General Tab

The General Tab contains a wide variety of elements pertaining to the characteristics of the inventory item. Click Edit to modify the field contents.

Resell and Taxation Controls

Resellable

Uncheck this box if the item is no longer available in the inventory to sell. If Resellable is unchecked, the item does not appear in item searches or in the Item Listing report by default.

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To view items not marked Resellable using Find Item, uncheck Only Resellable Items.

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Webstore Item

When checked, this allows the current item to be uploaded to the designated eCommerce site configured with TransActPOS.

	Use Mass Item Changes to change this setting for multiple items at once instead of doing single items edits to save time.

For more information on eCommerce solutions and how the Webstore Item control functions, see eCommerce Solutions and WebStore Item Affect on EZ-Commerce Website.

Variable Costing

With Variable Costing checked, the system derives a cost for the current item based upon the retail price entered. For non-stock items, the Variable Cost % field appears within the Pricing section of the screen. Enter the percentage of retail price to represent the cost of goods sold (COGS) for the item.

For more information on variable costing, see Variable Cost.

Taxable

This indicates whether sales tax applies to the item, independent of the tax status of the target customer. The Sales Tax report provides a summary of tax collected for a specific period.

Tax Table

The tax type further defines the tax status of the current item. There may be multiple tax types to select from for both taxable and non-taxed items. Select the correct tax type from the dropdown menu.

Tax Tables and Taxable Item Types are set up in System | Support Files | Sales Tax Menu.

For more information on taxation and setup of tax options, see Taxation.

	The Ag Taxation Option allows a non-taxed status to be automatically applied to designated items for customers that are taxed for the majority of items within the retail store but are not taxed for select agricultural items.

CPM

The Commodity Price Matrix allows you to apply different pricing schemes to the current item. Select either Column or Matrix Quantity Breaks. Column Quantity Breaks allow for price breaks for quantity purchases. Matrix Quantity Breaks allow for more complex price breaks based on quantity, taxonomy, cost, or other factors.

	You can create your own price scheme matrix within IC \| Mass Pricing \| Scheme Matrix.

To use the Commodity Price Matrix, the appropriate matrix must be selected selected in System | Company Setup | Inventory Page 2 | Commodity Item Pricing.

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Decimals and Dimensions

Decimals

If partial amounts of the sellable unit can be sold, enter the number of decimal places to be used.

H W L

You can enter height, width, and length dimensions for stock items with a matrix of None.

With a matrix of Board Ft or Square Ft, the dimension fields change accordingly. Click Calculator to calculate the dimension.

Calculator

Within the Calculator, select the correct material from the dropdown.

The appropriate dimension fields are presented. Enter the dimensions of the current item. The total board feet of the stocking unit is calculated automatically. If necessary, you can reenter the dimensions and click Calculate to recalculate the total. Click Close to accept the dimensions and return to the inventory file.

The calculated board feet is used to convert the per thousand board foot cost to the stocking unit of measure.

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Ship Single Box

This option is restricted to specific TransActPOS installations based on Serial number. Select Yes from the dropdown to indicate that this item ships in a single box or No to indicate that multiple item may ship in a single box. This is helpful for shipping sales orders to provide UPS tracking.

Weight

Enter the weight of the sellable unit. The total weight of a quote, sales order, or invoice appears at the bottom left of the document for those items that include a weight.

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Controls

Special Order

Checking the Special Order option invokes a number of unique capabilities of this item type:

Entry of description
Entry of retail price
Entry of cost

The Item ID for this type of item may be entered as "SOI" for Special Order Item which is only a name. Checking this option turns of the unique feature when quoting, selling, or ordering products that are not typically stocking products. These items typically have an Item Type of Non-Stock.

Not Available

If checked, this indicates that the current item is no longer available from the vendor. Items checked Not Available do not appear in the Reorder process nor on the Purchase Order Detail screen. The Mass Item Changes utility can assist in changing this value on a large scale instead of individual edits.

No Discounts

Checking No Discounts prevents any discounting on the current item.

This only applies to regular discounts, such as percentage or dollar off. If you wish to also prevent payment discounts from being applied to the current item, you must also check Item "No Discount" includes Payment Discount Terms in System | Company Setup | Inventory Page 1. "No Payment Discount" is added to the item description within the resulting invoice.

Stock Alert

This allows the system to notify the user that a reorder requirement has been met for the indicated item. For a stocked item to be posted to the Stock Alert list, it must have Stock Alert checked in its inventory file, and its on-hand quantity must fall below the specified Min quantity.

Go to IC | Stock Alert to turn on the utility and view the Stock Alert list.

For more information on how to use Stock Alert, see IC | Stock Alert.

