Updating Organise Product Settings
Go to any of the following pages:
- Input Stock Count
- Create a New Order
- Create Site Transfer or Requisition
- Manage Products
|Fig 01 - Input Closing Stock Page||Fig 02 - New Order Page|
|Fig 03 - Transfer Page||Fig 04 - Manage Products Page|
- Whilst on any of these pages look for and click the ‘Organise’  icon.
|Fig 05 - Recommended Product Group & Sort By Settings|
- The two fields of note for the purposes of this document are the ‘Group By’ & ‘Sort By’ fields.
- The key is to ensure that users who work together have the same settings for each field.
- The settings below are recommended (as in Fig 5 above):
|Field||Setting||Ascending or Descending|
|Sort By||Product Name||Ascending|
Table 01 - Recommended Settings
Note: The above are recommended settings for users however there may be a need to user different settings to suit a particular setup. For example cellar users may find it more convenient to group by origin and sort by vintage or bin #.
Field Setting Descriptions
|Group By||Origin||The country of origin set up against the product.|
|Category||Grouped by the Cost Centre then Item Type then Category of the product. [Recommended]|
|Supplier(s)||By the main supplier of that product on that particular site|
|--None--||No set grouping applied.|
Table 02 - Group By Field Settings Descriptions
|Sort By||Product Name||The name of the product. [Recommended]|
|Vintage||The vintage (if any) setup against the product. [Useful for cellar managers and staff]|
|Bin#||The bin number setup against the product, this is the location of the item in the cellar. [Useful for cellar managers and staff]|
|PLU#||Sort by the product’s main PLU number. [Single site customers only]|
|Cost Price||The cost price of main supplier of the product on that particular site.|
|Sales Price||Sort by the sales price of the product’s main PLU. [Single site customers only]|
|--None--||No set sorting applied.|
Table 03 - Sort By Field Settings Descriptions