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1 Item Overview

Merchandising is usually the master of all items for a retail organization. It manages the creation and maintenance of items, as well as the communication of these items to other dependent solutions. The Merchandising item structure is very flexible in order to support items from all retail verticals, including soft-lines, hard-lines, grocery, and so on. The item hierarchy can support up to three levels, with one level being designated as the level at which transactions and inventory occur. For example, a fashion item may use all three levels to represent style, SKU, and barcode; whereas a grocery item may use only two - one to represent the SKU and one to represent the barcode. In addition, ownership type of an item can also be specified as owned, consignment or concession based on the terms with a supplier at the location level.

Merchandising also supports the creation of multiple types of items, which are described below:

Regular Items: this is the most common type of item as it can be used to represent sellable and orderable items across verticals. For soft-lines, regular items are associated with differentiators to represent the colors and sizes that styles are available in. Differentiators can be associated with items in other retail verticals as well to represent other item characteristics such as flavor or scent.

Pack Items: A pack is a way of tracking multiple component items under one item number. Merchandising supports two types of packs - simple and complex. A simple pack contains multiples of one component item, whereas a complex pack can contain many different component items. Simple packs are always orderable and may also be created as sellable. Complex packs can be sellable, orderable, or both.

Deposit Items: a deposit item is an item that has a portion which is returnable by the customer after it has been sold to the customer. A deposit is taken from the customer for the returnable portion. In Merchandising, deposit items are tracked under multiple component items representing the containers, the contents, the returned item, and optionally a crate item. Usually a pack items is created to manage the combination of products together through the supply chain.

Transformable Items: a transformable item is an item that can be ordered as one item and then transformed into multiple sellable components. For example, a cheese wheel may be purchased from the supplier, but cut up into smaller pieces to be sold to customers. There are two types of transformable items that can be created - the orderable component and the sellable component.

This guide includes the following topics to help you understand and manage items:

Create an Item
View Item Details
Add Suppliers
Item Supplier Countries
Item Bracket Costing
Add Countries of Manufacture
Add Supplier Units of Measure
Add Country and Zone Expenses
Viewing an Item Supplier Country List
• Define Initial Prices
Item Locations
Add Up Charges
• Create Children Page
Item Children
• With Diffs • Review Approval Errors
Item Location Traits
Simple Pack Set Up
• Pack Item Detail • Item Transformation • Define Substitute Items • Add User Defined Attributes • Add Related Selling Items • Define Import Attributes • Eligible Tariff Treatments
Item HTS
• Define VAT Rates • Add Seasons and Phases • Add Tickets • Add Images • View Open Orders • Managing an Item • Managing Item Locations • Download from Staging • Download from Merchandising • Upload from Staging • Upload from a File • Update Staged Diffs • Manage Pack Templates • View Packs • Request Tickets • Items by User Defined Attribute • Scheduled Item Maintenance • Creating a Product Restriction • Managing Product Restrictions

Item Types

Items can be grouped into a one, two, or three level hierarchy. The naming conventions for the three item levels may vary by organization, but they are referred to here as item levels 1, 2, and 3. All item hierarchies begin at item level 1. The item level names in the System Options screen can be customized. Refer to the ADF Customization Whitepaper for more information.

Note

Throughout this guide you will see these levels referred to with the names, Style, SKU, and Reference Item respectively.

After creating a level 1 item, you can create level 2 as child for level 1 item. If a third level is desired, you can create level 3 item as child for level 2 item.

Regular Item

This section describes the regular item.

Item Groups

An item group is an item hierarchy in which an item is broken into levels. The entire set of items (level 1 - 3) is an item group. The item is broken down in to factors which allow it to be distinguished from the more generic item.

After you have defined the item structure, you must add a supplier to the item, determine item cost, and assign the item to a location.

Diffs

A differentiator (diff) is a characteristic that can be used to make items distinct from one another. You can add levels to an item group if you identify a set of diffs or diff groups. Each unique diff or combination of diffs creates a new level in the item group. If you choose not to use diffs, you can manually create item levels.

Once you have selected the diffs, you can create all of the items for that item level, through Merchandising.

Packs

A pack is a way of tracking multiple items under one item number. The Pack Item Overview contains additional information on simple and complex packs.

Simple Pack

A simple pack contains multiples of one component item.

Complex Pack

A complex pack contains different multiple component items.

Deposit Items

A deposit item is an item that has a portion which is returnable by the customer after it has been sold to the customer. A deposit is taken from the customer for the returnable portion. A deposit item is broken into the components of the item, and each item is tracked separately in Merchandising.

Deposit Contents Item: The item that is sold to the customer.
Deposit Container Item: The item for which the deposit is taken. The deposit container item holds the deposit contents item.
Deposit Crate Item: The item which holds the container and contents items.
Deposit Returned Item: The item that is returned to the retailer by the customer and for which the deposit is returned to the customer.

Deposit items can be maintained as a complex pack or a single item. Maintaining the deposit items as a complex pack ensures the appropriate components are grouped together and facilitates ordering. If you maintain the deposit items individually, you must associate the item with the appropriate container item.

Transformable Items

A transformable item is an item that can be ordered as one item and broken into smaller items. The smaller items can then be resold in the store. There are two types of transformable items:

Transformed Orderable: The item is ordered from the supplier in one form, but changed by the retailer and sold to the customer in a different form.
Transformed Sellable: The item that is sold to the customer. A transformed sellable item is different from the item ordered from the supplier, it is then broken or modified before selling.

Create an Item

To create an item:

1. From the Tasks menu, select Items > Create Item . The Create Item page appears.

4. In the Class field, enter the ID of the class for the new item, select the class, or search and select the class. You must select a department before you can select a class.

5. In the Subclass field, enter the ID of the subclass for the new item, select the subclass, or search and select the subclass. You must select a department and class before you can select a subclass.

6. Select the item type indicators:

Sellable : Select this check box to indicate the item is sellable and will be sent to the selling systems (e.g. POS, OMS).
Orderable : Select this check box to indicate the item can be ordered, set up, set up on replenishment, and to set up HTS and expenses.
Inventoried : Select this check box to track inventory and to have stock on hold in Merchandising.
Catch Weight : The Catch Weight functionality allows items that may be purchased and sold in varying weights to be better managed within Merchandising. The Catch Weight items are weighed at the receiving location.

Note

The indicators that you select for the Level 1 item will be applied to all items in the item group and cannot be changed.

7. In the Transactional Level field, select the transaction level for the item.

8. In the Item Number Type field, select the type of item number that you want to associate with the item.

9. The Item field is the unique number used to identify the product.

10. In the Descriptions area:

a. In the Description field, enter the description of the item.
b. In the Short field, populates with the item description.
c. In the Secondary field, enter alternate description of an item. This field can be used to enter the item description used by the supplier.

11. Then choose one of the following options.

Click OK . The Item page appears.

For more information about this page, see the Item Page section.

Click Cancel to reject all entries close the page.

Creating a One Level Item

To create a one level item, follow the steps below.

1. From the Tasks menu, select Items > Create Item . The Create Item page appears.

2. In the Type field, select Regular Item.

3. Select the item type indicators:

Sellable : Select this check box to indicate the item is sellable and will be sent to the selling systems (e.g. POS, OMS).
Orderable : Select this check box to indicate the item can be ordered, set up, set up on replenishment, and to set up HTS and expenses.
Inventoried : Select this check box to track inventory and to have stock on hold in Merchandising.

Note

Items that are sellable and non-orderable can also be set as inventoried. For example, food items produced in the store.

Catch Weight : The Catch Weight functionality allows items that may be purchased and sold in varying weights to be better managed within Merchandising. The Catch Weight items are weighed at the receiving location.

Note

The indicators that you select for the Level 1 item will be applied to all items in the item group and cannot be changed.

4. In the Department, Class, and Subclass fields, enter, select or search for the IDs of the merchandise hierarchy.

5. In the Transaction Level field, select transaction level 1.

6. In the Number Type field, select the type of item number that you want to associate with the item.

Note

If you select Oracle Retail Item Number or UPC-A in the Type field, the item number is automatically added. If you select EAN/UCC-13, you can automatically generate the EAN number by clicking Generate . If you select Manual, the description field accepts alphabetic text and does not validate digit, length, or characters. It is a 12-digit number starting with 3 that includes check digit validation.

7. In the Description and Short field, enter a description for the item.

8. Click OK . The Item page appears.

For more information about the Item page, see the Item Page section.

9. Add the cost zone group.

Go to the Cost and Price section. In the Cost Zone Group field, enter, select or search for the cost zone group.

10. Add the attributes for the item.

In the Attributes section, enter, select or search for the attributes as necessary. For more information about attributes, see the Attributes section.

11. Add a supplier and a sourcing country for the item.

Select More Actions > Suppliers . The Item Supplier page appears. For more information about this page, see the Add Suppliers section.

Add a supplier by selecting Actions > Add , or using the Add icon
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- Add a sourcing country for the supplier of the item by select Actions > Countries of Souring , or by clicking the Country of Sourcing button.

12. Edit the retail price of the item.

Select More Actions > Retail by Zone . The Retail by Zone page appears. For more information about this page, see the Define Initial Prices section.

13. Save you entries.

Creating a Two Level Item without Diffs

To create a two level item without diffs, follow the steps below.

1. From the Tasks menu, select Items > Create Item . The Create Item page appears.

2. In the Type field, select Regular Item.

3. Select the item type indicators:

Sellable : Select this check box to indicate the item is sellable and will be sent to the selling systems (e.g. POS, OMS).
Orderable : Select this check box to indicate the item can be ordered, set up, set up on replenishment, and to set up HTS and expenses.
Inventoried : Select this check box to track inventory and to have stock on hold in Merchandising.

Note

Items that are sellable and non-orderable can also be set as inventoried. For example, food items produced in the store.

Catch Weight : The Catch Weight functionality allows items that may be purchased and sold in varying weights to be better managed within Merchandising. The Catch Weight items are weighed at the receiving location.

Note

The indicators that you select for the Level 1 item will be applied to all items in the item group and cannot be changed.

4. In the Department, Class, and Subclass fields, enter, select or search for the IDs of the merchandise hierarchy.

5. In the Transaction Level field, select transaction level 2.

6. In the Number Type field, select the type of item number that you want to associate with the item.

Note

7. In the Description and Short field, enter a description for the item.

8. Click OK . The Item page appears.

For more information about the Item page, see the Item Page section.

