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20Here's a question for the RMS Jedi Masters in this forum. I'm setting up
my RMS, converting from another POS, so my knowledge on how the various
data fields work together in RMS is limited. I want to track an item's
Manufacturer & Product line in addition to Department and Category.
It's critical information, particularly for assessing risk exposure,
space allocation, and customer brand engagement. Surprisingly,
Department and Category is all RMS offers. So I'm looking for ideas on
how I might work around this, and still get the reports I need.
What reports do I need? Basically the same views of information you can get for Department and Category.
- Total $ and % of sales for both Manufacturer and Product Line
- Total $ and % of profit for both Manufacturer and
Product Line
- GMROI for both Manufacturer and Product Line
- Lists of customers who purchased items associated with a manufacturer or product line
- Which suppliers have best margin and fill rates for each manufacturer and product line.
My
VAR suggested that I add manufacturers to the supplier list and use
sub-descriptions for the brand/product lines. However, I don't usually
order direct from the manufacturers, and may get the same items from
several different sources. So it looks like even if I associate a
manufacturer from the supplier list to an item, it wont show up in any
of the standard reports unless I actually receive products from that
manufacturer. So I'm not sure that's going to accomplish what I need.
I
thought about using Manufacturers as the Category and Product Lines as a
sub-description, but there isn't very good reporting on
sub-descriptions. Also, Since some of my bigger manufacturers cross
departments, It would be hard to get a report that aggregated sales and
GMROI for a manufacturer.
That leaves me with replacing
Department and Category with Manufacturer and Product Line. That would
do the trick, but I would have 350+ departments, most with only one
category. Plus I would lose insights from not having Departments and
Categories, so it's not very elegant and has a big downside.
So
is there an elegant solution here? Or am I pretty much SOL? Maybe
there's an Add-on that will do the trick. Or maybe a solution using the
existing fields, but with custom reports. If so, what does a custom
report cost? I figure if anybody would have an answer for this, it would
be you.
Thanks for your help
Rob North
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