Stock Maintenance- General Information

General Information

This screen tab contains the general information about the stock item.

See Also

Stock Maintenance- Overview

Product Attributes

Use these check boxes to create a special type of item or special selling conditions for the item.

PRODUCT HAS SIZE/COLOR MATRIX - check this box to set up the product as the first product in a size color matrix. See Stock Maintenance- Using the Size/Color Matrix.

PRODUCT EXEMPT FROM INVOICING - check this box to charge the customer for the product without generating an invoice. Note: For Single Item Invoices Only.

PRODUCT EXEMPT FROM ALL DISCOUNTS - check this box to prevent discounts from being applied to this item. Please Note: this flag does not prevent discounts applied from a club membership or a breakout item.

PRODUCT CANNOT BE RETURNED - check this box to prevent this item from being returned without managerial approval. In the order, when the item is being returned, the user will receive a message asking for a manager's user name and password to override the non-returnable rule. Users with managerial access will simply receive a message asking if they wish to override the rule.

DON'T SHOW THIS ITEM IN ORDER LOOKUPS - check this box to prevent this item from appearing in stock item look ups. Useful for items that are no longer being sold, this option will still allow this item to appear in the Stock Item Maintenance search screen.

DON'T SHOW WHEN PURCHASING PRODUCTS - check this box to prevent this item from appearing in product lookups in the Order Product screen, thus preventing new purchase orders to be created for this item in M.O.M.

DON'T PRINT STOCK ID LABELS - check this box to prevent the printing of a stock ID label for this item after a purchase order is received for it. This will not prevent the label from printing in the Additional Stock ID Labels screen.

ALLOW DROP SHIPPING - check this box if the item is shipped for you by the item's supplier; i.e., you do not want to keep inventory on the item. Note: If an item is drop shipped, it cannot be composite or break-out and these check boxes are automatically disabled.

SERVICE - check this box if the item is a service item without any physical inventory. For example, an item that is an extra service on another item like engraving or monogramming. Note: Inventory on service items must be maintained just as if the item were a physical inventory item.

FRACTIONAL QUANTITIES - check this box if the item is sold in quantities other than whole numbers; e.g. 1.5 yards, 1.25 lbs, etc.

BREAK OUT ITEM - check this box if the item is a continuity program, payment plan, or other type of product that consists of other items with pre-scheduled shipment/invoicing dates. This box must be checked to enable the Break-out Item Tab Screen to be accessed. Note: If an item is a break-out item, it cannot be either drop-shipped or composite and these check boxes are automatically disabled.

COMPOSITE ITEM - check this box if the item is a "kit" or alias type item. This box must be checked to enable the Composite Item Tab Screen to be accessed. Note: If an item is a composite item, it cannot be either drop-shipped or break-out and these check boxes are automatically disabled.

GIFT CERTIFICATE - if the item is a gift certificate, check this box. M.O.M. handles the selling and redemption automatically based on unique and secure serial numbers assigned to each certificate when sold and redeemed.

CANNOT SELL ITEM - check this box if you still want to keep the product in your product list, but want to prevent the item from being sold. An order cannot be taken for the item in order entry, and it will not be included in the low level report or in the purchasing function. Note: This option will also prevent this item from being used as a part of a Breakout Item.

PRODUCT IS DISCONTINUED - check this box if the product is no longer available, but you still want to allow the remaining inventory to be sold. An order can still be taken for the item in order entry, but it will not be included in the low level report or in the purchasing function.

PRODUCT IS ASSEMBLED USING THE PRODUCT MANUFACTURING MODULE - check this box if the product needs to be manufactured using the Product Manufacturing Module. This will enable the Manufacturing tab where preset manufacturing stages and the necessary raw materials can be assigned to this item.

Product Codes

PRODUCT CLASSIFICATION CODE- a product type or product group code. When establishing codes, any Alpha, Numeric or Symbol (@, #, $, etc.) type keyboard character can be used. The code is used as a qualifier in various reports throughout M.O.M. as well as for look up of Stock Items. It is also used as a qualifier for target list creation in the optional List Management Module (LMM). Click on the drop down menu to view any previously entered classification codes.

UPC CODE- the Universal Product Code for the item. This code can be used to enter the item in Order Entry instead of the M.O.M. stock code for the item. Also, this entry is required if you intend to use a bar code scanner to read UPC codes from stock items in Order Entry or using the Point of Purchase Module.

ISBN/ALTERNATE ID- this is another code for the item that can be used to enter the item in Order Entry instead of the M.O.M. stock code. Book sellers typically want to use the International Standard Book Number (ISBN), but any alternate id may be entered here for the purposes of order entry.

