Back Office - Products
Subjects ▲ ▼
About ▲ ▼
Terms & Concepts ▲ ▼
- Supplier's Product - Refers to a Product supplied by a Supplier and is identifiable in Swiftpos as a unique combination of the Swiftpos Supplier and the Supplier's Product Code (in Swiftpos known as the Supplier Code). These combinations are added to Swiftpos using the Product Supplier Records screen.
What Is It? ▲ ▼
This menu option is used to manage the Supplier Products that can potentially be ordered to supplement the stock of a Swiftpos Product.
What Is Required? ▲ ▼
- Suppliers must already exist in Swiftpos to be able to add to a Product.
What To Consider? ▲ ▼
- Access to assign Suppliers to Reciped items can now be restricted via Clerk Security Groups by unselecting the Add Recipe Items to Supplier option in Clerk Group Permissions > Products > Product Records > Add Supplier Data.
When Is It Used? ▲ ▼
It is generally used to support the ordering/purchasing of stock in Swiftpos.
How To? ▲ ▼
- Add A Supplier's Product?
- Configure Contract Pricing?
- Flag A Product As Discontinued For All Suppliers?
- Flag A Supplier's Product As Discontinued
- Remove A Supplier's Product?
- Set A Supplier As Preferred?
How To Add A Supplier's Product? ▲ ▼
- Select the Add option.
- Select the Supplier option.
- Select the Supplier from the Select Supplier screen and click OK.
- Select the Save option.
- A new row should be added to the grid with the selected Supplier displayed. Select the row and enter the details of the Supplier's Product, in the Grid Footer section of the Product Supplier Records screen. For example, the Supplier Code (which is the Supplier's Product Code). Complete the remaining details where possible.
- Select the Save and Close option.
How To Configure Contract Pricing? ▲ ▼
To be continued ...
How To Flag A Product As Discontinued For All Suppliers? ▲ ▼
A Product here refers to Swiftpos Product and may be identified by as any number of Supplier Products Supplier that are listed in the grid in the Product Supplier Records screen. Flagging a Swiftpos Product as discontinued will mean that is flagged as discontinued for all the combinations listed, and hence the Product can no longer be ordered/purchased.
- Select the Product is Discontinued (All Suppliers) option in the grid footer section in the Product Supplier Records screen.
- Save the change.
How To Flag A Supplier's Product As Discontinued? ▲ ▼
- Locate the row the Supplier's Product is in.
- Select the checkbox in the Discontinued column opposite the located Supplier's Product to ensure it is flagged as discontinued.
- Save the change.
How To Remove A Supplier's Product? ▲ ▼
- Locate the row the Supplier's Product is in and select it.
- Select the Delete option to delete the row.
How To Set A Supplier's Product As Preferred? ▲ ▼
- Locate the row the Supplier's Product is in and select it.
- Select the Set as Preferred option to in the footer of the Footer section of the Product Supplier Records screen.
- A prompt will display requesting confirmation of the change. Select Yes to proceed, otherwise select No.
- If Yes was selected, a confirmation prompt will display, confirming the change. Select OK,
- A P should now be displayed in the first column of the selected row.
- Save the change.
Screens ▲ ▼
Contract Pricing Screen ▲ ▼
To access, select the Contract Pricing option in the footer of the Product Supplier Records screen. Used to add/edit/view the current Pricing Contracts currently in place for the selected Supplier's Product.
Notes ...
For Advanced Host Integration registered sites this screen displays the pricing information relating to Metcash Specials/Promotions.
- From/To Date - Displays/Enter the date range of the period for which the Contract Price is valid.
Notes ...
Dates displayed in green are valid, whereas dates displayed in red are not.
The Contract Price that is currently valid would be the one where both the From and To dates are displayed in green.
Also, the From/To Date ranges cannot overlap for the same Locations.
- Case Price - Displays the Contract Price as calculated based on the Unit Price and the Case Qty.
- Unit Price - Displays/Enter the Contract Price as agreed with the Supplier.
- Min Cases - Displays/Enter the minimum quantity of Cases that have to be ordered.
- Min Units - Displays/Enter the minimum number of Units that have to be ordered.
- Rebate - Displays/Enter the Rebate amount.