No Mass Pricing

Check this to protect the retail price of the item from automatic price adjustments within Mass Pricing. This action also allows these types of items to be filtered within the ECatalog Price Comparison Tool.

No 3rd Party

This excludes 3rd Party Pricing tools (such as Margin Master) from making retail price changes to the item. Checking this also allows these types of items to be filtered within the ECatalog Price Comparison Tool.

Warranty Info

When an item marked Warranty Info is purchased, a notice is displayed, and the user is prompted to enter a customer.

This option is typically turned on for Stock Serialized items to provide customer information for warranties.

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If your store uses the TransActPOS Service module, historical sales of serialized items can aid in building a new service ticket. Upon entering a customer when creating a service ticket, the system provides a list of serialized items purchased by that customer. Once an item is selected, its make, model, serial number, and warranty information are automatically filled in.

For more information on service tickets and warranties, see Service Tickets.

Force Load Ticket

This ensures a load ticket is automatically printed when this item is purchased.

Drop Ship Item

This indicates that the current item is always drop shipped to the customer.

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Gets

Checking any of these prompts the user to enter the checked fields any time the item is entered.

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Labeling

Labeling

Item

During the receiving process, depending upon the options selected at the time of processing, an item label can be printed. A number of variables will determine if the label will print. Please review the receiving options for further information.

Bin

During the receiving process, depending upon the options selected at the time of processing, a bin label can be printed. A number of variables will determine if the label will print. Please review the receiving options for further information.

ESL

For systems that have the integrated ESL (Electronic Shelf Labels) and the item has been linked to the ESL within the TransActPOS Wireless application, this option will be checked. Only within the TransActPOS Wireless application can this value be changed. Electronic Shelf Labels Videos

Security

During the IOR receiving process, there is a check box on the receiving screen that is displayed indicating that a security tap needs to be placed on this item.

Facings

Enter the number of facings this SKU occupies on the shelf. When printing labels, the number of labels printed for this SKU will match the number placed in this field.

If you have additional locations selected for the sku, when you print labels with the option to print labels for additional locations turned on in company setup (See here), the number of labels that print will be based on the facings. (i.e. if I have one location and facings set to 2, I will get 2 labels. If I have locations, I will get 4 labels.

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Comment and Manufacturer

Comment

An internal note pertaining to this item.

Mfg (Manufacturer)

The Mfg field represents the product's manufacturer. The available pick list is maintained within Inventory Control | Support Files | Manufacturer. Select the pick list icon and then select the appropriate manufacturer for the current item.

Refer to the Lookup By tab for further information about indicating primary and secondary vendors for the current inventory item.

Mfg Model

The Mfg Model indicates the manufacturer's model number for the current inventory item.

Substitute

Indicate the substitute item number for the current item, if applicable.

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Price and Cost information

Internal Integer

The Internal Integer is part of the system's design which allows the user to change the Item ID of a product and not alter any of the historic data of an item.

MSRP (Manufacturer's Suggested Retail Price)

TransActPOS monitors the values entered into the MSRP and Retail fields. At any time, the MSRP must be greater or equal to the retail price. If the user enters a MSRP lower than the retail price, the system automatically changes the MSRP to the stated retail price. This function guarantees that your retail price is never greater than the MSRP.

Promo

Current promotional price from the Prices tab > Sale Prices. Promotions are managed (Add, Edit, Delete, Activate, & Report) within POS | File Maintenance | Promotions Maintenance

Selecting the Sale Prices button, the user does have the option to delete the item from the current sale. Use Promotions Maintenance to modify.

Retail Price

If no other discounts apply during the sale of the current item, this will be the price that appears on the invoice screen and will be charged to the customer. Selecting the "Edit" button will allow the user to modify the price.

Rounded from:

When a Desired GP% value is entered, the system will calculate a new Retail Price for the item. If the resulting price falls within the found table parameters, the system will automatically enter the Rounded Retail Price into the Retail Price field. The Rounded from: notation tells the user the basis of the rounding effect showing the original price from which the new retail Price started. Check out IC | Support Files| Rounding Table.

Cat. Cost

The Catalog Cost indicates the assigned cost from the source document (catalog).

Last Cost

Item's last order cost. (Calculated and displayed, cannot be edited)

Avg. Cost

The current average cost for the item. (Calculated and displayed, cannot be edited)

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Weighted Average Cost

The unit cost is based on an average of all units of that item. During the receipt of inventory, Inventory Control adds the total cost of all units received to the total current cost of the current items on-hand. This total cost is then divided by the total on-hand quantity.

For Example:

	Quantity	Cost Per Unit	Extended Cost
Beginning Inventory	10	$10.00	$100.00
Inventory Receipt	5	$11.00	$55.00
Ending Inventory	15	$10.33	$155.00

The current item shows 10 units on-hand at $10 per unit. An inventory receipt is posted for five units at $11 per unit. The new on-hand quantity will be 15 and the cost per unit will be $10.33.

