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 |
|---|---|---|
| Group By | Category | Ascending |
| 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
| Field | Setting | Description |
|---|---|---|
| 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
| Field | Setting | Description |
|---|---|---|
| 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
Comments
0 comments
Please sign in to leave a comment.