Item File

Item numbers consist of three parts.

• The first three characters are the manufacturer code.

Note: Existing manufacturer codes can be changed via the Options for Item Number Changes

• The second set of characters represents the color of the item. To make searching by color easier, we recommend you enter the actual color instead of the manufacturer's designation. For example, if a manufacturer calls an item snow that is actually white, the color name should be white. If color is not important or applicable to an item, you can use this field for another category such as style, texture, type, or finish. For example, tools can be categorized by type, such as trowel or saw.
• The third set of characters in the item number represents the pattern.

The key to creating and then finding item numbers easily is consistency.

Color Description is a required field and should be used to help you search for items, rather than for organizing inventory. For this information to be useful to the customer service personnel, color names should be somewhat general and used consistently. For example, use white for the various shades of white, so that customer service can quickly search for inventory with that color name without having to search for every shade of white.

For items with a color name of MISC, ignore the setting to always fill in the O/E UM. Miscellaneous items must have a blank in this field to work in some settings. For example, when you enter a miscellaneous item code in order entry, you might want to order the item in any unit of measure.

The name of the item consisting of up to two lines of 30 characters each. Names should be entered in a consistent manner. We recommend the following format: Enter the product line or series name followed by the color and pattern. For example:

• Tuscany Bone 6x6 where Tuscany is the product line, bone is the color, and 6x6 is the pattern.
• Superhold Regular 20 LB, where Superhold is the product line, regular is the type, and 20 LB is the pattern or size.

We recommend that you only use the second line of the name when absolutely necessary. Leaving the second name line blank allows twice the number of items to display on many screens, documents, and reports.

Enter the price class of the item if the item is part of a price class that has already been set up in the Price File.

The system protects you from inadvertently changing the unit of measure for an active item by changing it to another price or cost class with a different unit of measure.

Changing the unit of measure for an item that is active (having any open orders, purchase orders or inventory) causes many problems, as all transactions and statistics are assumed to be in the items' native unit of measure. In order to further protect the integrity of statistics, we recommend that you create a new item number, rather than changing the unit of measure, unless the item has not been used significantly.

You have up to three Class fields in which to classify the item.

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. Price lists and promotional pricing can be assigned to a customer for specific item Class 1 entries. A customer can also be assigned multiple salespeople based upon Item Class 1. Following are examples of Item Class 1 codes.

• AC - Accessories
• CC - Commercial carpet
• CR - Residential carpet

Item Class 2 codes can be used to further classify and item. This should be a more specific classification than Item Class 1.

Use Item Class 3 only if other meaningful classification is needed for your entries in the Item Class 1 and 2 fields.

Associated Files:

• Define and set up your Item Class codes in the Classification Codes File.
• Validate Classification Codes & Cost Center in Item File- Restricts the entry of cost centers and item codes in the Item Master file, unless those codes are defined in the Cost Center and Classification files, respectively.

User-defined two-character code. If the item is a trim piece, enter a code to identify the class of trim piece. If you do not categorize trim, enter TR if the item is a trim piece. For ceramic tile, you can use 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. Many reports allow you to omit trim or analyze it separately. You can consider samples as trim.

Trim codes are created in the Trim Class

This is not a required field. However, you can use the rating code used to help identify items sales ranking or it can be completed later by the system. Commodity level can be helpful in sales analysis.

Use industry standard codes when possible, such as 1, 2, or 3. Otherwise, assign codes that indicate whether the product is suited for uses such as residential, commercial, or industrial.

Wear codes are created in the Wear Code

You can use this field to rank and classify products for integration with reorder and ranking reports. You should use it to classify items from best (A) to worst (D).

Use code S to identify support items, which are items that support the sales of other (hopefully A rated) items. Support items need special reorder parameters, because their sales statistics often do not justify their stocking requirements. Also, consider using N for new items. New items need special considerations until sales patterns are established. ABC codes are created through the ABC Code File.

Use this field to categorize the item. It is required if you want a direct interface with the General Ledger system. It should represent 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.

Associated Files

• Cost centers are defined using the Cost Center File.
• Validate Classification Codes & Cost Center in Item File- Restricts the entry of cost centers and item codes in the Item Master file, unless those codes are defined in the Cost Center and Classification files, respectively.

