Entering Additional Item Information

Purpose: The Work with Items screen provides the opportunity to work with additional information, such as:

• Item Information Templates: Item Class Templates are used to define the headings and lines that are available for item and SKU information, to specify information headings, and to restrict the user to a certain number of entry lines per subject. The Select Item Information Template Window allows you to select the template that you want to work with.

• Serial Numbers: Use serial numbers to identify a unit of a particular item for warranty or tracking information. Generally, you assign serial numbers when you receive a purchase order. The Work with Serial Numbers Screen allows you to review the status of and work with the existing serial numbers for an item, or create a new serial number.

• Comments: You can add comments or additional information about an item at the Work with Item/SKU Comments Screen. You can also select where comments will be printed (e.g., pick slips, invoices, reports, pop-up windows, all areas, or no areas).

• Special Source Prices: You have the option to define price breaks, or special pricing for certain items, through the Work with Special Source Price Screen.

• Item Coordinates: You can define items or SKUs that coordinate with a specific item, so that when a customer orders the item in order entry you can cross-sell the coordinates. See Working with Item Coordinates (WCIO).

• Attributes: You can link an item or SKU to an attribute (for example, “natural fiber”) and a value (for example, “cotton”), through the Work with Item Attribute Assignment Screen.

• E-Commerce Information: If you use the e-commerce interface, you can set up information templates by item class, and enter item information in the templates to describe items on the web storefront. See Working with E-Commerce Item Information.

• E-Commerce Categories: You can associate an item with one or more e-commerce categories to enable customers to search for an item by category on the web storefront. Use the Work with Item Categories Screen (E-Commerce).

• E-Commerce Upsells: If you use the e-commerce interface, you can specify an item to suggest as an upsell replacement for an item the customer selects on the web storefront. Use the Work with E-Commerce Upsell Screen.

• UPC codes: Use the Work with UPC Codes Screen to assign UPC codes to an item/SKU.

• Country and State Restrictions: You can restrict an item from being ordered in order entry if the item cannot be shipped to the country or state of the order. Use the Work with Item Restriction by Country/State Screen.

• Image Link: If the Use External Item Image (L55) system control value is selected, you can define the URLs where the item image and product information for the item are stored on an external image hosting application. See Item Image/Info Link Screen.

In this topic:

• Working with Item Information

• Select Item Information Template Window

• Copy Item Information Window

• Work with Item Information Screen

• Work with Serial Numbers Screen

• Create Serial Number Screen

• Change Serial Number Screen

• Work with Item/SKU Comments Screen

• Work with Special Source Price Screen

• Create Special Source Price Screen

• Work with Item Attribute Assignment Screen

• Working with E-Commerce Item Information

• Work with Item Categories Screen (E-Commerce)

• Work with E-Commerce Upsell Screen

• Create E-Commerce Up-Sell/Cross-Sell Screen (Upsells Mode)

• Work with UPC Codes Screen

• Work with Item Restriction by Country/State Screen

• Create Item Restriction by Country/State Screen

• Item Image/Info Link Screen

Working with Item Information

Purpose: Item Information is used to define or review information about a particular item or SKU for a specific functional area. Functional areas are customer service, product comments, purchase order, and quality control.

Before you can define information for a particular item or SKU:

1. the item must be assigned to an item class.

2. the item class must have information templates created for any functional area (Customer Service, Product Comments, Purchase Orders, or Quality Control) that you want to use for item information.

Information templates: Information templates allow you to design the sequence and contents of the item information screen presented to the users in various applications, such as order entry.

Information templates are defined at the item class level. For each item class, you can define 5 templates:

• CS (Customer Service): you can review item information in order entry and order maintenance by selecting Information for an item

• PC (Product Comments): with the proper authority, the operator can enter product comments in order entry or order maintenance by selecting Comments after selecting item information

• PO (Purchase Orders): there is not currently a means to display information in this template in additional menu options

• QC (Quality Control): there is not currently a means to display information in this template in additional menu options

The system allows you to define a separate template for each functional area since each requires different types of information.

Note: You can also set up the Reporting (RP) template, which is used for e-commerce information only. You would use this template to store information to display on your web storefront if you use the e-commerce interface. This item information template is available by selecting Information for an item at the Work with Items Screen. See Working with E-Commerce Item Information.)

Important: The text at the Work with Item Information Screen is accessible only within the related functional area. For example, Customer Service Item Information and Product Comments are available only through Customer Service functions, such as Order Entry and Order Maintenance. The Purchasing and Quality Control templates are not accessible through any menu options at this time.

The templates provide standard headings for each piece of information. For example, item/SKUs belonging to an item class “clothing” might have headings such as laundry instructions and fabric contents in the customer service template. For items belonging to an item class of “toys” you might have headings such as “recommended age group.”

The templates also define the number of lines available for each subject (heading). For example, you can specify 2 lines of 50 characters each to define the fabric content and 3 lines of 50 characters each to explain the laundry instructions.

For more information about working with Item Class Templates, see Working with Item Classes (WICL).

Once you have defined templates, you enter the specific information about the item or SKU at the Work with Item Information screen.

If you change the item class: If you change an item’s item class assignment after you have set up item information, the entered information is retained in the Item Information table; however:

• If the newly-assigned item class has a different item information template: The information you entered into the previous template is displayed using the new template. For example, if the first template’s heading was NUTRITION and the new template’s heading is DOSAGE, the information you entered previously is now displayed under DOSAGE. If the information you entered previously exceeds the Lines available setting for the new template, all information is still displayed.

• If the newly-assigned item class does not have an item information template: The information you entered previously is no longer available for display on the screen, even though it is still retained in the Item Information table.

