Use this process to enter or update pricing and other merchandising information for selected products. The process consists of the following routines:
Process Merchandising Decisions - Use this routine to create a list of products whose merchandising information you want to review and/or edit. When you click on Run, the
Select Products for Merchandising Decisions appears. Use this screen to refine your list. When you click on Save, the
Single Product Review Screen appears. Use this screen to do the following for the selected products:
- adjust product pricing, including markdown pricing,
- create transfers,
- create purchase orders.
The Process Merchandising
Decisions screen is identical to the pre-screen on the Report
Merchandising Activity routine. We suggest you run the Report
Merchandising Activity routine first to identify the products you want
to update, then run the series of routines associated with the Process
Merchandising Decisions routine (described above) to apply the updates
to the selected products.
The output of this process
may be affected by Regional
Processing restrictions.
The locations available to you may be affected by inquiry restrictions
specified on the Location Restrictions tab of the Create
a User routine.
The following buttons appear on the bottom of the screen for each of the screens in this series of routines.
Previous - move to the previous product on the list. This button is active only if you select multiple products via the Select Products for Merchandising Decisions Screen.
Next - move to the next product on the list. This button is active only if you select multiple products via the Select Products for Merchandising Decisions Screen.
When navigating away from the current product,
the program checks all of the fields necessary to create a transfer and/or
a purchase order. If partial or incomplete data is found, a message
appears and you must enter the necessary data before you can continue.
If you navigate away from a product via the Previous or Next buttons, the
program remembers your edits and displays them when you return to that
product.
Clear - removes all data entered during the current session for the selected product on the current tab.
Delete - removes the current product from the processing list and removes any data associated with that product entered during the current session.
Action - accesses the Advanced Product Settings (Product tab only).
Exit - exits the process and discards all data entered up to that point.
Save - Saves your changes and initiates any requested processing. You can click the Save button on any of the three tabs to process your requests.
- If you request purchasing, a prompt appears asking whether you want to create purchase orders manually or automatically.
- If you change any product’s purchase status to or from M, D or T and also enter a markdown price, a prompt appears asking whether you want to generate a list you can use for printing new floor tags. The program creates a separate list for each location at which the marked-down product is stocked, provided all pieces were not transferred out.
- If you change any product information, the program updates the Product file. The program reports any errors found and creates all appropriate comment and audit records.
- If you request transfers, the transfer documents are created. If the availability of a product changes, you are prompted whether or not to continue. Otherwise, the program does not display any processing messages. When processing is complete, the routine exist to the menu. (See Transfers below for more processing detail.)
If you request transfers via the Single Product Review Screen, the Process Merchandising Decisions routine creates the transfers when you click the Save button. If you select multiple products, the routine consolidates transfers for products that have the same
transfer-from location
transfer-to location
transfer date
Otherwise, the program creates separate transfers for each product.
If during processing, the availability of a given product changes, thus creating a quantity insufficient to complete the transfer as requested, a prompt appears indicating X was requested for transfer but only Y is available. You can choose to continue the transfer with the available quantity or abandon that specific transfer request.
If you request purchasing via the Single Product Review Screen, a prompt appears when you click on Save asking whether you want to create purchase orders manually or automatically. Regardless of your choice, the process groups products with the same
- vendor,
- vendor ship-from location (if specified), and
- delivery date.
The automatic process creates a separate purchase order for each group, and displays a message indicating the purchase order numbers created.
If you choose to create purchase orders manually, the Assign Products to Purchase Orders screen appears next. You can use this screen to create sub-groups of your purchasing requests, each of which can become a separate purchase order. You can also choose to exclude selected purchasing requests from the purchase orders you create.