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

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

 

Use this field to indicate whether or not this product group is active. If you check the box to indicate that it is active, this product group can be assigned to a product. This is true for new products and changes to the group assignment for existing products. When you create new product groups, this field defaults to checked. If the check box is empty, this product group cannot be assigned to a product when creating new products or editing existing products. Inactive product groups cannot be entered at the Group prompt in Advanced Product Settings and Product Settings.

Enter the category to which this product group is assigned. If you click the Search button, you access the Read-Only Lookup Window, where you can select a category from the list. The lookup window does not list product categories that are inactive. If you enter an inactive category code directly into this field, the entry is rejected and an error message displays.

Use this field to specify a sales line discount account for this group. You may enter the account directly into the field or click the Action button to select an account using the GL Account Entry Screen. This field is validated in the order mentioned in the Post Line Discounts to General Ledger field on the Advanced tab of Point of Sale Control Settings.

Use this field to specify the account to offset the above Sales Line Discount account. You may enter the account directly into the field or click the Action button to select an account using the GL Account Entry Screen. This field is validated in the order mentioned in the note of the Post Line Discounts to General Ledger field on the Advanced tab of Point of Sale Control Settings.

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 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.  

 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.

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 A condition or irregularity recorded by the system. Exceptions can appear in reports, for example, items on a delivery manifest that were not delivered. 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.  

Use this field to automatically calculate a restocking fee for products in this group during the Enter a Return and Enter an Exchange processes. Enter a percentage from 0.00 to 100.00%. If you leave this field blank (default), the products in this group are included in the restocking fee calculated using the Restocking Fee on Returns % in Point of Sale Control Settings. If you enter zero in this group field, no restocking fee is calculated for the products in the group. To apply the percentage you enter in this field, automatic calculation of restocking fees must be activate in Point of Sale Control Settings; the restocking percentage cannot be blank in the control settings. If the Point of Sale Control Setting is zero, then only group level restocking fees are calculated.

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.

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.

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 promote/demote buttons 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.

The active user defined prompt codes that you established via User Defined Settings display in this column. Using the next column, you can enter responses to any or all of the settings displayed.

To enter a response to a setting, click in the response column of the corresponding setting and type the response to the setting. To edit a response, click inside the entry box in this column and type in the new response. When finished entering/editing responses to the settings, click the Save button to update.

Click on the Select button to specify a predefined response.  If a predefined response does not exist you are warned that the response must be manually entered.