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Scott Zhuo

Scott Zhuo

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Item mandatory fields

  • Brand (a picklist, how many brands can you have?)

  • Packaging Type

  • List Points (Standard Base Price)

  • Can only default, but not mandatory…It will create issues

Optional Custom Fields

  • Certification

  • Kosher Halal Certifications

  • Kosher Certifications

  • Kosher Factors

  • Is Passover Certified

  • Variation Parent

    • Use the Variation Parent tab to maintain

      • Name Item Category

      • Parent Category (a formula field)

    • Assign items to a Variation Parent

    • R1 has code to update B2B Variations table , and Product Class field

In Dev, GF Item Insert/Update Flow trigger code updates these fields to Product2

  • Check the 3 mandatory fields:

    • Brand (a picklist, how many brands can you have?)

    • Packaging Type

    • List Points (Standard Base Price)

  • BrandBrand2__c

  • CertificationCertification2__c

  • Packaging2_c

  • Is_Passover_Certified__c

  • List_Points__c

  • Packaging_TypeType2__c

  • Update Product Category Assignments

...

  • Warehouse

  • Do Not Show on B2B (Updated by Pantry Managers manually)

    • If checked, Entitlement Products will not be created in B2B, even if OMS Available > 0)

    • R1 to schedule an hourly routine to update Entitlement Products table from GF SKU

    • Each Agency has

      • A Buyer’s Group setup for its clients.

      • Entitle Products controls what products should be displayed on the B2B portal.

    • R1 to schedule another hourly routine to refresh (re-index) the B2B portal based on the Entitlement Products to either remove or add products to the website.

    • On the B2B portal

      • Read GF SKU object for Available Qty. If OMS Available <= 0, display “Out of Stock” message

      • When checking out a shopping cart, check OMS Available to ensure it is OMS Qty. >= Order Qty.

  • Product (formula)

  • Sales Points (Updated by Pantry Managers manually)

  • Threshold (Updated by Pantry Managers manually)

  • List Points (formula)

    • From Item table.

  • On Hand.. (formula)

    • GF updates this field automatically when inventory is updated.

  • Waiting.. (formula)

    • GF updates this field automatically based on Not Allocated field on Order Product.

  • Incoming.. (formula)

    • GF updates this field automatically from Purchase Orders or Transfer Orders.

  • Allocated (formula)

    • GF updates this field automatically when a SF Order is created/updated/deleted.

  • OMS Available (formula, On Hand - Allocated - Threshold)

  • When insert/update, Search Keywarord is updated with Item No. + '' + Item Description, so uses can search Item No. or Description on the SKU list.

Create SKU from Items

New SKUs will be automatically created when inventory is posted against a Warehouse.

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