9. Add the cost zone group.

Go to the Cost and Price section. In the Cost Zone Group field, enter, select or search for the cost zone group.

10. In the Attributes section, enter, select or search for the attributes as necessary. For more information about attributes, see the Attributes section.

11. Add a supplier and a sourcing country for the item.

In the Item page, select More Actions > Suppliers . The Item Supplier page appears. For more information about this page, see the Add Suppliers section

Add a supplier by selecting Actions > Add , or using the Add icon .
Add a sourcing country for the supplier of the item by select Actions > Countries of Souring , or by clicking the Country of Sourcing button.

12. Edit the retail price of the item.

In the Item page, select More Actions > Retail by Zone . The Retail by Zone page appears. For more information about this page, see the Define Initial Prices section.

13. Add child items to the item.

In the Item page, click Create Children . The Item Children page appears. For more information about this option, see the Item Children section.

14. Save you entries.

Creating a Two Level Item with Diffs

To create a tow level item with diffs, follow the steps below.

1. From the Tasks menu, select Items > Create Item . The Create Item page appears.

2. In the Type field, select Regular Item.

3. Select the item type indicators:

Sellable : Select this check box to sell the item and send the item to POS.
Orderable : Select this check box to order an item, set up on replenishment, and to set up HTS and expenses.
Inventoried : Select this check box to track inventory and to have stock on hold in Merchandising.

Note

Items that are sellable and non-orderable can also be set as inventoried. For example, food items produced in the store.

Catch Weight : The Catch Weight functionality allows items that may be purchased and sold in varying weights to be better managed within Merchandising. The Catch Weight items are weighed at the receiving location.

Note

The indicators that you select for the Level 1 item will be applied to all items in the item group and cannot be changed.

4. In the Department, Class, and Subclass fields, enter, select or search for the IDs of the merchandise hierarchy.

5. In the Transaction Level field, select transaction level 2.

6. In the Number Type field, select the type of item number that you want to associate with the item.

Note

7. In the Description and Short field, enter a description for the item.

8. Click OK . The Item page appears.

For more information about the Item page, see the Item Page section.

9. Add the cost zone group.

Go to the Cost and Price section. In the Cost Zone Group field, enter, select or search for the cost zone group.

10. In the Attributes section, enter, select or search for the attributes as necessary. For more information about attributes, see the Attributes section.

11. Add the differentiators for the item.

In the Differentiators section, add the diffs for the item. For more information about this section, see the Differentiators section.

12. Add a supplier and a sourcing country for the item.

In the Item page, select More Actions > Suppliers . The Item Supplier page appears. For more information about this page, see the Add Suppliers section

Add a supplier by selecting Actions > Add , or using the Add icon .
- Add a sourcing country for the supplier of the item by select Actions > Countries of Souring , or by clicking the Country of Sourcing button.

13. Edit the retail price of the item.

In the Item page, select More Actions > Retail by Zone . The Retail by Zone page appears. For more information about this page, see the Define Initial Prices section.

14. Add child items to the item.

In the Item page, click Create Children . The Create Children page appears. For more information about this option, see the Create Children Page section.

15. Save you entries.

Item Page

Once you fill in all the details in the Create Item page and click OK , the Item page appears.

The Item page includes the following sections:

Item Header
Descriptions
Pack
Cost and Price
Usage and Units
Attributes
Differentiators
Grocery Attributes
Comments

Note

If the Oracle Digital Assistant (ODA) is configured to be available in Merchandising and the AI Assist system option is also enabled, then the ODA interface allows users to key in a textual description of the item or upload an image of the item (jpg or png fomats) and extract item attribute features from the same. The attributes extracted can be used as an aid to the item creation flow. The set of attributes extracted can be tuned to be more relevant to the retailer’s product assortment by using an override service Customize Item Attributes for Extraction . Details of this service are available in the Merchandising Inbound and Outbound Integration Guide .

Table 1-8 (Cont.) Grocery Attributes - Sections and Description

Sections	Description
Packagearea	• In theSizefield, enter the package size. • Enter the unit of measure for a retail package of the current item in theUOMfield, or search and select from the UOM list. • Select theConstant Dimensionscheck box to indicate that the dimensions of the product are always the same, regardless of the supplier.
Wastage and Perishability area	• In theWastage Typefield, select the type of wastage. • In theDefault Daily Wastage %field, enter the average percentage of spoilage an item is subject to on a daily basis. • In theWastage %field, enter the average percentage of waste an item is subject to over its shelf life. • Select thePerishablecheck box to indicate if the item has short shelf life like fruits, vegetables, bakery items and so on
Retail Labelarea	• In theTypefield, select the type of retail label applied to the package. In the Value field enter the value associated with the retail label type. • In theValuefield enter the value associated with the retail label type.
Handlingarea	• In theSensitivityfield, select the type of sensitivity from the list. • In theTemperaturelist, select the type of temperature from the list.
Deposit Containerarea	Only available, if you create a deposit container item. The table lists the content items associated to the deposit container item.

Comments

In the Comments field, enter any additional comments as necessary. The entered comments can be refined by clicking the Refine Comments button, which allows you to use generative AI to refine the comments entered through the Refine comments pop up shown below. This option is available only if use of AI is opted for through the AI Assistance system option in Merchandising and also if the comments field already has comment text available .

Table 1-9 (Cont.) More Actions Menu - Buttons and Description

Action Buttons	Description
Simple Pack	Select one of the following options from the Simple Pack submenu: • SelectSetupto open the Simple Pack Setup page. For more information about this page, see the Simple Pack Set Up section. • SelectViewto open the Simple Pack page. For more information about this page, see the Viewing Pack Items section.
Transformation	Opens the Item Transformation page. For more information about this page, see the Item Transformation section.
Replenishment	Opens the Manage Replenishment Attributes page. For more information about this page, see Managing Attributes at the Item Level in the_Oracle® Retail Merchandising Replenishment User_ Guide.
Substitute Items	Opens the Substitute Items page. For more information about this page, see the Define Substitute Items section.
User Defined Attributes	Opens the Item UDAs page. For more information about this page, see the Manage Item Lists chapter, section “ Update User Defined Attributes”.
Related Items	Opens the Related Items page. For more information about this page, see the Add Related Selling Itemssection.
Import	Select one of the following options from the Import submenu: • Attributes Opens the Item Import Attributes page. For more information about this page, see the Define Import Attributessection. • Eligible Tariff Treatments Opens the Eligible Tariff Treatments page. For more information about this page, see the Eligible Tariff Treatmentssection. • HTS Opens the Item HTS page. For more information about this page, see the Item HTS section.
Timelines	Opens the Timelines page.
Required Documents	Opens the Required Documents page. For more information about this page, see the Required Documents section in the_Oracle® Retail Merchandising Purchase Orders and_ Contracts User Guide.
VAT Maintenance	Opens the Item VAT page. For more information about this page, see the Define VAT Rates section.
Season/Phases	Opens the Item Seasons page. For more information about this page, see the Add Seasons and Phases section.

Table 1-9 (Cont.) More Actions Menu - Buttons and Description

Action Buttons	Description
Ticket Type	Opens the Item Tickets page. For more information about this page, see the Add Ticketssection.
Image	Opens the Item Images page.
	For more information about this page, see the Add Images section.

Deposit Items

To create a deposit item, follow the steps below.

1. From the Tasks menu, select Items > Create Item . The Create Item page appears.

2. In the Type field, select the deposit item you want to create from the list. Possible options are:

Deposit Container: The item for which the deposit is taken. The deposit container item holds the deposit contents item.
Deposit Contents: The item that is sold to the customer.
Deposit Crate: The item which holds the container and contents items.
Deposit Returned Item: The item that is returned to the retailer by the customer and for which the deposit is returned to the customer.

3. The necessary item type indicators for the selected deposit item are selected by default.

Sellable : When selected, indicates that the item is sold and is sent to the POS.
Orderable : When selected, the item can be ordered, set up on replenishment, and can have HTS and expenses set up.
Inventoried : When selected, indicates that the inventory is tracked and held in Merchandising.

Note

The indicators that you select for the Level 1 item will be applied to all items in the item group and cannot be changed.

4. In the Department, Class, and Subclass fields, enter, select or search for the IDs of the merchandise hierarchy.

5. In the Transaction Level field, select transaction level 1, 2 or 3.

6. In the Number Type field, select the type of item number that you want to associate with the item.

Add a sourcing country for the supplier of the item by select Actions > Countries of Souring , or by clicking the Country of Sourcing button.

12. Edit the retail price of the item.

In the Item page, select More Actions > Retail by Zone . The Retail by Zone page appears. For more information about this page, see the Define Initial Prices section.

13. Save you entries.

Transformable Items

To create a transformable item, follow the steps below.

1. From the Tasks menu, select Items > Create Item . The Create Item page appears.

2. In the Type field, select the type of the transformable item you are creating from the list.

Transformed Orderable: The item is ordered from the supplier in one form, but is changed by the retailer and sold to the customer in a different form.
Transformed Sellable: The item that is sold to the customer. A transformed sellable item is ordered from the supplier in a different form that it is sold.

3. The necessary item type indicators for the selected transformable items are selected by default. If necessary, select the Catch Weight checkbox.

Sellable : When selected, indicates that the item is sold and is sent to the POS.
Orderable : When selected, the item can be ordered, set up on replenishment, and can have HTS and expenses set up.
Inventoried : When selected, indicates that the inventory is tracked and held in Merchandising.
Catch Weight : The Catch Weight functionality allows items that may be purchased and sold in varying weights to be better managed within Merchandising. The Catch Weight items are weighed at the receiving location.

Note

The indicators that you select for the Level 1 item will be applied to all items in the item group and cannot be changed.

4. In the Department, Class, and Subclass fields, enter, select or search for the IDs of the merchandise hierarchy.

5. In the Transaction Level field, select transaction level 1, 2 or 3.

6. In the Number Type field, select the type of item number that you want to associate with the item.

Note

7. In the Description and Short field, enter a description for the item.

8. Click OK . The Item page appears.

For more information about the Item page, see the Item Page section.

9. Add the cost zone group.

Go to the Cost and Price section. In the Cost Zone Group field, enter, select or search for the cost zone group.

10. In the Attributes section, enter, select or search for the attributes as necessary. For more information about attributes, see the Attributes section.

11. In the Grocery Attributes section add the attributes as necessary. For more information about this section, see the Grocery Attributes section.

12. Add a supplier and a sourcing country for the item.

Note

If you are creating a transformed sellable item, you will not be able to select the Supplier option from the More Actions menu.

