Working with Item Classes (WICL)
Purpose: Use item class codes to group items for inventory and demand reporting. For example, you can use item class to:
• select which items or SKUs to copy from one offer to another: see Copying SKU Offer Information (MCSO)
• override item offer or SKU offer information: see Working with Offer Overrides by Item Class (WSOI)
• identify a tax exemption for a group of items: see Working with Item Tax Exemptions (WITX)
• grouping items for inventory reporting: see Performing Inventory Analyses)
• design the templates used to present information in specific settings, such as order entry or on a web storefront: see Entering Additional Item Information)
• track demand by customer: see Reviewing Customer History)
• identify when to automatically download availability information to the web storefront: see E-Commerce Interface.
Uploading: You can use the Submit Supporting Data Upload Screen (SDUP) to upload new item class codes. See Importing Item-Related Supporting Data (SDUP) for an overview.
In this chapter:
• Item Class Restrictions by Customer Class Screen (Working with Restrictions)
• Restrict Item Class by Customer Class (Creating a Restriction)
• Work with Item Restrictions by City Screen (Defining City/State Restrictions)
• Create Item Restriction by City Screen
• Special Handling Restrictions by Item Class Screen
• Restrict Special Handling by Item Class Screen
How to display this screen: Enter WICL in the Fast path field at the top of any menu or select Work with Item Class from a menu.
Field |
Description |
Class |
A code that identifies the item class. Alphanumeric, 3 positions; optional. |
Description |
The description of the item class. Alphanumeric, 30 positions; optional. |
Screen Option |
Procedure |
Create an item class code |
Select Create to advance to the Create Item Class Screen. |
Change an item class code |
Select Change for an item class code to advance to the Change Item Class screen. On this screen, you can change any information except the item class. See Create Item Class Screen. |
Delete an item class code |
Select Delete for an item class code to delete it. Note: You can delete an item class code even if it is assigned to an item. The next time you maintain the item you will receive a message indicating that the code assigned to the item is not found. |
Display an item class code |
Select Display for an item class code to advance to the Display Item Class screen. You cannot change any information on this screen. See Create Item Class Screen for field descriptions. |
Define a customer class restriction |
Select Cust Class Restric for an item class code to advance to the Item Class Restrictions by Customer Class Screen (Working with Restrictions). |
Define a city restriction |
Select City/State Restrict. for an item class code to advance to the Work with Item Restrictions by City Screen (Defining City/State Restrictions). |
Work with special handling restrictions |
Select Special Handling Restrict. for an item class code to advance to the Special Handling Restrictions by Item Class Screen. |
Purpose: Use this screen to create an item class.
How to display this screen: Select Create at the Work with Item Class Screen.
Field |
Description |
A code to identify a group of items, such as computer hardware or computer software. Item Class codes are used as a high-level method to sort and classify inventory. You assign an item Class to an item in the Item table. Alphanumeric, 3 positions. Create screen: required. Change screen: display-only. |
|
Description |
A description of the item class, such as furniture or computer hardware. The item class description prints on several inventory reports. Alphanumeric, 30 positions; required. |
Commission % |
Not currently implemented. Numeric, 5 positions with a 2 place decimal; optional. |
Estimate freight |
Your “best guess” on the vendor's freight charges for items defined in this item class. This unit amount is added to an item's cost to represent the estimated freight charges. Including estimated freight charges is helpful if you sell merchandise before the actual freight charges are known. The system includes estimated freight in the cost of an item when determining gross profit in order entry, maintenance, inquiry and item availability. Gross profit margin is the amount of the item's price that exceeds your cost of the item. You can use gross margin to determine the profit of an item on an order based on the item's selling price, or to determine the profit of an entire order. See Determining Gross Profit for more information. Numeric, 7 with a 2-place decimal; optional. |
Estimated freight % |
Your “best guess” on the vendor's freight charges for items defined in this item class. This percentage amount is added to an item's cost to represent the estimated freight charges. Including estimated freight charges is helpful if you sell merchandise before the actual freight charges are known. The system includes estimated freight in the cost of an item when determining gross profit in order entry, maintenance, inquiry and item availability. Gross profit margin is the amount of the item's price that exceeds your cost of the item. You can use gross margin to determine the profit of an item on an order based on the item's selling price, or to determine the profit of an entire order. See Determining Gross Profit for more information. Numeric, 5 positions with a 2-place decimal; optional. |
Use this field to indicate when to trigger an automatic download of item availability information through the generic inventory API. The system creates a trigger record for an item when its available quantity breeches the threshold, and an integration layer process generates the Inventory Download XML Message (CWInventoryDownload) message to send inventory information to an external system. See Generic Inventory Download API for an overview of message generation rules and processing. Availability threshold hierarchy: The system checks this setting if there is no Avail thrshld (Item-level availability threshold) specified for the individual item. If both the item-level or item class-level thresholds are blank, the system checks the Quantity Available Threshold for Inventory Downloads (G36) system control value. See this system control value for a complete description of how the availability threshold hierarchy works, and for a description of the e-commerce download. Numeric, 5 positions; optional. |
Item Class Restrictions by Customer Class Screen (Working with Restrictions)
Purpose: Item class restriction by customer class is used to prevent the sale of an item to certain customers. For example, if you sell lethal weapons you will need to restrict customers who are under 21 years of age from purchasing them. By creating and using customer class restrictions, you can prevent a class of customers from ordering a class of items. When you define a customer class restriction for an item class, the system:
• displays a message in Order Entry informing you that a particular item is restricted for a certain class of customer
• does not allow you to enter the item on an order for that class of customer
Use this screen to create and delete customer class restrictions.
