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virtual_warehouse_part_maintenance

Virtual Warehouse Part Maintenance (Price Updates)

The Virtual Warehouse Part Maintenance feature is designed to help alleviate the complexities that you may run into in a dataload. The process works on the premise that your inventory is attached to a supplier and you want to update your inventory with the electronic price file your supplier has given you. This means that if the supplier is not attached to the inventory you have in System Five this process will not work for you. It is important that you test this in training if you are going to be updating based on the supplier not being the primary supplier of that item. Whether the supplier is a primary, or alternate supplier affects how the update will run and which settings are necessary.

Please take some time to review the Online help for this topic by going to the index Virtual Warehouse Part Maintenance. This topic has a brief explanation of the individual windows, buttons and fields you might encounter in Virtual Warehouse Part Maintenance.

What is Your Scenario?

There are different ways each company manages their parts and prices. On one side some companies do things their own way. They have their own part numbering, their own prices, and their own rules for how things work. On the other side some companies use the suppliers part numbers, the suggested markups or prices, and standard ways of doing things. Then there are all of the scenarios in between. I am going to try and identify some scenarios and basic ways of doing things. One of them might help you, or be a starting point to work from.

Standard Markups Using Supplier Part Numbers

This is a great way to proceed for many customers.

  • All of the parts may have the same markup, or each category of parts may have its own markup
  • Supplier Part Numbers are used for all 3 lookup fields. These are the Part Number, Item Number, and Supplier Part Number fields on the inventory items.
  • MSRP may or may not be provided on the price list provided from the supplier, or it could be included
  • Any import file may come in various formats. Some are considered “clean” while others need to be “cleaned” before they can be used.

Example File Format(CSV)

PartNo, CostPrice, ListPrice
12345, 45.00, 69.99
abc, 10.00, 20
xyz, 100, 120

Recomended Procedure:

  • Load price update to Virtual Warehouse
  • Update parts from Virtual Warehouse to inventory

Load Price Update to Virtual Warehouse(make lower level heading)

I will record a video, or videos for this section(s).

  • To have parts in it that do exist in live inventory and those that do not exist in live inventory
  • Discuss cleaning the file (Brief)
  • Do a sample data load choosing appropriate settings Regular
  • Do a sample data load choosing appropriate settings Foreign Currency
  • Do a sample data load choosing appropriate settings Multi Currency
  • Perform update to live using standard settings
  • Make sure to have one part with each price code setting. Ex: H, L, F, and so on.
  • What if you have more price schedules or other data to load? Discuss available fields and other methods of updating live data.
  • Always take the user back to the idea of finding the best scenario for them.
  • Can this be made easier? Common pain points and strategies to help.
  • Take industry specific examples from some common suppliers. (Lead in to white paper data loads by industry.)
virtual_warehouse_part_maintenance.txt · Last modified: 2014/09/01 18:58 by sjackson