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There are two types of Stock Items that are used with Multi-Site Management, Base Items and Site Items.
This topic outlines the following functions (click on any of the following links to go to the selected section):
All items that are created in the database, either as Site or Franchise, will also be created as a Base Item.
Base Items will hold data that cannot be stored elsewhere.
When certain functions within Idealpos are used, the Site Items will link to the Base Item and retrieve the relevant data that is required.
When Base Items are viewed in the Stock Item list, they will display as a Standard Stock Item Code.
All Head Office terminals are able to filter the Stock Item List to show only Base Items.
Any Stock Item that is to be sold at a Site will be generated a Site Prefix from the Base Item.
Site Items will be linked to the Base Item at Head Office.
When viewed at the Site terminal, the Stock Item will display as a Standard Stock Item Code without the Site Prefix.
Sites are unable to view or edit the Base Items.
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When viewed from Head Office, the Site Prefix will be displayed.
This ensures that Head Office is able to modify any details specific to that Site only.
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Head Office has the option of viewing the Stock Items in various ways.
They can view only the Base Items, only specific Site Items, or All Items.
When viewing All Items, the only distinguishing difference between the items in the Stock Item List will be the Site Prefix Code.
As displayed in our example below, we are viewing Code 2 for All Items.
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When you add Base Items from a Head Office Terminal you will be required to confirm which Site items will receive the new Items.
As it is a new Item, you will be required to select the Site/s the item will be created in.
You also have the option to Copy Sell Prices, Cost Prices, Tax Settings and Other Fields.
In large multi-store environments, you can use the Select All button to choose all Sites.
You can select to enable the items in each Location.
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Once you select to Proceed, the item/s will be created and a packet sent to the corresponding Site/s.
Head Office has the ability to modify any field of any Stock Item, regardless of whether they are a Base Item or a Site Item.
Modifying a Site Item will display the Site Prefix, and will also display a small header naming the Site the Stock Item is saved in.
When Head Office saves this item, the changes will be sent to the Site that the item is located in only.
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When Modifying a Site Item from a Site terminal, they will not be able to edit certain fields, but they will be visible.
These include Stock Code, Description, Department and Scan Code fields.
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When Modifying a Base Item at a Head Office terminal, you will be required to confirm which Site/s the changes will be sent to, and also which Sell Prices, Cost Prices, Tax Settings and Other Fields that should be included.
Indirect Items can be defined by Site.
Head Office can set the default Indirect amounts for the items when creating the Base Item, but the Sites can also have access to their items and edit them accordingly.
Franchise Stock Items can be used to allow Sites to create items specific to their locale or business only.
No other Site will have access to these items, but they will be sent to the Head Office for recording and sales history.
Go to Setup > POS Terminals > Modify > POS Settings > User-Defined Options.
Enter the following details:
Description – FRANCHISE ITEMS
Setting – X
(Where X= the number of items you will allow them to create).
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Go to Setup > POS Terminals > Modify > Miscellaneous > General.
Enter the range of Stock Item Codes the store is able to access.
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Franchise Items can be filtered on the Stock Item List.
Enable the Franchise Items button towards the bottom-left corner of the screen.
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The Stock Item Variants function is used when a Stock Item comes in a variety of colours, sizes, materials and any other options.
An example of where Variants can be used is a clothing store which sells a particular brand of shirt that comes in various colours, sizes, materials and gender (e.g. some clothing items such as a shirts come in a women's variety or men's variety).
Variant options can be created at the Head Office by going to: File > Sales > Stock Item Variants.
When creating Variant Items at Head Office, the Create Site Items prompt will be displayed so you can choose which sites to send the Variant Items.
Note - The creation of Variant Items is not supported on terminals with Site Management; Variants must be created at the Head Office.
Once Variant Items have been created at the Head Office and enabled for a Site, the Site can then modify the Parent/Child Items as required.
Further details about Variants and how to use them are available by clicking here.