How to display this screen: At the Work with Item Class Screen, select Customer Class Restriction for an item class.
Field |
Description |
Item class |
The item class for which you are creating a customer class restriction. Item class code: alphanumeric, 3 positions; display-only. Item description: alphanumeric, 30 positions; display-only. |
Customer class |
A code that identifies a class of customers such as for an item restriction, list selection, or reporting purposes. Alphanumeric, 2 positions; optional. |
.
Screen Option |
Procedure |
Create a new restriction by customer class |
Select Create to advance to the Restrict Item Class by Customer Class (Creating a Restriction). |
Delete a restriction by customer class |
Select Delete for a customer class restriction to delete it. |
Restrict Item Class by Customer Class (Creating a Restriction)
Purpose: Use this screen to restrict a customer class from ordering a specific item class.
How to display this screen: Select Create at the Item Class Restrictions by Customer Class Screen (Working with Restrictions).
Field |
Description |
Item class |
The item class code and description for which you wish to create a customer class restriction. Item class code: alphanumeric, 3 positions; display-only. Item class description: alphanumeric, 30 positions; display-only. |
Customer class |
The customer class code you wish to restrict from a specific item class. Customer Class codes are defined in and validated against the Customer Class table. See Setting Up the Customer Class Table (WCCL). Numeric, 2 positions; required. |
Work with Item Restrictions by City Screen (Defining City/State Restrictions)
Purpose: Item class restrictions by city/state prevent the sale of certain items where it is illegal for them to be sold. For example, it is illegal to sell lethal sprays in Massachusetts. By creating and using City/State restrictions, you can prevent customers in a certain location from ordering a class of items. When you define a city/state restriction for an item class, the system:
• displays a message in Order Entry indicating that the item is restricted for the location
• does not allow you to enter the item on an order for that city/state
How to display this screen: At the Work with Item Class Screen, select City/State Restriction for an item class.
Field |
Description |
Item class |
The item class code and description for which you are creating a city restriction. Item class: Alphanumeric, 3 positions; display-only. Item description: Alphanumeric, 30 positions; display-only. |
City |
The city where an item class restriction applies. Alphanumeric, 25 positions; optional. |
State |
The two-letter code for the state or province where the city is located. Alphanumeric, 2 positions; optional. |
Screen Option |
Procedure |
Create a new restriction by city |
Select Create to advance to the Create Item Restriction by City Screen. |
Delete a restriction by city |
Select Delete for a city/state restriction to delete it. |
Create Item Restriction by City Screen
Purpose: Use this screen to restrict a city from a specific item class.
How to display this screen: At the Work with Item Restrictions by City Screen (Defining City/State Restrictions), select Create.
Field |
Description |
Item class |
The item class code and description for which you are creating a city restriction. Item code: alphanumeric, 3 positions; display-only. Item description: alphanumeric, 30 positions; display-only. |
City |
The city where an item class restriction applies. Alphanumeric, 25 positions; required. |
State |
The two-letter code for the state or province. State codes are defined in and validated against the State table, which is accessible through the Work with Countries menu option; see Setting Up the Country Table (WCTY). Alphanumeric, 2 positions; required. |
Special Handling Restrictions by Item Class Screen
Purpose: Use this screen to restrict the type of special handling that a customer can order based on item class. For example, you might want to restrict personalizing a t-shirt with an emblem if the process used to attach the emblem damages the t-shirt.
A message similar to the following indicates when you define a special handling code for an item assigned to a restricted item class:
Additional charge code (EM) cannot be used with this item class (RST).
How to display this screen: At the Work with Item Class Screen, select Special Handling Restriction for an item class.
Field |
Description |
Item class |
The item class code and description that is restricted from special handling. Item class code: alphanumeric, 3 positions; display-only. Item class description: alphanumeric, 30 positions; display-only. |
S/H code (Special handling code) |
The code for the type of special handling that is restricted. Special handling codes are defined in and validated against Work with Additional Charges (fast path = WADC); see Establishing Additional Charge Codes (WADC). Alphanumeric, 2 positions; optional. |
Description (Special handling code description) |
The description of the type of special handling that is restricted. Alphanumeric, 30 positions; display-only. |
Screen Option |
Procedure |
Delete a special handling restriction |
Select Delete for the special handling restriction to delete it. |
Create a special handling restriction |
Select Create to advance to the Restrict Special Handling by Item Class Screen. |
Restrict Special Handling by Item Class Screen
Purpose: Use this screen to restrict special handling codes from being used by an item class.
How to display this screen: On the Special Handling Restrictions by Item Class Screen, select Create.
Field |
Description |
Item class |
The item class code and description for which you are creating a special handling restriction. Item class code: alphanumeric, 3 positions; display-only. Item class code description: alphanumeric, 30 positions; display-only. |
S/H code (Special handling code) |
The special handling code you wish to restrict for this item class. Alphanumeric, 2 positions; required. |
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WICL OROMS 17.0 2018 OTN