Cat. Cost GP%

The Catalog Cost GP% is based on your Catalog Cost. This percentage is based on MSRP versus Cat. Cost. (Calculated and displayed, cannot be edited)

Replace GP%

This GP% has a direct relation to your Retail price. This percentage takes your retail price and matches it against your catalog cost. If there is no catalog cost for an item, it uses the last cost instead. This field can be edited and will change your retail price accordingly. This can be very useful in getting the exact profit you desire.

Retail GP%

The Retail GP% is based on your Average Cost. This percentage is based on Retail versus Avg. Cost. (Calculated and displayed, cannot be edited)

For more information on Gross Profit %

Desired GP%

1) The GP% entered into this field will generate a new Retail Price on the screen when this value is edited. If the Round Tables for this resulting price are present, the system will indicted the Rounded Retail Price. Check out IC | Support Files| Rounding Table.

2) This field is also used during the Ecatalog Price Control process and will over-ride the catalog's price with the GP% based Retail Price with Rounding Table awareness. eCatalog Maintenance

BdFt (Board Foot)

If the Matrix is set as "Board Ft" and the dimensions are set, this button will display at a glance the prices and costs of 1000 board feet.

Click learn how to establish the dimensions.

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Taxonomy Source and Class to Fine Line

For a deeper look into taxonomy, check out the following link:

What is a Taxonomy?

Class

Specify a class for the item from the pick list. This identifier will be utilized during advanced lookup and reporting functions.

Code

Specify a code for the item from the pick list. This identifier will be utilized during advanced lookup and reporting functions.

Fine

Specify a fine for the item from the pick list. This identifier will be utilized during advanced lookup and reporting functions.

Sub-Fine

Specify a sub-fine for the item from the pick list. This identifier will be utilized during advanced lookup and reporting functions.

Seasonal

Indicate, from the available pick list, the appropriate season for the current item. Review IC | Support Files | Seasons for list maintenance.

FineLine

The classification code provided by the vendor for this item.

FineLine ... (Ellipse)

The FineLine value is sourced from a store's assigned vendor's taxonomy containing the structure of class, code, fine, Sub-Fine resulting in a unique FineLine value.

Click to locate similar FineLine items

If the item has an assigned FineLine, then clicking the Ellipse (...) will display the items within the inventory with the same FineLine value.

An example of the above FineLine = 445N is shown in the diagram below. From the screen below, the user may highlight and select the inventory page for the selected item.

	If the item does not have assigned FineLine, this option is not available.

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Core Units of Measure

Stock Unit

Enter the unit of measure of the sellable unit.

No Price

Check this box in order to ONLY print the quantity break price on the label. This box will only be available if "Turn 'ON' No Price Item Feature" is checked within Company Setup | Inventory Page 1. This is useful when you are stocking a roll of cable and DO NOT sell the entire roll, only by the foot. This will avoid confusion among customers who see the roll price and ask to buy the roll but are unable to, as you only sell by the foot. For more information, see the video on Build 271 / 3.031 here.

Purchase Unit

Enter the unit of measure of the purchasing unit.

Only

Item can only be purchased in the selected Purchase Units.

Order Qty

The order quantity indicates the default quantity to place on an order when reordering an item.

Min

The Min field indicates the minimum quantity on-hand of the current inventory item. Checking the Protect box will remove the Min from being recalculated in the Recalculation of Minimums program.

Note: Order point is based on Inventory Item Minimum minus one.

Protect

This option excludes the item from recalculation of minimums.

Max

The Max field indicates the maximum quantity on-hand of the current inventory item.

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Matrix Codes

Product Code

A form of pricing based upon assigned product code and customer groups. Check out Product Codes for more information.

Quantity Code

A new form of pricing based on a quantity matrix. Check out Quantity Codes for more information.

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Paint Fee and others

Fee Item

Here, you can attach or "stick" a fee to any item. Click Fee Item to learn how.

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Commissions and Dates

No Commission

Check the No Commission box if this is not a commission item.

Comm. Cost

Enter the cost for commission for this item if it is different than the original cost for this item.

Spiff

Indicate the available spiff (incentive dollars) for salesperson of the current item. The spiff will be included in the commission’s calculation and report.

Last Physical

The date the amount of the physical inventory was changed via the Change Qty option.

Entered

The date the information for this item was first entered.

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The contents of General Tab

What is a Taxonomy?

No Mass Change

Item Navigation Filter

Gross Profit %

Absolute Mins (Absolute Minimums)

Dimensional Calculator

AG Taxation Feature