The tax codes that are available are:

• Y - Taxable (for information only - does not override order tax codes). This field defaults to Y indicating that the product is taxable.
• N - Non Taxable (for information only - does not override order tax codes). When setting up item numbers for charges, such as delivery charges, enter N in this field if they are not taxable.
• A - Always Tax (Overrides order tax codes if order has no tax code). You can enter A if you want the system to always tax this item, even for normally tax-exempt customers. You can use this code for items such as samples, that can be automatically taxed, even if the customer is usually non-taxable. If these items have A in this field, the system automatically taxes just those items on otherwise non-taxable orders and invoices. This item-level taxation is supported throughout the entire system, from Order Entry screens, to COD Picking and Packing Lists, and Invoices. These taxes are reflected on the Sales Tax Reports, and are included in the interfaces to General Ledger.
• E - Tax Exempt (causes specific line items to be tax exempt, even if the order has tax codes). This option is for products and services that are not taxable. This tax code overrides an order's tax codes. This option affects all the programs that calculate tax including:
  • Order Entry and Order Change
  • All cash register screens
  • Order Acknowledgments
  • Pick Lists (if they show a total due)
  • Order Inquiry
  • Invoices
  • Totals that appear on the Retail File History screen

Tax Exempt items appear with an (*) asterisk in front of them on order acknowledgments. The tax code for customer or order still determines whether or not each invoice is taxed.

Use this setting to enter tax codes given by 3rd party applications; such as Avalara.

For more information, refer to Avalara Integration.

Enter the smallest unit of measure in which the item can be picked. The default smallest unit of measure is PC (piece). For ceramic mosaics, enter SH if sheet is the smallest unit of measure in which the item can be picked. For rolled goods, you can leave this field blank. The system automatically converts rolled goods to lineal feet. Picking lists (except for rolled goods) break the quantity ordered into cartons and pieces unless something other than PC is entered here.

Note that for all goods that are sold or packaged in cartons, this field should represent the unit of measure contained within the carton, even if you never break cartons.

Must contain zeros or an item's native unit of measure, and should not be left blank. Complete this field if you want the Order Entry program to always convert quantities and price in this unit of measure. For example, if you enter SF in this field and then enter 2 CT in Order Entry, the system converts the quantity to SF and displays price per SF. If you leave this field blank, the Order Entry program continues to accept any unit of measure and prices the sale in that unit of measure.

Miscellaneous items (items with a color number of MISC) ignore this setting. Miscellaneous items must have a blank in this field to work in some settings. For example, when you enter a miscellaneous item code in order entry, you may want to order the item in any unit of measure.

This field can be controlled by a setting within the Options for Order Entry U/M in Item File. We recommend all items, except MISC items, contain an Order Entry UM.

Represents a group of items that are accumulated for quantity breaks on pricing. You can use quantity break group pricing to group products in order to achieve a quantity break based on a combined total quantity instead of each line item quantity. The option to activate this feature is in the Quantity Break Group Option field under the Order /Invoice Printing tab in the Company Settings File. The options in the Company Settings File include:

• O - Quantity breaks are only accumulated for items on the same order num­ber.
• S - Quantity breaks are accumulated for items with the same ship date, same customer, or same invoice run.
• C - Quantity breaks are accumulated for items for the same customer and same invoice run.

Any other entry does not activate quantity break group pricing. Once activated, quantity break group pricing is automatically performed during Batch Invoice Processing. It does not occur during the Order Entry process.

Quantity break group codes are set up in the Quantity Break Group.

A numeric field that is only entered if a quantity break group code has been entered for this item. This field tells the system how many units to contribute to the total quantity break for every native unit sold. A native unit is the unit of measure used for sales analysis and pricing. For example:

• Item 1 is sold by QT (quarts) and has a multiplier of 1.
• Item 2 is sold by GL (gallons) and has a multiplier of 4.

