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Create and Maintain a Product

Complete the following procedure to add, clone, or modify a product.

1. Navigate to the Product Maintenance screen.

   1. Log In to the Data Center Application to display the Data Center Ribbon Menu.

   2. 

      Select Inventory Management > Product Maintenance from the ribbon menu to display the Product Maintenance screen.

   

2. Select onscreen options to determine which products are displayed on the screen:
   • Check the Click to show inactive products checkbox to display all active and inactive products.
   • Enter a string of characters in the Filter field and press the Enter key to allow only Descriptors that contain the string to be available in the Attributes section.
   • Click an Attribute heading to display its list of available Descriptor options.
   • Check a Descriptor checkbox to add it to the Selected item(s) list. (Uncheck a Descriptor checkbox in the Selected item(s) list to remove it.)
   • Click the Clear button to remove all Attributes and Descriptors from the Selected item(s) list.
   • Click the Submit button to apply the filters in the Selected item(s) list to the main screen.

3. Complete the following procedures as needed to manage product information:

   Add a Product	Click the Add Product button to display a blank Product Details window. Continue with the procedure below.
   Clone a Product	Check a product’s checkbox to select it. Click the Clone Product button to display a copy of the product’s Product Details window. Enter the UPC for the new (clone) product in the UPC field. Continue with the procedure below.
   Edit a Product	Click a product’s Edit button to display the product’s Product Details window. Continue with the procedure below.

   

4. Enter/edit Product information in the Product Info section:

   Note: Required fields and settings are displayed with red borders.

   Active	Check the checkbox to mark the item as active and make it available for search and selection in the Register application.
   Is Firearm	Check the checkbox to mark the item as a firearm.
   Serialized Non-Firearm	Check the checkbox to mark the item as a serial non-firearm and require a serial number to receive or sell it.
   Is Stock Item	Check the checkbox to mark the item as a physical item that can be inventoried and sold.
   Product UPC	Enter the product's UPC code.
   Manufacturer Ref #	Enter the manufacturer’s stock number for the item.
   Receipt Description	Enter a concise item description (30 characters maximum) to be shown on labels and customer receipts.
   Item Description	Enter a lengthy item description (80 characters maximum) to be shown on information screens in the Register application. Note: If an item has been automatically added to the system by a vendor, a description beginning with "AUTO" displays in this field. Feel free to remove the "AUTO" and modify the description as needed.
   Register Lookup Description	This field automatically populates for AcuSport items. The field may be left blank for Non-AcuSport items.
   Auto Replenishment	Select Y (yes) to let the system automatically order the item to maintain inventory levels (as defined by the Min Level and Max Level values). Select N (no) to retain standard ordering procedures for this item. Note: The Auto Replenishment feature is available only to AcuSport Exchange retailers.
   Min/Max Type	Select a min/max type (Suggested, Manual, or Automatic) to modify the product's Min/Max Type designation on the Inventory Level screen.
   Current Min Level	Enter/edit a value to modify the product's Current Min value on the Inventory Level screen. If the item's inventory level drops below the minimum, the system can calculate the number of items needed to restock the item to the Max Level value. For example, after a big sale, an item having a Min Level of 3 and a Max Level of 10 has only 2 items remaining in inventory. The system recognizes that inventory is below the minimum level and calculates that 8 (10-2) need to be ordered to bring the item inventory to the maximum level. Note: If an item's Min Level is set to 0, the Auto Replenishment feature will not order it. If Auto Replenishment is activated for the item, the system automatically recognizes these shortages and orders items accordingly. Min/Max calculations are also used to generate suggested ordering quantities when manually creating a vendor-specific purchase order. Refer to Create a Vendor Purchase Order for more information.
   Current Max Level	Enter/edit a value to modify the product's Current Max value on the Inventory Level screen.
   Suggested Min Level	The field displays the product's Suggested Min value as shown on the Inventory Level screen.
   Suggested Max Level	The field displays the product's Suggested Max value as shown on the Inventory Level screen.
   ID Age	Enter the minimum age (in years) a customer must be to purchase the product. (If the product has no age requirement, leave the field blank.) Refer to Bulk Edit a Group of Products for information on setting this value for an entire group of products (i.e., firearms, ammunition, etc.).
   Retail Price	Enter/edit the standard price for the item as needed. Note: If no price is entered, the item will ring up for $0.00 in the Register application.
   Last Cost	Edit the last cost for the item as needed. Note: If the item is a firearm, this field may not be edited.
   Avg Cost	Edit the average cost for the item as needed. Note: If the item is a firearm, this field may not be edited.
   QoH	The field displays the product's quantity on hand.
   Adjust QoH	Edit the quantity on hand for the item as needed. Note: The Adjust QoH field should not be used with firearms or serialized nonfirearm items. Note: If an item's QoH is a negative number, the Auto Replenishment feature will not order it.
   On Order	The field displays the quantity of the product that is on order.
   Excluded On Order	The field displays the quantity of the product that is on order but is not included in QoH calculations.
   Committed	The field displays the quantity of the product that has been committed for use outside of inventory (i.e., reserved for a customer, designated a rental item, etc.).

