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I'm new to working with the inventory part of RMS. I have several products that come an assortment to a case, so when I run out of one of the items I need to open a case that has 2-4 other items in it. Is there a way to make a parent item add to several children when one child runs out of stock "On Hand"?
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Amber:
This appears to be a basic fundamental requirement for your system and for the successful use of RMS. Your partner has to be involved in things like this as it will probably affect other areas of your system.
TELL your store operations person to get your partner involved with the users so they can become familiar with your needs and address them properly from the beginning. Your partner needs this understanding of your business and then should be able to help you establish the proper procedures.
Here's a valuable tip: regardless of the program you use for POS - or anything else - proper procedure accounts for over 90% of it's success. Identify your issues, document them (create procedures) and then train your staff. This reduces stress and errors and makes for happy users, management and program success.
Aloha,
Miles
Pacific Computer Systems
Miles Baidack
Supporting Business Since 1985
Phone: (808)395-8156 or (808)277-8156
Here are some examples of cases that have issues. The items that arrive are not meant to be sold as a kit.
Example 1: Case contains two similar artillery cakes, with different style shots. It comes packed 2/1, where one item is a chrysanthemum cake and another is a glittering willows cake. When we sell two chrysanthemum cakes, RMS does a parent/child adjustment of an entire case, which is not reflected in the glittering willows inventory numbers.
Example 2: Five assorted zenith shells come in a case, packed 25/1. They are intended for individual sale. When we sell five of any one type, the system does a parent/child adjustment for the one that sold, and there are 20 zenith shells that are unaccounted for.
Currently, I don't have access to our partner. Our person in charge of store operations is generally the one who contacts the partner about needs. Being a new system, I am in the process of identifying issues that occur on the store level. I thought it might be best to see if someone had a solution for this particular problem prior to presenting it as something that may need an add-on program.
Amber:
Alright, are we having fun yet?
Please give me an example of what each case contains: number of items, quantity per item.
If each case is supposed to be a kit, why do you break into the cases to sell components?
"...when a single item runs out of On Hand stock, it pulls a whole new case..." Why is this happening? Selling an individual component should not pull the case/kit.
Suggestion: if breaking these kits apart for individual component sales is a regular occurence, why don't you receive some of the cases as kits and break apart the remainder and stock the components individually? I am imagining that presenting these items as kits on the retail floor is what makes them attractive - and then customers only want this or that from the kit. If you stock some of the components as individual units wouldn't that satisfy your requirement - or would this be too difficult to manage?
Curious: do you have an RMS partner you normally work with for issues like this? What have they said/done to help with this?
Aloha,
Miles
Pacific Computer Systems
Miles Baidack
Supporting Business Since 1985
Phone: (808)395-8156 or (808)277-8156
The main problem with handling the items separately is that when a single item runs out of On Hand stock, it pulls a whole new case, which doesn't update the stock of the other items to reflect the change. That is the problem I'm trying to keep from confusing inventory numbers. I can create two parents to handle this, but that makes it difficult to deal with wholesale orders and interstore transfers.
Amber:
O.K., we're getting closer to the right question.
Are the items in these cases "true" kits or just multiple items shipped in a single case?
If they are just multiple items then handle them that way.
If each case contains a true kit then you can manage them as necessary: break apart or rebuild. Look at Kits in the User Guide; it gives a good definition and good examples of how to manage these. I suggest that you create some of these kits in a test company and run through the different scenarios you expect to have in handling them. Once you have the test examples you can document your procedures for handling each process.
HTH
Aloha,
Miles
Pacific Computer Systems
Miles Baidack
Supporting Business Since 1985
Phone: (808)395-8156 or (808)277-8156
Amber:
Are you dealing with an item that has multiple selling units, like soda which can be sold as each, 6-pack or case or are you dealing with kits made of of multiple items (SKU's) that you want to break apart and sell separately?
For multiple selling units you can setup the Item as a Lot Matrix item. This will allow you to buy/receive/stock in your order unit of measure and sell in different units: each, pack, case. Once you setup an item this way RMS will help you manage it properly whenever the item is processed in a transaction.
If these are kits made up of multiple SKU's you can simply receive the components as unique SKU's and decide how to manage the kits whenever you have to.
Is this your situation?
Aloha,
Miles
Pacific Computer Systems
Miles Baidack
Supporting Business Since 1985
Phone: (808)395-8156 or (808)277-8156
It looks like I can use a kit item somehow for initial receipt of cases, then break them down into their components (singles). Has anybody used this method? I'm trying to see how it will affect being able to transfer cases to other stores. Can a kit, once broken down, be built from items on hand?
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