Assigning Items/SKUs to Offers
Purpose: By assigning an item or SKU to an offer, you indicate that the item or SKU is available to be sold in a particular offer. An item/SKU can be linked to multiple offers. The information you can define for the item/SKU offer includes the page number where the item/SKU appears, information on the item depiction, whether gift wrapping or special handling are available, and the expected return percentage. You can also define pricing at this level.
Item/offer vs. SKU/offer: If an item has SKUs, you can create an item offer record or SKU offer records. You need to establish SKU offer records only if the information differs for each SKU.
Use Work with Item/SKU Offers to change, delete, display, or create item/SKU offers. Additionally, you can advance to the following functions:
• Item pricing: You can define special reduced prices for the item, based on the quantity ordered or the column assignment.
• Page letter assignment: You can define a catalog page and letter for an item, which order entry operators can enter instead of the item code.
• Alias function: You can use aliases to track sales for an item depending on its placement within the same catalog.
Created through SKU generator? The Automatically Create SKU Offers (J71) system control value indicates whether the SKU generator automatically creates SKU Offers and single-unit SKU Prices based on current or future Item Offers and Item Prices. See that system control value for more information.
In this topic:
• Work with Item Offers Screen
• Work with Item Prices Screen (Quantity Price Breaks by Offer)
• Create Item Price Screen (Quantity Price Breaks by Offer)
• Work with Page Letters Screen
• Work with Accompanying Item Screen
For more information: See Create Item Offer Screen to learn how to create an item (or SKU) offer.
Purpose: Item offers are merchandise presentations to your customers, such as catalogs, space advertisements, etc. Use this screen to associate an item with one or more offers. From this screen, you can create, change, delete or display item offers.
How to display this screen: At the Work with Items Screen, select Offers for an item.
Field |
Description |
Offer |
Represents a catalog or advertisement used to present merchandise to your customers. Alphanumeric, 3 positions; optional. |
Description |
The description of the offer. Alphanumeric, 40 positions; optional. |
Page |
The primary page number where the item appears in the catalog. Numeric, 5 positions; optional. |
Cost |
The cost to include the item in the offer (not the cost of the item itself). Numeric, 11 positions with a 4-place decimal; optional. |
Sq in (Square inch) |
The number of square inches the item occupies on the catalog page. Numeric, 3 positions; optional. |
G/W (Gift wrap) |
Indicates whether the item is eligible for gift wrapping in the offer. Selected = the item is eligible for gift wrapping in this offer Unselected = the item is not eligible for gift wrapping in this offer |
S/H (Special handling) |
Indicates whether the item is eligible for special handling in the offer. Selected = the item is eligible for special handling in this offer Unselected = the item is not eligible for special handling in this offer |
Screen Option |
Procedure |
Create an item offer |
Select Create to advance to the Create Item Offer Screen. |
Change item offer information |
Select Change for an offer to advance to the Change Item Offer Screen. |
Delete item offer information |
Select Delete for an offer to delete the item/offer. Note: If there are dependent records associated with this offer, the system will display a warning message. Deleting this offer will also delete any dependent records such as: Item Offer Dependent Tables: • Item Price • Page Letter Alias SKU Offer Dependent Tables: • SKU Price • SKU Offer Page • SKU Offer Charges |
Display item offer information |
Select Display for an offer to advance to the Display Item Offer Screen. You cannot change any information on this screen. See Create Item Offer Screen for field descriptions. |
Price Breaks |
Select Price breaks for an offer to advance to the Work with Item Prices Screen (Quantity Price Breaks by Offer). |
Page Letter |
Select Page Letter for an offer to advance to the Work with Page Letters Screen. |
Alias |
Select Alias for an offer to advance to the Work with Alias Screen. |
Work with accompanying items |
Select Accompanying Items for an offer to display the Work with Accompanying Item Screen. |
Work with user defined fields |
Select User Fields for an offer to advance to the Work with User Fields Screen. |
Change an offer: Select Change for the item/SKU offer at the Work with Item Offers Screen to advance to the Change Item/SKU Offer screen. At this screen you can change any information except the item code, description, and offer number. See Create Item Offer Screen for field descriptions.