In the Item page, select More Actions > Suppliers . The Item Supplier page appears. For more information about this page, see the Add Suppliers section

Add a supplier by selecting Actions > Add , or using the Add icon
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- .
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- Add a sourcing country for the supplier of the item by select Actions > Countries of Souring , or by clicking the Country of Sourcing button.

13. Edit the retail price of the item.

Note

If you are creating a transformed orderable item, you will not be able to select the Retail by Zone option from the More Actions menu.

In the Item page, select More Actions > Retail by Zone . The Retail by Zone page appears. For more information about this page, see the Define Initial Prices section.

14. Add child items to the item if necessary.

In the Item page, click Create Children . For more information about this option, see the Create Children Page section or the Item Children section.

Sellable Items

In the Sellable Items section you can map transformation sellable item(s) to a transformation orderable item and define the percentage of each sellable item that results from the transformation.

The Production Loss Yield % and the Total Yield % are displayed in right corner of the section. The Production Loss Yield % and the Total Yield % values must add up to 100%.

The table displays the sellable item, the item description, the yield % for each item as well as Multiple Parent checkbox.

The Multiple Parent checkbox indicates whether or not the sellable item is derived from multiple orderable items. If the checkbox is selected the Yield from Orderable section enables and is populated.

Yield from Orderable

The Yield From Orderable section is used to distribute yield percentages between multiple transformation orderable items for any transformable sellable items derived from multiple orderable items.

This section is available only for items that have the Multiple Parent checkbox selected, meaning the sellable item is derived from multiple orderable items and therefore the distribution yield percentages must be defined.

The table lists all of the transform orderable items from which the header level item is derived and allows you to enter a Yield % for each row. The Total Yield % values must add up to 100%.

Transforming an Item

To transform an item, follow the steps listed below.

1. From the Tasks menu, select Items > Manage Items . The Item Search page appears.

2. Restrict your search to the item type Transformed Orderable.

For more information about how to create a transformable item, see the Transformable Items section.

3. Click Search . The items that match the search criteria are displayed in the Results section.

4. In the item column, click the item link, or mark a record and select Actions > Edit , or use

the Edit icon . The Item page appears.

5. Select More Actions > Transformation . The Item Transformation page appears.

6. In the Description field, enter the description of the item transformation.

7. In the Production Loss field, enter the percentage of the orderable item which is wasted in producing the sellable items. Then add the sellable items.

8. Then add the sellable items. For more information about how to add sellable items, see the Adding Sellable Items section.

Adding Sellable Items

To add sellable items, follow the steps listed below.

1. In the Sellable Items section, select Actions > Add , or use the Add icon . The Add Sellable Item page appears.

Catch Weight : The Catch Weight functionality allows items that may be purchased and sold in varying weights to be better managed within Merchandising. The Catch Weight items are weighed at the receiving location.

4. In the Department, Class, and Subclass fields, enter, select or search for the IDs of the merchandise hierarchy.

5. The Transaction Level field, defaults to level 1.

6. In the Number Type field, select the type of item number that you want to associate with the item.

Note

7. In the Description and Short field, enter a description for the item.

8. Click OK . The Item page appears.

For more information about the Item page, see the Item Page section.

9. Add the cost zone group.

Go to the Cost and Price section. In the Cost Zone Group field, enter, select or search for the cost zone group.

10. In the Attributes section, enter, select or search for the attributes as necessary. For more information about attributes, see the Attributes section.

11. Add a supplier and a sourcing country for the item.

In the Item page, select More Actions > Suppliers . The Item Supplier page appears. For more information about this page, see the Add Suppliers section

Add a supplier by selecting Actions > Add , or using the Add icon .
Add a sourcing country for the supplier of the item by select Actions > Countries of Souring , or by clicking the Country of Sourcing button.

12. Add the component item for the simple pack.

In the Simple Pack section, click the Pack Details icon. The Pack Item Detail page appears. For more information about the Pack Item Detail page, see the Pack Item Detail section.

13. Edit the retail price of the item.

In the Item page, select More Actions > Retail by Zone . The Retail by Zone page appears. For more information about this page, see the Define Initial Prices section.

14. Save you entries.

4. In the Description field, enter a description for the pack item. This field is a required field.

5. In the Secondary field, specify the alternate name of the item.

6. In the Quantity field, specify the number of component items of the pack. This field is a required field.

7. If you select the Sellable checkbox, the item can be sold and sent to the POS.

8. The Store Pack Inventory checkbox indicates whether inventory will be tracked at the pack level in SIM for stores.

9. The Pack Level SOH Inquiry is used by SIM to determine how to reflect SOH for pack items in the store.

10. The NIC is static checkbox indicates if the Negotiated Item Cost (NIC) is static or not.

11. In the Sourcing section enter the following information:

a. In the Primary Supplier Site field, enter, select or search for the primary supplier site. This field is a required field.
b. In the Country of Sourcing field, enter, select or search for the code for the country. This field is a required field.
c. In the Country of Manufacture field, enter, select or search for the country. this field is a required field.
d. In the Cost UOM field, enter, select or search for the unit of measure. This field is a required field.
e. In the Unit Cost field, enter the cost of the item in the indicated currency. This field is a required field.
f. The Markup % field displays the percentage the price marked up, based on the supplier’s cost.
g. The Unit Retail field is displayed by default.
h. The Supplier Site Label field is defined to describe the label or brand for the item supplied by the supplier.
i. In the VPN field, specify the vendor product number.
j. In the Case Size field, enter the case size. This field is a required field.
k. In the Tier field, enter the tier. This field is a required field.
l. In the Height field, enter the height. This field is a required field.

12. In the Dimensions section, enter the necessary information about the simple pack.

13. In the Tolerance section, the following fields are available.

a. Tolerance Type : This is the unit of the tolerances for catch weight simple packs. The valid values are A (actual) and % (percentage).
b. Min : This is the minimum tolerance value for the Catch Weight simple pack.
c. Max : This is the maximum tolerance value for the Catch Weight simple pack.

14. In the Grocery Attributes section, the following fields are available.

Note

The Catch Weight and Tolerance areas are enabled only if you select Catch Weight in the Attributes area of the Item page.

Complex Packs

To create a complex pack, follow the steps below.

1. From the Tasks menu, select Items > Create Item . The Create Item page appears.

2. In the Type field, select simple pack from the list.

3. The necessary item type indicators are selected by default. If necessary, select the Catch Weight checkbox.

Sellable : When selected, indicates that the item is sold and is sent to the POS.
Orderable : When selected, the item can be ordered, set up on replenishment, and can have HTS and expenses set up.
Inventoried : When selected, indicates that the inventory is tracked and held in Merchandising.
Catch Weight : The Catch Weight functionality allows items that may be purchased and sold in varying weights to be better managed within Merchandising. The Catch Weight items are weighed at the receiving location.

4. In the Department, Class, and Subclass fields, enter, select or search for the IDs of the merchandise hierarchy.

5. The Transaction Level field, defaults to level 1.

6. In the Number Type field, select the type of item number that you want to associate with the item.

Note

7. In the Description and Short field, enter a description for the item.

8. Click OK . The Item page appears.

For more information about the Item page, see the Item Page section.

9. Add the cost zone group.

Go to the Cost and Price section. In the Cost Zone Group field, enter, select or search for the cost zone group.

10. In the Complex Pack section, select the pack type from the list and select the necessary checkboxes.

For more information about this Complex Pack section, see the Pack section.

11. In the Attributes section, enter, select or search for the attributes as necessary. For more information about attributes, see the Attributes section.

12. Add a supplier and a sourcing country for the item.

In the Item page, select More Actions > Suppliers . The Item Supplier page appears. For more information about this page, see the Add Suppliers section

Add a supplier by selecting Actions > Add , or using the Add icon
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- Add a sourcing country for the supplier of the item by select Actions > Countries of Souring , or by clicking the Country of Sourcing button.

13. Add the component items for the complex pack.

In the Complex Pack section, click the Pack Details icon. The Pack Item Detail page appears. For more information about the Pack Item Detail page, see the Pack Item Detail section.

14. Edit the retail price of the item.

In the Item page, select More Actions > Retail by Zone . The Retail by Zone page appears. For more information about this page, see the Define Initial Prices section.

15. Save you entries.

Pack Item Detail

In the Pack Item Detail page you can add, edit, delete and view the component items of a pack item. A complex pack may be composed of multiple units of multiple items. A simple pack may be composed of multiple units of one item.

There are some restrictions depending on the how you define the purpose of the pack:

Orderable pack : You cannot add, delete, or edit the component items if the pack is already on order or stocked at any location.

Sellable pack : You cannot add, delete, or edit the component items after the pack item is priced.

The Pack Item Details page varies depending whether you maintain a complex or simple pack.

Simple Pack :

Header

The header displays the label Simple Pack , the pack number and description. The right hand side displays the Pack Cost and Currency.

Component

In this section you can search for a component item. You can add only component item in case of simple packs.

In the Component Item field, enter, select or search for the component item.
In the Quantity field, enter the quantity for the component item.
The Cost and Retail section displays the Unit and Total fields. These fields are populated when you enter the item.

Complex Pack :

Header

The header displays the label Complex Pack , the pack number and description. The right hand side displays the Pack Cost and the Currency.

Components
Supplier Pack Template Description

f. The Inner Name , Case Name and Pallet Name fields, are defaulted to the name used by the supplier to refer to the inner, the case and the pallet. These fields are required fields.
g. In the Discontinue Date field, enter the date at which the supplier discontinues the item or use the Calendar icon to select the discontinue date.
h. In the Primary Case Size field, select the primary case size from the list.

Note

This field is only enabled, if the Advanced Inventory Planning application is used.

i. Select the Apply Modifications to Child Items checkbox, to update the child items.
j.
Then choose one of the following options.

Note

The first supplier added to the item, is marked as the primary supplier by default. You can change the primary supplier for the item, after you have added additional suppliers.

For more information about how to change the primary supplier for an item, see the Editing Item Suppliers section.

Click OK to save the supplier for the item and close the page.
Click OK and Add Another to add additional suppliers for the item.
Click Cancel to reject all entries and close the page.

Editing Item Suppliers

To edit item suppliers, follow the steps below.

1. In the Items Supplier page, select a record in the table.

2. Then select Actions > Edit , or use the Edit icon

. The Edit Supplier page appears.

Country of Sourcing

The Country of Sourcing section displays the following columns by default.

