Setting Up Item Attributes

Global item attributes you can configure for the item during its creation are presented in the table below.

Account item attributes you can configure for the item are presented in the table below.

The Tags section contains all tags available for the item.

For more information on managing item tags, see Item Tags.

In the Tags section, you can do the following:

• Specify values for all item tags from the Tags list.
• Switch to the Item Tags setup form by clicking the Item Tags Setup button.

Sales and retail settings you can configure for the item are presented in the table below:

To easily set up sales and retail prices for items, you can filter the list of locations by location tags. To do this, click the Filter Locations button and select check boxes next to locations that you want to display. You can also use the search field to find the necessary location tag. To discard the filter, click the Clear Selection icon on the right of the search field.

Sales and retail settings you can view and configure for the item are presented in the table below:

Retail Type	Retail Type Description
Last Sales Retails	The last retail price go for the item from the cash register for particular location. This field is not editable.
Last Sales Date	The date of the last item sale for the particular location. This field is not editable.
Current Retail	The current retail for this item for the particular location.
Fix Current Retail	Select this option in case you don't want to allow your cashiers changing item retail on the register.
Children Retail Summary	The value in this field displays the summary retail price for all children of the parent item if buying child items separately. This field is not editable.
Retail Source	The source of retail price from which it is obtained. Possible values: Value Description PG Price Group OM Operator Manual MM Manager Manual EM Executive Manual EU C-Store EDI System MS Master Station FX Fixed Retail CH: {Account Name} Price from distribution channel
Recommended Retail	The purchase price recommended by the head office account owner.
Recommended Retail Range	Minimum and maximum retail values for the item.
Profit	Current profit value. Calculating Formula: Profit = Item Cost - Item Retail. This field is recalculated each time the Current Retail is changed.
GPM	Current profit in percent calculated using Current Retails and Cost. This field is recalculated each time the Current Retail is changed.
Min Stock	The minimum number of items remaining in stock before they are automatically reordered.
Promotion Retail	A promotion retail price for the item.
For The Period	A period during which the promotion retail is active.
Remove from CR Database	This field displays the date of the item removal from the cash register.
Status	The item status: active or delisted.

To easily set up sales and retail prices for items, you can filter the list of locations by location tags. To do this, click the Filter Locations button and select check boxes next to locations that you want to display. You can also use the search field to find the necessary location tag. To discard the filter, click the Clear Selection icon on the right of the search field.

The Vendors section contains a list of vendors supplying the item. For each vendor, you can specify the following information:

The Vendors section is permission-based. It is available only to the users who have the Allow to edit Item's Vendor Information permission granted in CStoreOffice®. For more information on how to grant a permission to the user, see Roles and Permissions Management.

The Costs (Global) section allows you to set up the item cost for vendors in different locations at the global level. In this section, you can configure the following item settings:

The Costs (Global) section is permission-based. It is available only to the users who have the Allow to edit Item's Vendor Information permission granted in CStoreOffice®. For more information on how to grant a permission to the user, see Roles Management Permissions.

To set up costs for the item at the global level:

1. From the main PIM menu, go to Product Catalog > Items.
2. Find the item you need, select it and click the Edit button.
3. In the Item Attributes form, click Costs (Global).
4. In the list of available vendors, select the item's vendor for which you will set up the global costs.
5. In the Costs of vendor section, select the location for which you want to set up the global costs and double-click it.

   
   Result: The right menu with cost settings opens.

6. In the right menu:
1. In the Negotiated Cost section, set the following values, if needed:

• Current
• Upcoming
• Start Date

2. In the Promotion Unit Cost section, set the following values, if needed:

• Value
• Start Date
• End Date

Please note that the Promotion Unit Cost settings configured in this section are applied to the item only if the corresponding option is activated in the CStoreOffice® account settings. For more information, see Setting Up the Promotion Cost.

3. Select Primary Vendor, if you need to set the selected vendor as the primary vendor for the item on this location.
4. At the top right of the menu, click Done.

