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sell_through_allowance_load [2015/06/12 09:36] (current)
srawkins created
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 +====== Sell Through Allowance Data Load ======
 +
 +
 +This Feature allows you to load Sell Through allowance details into your existing Inventory Items using a specially designed Data Load.
 +
 +{{:​employee:​stamenufind.jpg?​2000 |}}
 +
 +Once in the Data load you select the file from your desk top.
 +
 +===== File Prep in Excel =====
 +
 +If you are unfamiliar with Data loads and/or Part loads follow this link to the information on this and review it before proceeding.
 +
 +http://​mywindward.wws5.com/​selfhelp/?​s=part+load&​video=on
 +
 +There are several fields you can load into the Sell Through Allowance through this load,  listed here:
 +
 +  * Status: active or inactive (can be set as a Default (see Below)
 +  * STA Number : Either a number you select or a number from your supplier
 +  * Start Date : The effective Start Date of the Sell Through Allowance Format in text :yyyy-mm-dd
 +  * End Date : As Above but the ending Date
 +  * Department Name: In the event only one department is affected give the name here.  You can also choose this from the Defaults tab( see below)
 +  * Department ID
 +  * Brand : In practice it is better to use the Brand ID
 +  * Brand ID : This is the Unique number of the Brand or Supplier
 +  * Bill To : This is the Unique number of the Brand or Supplier which has been set up as a customer if you are using the income approach. In practice the Unique ID below works better.
 +  * Bill to ID : As above but using the unique supplier ID from Windward.
 +  * Part No:  The Supplier part number
 +  * Part ID :  The Unique number from Windward system 5
 +  * Add-on Part ID : You can add a part to tag along on invoices, for example a coupon for an additional discount or an additional product. ​ Use the Unique ID here.
 +  * Add on Part:  You can set a default part by using the part search in the defaults tab.
 +  * Description : You can load a description for the Sell Through Allowance here
 +  * Retail Discount Type : You can select this from the Defaults Tab (see below) to determine the type of discount to the retail price you will use.  This will work best if it is the same for all STA's your are loading in one load.
 +  * Retail Discount Type ID: unknown function
 +  * Retail Price : the $ amount of the Sell Through allowance which reduces price.
 +  * Retail Currency : This will use default currency
 +  * Retail currency ID : function not tested
 +  * Cost Discount Type : You can set this in the Defaults (see Below) ​ to the the type of cost reduction you will use.
 +  * Cost Discount Type ID : function not tested
 +  * Cost Price : the Dollar amount of your cost reduction.
 +  * Cost Currency : will revert to default currency
 +  * Cost Currency ID : function not tested.
 +  * None
 +
 +In practice you will likely not require the use of all of these fields to successfully add a Sell Through Allowance. ​ Simply Choose the fields that apply to your specific sell through allowance as indicated by your supplier. ​ A sample screen shot of a STA data load follows:
 +
 +{{ :​employee:​stadataloadmap2.png |}}
 +
 +It is essential that the Excel file you edit to create the CSV file be formatted as text before saving.  ​
 +
 +You will also notice that for effective use not all of the columns the supplier gives you are loaded. ​ Map the appropriate columns to set up your Data Load as desired.  ​
 +
 +**Try this in your training data first as it may take some trial and error to make this work the way you desire.**__Underlined Text__  ​
 +
 +Some of the features marked above are better set as defaults after clicking the next button.
 +
 +Once everything is mapped click the Next button.
 +
 +===== Defaults Tab =====
 +
 +{{ :​employee:​stadefaultstab.png |}}
 +
 +This area allows you to select default load settings.
 +  * Default the STA status to : active or inactive, usually you are loading active
 +  * Default Brand : this function works better if you use mapping and the Unique ID of the Brand or Supplier as mentioned above.
 +  * Default Bill to: as above best to use the unique ID and map this feature.
 +  * Default Add on Part:  to add a coupon or part which you wish to have added to the invoice when the STA is used double click on this field and use the part find to attach the part you desire.
 +  * Default Retail Discount Type : Drop down menu this works better than mapping this information you can choose the discount to be a Dollar amount (the amount to be loaded and mapped in Retail Price), a % Discount ​ which would also have to be mapped and loaded under Retail Price, or a new Price for the Item.  Which will reset the sale price of the item rather than discount it, mapped as above. ​ this approach used if you are using the approach of treating your STA's as income.
 +  * Default Cost Type: as above but used to adjust the cost of the item.  This field is used if you are using the approach that you are reducing the cost of goods sold.
 +
 +Default Department : set to all departments unless you change it.  At the time of this writing I have not tested setting the STA to specific departments.
 +
 +Once you have selected the defaults and mapped the appropriate columns complete a trial load into your Training Data.
 +
 +<note important>​important</​note> ​ This Load DOES NOT CREATE new parts. ​ The parts must exist in your live inventory in order get the STA load to work.  It also will not detect parts in your virtual warehouse.
 +
 +At this stage click the NEXT button.
 +
 +As per regular data loads double check the Column settings here and perform the load.
 +
 +{{ :​employee:​staloadcolumncheck.png |}}
 +
 +
 +===== Check your Results =====
 +
 +Now spot check your results by editing an Inventory item that was in the load and entering into the Sell Through Allowance tab.
 +
 +an example of the results follows:
 +
 +{{ :​employee:​stafinshedproduct.png|}}
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sell_through_allowance_load.txt ยท Last modified: 2015/06/12 09:36 by srawkins