Group Settings

Customer > Settings > Inventory Hierarchy Settings > Group Settings
Merchandising and Distribution > Purchasing > Buyer/Merchandiser Tools > Buyer Tools > Settings > Inventory Hierarchy > Group Settings
Merchandising and Distribution > Purchasing > Buyer/Merchandiser Tools > Merchandiser Tools > Settings > Inventory Hierarchy > Group Settings
Merchandising and Distribution > Purchasing > Buyer/Merchandiser Tools > Settings > Inventory Hierarchy > Group Settings
Merchandising and Distribution > Inventory > Settings > Inventory Hierarchy Settings > Group Settings
Merchandising and Distribution > Settings > Inventory Hierarchy Settings > Group Settings
Accounting > Third Party Accounting > General Ledger > General Ledger Settings > Group Settings
System Administration > Get Started - Enter Your Information > Get Started Step 9 - Merchandise > Group Settings
System Administration > System Settings > Merchandising and Distribution System Settings > Inventory Hierarchy Settings > Group Settings
System Administration > System Settings > Accounting System Settings > General Ledger System Settings > Group Settings

Within the STORIS Inventory Management feature is the following three-tiered hierarchy structure.

Prior to creating your product records, you must create your product groups. Furthermore, prior to creating your product groups, you must create your product categories. Your product groups should be relatively descriptive. Typical STORIS users have between twelve and twenty-five product categories. By contrast, you can have an unlimited number of product groups. Click here for specific examples of the category/group/product relationship.

If you change the product group for a product and the product appears on existing orders, the orders do not update with the change.

Right-Click Menu

Right-click menus are user-defined menus available in selected routines. The options listed above come delivered with STORIS, but you can edit these menus using the Dynamic Escape Settings.

View Product Category Details

General

Ledger Account Numbers

The Ledger Account Number fields on this screen are optional. If you leave blank any of the GL account fields in this Group record, your accounting system uses the default general ledger accounts set up in the General Ledger Assigned Account Settings.

Contact Management

The fields in this section are affected by your settings on the Lead Information tab in the Sales Lead System Control Settings. If not using the InTouch CRM contact management feature, leave these fields blank.

Routing

These fields make up the second level of the hierarchy mentioned in the Route Mapping Control Settings, the purpose of which is to allow a broad definition of capacities and unload times.

For all products in this product group, enter the delivery volume for one unit of a selected product. The system references this field when calculating delivery volumes to customers. You need to enter a value in this field only if the delivery volume of the product differs from the receiving volume for the product.

You can specify the precise cubic volume of the product, or you can enter an amount based on a unit of measure of your choice. For example, you can enter 3 for a three-cushion sofa, or 2 for a two-cushion sofa.

For accurate delivery capacities, STORIS recommends you use the same unit of measure for all products.

For all products in this product group, enter the shipping volume for one unit of a selected product. The system references this field when calculating receiving volumes from vendors and delivery volumes to customers.

You can also use this field when basing the distribution of freight dollars on volume units in the Receive a Purchase Order With a Separate Freight Bill (Container Receiving) process.

Replenishment

The system uses the Primary and Secondary Warehouse fields with the Automatic Stock Replenishment feature. You can set replenishment locations in several files. When searching for a replenishment warehouse, the system checks the Primary and Secondary Warehouse fields in the following routines, in the following order:

This field is only accessible when you specify a primary warehouse location for replenishment. Use this field to select the locations you want to target for distribution of merchandise within this product group. You use this field only in conjunction with the primary and secondary warehouse locations specified within this record.

If you click the Search button at this field, you can select target stores or warehouses from the list of valid Warehouse/Store Locations that appears. The location you specify here cannot be the same as the Primary or Secondary Warehouse locations selected above.

When replenishment occurs for a product group, the Primary/Secondary replenishment warehouses are used for all Target Location(s), regardless of whether they are store or warehouse locations. The ability to define separate replenishment locations for store and warehouse locations is not provided at the group level.

This field is used to report gross profit for zero-cost special-ordered products. Use this field to specify the percentage of the selling price you want to use when calculating the approximate cost for zero-cost, special-ordered products. You can also specify this percentage at the Category level or in Special Order Control Settings.

The cost calculation obtains the zero-cost retail percent using a hierarchy comprised of Group Settings, Category Settings, and Special Order Control Settings, in this order. The first zero-cost percent amount found using this hierarchy is the percent used in the cost calculation. A value of zero is a valid amount in the zero-cost retail percent and is used in the hierarchy. The value must be null in order to move to the next hierarchy level.

This cost is not written to the purchase order, and is used to determine the approximate gross profit amount that displays on the following reports: Report Written Sales Dollars and Report Written Sales by Salesperson.