These two items are included in the same quantity break group, but their native units of measure are different. Therefore, the Multiplier field is used to achieve a common unit conversion for both items. In this example, the quantity break is in total quarts. Item 2 requires a multiplier of 4, so that every gallon counts as 2 units toward the total price break. If both items have the same unit of measure, you would probably enter a multiplier of 1 for both. However, you do not have to base the multiplier on an actual unit of measure conversion. You could say that buying in gallon containers is more cost-effective, and therefore use a multiplier of 5. This does not mean that one gallon equals five quarts. It means that one gallon counts as five quarts toward the quantity break. Multiplier is meant to achieve a marketing objective, and not to be an accurate conversion factor.

Indicates if and how the item uses the sub-serial number feature. Sub-serial numbers are used for items for which each piece or unit needs to be tracked separately. This field is for appliances and power tools having unique serial numbers on each unit, and adds another level to the inventory hierarchy. Sub-serial numbers are tracked within regular serial numbers or locations. They are not displayed or selected within the order entry process. They are optionally scanned or entered into the system during receiving, or as the products are shipped.

• Blank - (default) the item does not use the sub-serial number feature.
• A - used to track sub-serial numbers through the entire Distribution System. Sub-serial numbers are captured upon receipt of an item, recorded as the item is moved in the warehouse, and recorded when the item ships.
• I - the sub-serial number is recorded only when the item ships.
• L - sub serial concept is used only when labels are generated.

Enter any important comments you have for this item. These comments appear along with the item description on the Order Entry and Invoicing screens when the item is ordered or sold. If you enter an asterisk (*) in front of the first character in the comment, the comment flashes on the Order Entry, Inventory Inquiry, and Quick Quoter screens.

A required field that denotes whether the inventory is stocked, not stocked, or special ordered. Enter:

• Y - for stocked items.
• N - items that are not stocked.
• S - if the item is not stocked and is a mandatory special order item. A mandatory special order item automatically generates purchase order to the supplier, when entered via the Order Entry System. You should use the special order code in specific cases, and not for inventory you do not stock in your warehouse.

You can generate a special order to a supplier even if you enter Y or N. Enter S only when you want a special order to be mandatory every time the item is entered on a customer order. Make sure that you are familiar with how the special order system functions before setting this field to S for any items.

Used to cross-reference one or more item numbers to another item's inventory. Used primarily for private labeling programs in which multiple item numbers have the same physical inventory.

The component code denotes whether the inventory is a type such as serial, or rolled goods. If you plan to use ISO tables for different types of products, enter the ISO rule table number. The system uses the ISO rule table number system when this item is entered on an order.

• B - If the item is a component, for example part of a kit, and also has compo­nents within it. (B - both)
• D - If you want the color number to automatically duplicate in Order Entry. Use this code for items usually sold in many designs or patterns with the same color number. When entering orders, the Mfgr code remains on the screen after entering an item. If you use this code, the color also remains on the screen and is valid only for non-serialized items. Policy CD also acti­vates this function for serial and non-serialized items.
• F - Fund only item; used solely for billing and crediting fund accounts. These are not actual products. Refer to Fund File and Promotional Price File.
• K - The item is a kit. This code activates the kit function.
• N - (or leave blank) if the item has no components and is not a rolled good or serial numbered item.
• R - The item is stocked in rolls, such as carpet or vinyl. Do not use this code for pad or cushion that is generally not cut, but use S or N these items. This code performs all of the functions of the S code with additional functions for roll goods. When you enter R, the system prompts you to enter the width of the product in inches, so that the system can automatically convert to the appropriate unit of measure, such as square yards or feet.
• S - The item is stocked by serial number, such as for special lots, shades, and large tools. The serial number function does not necessarily mean that an actual serial number is required. You can use the serial number feature to categorize inventory and track it by information such as shade, dye lot, and bin location.
• Y - The item is a component of another item or part of a kit that cannot be sold on its own.
• L - Labor & Expense items enable you to set up catalogs of non-inventory items, such as service, installation, and labor items. These items automati­cally bypass inventory in all functions and modules. The system treats an L coded item similar to an F (Fund) item, which is mainly that all inven­tory files are bypassed. A typical L item is Labor To Install Carpet at $1.99 SF or UPS Sample Charge. These items are used like any other item - in Order Entry, ISO, and Bills Of Material, except that all inventory files & updates are bypassed. Companies that use these L items may also set up a special Cost Center (or multiple special cost centers), so that the GL Interfaces can differentiate between inventory items and Labor/Expense items.
• Associated File: Options for Labor and Fund Items (Items with Comp. Codes L and F)

The one-character entry relating this item to an ISO (Inventory Selection Optimizer) table, which includes instructions about how inventory should be processed for this item.

