Navigator Ranking Reports

Field Name

Description/Instructions

Product Line

The code of the product line to which this item belongs. Product lines must first be set up in the Product Line File.

Item Classes

These codes further classify the item.

• Class 1 is the most general of the three item classes. It is also the most important because it is used in the pricing and salesperson assignment programs.

• Class 2 gets more specific classification than Item Class 1. For example, an Item Class 1 entry should be broken down into Item Class 2 entries. You must define these entries in the Classification Codes File - FIL 19.

• Class 3s are used if other meaningful classification is needed for your items.

Item Number

The first three characters need to match the Mfgr code. The 13 characters after the Mfgr code can be anything you choose. We recommend that if you use the Mfgr code, use it as your item number. Ignore the color and pattern title.

If you do not have a Mfgr code, and must create your own code, the key to finding the item number easily is consistency. For ceramic tile the color field should be the first two character of the product line and the next two characters could be the color. Enter the size in the pattern field. You could enter 4 x 4 44 or just 4. For example, from AOT Bright and Matte Blue 4x4 you could create item number AOT BMBL 44.

Trim Class

Items are assigned to a trim class in the Item File. Some examples are:

• For ceramic tile, you might see codes such as BN for bullnose and AN for angles.

• For wood, you can assign trim classes for items such as reducer strips and stair nosings.

• Trim class can also be used to identify items that are not core items, but support the sales of core items.

Item Policy Codes

Policy codes are used to trigger special processing or to identify special items. Following is an explanation of the system-defined policy codes:

• A# - Area Rug Item unique dimensions and price - This policy code is one of the keys that activates the serial number unique dimension functionality.

• A$ - Serialized item with pricing and dimensions established at the serial number level and sold by the "PC" or "EA".

• CD - Do not skip lines on invoices and order acknowledgements. Items with this policy and the same manufacturer and color number print on documents without skipping lines between them.

• DI - To be discontinued. The item appears on the Discontinued Items List.

• DV - For quantity break groups, divide by the multiplier instead of multiplying. For example, if the item has a native unit of measure of QT, and is counted toward quantity breaks figured in gallons, use this policy and multiplier 4. This means each QT will be converted as 1/4 gallons toward the quantity break. You should construct quantity breaks using the lowest common denominator approach, so you never need to divide. However, you might need this code when adding new types of items to an existing quantity break group.

• MI - Manufactured internally. This code identifies your own products if your company is a manufacturer that sells goods from both company plants and outside vendors.

• MS - Mandatory lot number. The item must be received and sold by lot number.  This code activates the use of the lot number field, which is different from the serial number field.

• NB - No broken units. A unit of measure is entered in the Smallest Sales U/M field for this item. The system only accepts orders that do not break that unit of measure.

• NF - No fund contributions. Exempts items from getting overbills or points regardless of the type of promotion or customer. This code is typically used for samples or services such as freight charges.

• NR - No rebates or cost allowances. Causes the system to bypass all Promotional File rebates or cost allowances for the item, while still allowing promotional prices to be used.

• OV - Outside vendor item. Use this code if your company is a manufacturer, and you want to label items that are not produced internally.

• G# - This policy code identifies an item as being plastic laminate, or another form of solid surface sheet goods that requires a “grid” screen on Order Entry. This policy can only be entered in the first Policy Code field. Contact Dancik International if you require detailed information regarding programs for plastic laminate.

• P# - Slab item. This policy activates system functions that manage the unique properties of marble and natural stone slabs. This code ensures that the slabs are entered with width and length in inches, and sold by the slab.

• PU - Identifies that an item’s picking unit of measure is the preferred default unit of measure instead of the native unit of measure. This policy alters the default unit of measure on many input screens, from native to pick unit of measure, and causes many inquiry screens to convert quantities to the pick unit of measure. This policy makes management easier for certain types of products that are priced and analyzed in an area or volume unit of measure, such as SF or GL, yet always sold and handled by the piece or each (PC or EA).

• RD - Request Description; triggers a message screen to automatically display during order entry. This allows additional comments to be entered for specific items as needed. You can apply policy RD to any item where item specific instructions are needed at the time of order entry. Typically, this feature is designed for special order items.

• RI - Restricted item; the item is sold on an exclusive basis.  

• RO - Remaining balances only. This policy affects serial numbered items on Order Entry. All items using the RO policy force the order entry operator to take the remaining balances of any serial numbers or rolls. For example, if a serial number has 50 square feet available, you must be certain items from many product lines and manufacturers order all 50 square feet, or none at all.

• S1 - Cut/Binding Items. Area rug cut and binding script. Allows user to order custom area rugs, specifying size, binding, special charges, etc.

• S3 - Bordered Rug. Displays the Bordered Rug Script Window during order entry. The Bordered Rug Script Window allows you to add all the items needed to order a bordered rug in a few easy steps.

• SP - Special. The item appears on the Special and Discontinued Items’ Stock Status list on many input screens, from native to pick unit of measure, and will cause many inquiry screens to convert quantities to the pick unit of measure.

Color Name

The color name of the item. Dancik recommends that when creating items the actual color of the item is used this can help to make searches easier. If color is not important or applicable to an item, this option can also be used to store other information such as  style, texture, type, or finish. For example, tools can be categorized by type, such as trowel or saw.

Pattern Name

We strongly recommend that when items are created a consistent system for  pattern names is used. So, for example, you can find products by entering Blue 4 x 4, White Berber, or Thinset 20LB.

Buying Category

These codes define the buying group of the item.

Item ABC Ranking

ABC codes allow you to rank and classify products for integration with reorder and ranking reports. They should be used to classify items from best (A) to worst (D).

ABC codes are created through the ABC Code File.

Cost Ctr

This parameter represents the major divisions of products and services in your company, such as ceramic tile vs. vinyl or. wood. Cost centers are then further subdivided by your item class entries.

Cost centers are defined using the Cost Center File.

String Search

Enter up to 8 characters to search for. Any items that contain the entered characters as part of the item number are included in the report.