Country
Primary
Purchase Type
Pricing Control
Unit Cost
Cost UOM (Unit of Measure)
Case Cost
Case Size
Supplier Inbound Tier - Height
Case/Pallet
Lead Time
Pickup Lead Time
Round Level
Thresholds
Packing Method

Note

If the selected item is a parent item, the Apply Modifications to Child Item checkbox is displayed in the right hand corner of this section. Select to checkbox to indicate that the changes are also applied for the child items.

Maintaining Countries of Sourcing for a Supplier

To maintain countries of sourcing for a supplier, follow the steps below.

1. From the Tasks menu, select Items > Manage Items . The Item Search page appears.

2. Enter or select search criteria as desired to make the search more restrictive.

Note

The item should be in Worksheet, Submitted, or Approved Status.

3. Click Search . The items that match the search criteria are displayed in the Results section.

4. In the Item column, click the item link, or mark a record and select Actions > Edit , or use

the Edit icon . The Item page appears.

5. Select More Actions > Suppliers . The Item Suppliers page appears.

6. In the Item Suppliers page, select Actions > Countries of Sourcing , or use the Countries of Sourcing button. The Item Supplier Countries page appears.

Adding a Country of Sourcing for a Supplier of an Item

To add a new country of sourcing for an supplier of an item, follow the steps below.

1. In the Countries of Sourcing section select Actions > Add , or use the Add icon . The Add Country page appears.

a. In the Country of Sourcing field, enter, select or search for the country.
b. If you want to define the current supplier as the primary supplier for the item, select the Primary option.
c. Select the Purchase Type to be associated with the item supplier country combination.

Note

Valid values of Purchase type are Owned, Consignment and Concession. Consignment and Concession purchase types will be available for selection only if the functionality is selected in system options.

d. Select the Pricing Control to be associated with the item supplier country combination.

Note

Valid values of Pricing Control are Retailer and Supplier. Pricing Control for Consignment and Concession purchase types will be displayed for selection only if the Consignment and Concession ownership models and SupplierControlled Pricing functionality are enabled in system options. For Owned merchandise, Pricing Control is not required.

e. Several fields in the Packaging, Sourcing, Rounding and Tolerances sections default to the suppliers default information. Edit the information as necessary.
f. Enter the Unit Cost and Case Cost of the Item.

Note

If the Purchase type is Consignment or Concession item costing can be entered based on either Cost per Unit or Purchase Rate %.

g. If the selected item is a parent item, the Apply Modifications to Child Item checkbox is displayed. Select to checkbox to indicate that the changes are also applied for the child items.
h. Then choose one of the following options.
- Click OK to add the country of sourcing for the supplier and close the page.
- Click OK and Add Another to add additional countries of sourcing for suppliers.
- Click Cancel to reject all entries and close the page.

Note

The Purchase Type and Costing details captured on an Item Supplier Country record will be used as a default unless location specific exceptions are defined in Item Supplier Country Location.

Editing Countries of Sourcing for a Supplier of an Item

To edit a country of sourcing for a supplier of an item, follow the steps below.

1. In the Countries of Sourcing section, select a record in the table.

2. Then select Actions > Edit , or use the Edit icon

. The Edit Supplier page appears.

3. Edit the fields, as necessary.

Note

If you want to define the current supplier as the primary supplier for the item, select the Primary option.

4. Then choose one of the following options.

Click OK to save your changes and close the page.
Click Cancel to reject all entries and close the page.

Dimensions

The Dimensions section displays the package type, as well as dimension, weight, and liquid information.

Adding Dimensions for a Country of Sourcing

To add dimensions for a country of sourcing, follow the steps below.

1. In the Countries of Sourcing section, select a country for which you want to add dimensions.

2. In the Dimensions section, select Actions > Add , or use the Add icon . The Add Dimensions page appears.

a. In the Package Type field, select a package type from the list.
b. The Dimensions, Weight and Liquid sections default to the suppliers default information. Edit the information as necessary.
c. If the selected item is a parent item, the Apply Modifications to Child Item checkbox is displayed. Select to checkbox to indicate that the changes are also applied for the child items.
d. Then choose one of the following options.
- Click OK to add the dimensions for the country of sourcing and close the page.
- Click OK and Add Another to add additional dimensions for the country of sourcing.

Note

You can add up to four dimensions for one country.

Click Cancel to reject all entries and close the page.

Editing Dimensions for a Country of Sourcing

To edit dimensions for a country of sourcing, follow the steps below.

1. In the Countries of Sourcing section, select a country for which you want to edit the dimension information.

2. In the Dimensions section, select a record in the table.

3. Then select Actions > Edit , or use the Edit icon . The Edit Dimensions page appears.

4. Edit the fields, as necessary.

5. Then choose one of the following options.

Click OK to save your changes and close the page.
Click Cancel to reject all entries and close the page.

Viewing an Item Supplier Country List

The Item Supplier Country List page allows you o view the supplier and sourcing country relationships for an item.

To view an item supplier country list, follow the steps below.

1. From the Tasks menu, select Items > Manage Items . The Item Search page appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The items that match the search criteria are displayed in the Results section.

4. In the Item column, click the item link, or mark a record and select Actions > Edit or View or use the corresponding icons. The Item page appears.

5. Select More Actions > Suppliers . The Item Suppliers page appears.

6. In the toolbar, click Supplier Country List . The Item Supplier Country List page appears.

The Item Supplier Country List page contains the following sections.

Header

The header of the page displays Item Level (SKU/Style/ Reference Item), the item number and item description.

Location type
Location
Name
Purchase type
Pricing Control
• Unit Cost
Cost UOM (Unit of Measure)
Case Cost
Currency
Manufacturer
Distributor
Wholesaler
Pickup Lead Time

Note

If the selected item is a parent item, the Apply Modifications to Child Item checkbox is displayed in the right-hand corner of this section. Select to checkbox to indicate that the changes are also applied for the child items.

Maintaining Item Supplier Country Locations

To maintain countries of sourcing for a supplier, follow the steps below.

1. From the Tasks menu, select Items > Manage Items . The Item Search page appears.

2. Enter or select search criteria as desired to make the search more restrictive.

Note

The item should be in Worksheet, Submitted, or Approved Status.

3. Click Search . The items that match the search criteria are displayed in the Results section.

4. In the Item column, click the item link, or mark a record and select Actions > Edit , or use

the Edit icon . The Item page appears.

5. Select More Actions > Suppliers . The Item Suppliers page appears.

6. In the Item Suppliers page, select Actions > Countries of Sourcing , or use the Countries of Sourcing button. The Item Supplier Countries page appears.

7. Select Actions> Locations . The Item Supplier Country Locations page appears

Adding an Item Supplier Country Location Record

To add a new Item supplier Country location exception, follow the steps below.

1. In the Locations section, select a record in the table.

2. Then select Actions > Edit , or use the Edit icon . The Edit Item Supplier Country Location page appears.

3. Edit the fields, as necessary.

4. Then choose one of the following options.

Click OK to save your changes and close the page.
Click Cancel to reject all entries and close the page.

Deleting an Item Supplier Country Location Record

To delete an item supplier country location record, follow the steps below.

1. In the Locations section, select a record in the table.

2. Then select Actions > Delete , or use the Delete icon . The record is deleted from the table

Item Bracket Costing

The Item Bracket Costing page allows you to view the brackets for the item/supplier/country/ location combination and edit unit and case bracket costs for items in worksheet status. Brackets are used by the suppliers to provide different costs based on the quantity ordered.

When a country-level bracket is modified, costs default down to all location brackets. When items above the transaction level are modified, costs are default down to children for all brackets. If a default bracket cost is changed, the cost is modified at the item-supplier-countrylocation level.

The Item Bracket Costing page contains the following sections.

Header

The header of the page displays the Item Level (SKU/Style/ Reference Item) and the item number. Additionally, the header displays the supplier site and name, the country as well as the location and location name.

Select the Primary checkbox for the supplier site, country and/or location to indicate if they are the primary supplier site, country or location.

Detail

The table displays the brackets for the item-supplier-country-location combination. You can edit the Unit Cost and Case Cost columns directly in the table.

Editing Bracket Costs for Worksheet Items

To edit bracket costs for items, follow the steps listed below.

1. From the Tasks menu, select Items > Manage Items . The Item Search page appears.

2. Restrict your search to items with the status Worksheet.

3. Click Search . The items that match the search criteria are displayed in the Results section.

4. In the Item column, click the item link, or mark a record and select Actions > Edit , or use

the Edit icon . The Item page appears.
Country
Country Name
Primary

Maintaining Manufacturing Countries for a Supplier

To maintain countries of manufacture for a supplier, follow the steps below.

1. From the Tasks menu, select Items > Manage Items . The Item Search page appears.

2. Enter or select search criteria as desired to make the search more restrictive.

Note

The item should be in Worksheet, Submitted, or Approved Status.

3. Click Search . The items that match the search criteria are displayed in the Results section.

4. In the Item column, click the item link, or mark a record and select Actions > Edit , or use

the Edit icon . The Item page appears.

5. Select More Actions > Suppliers . The Item Suppliers page appears.

6. In the Item Suppliers page, select Actions > Countries of Manufacture . The Item Supplier Countries of Manufacture page appears.

Adding a Country of Manufacture for a Supplier of an Item

To add a new manufacturing country for an supplier, follow the steps below.

1. In table, select Actions > Add , or use the Add icon . The Add Country of Manufacture page appears.

a. In the Country field, enter, select or search for the country.
b. If you want to define the current country as the primary manufacturing country for the supplier, select the Primary option.
c. If the selected item is a parent item, the Apply Modifications to Child Item checkbox is displayed. Select to checkbox to indicate that the changes are also applied for the child items.
d. Then choose one of the following options.
- Click OK to add the country of manufacture for the supplier and close the page.
- Click OK and Add Another to add additional countries of manufacture for suppliers.
- Click Cancel to reject all entries and close the page.

Add Supplier Units of Measure

In the Item Supplier UOM page you can add, delete, and view miscellaneous units of measure (UOM) for an item/supplier combination. You must enter a factor that can be used to convert the unit of measure to the standard unit of measure. In this page you can overwrite the unit of measure for all subordinate level items that are supplied by the supplier of the selected item.

6. In the Item Suppliers page, select Actions > UOM . The Item Supplier UOM page appears.

Adding a Unit of Measure for a Supplier of an Item

To add a new unit of measure for an supplier, follow the steps below.