Select Item Information Template Window

How to display this window: Select Information for an item (Work with Items Screen) or SKU (Work with SKUs Screen). If the item is not assigned to an item class, the system displays an error message; otherwise, you advance initially to this window.

Select Select Template for the item class template you want to work with to advance to the Work with Item Information Screen. However, the system displays an error message if the template for the selected item class has not been set up.

Copy Item Information Window

Select Copy item info for an item class template at the Select Item Info Template Window to copy the item information to another item.

Completing this window: Enter an item belonging to the same class to copy the item information. If the item you enter (the destination item) is not in the same class as the originally selected item, the system displays an error message. Otherwise, you advance to the Work with Item Information Screen, where the information defined for the original item defaults. Select OK to save this information for the destination item.

Work with Item Information Screen

How to display this screen:

• E-Commerce info for an item at the Work with Items Screen. See Working with E-Commerce Item Information.

• Information from the Work with Items Screen, and then selecting the Customer Service template.

• Select Item Information from the Work with Order Lines Screen (Adding Items to the Order) or Work with Order Line Screen (Changing/Adding an Item)in order entry or order maintenance (OEOM or OIOM).

• Select Item Information at the Work with B2B Order Detail Screen (Adding Items to a Business to Business Order) in business-to-business order entry (OEOM).

• Select Item Info from the Display Order Detail Screen (Reviewing Order Line Detail) in standard order inquiry (OIOM).

If you change the item class: If you change an item’s item class assignment after you have set up item information, the entered information is retained in the Item Information table; however:

• If the newly-assigned item class has a different item information template: The information you entered into the previous template is displayed using the new template. For example, if the first template’s heading was NUTRITION and the new template’s heading is DOSAGE, the information you entered previously is now displayed under DOSAGE. If the information you entered previously exceeds the Lines available setting for the new template, all information is still displayed.

• If the newly-assigned item class does not have an item information template: The information you entered previously is no longer available for display on the screen, even though it is still retained in the Item Information table.

For more information: For more information about working with Item Class Templates, see Working with Item Classes (WICL).

Item image: If you have set up an image for the item, this screen displays the image in the upper right corner. If you have set up item images on an external image hosting application, you can click on the item image to open a web browser to the URL specified in the Information Link field for the item/SKU on the Item Image/Info Link Screen. See Setting Up Item Images for more information on setting up item images to display in order entry, order maintenance, and at the Work with Item Information screen.

Field	Description
Item	The item whose product information you are reviewing. Alphanumeric, 12 positions; display-only.
SKU	The SKU whose product information you are reviewing. Included only if you entered this screen by selecting Info for a SKU on the Work with SKUs Screen. Alphanumeric, three 4-position fields; display-only.
Template	The code and name of the template you selected from the Select Item Information Template Window. Template code: alphanumeric, 2 positions; display-only. Template description: alphanumeric, 20 positions; display-only.
Information heading	The information headings are defined in Work with Item Class for each informational template (customer service, purchase order, quality control, and reporting). See Working with Item Classes (WICL). Alphanumeric, 50 positions; display-only.
Information text	Enter the appropriate text to describe particulars about the item under each heading. Alphanumeric, 50 positions per line; optional.

Screen Option	Procedure
Toggle between Customer Service notes and Product Comment notes	Select Comments/Notes. You advance to the CS customer service template or the PC product comment template. This option is available only if you selected the CS or PC template.

Note: If you do not have authority to the Allow Access to Product Comment in Order Entry and Order Maintenance (A85) secured feature, the system displays this error message when you select Product Comments to advance to the Work with Item Information screen for product comments:

You are not authorized to Product Comments.

Work with Serial Numbers Screen

Purpose: You can use this screen to create, change, delete, or display serial number to identify different units of an item. You can advance to this screen only for items whose Serial number flag is selected; see Create Item Screen.

Generally, you use this screen to create serial numbers or change existing serial numbers when the system has not processed this information automatically.

Overview: Assigning serial numbers to an item allows you to track individual units of an item. When you first receive a purchase order containing the serial numbered item, you must specify the exact serial number for each unit. When you use the system to record additional inventory activity, such as confirming a shipment of the item, receiving a return from a customer, returning a unit to the vendor, and so on, the system prompts you for the serial numbers of the units affected.

Whenever you enter a serial number, the system validates that the particular unit is eligible for the inventory activity; for example, when you confirm a shipment, the system makes sure that the unit with that serial number is recorded as being on-hand, and not already shipped an a different order. Depending on the type of activity and your authority, you may be able to override the message and process the serial number update.

Serial numbers are tracked at the warehouse level, not the location level. For this reason, transactions affecting the number or status of serial numbered items within a warehouse (for example, receipts, shipments, and transfers to a different warehouse) prompt you for serial number(s). Transactions that do not affect a serial numbered item within a warehouse (for example, transfers from one location in the warehouse to another) do not require serial number entry.

Activities requiring serial numbers: For each of the activities listed below, you advance automatically to the Enter Serial Numbers screen if the transaction involves a serial numbered item. This screen provides a blank field for the entry of each serial number affected. For example, if you are receiving ten units of an item on a purchase order, there are ten serial number fields; if you are shipping one unit to a customer, there is one enterable one serial number field; and so on.

Activities that require serial number entry are:

• purchase order receiving or placing suspended stock (Note: If you receive into suspense, you will not need to enter serial numbers until you place the stock)

• inventory transactions

• transfers across warehouses

• adjustments of on-hand quantity

• setting the actual on-hand quantity

• returns to the vendor

• shipment confirmation (including express-billed orders)

• customer returns

• pick pack verification

Note: The Pick Pack Verification Screen displays a Serial # field for you to enter or scan a serial number; you do not advance to the Enter Serial Numbers screen.

