Editing Items

These sections describe how to edit the fields and details of Items. The following operations are available:

Editing Item General Information

The following checkboxes are found in the General Information section of the Item details dialog:

Clicking Edit in the General Information section opens a form that lets you edit the fields that are presented when first creating an Item. After editing them, click Update to return to the Item details dialog. See Creating New Items for information on these fields.

Adding Localizations to Items

Add and edit locales in the Localizations section of the Item details dialog. For each locale where the Item is to be used, do the following:

  1. Select the corresponding language from the Localization Code drop-down list and click Add.
  2. Click the name of the language in the list to open the Edit Localized General Information dialog for that language.
  3. Enter localized values in the fields as desired. The following fields, all text fields, are available:
    • Label
    • Short Title
    • Long Title (optional)
    • Description (the plain text Description appears by default; check the HTML box to include an HTML edit control for editing the HTML version of the Description)
    • Keywords
    • SEO Title
    • SEO Keywords
    • SEO Description
    • Price Title
  4. Click Update to save the edits and return to the Item details dialog.

Assigning Items to Catalogs

Catalogs are used to organize your company at a high level. For example, if you have multiple brands, you might create a Catalog for each brand.

To assign a single Item to a Catalog from the Item details dialog:

  1. In the Inventory accordion menu, select the Inventory Manager.
  2. Browse or search for Items as described in Searching for Items.
  3. Select an Item by clicking its ID. The Item details dialog opens.
  4. Scroll to the Catalogs section.
  5. Select a Catalog from the drop-down list and click Add. Catalogs are configured in General Preferences.
  6. You can assign multiple Catalogs to the Item by repeating the process.

If the Item is a Master Item, then the Allow Child Override checkbox is visible. Checking this box assigns its Child Items to Catalogs individually. If it isn't checked, then its Child Items don't inherit the Catalogs belonging to this Item. By default, it isn't checked.

If the Item is a Child Item, and its Master Item does not have Allow Child Override checked, then the Catalogs section is read-only and shows “Inheriting from Master” instead of the drop-down list and Add button.

To assign one or more Items to a Catalog from the search results:

  1. In the Inventory accordion menu, select the Inventory Manager.
  2. Browse or search for Items as described in Searching for Items.
  3. Select one or more Items in the list using the checkboxes.
  4. Select the desired Catalog in the Modify the Catalog on these ___ Items section below the search results.
  5. Click Add to Catalog.

To unassign one or more Items from a Catalog, follow these steps:

  1. In the Inventory accordion menu, select the Inventory Manager.
  2. Browse or search for Items as described in Searching for Items.
  3. Select one or more Items in the list using the checkboxes.
  4. Select the desired Catalog in the Modify the Catalog on these ___ Items section below the search results.
  5. Click Remove from Catalog.

Assigning Items to Categories

Categories are used to organize your Items into logical groups.

To assign an Item to a Category:

  1. In the Inventory accordion menu, select the Inventory Manager.
  2. Browse or search for Items as described in Searching for Items.
  3. Select an Item by clicking its ID. The Item details dialog opens.
  4. Scroll to the Categories section.
  5. Click Add.
  6. Select the root Category link. The next level of Categories in the hierarchy appears.
  7. Select the next Subcategory link. The next level of Categories in the hierarchy appears.
  8. Continue navigating until you select an end-node Category. That Category is added to the list.
  9. To add the Item to another Category, repeat the steps.

Editing Item Attributes

In addition to the default fields available for Item records, you can create custom fields in the form of Attributes. Each Attribute is attached to one or more Object types. An Object of one of these types includes the Attribute in its data record.

To create an Item Attribute, create an Attribute and attach it to the Item or Item Serialized Object type. See Managing Data in Order Management: Objects.

To define a value for an Item Attribute:

  1. In the Inventory accordion menu, select the Inventory Manager.
  2. Browse or search for Items as described in Searching for Items.
  3. Select an Item by clicking its ID. The Item details dialog opens.
  4. Scroll to the Attributes section.
  5. If the desired Attribute is hidden, check the Show Hidden Attributes box.
  6. Select the desired Attribute from the drop-down list and click Add. Click Add All to add all Item Attributes to this Item.
  7. To edit the value of an Attribute in the list, click its name to open its edit dialog. You can also click Edit All to open an edit dialog that includes all Attributes assigned to this Item. After updating the values, click Update to save the changes and return to the Item details dialog.

