 2. In the Lookup By window, select Promo Name/Start Date and click the OK button. 3. In the Promo Name field, click the arrow to bring up a drop down list of promotions. 4. Select the promotion and click the Display button or press the F6 key. (Optional steps) If you want to see more information about a particular item in the grid, such as its last three promotion prices, its quantity on hand, etc., do the following: 1. Select a line on the grid. 2. Click the Display button or press the F6 key. 3. A window displays information about the item. 4. When you have finished viewing the item information, click the OK button to close the window Item Price Changes (IPC) Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To button / Option 8 Detailed information about Item Price Changes (IPC) may be found later in this chapter under Price Changes. Chapter 4: Inventory Maintenance 4-27

28 Modify Item Promotions (MIP) Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To button / Option 9 Detailed information about Modify Item Promotions (MIP) may be found later in this chapter under Promotions. View Vendors Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To button / Option A The window opens displaying the current vendor list sorted by vendor number. Use the Store field drop down list to search for all vendors in a particular store. Click on the By Vendor Name hyperlink to sort the grid by vendor name. 1. To select a specific vendor, click the down arrow in the Vendor field. 2. From the drop down list, select the vendor. 3. Click the Refresh button on the Tool Bar or press the Plus key on the keypad. 4. The Vendor is highlighted on the grid Chapter 4: Inventory Maintenance

29 Modify Departments (MDE) Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To button / Option D In the Dept field drop down list, select a Department. The grid populates with sales data by month. Modify Finelines (MFI) Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To Button / Option F In the Fineline field drop down list, select a Fineline. The grid populates with sales data by month. Chapter 4: Inventory Maintenance 4-29

30 Modify Kits (MKR) Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To Button / Option K A Kit record is a series of items grouped together as a package. You assign one SKU number to the kit (referred to as the kit header SKU) and link the individual SKUs that make up the kit to the kit header. Then at POS, you type in just one SKU, the kit header SKU, to sell the kit. The system automatically updates the inventory information for the individual SKUs in the kit. 1. To modify information for a SKU in the kit, in the KIT SKU field, click the down arrow. A list of available kits displays. Select the kit. 2. Click the Display button on the Tool Bar or press the F6 key. The fields populate with information and the contents of the kit populate the grid. 3. If you wish to add an item to this kit, then click the Add button or press the F4 key to add an item to the kit. In the Add Kit Item window, type in the SKU of the item you wish to add. The default quantity is 1, but you may override the quantity. Click the OK button to save the item or click the Cancel button to exit. 4. You can also delete an item from the kit. Highlight the line item you want to delete. Hit the Delete button or press the F10 key. 5. You can change the quantity of an item in the kit. click in the Quantity field of the item. Type in the new information and click the Change button or press the F5 key to change the record Chapter 4: Inventory Maintenance

31 Import Inventory From Handheld Unit Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To Button / Option H A hand held device must be configured before you can use this feature. Note: For more details on the use of handheld devices with UNITY, please go to the chapter called Handheld Devices. Modify Classes (MCL) Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To Button / Option L In the Class field drop down list, select a Class. The grid populates with sales data by month. Chapter 4: Inventory Maintenance 4-31

32 Modify Multiple Selling Unit Codes (MSU) Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To Button / Option M Setting up Multiple Selling Units will be discussed during your phone training. You can create, modify, or delete Multiple Selling Units using this window. In the Code field, click the down arrow to bring up a list of available Multiple Selling Units. You can click the Add button to add another Multiple Selling Unit to the list. Click the Change button to modify a highlighted item from the drop down list. Click the Delete button to remove a highlighted item from the drop down list Chapter 4: Inventory Maintenance

33 Modify Price Matrix (MPM) Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To Button / Option P Use the Modify Price Matrix window (MPM) to create a price matrix for a product code. Customer Groups Based on your business needs and requirements, the customer groups are defined by you. You have up to five customer groups available. The groups are represented as #1, #2, #3, #4, and #5. Define as many of the five customer groups as you need, you do not have to use all five groups. Also, you do not have to use all five groups for each product code you define. Product Codes In the Price Matrix Maintenance window (MPM), this column is numeric. You can enter a number from 2 to 999. The system uses this code on the Codes tab of Inventory Maintenance to calculate matrix prices. If you leave this field blank in Inventory Maintenance, the system does not calculate matrix prices for this item. Chapter 4: Inventory Maintenance 4-33

34 Special Matrix Pricing Prices can be calculated based on the following types: A percentage above cost. This is a + (plus sign) type matrix price. A percentage below retail. This is a (minus sign) type matrix price. A percentage up from retail. (at) symbol signifies this type of matrix price. A specific dollar amount added to the cost price. This is a $ (dollar sign) type matrix price. A specific price you enter in Inventory Maintenance. This is an * (asterisk) type matrix price. Percent Columns If the Ind field has a + (plus sign), a (minus sign), (at) symbol, or a $ (dollar sign), then click the Percent field and enter the percentage or dollar amount. If the Ind field has an * (asterisk) or is blank, do not enter anything in the Percent field. Round? Column Note: Price rounding only applies if the Ind field is set to +,, or $. Updating + (plus) Type and $ (dollar) Type Matrix Prices 1. Run the Price Change report (RPC) to first calculate the matrix prices. 2. Review the report to verify that the prices are what you expected. You can also review the prices in the Item Price Changes window. 3. Run the RPC report again to add the prices to the items in Inventory Maintenance. 4. The report processes and updates the matrix prices for the items in Inventory Maintenance. 5. After you've coded and activated all matrix prices, the next thing to do is code the customer accounts Chapter 4: Inventory Maintenance

35 Modify Quantity Breaks (MQB) Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To Button / Option Q You can set up quantity break pricing so that each time a certain quantity of an item is sold, a quantity break price is calculated. You can create up to 999 individual codes. There are five Quantity and Break fields for each code. Use as many as you need to define the code you are setting up. 1. Type in the information into the Type, Quantity, and Break fields that you want to modify. 2. Click the Change button or press the F5 key to change the record. 3. Go to IMU in Network Access to assign the code(s) to the appropriate SKU(s). Code column This field is display only. Code positions start at 2 and continue through 999. You can use the code numbers in any order, and you can skip code numbers. For example, you can define code 4, skip codes 5 through 8, and define code 9. Type column This field is required. Use this field to indicate which quantity break type applies to the code and the amount in the Break field. D = Dollars off. Use D to indicate the dollar value to be subtracted from each item when the quantity break quantity is purchased. F = Family quantity break based on accumulated quantity. Use F to indicate the discount percent that applies to the retail price of each item when the quantity break quantity is purchased. Chapter 4: Inventory Maintenance 4-35