Serial number count: You can create or recreate the serial number records for an item within a warehouse by entering the complete list of serial numbers on hand for that item. If you enter a new serial number as part of a serial number count, the system creates a new serial number record. If do not enter a previously existing serial number as part of a serial number count, the status of the serial number changes to D (no longer on hand); the system will prevent you from confirming shipment of this serial number, transferring it out of the warehouse, and so on.

Resetting serial number records: You can reset existing serial numbers by using the Resetting Serial Numbers (RSER) screen to update the status of existing serial number records to no longer on hand (D); and replace them with new serial number records with a status of received (R). The system creates new serial numbers with a status of received (R), if you enter an item/SKU in Reset Serial #’s Screen that has recently had serial number tracking turned on, and an on hand quantity greater than zero. The system also updates the status of current serial number records from their previous status to received (R).

Secured feature: The Create Serial Number During Shipment/Return (A66) secured feature controls whether a user can create new serial numbers when confirming shipments or processing returns, or must enter serial numbers that the system can validate against existing records for the item.

For more information:

• receiving stock or placing suspended stock: Placing Suspended Stock (SUSP)

• inventory transactions: Working with Inventory Transactions in Immediate Mode (WITI)

• confirming shipments: PC Manifesting Interface

• express billing an order or processing a return through order entry: Entering Orders

• processing a return through order maintenance: Introducing Order Maintenance

• processing a serial number count for an item within a warehouse: Assigning Items to Warehouses

• Create Serial Number During Shipment/Return (A66) secured feature

• entering serial numbers in pick/pack verification: Working with Pick/Pack Verification (WPPV)

How to display this screen:

• for a non-SKUed item, at the Work with Items Screen, select Serial Numbers.

• for a SKUed item, first advance to the Work with SKUs Screen (select SKU at the Work with Item Screen); then, at the Work with SKU screen, select Ser Nbrs.

You cannot advance to this screen for an item or SKU unless the Serial number flag for the item is selected.

Field	Description
Serial #	The serial number for this item. Alphanumeric, 20 positions; optional.
Shipped	The date this serial number item was shipped to the customer. Numeric, 6 positions (MMDDYY format); optional.

Screen Option	Procedure
Create a serial number	Select Create to advance to the Create Serial Number Screen.
Change serial number	Select Change for a serial number to advance to the Change Serial Number Screen.
Delete serial number	Select Delete for a serial number to delete it.
Display serial number	Select Display for a serial number to advance to the Display Serial Number Screen. You cannot change any information on this screen. See Change Serial Number Screen for field descriptions.
Print a listing	Select Print List to print a listing of serial numbers for the item, including their history and current statuses.

Create Serial Number Screen

Purpose: Use this screen to add a serial number for an item. Typically, you create serial number records when you receive or place a shipment from the vendor; however, you can use this screen on occasions when the serial number was not created through this process, or if you need to recreate an erroneous record.

To create a serial number: Select Create at the Work with Serial Numbers Screen.

Field	Description
Serial number	The serial number for a particular unit of the item. Alphanumeric, 20 positions; required.
Warehouse	The code representing the warehouse where the item is stored. Warehouse codes are defined in and validated against the Warehouse table. Numeric, 3 positions; required.
LPN number	The LPN associated with the unit of the item. The system validates that this LPN exists in your company. See Radio Frequency Overview for more information on using LPN tracking and RF to manage a warehouse. Numeric, 7 positions; optional.
Location	The code representing the location where the item is stored. The system validates that this is a valid location for the warehouse. Alphanumeric, 7 positions; optional.
PO number (Purchase order number)	The purchase order on which you received the item. The system validates that this purchase order number exists in your company and that the item was received on that purchase order. Numeric, 7 positions; optional.

Change Serial Number Screen

Purpose: Use this screen to change or enter information for an existing serial number. Several of the fields on this screen are not available on the Create Serial Number Screen.

How to display this screen: Select Change for a serial number at the Work with Serial Numbers Screen.

