By default, the Sales and Retail tab lets you manage item data individually for every location. If necessary, you can manage item data for locations grouped by tags. This option can be helpful if you use tags to categorize locations in CStoreOffice®. In this case, you can view and set up prices for a group of locations having the same tag at once.
To work with sales and retail prices at the location tags level, you can perform the following actions:
- Switch to the Subtotal by Tag mode
- Analyze prices in locations grouped by tags
- Analyze item status in locations grouped by tags
- Set up prices at the location tags level
Switching to Subtotal by Tag Mode
If you want to present sales and retail prices at the location tags level, you need to switch to the Subtotal by Tag mode.
To switch to the Subtotal by Tag mode, follow the steps:
- Go to Product Catalog > Items.
- In the items list, select the necessary item and click Edit.
- Click the Sales and Retail tab.
- At the top right corner of the Sales and Retail view, click Advanced Filter.
- In the filter pane, select one of the following options:
- Filter by Location Tags: Select the check boxes next to location tags by which locations must be filtered.
- Group by Location Tag: Select the location tag by which locations must be grouped.
- At the top right corner of the filter pane, click Done to apply the filter.
Result: Locations on the Sales and Retail tab are grouped by the selected root tag.
Analyzing Prices in Locations Grouped by Tags
In the Subtotal by Tag mode, price data is presented for location tags, not for individual locations. For example, if you select to display price data for locations grouped by the Provinces tag, PIM will present prices for different provinces and territories.
A location tag is assigned to multiple locations, and an item can have different prices in these locations. For this reason, when you switch to the Subtotal by Tag mode, PIM checks the Recommended Retail field for locations grouped by tags. During the check, PIM analyzes price values for locations at the lowest level of the tag hierarchy and compares them. Depending on the obtained results, PIM displays price data in the following way:
- If the recommended retail prices for locations are the same, the price value at the tag level is marked black.
- If the recommended retail prices for locations are not the same, PIM determines the most popular price and displays this price marked red at the tag level.
- If the recommended retail prices for all locations are different, PIM displays the All different! value marked red at the tag level.
Warnings about different prices are propagated to upper levels of the tags hierarchy. For example, if the tags hierarchy has two levels and different prices are detected at the lowest level, warnings about different prices are displayed at both levels of the tag hierarchy.
Analyzing Item Status in Locations Grouped by Tags
In the Subtotal by Tag mode, you can view the current item status for locations groped by tags. You can use this option to quickly identify what status the item has in a group of locations. For example, you can check if the item is active in all locations having the same territory tag.
A location tag is assigned to multiple locations, and an item can have different statuses in these locations. For this reason, when you switch to the Subtotal by Tag mode, PIM checks the Status field for locations grouped by tags. During the check, PIM analyzes the item status values for all locations. Depending on the obtained results, PIM displays item statuses at the tags level in the following way:
- If the item statuses for locations are the same, the status at the tag level is marked green.
- If the item statuses for locations are not the same, PIM determines the most popular status and displays this status marked red at the tag level. Next to this status, PIM displays a warning icon.
- If the number of active statuses is equal to the number of inactive statuses, PIM displays the All different! value marked red at the tag level. Next to the value, PIM displays a warning icon.
Warnings about different statuses are propagated to upper levels of the tags hierarchy. For example, if the item has the Delisted status in most locations, the Delisted value will be displayed at the root tag level.
Setting Up Prices at Location Tags Level
You can set up sales and retail prices at the location tags level. In this case, the specified price value is applied to all locations to which a certain tag is assigned.
To specify prices at the location tags level, follow the steps:
- Go to Product Catalog > Items.
- In the items list, select the necessary item and click Edit.
- Click the Sales and Retail tab.
- At the top right corner of the Sales and Retail view, set the Subtotal by Tag toggle to the On position.
- Click the Group By Tag button and select the check box next to the root tag by which you want to group locations. You can select only one tag at once.
- Double-click the row of the necessary tag.
- In the displayed window, specify the following parameters:
- Recommended Retail - the purchase price recommended by the account owner.
- Apply Recommended Retail - select this option if you want to forbid the recommended retail price change at the locations to which the tag is assigned.
- Min Retail: The least possible retail price value for locations to which the tag is assigned.
- Max Retail: The greatest possible retail price value for locations to which the tag is assigned.
- Negotiated Cost: The originally agreed price with the vendor.
- At the top of the window, click Done to save the changes.
