EMS | Stock Creation - Bulk Products

EMS | Stock Creation - Bulk Products

Description

The Bulk Stock functionality provides the capability's of creating a range of products which can either sold as retails items or used professionally against services.  This section covers the ability to create the range of products based on the product attributes, configuring the dependency's and setting rules for ordering.

Pre-requisites

As with all systems, having an appropriate structure is vital to ease of use, with stock controlled items there is a Stock Structure, comprising:
Stock Suppliers - the companies you order your stock from - see Stock Suppliers
Stock Manufacturers - the branding on the packaging - see Stock Manufacturers
Stock Categories - the ranges or types of items - see Stock Categories
Stock Attributes - additional categorisation of items - see Stock Attributes

Resolution



In "Administrator" or via "Manager" click onto “Stock"

 

Creating New Product



To create new product click onto the "Create New Bulk" button above the green tick
  1. The following key details should always be entered:
    1. Description - This should be the common start for all the bulk items you are creating; the details will be added from the attributes later in the process.
    2. Barcode; this section is restricted as barcodes be assigned later to each product 
    3. Use Generated Barcodes - this allows the system to automatically generate a unique barcode which can then be printed
    1. Stock Type:
      1. Professional - for professional use only. Will not show on sales screens but will show in Stock Usage
      2. Retail - for retail sale only. Will show on sales screens but will not show in Stock Usage
      3. Both - for retail sale and professional use. Will show on sales screens and in Stock Usage
    2. Manufacturer - select the products brand from the list
    3. Category - select the products category type form the list
    4. Income Centre - select the appropriate entry from the dropdown list.
  1. Site defaults can be configured which are adopted by all sites and stock rooms
    1. Supplier - select the appropriate entry from the dropdown list
    2. Supplier Reference - enter a reference used by the supplier to facilitate stock ordering
    3. Allocation Code - enter the relevant code if you have an interface to your hotel property management system (or PMS)
    4. Pack Size - if the item is ordered in packs greater than one 
      1. Enter the Pack Size, i.e., 100 score cards in a box but sold singularly
    5. Order Whole Packs - tick this only if single items are not also available when ordering
    6. Order Must Not Exceed Maximum In Stock Level - useful with larger pack sizes to ensure that orders will not result in an excessive stock holding
  2. Room Details
    1. Reorder Level - define level before prompted to re-order 
    2. Minimum Units per Order - set the minimum units, if zero no restriction
    3. Maximum In Stock -the level used to with stock orders to replenish your stock levels
  3. Site Allocation - move the sites stocking the product from left to right to allocate using the arrows
  4. Click the Green Tick to confirm creation, and open the "Attribute" screen

Stock Item Bulk Attributes


  1. Click the Green tick. The Stock Item Bulk Create window will now display:
    1. Select the first Attribute from the dropdown
    2. Click the Green+
    3. Tick all the Property Names that can apply to these bulk items
    4. To add additional Attributes repeat the process
    5. The Attributes will be added to the description

  1. Tick all the Property Names from the second Attribute that can apply to these bulk items
    1. Repeat this process until you have identified all the relevant Attributes and the Property Names that can apply to these bulk items
    2. To remove an Attribute, click the   adjacent to its description
  2. Click the Green tick to create the bulk items.

Bulk Creation Review

 
The Bulk Creation Review screen will now display:
  1. Select the relevant Site if the stock items have been allocated to more than one Site.
  2. Barcode; ideally scan this in using the barcode scanner but can be entered manually.
  3. Barcodes can be entered as numbers, letters, or a combination of the two. If a product range does not come with supplier’s barcodes, enter short codes as an option for identifying the items at point of sale. Premier POS will also allow you to create item specific “Hot Buttons”.
  4. Supplier Reference; enter if known to facilitate stock ordering.
  5. Enter the Retail and Cost Prices, as well as Loyalty Points values if so required. Two methods are available.

  1.  Individually, Line by line - for use when each item has its own prices and points values.
    1. Enter the prices and points values directly into the table.
  2. In the first column of the table, click the tick boxes of the items to be included. If all items are to be included, tick the top tick box adjacent to Select. If most items are to be included, tick Select and then un-tick the items you do not wish to include.
    1. Enter the prices and points values in the relevant boxes along the top of the screen.
    2. Click Update All Selected.
  3. Regardless of which method you used to enter the prices and points values, click Confirm once they have all been entered.


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