If a check appears at the Use Replacement Cost as Default field on the Miscellaneous tab in the Purchasing Control Settings, the system uses the replacement cost for each product instead of the percentage you enter here.

Use this field to enter the minimum gross profit percentage (if any) you want to maintain for sales order line items associated with this product group whose default selling price is changed during sales order entry. If the edited price does not meet the minimum gross profit percentage, the system may issue an exception alert, depending on the check level setting.

STORIS uses a hierarchy to determine the minimum gross profit percentage and check level for sales order line items.

Product Identifier

Use this tab to establish format preferences for auto-generation of product ID's at the product group level. To establish these settings at the global level, use the Product Identifier tab of Inventory Control Settings.

Use this field to indicate the format of auto-generated product codes for products belonging to this group. If you select Use Inventory Control Settings, this Product Group has no special requirement for the Product ID. Therefore, the Product ID is created based on the system default from the Product Identifier tab of Inventory Control Settings. This is the default setting for all new Product Groups.

If you select Next Product Number, the Product ID for products in this group is generated using the sequential counter in the Next Product Number field of Inventory Control Settings.

If you select Dynamic Identifier, the ID for products in this group is generated based on the information you define in the Dynamic Identifier section on this tab, rather than in Inventory Control Settings.

Dynamic Identifier

If you select Dynamic Identifier at the Format field, use this section to define the format and components of the auto-generated product code. To expand and collapse each section below, use the expand and collapse buttons

Sequential Counter

If the format is set to Dynamic Identifier, this field is required. Use this field to define the maximum length of the internal sequential counter that is used to generate the product ID and is appended to the end of the defined components of the product ID.

You can check this box to make the sequential counter a fixed length based on the Maximum Length defined. Therefore, if the counter has fewer characters than the maximum, the number is filled with preceding zeros. For example, if you set the Maximum Length to 5 and the counter is currently at 123, the sequential counter appended to the Product ID is 00123. If this setting is not checked, the counter 123 is appended to the ID.

Components

This display-only field provides a running total of the maximum length of all Product ID Components in the grid, in addition to the maximum length of the sequential counter. This total cannot exceed the Maximum Identifier Length.

This display-only field shows the maximum length that can be used for the Product ID.

Product Attribute - If the component is a product attribute, it is displayed in this column. You can click the arrow button in this column to change the product attribute listed in the grid. To add a new Product Attribute, click the Add Product Attribute button. (See below.)
Text - If the component contains a text entry, the text is displayed in this column. You can change the text appearing in this column by directly editing the column in the grid. To add a new Text component, click the Add Text button. (See below.) Text and Product Attribute components cannot exist on the same row of the grid.
Maximum Length - This column is used to define the maximum length allowed for the Product Attribute component on that row. If the Product Attribute exceeds this length, it is truncated using left justification. For example, if you have a maximum length of 5 and your data for the component is 123456, the Product ID contains 12345 for this component. This setting applies to Product Attributes only.
Fixed Length - This setting applies to Product Attributes only. If you check the box, the component's length on that row is limited to the fixed length defined in the Maximum Length column. If the component length is less than the maximum, the data is filled with leading zeros. For example, if you have a maximum length of 5 and your data for the component is 123, the Product ID contains 00123 for this component.
Strip Text - This setting applies to Product Attributes only. If the Product Attribute contains text you want to eliminate from the ID, it is displayed here and can be changed. You can enter or edit the text directly in this column of the grid or enter it on the Add Product Attribute screen when you add the attribute to the grid. For example, if the product group attribute contains a hyphen, as in 123-45, and you indicate the hyphen (-) as the strip text, the Product ID contains 12345 as the component.
Remove - To remove a component, click the associated Remove button in the grid.

To change the sequence of the components, select the line and use the up/down arrows to move the component to the desired position.

Click this button to access the Add Product Attribute window, where you can choose a Product Attribute and define the requirements to be added as a new component to the grid.

Click this button to access the Add Text window, where you can add a Text component to the last row of the grid. In most cases, this is used as a delimiter to separate Product Attributes. For example, if you want the Product ID to contain the Product Group and Collection number, but separate the two attributes with a hyphen (-), add the "-" (hyphen) as a text component.

User Defined Settings

Use this tab to enter additional information for the current product group. The active prompts that you defined via User Defined Settings are displayed in the first column of the grid on this screen. In the second column, you can enter responses to any of the prompts listed. In the third column, if there are predefined responses you can click the Select button to specify your response.

You can also use this screen to edit a response. Entries on this screen are for information only; no processing occurs based on this information.