For more information, refer to Inventory Selection Optimizer (ISO)

Enter the pattern name of the item. You should standardize pattern names to make searching easier.

We strongly recommend that you use a consistent system for color and pattern name fields. You can use the item search function to search by color or pattern or both. So, for example, you can find products by entering Blue 4 x 4, White Berber, or Thinset 20LB.

The date on which the item is discontinued or the date your supplier stops carrying the item. Items with a date entered here appear on the Discontinued Items List. If you enter a past date, including today, the item appears in reverse image. If the item is out of stock, on order, or allocated, the Order Entry system does not allow further orders.

When the item has been discontinued for more than one year and is out of stock on-hand, on order, or allocated, the item drops off the inventory screens entirely, unless the Item Master or Stock Card Screen is specifically requested.

If you enter a future date, the item appears in reverse image on Inventory Search until that date is reached. The item can be ordered or sold as usual.

If you are discontinuing an item, but still have some in stock, enter DI in one of the Policy fields. DI indicates the item has been discontinued, but can you can still take orders for it. When you deplete your stock, you can enter the date on which the item was discontinued in this field. You can also enter a future discontinue date at any time, which indicates that no purchase orders or back orders for this item are allowed after that date.

The replenishment path indicates the method in which the item is reordered.

• V - Vendor managed. The vendor makes all replenishment decisions. This field does not affect any system processes, except for EDI or file transfer processes specifically arranged between you and your suppliers.
• M - Mixed managed. Your company and the vendor jointly manage replen­ishment.
• Blank - Normal replenishment, completely managed by your company.
• E - This item is purchased via EDI to/from the vendor but is not Vendor Managed Inventory (VMI).

Three two-character fields, which can be both system and user-defined. A policy code is used to trigger special processing or to identify special items. A policy code can be entered in any of the three policy fields, in any order. If you want to create user-defined policy codes, we recommend that you use only numeric codes from 01 - 99. This method prevents possible conflicts with system-defined policy codes, which are alphabetic and contain at least one alpha character. Many item and inventory reports allow the use of policy codes as selection criteria.

Following is an explanation of the system-defined policy codes:

• A#- Area Rug Item unique dimensions and price - The A# item code represents area rugs. It is one of the keys that activates the serial number unique dimension functionality.

  • The A# policy code does not have an ISO option in Order Management.

  • This code is to be used to Roll component items.

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

  • The A$ policy code does have an option to run ISO in Order Management.

  • This code is to be used for Serialized component items.