36 G = Gross margin. Use G to indicate the gross margin percent you want to make on each item when the quantity break quantity is purchased. H = Family quantity break based on accumulated retail dollars. Use H to indicate the discount percent that applies to the retail price of each item when the quantity break dollar volume is purchased. M = Markup from cost. Use M to indicate the markup percent from cost that applies to each item when the quantity break quantity is purchased. N = Category Pricing Plan (CPP). Use N if you want to use one of the many pricing methods available in CPP to calculate quantity break pricing. See the topic P = Percent discount. Use P to indicate the percent discount that applies to the retail price of each item when the quantity break quantity is purchased. Code P is the default in Quantity Break Maintenance. X = Matrix. Use X to indicate the matrix price (Price 1-5) you want to use for each item when the quantity break quantity is purchased. With family quantity breaks (Type F and H), the system applies a quantity break across a family of items (a group of items with different SKUs). For the other quantity break types (D, G, M, P, X), the system calculates quantity breaks for each SKU. Break column This is the amount of a break the customer receives when he purchases the quantity indicated in the Qty field, to the left of the Break field. The amount is in terms of: Dollars, if the Type field is D. The field is numeric. You can enter up to five numbers plus a decimal point. For example, Gross Margin, if the Type field is G. The field is numeric. You can enter up to four numbers plus a decimal point. For example, Markup percent, if the Type field is M. The field is numeric. You can enter up to four numbers plus a decimal point. For example, Discount percent, if the Type field is F, H, or P. The field is numeric. You can enter up to four numbers plus a decimal point. For example, Matrix code, if the Type field is X. The field is numeric. You can enter 1, 2, 3, 4, or 5 to indicate which matrix price to use Chapter 4: Inventory Maintenance

37 Modify Price Rounding Table (PRO) Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To Button / Option R When you modify the price-rounding grid, the system does not automatically recalculate retail prices for all items using price rounding. The system can use the price rounding grid as a guideline when natural price changes occur. 1. Type in the information into the Type, Quantity, and Break fields that you want to modify. 2. Click the Change button or press the F5 key to change the record. Chapter 4: Inventory Maintenance 4-37

38 Shrinkage History Type Assignments Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To Button / Option S Before you begin using the Physical Inventory subsystem, you must set up shrinkage types, which are the various causes for the fluctuation (usually decline) of an item's quantity on hand. You can define up to 20 different types of shrinkage to provide a high degree of detail for tracking shrinkage causes. 1. In the Type field, type in a single letter code. 2. In the Definition field, type in a description to describe the type of shrinkage. Examples: Breakage, Theft, Store Use, Defective, etc. You can enter up to 15 characters in this field. 3. Click the Change button or press the F5 key to save your changes Chapter 4: Inventory Maintenance

39 Modify Tally Cross Reference (MTL) Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To Button / Option T If you have the Lumber/Contractor Point-of- Sale package, some items may be set up in your inventory as tally items. There are 4 types of tally items that are used for lumber items. Tally 1 A tally 1 item is a single SKU; there are no component length SKUs linked to it. At POS, you use the SKU to sell any length. For example, moulding may be sold in 8, 12, and 16 lengths. When you sell a tally 1 item in POS, you enter an SKU that covers all lengths of the item, and the screen prompts you to enter the quantity you are selling of each length. Tally 2 Tally 3 A tally 2 item consists of a header SKU to which component length SKUs are linked. At POS, type in the header SKU and then specify the lengths of the components. At POS type in the header SKU, specify the total number of board feet the customer wants, and let the system suggest the individual lengths to sell. At POS type in the header SKU, specify the total number of board feet the customer wants, and select the option that allows yard personnel to choose the lengths. A tally 3 item is a SKU used to sell hardwoods. Typically hardwoods are stocked by the board foot, but you can choose a different stocking unit, such as piece. At POS, you use the tally 3 SKU to sell any piece, regardless of its thickness, length, or width. Tally 4 A tally 4 item is a single SKU used to sell paneling or other items stocked by the square foot. At POS, you use the SKU to sell any piece, regardless of its height or width. Chapter 4: Inventory Maintenance 4-39

40 Modify Units Of Measure (MUM) Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To Button / Option U Use the Unit of Measure Maintenance window to type in and maintain units of measure abbreviations that you will use in the Inventory and also the Purchasing and Receiving applications. The most frequently used units of measure are already set up for you. You can add new units of measure or modify the existing units of measure in order to meet your business needs. A maximum of 36 units of measure can be included in the Unit of Measure Maintenance window. The first unit of measure in the grid is EA (each). This is the default that the system will use when you add items in the Inventory Maintenance window. 1. Type in the information into the fields that you want to modify. 2. Click the Change button or press the F5 key to change the record. Note: When adding items, the unit(s) of measure you associate with an item must exist in the Units of Measure Maintenance window Chapter 4: Inventory Maintenance

41 Modify Vendors (MVR) Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To Button / Option V Detailed information about Vendor Maintenance may be found near the beginning of this chapter. Modify Units Of Weight (MUW) Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To Button / Option W Use the Unit of Weight Maintenance window to type in and maintain units of weight abbreviations that you will use in the Inventory and also the Purchasing and Receiving applications. The most frequently used units of weight are already set up for you. The system uses pounds, as the standard weight to which all other weights will be converted. A pound is the first weight found in the grid. The total weight of a purchase order is calculated in pounds. Therefore, do not change or delete the first units of weight entry, pounds, in the grid. You can add new units of weight or modify the existing units of weight in order to meet your business needs. A maximum of 18 units of weight can be included in the Unit of Weight Maintenance window. 1. Type in the information into the fields that you want to modify. 2. Click the Change button or press the F5 key to change the record. Chapter 4: Inventory Maintenance 4-41

42 Physical Inventory Posting (PIP) Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To Button / Option Y Use the Physical Inventory Posting (PIP) window to make the following types of updates to your Inventory items: Enter quantities counted during a physical inventory and assign or update location codes. Enter shrinkage amounts (due to theft, breakage, store use, etc.) PIP is a holding file that allows you to type in these item updates without directly affecting your Inventory file. When you're finished entering the information, you update the Inventory file by running the Physical Inventory Report (RPI) with the appropriate update options. To accommodate the different types of updates you may be making to your Inventory file, two methods of entering items into PIP are available: Add items to the count file automatically. Run the Physical Inventory Report (RPI) to load a range of items into the count file. This method is used when taking a physical inventory of all or part of your store, and/or adding location codes to items. Add items to the count file manually. This method is used to type in shrinkage or to type in physical inventory counts/locations when you prefer not to load the count file automatically (such as when you are only counting and/or changing location codes for a few items) Chapter 4: Inventory Maintenance

43 Physical Inventory History (MPH) Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Go To Button / Option Z Use the Physical Inventory Shrinkage History File to view and change shrinkage history records. Typically shrinkage history records are accurate, but periodically you may find one that was posted incorrectly that you want to adjust. 1. Press the Enter key to display records from all shrinkage types. 2. If you want to make any changes, then continue. 3. Click in the appropriate field of the item you want to change. You can change any fields except Store, Shrinkage Type, SKU, or the cost fields. However, if you need to change the Shrinkage Type, you must delete the shrinkage record and add a new one. 4. Type in the new value for the field. 5. Click the Change button or press F5. Chapter 4: Inventory Maintenance 4-43

44 MISCELLANEOUS MENU Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Misc. Button To use the Miscellaneous Menu window, click the Misc. button on the Tool Bar or press the Minus key on the keypad Chapter 4: Inventory Maintenance

45 Display Quantity Break and Promotion Pricing Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Misc. Button / Option 1 1. From the Inventory Maintenance window, type in a SKU. 2. Click the Display button or press the F6 key or just hit the Enter key to populate the fields. 3. Click the Misc. button or press the Minus key on the keypad. 4. On the Miscellaneous window, select Option An information window opens showing the recent sales history of the SKU. Similar information can be found in the History Tab. Chapter 4: Inventory Maintenance 4-45