Alternate currency pricing: The Price field on the Change Item Offer screen is display-only if the Use Alternate Currency Pricing (H89) system control value is selected and a conversion rate is defined for the offer; if you want to update the item offer price you need to update the price in the Alternate currency price field. See Using Alternate Currency Pricing for an overview and required setup.
If you change the effective date or pricing, the system creates an additional price break record for a quantity of 1. In this case, the system selects the most current price break for the item or SKU; the price break with the effective date closest to, but not past, the current date is used. To remove a price break record once you change any of this information for an item offer or SKU offer, select Price breaks for the item/SKU offer; see Work with Item Prices Screen (Quantity Price Breaks by Offer).
Purpose: Use this screen to work with SKU/offers, which define the pricing and available options, such as gift wrap and special handling, for individual SKUs within an offer. If you have defined a SKU/offer, the system uses this information in order entry. If there is no SKU/offer, the item/offer information applies. It is not necessary to create SKU/offers for SKU’ed items except, optionally, to override the item/offer information.
How to display this screen: Select Ofrs for a SKU at the Work with SKUs Screen.
Field descriptions: See Work with Item Offers Screen.
Screen Option |
Procedure |
Create a SKU offer |
Select Create to advance to the Create SKU Offer Screen. |
Change SKU offer information |
Select Change for an offer to advance to the Change SKU Offer screen. See Change Item Offer Screen. |
Delete SKU offer information |
Select Delete for an offer to delete the SKU offer. |
Display SKU offer information |
Select Display for an offer to advance to the Display SKU Offer screen. You cannot change any information on this screen. See Create SKU Offer Screen. |
Price Breaks |
Select Price breaks for an offer to advance to the Work with SKU Prices screen. See Work with Item Prices Screen (Quantity Price Breaks by Offer). |
Page (from Work with SKU Offer) |
Select SKU/Offer Pages for an offer to advance to the Work with SKU Offer Pages screen. This function is not currently implemented. You cannot assign and use aliases for particular SKUs of an item; instead, you should define an alias for the base item. See Work with Alias Screen. |
Work with accompanying items |
Select Accompanying Items for an offer to display the Work with Accompanying Item Screen. Note: If you add an accompanying item from the Work with SKU Offers Screen, the accompanying item is added to the order only when the customer orders this specific SKU. |
Work with user defined fields |
User Fields for an offer to advance to the Work with User Fields Screen. |
To change: Select Change for an offer at the Work with SKU Offers Screen to advance to the Change SKU Offer screen. At this screen, you can change anything except the item, SKU, and offer. See Create SKU Offer Screen.
Alternate currency pricing: The Price field on the Change SKU Offer screen is display-only if the Use Alternate Currency Pricing (H89) system control value is selected and a conversion rate is defined for the offer; if you want to update the SKU offer price you need to update the price in the Alternate currency price field. See Using Alternate Currency Pricing for an overview and required setup.
Work with Item Prices Screen (Quantity Price Breaks by Offer)
Purpose: Use this screen to create, change, delete, or display price breaks for an item in an offer. The Quantity Break/Item (A87) system control value controls whether the system reprices an order by the Quantity Break by Item method in Order Entry.
This function also allows you to specify a pricing column for each price break. A customer assigned to a pricing column in the Customer table receives the price break automatically, regardless of the order quantity. You can establish separate price breaks by quantity for regular and associate customers.
Note: If you have selected “Best Way” pricing in the System Control table, the customer will always receive the best available price for the item and quantity. If the best available price is a column price, the customer receives this price even if not flagged for column pricing.
Creating Item Price or SKU Price records through Item Offer or SKU Offer: You create a record in the Item Price table each time you create or change an item offer record that includes a price; similarly, you create a record in the SKU price table each time you create or change a SKU offer record with a price. Also, if you create a SKU Offer but do not specify an Effective date and Price at that time, the system automatically creates a SKU Price using the single-unit Item Price record with the latest Effective date. If the latest Item Price record has an Effective date in the future, then the SKU Price also has a future Effective date.
How to display this screen: At the Work with Item Offers Screen, select Price break for an item offer.