- Locations - Select to open the Locations screen to select the Locations for which the Contract Price applies.
- Add - Select to add a row to the grid.
- Delete - Select to delete the selected row.
- Save - Select to save changes.
- Save and Close - Select to save any changes and exit.
- Close - Select to exit.
Product Supplier Records Screen ▲ ▼
To access, select the Suppliers option on the left-hand side of the Product Full Edit screen. Used to manage the Supplier Products that can be ordered/purchased to supplement the stock of a selected Swiftpos Product.
Lists the Suppliers and their Supplier Product Codes (Supplier Codes) currently known for the selected Product.
Notes ...
Multiple entries can exist for the same Supplier, as a Swiftpos Product may be known to a Supplier with more than one Supplier Product Code (Supplier Code).
Suppliers and Supplier Codes are listed along with the following:
- First column - Displays a P to indicate the Supplier's Product is Preferred.
- Supplier - Displays the name of the Supplier.
- Supplier Code - Displays the Supplier's Product Code for the selected Swiftpos Product.
Notes ...
Supplier Codes will generally differ from Supplier to Supplier; however, they can be the same for different Suppliers. Also, by adding rows to the grid, multiple Supplier Codes for the same Product can be added against the same Supplier.
- Last Cost - Displays the last price Products were purchased for.
- Last Purchase - Displays the last date Products were purchased.
- Preferred Locations - Displays the Preferred Locations. Select to open the Locations screen and select Locations as required.
Notes ...
If a Location is set against a Supplier in the grid, it CANNOT be set as Preferred against any of the other Suppliers listed. Likewise, if ALL available Locations are set as Preferred against a Supplier in the grid, then all other Suppliers listed will NOT be able to have Preferred Locations set.
- Min Cases - Displays the minimum number of cases required to be ordered when placing an order with the selected Supplier.
- Min Units - Displays the minimum number of units required to be ordered when placing an order with the selected Supplier.
- Discontinued - Select to ensure the Supplier's Product Code is flagged as discontinued.
- Supplier - Select to open the Select Supplier screen to select a Supplier.
- Manufacturer - Select to open the Search Supplier Manufacturers screen to select a Manufacturer.
- Supplier Code - Enter the Supplier's Product Code. This is the code that uniquely identifies the Product and is usually the Supplier assigned code used for ordering. Note : Suppliers of the same Product will more than likely have a different codes.
- Min Cases - Displays/Set the minimum number of cases required to be ordered when placing an order with the selected Supplier.
- Min Units - Displays/Set the minimum number of units required to be ordered when placing an order with the selected Supplier.
- Product is Discontinued (All Suppliers) - Select to indicate that the Product has been discontinued for all listed Supplier Products
Notes ...
Selecting this will flag the Swiftpos Product as discontinued against all Suppliers listed in the grid. Discontinued Products can be viewed via the Product Records screen and selecting the Include Discontinued option.
- Last Unit Cost ($) - Displays the last price the selected Supplier's Product was purchased for.
- Case Rebate ($) - Displays/Set the current rebate applicable to the Supplier's Product. This value can be changed.
- Contract Case Cost ($) - Displays/Set the fixed purchase price per case as agreed upon by the establishment and the Supplier. This cost is used as the default cost when raising a Supplier invoice.
- Contract Unit Cost ($) - Displays/Set the fixed purchase price per unit as agreed upon with the Supplier. When specified. this Cost is used as the default cost when raising Supplier Purchase Orders, and/or Invoices.
- Purchase Tax Rate (%) - Displays/Set the tax rate to be used when including this Supplier's Product in a Supplier Invoice.
- Product Case Qty - Displays the Case Qty set against the Supplier's Product, that is the number of single units per case. For example, 24 - for a carton of 24 cans.
- Add - Select to add a row.
- Delete - Select to delete the selected row.
- Save - Select to save changes.
- Save and Close - Select to save any changes and exit.
- Set as Preferred - Select to set the selected Supplier's Product as preferred. Can only be set against one Supplier's Product.
- Contract Pricing - Select to open the Contract Pricing screen, to maintain contractual pricing arrangements for the selected Supplier's Product.
- Close - Select to exit.
End of article ▲