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Vin eRetail : Master Data Setup

MASTER DATA SETUP

  1. MASTER DATA SETUP OVERVIEW

Use the Master data setup to configure your Masters related to trading partners, SKU management, creating pricing events, promotion management and configuring the tax setup based on which the future transactions will run.

UTILITY:

  • Master Data setup is the initial configuration process where all the primary setup steps are performed on the basis of which the transactions will take place.
  • Although it is an initial setup, the user can update this time to time as per updates & business requirements.

    Configuration Section Listing and Description

2.1 TRADING PARTNERS

Overview
Trading partners enables user to setup the vendors, transporters and other parties which we would be requiring further for multiple transactions in system.
Trading Partners Sections & Utility

  • Enables you to create and edit/update new vendors, transporters, Customers and Clients.
  • Also lets you to search and enquire for the already existing vendors, transporters, Customers


2.1.1 VENDOR ENQUIRY

Utility

  • Use enquiry screen to search for any vendor created in the system in past.
  • Vendor information is mandatory while creating Purchase Order from single location or back order
  • Vendor can be selected directly to create an RTV (Return to Vendor) in system without any dependency on PO
  • User can export vendor details in CSV format for the searched or filtered records using download option.

Fields on the basis of which the Vendors can be searched:

1. Vendor Code: Vendor Code is the unique code provided by the system to each vendor and helps differentiating 2 or more records. Once Vendor is saved, vendor code becomes un-editable.
2. Vendor Name: User given name to the Vendor with which he is registering in the system.
Vendor Names can be identical and hence we require the vendor codes to differentiate.
3. Credit Days: This is the number of days or time limit each vendor provides to the company to pay off the his/her dues. This may differ from vendor to vendor depending upon the individual contract.
4. Country – State – City: These three fields explain the location from where the vendor belongs to.
5. Status: All vendors currently active in system are in ‘Confirmed’ Status. When a new vendor record is saved in system, the status is updated as ‘pending confirmation’. A vendor in ‘Deactivated’ status can no longer be used for any transactions.

ACTION BUTTONS:

1. Search: Clicking on the search button without entering any filter criterion will populate the list of all the vendors based on default filter setting. User can further narrow down the search by using filter options to get any specific information.
2. Reset: Reset button will refresh the filter fields to default settings, i.e. to an initial state to start fresh search.
3. Download: To download the filtered or searched result in CSV format which is displayed in the data grid.
4. Add New: To add a new vendor to the database.

RELATED LINKS

  • Purchase Order
  • RTV (Return To Vendor)

2.1.2 ADD/ UPDATE NEW VENDOR
To create a new vendor or to edit/update an existing vendor

Utility

  • If Vendor is a drop ship vendor then that vendor will be the seller in Marketplace.
  • For outright purchase scenario, vendor should be created as outright purchase type.
  • Vendor can directly be selected to make an inbound against any item received in the warehouse
  • Select a vendor to update all information related to GRN and Invoice on the Manage Vendor Invoice screen.

RELATED LINKS

  • Seller Panel
  • Invoice Creation & enquiry
  • Direct Inbound
  • GRN

Navigation:
Masters —-> Trading Partners —- > Vendor enquiry —> Add New.

On the Vendor Create/Edit screen, below tabs are present to capture all vendor related information.
1. Vendor Master
2. Address
3. User Defined Fields
4. Attached Documents
5. Terms and conditions
6. Seller Details

1. Vendor master: Here all fields with asterisk mark on them are mandatory.

Vendor Code*: Vendor Code is the unique code provided by the system to each vendor and helps differentiating 2 or more records. Once Vendor is saved, vendor code becomes un-editable.
Vendor Name*: User given name to the Vendor with which he is registering in the system.
Vendor Names can be identical and hence we require the vendor codes to differentiate.
CST Regi. No.:  to capture Vendor’s Central Sales Tax registration number. This is not a mandatory field
VAT Regi. No.: to capture Vendor’s Value added Tax registration number. This is not a mandatory field
Credit Days:  This is the number of days or time limit each vendor provides to the company to pay off the his/her dues
Tax Zone*: State/city/county under which a particular vendor is registered becomes the tax zone for that vendor.
Status: When a new vendor ‘is created’ the status of that vendor is created. All those vendors currently active in system are in ‘Confirmed’ Status. When a new vendor record is saved in system, the status is updated as ‘pending confirmation’. A vendor in ‘Deactivated’ status can no longer be used for any transactions.
Return: Select this checkbox if the vendor supports the return of products, else leave it blank.
GL Code:  GL code means the general ledger code to be entered for a vendor. It is a set of numbered accounts a business uses to keep track of its financial transactions and to prepare financial reports.
Currency Code *: This field will display the list of currency supported in the area and Vendor will have to choose his preferred currency to trade in.
GST No.:  GST no means the Goods & Service Tax Number GSTIN of the Vendor. This is assigned to every GST registered dealer for the commerce/trade happening.
Min Order Value: Minimum Order value is the amount below which the seller would not accept the order.
Vendor Type*: There are two types of vendor option a) Marketplace type and b) Outright Purchase type of vendor.