1. In table, select Actions > Add , or use the Add icon . The Add UOM appears.

a. In the UOM field, enter, select or search for the unit of measure.
b. In the Value field, enter a value of the UOM.
c. Then choose one of the following options.
- Click OK to add the unit of measure and close the page.
- Click OK and Add Another to add additional UOMs for the supplier.
- Click Cancel to reject all entries and close the page.

Add Country and Zone Expenses

The Item Expense page allows you to view and maintain shipping routes and importing and exporting expenses associated with an item and shipping route. Expenses are tracked at the following two levels:

Country:

Country-level expenses track the costs of importing merchandise from the country of sourcing, through the lading port, to the discharge port.

Zone:

Zone-level expenses track the costs of sending merchandise from the discharge port to the final destination. This screen can be accessed from Item Suppliers and Item Supplier Country screen.

The Item Expenses page contains the following sections.

Header

When you access the Item Expenses page from Item Supplier page, the header displays the item, supplier site and cost zone group.

When you access the Item Expense page from Item Supplier Country page, the header displays the item, the supplier site and the country of sourcing.

Shipping Routes
Expenses

Maintaining Item Expenses

To maintain item expenses, follow the steps below.

1. From the Tasks menu, select Items > Manage Items . The Item Search page appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The items that match the search criteria are displayed in the Results section.

4. In the Item column, click the item link, or mark a record and select Actions > Edit , or use

the Edit icon . The Item page appears.

5. Select More Actions > Suppliers . The Item Suppliers page appears.

Access from the Item Supplier page.

In the Item Suppliers page, select Actions > Expenses . The Item Expenses page appears.

Access from the Item Supplier Countries page:

In the Item Suppliers page, select Actions > Countries of Sourcing , or use the Countries of Sourcing button. The Item Supplier Countries page appears.
In the Countries of Sourcing section, select Actions > Expenses . The Item Expenses page appears.

Adding a Shipping Route

To add a new shipping route for an item, follow the steps below.

1. In the Shipping Route section select Actions > Add , or use the Add icon . The Add Shipping Route page appears.

2. When accessed from the Item Supplier page:

a. In the Discharge Port field, enter, select or search for the discharge port.
b. In the Cost Zone field, enter, select or search for the cost zone.
c. The Base Expense option indicates whether or not this set of expenses is also the base set of expenses. Select the Base Expense option, if necessary.

3. When accessed from the Item Supplier Countries page.

a. In the Lading Port field, enter, select or search for the lading port.
b. In the Discharge Port field, enter, select or search for the discharge port.
c. The Base Expense option indicates whether or not this set of expenses is also the base set of expenses. Select the Base Expense option, if necessary.

4. Then choose one of the following options.

Click OK to add the shipping route for the item and close the page.
Click OK and Add Another to add additional shipping routes for item.
Click Cancel to reject all entries and close the page.

Adding Expenses

To associated expenses with an item and shipping route, follow the steps below.

Note

Required fields are marked with an asterisk.

c. In the Component Nomination section, edit the fields, if necessary.
d. Then choose one of the following options.
- Click OK to add the expense for the item/shipping route and close the page.
- Click OK and Add Another to add additional expenses for the item/ shipping route.
- Click Cancel to reject all entries and close the page.

Editing Expenses

To edit expenses for an item/shipping route, follow the steps below.

1. In the Expenses section, select a record in the table.

2. Then select Actions > Edit , or use the Edit icon . The Edit Expense page appears.

3. Edit the fields, as necessary.

4. Then choose one of the following options.

Click OK to save your changes and close the page.
Click Cancel to reject all entries and close the page.

Define Initial Prices

In the Retail by Zone page, you can view and/or edit the initial retail price that is calculated by zone during the creation of a new item(s). The price zone retail is calculated based on the markup percent defined for the departments primary zone group. Retail values are calculated and displayed for all zones within a departments primary zone group. Locations tied to a zone are displayed in the Price Zone Locations section. You can edit the retail value as necessary prior to submitting or approving the item. Once an item is approved this screen is disabled, future retail price changes are done via the RPM system.

The Retail by Cost Zone page contains the following sections.

Header

The header of the page displays Item Level (SKU/Style/ Reference Item), the item number and item description.

Price Zone Retail
Price Zone Locations

Table

The table label displays the item number and either the item description or indicates whether the selected item is a pack or reference item. Additionally, the standard unit of measure is displayed in the top right corner. The table displays the locations information for the selected item.

Maintaining Item Locations

To maintain item locations, follow the steps below.

1. From the Tasks menu, select Items > Manage Items . The Item Search page appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The items that match the search criteria are displayed in the Results section.

4. In the Item column, click the item link, or mark a record and select Actions > Edit , or use

the Edit icon . The Item page appears.

Access from the Item page:

Select More Actions > Locations . The Item Locations page appears.

Adding Locations

To add a new location for an item, follow the steps below.

1. In the Item Locations page, select Actions > Add , or use the Add icon . The Add Locations page appears.

Calculation Basis – Only available when purchase type is consignment or concession. Specifies if the costing of the item will be based on per unit cost or a purchase rate.
Specify unit cost or purchase rate depending on the calculation basis specified.
Source Method – Select if the default source method for the location will be supplier or warehouse.
Source Warehouse – Default source warehouse for the location.
Posting Classifier - Select from a set of code detail configurable values (Examples such as owned, consignment, owned private label that classifies the item locations from a differential accounting perspective. Will reflect in Sales Transaction posting and can be used for mapping to different GL accounts if desired.
Store Order Multiples – Specify the multiple in which item needs to be shipped from a warehouse to the location.
The Ranged checkbox determines if the location is ranged intentionally for replenishment/selling or incidentally ranged by the Merchandising transaction when the item is not ranged to a specific location on the transaction.
Inbound Handling Days – Specify inbound handling days for warehouses.
- Location Item Description
- Tier - Height information
- Costing information
Edit the information for the pack and the unit.
- i. Type of the Unique Identification Number Type (UIN)
  - In the Type field, select the UIN type from the list. This number is used to identify the instance of the item at the location.
  - In the Label field, select the UIN label from the list. This number will be displayed in SIM.
Selling Phase Start Date – Specify the preferences for the following parameters related to the update of the selling phase start date specific to store locations –
- i. Update Selling Phase Start Date upon Receipt of –
  - Direct to Store Orders (Y/N)
  - Store to Store Transfers (Y/N)
  - Warehouse to Store Transfers / Allocations (Y/N)
  - Minimum Transfer / Allocation Units for Update

5. If the selected item is a parent item, the Apply Modifications to Child Items checkbox is displayed. The checkbox indicates whether or not the updates are also applied to the child item. The checkbox is selected by default.

6. The Process In Background checkbox determines if the ranging of items to the selected locations happens immediately or the ranging is submitted in the background.

Note

This checkbox must be checked if the list of locations ranged is big, so that you do not have to wait for the ranging to complete. Submitting the ranging to background disables this page and the Item page goes into View mode.

You can check Asynchronous Job Log for status of the ranging happening in background.

7. Then choose one of the following options.

Click OK to add the location for the item and close the page.
Click OK and Add Another to add additional locations for item.
Click Cancel to reject all entries and close the page.

Editing Locations

To edit locations for an item, follow the steps below.

1. Select Actions > Edit , or use the Edit icon . The Edit Locations page appears.

2. Edit the fields, as necessary.

3. Then choose one of the following options.

Click OK to save your changes and close the page.
Click Cancel to reject all entries and close the page.

Item Location Traits

The Item Location Traits page is used to define and maintain item attributes at a single location or at multiple locations. Some of these attributes are downloaded at the Point of Service (POS) or a ticketing system, while others are entered for information only and drive no processing.

The Item Location Traits page contains the following sections.

Header

The header contains the item number and description.

Apply Updates To

This section contains the following subsections:

–

Note

Only available if you selected the Mass Change > Locations Traits option in the Item Locations page.

Customer Order Attributes
Grocery Attributes

Updating Multiple Locations

To updating multiple locations, by using the Mass Change option, follow the steps below.

1. In the Item Locations page select Mass Change > Location Traits . The Item Location Traits is displayed.

2. In the table of the Apply Updates To section, you can add one or more locations for which location traits may be updated.

3. Select Actions > Add , or use the Add icon . The Add Locations page appears.

a. In the Location field, select a location type from the list. Then select the location.
b. Then choose one of the following options.
- Click OK to add the current location to the table and close the page.
- Click OK and Add Another to add additional locations.
- Click Cancel t o reject your entries and close the page.

4. Enter, select or search the new values for the desired traits.

5. Choose a saving option.

Updating a Single Location

To update a single location, follow the steps listed below.

1. In the Item Locations page, select a location in the table.

2. Then select Actions > Location Traits . The Location Traits page appears with the highlighted location populated in the header of the Item Location Traits page.

3. Enter, select or search the new values for the desired traits.

4. Choose a saving option.

Viewing Item Location Traits

To view item location traits, follow the steps listed below.

1. From the Tasks menu, select Items > Manage Items . The Item Search page appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The items that match the search criteria are displayed in the Results section.

4. In the Results section, mark a record and select Actions > View , or use the View icon . The Item page appears.

5. Select More Actions > Locations . The Item Locations page appears.

6. In the Item Locations page, select a location in the table.

7. Then select Actions > Location Traits . The Location Traits page appears. View the item location traits.

8. Click Done to close the page.

Create Child Items

Merchandising provides the option to define three possible levels of hierarchy for items. Names of these levels are configurable. Depending on the industry and type of items, number of levels is utilized while creating items. A child item is an item that exists below another item, called the parent item, in the item hierarchy.

For example, fashion retailers usually utilize all three levels of item hierarchy to represent the style, SKU, and barcode items. In this case, the style is considered the parent item, and the SKU, usually differentiated by color and size, is the child of the parent and the barcode is a child of the SKU. SKU level is generally designated as transaction level, or where inventory and sales are tracked.

Hardline and grocery retailers generally utilize only two levels of item hierarchy where first level is the SKU, or transaction level, and the level below represents one or more barcodes. In this case the SKU is the parent and the barcode is the child item.

Therefore, depending on the business requirements, child items can be created for transaction level items using differentiators, or without differentiators for sub-transaction level items, such as barcodes.

With Diffs

In the Item Children by Diff page, you can edit child items created with differentiators, generate EAN13s or create grandchildren.

You can perform the following actions in this page.

Edit the description and other details of level 2 or level 3 items that were created with differentiators.
Generate EAN13s.
Create children of level 2 transaction level items.