Field |
Description |
The date the price or quantity break discount becomes valid. Numeric, 6 positions (MMDDYY format); optional. |
|
The amount of an item that the customer must order to receive the discounted (quantity break) price. Numeric, 7 positions; optional. |
|
Price |
The price at which the item will be sold. Numeric, 7 positions with a 2-place decimal; required. |
Associate price |
The price at which the item will be sold to associate customers. Numeric, 7 positions with a 2-place decimal; required. |
Column |
Indicates the pricing column associated with this price. Alphanumeric, 1 position; optional. |
Tax inclusive price |
The price at which the item will be sold on orders subject to tax-inclusive pricing and VAT. Included only if the Tax Included in Price (E70) system control value is selected. Numeric, 7 positions with a 2-place decimal; optional. |
Tax-inclusive associate price |
The price at which the item will be sold to associate customers on orders subject to tax-inclusive pricing and VAT. Included only if the Tax Included in Price (E70) system control value is selected. Numeric, 7 positions with a 2-place decimal; optional. |
Screen Option |
Procedure |
Create item pricing |
Select Create to advance to the Change Item Price Screen. |
Change item price information |
Select Change for an item price to advance to the Change Item Price Screen. |
Delete item price information |
Select Delete for an item price to delete it. |
Display item price information |
Select Display for an item price to advance to the Display Item Price Screen. You cannot change any information on this screen. See Create Item Price Screen (Quantity Price Breaks by Offer) for field descriptions. |
Create Item Price Screen (Quantity Price Breaks by Offer)
Purpose: At the Work with Item Prices Screen (Quantity Price Breaks by Offer), select Create.
Field |
Description |
Effective date |
The date the price or quantity break discount becomes valid. This date should be equal to or greater than the effective date of the offer. The customer will receive the price when the order date is on or after this date and the appropriate quantity ordered is achieved. If there are multiple effective dates established for the same item/offer, the system will use the price associated with the effective date closest to, but not greater than, the order date. Example: If you establish effective dates of Feb. 20, and Mar. 31 and the customer places an order on April 1, the customer receives the price associated with the effective date of March 31. Numeric, 6 positions (MMDDYY format); required. |
Qty (Quantity) |
The amount of an item that the customer must order to receive the discounted (quantity break) price. Applies to all SKUs for the item unless it is overridden at the SKU level. An unlimited number of quantity break levels may be defined for an item. If you are defined as a single price record (meaning there is no minimum quantity required), use a quantity of one. Numeric, 7 positions; required. |
Price |
The price at which the item will be sold in this offer, if no discounts are applied, and the order date is on or after than the effective date. Multiple effective dates and prices can be established for the same item/offer. |
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Alternate currency pricing: If the Use Alternate Currency Pricing (H89) system control value is selected, the Alt currency price (XXX price, where XXX is the currency code in the Offer table) field enables you to enter the price of the item in the offer in the alternate (foreign) currency. • If you enter the alternate price for the item, the system updates the Price field with the local price, using the conversion rate defined for the offer. • If you enter the local price for the item, the system updates the Alternate currency price field with the alternate price, using the conversion rate defined for the offer. • If you enter both an alternate price and local price for the item, the system uses the alternate price you defined and updates the Price field (local price) using the conversion rate defined for the offer. The Price field on the Change Item Price Screen is display-only if the Use Alternate Currency Pricing system control value is selected and a conversion rate is defined for the offer; if you want to update the item offer price you need to update the price in the Alternate currency price field. See Using Alternate Currency Pricing for an overview and required setup. Numeric, 7 positions with a 2-place decimal; required. |
Associate price |
The price at which the item will be sold in this offer to associate customers. Associate price is used when the Associate field on the order is selected and the order date is on or after the effective date. Numeric, 7 positions with a 2-place decimal; optional. |
Tax inclusive price |
The price at which the item will be sold in this offer on orders subject to VAT. When an order is subject to VAT, tax does not accumulate in the Tax bucket on the order; instead, the customer pays a tax-inclusive price for the items and VAT is included as a "hidden tax" on the order detail line. Displayed only if the Tax Included in Price (E70) system control value is selected. Numeric, 7 positions with a 2-place decimal; optional. |
