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 items for upsell promotion or promotional inserts in order entry: see Working with Upsell Promotions (WUPE)
• identify a tax exemption for a group of items: see Working with Item Tax Exemptions (WITX)
• post sales or returns to the General Ledger Interface table: see Displaying the General Ledger Interface (DGLI)
• 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.
• define slotting groups if the Item Classification for Slotting Groups (L82) system control value is set to ITMCLS.
Uploading: You can use the Submit Supporting Data Upload Screen (SDUP) to upload new item class codes. See Importing Item-Related Supporting Data (WinRetail Integration/SDUP) for an overview.
In this topic:
• 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
• Reviewing Item Class Templates
• Work with Item Class Templates Screen
• Create Item Class Template Screen
• Copy Item Class Templates Pop-Up Window
• 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 an item class template |
Select Templates for an item class code to advance to the Work with Item Class Templates Screen. |
Copy an item class template |
Select Copy Template for an item class code to advance to the Copy Item Class Templates Pop-Up Window. |
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. |
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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. |
Curve code |
A code used in forecasting for inventory projection and analysis reporting. The curve determines weekly projections of sales for items within this item class. Curve codes are defined in and validated against the Projection Curve table; see Working with Projection Curves (WCRV). Numeric, 3 positions; 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. |
Desired gross (Desired gross margin percent) |
The percentage margin % of the item's price that should exceed the cost of the item. You can use Desired gross margin percent when you decide how to price an item in an offer so that the price results in a profitable outcome. Numeric, 6 positions with a 2-place decimal; optional. |
Sales G/L account # (Sales general ledger account number) |
The general ledger number for posting sales for items in this class. If an item is not assigned to a class with a sales G/L account number, the system uses the Merchandise Sales G/L number from the Division table. G/L numbers are validated against the G/L Account table. If you do not have authority to the Secure G/L Number Field Access (A84) secured feature, this field is display-only. Numeric, 8 positions; optional. |
Discount G/L # (Discount general ledger account number) |
The G/L account number for posting discounts on sales for items in this class. If an item is not assigned to a class with a discount G/L account number, the system uses the Merchandise Sales G/L number from the Division table. G/L numbers are validated against the G/L Account table. See Working with Divisions (WDIV) and Working with G/L Accounts (WGLA). If you do not have authority to the Secure G/L Number Field Access (A84) secured feature, this field is display-only. Numeric, 8 positions; optional. |
Return G/L Account # |
The G/L account number for posting returns on items in this class. If an item is not assigned to a class with a return G/L account number, the system uses the Return G/L number from the Division table. G/L numbers are validated against the G/L Account table. See Working with Divisions (WDIV) and Working with G/L Accounts (WGLA). If you do not have authority to the Secure G/L Number Field Access (A84) secured feature, this field is display-only. Numeric, 8 positions; optional. |
Return discount G/L # |
The G/L number for posting discounts on returns for items in this class. If an item is not assigned to a class with a return discount G/L account number, the system uses the Return Discount G/L number from the Division table. G/L numbers are validated against the G/L Account table. See Working with Divisions (WDIV) and Working with G/L Accounts (WGLA). If you do not have authority to the Secure G/L Number Field Access (A84) secured feature, this field is display-only. Numeric, 8 positions; optional. |
Cost good sold G/L # (Cost of goods sold general ledger account number) |
The G/L number for posting item cost for sales. If not assigned: If an item is not assigned to a class with a Cost of goods sold G/L account number, the system uses: • drop ship item: the Drop ship C.O.G. account number for the division • non inventory item: the Non-inventory COGS account number for the division • all other items: the Cost of goods sold account number for the division • If the above general ledger numbers are not defined at the division level: • for a non inventory or drop ship item, the system does not post the cost of goods to the General Ledger Interface table • for all other items, the system uses the account number from the Issue (I) inventory transaction code. |
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Which division? The system uses the division associated with the source code on the order header if the Post Inventory G/L Transactions Using Source Code Associated with Order (F81) system control value is selected. Also, the system uses the override source code at the order detail line level if the Post Sales G/L Using Division at Order Line Source Code (F17) system control value is selected. Otherwise, the system uses the division specified in the Default Division for Inventory Transactions (C17) system control value. Drop ship and non inventory: The system posts the cost of goods sold for drop ship and non inventory items only if the Create Item Transaction History for Non-Inventory Items (E39) system control value is selected. If you do not have authority to the Secure G/L Number Field Access (A84) secured feature, this field is display-only. Numeric, 8 positions; optional. |
Cost Good Return G/L # (Cost of goods sold return general ledger account number) |
The G/L number for posting item cost for returns. If not assigned: For regular, inventoried items and drop ship items, the system uses Cost of goods return G/L number for the division if there is no Cost of good return G/L number for the item class, or if the item is not assigned to an item class; if there is no G/L number for the division, the system uses the G/L number for the C (customer return) inventory transaction code. For a non inventory item, however, the system does not post the cost of goods at all for a return unless there is a Cost of good return G/L number. Note: The system posts the cost of goods sold for drop ship and non inventory items only if the Create Item Transaction History for Non-Inventory Items (E39) system control value is selected. Which division? See the description of the Cost of goods sold G/L number, above, for information. If you do not have authority to the Secure G/L Number Field Access (A84) secured feature, this field is display-only. Numeric, 8 positions; 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 Cust Class Restric 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 Restrict. 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. |
Reviewing Item Class Templates
Purpose: Templates allow you to customize the format of the Work with Item Information screen and to maintain 5 different types of information related to an item or SKU based on functional area. For example:
• item information directed towards Customer Service can include care instructions for an item or SKU; this information is available in order entry and order maintenance
• item information for download through the e-commerce interface can include an item description to display on the web storefront
Information templates: Information templates allow you to design the sequence and content of the item information screen presented in various applications, such as order entry and order maintenance.