Cross-Sell, Up-Sell, Substitute Items, Promote Items

To increase sales, you may want to have your order entry operator make alternative or additional product suggestions to your customers based on the entry of a certain stock item. There are three types of product selling tools that M.O.M. lets you set up for an item, each with their own special prompt in order entry.

• Substitute Item- an alternative item that is suggested whenever the item is unavailable.

• Up-Sell Item- an alternative item that is suggested because it is"better" than the item.

• Cross-Sell Item- one or more items that are suggested because they are "related" to the item as accessories or extra items.
• Promotional Item- an item that is free or specially discounted based on the purchase of the item(s).

To set up any one of these selling tools, use the pull-down menu to select "Add a New Selling Tool," and press the ADD button to display the Edit Cross-Sell, Up-Sell, Substitute, Promotional Item   screen. To edit an existing selling tool, use the pull-down menu to select the tool and press the EDIT button to display this same screen.

To set up a selling tools for all size/color variations, use the pull-down menu to select "Copy To All Size Color Variations," and press the COPY button.   You will be prompted to "Default  all size/color   variations to the selling tools," press the YES button to copy the selling tool.

NOTES TO OPERATOR- a note that is automatically displayed as an advisory to the order entry operator whenever this product is ordered. It is designed to serve as a reminder to the order entry person.

Tax Status

Sales tax classes are maintained using the Sales Tax Tables Maintenance function. Depending on your country, state, county and city/zip location, you may have product tax classes set up for one or more of these jurisdictions. Use the pull-down menus in this section to select a tax class (A-E) or tax exempt status for the product at one or more levels.

Weights/Shipping

There are two ways to calculate shipping cost for carriers in M.O.M. You can force each item to be weighed when it is packed or you can predefine the weight of the item in this screen to enable M.O.M. to figure out the cost for you based on what items are in what boxes.

PRODUCT SPECIFIC SHIPPING CHARGES- enter a special customer shipping premium for the item. The amount is added to any other shipping charge (except Source Code Flat Rate) that may apply to a particular order.

PRODUCT SHIPPING PREFERENCE- the preferred method of shipment for the item.  This shipping method will take precedence over any shipping method automatically entered by preferred defaults, such as customer preferred shipping method and user defined order entry preference unless the shipping method is manually changed within the order.

EXEMPT FROM SHIPPING CHARGES-   check this box to prevent this item from being charged the actual shipping charges set in the Shipping Method Maintenance screen.

ITEM PACKS ___ TO A BOX- check this box and enter the quantity of the item than can be packed in a box. At order entry, extra boxes for the order will be created automatically based on the quantity ordered and the number that are packed per box.

ITEM PACKS IN ___ BOXES- Used for a single item that is packaged in several boxes, check this option then click on the MAINTAIN BOX WEIGHT AND DIMENSIONS button to enter the dimensions of each box. Note: The weight and dimensions of each box cannot be changed during order processing. No other items can be packed in the boxes created by this feature.    In the Packer's Workstation, all of the boxes created by this feature must be packed simultaneously.

WEIGHT OF ITEM (IN POUNDS)- the on-shelf weight of the individual stock item. This figure is used to calculate shipping charges. Be sure to enter an exact figure with leading zeroes and decimal points. This figure is used by M.O.M. to calculate shipping cost for your carriers. You may want to add a small amount to allow for container weight.

PRODUCT REQUIRES WEIGHING AT PACKER'S WORKSTATION- check this box to force any/all orders with the stock item to be weighed before being shipped using the Packer's Workstation- Scan & Pack Screen to weigh the box with the item in it.

PRODUCT DIMENSIONS- enter the dimensions of your item and the its packaging if necessary. These dimensions will be used by UPS, FedEx, and DHL  to calculate the Oversize surcharges. Additional information about dimensions is located here.

Serial Information

SERIALIZED INVENTORY- check this box if the items are serialized and you want to track sales by serial number.

If your supplier provides the items to you with serial numbers on them, you can maintain the available serial numbers using the VIEW/EDIT button. Press VIEW/EDIT to display a screen that enables you to add or remove one or more serial numbers for the item. Every time you receive more items from the supplier, you should use this function to enter the new serial numbers that become available.

As an alternative, M.O.M. can automatically assign a serial number sequence based upon the first number you define for NEXT SERIAL NUMBER TO USE. This could be used if you put the serial numbers on the items as you package them.

Note: The serial number of any single item ordered by a customer can be changed in Order Entry and/or Order Review. Serial Numbers can be viewed as orders are packed using the Packer's Workstation- Scan & Pack Screen.