Tax-inclusive associate price |
The price at which the item will be sold in this offer to associate customers on orders subject to VAT. Displayed only if the Tax Included in Price (E70) system control value is selected. Numeric, 7 positions with a 2-place decimal; optional. |
Alt currency price (XXX price, where XXX is the currency code in the Offer table) |
The price at which the item is sold in this offer in the alternate currency, if no discounts are applied, and the order date is equal to or greater than the effective date. Included only if the Use Alternate Currency Pricing (H89) system control value is selected and the offer is associated with a currency code, indicating the offer is in an alternate currency. • If you enter the alternate price for the item, the system updates the Price field with the local price, using the conversion rate defined for the offer. • If you enter the local price for the item, the system updates the Alternate currency price field with the alternate price, using the conversion rate defined for the offer. • If you enter both an alternate price and local price for the item, the system uses the alternate price you defined and updates the Price field (local price) using the conversion rate defined for the offer. |
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Decimalized currency? The system looks at the Currency table to determine if the currency uses decimals for alternate currency pricing. If the currency has Decimalized currency selected, the system includes decimals when converting to the currency; if the field is unselected, the system rounds to the nearest whole unit of currency. See Decimalized Currency? for conversion calculations and examples. Note: The alternate currency price is not stored in any table in CWSerenade; the system displays the alternate price based on the local price from the Price field in the Item Price table and the conversion rate defined for the offer. See Using Alternate Currency Pricing for an overview and required setup. Numeric, 9 positions with a 2-place decimal; optional. |
Price column |
The pricing column associated with the price entered. In the Customer table, you may assign a customer to a pricing column. This means that the customer will be charged the column price, even if the customer does not order the number of units specified for the price break. Alphanumeric, 1 position; optional. |
To change: Select Change for a price at the Work with Item Prices Screen (Quantity Price Breaks by Offer) to advance to the Change Item Price screen. At this screen you can change the prices or price column. See Create Item Price Screen (Quantity Price Breaks by Offer) for field descriptions.
Alternate currency pricing: The Price field on the Change Item Price screen is display-only if the Use Alternate Currency Pricing (H89) system control value is selected and a conversion rate is defined for the offer; if you want to update the item offer price you need to update the price in the Alternate currency price field. Additionally, the Alternate currency price field is included only if the Use Alternate Currency Pricing system control value is selected and the offer is associated with a currency code, indicating the offer is in an alternate currency. See Using Alternate Currency Pricing for an overview and required setup.
Purpose: This screen is used to create, change, delete, or display page letter assignments for an item offer. The page letter method of identifying items is defined in the Page/Letter Entry (A72) system control value. When you use page letters, each item in the Item table must have a page letter assignment in Order Entry. Items are not identified by item numbers, but by page/letter assignments in a catalog. Page Letters are also used for offer/item analysis, such as the Offer Page Analysis Report (OPAR).
How to display this screen: At the Work with Item Offers Screen, select Page Letters for an item offer.
Field |
Description |
Page# |
The page number where the item appears in the catalog. Numeric, 5 positions; optional. |
Page/Letter |
The page letter code that you enter in Order Entry to order the item. Alphanumeric, 6 positions; optional. |
Square Inch |
The number of square inches the item occupies on the catalog page. Numeric, 5 positions with a 2-place decimal; optional. |
Cost |
The cost to include the item in the offer. Numeric, 11 positions with a 4-place decimal; optional. |
.
Screen Option |
Procedure |
Create a new page letter |
Select Create to advance to the Create Page Letter Screen. |
Change page letter information |
Select Change for a page letter to advance to the Change Page Letter Screen. You can change any information except the item and offer. See Create Page Letter Screen for field descriptions. |
Delete page letter information |
Select Delete for a page letter to delete it. |
Display page letter information |
Select Display for a page letter to advance to the Display Page Letter Screen. You cannot change any information on this screen. See Create Page Letter Screen for field descriptions. |
Purpose: At the Work with Page Letters Screen, select Create.
.