46 Maintain UPC Codes Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Misc. Button / Option 2 You can Add, Modify, or Delete the UPC associated with an item. Details about this topic may be found near the front of this chapter. Maintain Serial Numbers Path: Eagle Browser / Inventory Menu / Inventory Maintenance Misc. Button / Option 3 You can add, modify, or delete the serial number(s) associated with an item. Adding Serial Numbers 1. From the Inventory Maintenance window, type in a SKU. 2. Click the Display button or press the F6 key or just hit the Enter key to populate the fields. 3. Click the Misc. button or press the Minus key on the keypad. 4. On the Miscellaneous window, select Option 3 for Maintain Serial Numbers. 5. The Add Serial Number window displays if no serial numbers exist for the item. Type in the serial number and click the OK button. 6. If one or more serial numbers already exist for the item, the Serial Number Maintenance Options window displays. click the Add button, type in the serial number, and click the OK button. 7. In Inventory Maintenance, select the Codes Tab. In the *Tally field, click on the down arrow. From the drop down list, click on S for Serial Number. click the Change button or press the F5 key. By having an S in the *Tally field, when a clerk is at the point-of-sale and attempts to sell the item, a list of available serial numbers automatically displays Chapter 4: Inventory Maintenance

47 Changing the Availability of Serial Numbers When you type in a serial number for an item (or if a customer returns an item with a serial number), the system marks that serial number as Available, and when that item is sold the system marks the serial number as Sold. However, if you need to manually change the availability of a serial number from Available to Sold or vice-versa, use the following procedure. 1. From the Inventory Maintenance window, type in a SKU. 2. Click the Display button or press the F6 key or just hit the Enter key to populate the fields. 3. Click the Misc. button or press the Minus key on the keypad. 4. On the Miscellaneous window, select Option 3 for Maintain Serial Numbers. 5. The Serial Number Maintenance Options window displays. 6. Click the down arrow to the right of the Serial Number field. 7. Click to highlight the appropriate serial number from the list. 8. Click the Change button. 9. The Change Serial Number Availability window opens. 10. In the Available field, click the down arrow. From the list, click to highlight N to indicate that the item has been sold, or Y to indicate that the item is available for sale. 11. Click the OK button. 12. At the Change Serial Number Availability window, click the Cancel button to close the window. Deleting Serial Numbers 1. From the Inventory Maintenance window, type in a SKU. 2. Click the Display button or press the F6 key or just hit the Enter key to populate the fields. 3. Click the Misc. button or press the Minus key on the keypad. 4. On the Miscellaneous window, select Option 3 for Maintain Serial Numbers. 5. The Serial Number Maintenance Options window displays. 6. Click the down arrow to the right of the Serial Number field. 7. Click to highlight the appropriate serial number from the list. 8. Click the Delete button. A confirmation window appears. 9. Click the Yes button to confirm. 10. At the Change Serial Number Availability window, click the Cancel button to close the window. Chapter 4: Inventory Maintenance 4-47

48 Maintain Seasonal Codes Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Misc. Button / Option 4 The "Seas Sales Code" field located on the Codes Tab in Inventory Maintenance is used to indicate an item's seasonality. You can include and exclude items with this code when you run inventory reports. The Seasonal Code Maintenance Options window is used to Add, Change, or Delete seasonal sales codes, and/or a description of the code. This field is alphanumeric. You can enter one letter or number. Examples F = Fall item. W = Winter item. S = Spring item. V = Summer item. X = Christmas item. Once you've set up your seasonal sales codes, you can assign a code to your items by clicking the arrow to the right of the Seas Sales Code field on the Codes Tab and selecting a code from the dropdown list. Changing the Description of Seasonal Codes 1. Click the Misc. button or press the Minus key on the keypad. 2. On the Miscellaneous window, select Option 4 for Maintain Seasonal Codes. 3. The Seasonal Code Maintenance Options window displays. 4. Click the down arrow to the right of the Seasonal Code field Chapter 4: Inventory Maintenance

49 5. Click to highlight the appropriate seasonal code from the list. 6. Click the Change button. 7. The Change Seasonal Code Description window opens. 8. In the Description field, type in the new description 9. Click the OK button. 10. At the Seasonal Code Maintenance Options window, click the Cancel button to close the window. Deleting Seasonal Codes 1. Click the Misc. button or press the Minus key on the keypad. 2. On the Miscellaneous window, select Option 4 for Maintain Serial Numbers. 3. The Seasonal Code Maintenance Options window displays. 4. Click the down arrow to the right of the Seasonal Code field. 5. Click to highlight the appropriate seasonal code from the list. 6. Click the Delete button. A confirmation window appears. 7. Click the Yes button to confirm. 8. At the Seasonal Code Maintenance Options window, click the Cancel button to close the window. Chapter 4: Inventory Maintenance 4-49

50 Maintain Location Codes Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Misc. Button / Option 5 (Optional) Use Maintain Location Codes if you use location codes and you stock items in more than one location in your store. In this procedure you can also specify the number of bin labels you want to print for an item. 1. From the Inventory Maintenance window, type in a SKU. 2. Click on the Stocking Tab. (if you are not already there) 3. Click the Display button or press the F6 key or just hit the Enter key to populate the fields. 4. Click the Misc. button or press the Minus key on the keypad. 5. On the Miscellaneous window, select Option 5 for Maintain Location Codes. 6. The Location Codes Maintenance window opens. The 3 Location fields displayed in the window are independent of each other. You may fill them in or leave them blank in any combination you choose. 7. Using up to 3 Location fields, type in the location(s) of the item. When finished, click the OK button. 8. Click the Change button on the tool bar or press the F5 key to make the changes. In the Number of Bin Labels box, you may type in the total number of bin labels you want to print for the item. The number you type in will supersede the number in the Number to Print field when you run the Item Bin Labels Report (RBL), or when printing laser bin labels from the Print a Label window. If you want the system to use the number in the Number to Print field in RBL, leave the default of N in this field Chapter 4: Inventory Maintenance

51 Maintain Raincheck Quantities Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Misc. Button / Option 6 If an inventory item is on an Advanced Raincheck in POINT OF SALE, you can view raincheck information about the item from the Inventory Maintenance window. This information can help you make buying decisions. For example, the To Date Percent Sold field tells you how often rainchecks are actually redeemed. If the percent in this field is low, you may not want to order the full amount in the Raincheck Quantity field. 1. From the Inventory Maintenance window, type in a SKU. 2. Click the Display button or press the F6 key or just hit the Enter key to populate the fields. 3. Click the Misc. button or press the Minus key on the keypad. 4. On the Miscellaneous window, select Option 6 for Maintain Raincheck Quantities. 5. In the Maintain Quantities Raincheck window, modify any available fields as needed. 6. Click the OK button when you are finished reviewing the raincheck information. 7. If you modified any fields, click the Change button or press the F5 key to save your changes. Chapter 4: Inventory Maintenance 4-51

