Managing Items

Creating New Item

To create a new item in PIM, follow the steps:

Go to Product Catalog > Items.
Result: The Items list opens.
At the top right of the Items list, click the Add New button.

Result: The Create form opens.
In the Create form, do the following:
In the Item Attributes section, specify the following item attributes:
Global Item Attributes
How to specify values for Global Item Attributes
- In the Item Description field, enter the detailed item's description. This field is required.
- Enter the item's code that you use in your store.
  The UPC-A code is required for pushing your item to a cash register and to accept it by the cash register database.
  In case no item's code is specified, the system will generate the UPC-A code automatically.
For more details, see Global Item Attributes.
Account Item Attributes
How to specify values for Account item Attributes
- Make sure the Receipt CR Description field is already filled in and the CR description, if needed. This field is filled in automatically with the value from the Item Description field (see the Global Item Attributes section). This field is required.
- Select a category and a CR department for your item.
  The Category and CR Department fields together with the Receipt CR Description field and the UPC-A field (see the Global Item Attributes section) are required for pushing your item to a cash register and to accept it by the cash register database.
- (Optional) Specify a price group, promo group and other fields for your item, if needed.
At the top right of the Create form, click the Create button.
Result: Your item is created and saved into the system with the defined global and account item attributes. GTIN is assigned automatically to the item.

(Optional) Specify the following item settings, if needed:

To...	Do the following:
Specify the item's description and/or receipt cash register description in other languages.	Go to the Item Attributes section > Global Item Attributes or Account Item Attributes, and then in the Item Description or Receipt CR Description field correspondingly, click the globe icon. How to Specify Item and Receipt CR Description in Other Languages To the right of the Item Description field, click the globe icon. Result: The Item Description form opens on the right of the page. The procedure for adding receipt CR description is the same. Just click the globe icon at the right of the Receipt CR Description field. In the Item Description form, do the following: At the top right of the form, click the Add button. In the Select Language list, select the language for the item's description from the list of available languages. The following languages are now supported: English French Spanish Philippine Portuguese Russian In the field on the right of the Select Language list, enter the items' description in the selected language. Repeat steps from a to c for each language you need from the list of available languages. At the top right of the Item Description form, click the Save button.
Specify values for the additional item attributes, if any.	Go to the Additional Attributes section. How to specify values for additional item attributes Find the additional attribute whose value you want to specify for your item. In the Value column for the found attribute, click the field and then enter the attribute value. For more details, see Additional Attributes.
Specify the tags values for your item.	Go to the Tags section. How to specify values for item tags Find the tag that you want to assign to the item. Click the Value field for the tag. In the Tag list, select the check box next to the tag that you want to assign to the item. For more details, see Tags.
Specify the item retail values for each location, you need.	Go to the Sales and Retail section. How to specify item retail prices Double-click the location you need. Result: The item prices setup form opens on the right of the page. In the item prices setup form, for each price you need and for the item status, specify the following values: Current - current value Upcoming - future value starting from the specified period At the top right of the item prices setup form, click Done. Result: The item prices and status are specified for the selected location. For more details, see Sales and Retail.
Specify the data for the vendor supplying this item.	Go to the Purchases & Cost section. How to specify vendor data At the top right of the Purchases and Cost section, click Add. In the Vendor list, select the item's vendor. In the VIN column, enter the item's number for this vendor. In the Unit in Case column, enter the quantity of the item in the packing. At the top of the Vendor form, click the Save button.
Add linked items to your item.	Go to the Linked Items section.

At the top right of the Create Item form, click the Save button.

Please note that the information about when and by whom the item was created is recorded into the system and can be always checked in the Items list in the Created at and Created by fields correspondingly. For more information on how to display these fields in the Items list, see Selecting Fields to Show.

Editing Item

To edit existing item in PIM, follow the steps:

Go to Product Catalog > Items.
Result: The Items list opens.
In the Items list, find the item you want to edit. Use search, if needed.
Select the found item and then click Edit.
Make updates in all sections you need. For more information on item attributes description, see Setting Up Item Attributes.
At the top right of the item editing form, click Save.

Deleting Item

The deleting items feature is permission-based. To delete the items, make sure the Allow users to delete items permission is granted to your user.

To delete existing item in PIM, follow the steps:

Go to Product Catalog > Items.
Result: The Items list opens.
In the Items list, find the item you want to edit. Use search, if needed.
Select the found item and then click Delete.
In the confirmation window, click Yes.

Marking Items as Inactive

When you create a new item, the item is in the Active state by default. If necessary, you can mark the item as inactive. For example, you can mark an item as inactive if you need to provide additional information for the item and do not want the item to be displayed in the items list for some time.

PIM treats changes in the item state in the following way:

If the manager marks an item as inactive in the head office, these changes are propagated to branch offices. The item is activated in all sites.
If the manager marks an inactive item as active in the head office, these changes are not propagated to branch offices. The item is marked as active in the head office only.

To mark an item as inactive, follow the steps:

Go to Product Catalog > Items.
Result: The Items list opens.
In the Items list, find the item you want to mark as inactive. Use search if needed.
Select the found item and then click Edit.
In the left menu of the Item form, select Item Attributes.
In the Account Item Attributes section, select the Inactive check box.
At the top right corner of the form, click the Save button.
In the confirmation window, click Yes.

Working with Item Form

To set up data for an item in PIM, use the Item form. The Item form is a central area where you can configure all the necessary item settings:

Specify item attributes at the global and account level
Set up additional attributes for the item
Assign tags to the item
Set up sales and retail information for the item
Specify purchases and costs data
Link other items to the primary item

For more details, see Setting Up Item Attributes.

To access the Item form, follow the steps:

Go to Product Catalog > Items.
In the items list, use the Find tool to find the necessary item.
Select the item and click View to view the item settings or Edit to edit the item settings.

The item settings are presented in a set of sections under the Item Forms list. To access a specific section, click a corresponding tab in the left menu. For example, to assign tags to the item, click Tags.

The Item forms menu can be collapsed to provide you with more area for editing item settings. To collapse the Items forms menu, click the < icon at the top right of the list. To expand the list back, click the > icon at the bottom of the list.

When you update some settings on the Item form, PIM displays the number over the tab on which settings have been changed. The number defines the number of updates made in the corresponding section. When you have finished configuring the settings, you can save the results in one of the following ways:

To save the changes that have been made in the currently opened section of the Item form, at the top of the section, click the Save button.
To save the changes that have been made in all sections of the Item form, at the top of the Item form, click the Save All Changes button.