Field |
Description |
Page# |
The page number where the item appears in the catalog. Numeric, 5 positions; required. |
Page/Letter |
The letter assignment for an item in an offer. This is the code that you enter in Order Entry to add the item to the order; you do not enter the page number. Alphanumeric, 6 positions; required. |
Square inch |
The number of square inches that the item occupies on the catalog page. Used to calculate the profitability of the item on the page on the Offer Page Analysis report. Numeric, 5 positions with a 2-place decimal; required. |
Cost |
The cost to include the item on this page in the offer. Numeric, 11 positions with a 4-place decimal; required. |
Purpose: Use this screen to create, change, delete or display alternate item codes for an item. You can use various aliases for an item within an offer, presenting the item on different pages in different ways. This helps you track how different placement and presentation of an item within the catalog affects demand. The system maintains inventory information at the actual item level, not at the alias level.
If the Display Item Alias (D56) system control value is selected, the alias the customer selects will display in Order Entry, Order Maintenance, and Order Inquiry. If this field is unselected, the actual item code will display.
Note: Note: If an item has SKUs, you define an alias for the base item rather than at the SKU level. Your customers can place orders for the item using the alias code, but the original SKUs. For example, a base item code is A1000, and is available in BLUE and RED, while it has aliases X2000 and Z3000. The system accepts orders for A1000, X2000 or Z3000, but requires a SKU of either BLUE or RED regardless of the item code or alias.
How to display this screen: At the Work with Item Offers Screen, select Alias for an item offer. You can also advance to this screen by selecting Work with Alias at the Create Item Offer Screen, the Change Item Offer Screen, or the Display Item Offer screen.
Field |
Description |
Alias |
The alternate item code for an actual item. Alphanumeric, 12 positions; optional. |
Page |
The page of the offer where the alias appears. Alphanumeric, 5 positions; optional. |
Square Inch |
The number of square inches (not the percentage) that the item occupies on the catalog page. Numeric, 5 positions with a 2-place decimal; optional. |
Cost |
The cost to include the item in the offer. Numeric, 11 positions with a 4-place decimal; optional. |
Screen Option |
Procedure |
Create a new alias |
Select Create to advance to the Create Alias Screen. |
Change alias information |
Select Change for an alias to advance to the Change Alias Screen. At this screen you can change any information except the item code and offer. See Create Alias Screen for field descriptions. |
Delete alias information |
Select Delete for an alias to delete it. |
Display alias information |
Select Display for an alias to advance to the Display Alias Screen. You cannot change any information on this screen. See Create Alias Screen for field descriptions. |
To create: At the Work with Alias Screen, select Create.
Field |
Description |
The alternate item code for an actual item. You can create multiple aliases for an offer, but each alias must have a unique code. You can use aliases to track how demand varies for an item depending on placement and presentation within an offer. When you enter an alias code in Order Entry, the system reserves stock and performs all other inventory transactions against the actual item code, but tracks demand for the alias. If the Display Item Alias (D56) system control value is selected, the alias rather than the actual item code will display in Order Entry, Order Maintenance, and Order Inquiry. Alphanumeric, 12 positions; required. |
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Page |
The number of the page where the alias appears in the catalog. Numeric, 5 positions; required. |
Square Inch |
The number of square inches the alias occupies on the catalog page. The system uses this value for reporting purposes. Numeric, 5 positions with a 2-place decimal; optional. |
Cost |
The cost to include the alias on that page in the offer. The system uses this value in square inch and offer analyses, such as the Offer Page Analysis Report (OPAR), and in calculations to determine item contribution and profitability. Numeric, 11 positions with a 2-place decimal; optional. |
Work with Accompanying Item Screen
Purpose: Use this screen to create, change, delete, or display additional items that are offered along with the original item and automatically added to the order.
Accompanying items are added to the order automatically at no charge or for a set price when the customer orders the originating item, or “trigger item”, in a specific quantity and for a specific offer. This activity is automated, so that the order entry operator does not have to remember to add this item to the order. No pop-up window opens to notify the operator that the system is adding an accompanying item to the order. In addition, certain updates to the originating item in order entry also update the accompanying item. When you ship the order, the system ensures that the originating item and accompanying item ship together.
The system also adds accompanying items to an order in order maintenance if the Add Accompanying Items in Order Maintenance (H28) system control value is selected.
To define accompanying items: Use the Add/Change option at the Work with Accompanying Item Screen to define accompanying items for a specified item/SKU and offer. When you select the Add/Change option, the system toggles the fields for any existing accompanying items between being enterable and display-only.