  • If Vendor is a drop ship vendor then that vendor will be the seller in Marketplace.
  • For outright purchase scenario, vendor should be created as outright purchase type.

SOR Days :  SOR is sale or return type of transaction where user defines the number of days for which he can keep SKU’s of vendor for a certain period, whatever user will be able to sell the user will pay to vendor for that, and for remaining it will be returned to the vendor.
IsCostbasedon Margin : If this is true then user can define the Margin in SKUvendorLink and MRP. Based on MRP and Margin then the system calculates the cost.
BankDetails : The Below mentioned bank account details  of vendors are required for the further transactions :

  • Bank Name
  • Account No
  • Branch Name
  • Branch Address
  • IFSC Code
  • Swift Code
  • MICR Code
  1. Address
    Shipping Address Details & Billing Address Details: Vendor’s full shipping and billing address required here in these tabs for the case of returns and other related activities.
    The fields marked with asterisk are the mandatory ones.
  • Address 1*
  • Address 2*
  • Address 3
  • Contact Person*
  • Phone*
  • Email*
  • Country*
  • State*
  • City
  • Pin Code*

3.User Defined Fields: These are the custom fields which can be used to capture any additional information as per requirement.
4. Attached Documents: Attached document section lets user to attach any important document/contract for the vendor.
5.Terms and conditions: User defines the terms and conditions for the transactions and process here for all the vendors to abide by.


2.1.3  TRANSPORTER ENQUIRY

  • This section will enable user to enquire an already existing Transporter/Shipping Partner using filter to get data as per requirement/s.
  • User can take a download/export all the Transporter related data present on Enquiry screen at any point of time.

Navigation
Masters –>Trading partners –> Transporter Enquiry

Utility

  • Use enquiry screen to search for any transporter created in the system in past.
  • Transporter information is relevant in case of order shipping and order returns.

Fields based on which the Transporter can be searched:

  • Transporter Code
  • Transporter Name
  • Transporter Company
  • Type
  • Country-State-City
  • Status

ACTION BUTTON:

1. Search : Clicking on the search button without entering any filter criterion will populate the list of all the Transporters  based on default filter setting. User can further narrow down the search by using filter options to get any specific information.
2. Reset: Reset button will refresh the filter fields to default settings, i.e. to an initial state to start fresh search.
3. Download: To download the filtered or searched result in CSV format which is displayed in the data grid.
4. Add New: To add a new Transporter to the database.

2.1.4  TRANSPORTER CREATE/ EDIT
To create a new Transporter or to edit/update an existing Transporter.

Utility
User can add two types of Transporter which are already API integrated in system.
Manual ones: In Manual scenario AWB Banks are uploaded to assign.

Related Links
Order Management
Return Management

Navigation:
Masters —-> Trading Partners —- > Transporter enquiry —> Add New.

On the Transporter Create/Edit screen, below tabs are present to capture all vendor related information.
1. Transporter Detail
2.UDF
3.Configure API Detail

1. TRANSPORTER DETAIL

Transporter Type*: Choose the transporter type from the drop-down list. This Transporter type will be fed in the system from the database. In case of the desired transporter is not mentioned in the dropdown list, choose others.
Transporter Code*: Transporter Code is the unique code provided by the User to each transporter and it helps differentiating 2 or more records. Once saved, vendor code becomes un-editable.
Transporter Name*: User will enter name of the Transporter.
Company Name: Company name can be name of the company for how it is known locally. It is not a mandatory field.
Max Load/day/WH: User to define the maximum limit of load that a transporter would be able to carry per day per warehouse.
Validate Service Loc: Check this option to validate the delivery pin code/location for the selected transporter in the system.
Reverse Validate Service Loc: Reverse Validate is checked to validate the pin code /location at the time of returns by the customer.
Delivery Mode: User to select the delivery mode to be used by the transporter. For example: Air or Surface.
Upload AWB series: User will check this if the transporter’s AWB entry will be manual and the AWB bank henceforth also will be imported manually.
Allow Update Tracking after ship: Check this checkbox to allow the tracking status to get update after shipping.

2.USER DEFINED FIELD (UDF)
These are the custom fields which can be created by the User for Transporters in case of any extra information required.

3.CONFIGURE API DETAIL
Here in this section user will input the Tracking API details, Manifest API details and other API details of the selected transporter. Any client dealing with a transporter gets his account specific details from that transporter. The same details are required for API integration.


2.1.5 CUSTOMER ENQUIRY

  • This section will enable user to enquire and search an already existing customers and customer details. User can refine the search further by using filters as per requirement/s.
  • User can take a download/export all the data present on Enquiry screen at any point of time

Navigation
Masters –> Trading partners –> Customer Enquiry

Utility

  • Customer information is required to create an order and while order processing.
  • Customers can be of different types for example: B2B, B2C etc.