52 Maintain Lots Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Misc. Button / option L This feature is only for Lot Tracking users. By setting up Lots, you can sell and track the sales of products based on groupings or "lots." For example, items such as wallpaper, carpeting and fabric are often tracked by lot. Lots are usually marked with certain identifying traits that you want to track, such as Lot Number, PO Number, Date Received, and the Vendor from which the product was purchased. If you ring up a Lot item at POS, a list of its lots automatically displays. From the Inventory Maintenance window, you can add, modify, or delete the lot(s) associated with an item. Substitute/Referral Item Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Misc. Button / option S When an item is discontinued, the item may have a substitute or referral item available. This information comes from the True Value Electronic catalog, so it must be up-to-date to see the most recent information. 1. From the Inventory Maintenance window, type in a SKU. 2. Click the Display button or press the F6 key or just hit the Enter key to populate the fields. 3. Click the Misc. button or press the Minus key on the keypad. 4. On the Miscellaneous window, select Option S for Substitute/Referral Item. If the discontinued item has a substitute or referral item, then a window opens with substitute/referral SKU information. If the discontinued item does not have a substitute or referral item, then a window opens informing you that the "item does not have a substitute item or referral." Note: There may be some items that are discontinued at True Value that may not have a designated substitute/referral item Chapter 4: Inventory Maintenance

53 Change ROP Protect Path: Eagle Browser / Inventory Menu / Inventory Maintenance / Misc. Button / option R You have the ability to change the status of the order point calculation for a SKU. If you set ROP Protect to Y, then if the item is within the From/To range on Report ROP, then do not calculate a new order point. If you set ROP Protect to N, then if the item is within the From/To range on Report ROP, then calculate a new order point. As sales history accumulates and changes over time, you can use the Unity system to calculate order points by running the Order Point Report (ROP). Simply stated, an order point is the optimum stocking level for a particular item. Optimum stocking levels are based on demand, lead time and cost. Due to the changing nature of sales history, you should recalculate order points frequently perhaps as often as weekly. Then, when the time comes to order, the Unity system compares each item's quantity-on-hand to its optimum stock level and recommends purchase quantities accordingly. 1. From the Inventory Maintenance window, type in a SKU. 2. Click the Display button or press the F6 key or just hit the Enter key to populate the fields. 3. Click the Misc. button or press the Minus key on the keypad. 4. On the Miscellaneous window, if you wish to change the protection status on the SKU, then select Option R for Change ROP Protect. 5. An information window opens verifying that the current status has been changed. click the OK button to continue. 6. If you feel that you made the change in error, then repeat the steps to change it back. Chapter 4: Inventory Maintenance 4-53

54 PRICE CHANGES The information that follows is what is required of the individual store to manually review, edit and apply price changes to the Inventory Maintenance File. ITEM PRICE CHANGES (IPC) Path: Eagle Browser / Inventory Menu / Item Price Changes (IPC) Every week, True Value price changes will be downloaded into your Unity system. They will be collected into an area called the Item Price Change File, or IPC for short. This download is typically set up as an automated process. 7. Click the Display button or press the F6 key at the blank window to view the entire Item Price Change file. 8. For a more specific list, you may select a price change file from the Date Effective field. The use of the term, Date Effective, does NOT indicate the date that the price changes will become effective on the system. It simply implies a File Date, or the date that the price file was downloaded into the system. 9. Compare the New Retail, Current Retail, New Repl Cost, Cur Repl Cost, etc., to determine where edits or changes might need to be made. 10. Highlight the New Retail price to be changed and type in the new price. 11. Click the Change button or press the F5 key to save any changes you make to this window. 12. When your edits and changes are complete, simply press the Esc key to close the window. If you wish to create a new price file to load to your LDT/PDT handheld scanner, then please refer to the chapter called Handheld Devices. If you wish to print bin labels and/or price stickers from the Item Price Change File, then proceed to the topic called Printing Price Labels or Printing Bin Labels. If you are ready to complete the price changes and apply them to the Inventory Maintenance File, proceed to the topic called Finalizing the Item Price Change File Chapter 4: Inventory Maintenance

55 Adding A Price Change for an Individual Item Path: Eagle Browser / Inventory Menu / Inventory Maintenance There may be times when you wish to perform a price change on an individual item "on the fly" or even create an Item Price Change File for a small group of selected items or items that fall within a specific range (such as items from the same Vendor). Use the following procedures to perform these types of price changes. Note: Changes made to an Individual Item are immediate and do not require any update reports to be processed. However, if you are making changes to the retail selling price, be sure to update your bin labels and selling stock accordingly. 1. On the Inventory Maintenance window, Type in a specific SKU number and click the Display button or press the F6 key or press the Enter key. 2. The fields populate with information. 3. Select the Pricing Tab. 4. You have the option to make immediate changes to Price, Cost and/or Desired Gross Profit percentage. 5. Two examples follow: To Change A Retail Price Based On A New Calculated Desired Gross Profit %: 1. Delete the current selling price in the Retail field. 2. Type the new desired margin percentage into the Desired GP % field. 3. Click the Change button or press the F5 key. 4. The new Retail price will be calculated, based on the margin percentage entered and the current cost to display a new Retail selling price. 5. Depending on set-up, the system will also use the Price Rounding Table for the new retail price calculation. To Update The Desired Gross Profit % Based On A New Retail Price: 1. Delete the current Desired GP %. 2. Click the Change button or press the F5 key. 3. The new Desired GP % will then be calculated based on the current cost and retail price. Chapter 4: Inventory Maintenance 4-55

56 Adding Price Changes for a Group of Items Path: Eagle Browser / Inventory Menu / Item Price Changes (IPC) Use the following procedure to add price changes for a small group of items. Groups of items might include a selection of items with no particular connection to each other (no common department, vendor, etc.). They can be entered individually by SKU in the Item Price Change File (IPC), then updated to Inventory Maintenance File as a group. 1. From a blank Item Price Changes window, click the Add button or press the F4 key. 2. The "Add Price Change" window opens. 3. Here are the options for the fields listed: Store field: Update (+) Type Matrix Prices Checkbox Change field: Defaults to the store number. May be checked if you would like these various pricing levels to also be updated with any changes. There are several options here as shown. Cost field: Vendor field: Select the appropriate cost to be updated by this change, if applicable. Enter Vendor Code To search for the correct Vendor, type in an equal sign (=) into the field followed by the short Vendor name and press the Enter key Price field: Select which price to update. R for Retail is recommended Chapter 4: Inventory Maintenance

57 Date Effective field: Type any effective date for this price change. You may wish to manually select a Date Effective that does not match the usual day of the week when the True Value price changes are downloaded into the system. By doing so, the manually created price change(s) can be easily identified from those price changes downloaded from True Value. Additionally, this Date Effective is NOT a date when these price changes will take effect on the system. That date will be determined when you manually process the Price Change (RPC) report using option F for this particular price change. SKU field: Price Cost Desired GP% Type the appropriate SKU Type in number based on the selection made in the Change field. 1. Click the OK button or press the Enter key to apply this item to the price change grid. 2. When the Add Price Change window opens up, continue with any additional SKU s. 3. When finished, click on Cancel. 4. When the Item Price Change File displays, click on Cancel. Chapter 4: Inventory Maintenance 4-57