5. Complete the Product Tax Info section to apply tax types to the item:

   1. Select the appropriate tax for the item from the drop-down field.

      Note: If the required tax type is not available, complete Manage Tax Types to create it.

   2. Click the Add Product Tax button to display the selected tax in the list.
   3. Repeat as needed to add additional taxes.
6. Complete the Product Attribute Descriptor section:

   1. Complete either of these procedures to select an attribute:

      • Select the desired attribute from the first Add/Edit Attribute Descriptor drop-down field.

      • Enter the name of a new attribute in the first Add/Edit Attribute Descriptor field.

        Note: A user must be granted the IMAddAttribute permission to add a new attribute.
        Be sure to spell and capitalize the attribute name correctly as it cannot be edited after entry.

   2. Complete either of these to select a descriptor:

      • Select the desired descriptor from the second Add/Edit Attribute Descriptor drop-down field.

      • Enter the name of a new descriptor in the second Add/Edit Attribute Descriptor field.

        Note: A user must be granted the IMAddAttribute permission to add a new descriptor. Be sure to spell and capitalize the descriptor name correctly as it cannot be edited after entry.

   3. Click the Update A/D button to display the selected attribute/descriptor combination in the list.

   4. Repeat as needed to add additional attribute/descriptor combinations.

      Note: A descriptor must be selected for each mandatory attribute. Refer to Manage Mandatory Attributes for more information.

7. Complete the Product Image section:
   • To add an image of the product to the Quick Picks screen,
     1. Click the Select Image button under the Quick Pick Image field to display an Open window.
     2. Browse to the desired location and double-click the appropriate file (.png or .jpg format) to display it in the Quick Pick Image field.
   • To add an image of the product to the Register Lookup screen,
     1. Click the Select Image button under the Register Lookup Image field to display an Open window.
     2. Browse to the desired location and double-click the appropriate file (.png or .jpg format) to display it in the Register Lookup Image field.
8. Complete the Web Info section:

   1. Check the Is Web checkbox to permit the product information to be available through the web portal. (Uncheck the box to remove this permission for the product.)

   2. If appropriate, enter the product's web-specific price in the Web Price field.
9. Complete the Product Price Info section:

   1. Select a price type from the drop-down (first) field.

      Note: If the required price type is not available, refer to Manage Price Types to create it.

   2. Enter a price in the second field.
   3. Click the Add/Update Product Price button to display the price in the list..
   4. Repeat as needed to add additional price types.

10. If desired, click the Vendor Product tab to display it and complete any of the following procedures:

    Note: This tab is disabled when a new product is being created (i.e., added, cloned) or received.

    

    Add a Vendor Product Detail Record for this UPC	Click the Add button to display the UPC's Vendor Product Detail window. Enter/edit the information in the fields: Vendor Select a vendor from the drop-down. Vendor Part # Enter the vendor’s part number for the product. Catalog Cost Enter the product’s cost from the vendor’s catalog. Vendor Priority Select the vendor’s relative rank (1-5) among possible vendors of this product from the drop-down. Sell Pack Enter the minimum number (generally 1) of the product that can be purchased. Click the Submit button to create a vendor part number for the product.
    Delete a Vendor Product Detail Record for this UPC	Check a Vendor Product Detail record’s checkbox to select it. Click the Delete button to display a deletion confirmation window. Click the OK button to close the window and remove the record from the screen.
    Control the Behavior of this UPC's Vendor Product Detail Window	Check/uncheck the Disable Vendor Product Details Pop-up for this product checkbox as desired: Check the checkbox to prevent the window from displaying in the future. Uncheck the checkbox to allow the window to display in the future.

11. If desired, click the Sales Analysis tab to display it and complete any of the following procedures:

    

    Display Case UPC or Unit UPC Data	If the tab displays a Case UPC field, click the field to display the Sales Analysis tab for the associated case UPC. If the tab displays a Unit UPC field, click the field to display the Sales Analysis tab for the associated unit UPC.
    Adjust Lead Time	Enter/edit the value in the Lead Time (Days) field to display its effect on calculations. Note: This adjustment is only temporary. To change the value permanently, modify the value of the Lead Time Days field on the vendor's Vendor Information for screen. Refer to Manage Vendor Records for more information.
    Modify Min/Max Levels	Enter/edit the value in the MIN field to update the product's Current Min value on the Inventory Level screen. Enter/edit the value in the MAX field to update the product's Current Max value on the Inventory Level screen.

12. Click the Submit button to add/update the product on the Product Maintenance screen.
13. Click the tab's Close button to close the screen.