Item Information

These instructions are for Navigator Order Entry. For information on Order Entry in the Green Screen (AS400), click here.

Clicking on the item allows you to obtain the following additional information.

This option pulls up the Item Detail Information window that has seven tabs.

Details

This option pulls information from the Item File Profile screen, the Item File Packaging screen, Item File Special Instruction screen, the Product Line File, and the Manufacturer File Special Instructions.

  • Item images and the configuration steps to view them are set up in the Item/Image Cross Reference File (SET 307).
  • The item information to the right of the image comes from the Item File.

Product Knowledge

  • The packaging information under the title Item# comes from the Item Special Instructions and Packaging programs.
    • Purchasing notes (Main Type = P) can be hidden via the setting Hide P type special instructions on the System Wide Setting - Options for Navigator.
  • The information under Product Line comes from the Product Line Special Instructions.
  • The information under Manufacturer comes from the Manufacturer File Special Instructions.

Available Inventory

This tab breaks down inventory availability for an item by serial number. The status codes on the right-hand side are user defined and are created using the Order & Serial# Status Codes (SET 7) application. Status codes can be assigned at the time of receipt or during an inventory adjustment.

All Prices

The All Prices Inquiry enables you to view all available prices for an item, and depending upon user authority, all costs, and gross profit percentages. The All Prices window shows every regular price within the system, including all transaction types, restrictions, quantity breaks, and price lists.

Item Costs

This tab brings in information from the Cost File. The Cost File establishes cost structures called cost classes that you can assign to groups of items. You can assign items with identical costs and cost structures to the same cost class, and when costs or the cost structures change, you only need to update the Cost File. Cost classes are assigned to items within the Item File.

SKU

This tab contains cost information such as:Average cost, Last Cost, and Freight Cost. It creates one place for item costing information. Plus, the cost information is automatically updated.

The warehouse dropdown only includes warehouses that the user is authorized to view. The user control panel controls warehouse access.
  • Average Cost - The average unit cost of the onhand quantity for this SKU. A true weighted average is used. If this is a serial numbered item, then the average cost is for all serial numbers onhand in the warehouse and lot for this item. Do not confuse lot with serial number; multiple serial numbers can be in one lot number.
  • Last Cost - The unit cost of the last receipt for the SKU. It is the last landed cost.
  • Base Cost - The base (material) portion of the last cost.
  • Freight Cost - The freight portion of the last cost.
  • Stock/Non-Stock Override - Y (stock) or N (non-stock) comes from the Stock/Non-Stock Override field of the SKU File.

Supplier Data

The Supplier Data tab uses the fcb2b web service inventoryinquiry to retrieve item information from a supplier's system.

Set-up

There is some set-up involved to populate the Supplier Data tab with information.

  • Channel Management Solutions (CMS) - In order to use this functionality, CMS must be activated on your system.
  • Item File (FIL 2) - The item has to have a Usual Supplier# and a Suppliers' Item# assigned.
  • Supplier File (FIL 3) - The F11 = B2B Config function allows you to add the URL and API access keys. For more information, refer to File Maintenance .

Checking a Supplier's Item Data

Click the Supplier's Data to access the supplier's system to obtain inventory information about the item.

The Available FOB Point is the warehouse that the item will ship from.

Use this option to research purchase and back orders and how they can affect your future inventory.

The Status code is a two-character code that indicates the type of transaction. Some of the more common status codes you will encounter are:

C - Customer Order
CA - order assembled staged and ready to be picked up or delivered. CB - back order. CD - order is delayed missed truck, inventory shortage, etc. CF - open future order. Customer order against incoming stock. CH - hold - not a confirmed order. This is a permanent hold. HH indicates temporary hold.
CO - open order. CT - open transfer order. Transferring from this warehouse to another. CL - bar code label has been printed. CS - order has been shipped.  
P - Purchase Order
PB - back order PK - purchase order confirmed by supplier. Dates and quantities are accurate as shown. PP - For imports, it can be used to mean Paperwork Received or Received at Port. For domestic purchases, it can be used to mean partially received but receipt is not yet processed in the computer. PT - in transit in route from supplier, or scheduled for transfer from another warehouse. PD - purchase order delayed.
PO - open purchase order PR - received in full but receipt is not yet processed in the computer. PJ - purchase order has been rejected.    

This option allows you to view current inventory levels for an item based on warehouse, serial number, and location.

The transaction history displays each transaction in chronological order. It relates to the specified item at the specified warehouse and, if applicable, for the specified lot and serial number.

The Related Items function is a powerful tool that allows you to quickly check the total available inventory for items related to the current item. It allows you to harnesses the power of the information already in your inventory files. For example, let's say a customer wants a certain item, but you are out of stock, and they say "what else do you have like that?".

You can look for related items that share the same:

  • Product Line - Product lines link items into groups that are usually defined by the manufacturer. Product lines are, whenever possible, set up to reflect the product lines that appear in a manufacturer's catalog.
  • Product Line and color name - This search directs the system to find related items based on the values in the Product Line and Color Name fields of the Item File. In some instances where color is not important or applicable to an item, the Color Name field can contain other information such as style, texture, type, or finish. For example, tools can be categorized by type, such as trowel or saw.
Color Name is a required field when creating items. Kerridge recommends that 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.
  • Product line and pattern name - Pattern names are assigned in the Item File and can be used to further define the item. Some examples of pattern names are: for tile 4x4 (for tile), berber (for carpet) and 20 LB (for installation material).
  • Manufacturer and color name
  • Manufacturer and pattern name
  • Manufacturer, color, and pattern name
  • Item classes - Items can be assigned up to three item classes. Item classes are user-defined codes for further classifying 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. Price lists and promotional pricing can be assigned to a customer for specific item Class 1 entries.
    • Item class 2s can offer a more specific classification and item class 3s are used only if other meaningful classification is needed for your entries in the Item Class 1 and 2 fields.
    • Item classes are assigned to items in the Item File. If the item class fields are not used, the message "No Records Found" appears.
    • If the item you are inquiring about is a BOM, the BOM/Kit tab is available and displays the component items as maintained in the Bill-Of-Material/Kit File (FIL 39).
The Qty available is the onhand minus the allocated quantity. Even if inventory is assigned to a status of L (lost), # (in suspense), or I (being inspected) it is included in the quantity available calculation. You can chose to display or hide the Qty Available of a BOM via the Options for Bill of Material.

Pre-receipts are receipts that have been entered or transmitted by EDI, but not yet posted. They may be in the process of being updated with locations, or filling back orders, or are simply not ready to be posted.

The initial pre-receipts shown are for the warehouse used on the order detail line. Use the drop down menu to access more warehouses available to the user. Enter *** to view pre-receipts for all the warehouses.

Users can be limited to specific warehouses through their control panel or Authority Class.

To see the pre-receipt in a different unit of measure, click the conversion icon () to the right of the displayed Quantity Available.

The unit of measure conversions come from the Packaging File.

If any of the pre-receipts are already allocated to an order, the message FILLED appears. You can click FILLED to display the customers whose orders are being filled with that receipt.

Use this option to review current, past (last year) and previous (2 years ago) of prior sales information.

Access to the Sales Statistics has to be granted at:

  • the Global level, (via menu option NAV 1)
  • the Authority Class level (via menu option NAV 2)
  • the user level (via menu option NAV 5).