New Item Rules
| Document Version | v.2 |
|---|---|
| Document Last Updated | 9/19/2023 |
| Software Version Documented | v.9.9.2 |
Overview
This document will cover how to create, view, edit, and understand how New Item Rules work when importing or adding new inventory items in Savance Enterprise. The goal of creating new item rules is every time you import new items these rules will be used to price items accordingly. Creating new item rules is a major step when adding a new manufacturer’s product line.
Create a New Item Rule
- Inventory => Inventory Manager
- Click on the ‘New Items Rules Manager’ button
- At the bottom left-hand corner of the screen click on the ‘Add Rule’ button
- This should add a new row to the grid with the cursor in the ‘Manufacturer’ column. This is where you will select the JPA manufacturer that we created earlier. Click the arrow as shown below.
- Search for the manufacturer we created and select it
- After selecting the manufacturer we will now select the ‘Inventory Group’. The system comes with a set of predefined parameterized inventory groups. You can also create your own groups. For this example, I will be using the predefined group called ‘MFG Code ()’. Click the arrow next to the group and scroll to ‘MFG Code ()’ and select it.
- Once you click on the arrow the below screen will appear. You will type in the MFG Shortcode that we assigned earlier and click the ‘Accept’ button. This will return the selected data to the grid.
- Now we will need to select the ‘Template Part Number’ to use. We will select the template we created earlier. Click on the … button to launch the search.
- Type in some or all of the item template names and hit enter. This will search for the template. Once found select it from the list and click the ‘Ok’ button as shown below.
- Lastly, you can assign a priority and a description (not required). The priority will be used if there is more than one New Item Rule that could be used for an item. At that point, it would select the item with the highest priority where 1 is higher than 5 for instance.
- Once complete, click the ‘Save’ button at the lower right-hand corner of the screen.
Viewing Items in a New Item Rule
In the event, you want to view what items are included in a New Item Rule to go to Inventory > Inventory Manager > New Item Rules.
On the New Item Rules page, you can view all the current item rules that have been configured.
Find the rule you want to view the inventory items
Next under the Inventory Group column select the right-arrow.
The ‘Show Inventory Group Items’ page will appear showing you a display of all items that qualify for this new item rule.