58 Adding Price Changes for a Range of Items Path: Eagle Browser / Reports Menu / Inventory Reports / Price Changes (RPC) The Price Changes (RPC) Report can be used to change prices, costs or desired gross profit percent for all the items within a specified range. A range of items could be all the items in a certain Department, Class or Fineline, all the items you order from a select vendor or manufacturer or all the items with a specific User Code. Examples of using Report RPC for changing a range of prices: One of your vendors increases all prices/costs by a percentage. You wish to change the desired gross profit percent for all items within a certain department. 1. Print Setup Area In the Print To field, select S for "Spooler Only". You may also opt to print this report. Select other options as needed on this window. 2. Options Area Options field: Update Options field: Select A for Add Range of Price Changes to Price Change File. If you selected Option A or B (above), enter one of the following: 1 Change any combination of price, cost or desired gross profit percent. 2 Change cost and calculate new retails based on the new cost, the desired gross profit percent, and the Price Rounding field from the Inventory Maintenance file. 3 Change the desired gross profit percent and calculate new retails based on the new gross profit, the cost, and the Price Rounding field from the Inventory Maintenance file. You can specify which cost to use. 4 Update matrix prices using the cost and retail currently in the Inventory Maintenance file. 5 Set new costs or prices Chapter 4: Inventory Maintenance

59 Use Cotter Costs (True Value Members Only) field: Delete Older Than Days Use this field to specify whether you want list prices or True Value's encoded costs to print in the List field on the Price Change Report (RPC). Set this field to 99 if you do not want the system to automatically delete old price changes in the Item Price Change (IPC) file. Otherwise, any price changes that are outside the From/To range that you specify will be automatically deleted if older than this number of days (based on the "Date Effective" field in IPC). 3. From/To Area Store field: Print Sequence field: Subtotals field: Ranges field: Defaults to the store number. The default is 1, but there are four options available here, dependent on the Options selected on the previous window. For example, if Option A or B is selected, the printing sequence will differ accordingly. Select the printing sequence appropriate for your needs. Select N for Do not Print Subtotals In the From/To range on the lower half of the window, select the range of price changes that you would like to add to the Price Change file (based on Vendor, Department, Class, Fineline, etc.) 4. Code Selection Area Generally, no codes need to be selected here unless your store has outlined specific codes to be included or excluded during a price update. 5. PC Options 1 through 5: Click on the appropriate PC Option, determined by the selection you made under Update Options on the Options window. In every instance, a Date Effective will need to be entered, which will then identify this pricing file in the Item Price Change File (IPC). Additionally, this Date Effective is NOT a date when these price changes will take effect on the system. That date will be determined when you manually process the Price Change (RPC) report using option F for this particular price change. You may wish to manually select a Date Effective that does not match the usual day of the week when the True Value price changes are downloaded into the system. By doing so, the manually created price change(s) can be easily identified from those price changes downloaded from True Value. Chapter 4: Inventory Maintenance 4-59

60 Example of PC Option 1: Fill in the fields as applicable. For further assistance, or for a definition of each field, click the Help button or press the F1 key. 6. Fax Setup Fax Setup in the left column is reserved for those stores who have purchased this software. 7. When finished with selecting your options, click the Run button or Press the F4 key to run this report Chapter 4: Inventory Maintenance

61 PRINTING LABELS (OPTIONAL STEP) Printing Price/Bin Labels from the Item Price Change File is an optional step that is only used if you wish to print price stickers and/or bin labels from the Item Price Change File. Modify Printer Status (MPS) Path: Eagle Browser / Network Access Prior to printing price/bin labels, it is important to change the Form Used In Printer for the selected printer you intend to use. This is done in an area called Modify Printer Status (MPS). 1. In Network Access, at the function prompt, type MPS and press the Enter key. 2. The Modify Printer Status (MPS) screen displays. 3. If necessary, type the selected printer number in the field and click the Display button or press the Pause key. The information fields for that printer will display on the window. 4. Press the Enter key to get to the field called Form Used In Printer. 5. Type BINL for printing bin labels or LAB1 for printing price stickers. 6. Click the Change button or press the F5 key prior to exiting this window. The printer will now be designated to print only these labels. 7. Once you are done printing the appropriate price/bin labels, you will need to come back to the MPS window and set this field back to blank (Standard Reports). Chapter 4: Inventory Maintenance 4-61

62 Printing Item Price Labels (RLA) Path: Eagle Browser / Reports Menu / Inventory Reports / Item Price Labels (RLA) The Item Price Labels Report (RLA) prints price labels from the Inventory File, the Price Change File, the Purchasing File, or the Transfer file (Multistore only). You can print price labels on a standard report printer, or if you have purchased Windows Labels or Labelworks, you can print them on your PC's laser printer. If you're using an Activant report printer, make sure the printer's settings are set up correctly for printing price labels. See Modify Printer Status (MPS) on the previous page. 1. File to Use Area File To Use field: Click on selection 2 for Price Change File. 2. Print Setup Area Print To field: Under Printer Options field: Standard Options field: Leave on default P for Printer Only. The printer number and number of copies defaults appropriately. Defaults to 3 (for number of test rows to print for alignment purposes). 3. Options Area Label to Use field: Quantity Type field: Number to Print field: Price to Print field: Name to Print field: Select your correct label size. Defaults to N, so you can choose the number of labels to print (in the next field). Use the other options here ONLY if your quantities on hand / on order are accurate! Ties to the default of N in the above field. How many labels do you want for each item? Select your choice; however R (Retail) is defaulted (and recommended). Type a short abbreviation to represent your store name as an identifier on the labels. For example, JTV for Jim's True Value Chapter 4: Inventory Maintenance

63 Line 3 Contents field: UPC Coded Items field: D (defaulted) is recommended to print by Department/Location. Blank is defaulted for ALL items (recommended), but you may also choose to print only those with or without UPC Codes. SKU Chars on Line 2 field: Leave default of 6. Include Q & Z Labels field: If you answer Yes in this field, it means a price will print on price or bin labels, even if the Print Labels field in Inventory Maintenance is Q or Z (typically representing items marked to print price/bin labels without a price). 4. From / To Area Store field: Print Sequence field: From and To range fields: Defaults to store number. 3 is recommended (if you have locations set up). You may now select a Date Effective in the From and To range fields. Please note that this would typically match the Date Effective of the price changes you just edited in the Item Price Change File (IPC). Otherwise, leave the fields blank to print the entire price changes from the Item Price Change File (IPC). 5. Code Selection Click on Code Selection in the left column only if you wish to include/exclude specific store defined User Codes from the Inventory Maintenance File. 6. Click the Run button or press the F4 key to send this report to the printer. 7. Be sure to go back to Modify Printer Status (MPS) and change the Form Used in Printer back to blank for all standard reports! Chapter 4: Inventory Maintenance 4-63

64 Printing Item Bin Labels (RBL) Path: Eagle Browser / Reports Menu / Inventory Reports / Item Bin Labels (RBL) The Item Bin Labels Report (RBL) prints price labels from the Inventory File, the Price Change File, the Purchasing File, or the Transfer file (Multistore only). You can print price labels on a standard report printer, or if you have purchased Windows Labels or Labelworks, you can print them on your PC's laser printer. If you're using an Activant report printer, make sure the printer's settings are set up correctly for printing price labels. See Modify Printer Status (MPS) on the previous page. 1. File to Use Area File To Use field: Click on selection 2 for Price Change File. 2. Print Setup Area Print To field: Under Printer Options field: Standard Options field: Leave on default P for Printer Only. The printer number and number of copies defaults appropriately. Defaults to 3 (for number of test rows to print for alignment purposes). 3. Options Area Label to Use field: Do one of the following: 1 = If you are printing bin labels with a standard Activant printer, leave the default of "Standard Labels." 2 = If you are printing laser labels using the Labelworks program, select "Generate File for Labelworks / Label Manager." 3 = If you are printing laser labels using the Printware program, select "Generate File for Printware." 4 = If you are printing laser labels using the Windows Labels program, select "Windows Labels" Chapter 4: Inventory Maintenance

