Item Setup Issues

This report lists SKUs exhibiting setup issues in your system. These item settings can result in: 

  • persistent shrink/swell caused by order multiple and/or unit multiple variances.
  • inventory value errors caused by inaccurate cost calculations when the inventory is received.

What is an Item Setup issue:

Setup issues occur when an item's Order Multiple (the vendor's ordering and shipping unit) differs from the way your customers buy the item AND the SKU is not set up correctly in your system to translate this difference, or vice versa. 

  • Steps to process this report:

    1. Display the SKU in Inventory Maintenance.
    2. Type in the report's Ace OM number into your SKU's Standard Pack and Order Multiple.
    3. Select the report's Ace suggested Purchasing U/M in Inventory Maintenance.
    4. Select the report's Ace suggested Stocking U/M in Inventory Maintenance.
    5. Press Change.

    • The example below shows a balsa airplane assortment delivered with 48 separate airplanes at $3.49 (retail) each. If we look at the (outlined in red) OM/RU section, we see 1/48. This means the vendor OM (Order Multiple) is 1 unit made up of 48 sellable units (Retail Units or RU). When there is a mismatch between vendor OM and vendor RU then we need to set our Eagle system up to translate the vendor OM (of 1 in this example) to the Retail Units of 48. That is, when we order and receive 1 from the vendor, our store QOH needs to increase by 48 or the Retail Unit.Item_setup_issues_acenet.pngItem_setup_issues.png

    • Your Mango exception page shows your store OM, Purchasing U/M and Stocking U/M along with how it needs to be set up to be compatible with Acenet (Ace columns). All you need to do is set the SKU's setting to match the report's Ace column and you will be all set!

      Item_setup_issues_report_example.png Item_setup_issues_fix.png

    • MULTI-STORE WARNING: If you are multi-store you can only do one store at a time. Select a single store in Excel as you do these steps.

      File Prep (A)

      1. Enable Editing and Enable Content. Enable Content
      2. MULTI-STORES: you'll need to select one store at a time using the filters (column A). Data Import cannot handle all-store data at once.
      3. Click the button in the header called "Export for DI".
      4. The file is automatically prepped as a .txt file and needs to be saved. Save location defaults to the Desktop\MangoFiles...
      5. Close out of Excel.

      Import the Data (B)

      1. Open Eagle Browser.
      2. Locate the folder named Data Import and click on it.
      3. Select Inventory Import Designer.
      4. Under Import File Type select Comma Delimited.
      5. In the top ribbon, select Open (F3).
      6. Select the file you saved in Step A.4 above.
      7. Double check the Import File Type is still Comma Delimited.
      8. In the top ribbon, select Map Field (F6). This is where we'll begin to tell the Eagle system what each column is from the saved file.
      9. Find and select Store (immediate update), click OK.
      10. It will ask what Position. Store was column 1 in our file so enter 1, click OK. We'll repeat this for the remaining columns.
      11. In the top ribbon, select Map Field (F6).
      12. Find and select SKU, click OK. Position 2.
      13. Select Map Field (F6), find and select Order Multiple, click OK. Position 3.
      14. Select Map Field (F6), find and select Standard Pack, click OK. Position 3.
      15. Select Map Field (F6), find and select Purchasing Unit, click OK. Position 4.
      16. Select Map Field (F6), find and select Stocking Unit, click OK. Position 5.
      17. Under Import Options, set the Flex Name to ITEMSI.
      18. Click on Store for chg and select the store you're working on.
      19. In the top ribbon, click Import.
      20. A new dialog box will appear, click Import.
      21. Once complete the box will pop up, click Cancel and close out of Data Import.

      Finalize Changes (C)

      1. In the Launch bar of Eagle Browser, type RFL and press Enter.
      2. Print Setup -> Print To -> S (spooler).
      3. Options -> Store -> Enter the store you're working on.
      4. Options -> Options -> F (update inventory file).
      5. Options -> Flex Name -> ITEMSI.
      6. In the top ribbon, click Run (F4).
      7. You may see a message "No records exist for this flex name." This is okay as things can be automatically finalized for you and doesn't always require the RFL Step.
      8. You may see a message "Do you wish to exit". Click Yes.
      9. Close out of RFL. You're now complete. You can spot check IMU if you would like.

  • Steps to process this report:

    1. Select the Products Menu.
    2. In the search box, type a SKU from your report and press Enter.
    3. In the General tab, click the Units of Measure hyperlink (right-hand side).
    4. ​Update the Stocking UOM field to match the S U/M Ace column from the report.
    5. Update the Default Purchasing Unit of Measure field to match the P U/M Ace column from the report.
    6. Press Save in the upper-right.
    7. Repeat these steps for each SKU listed.

    • Steps to process this report:

      File Prep (A)

      1. Enable Editing and Enable Content. Enable Content
      2. Sort out any data you may want to exclude using the column filters. We highly recommend filtering out "Blanks" from Estimated Location (column F).
      3. Click the button in the header called "Export for DI".
      4. The file is automatically prepped as a .txt file and needs to be saved. Save location defaults to the Desktop\MangoFiles...
      5. Close out of Excel.

      Import the Data (B)

      1. Select the Utilities menu and click Imports.
      2. Under the Import Type column, select Products.
      3. In the upper left, click Start Import.
      4. Select the Upload File icon in the upper left.
      5. Find and select the file you saved in Step A.4 above, and click open.
      6. Under Choose Delimiter, select Comma.
      7. Under Parameters, select Update Records.
      8. Turn the File Contains Headers toggle to off (gray).
      9. Make sure the Mapping Type is set to New Mapping. 
      10. Click Upload.
      11. Select the Data Mapping button in the upper right.
      12. Under the Map to Field column, set Description Map to - blank.
      13. Using the search field above, find Purchasing Order Multiple.
      14. Under the Map to Field column, set Purchasing Order Multiple Map to - Column 3.
      15. Using the search field above, find Default Purchasing UOM.
      16. Under the Map to Field column, set Default Purchasing UOM to - Column 4.
      17. Using the search field above, find Stocking UOM.
      18. Under the Map to Field column, set Stocking UOM to - Column 5.
      19. Click Map Data & Proceed.
      20. Click Leave.
      21. Under Data Preview, select Mapped Columns and Verify that each column has the appropriate data.
      22. Click Finalize at the bottom right corner.
      23. A popup will appear; click Finalize again.
      24. Import is underway, click Ok.

MEGA Report Item Setup Issues