Field	Description
Status	The status of the unit associated with this serial number. Valid values are: No longer on-hand = the system assigns this status if you have entered a serial number count that did not include this serial number Received = you have received the unit on a purchase order and have not yet allocated it for an order or shipped Shipped = you have confirmed shipment of the unit Returned to vendor = you have processed a return to vendor (type V) inventory transaction; the serial number record is not updated automatically for a Vendor Charge Back The system updates the status code automatically for each activity against the serial number, but you can override this value. In addition, the system may assign one of the statuses below to a serial number:
	In Use = the unit is allocated for a pick slip, customer return, etc., but has not yet gone through the billing asynchronous job. For example, the serial number would have a status of U if you entered this number through the Confirm Shipment menu option but have not yet selected OK to begin table updates related to the shipment. The U status prevents the system from accepting the serial number for another transaction Did not exist = a temporary status the system uses for serial numbers you begin to create during a transaction, but then cancel Optional.
Date received	The date you received the purchase order containing the unit. The system assigns the date when you receive the purchase order, but you can override this value. Numeric, 6 positions (MMDDYY format); optional.
Date shipped	The date you confirmed shipment of the unit. The system assigns the date when you confirm the shipment, but you can override this value. Numeric, 6 positions (MMDDYY format); optional.
Date returned	The date you received the returned unit from the customer. The system assigns the date when you process the return, but you can override this value. Numeric, 6 positions (MMDDYY format); optional.
Date not o/h (Date not on-hand)	The date you entered a serial number count for the item which did not include this serial number. The system assigns this date when you enter a serial number count, but you can override this value. Numeric, 6 positions (MMDDYY format); optional.
Date RTV (Date returned to vendor)	The date you processed a return-to-vendor inventory transaction (type V) transaction. The system assigns this date when you process the transaction, but you can override this value. There is no automatic serial number prompting and update when you process vendor charge backs, available through the Work with Vendor Charge Backs menu option. Numeric, 6 positions (MMDDYY format); optional.
Order #	The order number on which you shipped the unit. The system updates this field when you confirm a shipment. You cannot override this field unless the new order number, ship to number, and line number (below) contain the serial numbered item. Numeric, 8 positions; optional.
Ship to #	The number of the shipping address on the order receiving the serial numbered item. The system updates this field when you ship an item. You cannot override this field unless the new order number (above), ship to number, and line number (below) contain the serial numbered item. Numeric, 3 positions; optional.
Order line #	The number of the order line on which the serial numbered item shipped. You cannot override this field unless the new order number, ship to number (above), and line number contain the serial numbered item. Numeric, 3 positions; optional.
Warehouse	The warehouse where the serial numbered item is located. The system updates this field when you receive a purchase order, place suspended stock, or receive a customer return. You can override this value; however, you must perform an inventory transaction to record movement of the stock. Warehouse codes are defined in and validated against the Warehouse table. See Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; optional.
LPN number	The LPN number associated with the serial numbered item. You would use this field only if you use LPN tracking and RF to manage your warehouse; see Radio Frequency Overview. The system validates only that any LPN you enter here exists in the LPN table; it does not validate that the item and location are correct. Numeric, 6 positions; optional.
PO number (Purchase order number)	The purchase order number on which you received the serial numbered item. The system updates this field when you receive the purchase order. If the serial number is in a received (R) status but there is no purchase order number or received date, this may indicate that the system created the record as a result of a serial number count. The system validates only that any purchase order number you enter here exists in your company; it does not validate that you received the serial numbered item on this purchase order. Numeric, 7 positions; optional.

Work with Item/SKU Comments Screen

Purpose: Use this screen to enter comments about an item or SKU and identify where those comments should print or display. You can specify a different print or display selection for each line of item comments.

Item and SKU comments can appear on:

• pick slips

• invoices

• both pick slips and invoices

• reports

• a pop-up window when you add the item or SKU to an order

You can also specify to have the item comment appear nowhere. In this situation, you must use the Work with Item/SKUs menu option to review the comments.

Item or SKU level: You can enter item comments at either the base item level or the SKU level. If you enter both, the comments at the SKU level override the base item-level comments. For example, if item AB100 comes in RED, BLUE, and PINK, and if you enter item comments for the base item and for the RED SKU, the SKU-level comments will appear for the RED SKU only; the base item-level comments will appear for the BLUE and PINK SKUs.

Pop-up window: Comment lines whose Print code is set to Window prompt the Work with Item/SKU Comments Window to open when you enter the item code in order entry or maintenance. The window also opens when you:

• enter a quantity of the item at the Display Item Availability Screen in order entry (available by selecting Item Availability at the Select Customer Sold To for Order screen)

• enter the item as an exchange for a customer return (see Returning and Exchanging Items in Order Maintenance; or Introducing Return Authorizations (WRTA))

The pop-up window does not display when the item is added to an order in other ways, such as a price table premium, telemarketing special, or item coordinate.

How to display this screen:

• Non-SKUed item: At the Work with Items Screen, select Comments for the item.

• SKUed item:

• To enter comments at the base item level by following the instructions, above, for a non-SKUed item; or,

• Select SKU for the base item at the Work with Item Screen to advance to the Work with SKUs Screen, then select Comments for the SKU.

Field	Description
Print code	This code indicates where to print or display your comments. Valid values are: • Print on picks and invoices = Comments print on the base pick slip, or on your unique pick slip and unique invoice if supported by your unique printing program. Comments do not print on the base invoice print program supplied by MICROS. • Print on invoices only = Comments print on invoices only if supported by your unique invoice print program. Comments do not print on the base invoice print program supplied by MICROS. • None (default) = Do not print or display. • Print on picks only = See the Pick Slip. • Print on reports only = Printing on reports is not currently implemented. • Window = Display in the Work with Item/SKU Comments Window when you select an item to add to an order Required.
Comments	The free-form comments that you can enter. Alphanumeric, 50 positions (each line); required.

Work with Special Source Price Screen

Purpose: Use this screen to change, delete, display, or create price breaks on an item for a certain group of customers. Source prices are established at the base item level, not at the SKU level.

You can define additional special prices for associate customers (as defined in the Customer Sold To table). You can also specify a quantity required to receive the special source price.

Related system control values:

• If the Perform Source Pricing Validation (D62) system control value is selected and there are any source special pricing records set up for the source code on the order header, the system prevents you from adding any items to the order if they are not included in the special source pricing.

• The Pricing Values (B31) system control value controls the order in which the system evaluates pricing options for the order, based on the priority assigned to the Special by Source Sequence # (A82) system control value.

Note: To enter multiple item special prices by source code, you can also use Working with Source Codes (WSRC) or Working with Special Pricing by Source Code (WSPP).

How to display this screen: At the Work with Items Screen, select Source Prices for an item.