Below are the fields on the basis of which you can search the customers:

Customer Code: Customer Code is the unique code provided by the system to each customer and helps differentiating 2 or more records. Once customer is saved, customer code becomes un-editable.
Customer Name:  User given name to the Vendor with which he is registering in the system.
Vendor Names can be identical and hence we require the vendor codes to differentiate.
External Customer Code: External Customer code is the code given in case where the customers are getting synced from a different platform.
Type:  Customer Type here in drop down will be the type of customer categories created in the database by the user. For example: B2B type, B2C, any other type etc.
Status: User can filter based on Active and Inactive Customer status. Only the active customers with activated transactions will be displayed on selecting active as an option and vice versa.
Primary Contact & Primary Email: User will have to enter the primary contact & email id of the customer as contact detail.
Created Date: Filter the customers based on the date of creation.

ACTION BUTTONS

1.Search: Clicking on the search button without entering any filter criterion will populate the list of all the Customers based on default filter setting. User can further narrow down the search by using filter options to get any specific information.
2. Reset:Reset button will refresh the filter fields to default settings, i.e. to an initial state to start fresh search.
3. Download: To download the filtered or searched result in CSV format which is displayed in the data grid.
4. Add New: To add a new Customer to the database.

2.1.6  CUSTOMER CREATE/ EDIT

To create a new Customer or to edit/update an existing one.
It is divided into three tabs:
->Customer Details
-> Address
-> Other Shipping Address
->UDF

Navigation:
Masters —-> Trading Partners —- > Customer enquiry —-> Add New

1. Customer Details

Customer Code: Customer Code is the unique code provided by the user to each customer and helps differentiating two or more records. Once customer is saved, customer code becomes un-editable.
Customer Name*: Name of the customer could be similar with one another, that is why we have codes to differ the customers with same name.
Is Active: Check this to mark a customer as active one and vice versa.
Parent Customer: Parent customer is the primary customer who can further have the customers within itself.
Ext Customer Code: External Customer code is the code given in case where the customers are getting synced from a different platform/ or given by user.
Payment Terms: Payment terms could be the option of number of days to choose from for the payment settlement.
GL Code: GL code means the general ledger code to be entered. It is a set of numbered accounts a business uses to keep track of its financial transactions and to prepare financial reports
Tax Zone: State/city/county under which a particular vendor is registered becomes the tax zone for that Customer.
Type*: Customer Type here in drop down will be the type of customer categories created in the database by the user. For example: Marketplace type, B2B type, B2C type etc.
PAN No.: PAN number of the customer for financial recordings. For example: in India the pan card becomes mandatory for the Transactions above certain limit.
GST No.: GST no means the Goods & Service Tax Number GSTIN of the Vendor. This is for the B2B customers.
Invoice Report: Choose from the dropdown menu, the Invoice template which would be applicable for the customer.
Shipping Address Details & Billing Address Details: Customer’s full shipping and billing address required here in these tabs for the case of returns and other related activities.

The fields marked with asterisk are the mandatory ones.

  • Address 1*
  • Address 2*
  • Address 3
  • Contact Person*
  • Phone*
  • Email*
  • Country*
  • State*
  • City
  • Pin Code*

User Defined Fields: These are the custom fields which can be created by the User for customers in case of any extra information required.

2.2  SKU MANAGEMENT

Overview
SKU Management enables you to create and manage SKU, provides you the subscriber details and provides the SKU group information. Enables the user to manage merchandising hierarchy and vendor SKU catalog as well.

Create, Edit, Enquire and Import SKU

  • Enables you to create, edit/update search and enquire for SKU’s.
  • SKU can be imported from the SKU import section by using the default CSV template.

Let’s understand each section in detail:


2.2.1 SKU CREATE/ EDIT
This section will enable user to add new items into the system

Utility

  • SKU is classified in four major categories: Normal, Bundled, Style (and Variant) and Prepack.
  • The Stock for an SKU after the PO or inbound can be adjusted from the WMSà Inventory section.
  • SKU’s once created and allotted to a specific bin can be changed afterwards from the SKU Lot Transfer
  • To create the PO for vendor, user will be required to add the SKU in it.

RELATED LINKS
SKU Classification
WMS
Inventory Section
SKU Lot Transfer
Purchase Order

On the SKU Create/Edit screen, below tabs are present to capture all vendor related information.

  1. SKU DETAIL

It is further divided into four sections.

-> Product Detail
-> Pricing Detail
-> Dimension Detail
-> SKU Image

SKU DETAIL section will consist of all the primary information related to the SKU.
SKU Code: Any unique code which a user gives to the SKU while creating it. This SKU code is a mandatory field and once created and saved cannot be changed and must be a unique number.
SKU Name & SKU Short Name: Enter the SKU name & Short name.
SKU Classification: SKU type out of the four types will be defined here initially when you click on create SKU button.
SKU Source: To mention the source of SKU here by selecting from the drop down whether it is a consignment product or an outright purchase.
Attribute Set-Size Group-Size-Color-Material: All these fields input values which appear in drop down are created & configured by user from the Other Masters of the Master section.
Primary UPC/EAN: UPC (Universal Product Code) or EAN (European Product Code) are the bar code for the SKU which will be entered here. Multiple barcodes can be supported by the single SKU.
Base UOM:  UOM is the Unit of Measurement in which the SKU will be measured or weighed which is used in advanced Shipment Notice, Invoice, Purchase Order documents etc.
Pack Size: Pack size again is the field which is configured from the Other masters by the User defining the size of the SKU.
Hierarchy Code: Hierarchy code helps user to configure merchandising hierarchy for SKU from the list as they could be the sub category or sub-sub category of the SKU.
Primary Vendor: Every SKU in system is linked to a Primary vendor which is a mandatory field. There can be multiple other secondary vendors also linked to the same SKU.
Is Approved:  Mention the status of the Vendor.
Country of Origin: Enter the country of origin of SKU by choosing from the down.