    For more information, refer to Inventory
• 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. This lets you group items and save paper. You can use this code for items that are usually sold with multiple matching trim pieces or for items that are sold together in design sets. Use this code if you want the Order Entry program to leave the color number portion of the item number on the screen after an item with the CD policy is entered.
• DI - To be discontinued. The item appears on the Discontinued Items List.
• The Item Policy DI policy is NOT an indicator that the item IS discontinued, but more of an indicator that it is flag to become discontinued. Primarily for reporting purposes.
• The true definition of a discontinued item is that the entered discontinued date has been reached or surpassed.
• If a discontinued item has available inventory item searches will still list these items as discontinued. With the exception, if they choose to have discontinued items with inventory included in the normal search. This can be set on in the SET 4 option, Options to Enable Item Keyword Search.
• 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.
• LC - This policy code directs the system to use the SKU base cost on purchase orders, direct ship orders, and special orders. This policy:
  • Provides an auto-updating method to keep up with fluctuating prices.
  • Provides an alternative method to having to manually update the Item File costs when a new price list is received.
• MI - Manufactured internally. Use this code to identify 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. The Order Entry and Receiving programs prompt users to specify the lot number. Do not use this code for serialized items or rolled goods. 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. For example, if the Smallest Sales U/M field contains CT, the NB policy will not allow an order that causes a carton to be broken.
  • The NB policy code is controlled by the Item Policy NB Options (Control the NB Quantities Policy) .
• NF - No fund contributions. Exempts items from getting overbills or points regardless of the type of promotion or customer. Enter this policy code in any of the three policy fields to activate the policy. Consider using this pol­icy on item records 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. Use this policy for items that have dropped or devalued in inventory. This policy prevents you from erroneously claiming rebates on dropped items that might belong to a price class or product line whose other (non-dropped) items are entitled to a rebate. For example, a price class contains ten item numbers, and a promotion includes a rebate entered for the price class. Then, one item number is discontinued and the manufacturer gives you a credit memo against your stock in the item, and will no longer honor rebates when it is sold.
• 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.
  • The System Wide setting Laminate Automatic cut settings and additional options has additional information concerning laminate items.
• 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 - This powerful policy code 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). Products that you might want to consider for policy PU are:
  • counter top or solid surface materials
  • setting materials and chemicals that are priced by a volume unit that is inconsistent with how they are sold and handled. For example, a five gallon drum that is only sold as a full unit, yet priced by the gallon.
• 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. This policy does not cause the system to take any action, but it can be used to fine-tune promotions that apply only to restricted items. For example, if you need to lock out all but the authorized customers of a restricted item, follow these steps:
  • Enter policy code RI in the Item File of the restricted items. You can use the Item File Maintenance Program or Item File Mass Update program to do this.
  • Create a marketing program or display type that represents the group of customers who are authorized to purchase the restricted item. Use the Classification Codes File to create the marketing program. Assign the new marketing program or display type code to the authorized customers.
  • Create a lock out promotion in the Promotion File to keep unauthorized customers from purchasing the items that have policy code RI. The promotion must be coded as type F (a fixed promotion), with a price of $99999.99 (which means lock out), and assigned to OMIT the designated marketing program or display type. This means the lock out applies to everyone except the customers assigned to that marketing program or display type. The promotion can be entered against a broad category, such as item class or manufacturer, as well as against narrow categories, such as price class or product line. The important thing is to limit the promotion to policy code RI in the Limit to Policy field, of the Promotion File. This technique is the most efficient way of locking out all unauthorized customers from a defined list of items. If you are simply locking customers out of a single manufac­turer or product line, you can point the promotion to that manufacturer or product line, without the use of policy codes.
• 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. Accesses the Cut/Binding Script Window.
• 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.

Determines how freight rates should be calculated in applications that involve looking up freight rates in a table. This field can be left blank to assume the default value of W for weight, or set to one of the following values:

• W - Access by weight. Freight rates based on weight are used.
• C - Access by cubes. Freight rates based on cubes (cubic dimensions) are used.
• U - Access by units. Freight rates based on units (the item's native unit of measure) are used.
• N - No freight. No freight rates are accessed for this item.

The Gross Profit % is calculated by: List Price - Cost / List Price.

Use this field only if you have different unit prices based on quantity. Enter the quantity through which the price applies. If you specify quantity breaks, the last quantity listed should be 99999 as shown in the above figure.

If the Item File minimum quantity is set to all nines (99999), it is interpreted to mean to minimum quantity, and therefore, all customers are subject to the charge, regardless of the entry in the Billto File Minimum Charge field. Any other quantity (less than 99999) in the minimum quantity field applies only to customers whose Billto File is set to Min Chg = Y. You can use this option to enter minimum charges on certain products that override normally exempt customers. For example, you might want to apply a fixed handling charge when a certain item is sold, regardless of quantity. This option can apply to items that always require special paperwork or packing when sold.

For rolled goods any minimum charge for rolled goods identified by codes H (handling charge) or P (packing charge) apply to any open (unsealed) roll, regardless of whether it is a cut or balance. Minimum charges for rolled goods with codes other than H or P still apply only to cuts.

If you want to calculate the price as a percentage of something else, enter one of the following field codes:

• AC - Average Cost (average unit cost of current onhand)
• BC - Base Cost (standard unit cost excluding freight and handling)
• SC - Standard Cost (standard unit cost, including freight and handling cost)
• LC - Last Cost (unit cost of last receipt including freight and handling)
• LP - List Price

For example, enter LC x 1.25 to charge Last Cost + 25%.