The Item Children by Diff page contains the following sections.

Header

The header displays the Item Level (SKU/Style/ Reference Item), the item number and the item description. Additionally, the transaction level and the currency are displayed in the right hand corner. The differentiator groups/values associated with the parent item are displayed.

If you select EAN/UCC-13, you can automatically generate the EAN number by clicking the Generate .
If you select Manual, the Description field accepts alphabetic text and does not validate digit, length, or characters. It is a 12-digit number starting with 3 that includes check digit validation.
If you select Variable Weight PLU, the fields Format and Prefix enable.

3. In the Reference Item field, enter the item. This field is a required field.

4. In the Description field , enter the description of the item. This field is a required field.

5. Then choose one of the following options.

Click OK to add the item to the table and close the page.
Click OK and Add Another to add additional items.
Click Cancel to reject all entries and close the page.

Create Children Page

In the Create Children page you can select differentiators while creating child items for items with differentiators. Differentiators can be applied individually, by differentiator range, or by differentiator group. When two types of diff values are combined, a level 2 or level 3 item is created for each possible combination of the two types. The new child items appear in the Pending Child Items section.

The Create Children page contains the following sections.

Header

The header of the page displays Item Level (SKU/Style/ Reference Item), the item number and item description.

Ranges
Differentiators
Pending Child Items

4. In the item column, click the item link, or mark a record and select Actions > Edit , or use

the Edit icon . The Item page appears.

5. Click Create Children . The Create Children page appears.

Applying a Diff Range

To apply a diff range, follow the steps below.

1. Go to the Range section.

Note

This section is only available, if there are applicable differentiator ranges.

2. In the Range field, enter select or search for the first range.

3. Then click the Apply button in the top right corner of the section.

4. If there are more possible ranges that can be applied, the Add icon enables next to the range field.

5. If you click on the Add icon , a second range field appears, with a disabled Add icon

and an enabled Delete icon

6. Repeat these steps to add up to four diff ranges.

Note

When you have added the fourth differentiator range, only the Delete icon will be enabled, since you can only add up to four differentiator ranges.

Applying Diffs

To apply diffs, follow the steps below.

1. In the Item Number Type field, select the type of item number that you want to associate with the item.

If you select Oracle Retail Item Number or UPC-A in the Item Number Type field, the item number is automatically added and displayed in the Pending Child Items table.
If you select EAN/UCC-13 in the Item Number Type field, you can automatically generate the EAN number by clicking the Generate button in the Edit Pending Child Item page.

For more information about how to edit pending child items, see the Editing Pending Child Items section.

If you select Manual in the Item Number Type field, the Description field accepts alphabetic text and does not validate digit, length, or characters. It is a 12-digit number starting with 3 that includes check digit validation

2. Select all diffs or individual diffs rows in the diff tables.

3. Then click Apply to generate child items. The Pending Child table is populated with all possible combination of the diffs selected in the Differentiator section.

4. If a range is applied for the diff group/value, the message Applied is displayed in the upper right corner of the individual table header.

Editing Pending Child Items

To edit pending child items, follow the steps below.

1. In the Pending Child Items section, select a record in the table.

2. Then select Actions > Edit , or use the Edit icon . The Edit Child Item page appears. The data of the selected child item is displayed.

3. If you edit a Variable Weight PLU, the format and prefix values are displayed.

4. Edit the Item and/or Description field, as necessary.

Note

You can edit the description also directly in the table.

If you edit an item with the item type number EAN/UCC-13, you can automatically generate the EAN number by clicking Generate button.

5. Then choose one of the following options.

Click OK to add your changes to the table and close the page.
Click OK and Edit Next to edit the next child item in the table.
Click Cancel to reject your entries and close the page.

Add Up Charges

Item up charges refer to the set of expenses that are incurred when moving an item from one store or warehouse to another within Merchandising.

Each up charge comprises of a calculation basis, cost basis, component rate and currency. The Item Up Charges page is only available when the Estimated Landed Costs option is enabled. The main set of up charges is expected to be held at the department level and only the exception records should be held at an individual item level. This ensures that duplicate records don’t exist at both levels unless the same component has different definitions attached to it (for example, different rates at the department and item level, and so on) at the two levels. Refer to the Cost and Price section for details on the definition process.

The Item Up Charges page contains the following sections.

Header

The header varies depending on how you access the page:

When you access the Item Up Charges page through the Item page, the header displays the item type, item number and item description.

When you access the Item Up Charges page through the Item List Search page, the header displays the item list number and the item list description.

Locations

3. Click Search . The item lists that match the search criteria are displayed in the Results section.

4. Select a record in the table.

5. Then select Actions > Mass Change > Up Charges . The Item Up Charges page appears.

Adding Locations

To add locations for up charges, follow the steps listed below.

Note

If you add locations for an item or an item list, you must enter an up charge component at the same time.

After you have added locations, you can select a location in the Locations section and add more components to this location.

1. In the Locations section select Actions > Add , or use the Add icon . The Add Locations page appears.

Note

The Maintenance Type field is only displayed for item lists. If you select Add and the up charge already exists, the details of the existing up charge will be overridden.

b. In the Component field, enter, select or search for the component. This field is a required field. On selecting a component, the remainder of the fields below are defaulted from the component definition. These fields can be updated if required.
c. In the Up Charge Group field, select an up charge group from the list. This field is a required field.
d. In the Computation Value basis field select the basis required. Either this field or the Cost basis are required for components that have a Calculation basis set to Value in the component definition.
e. In the Cost basis field, select the basis from one of Weighted Average Cost/Acquisition cost, Supplier Cost and Off Invoice Net Cost.
f. In the Component Rate field, enter the rate. This field is a required field.
g. In the Per Coun t field, enter the number of counts, if enabled.
h. In the Per Count Unit of Measure , enter, select or search for the UOM, if enabled.
i. In the Component Currency field, enter, select or search for the currency.
j. Select the value of the Include in Total Up charge Indicator.

4. Then choose one of the following options.

Click OK to add the location and close the page.
Click OK and Add Another to add additional locations.
Click Cancel to reject all entries and close page.

Adding Components

To add more components to a location, follow the steps listed below.

1. In the Locations section, select a location in the table.

2. In the Up Charges section select Actions > Add , or use the Add icon . The Add Component page appears.

Note

Only those locations which are ranged for the primary item can be added to the substitute items.

2. In the Location field, select the location type from the list. Then select the location.

3. In the Use in Replenishment section, select the checkbox next to the replenishment calculation indicator. You need to select one of the following options.

Stock : Indicates that the substitute item is included in determining the net inventory of the main item.
Sales : Indicates that the sales history for the substitute item is included in determining the maximum stock level.
Forecast Sales : Indicates that sales forecasts for the substitute items is used in calculating the location demand for the main item.

4. In the Fill Priority section, select whether the main item or the substitute item is primarily used to fill the recommended order quantities.

5. Then choose one of the following options.

Click OK to add the location.
Click Cancel to reject all entries and close the page.

Editing a Location

To edit a location, follow the steps below.

1. In the Locations section, select a location.

2. Then select Actions > Edit , or use the Edit icon . The Edit Locations page appears.

3. In the Location field, the location type and location are displayed.

4. In the Use in Replenishment section, edit the replenishment indicators, as necessary.

5. In the Fill Priority section, edit the options, as necessary.

6. Then choose one of the following options.

Click OK to save your changes.
Click Cancel to reject all entries and close the page.

Adding a Substitute Item

To add an item, follow the steps below.

1. In the Substitute Items section, select Actions > Add , or use the Add icon . The Add Substitute Item page appears.

Table 1-11 Item Import Attributes - Fields and Description

Fields	Description
Import Description	Enter the Importer’s description associated with the item. This description is different from the standard item description, as it must be a minimum of 2000 characters in length to support a more detailed description of the item.
Commodity	Enter a generic entity used to group items together. For example, ceramic products might be used to group all ceramic products (including bowls, vases, figurines, and so on) that are imported into the country.
Tooling and Assists:
Tooling Costs	Displays the tooling/assist costs for the item. When you record import attributes, enter the tooling/assist cost for the item.
First Order	If selected, the checkbox indicates that duty must be paid on the total value of the tooling expense the first time the item is shipped. Select or clear theFirst Ordercheckbox.
Amortize Base	Displays the number of units over which the tooling/assist cost will be amortized. This number is used to calculate the per unit amortization expense for estimated and actual landed cost records until the tooling costs are depleted. Enter the number of units over which the tooling cost will be amortized.
Open Balance	Displays the open balance of the number of units yet to be received over which the tooling costs will be amortized. The open balance is the number of units that the tooling costs will be amortized over minus the number of units already received. Enter the number of units in the open balance

Eligible Tariff Treatments

The Eligible Tariff Treatments page allows you to maintain which tariffs are associated with an item.

Tariff Treatments are used to determine the duty, tax, and fee rates that will apply. Some tariff treatments are conditional and apply to only those items that meet certain eligibility requirements. In this page you can maintain the conditional tariff treatments. These tariff treatments are the ones for which the item is eligible.

The Eligible Tariff Treatments contains the following sections.

Header

The header of the page displays Item Level (SKU/Style/ Reference Item), the item number and item description.

Details

The Details section displays the Tariff Treatment in the top right corner of the section. Additionally, the section contains the following three columns.

Item Quantity in HTS Reporting Units of Measure

This column lists the applicable units of measure 1-3.

Tariff Treatment Rates

This column lists rates, for example, specific or ad valorem rate.

HTS Details

This column lists the duty computation code, anti-dumping case and countervailing duty case number.

Assessments

The Assessments section displays the currency in the top right corner of the section. You can add, edit or delete assessments in this section.

The Assessments table shows the following columns by default.

Component and component description
Computation Value Base
Calculation Basis Rate
Per Count and Per Count UOM
Estimated Value and Estimated Value UOP
Update Orders

Maintaining HTS Classifications and Assessments for Items

To maintain HTS classifications and assessment for an item, follow the steps below.

1. From the Tasks menu, select Items > Manage Items . The Items Search page appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The items that match the search criteria are displayed in the Results section.

4. In the Item column, click the item link, or mark a record and select Actions > Edit , or use

the Edit icon . The Item page appears.

5. Then select More Actions > Import > HTS . The Item HTSpage appears.

Adding HTS

To add a HTS classification for an item, follow the steps below.