PRICING DETAIL

In this section below given pricing related details of the SKU will be entered.

  • MSRP/MRP
  • Sale Price
  • Base Cost
  • Std Margin %
  • Tax Category
  • SKU Level Tax

DIMENSION DETAIL
All the below given dimension criterion will be filled in w.r.t. to each SKU as this information is further required for the Shipping purposes.

Height (CM)
Length (CM)
Width (CM)
Cube
Weight (KG)

SKU IMAGE
Image URL
Product Page URL

2. USER DEFINED FIELD 

These are the custom fields which can be created by the User for SKU in case of any extra information required.

3. OTHER DETAIL
Other Detail section is further divided into two sections:–
Detail 1: This section requires the user to input all the details of the product related to its shelf life and nature of the product w.r.t. shelf life. Below are the list of fields which needs to be filled or checked by the user in detail-1 section.

  • Shelf Life
  • Shelf Life Type
  • Total Shelf Life
  • Shelf Life on Receiving
  • Shelf Life on Picking
  • Serial Tracking
  • Stackable
  • Hazardous
  • Poisonous
  • Is Purchasable
  • Is Saleable
  • Is Stocked

– Detail 2: This section requires the user to input all the details of the product related to the SKU rotation and validation. Below is the list of fields which needs to be filled or checked by the user in detail-1 section.

  • Lottable Validation
  • SKU Rotation
  • Rotate By
  • Validation Code
  • Picking Instructions
  • Shipping Instructions
  • Threshold Alert Required
  • Threshold Qty
  • Fulfillment Type
  • Shipping Charges
  • Handling Charges
  • Def Source WH
  • Is Unique barcode

4. CASE PACK
Case packs are the packs where normal SKU is accumulated to be sold in one or more copies.Below are the list of fields which are required to be filled by user to enable case packs.

  • UOM
  • Barcode
  • Case Size
  • Is Purchasable
  • Is Saleable
  • Sale Price


    5. ARS DETAIL

    ARS is Auto Replenishment System is used for automatic purchase order creation and auto-delivery of products directly. Hence forth in this tab you will be required to check the ARS required in case it is required and then mention the ARS method and stock details.
    Below are the list of fields which needs to be filled or checked by the user in ARS Detail section.
  • Is ARS Applicable? If User check this, the ARS will hold true. Which means that the stock will be automatically replenished based on stock setting and PO for the same will be raised automatically.
  • Follow StyleUser will check this in case user requires the ARS to hold true for the style product.
  • Last ARS Run DateThis shows the last time when the Auto replenishment process was implemented.
  • ARS Calculation MethodThere are two methods based on which the ARS is calculated.
    If you choose FIXED from the drop down then you will enter the fixed stock value and when the stock will reach that value then a PO will automatically be generated for those SKU replenishments. & If user chooses FROM HISTORY from the drop-down option then based on sale’s history the system will automatically determine critical stock levels and raise a PO for model stock quantity.
  • Fixed Stock: Fixed Stock is the stock that user enters and reaching that value the ARS process runs.


2.2.2 SKU ENQUIRY

  • This section will enable user to enquire and search an already existing SKU’s & its details.
  • User can refine the search further by using filters as per requirement/s.
  • User can take a download/export all the data present on Enquiry screen at any point of time

Navigation
Masters –> SKU Management –> SKU Enquiry

Utility

  • Use enquiry screen to search for any SKU created in the system in past.
  • SKU information is mandatory while creating Purchase Order from single location or back order
  • SKU can be selected directly to create an RTV (Return to Vendor) in system.
  • User can export SKU details in CSV format for the searched or filtered records using download option.
  • Further improved enquiry results with Advance search option.

Related Link

-> Purchase Order
-> RTV
-> Advance Search

ACTION BUTTON

1.Search: Clicking on the search button without entering any filter criterion will populate the list of all the Transporters based on default filter setting. User can further narrow down the search by using filter options to get any specific information.
2. Reset: Reset button will refresh the filter fields to default settings, i.e. to an initial state to start fresh search.
3. Download: To download the filtered or searched result in CSV format which is displayed in the data grid.
4. Add New: To add a new SKU to the database.
5. Advance Search: Advance search further improves the search results of Transporter by providing more fields to filter from. Below fields get added for the advance search option of the Transporter.

  • Site Location
  • Approved Status
  • Vendor Type
  • SKU Source


2.2.3 SKU IMPORT

User can import the Bulk SKU from the SKU Import section by using the template CSV given in the import section.
Note: Max 500 rows can be imported in one single attempt of Import.