65 Quantity Type field: Number to Print field: Price to Print field: Defaults to N, so you can choose how many labels print (in the next field) Ties to the default of N in the above field. How many labels do you want for each item? Defaults to blank for No Price, but you may also select Retail, List, or both. 4. From / To Area Store field: Print Sequence field: From and To range fields: Defaults to store number. 3 is recommended (if you have locations set up). You may now select a Date Effective in the From and To range fields. Please note that this would typically match the Date Effective of the price changes you just edited in the Item Price Change File (IPC). Otherwise, leave the fields blank to print the entire price changes from the Item Price Change File (IPC). 5. Code Selection Click on Code Selection in the left column only if you wish to include/exclude specific store defined User Codes from the Inventory Maintenance File. 6. Click the Run button or press the F4 key to send this report to the printer. 7. Be sure to go back to Modify Printer Status (MPS) and change the Form Used in Printer back to blank for all standard reports! Chapter 4: Inventory Maintenance 4-65

66 FINALIZING THE ITEM PRICE CHANGE FILE Path: Eagle Browser / Reports Menu / Inventory Reports / Price Changes (RPC) 8. Print Setup Area Print To field: Set to N for "No Output". This simply means that the price changes will be updated per the dictates of the window, but no follow up report will spool/print. If selected, no other options need to be designated on this window. 9. Options Area Options field: Delete Older Than Days Click the checkbox next to F for Update Inventory Prices from Price Change File. Important! Set this field to 99 if you do not want the system to automatically delete any old price changes in the Item Price Change File (IPC). Otherwise, any price changes that are outside the From/To range that you specify will be automatically deleted if they are older than this number of days (based on the "Date Effective" field in IPC). 10. From/To Area Store field: Print Sequence field: Subtotals field: From/To range field: Defaults to the store number. The default is 1, but there are four options available here, dependent on the Options selected on the previous window. For example, if Option A or B is selected, the printing sequence will differ accordingly. Select the printing sequence appropriate for your needs. N Do not Print Subtotals You may select a specific "Date Effective" in the From/To range on the lower half of the window, or leave it blank to update all of the price changes in the Item Price Change File (IPC). (Continued) 4-66 Chapter 4: Inventory Maintenance

67 11. Code Selection Area Generally, no codes need to be selected here unless your store has outlined specific User Codes in Inventory Maintenance to be included or excluded during a price update. 12. PC Options 1 through 5 Area PC Options 1 through 5 are only used if you are working with a selected range of price changes, for example; creating your own price change file for a selected Vendor. 13. Fax Setup Area Fax Setup in the left column is reserved only for those stores who have purchased this software. 14. Click the Run button or press the F4 key to run this report. Chapter 4: Inventory Maintenance 4-67

68 CREATING A PRICE CHANGE FILE FOR THE LDT Use these steps to create a price change file featuring only those items whose retail price has changed. 1. Run the Price Change Report Path: Eagle Browser / Reports Menu / Inventory Reports / Price Changes (RPC) 15. Print Setup Area Print To field: Set to N for "No Output". No other options need to be designated on this window. Price changes will be updated per the dictates of the window, but no follow up report will spool/print. 16. Options Area Options field: Delete Older Than Days Click the checkbox next to C for Finalize Costs Only. Important! Set this field to 99 if you do not want the system to automatically delete any old price changes in the Item Price Change File (IPC). 17. From/To Area Store field: Defaults to the store number. Print Sequence field: The default is 1. Subtotals field: Set to N for Do not Print Subtotals. 18. Code Selection Area Generally, no codes need to be selected here for this application. 19. PC Options 1 through 5 Area PC Options 1 through 5 do not need to be selected here for this application. 20. Fax Setup Area Not applicable for this application. 21. Click the Run button or press the F4 key to run this report Chapter 4: Inventory Maintenance

69 2. Select the Items Whose Price has Changed Path: Eagle Browser / Inventory Menu / Item Price Changes (IPC) In this case, when you display the Item Price Changes grid, you will notice that the New Retail column and the Current Retail column will contain the same prices. 22. Click the Display button or press the F6 key at the blank window to view the entire Item Price Change file. 23. For a more specific list, you may select a price change file from the Date Effective field. The use of the term, Date Effective, does NOT indicate the date that the price changes will become effective on the system. It simply implies a File Date, or the date that the price file was downloaded into the system. 24. You should only perform changes (if any) to the New Retail column. Highlight the New Retail price to be changed and type in the new price. 25. Click the Change button or press the F5 key to save any changes you make to this window. 26. Now, we need to delete those Retail prices that are not affected by this procedure. 27. Right-click at the top of the New Retail column. A window appears with a list of options. 28. Click on the Filter On New Retail selection. The Filter on New Retail window opens. 29. In the left window of options, click on is Less Than Or Equal To. 30. In the right window, type in the number zero (0). 31. Click the Apply Filter button. After sorting through the file, the screen will now display only those items whose New Retail column is blank. All other rows will be hidden. 32. Right-click at the top of the check boxes column (generally in the left column) and Select All Visible Rows. 33. Once all the check boxes have been checked off, click the Delete button on the Tool Bar or press the F10 key. A warning window opens. 34. Answer Yes to the question to delete the selected rows. This eliminates all the items whose cost got updated, but did not require any Retail Price change. 35. Click the Clear button on the Tool Bar or press the F12 key to clear the grid. 36. Click the Display button or press the F6 key to display only those items with actual price changes. Chapter 4: Inventory Maintenance 4-69

70 3. Create Unity Inventory Database File Path: Eagle Browser / Reports Menu / Inventory Reports / Create Unity Inventory Database (UCID) This process will give you the capability to take retail changes from your Price Change file (IPC) and update the items on the sales floor with the new retail. The Create Unity Inventory Database file is created from your Item Price Changes (IPC). This file needs to be created before updating your price changes on your item file. 1. On the Create Unity Inventory Database window, in the Options area, use these selections. Store field: Select Source field Use Expanded SKU field Lower half of Options area Use the default setting. Select P to create a Price Change File. Use the default setting of N for only allowing 6-digit numeric SKU s. Should be left blank for this file build. 2. From / To area The From/To area allows you select from a variety of parameters. We recommend that you leave the selections blank. 3. Codes Selection area The Codes tab allows you to select codes as a parameter for your file. We recommend that you leave the selections blank. 4. Click the Run button on the Tool Bar or press F4 key to run the Report. 5. Do not open the shortcut on your desktop until the file has been completed. This will result in an error message. 6. To monitor this process: Click on the System Management Menu / Report Queue Maintenance. 7. Check the column called Running. When the report has finished, the Running field will empty Chapter 4: Inventory Maintenance

