A major challenge facing computer users today is how to organize large quantities of raw data into useful information. For example, finding the right item among thousands of SKU’s might be a challenge for many distributors. Alpha search by description, lookup names, and hierarchical groupings, like category and sub-category, have all been tools used with varying degrees of success. Modern data bases provide word indexing capabilities that allow searches by key words, even if the people setting up the items are not always consistent in the sequence of the description.
Infor10 Distribution Business (SX.enterprise) provides these options too, but there is an additional option in SX.enterprise for organizing items that you may not be familiar with: the product list. Product list setup (ICSPL) is found on the IC Setup menu. Before we look at the maintenance of product lists, let’s look at a few of the ways they can be used.
In the Shopping View in SX.enterprise order entry, the items listed on the shopping list may come from a product list.
The Shopping List is a nice tool to use when processing telephone orders. You can bring up a list of items and review it with the customer including the current price, the last price, and quantities the customer had previously ordered. You can then easily navigate through the list to enter the quantities the customer wants to order this time around.
There are a number of choices for populating the items displayed on the shopping list, including Past Sales and Promotional items. For some customers, the product list might be one of the best methods for them to use.
To illustrate, we set up a simple list of Tap Extensions and produced the list below.
If necessary, we can narrow this list by using the key word search in combination with the product list. For example, by specifying the key word “Tapper”, we can shorten the list as shown below.
By devising lists based on groupings or types of items that your customers may be frequently looking for, you can display similar items together. You can discuss the options, prices and quantities available with the customer at one time. Not only is this a great tool; it’s easy to set up! In ICSPL you define the category or group (“type”) as we did for the group “Grinders & Accessories” in the example below; then start adding items. (Note the fields “Quantity”, “Min Count Quantity”, and “Bin Location”. The Product List has multiple purposes, and these fields are used for some of those. For the purposes of the Shopping List, none of these other fields are required.)
In fact, E&A supports several SX.enterprise end users who process the majority of their order entry transactions from the Shopping view using Product Lists. If you are seeking new ways to enhance your order entry work flow, you might consider using this feature, too.
Scott Fisher is a Business Manager specializing in SX.enterprise. He can be reached at 217.546.7225.
Blake Cunningham discusses how the supersede item process has been enhanced in the new 6.1 release of Infor10 Distribution (SX.enterprise). Some of you might be asking, “what is a supersede?” A supersede is a relationship between two items where item A (supersede item) replaces item B (superseded item). The superseded item (B) could be an old or obsolete item that the vendor is replacing with the supersede item (A), or simply an item that your company will no longer be carrying and want to replace it with a new product.
To read the full story, login to the E&A Forum.
Did you know that tools are available in Infor10 Distribution Business (SX.enterprise) to make updating budgets a little easier for you? These include handy programs to help you Setup, Maintain and Print budget information.
The budgets in SX are stored by account number. You really don’t need to create a budget for each individual account; simply set the budget amount for one account within the subtotal range on your Income Statement.
In GLSB, when you select “NEW”, the screen pictured above will appear. Notice the budgets are stored by YEAR and REVISION NUMBER. SX can maintain up to 99 different budget revisions for the year. Once a certain revision is finalized, you can lock it down so it doesn’t get changed.
After clicking OK, the G/L Setup Budget Accounts screen appears. It allows you to input the budget amounts for each period.
To view the full article, visit the E&A Forum at www.earnestassoc.com/forum.
Earnest & Associates (E&A) has announced that Atlantic IM & Export Corporation of Branchburg, New Jersey has purchased Infor10 Distribution Business (SX.enterprise) including the TWL warehouse management and Infor Storefront e-commerce modules from E&A for 10 computer users.
Atlantic IM is a manufacturer’s representative and stocking warehouse distributor for European original equipment suppliers to the automotive aftermarket throughout the NAFTA region.
About Infor10 Distribution Business (SX.enterprise)
Infor10 Distribution Business is an advanced ERP solution for distributors that includes tools for supply chain management, financial management, performance management and supplier relationship management. Learn more about Infor10 Distribution Business.
E&A is a leading Infor channel partner supporting more than 300 customers across the U.S. To learn more about E&A, visit www.earnestassoc.com.
The Infor Advanced Mobile webcast was recorded on November 10, 2011, and was presented by Krista Karle of Infor with Randy Starr and Eric Reaves of Blue Dot.
Using Infor Advanced Mobile with pre-built out-of-the-box configurations and integrations for Mobile Order and Inventory Management plus Mobile Delivery can generate substantial short and long-term savings. Both applications support batch and wireless synchronization. View the webcast to learn how Infor Advanced Mobile helps you leverage your Infor ERP investment and deliver a positive impact on your bottom line. Infor customers have achieved a payback period in less than 12 months!
See how your company can:
NOTE: The WebEx Player is required to view the recording. Click here to download the WebEx .WRF player.