NAVIGATION
Masters —> SKU Management —> SKU Import.

The SKU Import Section consists of two sections:
IMPORT
&
DOWNLOAD

-> IMPORT
Import section will let the user to import the SKU’s Bulk via CSV.
Import Type: User will define here the type of Import of the CSV for SKU by choosing the purpose of import. To choose any one option from the 03 options given:

Create Update       -> If it is a Create or update SKU import
Cost Price Update -> If the Import is to update the price of the BULK SKU’s.
BOM Link Update -> If the Import is for Bundled SKU.

Attribute Set *:  User will select the attribute set for SKU import from here.  The SKU imported from here will be assigned to the selected attribute.
Upload Template: From here the CSV will be uploaded for the SKU Import.

DOWNLOAD
Download SKU section will let you download the uploaded CSV’s of SKU import by first searching them on the basis of file name, file upload date, status of upload and other similar criterion.

2.2.4 SKU CLASSIFICATION

Overview
SKU’s are classified majorly in 4 genre. Each type of SKU has its own purpose and feature.
Let us understand all four in detail.

NAVIGATION
Masters —> SKU Management —>SKU Create/edit —> SKU Classification from the Dropdown.

-> Normal SKU: Normal SKU’s are general physical SKU’s added by the user. It does not have any other attribute and classified feature added to it.
-> Style SKU: Style SKU let the user to create the attributes based on styles (fed by user at backend) for the SKU. This Style SKU eases the process of creation of attributes for any SKU.
For example:  Colour & Size as styles.
-> BOM SKU: BOM SKU also known as Bundled SKU are those in which different already created SKU’s are bundled up together as one SKU for the sale.
For example: 01 Blue Pen is an SKU on its own, A ruler is another SKU, 01 Pencil is another SKU, and a pencil box is also an SKU. All these four SKU’s are individual SKU.

Now user will create the BOM product named Stationary 101 which will consist of all these four SKU’s mentioned above.

Prepack SKU: Prepack type of SKU are the ones where Individual SKU’s are prepacked together as any offer by the manufacturer to be sold. They cannot be sold separately.
For example : At times you may encounter the pre pack products like a Tomato Ketchup and a pasta pack, separate SKU but packed together as any offer .

2.2.5 SKU BARCODE


Overview
Enables the User to enter /upload the list of barcodes to be assigned to the SKU’s.
These Barcodes provide a method to track and store information about SKUs from individual items to large stocks of millions in Warehousing and Order management.

Utility

  • Barcodes helps in returns at the time of RTV’s.
  • SKU Barcode provide the method to track and store information of innumerable SKU’s.
  • Helps the user to manage each unit of product in there efficiently.
  • Keep Track of the orders, Shipments and Inbounds.

NAVIGATION
Masters –> SKU Management –> SKU Barcode.

It can be Uploaded one by one and also can be Bulk imported in the system.
1. SKU Barcode Create /Edit
2. SKU Barcode Import

Let’s Understand this in detail.

  1. SKU BARCODE CREATE/ EDIT
    This section will enable you to enquire and search an already existing Barcodes and their detail. User can refine the search further by using filters as per requirement/s.
    User can take a download/export all the data present on Enquiry screen at any point of time.
    Below are the fields based on which the barcodes can be searched.
    SKU Code
    SKU Name
    SKU Barcode
    UOM
    Barcode Type
    Status    ACTION BUTTON
    1. Search:     Clicking on the search button without entering any filter criterion will populate the list of all the barcodes based on default filter setting. User can further narrow down the search by using filter options to get any specific information.
    2. Reset: Reset button will refresh the filter fields to default settings, i.e. to an initial state to start fresh search.
    3. Download:     To download the filtered or searched result in CSV format which is displayed in the data grid.
    4. Add New: To add a new barcode to the database.

    2. SKU Barcode Import
    User can import the barcodes from this section in bulk by uploading the CSV.
    This CSV must be in the format of default template given here.

2.2.6 MANAGE ATTRIBUTE
Overview
Manage attribute enables the user to create and manage the attributes already created. These Attributes are related to the product/SKU being created in the system.

  • NAVIGATION
    Masters –> SKU Management –> Manage Attribute

    Clicking on Manage attribute, user will be landed on to the attribute enquiry page where all the already created attributes will get listed and can be filtered from the same screen as well.

    ACTION BUTTONS

    1. Search: Clicking on the search button without entering any filter criterion will populate the list of all the Attributes created so far based on default filter setting. User can further narrow down the search by using filter options to get any specific information.
    2. Reset: Reset button will refresh the filter fields to default settings, i.e. to an initial state to start fresh search.
    3. Add New: To add a new attribute to the system.
    Add New Attribute section is divided three Parts
    Attributes


    Attribute Code*:     Attribute code is the system generated unique code for the attribute created.
    Description*: User will have to enter the attribute description describing the attribute that the user is creating.
    Label*: User will enter the label for this attribute here in this field.
    Scope*: In the scope section User will have to enter the type like Company/Seller Panel / enterprise and so on.
    Input Type*: User can choose the Input type from here for the attribute, whether it will be a free text or a drop down etc.
    Input Validation Rule*: Choose the rule to be either Alphanumeric or Numeric or email/ decimal/ integer etc.
    Applicable SKU : User can define that on which SKU will this be applicable on. The SKU category needs to be selected here. for example: Free/ Normal/ Style/ Variant/ Bundeled/ PrePack/BOM
    isActive: Check this to activate.
    Update Variant: User will check this option to update the Variant.
    Push To Magento: To push this attribute to magento, check this option.

