How can I create a separate mirrored group of depts or categories?

I tried to find a partial answer to this in another topic about the creation of either a sales rep or a cashier dedicated to online sales. Maybe a separate topic will help?

We have about 350 items in an online store that are also in our physical store. We can get delivery of other product in just a few days, so we want to add a large number of items from vendor catalogs that we do NOT have in stock, but can get quickly. What I woud like to do is have a way to keep track of sales for these items separately from those also in physical stock. I really don't want to create a separate department structure, but that may be the best way (even though lack of category detail would mean less specific info).

Any ideas???

Reply to
PRJ
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Dear PRJ, I understand what you mean and I suggest you to start using the custom item fields.

  1. First go to Configuration and click on Captions button in the item tab. Specify the Field Name in 3 Sub Descripion 1..3 fields

You may use all the fields or may be just one. Then in the Item Master when the item arrive for the specific vendor just put the vendor category in one of the custom field. This will slove your issue if you like this please rate

"PRJ" wrote:

Reply to
Akber Alwani

I think you're suggesting I re-name the 3 sub-descriptions and use them to identify the items. Correct?

But, that is a limit of 3 descriptions, correct?

AND..... when I look at the report generator I don't see a way to generate reports detailing sub-descriptions. Will using some letters contained in a SUB-description generate a report of all sales in that sub-description?

Reply to
PRJ

How about adding a unique prefix to the description of those non-stocked items? Then you can sort any report based on DESCRIPTION | Starts with " ???"

Marc

Reply to
Marc

Reply to
Akber Alwani

Once again my knowledge of some of this is very limited. Two things:

  1. what is ".grp"?
  2. While I see Crystal Reports listed in Operations>Utilities, all that is in the next screen is a small group of 4 pre-set reports. If Crystal Reports itself (as a report generator) is in my system I am not aware of it.
Reply to
PRJ

This sounds like a good idea EXCEPT that my online inventory is populated by a exported upload of the RMS database, so I think each item's name would show on the site with the prefix included. I need to check with the site provider on that, but I'm pretty sure it will.

ALSO........ Re the reporting aspect: the only non-numeric criterion options I see (for example) in Reports>Sales>Detailed Sales> is "Contains". Is there a way to add other criteria like "Starts With"?

Thanks.

Reply to
PRJ

Okay ... it was only supposed to be a quick and simple fix but you may still be able to use it and get what you need.

You only need the "Starts with" filter for Description, so that should not be a problem. You can always use additional criteria to further filter. The 'starts with' filter on description is to include only web items.

With the complication of descriptions for the web, there may be better ways to do it. For us, it would not matter, because we already use a three letter prefix on all descriptions to designate the manufacturer. This makes it easier to search for an item if you don't know the ILC or exact description.

If you like the idea and want to fix descriptions for the web there is a very simple string command your web guy could use to strip off the prefix when he manipulates the data from the export.

Marc

Reply to
Marc

I checked and it is OK to put a pre-fix in front of all the items I want separate reporting for. So, I can use that method.

What I don't understand is how I could use a filter criterion "Starts With" if that wording does not appear on the list of criteria under Reports>Sales>Description. The criteria that are available are all "equal, not equal > than, etc." The only word or letter-sensitive choice is 'contains', and that would not work as the prefix letters could also be within other descriptions. Is there a way to add criteria that are not on the list?

Reply to
PRJ

Reply to
Akber Alwani

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