Minimum charge code that represents the description of the charge. Codes are:

• B - Broken unit charge
• C - Minimum cut charge
• H - Handling charge
• M - Below minimum quantity charge
• P - Packing charge

The code you enter causes its corresponding description to appear on the order and invoice.

Minimum Order Charges

Whenever a minimum charge is incurred, the system automatically creates a miscellaneous charge line on the order. This happens during the order entry process. The miscellaneous line is inserted below the line item containing the below minimum quantity. The line contains the description, the charge, and the G/L number that you have specified.

You can make a customer exempt from these minimum quantity charges by entering N in the Min Chg field of the Billto File Profile screen. However, you can designate a special charge from which no customers are exempt. These special handling charges are identified by entering 99999 in the Minimum Qty field. This type of charge is useful for products that require special handling regardless of the quantity ordered, a fixed fee is charged for each order in addition to the normal price per unit. Only a minimum order quantity of 99999 disregards the Billto File Min Chg Code field setting.

You can apply minimum quantity charges to rolled goods in a unique way. If you specify a large minimum quantity (such as 9998 or 99999 which is greater than any roll could ever be) and you specify Min Chg Code H (handling charge) or P (packing charge), the system assumes you are applying a charge for any roll that is not still factory wrapped. The system charges the minimum charge on any cut or the balance of an opened roll. If codes other than H or P are used on rolled goods, only cuts are charged the minimum charge.

Here are three examples to illustrate minimum charges:

Example 1

In this example, you charge $1.50 each time an order for less than 24 native units of this product is taken. The charge is booked to general ledger account number 30010 and to the cost center of the item. Because of the B code, the invoice shows Broken Unit Charge as a description.

• Minimum quantity: 24
• Below minimum charge: $1.50
• Minimum charge code: B
• General ledger number: 30010 (handling charge income)

Example 2

In this example, you charge $3.50 each time an order is taken that is less than ten native units of this product. For rolled goods, only a cut would be charged $3.50. No charge is given for full rolls or balances. The C code causes the invoice to show Minimum Cut Charge.

• Minimum quantity: 10
• Below minimum charge: $3.50
• Minimum charge code: C
• General ledger number: 30010

Example 3

This example works differently for rolled goods than for any other goods. For non-rolled goods, this entry would simply charge $10.00 if the quantity ordered is less than 9998. For rolled goods, the system charges the $10.00 for all orders except factory wrapped rolls, which are designated by the U status code. Factory wrapped rolls contain their full original quantity. Therefore, this charge applies to any cut or a roll balance of an opened roll.

• Minimum quantity: 9998
• Below minimum charge: $10.00
• Minimum charge code: H
• General ledger number: 30010 (handling

The unit of measure you are converting to.

The system protects you from inadvertently changing the unit of measure for an active item by changing it to another price or cost class with a different unit of measure. Changing the unit of measure for an item that is active (has open orders, purchase orders, or inventory) causes many problems, as all transactions and statistics are assumed to be in the items' native unit of measure. These enhancements ensure that no open orders or inventory are affected by a unit of measure change. In order to further protect the integrity of statistics, we recommend that you create a new item number, rather than changing the unit of measure, unless the item has not been used significantly.

Item checkstrings are 5 character numbers that provide another layer of tracking, validation and mistake prevention. Checkstrings are usually embedded in a bar code and act like an extended location.

Use this field to categorize each line of text. Main type options are:

• D - Disclaimer
• I - Installation instructions
• M - Miscellaneous/other
• S - Shipping/delivery instructions
• T - Translated name or description
• A - Alternate/substitute item
• P - Purchasing instructions - The Options for Navigator contains the setting Hide P type special instructions to allow you to hide Purchasing Notes that are applicable to sales.

Sub type codes are used to identify the language in which the instructions are written, or can have user defined meanings. If used to identify by language, it should relate to the language codes that you create in the Classification Codes File.

Product Knowledge screens support sub-type U for URL, for the purpose of storing the URL for web-pages related to an item. When the product knowledge screen is displayed in Order Entry, Order Change, Inventory Inquiry, or via the Decor 24 application (on a web-connected PC), the URL may be clicked to open the web page. For more information on this refer to Linking Products to Web Pages via URLS.