Field	Description
Source	A code representing a group of customers to whom you sell. Alphanumeric, 9 positions; optional.
Qty (Quantity)	The number of units of the item that the customer must purchase to receive the special price. Numeric, 5 positions; optional.
Price	The price the customer pays for the item on qualifying orders. Numeric, 7 positions with a 2-place decimal; optional.
Assoc price (Associate price)	The price an associate customer pays for the item on qualifying orders. Numeric, 7 positions with a 2-place decimal; optional.
Tax inclusive price	The price a customer pays for the item on qualifying order subject to tax-inclusive pricing and VAT. On orders subject to VAT, tax does not accumulate in the Tax bucket; instead, the customer pays a tax-inclusive price and VAT is “hidden” on the order detail line. 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 an associate customer pays for the item on qualifying order subject to tax-inclusive pricing and VAT. On orders subject to VAT, tax does not accumulate in the Tax bucket; instead, the customer pays a tax-inclusive price and VAT is “hidden” on the order detail line. 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 a source price	Select Create to advance to the Create Special Source Price Screen.
Change a source price	Select Change for a price to advance to the Change Source Price Screen. You can change any information on this screen except the item and source. See Create Special Source Price Screen for field descriptions.
Delete a source price	Select Delete for a price to delete it.
Display a source price	Select Display for a price to advance to the Display Source Price Screen. You cannot change any information on this screen. See Create Special Source Price Screen for field descriptions.

Create Special Source Price Screen

To create: At the Work with Special Source Price Screen, select Create.

Field	Description
Source	A code used to define a segment of your mailings. Validated against the Source Code table. See Working with Source Codes (WSRC). Alphanumeric, 9 positions. Create screen: required. Change screen: display-only.
Qty (Quantity)	The quantity of the item that the customer must purchase to receive this price break. Numeric, 5 positions; required.
Price	The selling price of the item when an order meets the defined source code and quantity requirements. This price applies to all SKUs of the item on the order. Numeric, 7 positions with a 2-place decimal; required.
Tax inclusive price	The selling price of the item when an order meets the defined source code and quantity requirements and the order is subject to VAT. This price applies to all SKUs of the item on the order. Displayed only if the Tax Included in Price (E70) system control value is selected. Numeric, 7 positions with a 2-place decimal; optional.
Assoc price (Associate price)	The selling price of this item when an order meets the defined source code and quantity requirements and the customer is an associate. Customers are eligible for associate price breaks if they are identified as associate customers in the Customer table and if Assoc = Selected in Order Entry. Numeric, 7 positions with a 2-place decimal; optional
Tax inclusive associate price	The selling price of this item when an order meets the defined source code and quantity requirements, the customer is an associate, and the order is subject to VAT. Customers are eligible for associate price breaks if they are identified as associate customers in the Customer table and if Assoc = Selected in Order Entry. Displayed only if the Tax Included in Price (E70) system control value is selected. Numeric, 7 positions with a 2-place decimal; optional.

Work with Item Attribute Assignment Screen

Purpose: Use this screen to assign an item attribute (such as “natural fibers”) and a value (such as “cotton” or “wool”) to an item or SKU. You can also use this screen to review or delete previously assigned attributes and values.

Important: You must link either a base item or its SKUs, but not both, to an attribute value. If you link both the base item and its SKUs to an attribute value, the Affinity function will perform duplicate updates of the customer’s net quantity when the customer orders a SKU; the SKU will be counted twice.

How to display this screen: Select Attributes for an item at the Work with Items Screen. You can also display this screen by selecting Attributes for a SKU at the Work with SKUs Screen to assign attributes and values to individual SKUs.

Field‘	Description
Item	The item you selected at the Work with Items screen. If you advanced to this screen by selecting a SKU at the Work with SKUs screen, the SKU appears to the right. Item: alphanumeric, 12 positions; display-only. SKU: alphanumeric, three 4-position fields; display-only.
Item description (Unlabeled field below the item)	The description of the item. Alphanumeric, 40 positions; display-only.
Attribute type	Enter the type, or category, of item attribute to assign to the item (for example, “fabric” or “color”). You cannot enter more than one attribute type/value assignment using the same attribute type for a single item or SKU. For example, if you assign an item to “fabric/linen” you cannot also assign it to “fabric/silk.” Attributes are defined in and validated against the Item Attribute table. See Work with Item Attributes and Values (WIAT). Any attribute types that have already been assigned appear below and are display-only. The description appears below the type. Alphanumeric, 6 positions; optional.
Value	Enter the value that describes the item's attribute. For example, an attribute type of “fabric” might have values of “linen,” “silk,” or “no-iron.” Attribute values are defined in and validated against the Item Attribute Value table. Additionally, the value you enter must be associated with the entered attribute type. Any attribute values that have already been assigned are listed below and are display-only. The description is below the value. Alphanumeric, 6 positions; required if you enter an attribute type.
Affinity indicator	Determines how the system tracks this item in your customer affinity preference tables. Valid values are: • Upsell only = This item and its SKUs are included on the Select Affinity Items pop-up window for an order from a customer who is flagged for this attribute value. When the customer orders this item, however, the customer’s affinity preference record for the item attribute is not updated to reflect this item purchase; the Lifetime net quantity, Lifetime frequency, and Lifetime change rates for this attribute value will not change. See Change Customer Affinity Screen. • Capture Preference Only = This item and its SKUs are not included on the Select Affinity Items pop-up window for an order from a customer who is flagged for this attribute value. However, when the customer orders or returns this item, the customer’s affinity preference record for this item attribute is updated to reflect the purchase; the Lifetime net quantity, Lifetime frequency, and Lifetime change rates for this attribute value will reflect the customer’s purchase. See Change Customer Affinity Screen. • Both Upsell and Capture • Neither = Neither upsell nor capture. To change the Affinity indicator, select Change for an item attribute assignment. Any affinity indicators that have already been assigned are listed below and are display-only. Optional.

Screen Option	Procedure
Enter a new item attribute assignment	Complete the Attribute type and Value fields.
Delete an item attribute assignment	Select Delete for an item attribute assignment to delete it.
Change the Affinity indicator	Select Change for an item attribute assignment to advance to the Change Item Attribute Assignment screen, where you can change only the Affinity Indicator.
Display the item attribute affinity thresholds	Select Display Value for an item attribute assignment to advance to the Item Attribute Value screen in Display mode. For a description of this screen, see Item Attribute Value Screen: Add Mode (Setting Affinity Thresholds).