   

The Costs (Local) section allows you to set up the item cost for vendors in different locations at the local level. In this section, you can configure the following item settings:

The Costs (Local) section is permission-based. It is available only to the users who have the Allow to edit Item's Vendor Information permission granted in CStoreOffice®. For more information on how to grant a permission to the user, see Roles Management Permissions.

The Linked Items section displays the list of items linked to your item. You can view the following data on each linked item in the list:

• UPC: linked item UPC code.
• Receipt CR Description: linked item description that will appear on the receipt that the cash register prints.

You can perform the following actions in the Linked Items section:

Add linked items

To add a new item to the Linked Items list:

1. At the top right of the Linked Items list, click Add.
2. Select a linked item by UPC or receipt CR description:

• To select an item by UPC, in the search field, enter the UPC code or a part of it and select the necessary item in the list. Note that PIM automatically adds the check digit to the entered UPC code.
  
• To select an item by receipt CR description, in the search field, enter the item description printed on the receipt, or a part of the item description, and select the necessary item in the list.
  

2. At the top right of the linked items form, click the Add button.

   

In case the Add New button is not active, you have no linkable items available.
To make the item linkable, go to this item's editing form > Item Attributes section > Account Item Attributes subsection > select Make this item Linkable.

Remove Linked Items

To remove a linked item from the Linked Items list:

1. Hover the mouse over the linked item that you want to remove from the list.
   
2. On the right of the Receipt CR Description column for this item, click the delete icon.
   
3. At the top right of the item editing form, click the Save button.

   

In the Additional Attributes section, you can specify values for all attributes added additionally from the global item attributes to the account item attributes.

For more information on managing additional item attributes, see Additional Item Attributes.

In the Taxes section, for each location, you can apply taxes to items depending on the local taxation.

You can also set up taxes for items in bulk. For details, see Setting Up Taxes and Product Codes.

To set up taxes for a location in the Taxes section:

• If you want to save the taxes settings from the item's CR Department:

1. Select the Default from CR Department option for your location.
2. At the top right of the table, click Save.

• If you want to set up your own taxes strategy for an item for this particular location:

1. Clear the Default from CR Department option for this location.
2. Select the necessary check boxes in the No Taxes, Tax 1, Tax 2, Tax 3, Tax 4 columns.
3. At the top right of the form, click Save.

   

Make sure the taxes settings are configured properly in CStoreOffice®. For details, see the Setting Up Item Taxes section.

In the Product Code section, for each location, you can apply product codes to the items.

You can also set up product codes for your items in bulk. For details, see Setting Up Taxes and Product Codes.

To set up product codes for a location in the Product Code section:

• If you want to save the product code settings from the item's CR Department:

1. Select the Default from CR Department option for your location.
2. At the top right of the table, click Save.

• If you want to set up your own product code for an item for this particular location:

1. Clear the Default from CR Department option for this location.
2. In the Product Code field for this location, enter the item product code. Only numeric values are supported.
3. At the top right of the table, click Save.

   

Make sure the product codes settings are configured properly in CStoreOffice®. For details, see the Setting Up Item Product Codes section at CStoreOffice® > Price Book > Items in the Petrosoft Cloud Help.

This section is displayed in the Items form only for the car wash items.

In the Car Wash Settings section, you can set up the settings for your car wash item.

For details, see Working with Car Wash Items.

The operations with the item car wash settings are permission-based:

• To view the Car Wash Settings tab in the Items form, make sure the Allow users to view item CarWash tab on local level permission is granted to your user.
• To edit the item car wash settings in the Items form, make sure the Allow users to edit item CarWash tab on local level permission is granted to your user.
• To view edit car wash settings, make sure the Allow user to setup CarWash settings permission is granted to your user.

In the Item Taxonomy section, you can set up the association between the items and the following categories:

• NACS Category
• GPC (Global Product Classification) Category

To assign above categories to your item in the Item Taxonomy section, for each category, select the category and Sub category from the lists.

NACS and GPC categories and sub categories values are taken from CStoreOffice® relevant categories.