    Data Values

    This section will enable the user to enter the below information and rule:
    -Attribute Value Description
    -Position
    -Default or Not
    -External Attribute Value
    -External Attribute Value Code

    User Defined Fields
    These are the custom fields which can be created by the User for these attributes in case of any extra information required to be stored.

    2.3 Promotion Management

2.3.1 Overview
Promotion management enables user to setup, create and manage the promotional offers/discounts on the transactions.

It is further divided into two parts:  Sales Promotion Enquiry & Vendor Promotion Enquiry.

2.3.2 Utility

  • Enables you to create, enquire and edit/update the promotional offers/discounts on the transactions.
  • The discount offers can be created by the user for the sales promotion as well as for the vendor promotion also.

NAVIGATION
Masters –> Promotion Management –> Promotion Enquiry

 


SALES PROMOTION ENQUIRY

User can search the already created sales promotions offers from this section.
Below are the fields based on which the promotional offers can be searched.

Location       
Promo Key
Description
Status
Created Date
Active Date
Promo Type

VENDOR PROMOTION ENQUIRY

User can search the already created discounts for vendor promotion from here.
In vendor promotion enquiry tab, the vendor name field gets added along with all the other search fields of sales promotion enquiry.

ACTION BUTTON

1. Search: Clicking on the search button without entering any filter criterion will populate the list of all the promotion codes created so far based on default filter setting. User can further narrow down the search by using filter options to get any specific information.
2. Reset: Reset button will refresh the filter fields to default settings, i.e. to an initial state to start fresh search.
3. Add New: To add a new promotional code to the system.

PROMOTION CREATE/EDIT

From this section user will create the promotions.
User will be filling in all the basic fields and then proceed further to create the promotion.


Description: User will have to describe or Name the Promotion they are trying to create.
Promo Type*:  User can select from below promotion types.
Line Item Wise: promo will be applicable on the line item and not on the entire bill.
Bill Buster Type: Through this, user can give free items or bonus buy.
Start Date* & End Date*: Enter the Promotion start and end date.
Link to All (Checkbox): If selected, this promotion will be linked and applicable on all POS locations.
***Note: If any new location is added post the promotion has been created, then by default the promotion won’t be applicable for that new stores.

Line Item Wise and Bill Buster type in detail.

a) LINE ITEM (PROMO TYPE)
When the line item is chosen as the promo type this means that the promo will be applicable on the line item and not on the entire bill.

This is divided into 5 tabs
-Add buy & get lines
-Add Tiers
-Add Exclusion
-Day & Time
-Add Exclusion

ADD BUY & GET LINES

Line Type *: This field is by default set as GET.
Condition Type *: There are various type of conditions and combination of conditions based on which the promotion can be applied.
(a)Category wise selecting this, the user will be able to apply the line wise promotion onto specific category/categories.
(b)Product wise selection will enable the user to apply the promotion on product(s).
(c) SKU Group : Select this type to apply the promotion based on SKU Group.
(d)Brand : Select this type to apply the promotion brand wise.
Condition *        :  On the basis of the Condition type chosen, this condition will get defined. For example, if the condition type is selected as category wise, then in the condition field user will choose the category.
Qty*: Quantity by default will be 01.
Promotion Type *: User will choose from the promotion type drop down that whether the promotion will be an absolute value OR in Percentage Or a Fixed value.
Absolute Value :  A value will be defined as the promotion to be applied on sales price & that value will be absolute to be deducted from the price of the product irrespective of its sales price.
E.g. If Promotion Value is 5, then final selling price will be promotioned by Rs. 5.00
Percentage: a defined percentage will be deducted in this case from the product’s value/price.
E.g. If Promotion Value is 5, then final selling price will be increased by 5 %
Fixed Value: No matter what the price of the product is, it will be sold on the Fixed value defined here.
E.g. If Promotion Value is 5, then final selling price will be Rs. 5.00     

Promotion Value *: Subsequently enter the promotion value w.r.t. to the promotion type chosen.

ADD TIERS
This section will enable the user to add the ranges on the basis of which the promotion can be applied.
This tab is not applicable in Line type promotion .

ADD EXCLUSION
If User wants to exclude any product or category from the category or Brand Chosen, then user can specify the same here by selecting the condition type and then mentioning the condition with respect to the condition type selected.
For example : if in the condition type you have chosen the condition as product to be excluded then in the condition you will select the SKU on which the Promotion will not be applied.