71 Run the Price Change Report (optional) If you would like a printed version of this altered Price Change file, run the RPC report without selecting any options. Path: Eagle Browser / Reports Menu / Inventory Reports / Price Changes (RPC) 1. Print Setup Area Print To field: Set to S for "Spooler Only". Or Set to P for Printer Only. No other options need to be designated on this window. 2. Options Area Delete Older Than Days Important! Set this field to 99 if you do not want the system to automatically delete any old price changes in the Item Price Change File (IPC). Otherwise, any price changes that are outside the From/To range that you specify will be automatically deleted if they are older than this number of days (based on the "Date Effective" field in IPC). No other options need to be selected here for this application. 3. From/To Area Store field: Defaults to the store number. Print Sequence field: The default is 1. Subtotals field: Set to N for Do not Print Subtotals. 4. Code Selection Area Generally, no codes need to be selected here for this application. 5. PC Options 1 through 5 Area PC Options 1 through 5 do not need to be selected here for this application. 6. Fax Setup Area Not applicable for this application. 7. Click the Run button or press the F4 key to run this report. Chapter 4: Inventory Maintenance 4-71

72 4. Downloading the Price Change File to the LDT Path: Desktop / LDT Menu shortcut Every time a new price change file has been created using Create Unity Inventory Database (UCID), the price change file needs to be downloaded to the workstation that the LDT/PDT is connected to so the price change file can then be downloaded to the LDT/PDT. 8. Make sure the LDT/PDT is in its cradle and connected to the Workstation. 9. On the Workstation, on your Windows Desktop, double-click on the shortcut icon LDT Menu. The Handheld - TruServ Symbol LDT/PDT window opens. 10. You should get a message saying that the Price Change file is not on the PC. Make sure the checkbox next to Pricing file is checked. 11. Click on the OK button. A progress window may open on the Workstation. The download time will vary based on your criteria selected in the UCID application. 12. When the progress window closes, the Price Change file will have been downloaded to the Workstation. 13. Click on the OK button. The Workstation prepares the inventory file for transfer. 14. The window refreshes to display four options. Click on option 2 to Download files to the TruServ Symbol LDT/PDT. 15. The window refreshes to display the message: Initiate file transfers on the TruServ Symbol LDT/PDT. Another message may display indicating that the Workstation is Waiting for communication with the TruServ Symbol LDT/PDT. 16. On the LDT/PDT, from the TruServ Main Menu, press the number 2 button to Load Data to Scan. 17. The Load Data to Scanner menu displays. Press the number 3 button for Price Update. 18. A message will display: TRUSERV Receive Price Update Receive the Price Update File? Press Y or N. Press the Y button. 19. A message will display: TRUSERV RECEIVE PRICE UPDATE Press <ENTER> when ready to RECEIVE Data. Press the Enter button. 20. The Inventory file is downloaded to the LDT/PDT. A progress window may open on the Workstation. The download time will vary based on your criteria selected in the UCID application. 21. Once the process is complete, the LDT/PDT will return to the Load Data to Scanner Menu. 22. Press the letter E button on the LDT/PDT to return to the Truserv Main Menu Chapter 4: Inventory Maintenance

73 5. Applying Price Changes The LDT will have only Retail changes from your IPC file. The gun will prompt you with the first item in item number/sku order if the Auto Print is turned on. Otherwise, you will want to have a copy of your retail changes to know what items will need updated labels. 23. On the LDT/PDT, From the TruServ Main Menu, Click Option 1 to Begin Using. 24. The Select Applications Menu displays. Press the number 6 button for Price Update. 25. The Price Update screen displays. Press the number 1 button to Start Labeling. 26. The LDT will prompt you with the first item s retail change from the price file. You will need to press the letter P to print. 27. The LDT will continue through the changes until it reaches: The end of the file if you are using auto print option 2 on the LDT gun. If option 2 is off, then you will need to input the item number so it will display and allow you to print a bin label. Chapter 4: Inventory Maintenance 4-73

74 6. Finalize the Price Changes Path: Eagle Browser / Reports Menu / Inventory Reports / Price Changes (RPC) When finished modifying the shelf stock and/or printing new bin labels, run RPC using Option F to Update the Inventory Prices from the Price Change file. This process will sync the Inventory File with the new shelf pricing. 1. Print Setup Area Print To field: Set to N for "No Output". No other options need to be designated on this window. Price changes will be updated per the dictates of the window, but no follow up report will spool/print. 2. Options Area Options field: Click the checkbox next to F for Update the Inventory Prices from the Price Change file. 3. From/To Area Store field: Defaults to the store number. Print Sequence field: The default is 1. Subtotals field: Set to N for Do not Print Subtotals. 4. Code Selection Area Generally, no codes need to be selected here for this application. 5. PC Options 1 through 5 Area PC Options 1 through 5 do not need to be selected here for this application. 6. Fax Setup Area Not applicable for this application. 7. Click the Run button or press the F4 key to run this report Chapter 4: Inventory Maintenance

75 PROMOTIONS True Value Promotional Files (for ordering and promotional pricing purposes) will be downloaded into your Unity system on a regular basis. This download is typically set up as an automated weekly process. The individual store has the ability to select specific promotional pricing files to be activated in the system. These promotion files are stored in an area called Modify Item Promotion File. (MIP) The information that follows is what is required of the individual store to manually select the appropriate promotional pricing files and the review, edit and application of those files to the store's system. PROMOTION PRICING REPORT (REPM) Path: Eagle Browser / TruServ Telecommunications Menu / Promotion Pricing Report (REPM) Use this report to select True Value Promotional Files (one at a time) to move them to the Modify Item Promotion File (MIP). 1. Print Setup Area Print To field: Select option "A" to Spool first, then print. 2. Options Area Options field: Flyer Inserts field: Exclude Flyer Inserts field: Select A for Add Even If Vendor Mismatch. Enter the Flyer Insert section(s) you are participating in (by Alpha code). Select "I" to INCLUDE Flyer Inserts. 3. From/To Area Click on the down arrow key for the Direct Mail / Sequence # box. Click on an upcoming Promotion that you will be participating in. 4. Click the Run button or press the F4 key to move this promotion to the Modify Item Promotion File (MIP). Chapter 4: Inventory Maintenance 4-75

76 MODIFY ITEM PROMOTION FILE (MIP) Path: Eagle Browser / Inventory Menu / Modify Item Promotions (MIP) At the Type field, select the promotion from the drop down list that you would like to review, edit or modify. Click the Display button or press the F6 key. The grid will populate with the items in the specific promotion. If changes need to be made to an existing promotion file, then you need to display the checkboxes. 1. If there are no checkboxes showing in a column on the far left side of the viewer, then right-click your mouse on the column header row. 2. In the popup window, left click on the option to Check Boxes. 3. The checkbox column displays. Changing the Start / End Date of a Promotion 1. Display the appropriate promotion in the grid. 2. Right-Click over the check box column on the far left of the grid. 3. In the popup window, left click on the option to Load and Select All. This will load and place a check mark in every box Chapter 4: Inventory Maintenance