For each accompanying item that you define, you must indicate:
• the required order quantity of the originating item in order to add the accompanying item to the order; for example, you must order 2 of the originating item to add the accompanying item to the order
• the accompanying item/SKU to add to the order
• the quantity of the accompanying item to add to the order (either a specific quantity or the same quantity as the originating item)
• whether there is a charge for the accompanying item (accompanying items are added at no charge, or at the regular price according to your pricing hierarchy)
Cannot add accompanying item with set: The system does not add an accompanying item to the order if it is associated with a set item.
For more information: See Upselling with Accompanying Items for an overview of the accompanying item process in order entry and order maintenance.
How to display this screen: At the Work with Item Offers Screen, select Accompanying Item for an item offer.
Field |
Description |
Offer |
The code and description of offer that must be used for the originating item in order for the accompanying item to qualify for the order; this is the offer you selected at the Work with Item Offers Screen. Offer code: Alphanumeric, 3 positions; display-only. Offer description: Alphanumeric, 40 positions; display-only. |
Item/SKU |
The code and description of the originating item; this is the item that “triggers” adding the accompanying item to the order. If you are defining an accompanying item at the SKU level, the SKU for the originating item also displays. Item code: Alphanumeric, 12 positions; display-only. Item description: Alphanumeric, 40 positions; display-only. SKU code: Alphanumeric, three 4-position fields; display-only. |
The quantity of the originating item that must be ordered in order to qualify for the accompanying item. The screen displays an error message if you try to create more than one accompanying item for the same required quantity: An accompanying item has already been defined for this quantity. If you define multiple accompanying items for the originating item, the system adds the accompanying item whose Required qty is closest to, but not greater than, the order quantity of the originating item on the order. If you decrease the order quantity of the originating item on the order so that it no longer meets the Required quantity for the accompanying item, the system deletes the accompanying item from the order. See Updating the Originating Item in Order Entry for more information on when the system updates the accompanying item based on updates made to the originating item in order entry. Numeric, 5 positions; required. |
|
Item |
The accompanying item to add to the order if the customer orders the required quantity of the originating item. Validated against the Item table. Alphanumeric, 12 positions; required. |
SKU |
The SKU elements that are used to further define the accompanying item. Validated against the SKU Element (1, 2, 3) tables. Alphanumeric, three 4-position fields; required (if SKU item). |
The quantity of the accompanying item to add to the order. You must complete this field if the Use Order Quantity field is No. Leave this field blank if you select the Use order quantity field. Note: If you define an Accompanying item quantity and also select the Use order quantity field, the system ignores the quantity defined in the Accompanying item quantity field and instead adds the accompanying item to the order using the same order quantity as the originating item. Updating the Originating Item in Order Entry If you change the order quantity of the originating item in order entry and you define an Accompanying item quantity instead of selecting the Use order quantity field, the system does not update the order quantity of the accompanying item when you change the order quantity of the originating item in order entry. See Updating the Originating Item in Order Entry for more information on when the system updates the accompanying item based on updates made to the originating item in order entry. Numeric, 5 positions; required if Use Order Qty is No. |
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Defines whether the system adds the accompanying item to the order using the same order quantity as the originating item. Valid values: Yes = Add the accompanying item to the order in the same quantity as the originating item. No = Add the accompanying item to the order using the quantity defined in the Acc qty (Accompanying item quantity) field. Updating the Originating Item in Order Entry When you change the order quantity of the originating item on the order, the system looks at the setting of the Use Order Quantity field for the accompanying item to determine if the order quantity of the accompanying item should also change. • If the Use Order Quantity field for the accompanying item is set to No, the system does not update the order quantity for the accompanying item when the order quantity for the originating item increases. • If the Use Order Quantity field for the accompanying item is set to Yes, the system updates the order quantity for the accompanying item to match the quantity of the originating item. See Updating the Originating Item in Order Entry for more information on when the system updates the accompanying item based on updates made to the originating item in order entry. |
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Defines whether the system adds the accompanying item to the order free of charge. Valid values: Yes = The accompanying item is being offered free of charge. No = The accompanying item is not free of charge. The system uses the price assigned in item/offer or SKU/offer. |
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ME03_04 OROMS 5.0 2018 OTN