Working with E-Commerce Item Information

Purpose: Use the Work with Item Information Screen/internet information template to work with descriptive information about an item so that you can display this information on your web storefront.

The information you enter in this template is available for the e-commerce download only; it does not appear on any screens in CWSerenade.

Note: You cannot define e-commerce item information at the SKU level; you can define it at the base item level only.

Setting up the template: Before you can enter e-commerce information for an item, you must:

• assign the item to an item class

• use the Work with Item Class menu option to create an RP template for the class, including multiple template headings as required. You also define the number of lines available to enter information for each template heading. See Working with Item Classes (WICL).

Format for download: The template headings that appear on the left side of the screen are not downloaded to the storefront.

Any extra line spaces included in the descriptions are collapsed; each description is transmitted as a single string of text.

You use Downloading E-Commerce Offer Tables (EOFR) to download item image information to the web storefront.

For more information: See E-Commerce Interface.

Field	Description
Item	The item you selected at the Work with Items screen. Alphanumeric, 12 positions; display-only.
Headings	The heading for each type of information appears on the left-hand side of the screen. You use the Work with Item Class menu option (RP template) to define the template heading text and the number of lines available for entering information for each heading; See Working with Item Classes (WICL). The template headings are not downloaded to the storefront. Alphanumeric, 20 positions; display-only.
Information fields	Enter information as needed under each heading. Any extra line spaces included in the descriptions are collapsed, and each description is transmitted as a single string of text. Alphanumeric, 50 positions each line; optional.

Screen Option	Procedure
Enter or change item information for download to the web storefront	Enter the information under the appropriate heading.

Work with E-Commerce Upsell Screen

Purpose: Use e-commerce upsell items to associate an item you offer on the web storefront with an upsell item that you want to suggest as an upgrade.

How e-commerce upsells work: When the customer reviews the first item, the web page includes a message suggesting the upsell item for purchase instead.

For example, item AB1000 is associated with upsell item CD2000. When the customer selects AB1000 for review on the web storefront, the page displays a message suggesting CD2000 as an alternative.

You can define e-commerce upsell items for base items only, not for particular SKUs. Also, you can use e-commerce upsells for orders processed through the e-commerce interface only.

Note: You can also suggest cross-sell items to add to the items already in a web customer's shopping cart by setting up item coordinates. See Working with Item Coordinates (WCIO).

To download: You use Downloading E-Commerce Offer Tables (EOFR) to download item upsells to the web storefront.

How to display this screen: Select E-Commerce Up-Sells for an item at the Work with Items Screen.

Field	Description
Item	The item that you selected at the Work with Items screen, and that is eligible for replacement by the upsell item. When the customer selects this item for review on the web storefront, the upsell item will be suggested as a replacement. The item description appears to the right. Item: alphanumeric, 12 positions; display-only. Description: alphanumeric, 40 positions; display-only.
Upsell item	The item that you are suggesting to replace the original item. Alphanumeric, 12 positions; optional.
Upsell description	The description that should appear on the web page to upsell the customer from the original item to the upsell item. Alphanumeric, 50 positions; display-only.
Upsell item description	The description of the upsell item. Alphanumeric, 40 positions; display-only.

Screen Option	Procedure
Create a new e-commerce upsell item	Select Create to advance to the Create E-Commerce Up-Sell/Cross-Sell Screen (Upsells Mode).
Change an e-commerce upsell item	Select Change for an e-commerce upsell item advance to the Change E-Commerce Up-Sell/Cross-Sells Screen. At this screen, you can change only the description to appear on the web page. See Create E-Commerce Up-Sell/Cross-Sell Screen (Upsells Mode) for field descriptions.
Delete an e-commerce upsell item	Select Delete for an e-commerce to delete it. Note: Deleting an upsell in CWSerenade does not delete it from the web storefront; you must perform that deletion separately.

Create E-Commerce Up-Sell/Cross-Sell Screen (Upsells Mode)

Purpose: Use this screen to create a new e-commerce upsell item.

How to display this screen: Select Create at the Work with E-Commerce Upsell Screen.

Field	Description
Item	The item that you selected at the Work with Items screen, and that is eligible for replacement by the upsell item. When the customer selects this item for review on the web storefront, the upsell item will be suggested as a replacement. The item description appears to the right. Item: alphanumeric, 12 positions; display-only. Description: alphanumeric, 40 positions; display-only.
Up-sell item	The item to suggest as a replacement for the originally selected item. Alphanumeric, 12 positions. Create screen: required. Change screen: display-only.
Description	The description to appear on the web page to suggest replacing the original item with the upsell item. Alphanumeric, 50 positions; required.

Work with UPC Codes Screen

Purpose: Use this screen to create or delete a UPC code for an item/SKU.

You can create as many UPC codes for an item/SKU as you like; however, the system validates that you do not create a duplicate UPC code.

Pick pack verification: If you use pick/pack verification, you can use the UPC code to scan items as you pack them. Also, the UPC code prints on the item label you generate through pick/pack verification. See Working with Pick/Pack Verification (WPPV) for more information.

Radio frequency: If you process Radio Frequency Transactions (RFMN), you can use the UPC code to scan the item associated with the RF transaction. The Default Scan Type for RF Receiving and PI (K68) system control value defines the type of barcode that is available to scan for the following RF transactions:

• RF Physical Inventory

• RF PO Receipt Transaction

• RF Store Transfer Receipt Transaction

• RF Mass Transfer

• RF Mass Putaway

Receiving Worksheets: The UPC code for the Item/SKU prints on the PO Receiving Worksheet (POR0167, POR0167BC) and/or PO Receiving Worksheet (POR0740, POR0740BC).