DAY & TIME
In this section all the seven days of weeks with a checkbox in front of them and a timer below them will be displayed.
User will have to select the days and specify the time [start and end time] duration for each day to run the promotion

ADD LOCATION
Choose the store location and click on add button to add the locations on which you want this promotion to be applicable specifically. If user doesn’t wish to run promotions on All locations, then choose the specific locations where promotions should apply.
**Click on save and confirm to confirm the configuration made for the promotions.


BILL BUSTER (PROMO TYPE)
Bill Buster Promo type enables user to Create promotions to  give free items or bonus buy

This is majorly divided into 5 parts or 5 tabs
-Add buy & get lines
-Add Tiers
-Add Exclusion
-Day & Time
-Add Location
From the above 05 tabs;  ‘Add Exclusion’ , ‘Day & Time’ , ‘Add Location’ will be same as LINE ITEM type.

ADD BUY & GET LINES
Line Type *: This field is by default set as BUY.
Condition Type * : By default there are type of conditions based on which the promotion will be applied.
(a)Category wise selecting this, the user will be able to apply the line wise promotion onto specific category/categories.
(b)Product wise selection will enable the user to apply the promotion on product(s).
(c) SKU Group : Select this type to apply the promotion based on SKU Group.
(d)Brand : Select this type to apply the promotion brand wise.

Condition *      :  On the basis of the Condition type chosen, this condition will get defined. For example, if the condition type is selected as category wise, then in the condition field user will choose the category.

ADD TIERS
This section will enable the user to add the ranges based on which the promotion can be applied.
User will enter the ‘from’ and ‘to amount’ and choose the ‘promotion type’ and ‘promotion value’.
From Amount
To Amount
Promotion Type *
Promotion Value *

For example:
User want Category A to have range of promotions.
So user will add the tiers and ranges based on product prices and then choosing the promotion on them. Few range as an example:

0 MRP – 1000 MRP – Promotion type PERCENTAGE  Promotion Value 5%
1001 MRP – 10000 MRP –> Promotion Type PERCENTAGE –> Promotion Value 10%
10001 MRP – 20001 MRP –> Promotion Type PERCENTAGE –> Promotion Value 12%

**Click on save and confirm to confirm the configuration made for the promotions.


2.4  Vendor Promotion Management

2.4.1 Overview
Vendor promotion management lets user to manage the promotional offers and discounts given or extended by the Vendor on the SKU’s or product categories.

2.4.2 Utility
Enables user enquire and edit/update the promotional offers/discounts on the transactions which are provided or extended by the Vendor.
These Promotional offers or discount can be on a particular SKU or any category or sub category or any brand.
Vendor Promotion management is further elaborated in two parts:

–> Vendor Promotion Enquiry
–> Vendor Promotion Create/Edit

2.4.3 Vendor Promotion Enquiry
Vendor Promotion enquiry section will enable the user to search for the already created Vendor promotion codes.

NAVIGATION
Masters –> Vendor Promotion Management –> Enquiry

Let’s understand the below search fields in detail based on which these can be searched.

Delivery Location: The delivery location only for which the user requires to search the promotional offer needs to be selected from this location drop down.
Promotion Code & Name: Enquire with promotion code or name for the desired promotion code result.
Start Date & End Date: User can also enter the start and end date to search the related significant records.
Promo Type: User can search the promotional code or record by choosing the promo type as well. These Promo types are the type of SKU on which the promotion is applicable.
for example: line item promo type.
Vendor Code:  the entering the vendor code all the promotions extended by that vendor will get listed.

ACTION BUTTON

1. Search: Clicking on the search button without entering any filter criterion will populate the list of all the vendor’s promotion based on default filter setting. User can further narrow down the search by using filter options to get any specific information.
2. Reset: Reset button will refresh the filter fields to default settings, i.e. to an initial state to start fresh search.
3. Download: To download the filtered or searched result in CSV format which is displayed in the data grid.
4. Add New: To add a new Promotional code to the database.

2.4.4 Vendor Promotion Create/Edit
From here the user will create/edit the vendor promotion.

NAVIGATION
Masters –> Vendor Promotion Management –> Vendor Promotion Create/Edit

Let us understand each field with which the vendor promotion will be created.

Vendor Code*:  Enter the Vendor code for that vendor who is extending the promotional offers for the items.
Vendor Name & Vendor Currency:  Enter the Vendor name and vendor supported currency.
Promo Code*:  Enter the Unique Promo Code for the promotion. This is a mandatory field.
Promo Name*:  Name of the Promotion extended by the vendor.
Promo Type*:  Mention the type of the discount. For example: whether it will be applicable on the Line item or it will be applicable on the total cart value etc. This is a mandatory field.
Start Date* & End Date*: Enter the Promotion start and end date.
Condition On*:  Mention the clauses or conditions on which the vendor Promo will applicable. For example: Applicable on SKU/Category/Brand/Subcategory.
Merch. Hierarchy: Select the category from here on which the vendor promotion will be applicable.
SKU Qty*: Enter the SKU Quantity valid for promotion.
Discount Type & Discount Value: User will choose from the discount type drop down that whether the discount will be an absolute value OR in Percentage or a Fixed value and then subsequently entre the discount value w.r.t. to the discount type chosen.
Free SKU & Free Qty: User will enter the name of Free SKU and free Qty.