Template usage: For each item class, you can define 5 types of templates:
• CS (Customer Service): item information for these templates is available in order entry and order maintenance by selecting Item Info for an item.
• PC (Product Comments): with the proper authority, the operator can enter product comments in order entry or order maintenance by selecting Product 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
• RP (Reporting): these templates are used for e-commerce information only. If you are using the e-commerce interface, you can download item information stored in these templates to the web storefront for display on a web page
Template = item information heading: The templates are standard headings, on the Work with Item Information screen, for each type of information. For example, a “clothing” item class may require headings such as “laundry instructions” and “fabric content” in the customer service template; in this case, you would create a “laundry instructions” template and a “fabric content” template for the “clothing” item class.
Each template also controls the number of lines available for the 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.
Entering item information: Once you have defined templates, you enter the specific information about the item or SKU at the Work with Item Information Screen. (Note: The RP template, which is used for e-commerce information only, is available through a separate option; select Templates for an item to enter information in the e-commerce template, and select Templates for an item to advance to the Change E-Commerce Item Image screen, where you can enter information in any of the other item class templates.) See Entering Additional Item Information.
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.
Work with Item Class Templates Screen
Purpose: Use this screen to create, change, delete and display item class templates.
How to display this screen: At the Work with Item Class Screen, select Templates for an item class.
Field |
Description |
Class |
The item class code and description for which a template has been defined. Code: alphanumeric, 3 positions; display-only. Description: alphanumeric, 30 positions; display-only. |
Template |
A code representing the type of template defined for item information. Valid values are: • Customer Service • Product Comments • Purchase Orders • Quality Control • Reporting (E-Commerce) Optional. |
Seq # (Sequence number) |
A sequence number assigned to each template. The sequence number controls the order in which the headings appear on the Work with Item Information screen; see Entering Additional Item Information. Numeric, 3 positions; optional. |
Heading |
A description of the item class template. The description appears as a heading on the left side of the Work with Item Information screen. Alphanumeric, 20 positions; optional. |
Lines Available |
The number of lines available in this template for the entry of item information. Numeric, 3 positions; optional. |
Screen Option |
Procedure |
Create a new item class template |
Select Create to advance to the Create Item Class Template Screen. |
Change an item class template |
Select Change for an item class template to advance to the Change Item Class Template screen. At this screen you can change the Heading text and the number of lines available. See Create Item Class Template Screen for field descriptions. You cannot change the sequence number of a template. To change the order in which the templates appear on the Work with Item Information Screen, you must delete one or more templates and recreate them so that their sequence numbers are in the correct order. However, you should not delete templates once you have entered information for individual items, or the information may not appear next to the correct heading on the Work with Item Information screen. |
Delete an item class template |
Select Delete for an item class template to delete it. |
Display an item class template |
Select Display for an item class template to advance to the Display Item Class Template screen. You cannot change any information on this screen. See Create Item Class Template Screen for field descriptions. |
Create Item Class Template Screen
Purpose: Use this screen to create a template for a specific item class.
How to display this screen: At the Work with Item Class Templates Screen, select Create.
Field |
Description |
Item class |
The item class code and description for which you are creating a template. Item class code: alphanumeric, 3 positions; display-only. Item class description: alphanumeric, 30 positions; display-only. |
Template |
The type of template for item information. Different templates for item information allow you to tailor the information by department type and requirements. Valid template types: CS = Customer Service PC = Product Comments PO = Purchase Orders QC = Quality Control RP = Reporting (E-Commerce) |
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Multiple templates for the same template type: The system assigns each template a sequence number when you create it. This sequence number controls the order in which templates of the same type appear on the Work with Item Information Screen. For example, you create two Customer Service templates for the “toy” item class: the first one you create is for age range recommendations, while the second one is for miscellaneous comments. When you advance to the Work with Item Information screen for Customer Service, the age range recommendation appears first, followed by the miscellaneous comments template. Alphanumeric, 2 positions. Create screen: required. Change screen: display-only. |
Heading |
A description of the item class template. This heading appears on the left of the Work with Item Information Screen, beside the lines available for item information entry. Alphanumeric, 20 positions; required. |
Lines Avail |
The number of lines available in this template for the entry of information. Numeric, 3 positions; required. |
Copy Item Class Templates Pop-Up Window
Purpose: Use this window to copy item class templates that have already been created and create new templates with the same properties for a different item class.
How to display this window: At the Work with Item Class Templates Screen, select Copy Template for an item class.
Field |
Description |
Copy template from |
The code for the item class whose item class templates you wish to copy. Alphanumeric, 3 positions; display-only. |
To item class |
The code for the item class to receive a copy of the item class templates. Alphanumeric, 3 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 Restrict. 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. |
| Working with Item Category Codes (WITG) | Contents | SCVs | Search | Glossary | Reports | Solutions | XML | Index | Working with Item Cycles (WICY) |
WICL OROMS 5.0 2018 OTN