1. In the HTS section, select Actions > Add , or use the Add icon . The Add HTS page opens.

6. The Per Count field is populated automatically, once you select the cost component.

7. The Per Count UOM field is populated automatically, once you select the cost component.

8. Select the Update Orders checkbox to update the order with the entered information.

9. In the Component Nomination section, the following fields are populated automatically, once you select the cost component. These fields are required fields.

Nom Flag 1
In Duty
Nom Flag 3
In Exp
In ALC

10. Then choose one of the following options.

Click OK to add the assessment to the table and close the page.
Click OK and Add Another to add additional assessments.
Click Cancel to reject all entries and close the page.

11. In the Assessments section, select Actions > Recalculate , or use the Recalculate icon

to update the values.

Editing Assessment

To edit an assessment for the selected purchase order follow the steps below.

1. In the Assessments section, click Actions > Edit or use the Edit icon to add assessments. The Edit Assessment page opens.

2. The Component field is populated with the selected component of the Assessment table.

3. The Computation Value Base field is populated automatically. If necessary edit the value.

4. The Calculation Basis field is populated automatically.

5. The Rate field is populated automatically. If necessary, edit the value. This field is a required field.

6. The Per Count field is populated automatically. If necessary, edit the value.

7. The Per Count UOM field is populated automatically. If necessary, edit the value.

8. Select Update Orders checkbox to update the order with the entered information.

9. In the Component Nomination section, the following fields are populated automatically. Edit the values, if necessary. These fields are required fields.

Nom Flag 1
In Duty
Nom Flag 3
In Exp
In ALC

6. The Display Order field indicates the priority of usage of each image file defined.

7. Select the Primary checkbox to indicate that the image is the primary image for the item.

8. Then choose one of the following options.

Click OK to add the current image to the table and close the page.
Click OK and Add Another to add additional images for the item.
Click Cancel to reject all entries and close the page.

Editing Image Details

To edit item details, follow the steps below.

1. Select Actions > Edit , or use the Edit icon . The Edit Image Details page appears.

2. Edit the fields as necessary.

3. Then choose one of the following options.

Click OK to save your changes to the table and close the page.
Click Cancel to reject all entries and close the page.

Create a Like Item

To create like items:

1. From the Tasks menu, select Items > Manage Items . The Item Search page appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The items that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. Select Actions > Create Like Item , or click the Create Like Item icon.The Create Like Item page appears.

Click OK to navigate to Items page, which opens in edit mode with all the selected attributes copied from the like item.

For more information about the Item page, see the Item Page section.

Click Cancel to reject all entries and close the page.

Approve Items

After an item is created in Merchandising, it needs to be first submitted and then approved. Depending on your organization and process, the person to create and approve the item may be different. This workflow is to facilitate accountability and shared responsibility. An item can be submitted by using the status button on the screen. This button label shows the most logical next step in the approval flow. If there are other actions possible, they can be accessed through the dropdown. For example, when an item is in worksheet status, the button label is Submit and there is no other option available. However, when an item is in submitted status, the label of the button changes to Approve and the additional actions available in the dropdown are Worksheet and Submit Children; if the item has child items in worksheet status.

While submitting and approving an item that has child items under it, the option to submit and approve child items are also presented to the user. If such child items are not submitted and approved along with the parent item then it can be done separately from Item Children by Diff or Item Children page, depending on whether the child items are created by using differentiators or not. On these pages, the users have additional options and they can choose to submit and approve only the item selected in the table, or selected item and its children, or all items in the table, or all items in the table along with respective children. Parent items without any child items associated with them can also be approved.

Both at the time when item is submitted and when it is approved, there are a number of validations that are carried out by merchandising to ensure successful creation of item. Errors that prevent successful submission or approval of item can be viewed in Item Approval Errors page. This screen can be accessed by clicking the item status, in case errors are present.

Review Approval Errors

The Item Approval Error page allows you to view the reasons why an item cannot yet be submitted or approved.

To access the page

The Item Approval Errors page contains the following sections.

Header

The header of the page displays the Item Level (SKU/Style/ Reference Item), the item number and item description.

Table 1-12 (Cont.) Item Search - Basic Search Criteria and Description

Fields	Description
Item Type	Select one of the following item types from the list:Regular Item, Simple Pack, Complex Pack, Deposit Contents, Deposit Container, Deposit Crate, Deposit Returned Item, Transformed Orderable, Transformed Sellable.
Supplier Site	Enter the supplier site, select or search for the supplier site and number from the list.
VPN	Enter the VPN number, select or search for the VPN and number from the list.
Department	Enter the department number, select or search for the department name and number from the list.
Class	Enter the class number, select or search for the class name and number from the list.
Sub Class	Enter the sub class number, select or search for the sub class name and number from the list.

2. You can also click on the Saved Search drop down to select one of the saved sets of search criteria. Selecting a saved search populates the criteria section with saved criteria. If the saved search is selected to run automatically then the search will be executed too.

You can also choose to manage and personalize the saved searches by clicking Personalize in the list. The Personalized Saved Search page appears.

For more information on Personalized Saved Search, see Personalize Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide (Classic View) .

3. Click Search . The items that match the search criteria are displayed in the Results section.

4. Click Reset to clear the search criteria and results.

5. Click the Save button to save the current set of search criteria as a Saved Search. The Create Saved Search page appears.

For information on the Create Saved Search page, see Create Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide (Classic View) .

6. Click Done to close the page.

Searching for an Item Through the Advanced Search Criteria

To search for an item through the advanced search criteria:

1. Enter or select one or all of the advanced search criteria.

2. To narrow down the search, use the list next to the search fields. For example, determine if the entered value should equal or not equal the search result.

3. Click on the Saved Search list to select one of the saved search criteria. Selecting a saved search populates the search section with the saved search criteria. If the run automatically function is enabled for the search, the search is executed immediately.

You can also personalize your saved searches by selecting Personalize . The Personalize Saved Searches page appears.

For more information about the Personalized Saved Search, see Personalize Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide (Classic View) .

4. Click Search . The items that match the search criteria are displayed in the Results section.

5. Click Reset to clear the search section and results.

6. Click Save As… to save the current search criteria. The Create Saved Search page appears.

For more information about how to save your search criteria, see Create Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide (Classic View) .

7. Click Add Fields to add more fields for the advanced search. To remove the field from the search, click the x right next to the field.

8. Click Reorder to change the order of the available search fields. The Reorder Search Fields page appears.

Select the desired search field and use the up and down arrows to rearrange the order of the fields.
Click OK to confirm the new order of the fields and close the page.
Click Cancel to reject any changes and close the page.

9. Click Done to close the page.

Results

The Results section displays the items that match the search criteria.

Creating an Item

To create an item:

1. From the Tasks menu, select Items > Manage Items . The Item Search page appears.

2. Select Actions > Create , or click the Create icon . The Create Item page appears.

Table 1-13 (Cont.) Table - Actions Menu/Icons and Description

Actions Menu/Icons	Description
Wrap icon	You can wrap the values in the table column by using the Wrap icon option.
View Item Familybutton	Depending on the passed in item, the displayed item level vary. • Transaction Level Item (non-pack) By clicking theView Item Familybutton the passed in item’s parent if it available, all siblings and all children are displayed. • Sub-Transaction Level Item By clicking theView Item Familybutton the passed in item’s siblings, the passed in item’s parent if available, all siblings of the parent and its associated grandparent item are displayed. • Above transaction level item or a pack item TheView Item Familybutton is disabled.
View Item Hierarchybutton	Depending on the passed in item, the displayed item level vary. • Transaction Level Item (non-pack) By clicking theView Item Hierarchybutton the passed in item’s parent if available and any children are displayed in the table with the tree fully expanded and the passed in item highlighted in the table. • Sub-Transaction Level Item By clicking theView Item Hierarchybutton the passed in item’s parent items if they exist are displayed in the table with the tree fully expanded and the passed in item highlighted in the table. • Above transaction level item or a pack item TheView Item Hierarchybutton is disabled.

You can customize the view of the table by using the options in the View Menu.

Table 1-14 Table - View Menu/Icons and Description

View Menu/Icons	Description
Columns Detach and Detach icon	You can manage which of the columns will be shown in the table by clicking theShow AllandManage Columnsoptions. You can view the tables in the application in a separate page by clicking Detach or by using the Detach icon .
Collapse	You can collapse the current item level by clicking the Collapse option.
Expand	You can expand the current item level by clicking the Expand option.
Expand All Below	You can expand all levels below the current item level by clicking the Expand All Below option.
Collapse All Below	You can collapse all levels below the current item level by clicking the Collapse All Below option.
Expand All	You can expand all item levels in the table by clicking the Expand All option.

Table 1-14 (Cont.) Table - View Menu/Icons and Description

View Menu/Icons	Description
Expand All	You can collapse all item levels in the table by clicking the Collapse All option.
Scroll to First	You can scroll to the first record in the table by clicking the Scroll to First option.
Scroll to Last	You can scroll to the last record in the table by clicking the Scroll to Last option.
Reorder Columns	You can reorder columns by clicking the Reorder Columns option.
Query by Example and Query by Example icon	You can filter the items by one or multiple column values by clicking the Query by Example option or by using the Query by Example icon .

Managing Item Locations

In the Change Item/Loc Attributes page you can modify attribute values for an item, item parent or list of items at a designated location or group of locations.

Whether you change attributes for one item or multiple items depends on how you access the page. When you edit an item, you can change the attributes for the item. When you use an item list, you can change the attributes for all items on the item list.

For items :

1. From the Tasks menu, select Items > Manage Items . The Item Search page appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The Items that match the search criteria are displayed in the Results section.

4. In the Results section, mark a record and select Actions > Mass Change Item/Location . The Change Item/Loc Attributes page appears.

For item lists :

1. From the Tasks menu, select Foundation Data > Items > Manage Item Lists . The Item List Search page appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The item lists that match the search criteria are displayed in the Results section.

4. In the Results section, mark a record and select Actions > Mass Change > Item/ Locations . The Change Item/Loc Attributes page appears.

In a multi-channel environment, all changes at the warehouse level are applied at the virtual warehouse level. Each virtual warehouse within a physical warehouse can have a unique set of attributes.

The Change Item/Loc Attributes page contains the following sections.

Header

For items the header displays the item level description, or indicates if the item is a pack or reference item. Additionally the item number and item description is displayed.

For item lists the header displays the item list number and name.