2.5 Other Masters

2.5.1 Overview
Other masters section enables user to set up all the primary configuration’s which will be populating options on eRetail panel for the user and seller to choose from.

2.5.2 Utility 

  • User can subscribe or unsubscribe the HSN codes for GST from other masters section.
  • The inputs of various fields while SKU creation or Vendor creation are fed from other masters section.

Navigation
Masters –> Other Masters
Subscribe HSN Code:  From this section of the masters, user will be subscribing or unsubscribing the HSN codes for the GST calculations.
Brands-Materials-Size Group-Size-color: User will feed these fields from here which will subsequently be getting used while creating SKU’s, Vendors etc.
Reasons: User will enter the reasons of rejections or returns from here which will get populated in the drop down as options to choose from.
Payment Terms: User will define the payment terms for vendors from here will get populated at the time of vendor creation and other processes.
Excise Category:  User can create the excise category from here and can set its status as active or inactive.
SKU Pack Size : User can set the options here for the pack size of SKU packs. Which means options to choose the number of SKU’s in a SKU pack.

2.6 Currency

2.6.1 Overview
Currency section enables user to feed up all the currency which will be populating options on eRetail panel for the user and seller to choose from.

2.6.2 Utility 

  • User can add, manage activate or deactivate the currency options getting displayed on eRetail from here.
  • The User can add the ISO codes for each country’s currency as well.
  • There currency created here gets displayed as a drop down.

Navigation
Masters –> Currency

2.6.3   Adding Currency

  • The ‘add new’ button of the currency masters will enable the user to add new currency record in the system.User will fill in the Country’s ISO code, description, symbol and the status of the entered currency as active or inactive.**********************************************************************************************


2.7 Pricing Events
Pricing event section enables the user to create the pricing events based on customer type and location for regular and occasions basis.
The user can start and end the event based on the dates entered.
Lets understand it in more detail:

Navigation
Masters –> Miscellaneous –> Pricing Event

Pricing Events is the section where user decides the promotional offers and discounts to be given or extended on the SKU’s or product categories.

2.7.1 Utility

  • Enables user enquire and edit/update the promotional offers/discounts on the transactions which are provided or extended by the user itself.
  • These Promotional offers or discount can be on a particular SKU or any category or sub category or any brand.

Pricing Events is further elaborated in two parts:

–> Pricing Event Enquiry
–> Pricing Event Create/Edit

2.7.2 Pricing Event Enquiry
This section enables the user to enquire and search for the pricing events already created based on the filters like:

Pricing Scheme Code: System generated Unique identification code for each scheme getting created.
Pricing Scheme Name: Pricing scheme name to be entered by the user.
Location Code : Location code for which this particular pricing event will be applicable.
Customer : Enter the customer name in case this is created only for a specific customer.
Start Date: Pricing event start date refers to the date from which it will be applicable.
End Date: Pricing event end date refers to the date up till which it will be applicable.
Pricing Scheme: Here user can choose the type of pricing event, whether it will be temporary or regular.
Status: This section shows the status of the scheme, that which particular scheme has what status (Confirmed/cancelled/pending confirmation)

ACTION BUTTON

1.Search: Clicking on the search button without entering any filter criterion will populate the list of all the pricing events created in the system based on default filter setting. User can further narrow down the search by using filter options to get any specific information.
2. Reset: Reset button will refresh the filter fields to default settings, i.e. to an initial state to start fresh search.
3. Download: To download the filtered or searched result in CSV format which is displayed in the data grid.
4. Add New: To add a new pricing event to the database.
5. Advance Search: Advance search further improves the search results of pricing event by providing more fields to filter from. Below fields get added for the advance search option of the pricing event.
Organisation Hierarchy
Vendor
Brand
Merch. Hierarchy
SKU Code
Scheme On
Operation
Discount Type

2.7.3 Add New
By clicking on add new button, we will be able to create the new pricing events.

Utility

  • Enables user to choose the location for which the promotional offers/discounts being set up. The pricing event will be applicable only for selected Location/warehouse’s SKU.
  • These Promotional offers or discount can be on a particular SKU or any category or sub category or any brand.
  • User can choose the Customer type and can also add specific customers to the pricing event.

This is majorly divided into 03 sections:
->Pricing Events
->Customer Details
->Location Details

 

Pricing Event
Pricing Event Code: System generated Unique identification code for each scheme getting created. 
Pricing Event Desc*: Pricing scheme name to be entered by the user.
Pricing Event Type: Here user can choose the type of pricing event, whether it will be temporary or regular.
Temporary: In the temporary pricing event there will be the start and end date effective and during that period only this event will be applicable.
Regular: In the Regular pricing events created, there will not be any end date.
Status: This section shows the status of the scheme, that which particular scheme has what status (Confirmed/cancelled/pending confirmation)

*Customer Details
Customer Type: Enter the customer type in case this is created only for a specific customer customer like B2B, B2C and so on.

*Location Details
Location : Enter/choose the location or the warehouse location for which warehouse this will be applicable from the drop down.
Then click on NEXT button to proceed further to fill in the SKU details and UDF/s.

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