Assigning Item Vendors

A dropship Item must be assigned a Vendor so that it can be sourced when ordered. Non-dropship Items can also be assigned Vendors for restocking purposes.

Don't assign dropship and non-dropship Items to the same Vendor. If the same Vendor provides both types of Items, configure two separate Vendors to represent it in Order Management.

To assign a Vendor to an Item:

  1. In the Inventory accordion menu, select the Inventory Manager.
  2. Browse or search for Items as described in Searching for Items.
  3. Select an Item by clicking its ID. The Item details dialog opens.
  4. Scroll to the Vendor section.
  5. Select a Vendor from the drop-down list and click Add. Vendors are added to Order Management in the Vendor Manager.
  6. Click Edit to edit the fields for the Vendor. The following fields are available:
    • Vendor Item Code
    • Vendor Item Description
    • Vendor Price
    • Vendor Min Qty
    • Vendor QOH
    • Preferred (checkbox)
  7. Click Update to save your changes.
  8. Assign multiple Vendors to the Item by repeating the steps.

Setting Up Item Associations

You can directly associate an Item with another Item in the Associations section of the Item Details dialog as follows:

Note: When you create an Item Association, the corresponding inverse Association is automatically created for the associated Item. For example, if you create an Up Sell Association with Item B on Item A's Details dialog, a Down Sell Association with Item A is automatically created for Item B.
  1. In the Inventory accordion menu, select the Inventory Manager.
  2. Browse or search for Items as described in Searching for Items.
  3. Select an Item by clicking its ID. The Item details dialog opens.
  4. Scroll to the Associations section.
  5. Select an Association type from the drop-down list. Types include:
    • Cross Sell
    • Kit Includes
    • Related To
    • Up Sell
    • Uses
  6. Enter the Item code of the associated Item in the Item Code field.
  7. Click Add. The Association appears in the list.
  8. If the Item is a Kit Item, you can specify a quantity of the associated Kit Includes Item by clicking Edit in the row for that Association. Enter a quantity in the Qty field and click Update. (The quantity field is meaningless for other Item types.)
  9. To delete an Association, click the trash can icon in its row. You can only delete an Association from the Item Details dialog for the Item where the Association was created. For example, if you created an Up Sell Association with Item B on Item A's Details dialog, you can't directly delete the generated Down Sell Association on Item B's Details dialog. You can only delete the Up Sell Association, which automatically removes the corresponding Down Sell Association.

Modifying the Prices of Items

To modify the Cost, Sales, and/ or MSRP Prices of one or more Items:

  1. In the Inventory accordion menu, select the Inventory Manager.
  2. Browse or search for Items as described in Searching for Items.
  3. Select one or more Items in the list using the checkboxes.
  4. In the Change the Basis Price on these ___ Items section below the search results, select Percent to change the price by a percentage of one of the prices or Flat to change the prices to fixed amounts. The default is Percent.
    • If changing by a percent, the following fields are available:
      • Basis: Select Cost, Sales, or MSRP. The updated prices are calculated as a percentage of this price.
      • Cost %: The value entered here is added to the selected Basis price to calculate the new Cost. Enter a negative value to reduce the price.
      • Sales %: The value entered here is added to the selected Basis price to calculate the new Sales Price. Enter a negative value to reduce the price.
      • MSRP %: The value entered here is added to the selected Basis price to calculate the new MSRP. Enter a negative value to reduce the price.
    • If changing by a fixed amount, the following fields are available:
      • Cost: The value entered here replaces the existing Cost.
      • Sales: The value entered here replaces the existing Sales Price.
      • MSRP: The value entered here replaces the existing MSRP.
  5. Click Modify Price.

Example

This example illustrates changing the prices by a percentage:

  1. The initial values are as follows:
    • Cost: $100
    • Sales: $200
    • MSRP: $300
  2. Select Percent from the Price by drop-down list.
  3. Select Cost from the Basis drop-down list.
  4. Enter the following in the remaining fields:
    • Cost %: 50
    • Sales %: 150
    • MSRP %: 200
  5. Click Modify Price.
  6. The final values are as follows:
    • Cost: $150
    • Sales: $250
    • MSRP: $300

The initial Cost price of $100 has been increased by 50%, 150%, and 200% to calculate the three new prices. (The new Cost = $100 + 50% of $100, or $100 + $50; the new Sales Price = $100 + 150% of $100, or $100 + $150; the new MSRP = $100 + 200% of $100, or $100 + $200.)