Owner

U

Untitled

U

Untitled

Verification

Verified

Department

Purchasing

Type

Standard Procedure

Use Cases

Purchasing

SOP Overview

Steps on Creating New Item Cards

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Terminology

Table of Contents

• Step-By-Step Instructions
• Item card creation

Documentation and Resources

Add/Upload Documentation and resources related to this SOP

Item Card Setup Info.xlsx11.2KB

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Step-By-Step Instructions

Item Card Template

To create a new item card, Product Managers (PMs) must provide the filled out ‘Item Card Setup Info” excel sheet. The excel sheet will provide all the information needed for input on Business Central (BC).

• NOTE: New item cards must have a corresponding Vendor Card to connect the purchaser code and producer to the card.

The only information on the excel sheet you would have to double check is the SKU number provided as that will need to be checked over if it has been used before.

• Item list must be unfiltered for check in BC
• Must be checked on Western Carriers (WC) website to ensure SKU is not in their record as well.

Item card creation

1. Click on ‘New’ at the top to create a new item card. It will bring you to an empty item card. Item card will always show up as ‘Blocked’ when creating a new card. Leave blocked until you are done entering all the information.
2. Start from the ‘Item’ drop down:
• Enter in confirmed SKU number into ‘No.’ box.
• Enter item name into ‘Description’ box. Exclude vintage and pack size from description.
• ** Keep the item card checked off as ‘Blocked’ until you are fully finished with filling out the item card. BC will not allow you to fill out certain sections if the card is not blocked. **
• ‘Type’ will always show up as ‘Inventory’
• ‘Alcohol Type Code’ will be entered based on the type of item you are making the card for:
• W = Wine
• L = Liquor/Spirits
• C = Cider
• B = Beer
• ‘Base Unit of Measure’ will always be ‘CASE’
• ‘Item Category Code’ is very important to have entered based on the information given by the PM. This will dictate how the system will categorize for reports. If the item is ‘Limited Availability’ this will also allow us to allocate inventory and refuse customer request for sales.
• ‘Portfolio’ is entered based on Country/Location of the item.
• Exceptions with their own Portfolio - Billecart, Bobo, Spirits and POS Materials
• The ‘Do Not Print on Catalog’ button will be checked off only if noted to do so on the excel sheet. Most of the time the reason it is marked is that the item is going to be on a special release/promotion that will be made public specified by the vendor.
3. ‘Sales Commission’ drop down: Commissionable button must be checked on. You will get a warning box that asks you if you want to proceed, you will click ‘yes’.
4. ‘Inventory’ drop down: Nothing to be entered here.
5. ‘Inventory Availability’ drop down: Nothing to enter. This is where you can check where inventory is placed. Ex: Office, Western Carriers (WC), Bill & Holds, Salt Lake City Warehouse (SLCWH)
6. ‘Bill and Hold Inventory’ drop down: Nothing to enter. This is where you can see which customer accounts have a Bill & Hold(B&H) for the item currently active.
7. ‘Cost & Posting’ drop down:
• Cost Details: Skip this section until rest of card has been filled out.
• Click on the blue ‘Create New’ in the Purchase Prices & Discount box. This will open up a new window titled ‘View- Purchase Price Lists’.
• Click the blue ‘PURCH PRICE’ under the code column to open another window with current items and pricing list.
• Click into ‘Product No. (custom)’ and click on ‘filter’. Enter the new Sku number of the new item to get a clear line.
• Enter in new Sku number under ‘Product No.’
• Enter Vendor code under ‘Assign-to No.’
• Enter purchase price (per case) under ‘Direct Unit Cost’
• Click ‘Verify Lines’ to confirm new entry; it is very important that you verify the line after any entry or update on pricing. If you do not, the system will note it as an error warning and you will not be able to exit out of the Purchase Price sheet until it is fixed.
• Once done you can close the windows and get back into the item card.
• Posting Detail
• You will enter the code ‘ALL’ into two places here:
• Gen. Prod. Posting Group and Inventory Posting Group
• Exceptions for Gen Prod Posting Group is if the item being create are:
• Billecart
• Spirits
• POS materials (labelled as ‘BAGS’)
8. ‘Prices & Sales’ drop down: You only need to look at ‘Allow’ check boxes, sales pricing will be entered by Compliance Team.
• Allow Invoice Disc. and Allow Sample Discount should always be checked
• Currently Allow Pallet Discount will remain unchecked as pallet price deals are currently in effect.
9. ‘Replenishment’ drop down:
• You will need to enter in the Vendor No./code first under Purchase. As long as the vendor card has been created and filled out correctly, the rest of the boxes in this drop down will automatically populate after entering the vendor code.
• Populated boxes should be: Lead Time Calculation, Purchaser Code, and Purch. Unit of Measure

• @Untitled missing -
• rest of the card
• COLA Set up
• UPC Codes

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