The All Items scoreboard offers users quick access to Sourcing-related details, showing the prime supplier, number of suppliers, order guides, blanket POs, and current bids associated with the item. Clicking on the item will take the user directly to the item editor's sourcing tab for more information.
All Items Scoreboard
All Items Scoreboard
The All Items scoreboard shows the total number of items in the system.
New Item
The New Item function is used for the user to create a new item in the system.
By default Allow Retail Use field is set to No.
Search Here
The all items window includes smart contextual searching capabilities in the Search Here field that include:
- Item
- Unit
- Spec
- Commodity
- Prime Supplier
- Buyer
- Terms
- Manufacturer
Details
The All Items information bar includes:
- Item: Product Number, Description, Item Status
- Prime Supplier: Prime supplier linked to item
- Suppliers: Total number of suppliers associated with the item
- Order Guides: Total number of order guides the item is linked to
- Blanket POs: Total number of blanket POs associated with the item
- Current Bids: Total number of active bids the item is linked to
- Actions: Create a Task, Copy Item, Add to Favorite
To view more details about the item, click on the item column to see the item highlights.
Item Highlights
Click on an item to view the item highlights which include:
- Item header with image, status, item number, item name, unit breakdown and the add to favorite feature.
- SKUs
- UPCs
- Inventory Count
- Quantity on Hand
- Departments w/Sales
- Revenue
- Sold Exception
- Attributes
- Price Changes
Users can click on any scoreboard to access additional information within the item editor.
Action: Create Task
The Create Task action allows users to add a task from the All Items scoreboard by selecting a task type from the dropdown: Ask a Question.
The task creation form includes: task type, summary, optional additional request information, priority, assign to, and attachments.
The required fields must be completed before selecting Create.
To Edit a created task, go to the Tasks SB, click on the task row to make any changes.
Action: Copy Item
The Copy Item action function allows users to duplicate an existing item to create a new one.
Be sure to adjust fields like item name, description, details, and status before you select copy.
The popup also provides an advanced option dropdown to duplicate additional fields including retail, inventory and order guides.
Note: UPC numbers and product images will not be copied; users will need to update those fields manually.
Action: Add to Favorites
The Add to Favorites action enables users to quickly access items they wish to monitor closely.
After selecting the Add to Favorites action, the items can be easily located using the Quick Search widget.
Creating a New Item
Creating a New Item
- Click the New Item to create a new product.
- Fill in the required fields including commodity, name & base unit. (Highlighted in Red)
- After creating the product, the system will navigate the user to the item editor dashboard, where a pop-up notification confirms that "the product has been successfully created." From there, users can add any additional information they deem necessary for the item.
Accessing the Item Editor
Sourcing Tab
Double-clicking on an item navigates the user to the item editor Sourcing Tab, where they can view additional information within the scoreboards and widgets related to the item.
Item - Select an item to display the item highlights. Clicking on any metric will take the user to the item editor window related to that metric.
Prime Supplier - Clicking on an item PRIME SUPPLIER column will direct you to the Profile tab in the Item Editor, where you can find the prime supplier in the Item Details widget.
Suppliers - Clicking the quantity in the item's SUPPLIERS column will take you to the Suppliers scoreboard within the item editor Sourcing tab.
Order Guides - Clicking the quantity in the item's ORDER GUIDES column will take you to the Order Guides scoreboard within the item editor Sourcing tab.
Blanket POs - Clicking the quantity in the item's BLANKET POs column will take you to the Blanket Purchase Orders scoreboard within the item editor Sourcing tab.
Current Bids - Clicking the quantity in the item's CURRENT BIDS column will take you to the Bids scoreboard within the item editor Sourcing tab.