Table 1-17 (Cont.) Location Attributes - Fields and Description

Fields	Description
Primary Variant	Enter or search for an item as the primary variant. This field is only available for items higher than transaction level.
Taxable	Indicate if the item is taxable at the location or not.
Sourcing and Handling:
Primary Supplier Site	Enter, select or search for the supplier who will be the primary supplier for the item/location combination.
Primary Country	Enter, select or search for the primary country for the item/location combination.
Source Method	Select the sourcing method from the list.
Source Warehouse	Enter, select or search for the source warehouse. Only available if you select Warehouse as the source method.
Costing Location	Enter, select or search for the costing location.
Store Order Multiple	Select the pack size level at which the item is shipped between warehouses and stores.
Ranged	Select if the locations are ranged for replenishment.
Inbound Handling Days	Enter the number of inbound handling days for the item.
Daily Waste %	Enter the average percentage lost form inventory on a daily basis due to natural wastage
Local Item Description:
Description	Enter the item description.
Short	Enter a short description for the item
Location Tier Height:
Tier	Enter the tier.
Height	Enter the height.
Price:
Ticketing Price	Enter the ticket price.
UIN:
UIN Type	Select the unique identification number UIN Type for the location from the list.
UIN Label	Select the UIN label for the locations from the list.
Capture Time	Select the capture time from the list.
Selling Phase Start Date:
Selling Phase Start Date	Select a date indicating the selling phase start date for store locations.
Update Selling Phase Start Date upon Receipt of
Direct to Store Orders	Select the option from the list.
Store to Store Transfers	Select the option from the list.
Warehouse to Store Transfer / Allocations	Select the option from the list.
Minimum Transfer / Allocation Units for Update	Enter the minimum number of units to trigger an update to the selling phase start date.

Adding Locations

To add one or more locations want to change for the selected item or item list, follow the steps below.

1. In the Apply Updates to section, select Actions > Add , or use the Add icon . The Add Location page appears.

2. In the Location field, select a location type from the list. Then enter the location.

3. Then choose one of the following options.

Click OK to add the current locations to the table.
Click OK and Add Another to add additional locations to the table.
Click Cancel to reject all entries and close the page.

View Item Inventory

See View Inventory by Location.

View Unavailable Inventory

See Unavailable Inventory in the Oracle Retail Merchandising Foundation Cloud Service Inventory User Guide .

View Open Orders

The Open Orders by Item page allows you to view a list of the outstanding orders for a selected item, item parent, or pack item.

To access the Open Orders by Item page, follow the steps below.

1. From the Tasks menu, select Items > Manage Items . The Item Search page appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The item lists that match the search criteria are displayed in the Results section.

4. In the Item column, click the item link, or mark a record and select Actions > Edit , or use

the Edit icon . The Item page appears.

5. Then select More Actions > Order Details . The Open Orders by Item page appears.

The page contains the following sections.

Header

The header of the page displays the Item Level (SKU/Style/ Reference Item), the item number and item description.

Request Tickets

Items generally have tickets or labels affixed to them in the store. While shoppers may note the price and size, sales clerks may glean quite a bit of additional information from the tickets and labels. An item may have multiple tickets and labels.

You can choose what information is printed on tickets and labels and under what circumstances they should be automatically printed. When necessary, you can choose to print tickets on demand. Ticket requests are transmitted to an external ticketing system for printing.

Before you can use tickets and labels, you must add the types of tickets to the system. After entering a unique ID and description for a ticket type, you choose which attributes of an item are to be printed on the ticket type. You also indicate whether the ticket type is a shelf edge label. If the ticket type is a shelf edge label, only one label per request is printed.

After the ticket types are defined, you can associate one or more ticket types with an item. You can associate ticket types with multiple items by using an item list.

The Ticket Request page allows you to enter what type of information must be printed on the ticket. You can choose from two types of information:

Attributes: System-defined characteristics of an item. For example, you can specify that the department, class, subclass, and retail price be printed on tickets.
User Defined Attributes: User-defined characteristics of an item. For example, you can indicate that a user-defined date, free-form text, or value be printed on tickets.

At this point, you indicate the circumstances under which tickets are automatically printed. The circumstances are:

When a purchase order is approved
When an order is received
When a permanent price change takes effect

If you use an item list, the ticket types that you add to the item list supersede existing ticket types associated with the items on the item list. A message appears requesting if the same ticket types to any subordinate level items.

Should the need arise, you can request tickets on demand. The request may be for a single item, items on an item list, or items on a purchase order. Requests may be edited until the tickets are printed.

Container redemption value: Customers may receive a refund if they return the containers for the associated items. You specify the amount of the refund.
Day/time/date: Customers cannot purchase the associated items before or after a specific time, on a specific day of the week, or on a specific date. You can also specify a combination of these time restrictions.
Tender type: Customers cannot use a specific type of tender to purchase the associated items.
Non-discountable: Customers cannot receive a discount on the associated items.
Returnable: Customers cannot return the associated items.
Quantity Limit: Customers are limited to a maximum quantity of the associated items that they can purchase in a single sale. You specify the quantity limit.

When you copy a configuration, the basic configuration information, such as product restriction type, are copied into a new configuration and assigned a new ID. However, the associated stores and items are not copied, so you must add stores and items to the new configuration.

4. In the Effective Date field, enter the date, or select the calendar button and select a date.

5. The Created field displays the date and timestamp when the product restriction was created.

Managing Product Restrictions

The Manage Product Restrictions option opens the Product Restriction Search page.

Managing product restriction involves performing one or more of the following tasks:

Searching for product restriction
Creating a product restriction from an existing product restriction
Editing a product restriction
Viewing a product restriction

You can access the Manage Product Restriction page from the Task Menu, select Items > Manage Product Restrictions . The Product Restriction Search page appears.

The Manage Product Restriction Search page includes the following sections:

Search
- For more information on the Product Restriction Search page, see the Searching for a Product Restriction section.
Results

Table 1-18 (Cont.) Product Restriction - Basic Search Criteria and Description

Fields	Description
Store	Enter, select or search for the store.
Department	Enter the department number, select or search for the department name and number from the list.
Class	Enter the class number, select or search for the class name and number from the list.
Sub Class	Enter the subclass number, select or search for the subclass name and number from the list.
Item	Enter the item or search the item by using the search icon.

2. You can also click on the Saved Search drop down to select one of the saved set of search criteria. Selecting a saved search populates the criteria section with saved criteria. If the saved search is selected to run automatically then search will be executed too.

You can also choose to manage and personalize the saved searches by clicking Personalize in the list. The Personalized Saved Searched page appears.

For more information on Personalized Saved Search, see Personalize Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide (Classic View) .

3. Click Search . The product restrictions that match the search criteria are displayed in the Results section.

4. Click Reset to clear the search criteria and results.

5. Click Save.. button to save the current set of search criteria as a Saved Search. The Create Saved Search page appears.

For information on Create Saved Search page, see Create Saved Search in the Oracle® Retail Merchandising Do the Basics User Guide (Classic View) .

6. Click Done to close the page.

Searching for a Product Restriction Through the Advanced Search Criteria

To search product restriction through the advanced search criteria:

1. Enter or select one or all of the following advanced search criteria.

Table 1-19 Product Restriction - Advanced Search Criteria and Description

Fields	Description
Matchoption	Check radio button All or Any. All - only product restrictions matching all entered search criteria are shown. Any - product restrictions matching any of the entered search criteria are shown.
Product Restriction	Enter the product restriction configuration.
Description	Enter a description for the product restriction configuration.
Type	Select the restriction type.
Effective Date	Enter the effective date for the product restriction or click the calendar button and select a date.
Tender Type	Select the tender type from the list.

ee

Editing Pending Child Items

To edit pending child items, follow the steps below.

1. In the Pending Child Items section, select a record in the table.

2. Then select Actions > Edit , or use the Edit icon . The Edit Child Item page appears. The data of the selected child item is displayed.

3. If you edit a Variable Weight PLU, the format and prefix values are displayed.

4. Edit fields, as necessary.

Note

You can edit the description also directly in the table.

If you edit an item with the item type number EAN/UCC-13, you can automatically generate the EAN number by clicking Generate button.

5. Then choose one of the following options.

Click OK to add your changes to the table and close the page.
Click OK and Edit Next to edit the next child item in the table.
Click Cancel to reject your entries and close the page.

View Issues

For downloads that occur in the background or uploads, you will receive a notification when the processing is complete. The notification will specify whether the process was executed successfully or not. Clicking on the link in the notification will take you to the Data Loading Status page in order to see the details. Alternatively, this page can be accessed by navigating to the Data Loading → Review Status option in the task list. This task flow opens up the Data Loading status page, which lists the status of each upload/download request. Requests that were processed successfully will have their status set to Processed Successfully. Requests that were not processed successfully will have their status set to either Processed with Errors or Processed with Warnings. For such requests, you can access the View Issues page by clicking on the View Issues button to review details of the errors or warnings associated with a selected upload or download request. See View Data Loading Status.

@ Done

In this guide

Guide: Items Management User Guide
Next: 2 Reclassify Items

Oracle Retail Knowledge Base

Explorer

1 Item Overview

Item Types

Note

Regular Item

Item Groups

Diffs

Packs

Simple Pack

Complex Pack

Deposit Items

Transformable Items

Create an Item

Note

Creating a One Level Item

Note

Note

Note

Creating a Two Level Item without Diffs

Note

Note

Note

Creating a Two Level Item with Diffs

Note

Note

Note

Item Page

Note

Comments

Deposit Items

Note

Transformable Items

Note

Note

Note

Note

Sellable Items

Yield from Orderable

Transforming an Item

Adding Sellable Items

Note

Note

Complex Packs

Note

Pack Item Detail

Simple Pack :

Complex Pack :

Note

Note

Editing Item Suppliers

Country of Sourcing

Note

Maintaining Countries of Sourcing for a Supplier

Note

Adding a Country of Sourcing for a Supplier of an Item

Note

Note

Note

Note

Editing Countries of Sourcing for a Supplier of an Item

Note

Dimensions

Adding Dimensions for a Country of Sourcing

Note

Editing Dimensions for a Country of Sourcing

Viewing an Item Supplier Country List

Note

Maintaining Item Supplier Country Locations

Note

Adding an Item Supplier Country Location Record

Deleting an Item Supplier Country Location Record

Item Bracket Costing

Editing Bracket Costs for Worksheet Items

Maintaining Manufacturing Countries for a Supplier

Note

Adding a Country of Manufacture for a Supplier of an Item

Add Supplier Units of Measure

Adding a Unit of Measure for a Supplier of an Item

Add Country and Zone Expenses