How to display this screen:

• for a non-SKUed item, at the Work with Items Screen, select UPC for an item. If the item has SKUs, an error message indicates: Must set UPC at SKU level.

• for a SKUed item, first advance to the Work with SKUs Screen (select SKU at the Work with Item screen); then, at this screen, select UPC for a SKU.

Field	Description
Item/SKU	The code and description of the item. If the item contains SKUs, the SKU code is also included. Item code: Alphanumeric, 12 positions; display-only. SKU code: Alphanumeric, three 4-position fields; display-only. Item description: Alphanumeric, 40 positions; display-only.
Type	The type of UPC code. Informational only. Valid values are: • E13 = EAN-13, indicating a 13 position UPC code; however CWSerenade does not validate the UPC length. • E8 = EAN-8, indicating an 8 position UPC code; however, CWSerenade does not validate the UPC length. • UA = UPC-A, indicating a 12 position UPC code; however CWSerenade does not validate the UPC length. • UE = UPC-E, indicating a 6 position UPC code; however CWSerenade does not validate the UPC length. The last UPC type you used defaults. Alphanumeric, 3 positions; optional.
UPC code	A UPC code defined for the item/SKU. • A message similar to the following indicates if the UPC code has already been assigned to another item/SKU: UPC already assigned to ACB958. • A message similar to the following indicates if the UPC code has already been created for the item: UPC already assigned to IT948. Note: Include any leading zeros. For example, if the UPC code is 06012011, enter 06012011 and not 6012011. Alphanumeric, 14 positions; optional.
Vendor	A code that identifies a supplier who sells you merchandise. Vendor codes are defined in and validated against the Vendor table; see Working with Vendors (WVEN). Numeric, 7 positions; optional.

To create: Enter the UPC type in the Type field and enter the UPC code in the UPC code field. Make sure to add any leading zeros. The bottom half of the screen displays the UPC code you just created.

• A message indicates if the UPC code has already been assigned to another item/SKU: UPC already assigned to ABC987.

• A message indicates if the UPC code has already been created for the item: UPC already assigned to ITEX.

Note: You cannot change a UPC code once the code is created. Instead, you must delete the UPC code and create a new code.

Work with Item Restriction by Country/State Screen

Purpose: Use country/state restrictions to prevent items from being added to an order in order entry/order maintenance if the ship to address for the order is in a country or state to which you cannot ship the items.

How country/state restrictions work: When you take an order for an item which is restricted from being shipped to the country or state of the ship to address, the item will be highlighted, and a message similar to the following will display in order entry/order maintenance:

Item (XXXXX) cannot be shipped to (COUNTRY/STATE).

Country/state restrictions are defined at the item level. For SKUed items, country/state restrictions apply to all SKUs of an item.

Setting restrictions for an entire country: Countries and states for countries are defined using the Work with Countries menu option. If the country's Require state? field is selected, then you must specify a valid state when you set an item restriction for that country, and you must set a separate restriction for each state to which you cannot ship the item.

Example:

You have selected the Require state? field for the USA. To set an item restriction for a state: Enter the USA's code in the Country field and a valid state code in the State field. To set an item restriction for the entire country: you must set an item restriction for each state in the country.

If the country's Require state? field is unselected, you can define item shipping restrictions for the entire country, or, if you wish, for valid states in that country.

Example:

You have unselected the Require state? field for Canada. To set an item restriction for a province: Enter Canada's code in the Country field, and a valid state (province) in the State field. To set an item restriction for the entire country: Enter Canada's code in the Country field. Leave the State field blank.

See Setting Up the Country Table (WCTY) for more information about setting up countries and states.

How to display this screen: Select Restrictions for an item at the Work with Items Screen.

Field	Description
Item	The item that you selected at the Work with Items screen which is restricted from being shipped to specific countries or states. When you try to add this item to an order with a ship to address in a restricted state or country, order entry/maintenance displays an error message such as: Item (XXXXX) cannot be shipped to (COUNTRY/STATE). The item description is to the right. Item: alphanumeric, 12 positions; display-only. Description: alphanumeric, 40 positions; display-only.
Country	A country to which you cannot ship the item, or in which one or more states have shipping restrictions for the item. Countries are defined in and validated against the Country table. If the country's Require state? field is unselected, and you do not specify a state in the State field when setting up the item restriction, the restriction will apply to the entire country. See Setting Up the Country Table (WCTY) for more information on defining countries and states. Alphanumeric, 3 positions; optional.
State	A state which has a shipping restriction for the item. States for a country are defined using the Work with Countries menu option. See Setting Up the Country Table (WCTY). Alphanumeric, 2 positions; optional.

Screen Option	Procedure
Create a country/state restriction for the item displayed on this screen	Select Create to advance to the Create Item Restriction by Country/State Screen.
Delete a country/state restriction for the item displayed on this screen.	Select Delete for a country/state restriction to delete it.

Create Item Restriction by Country/State Screen

Purpose: Use this screen to create a country/state restriction for the item you selected at the Work with Items screen.

How to display this screen: Select Create at the Work with Item Restriction by Country/State Screen.

