General Tab

The general tab holds the most commonly used information about your product

Some of the fields can only be set when creating a new product and can never be modified.

What you will find on this page:

1 Dimensions
2 Mandatory Analysis Fields
- 2.1 Adding New Entries
3 Customs Information
4 LWIN Additional Information
5 User-Defined Analysis
6 Warehouse Stock Levels
- 6.1 Warehouse Stock Levels Field Explanation

Links to the other tabs on the product form:

Dimensions

This section contains the common dimensions of the product

Singles per Unit → Singles per Case → SPC
Units per Pallet → Cases per Pallet → CPP
Units per Layer → UPL
Single Size → SS - If it is not a liquid product then set this to 1
Weight → This is the gross weight of the case (product + packaging)
A.B.V. → Strength - This is the alcoholic % strength for the item.
Litres per Unit → LOL - derived field from the SPC x SS and can also be known as the net weight.
Single cm/Unit cm → To capture the dimensions of the product as a Single or a Unit.
Unit of Issue → this field has options but defaults to cases/bottles - this is reserved for future use

The SPC field can be modified only when there is no stock on the product, if you have landed stock it will be locked, this means that you can order from your supplier at 12 per case and when they confirm shipping they have actually shipped double the quantity in 6 per case, you would adjust the product and amend the purchase order to update the change.

Mandatory Analysis Fields

Product Analysis fields are usually set up when you take on the system, you can add to some of these tables (not the country table). When completing the fields you can either enter the code (if you know it) or use the F11/F12 search facility.

These fields are all used for other purposes within the system, including use on reporting within BI Enquiries where you can obtain very granular reports, so we use these fields for :

Customs purposes
Marketing
Reporting
Drinking Matrix (for wines)
Web site

The fields are all mandatory you must select one of the options when you setup a product

Adding New Entries

Create/Add section | Product Styles

Create/Add section | Product Types

Create/Add section | Product Group Maintenance

Create/Add section | Region Maintenance

Customs Information

The only fields you need to setup within this section are

Commodity Code - which will populate the product code type
Duty Code
VAT Code

All of these should be simple lookup options where you can either enter the code if known or use the F11/F12 functionality.

LWIN Additional Information

If you are performing an LWIN lookup for your product codes or descriptions a number of additional fields will be retrieved from LWIN and we place this information into these fields on the product form.

At present they are present for informational purposes only and they are not currently used within the system.

User-Defined Analysis

Additional analysis fields, if the mandatory fields are not enough then you can add additional analysis fields, these are shown on many of the BI Enquiry outputs along with web outputs

These can be set up through the additional analysis within maintenance and are completely user setup fields.

Warehouse Stock Levels

The information shown within this section will only show locations with stock. (e.g. Not 0/0)

Warehouse Stock Levels

Warehouse Stock Levels Field Explanation

Field	Explanations of the fields

Field	Explanations of the fields
On PO	How much stock is waiting to be delivered from outstanding purchase orders.
In Stock	This is the actual stock in the warehouse, so it is the physical stock and it is what we use to balance the stocks with the warehouse during the snapshot processing.
Frozen	This column will show the number of stock frozen for the product in each warehouse.
Trading Reserve	Customer paid reserves where the customer is offering their stock for trade.
Non Trading Reserve	Customer paid reserves where the customer is only storing the stock.
Unpaid Reserves	This shows stock which has been reserved for customers, these reserves as UNPAID and are considered soft reservations, because in theory you could provide the stocks to others as long as you know you will restock in time to fulfill this promise.
On SO	All orders which are not held or allocated.
SO Held	All orders which are held and not allocated.
Allocated	Allocation of orders is the commitment of that stock for an order you plan to fulfil, this also means that orders in allocated are with the warehouse awaiting picking and also will be showing in the Deliver Orders window in the Sales menu. Once you Deliver the order the order is complete and the stock is removed from the in stock figure.
Available	From your commitments this will be the available stock you have available to you. Within the main warehouse you are over committed by 5 singles, this is because the system will allow you to take orders for stock, it does warn you of this when placing the order and you will only be able to commit (allocate) 1 single to any of the outstanding orders. From In Stock it will deduct frozen, paid reserves which are not marked as trading paid reserves, unpaid reserves, on SO, SO Held, allocated
EP PO	The EP (Advanced Orders) allows you to pre-buy stocks in advance of them becoming available and in stock, by using this type of order you can then sell these stocks in advance of them arriving.
EP SO	The information is shown on the screen to highlight what EPPO and EPSO you have outstanding and what you technically can still sell, and as those parcels of stock arrive into the warehouse the figures move from EPPO into the main stock figures.
Order Available	This is what you will be able to use on the order after taking into account all the other fields, its a calculated field. This will normally be BLUE coloured, but will display in yellow when you have an unpaid reserve for this stock as technically you can provide the order available stock but you would compromise your unpaid reserve promises.
Team Available	This column gives the Sales Team Apportionment for the selected product. Click here to learn more about it → Sales Team Apportionment . If you are not being able to view this column, please set up the following: 1. Go to Admin → Access Management. Click the icon to open it. 2. Click the button with three dots(…) on the right side of your user line. This will open the User Maintenance screen. 3. Select a Sales Team from the given dropdown field. 4. Save changes in Access Management screen. Now the column ‘Team Available’ will be visible for the user.