77 4. Click the Misc. button on the Tool Bar or press the Minus key on the Keypad. 5. From the popup window, Select 1 to Make global changes to promotions in the grid. 6. The Change Item Promotions window opens. 7. Fill in the new Start Date field and/or End Date field. 8. Click the OK button or press the Enter key. 9. The change is then populated on the promotion grid. 10. Click the Change button or press the F5 key to finalize the changes made to the promotion grid. Deleting Promotion Items 1. Display the appropriate promotion in the grid. 2. Find the item(s) that you would like to delete from the promotion. You may sort the SKU column numerically by double-clicking the top of that column, or use the SKU field in the header to search for a specific SKU within the grid. 3. Click the check box in the far-left column of any items selected for deletion. This places a check mark in the box for each item. 4. Click the Delete button or press the F10 key to remove the item(s) from the grid. Chapter 4: Inventory Maintenance 4-77

78 Adding Promotion Items 1. Display the appropriate promotion in the grid. 2. Click the Add button on the Tool Bar or Press the F4 key. The Add Item Promotion window appears. 3. Fill in the blank fields, as follows: Multistore only field: At Promotion Type field: Start Date field: End Date field: SKU field: Promotion Price % off Retail $ off Retail Preserve price/percent/dollars off checkbox Promotion Code In the Store box, select a store or "All" stores. Leave at defaults Fill in the Start Date. Fill in the End Date. Type the SKU of the item you want to add to the Promotion file. Fill in the appropriate field. (Optional) If you are adding a group of items with the same sale price, click the checkbox "Preserve price/percent/dollars off" so you will not have to re-enter the sale price on subsequent entries. (Optional) Enter a promotion code. 4. Click the OK button or press the Enter key to add the item to the promotion grid. 5. Click the Cancel button when are done adding items to the promotion grid. 6. Click the Change button or press the F5 key to finalize the changes made to the promotion grid. Note: These deletions, changes, or additions should made to a promotional file prior to its activation on the system. However, if the promotion file is currently active, you will need to run the Update Promotion Price Report (RUP) again to activate the deletions, changes, or additions you have made Chapter 4: Inventory Maintenance

79 Adding a Group of Items to the Promotion File Path: Eagle Browser / Inventory Menu / Modify Item Promotions (MIP) Use the following procedure to put individual items into a promotion file. These items might be unrelated to each other (no common department, vendor, etc.). You can assign a promotion price to each item or specify a percent or dollar off the regular retail price. These items are added individually by SKU to the Modify Item Promotion (MIP) File, then updated to the Inventory Maintenance File as a promotional group based on the start and end dates. 1. To illustrate the procedure, we will create an in-store promotion for items in the Bargain of the Month program. 2. At the blank grid, click the Add button or press the F4 key to begin adding individual items to a promotion. 3. The Add Item Promotion window opens. Type in the fields as follows: Store field: Promotion Type field: Start Date field: End Date field: SKU field: Promotion Price % Off Retail $ Off Retail Defaults to the store number. Assign your promotion a name, up to 8 alphanumeric characters. Type the starting date. Type the ending date. Type the appropriate SKU Select one field and fill in the amount. 4. Click the OK button or press the Enter key to apply this item to the promotion grid. 5. When the Add Item Promotion window opens back up, continue entering any additional SKUs. 6. When finished adding items, click the Cancel button. 7. When the Modify Item Promotion grid displays, click the Close button or press the ESC key. 8. The Update Promotion Price Report (RUP) will still need to process to activate / deactivate any manually created promotions. If this is already set up in a daily queue, this promotion will activate / deactivate according to the Start and End Dates you selected. Chapter 4: Inventory Maintenance 4-79

80 Adding a Range of Items to the Promotion File Path: Eagle Browser / Reports Menu / Inventory Reports / Modify Promotions Report (RPD) The Modify Promotions Report (RPD) can be used to add a range of items to the Modify Item Promotion File (MIP). This might include all the items within a certain Department, Class or Fine Line or all the items you order from a select vendor. 1. Update Types Area At the Update Types area, click on option 1 to Add items to Promotion File. 2. Print Setup Area Print To field: From the drop down list, Select an option to Spool, Print or both, depending on your needs. 3. Options Area Options field: Click the checkbox next to option F to Finalize additions to promo file. Select Option I only if you wish to include nondiscountable items in your promotion. Promotion Type field: Enter the promotion name (your choice, up to 8 alphanumeric characters). Example: You might type LABOR for a Labor Day promotion. Start Date field: End Date field: % Off Retail: $ Off Retail: Enter a Start Date for your promotion. Enter an End Date for your promotion. Select whether you wish to take a percent off retail or a dollar amount off retail and type in the amount into the appropriate field Chapter 4: Inventory Maintenance

81 4. From/To Area Store field: Print Sequence field: From/To range field: Defaults to the store number. Select the appropriate printing sequence for your needs. In the lower half of the window, fill in the appropriate fields for the promotion you wish to create. Example: If you want to create a promotion for all the items you order from a primary vendor, fill in the Primary Vendor From and To fields. You can also further customize your selection by combining ranges. Then, only the items from the ranges you specify will be added to the promotion file. 5. Code Selection Area Generally, no codes need to be selected here unless your store has outlined specific User Codes to be included or excluded during a promotion. 6. Fax Setup Area Fax Setup in the left column is reserved for those stores who have purchased this software. 7. Click the Run button or press the F4 key to run this report. 8. If you used Option F, the range of items will be added to the Modify Item Promotion (MIP) File. You may then proceed to edit the file there (if needed). 9. The Update Promotion Price Report (RUP) will still need to process to finalize this promotion to your Inventory Maintenance File, based on the start and end dates you selected. Chapter 4: Inventory Maintenance 4-81

82 FINALIZING ITEM PROMOTIONS This can be set up in a daily queue to process automatically to activate and deactivate promotions (it will need to run twice to perform both operations). Update Promotion Price Report (RUP) Path: Eagle Browser / Reports Menu / Inventory Reports / Update Promotion Price Report (RUP) 1. Print Setup Area Print To field: From the drop down list, select option N for "No Output". This simply means that the promotional price file selected will be updated per the dictates of the window, but no follow up report will spool/print. If "No Output" is selected, then no other options need to be designated on this window. 2. Options Area Options field: Click the checkbox next to F to Finalize Click the checkbox next to Y to Update Inventory Maintenance (IMU) with the lowest promo price from Modify Item Promotion File (MIP). 3. From/To Area Store field: Print Sequence field: Subtotals field: In the From/To range field: Defaults to the store number. Select the appropriate printing sequence for your needs. This selection will not matter if you selected "No Output" on the Print Setup window. Select N for Do not print Subtotals. On the lower half of the window, fill in the appropriate fields for the promotion you wish to update (Promo Type and Start Date are commonly used) Chapter 4: Inventory Maintenance

83 4. Fax Setup Area Fax Setup in the left column is reserved for those stores who have purchased this software. 5. Click the Run button or press the F4 key to run this report. Deleting Old / Unused Promotion Files Path: Eagle Browser / TruServ Telecommunications Menu / Delete Promotions 1. This procedure may be performed manually. 2. The Select Promotion to Delete window appears (as illustrated above). 3. From the Promotion field drop down list, select the appropriate promotional file (listed by sequence number and DM ID) that you wish to delete. 4. Click the OK button to delete the selected promotional file. 5. The Delete Successful pop-up box displays to confirm that the Promotion sequence number was deleted. 6. Click the OK button to return to the Select Promotion to Delete window. 7. You can only delete one promotional file at a time. 8. Click the Cancel button when you are finished deleting promotional files. Chapter 4: Inventory Maintenance 4-83