Field	Description
Item	The item that you selected at the Work with Items screen. When this item is ordered by a customer whose ship to address is in a restricted country or state, order entry/maintenance displays an error message such as: Item (XXXXX) cannot be shipped to (COUNTRY/STATE). Item: alphanumeric, 12 positions; display-only. Description: alphanumeric, 40 positions; display-only.
Country	A country to which you cannot ship the item, or in which one or more states have shipping restrictions for the item. The country will default from the Default Country for Customer Address (B17) system control value, but you can change it. Countries are defined in and validated against the Country table. If the country's Require state? field is unselected, and you do not specify a valid state in the State field when creating a Country/State restriction, then the item restriction will apply to the entire country. See Setting Up the Country Table (WCTY). Alphanumeric, 3 positions; required.
State	A state which has a shipping restriction for the item. States for a country are defined using the Work with Countries menu option. See Setting Up the Country Table (WCTY). Alphanumeric, 2 positions; required if the Require state? field for the country is selected in the Country table.

Work with Item Categories Screen (E-Commerce)

Purpose: Use this screen to assign an item to one or more e-commerce categories, or to delete assignments. You can associate an item with an e-commerce category to allow web storefront customers to search for an item by category. For example, you can assign snowboard boots to a “boots” category and a “snowboard” category. The e-commerce categories in your company do not need to be the same as the item category codes you set up through Working with Item Category Codes (WITG).

You use Downloading E-Commerce Offer Tables (EOFR) to download item-related information, such as e-commerce category assignment, to the web storefront.

You can make item category assignments at the base item level only, not at the SKU level.

How to display this screen: Enter 30 next to an item at the Work with Items Screen.

Field	Description
Item	The item you selected at the Work with Items screen. The description is to the right. Item: alphanumeric, 12 positions; display-only. Item description: alphanumeric, 30 positions; display-only.
Category	The code representing the e-commerce item category. Enables you to enter an e-commerce category to assign to the item; it is not a scan field. Categories that are already assigned to the item appear below. E-commerce item categories are defined in and validated against the E-Commerce Item Category table; see Working with E-Commerce Category (WECC). Alphanumeric, 4 positions; required to assign an e-commerce category to the item.
Category description (Unlabeled field to the right of the category)	The description of the e-commerce category. Alphanumeric, 30 positions; display-only.

Screen Option	Procedure
Assign an e-commerce category to an item	Enter the category. You can prompt on this field to see a list of valid e-commerce categories.
Delete a category assignment for the item	Select Delete for the category. Note: Deleting the category assignment does not automatically delete it from the web storefront.

Item Image/Info Link Screen

Purpose: Use this screen to define the URLs where the image and product information for an item or SKU are stored on an external image hosting application.

Note: This option is available only if the Use External Item Image (L55) system control value is selected; otherwise, an error message displays: Image/Info Link not available - enabled by SCV L55.

Setting up item images locally: You can also set up item images on the CWSerenade application server. In this situation, leave the Use External Item Image (L55) system control value unselected. See Setting Up Item Images for more information on setting up item images on the CWSerenade application server.

Displaying the item image:

• Work with Order Lines Screen (Adding Items to the Order): This screen displays the image for each item after you enter the item, and the image of the last item entered remains on this screen until you exit. The image that displays is:

• The image defined at the SKU level.

• If an image is not defined at the SKU level, the image defined at the item level displays.

• If an image is not defined at the SKU or item level, no image displays.

If you click on the image, the system opens a web browser to the URL specified in the Information Link field for the item/SKU on the Item Image/Info Link screen.

• Work with Item Information Screen: When you advance to this screen at the SKU level, this screen displays:

• The image defined at the SKU level.

• If an item is not defined at the SKU level, the image defined at the item level displays.

• If an image is not defined at the SKU or item level, no image displays.

When you advance to this screen at the item level, this screen displays:

• The image defined at the item level.

• If an image is not defined at the item level, the image defined for the first SKU in alphabetical order displays.

• If an image is not defined for the item or SKU, no image displays.

If you click on the image, the system opens a web browser to the URL specified in the Information Link field for the item/SKU on the Item Image/Info Link screen.

• Work with Items Screen (MITM): When you mouse over the item code, this screen displays:

• the image defined at the item level.

• If an image is not defined at the item level, the image defined for the first SKU in alphabetical order displays.

• If an image is not defined for the item or SKU, the default image displays.

Default image: If there is no image available for an item:

• The Work with Order Lines screen and Work with Item Information screen do not display a default image.

• The Work with Items screen displays the image defined for the default_popup.jpg file located at C:\Serenade\server\webapps\ROOT\Pics, where C:\ is the root drive of the CWSerenade server. The delivered default image is a very small white box so that it appears that no image displays when an image is not available for an item. However, you can change the image for the default_popup.jpg file to fit your needs.

Image size: The image is displayed at 150 x 150 pixels at the Work with Order Lines Screen (Adding Items to the Order), and at 120 x 120 pixels at the Work with Item Information Screen and the Work with Items Screen in item maintenance.

How to display this screen:

• Item level: Select Image/Info Link for an item at the Work with Items Screen.

• SKU level: Select Image/Info Link for a SKU at the Work with SKUs Screen.

Field	Description
Item	The item you selected at the Work with Items Screen. Alphanumeric, 12 positions; display-only.
SKU	The SKU you selected at the Work with SKUs Screen. Note: The SKU displays only if you are defining an image and information link for the SKU of an item. Alphanumeric, three 4-position fields; display-only.
Item Description	A description of the item. Alphanumeric, 40 positions; display-only.
SKU Description	A description of the SKU. Note: The SKU description displays only if you are defining an image and information link for the SKU of an item. Alphanumeric, 40 positions; display-only.
Image Link	The URL to the location of the item image on the external image hosting application. The system does not validate that the URL you enter is valid. Alphanumeric, 256 positions; optional.
Information Link	The URL to the location of the item information on the external image hosting application. The system does not validate that the URL you enter is valid. Note: If the URL is too long, the Work with Order Detail screen might not be aligned correctly. Alphanumeric, 256 positions; optional.