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Item mandatory fields

  • Brand - default to Generic if blank by the trigger code

  • Packaging Type - default N/A if blank by the trigger code

  • List Points (Standard Base Price)

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 trigger code updates these fields to Product2

  • Brand2__c

  • Certification2__c

  • Is_Passover_Certified__c

  • List Points (Standard Base Price)

  • Packaging_Type2__c

  • Packaging2_c

  • Kosher Halal Certifications

  • Kosher Certifications

  • Kosher Factors

  • Update Product Category Assignments

GF Item Category to B2B ProductCategoryProduct

B2B ProductCategoryProduct is updated, when Item Category is populated, not from changes of other fields.

Stockkeeping Units

  • 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.

  • More mappings here

https://rafterone.sharepoint.com/:x:/r/sites/MetCouncil/_layouts/15/Doc.aspx?sourcedoc=%7B2F59DEEF-9AD9-4F6E-8A59-344D32DBC3D3%7D&file=MetCouncil%20Integration%20Mappings.xlsx&action=default&mobileredirect=true&cid=147f951b-f5a6-492c-9c84-3a2db427e9e7

Open To Dos:

Delete old items from UAT

Write codes to update the Item Category, Parent Category, and the association of Items to Item Category to B2B, assuming one product belongs to one Item Category.

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