Some system control settings are accessible
by STORIS personnel only.System Administration > System Settings > Merchandising and Distribution System Settings > Special Order Control Settings
Use this routine to specify your preferences for special-order products. The settings affect the way STORIS handles special-order products in entry routines such as Sales Order Entry and Special Order Entry, for example CFO (Customer-Formulated Option) - One of three user-defined fields in which you can specify "cosmetic" information about special-order products such as fabric, grade, and finish. The fields appear in both the Special Order Control Settings and the Vendor Special Order Option Settings. information or product on-the-fly Performed simultaneously, in the midst of another routine. For example, creating a new product during sales entry rather than leaving the sales process to create the product in product settings. defaults.
Some system control settings are accessible
by STORIS personnel only.
The responses you enter here appear as CFO Option prompts in Special Order Entry, prompting you to supply additional information on the special-order product you are entering in that routine. The following is an example of three user-defined special order options:
Field 1 - Color/Pattern
Field 2 - Fabric/Finish
Field 3 - Misc/Grade in the third
The maximum number of characters for these fields is 13.
The prompts you enter here are global CFO information prompts.
You can also enter vendor-specific CFO information via the Vendor
Special Order Option Settings. CFO information by vendor
overrides the global settings you make here.
Vendor Model
Number(LOCKED - STORIS access ONLY!)
If you select this field for one or more of the SO fields above, the system
includes the information entered in the corresponding SO Field when creating
the vendor model number during Special
Order Entry. For example, if the vendor model number is ABC
and you enter BLUE at the user-defined
prompt during Special Order Entry, the system generates the vendor model
number as ABC-BLUE.
Advanced Product Settings (Full)To use
the Advanced Product
Settings routine when creating products on-the-fly in sales order
entry, check the box. To use the Product
Settings routine, leave the box blank.
Serial Number RequiredTo require
users to provide a serial number when entering the information for a product,
check the box. Otherwise, leave the box blank.
Commission CategoryEnter
the default product commission category for special order products. For
more information about Commission Category and Commission Matrix, Click here.
Zero Cost Written Retail Percent
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 Group or Category level.
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.
Automatically CreateIf you
check the box, the system automatically creates
a purchase order when entering a special-order product on a sales
order, provided insufficient stock exists. If you leave the box blank
and no stock is reserved for the sales order, the system prompts you to
create a purchase order.
To require users to either create or modify a purchase order or reserve Allocate inventory to the line item. the item when ordering a special-order product A product whose characteristics you can modify such as color or fabric. STORIS lists these custom options in descriptions for special-order products, allowing you to identify individual products based on their unique characteristics., check the box. If you leave the box blank, users must manually reserve special-order items to sales orders.
You cannot disable
this field when ATP
is active.
This field overrides the Create special-order purchase orders within
POS entry field in the Extended Security
settings. If you leave this field blank, the Create special-order
purchase orders within POS entry field determines whether the option
appears in order entry for specified users to create a purchase order
or reserve the item. If you leave blank both this field and
the Create special-order purchase orders within POS entry field, no
option appears to create purchase orders during sales order entry.
Buying GroupEnter
the default buying group you want the system to use when creating purchase
orders on-the-fly for special-order products in Sales
Order Entry. The system uses this entry if no buying group is assigned
in the Advanced Vendor
Settings for the vendor on the purchase order.
LayawaysTo allow
users to enter special-order products on layaway A sales transaction in which a customer leaves a deposit to reserve specified merchandise.
orders, check the box. Otherwise, leave the box blank.
QuotesTo allow
users to enter special-order products on quote A sales transaction in which a customer receives a documented selling price for specified merchandise in exchange for the customer's contact information. No merchandise is reserved and no deposits are accepted.
orders, check the box. Otherwise, leave the box blank.