Items and SKUs
- Scott Zhuo
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
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
New Updates
Main On Hand: On Hand Quantity from the Main warehouse, in Purchase UOM
Main Transfer Out: Outstanding Qty. from the Main warehouse on the Transfer Orders, in Purchase UOM
Main Available: Main On Hand - Main Transfer Out
Main Incoming: Outstanding Qty. from the Main warehouse, on the Purchase Orders, in Purchase UOM
Main Available (PUoM) view is added.
Still Testing:
When creating a new time, check Non Sellable
If Main Available > 0, uncheck Non Sellable, or check Non Sellable.
This field is used to filter out items that have Not Sellable = true, on Transfer Order.
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
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.