How Office Brands catalogue loads and price book runs determine product units

Owned by John Nairn
Last updated: Feb 15, 2016

Setting price book units from OneX

The OneX data feed contains some units information that does not exist in Readysell. Readysell also contains some units information that does not exist in OneX. A mapping process runs to translate the data from OneX into Readysell product units in the price book

The OneX data feed from Office Brands contains four fields that relate to units:

  • Buy unit, being a text form description of the buy unit. The text defines the code to display but says nothing about the quantity of the unit
  • Sell unit, being a text form description of the sell unit. The text defines the code to display but says nothing about the quantity of the unit
  • RQ, being the number of sell units to each buy unit
  • MOQ, being the minimum order quantity in buy units

 

Readysell maps the OneX data feed into the price book as follows:

  • The sell unit code is set the the sell unit text from OneX
  • The sell unit quantity is set to 1
  • The OneX data feed may contain multiple alternate suppliers for each product. For each of those product suppliers
    • The default buy unit, default order unit and buy ship unit code is set to the buy unit text from OneX
    • The default buy unit quantity and the buy ship unit quantity is set to the RQ
    • The default order unit  is set to the RQ
    • (Note: Between Min 2015 to to February 2016, The default order unit quantity was is set to the MOQ times the RQ (the minimum order unit)
    • The minimum order quantity is set to the MOQ times the RQ. The MOQ from OneX is in Because the minimum order quantity in Readysell is expressed in each's.

 

Price book runs and catalogue loads

Price book runs, catalogue loads and automatic product data updates can read information about product units and apply them to the product file. All of those processes follow the rules below:

  • Unless a product is flagged to ignore sell price changes from the catalogue, sell prices and default sell unit may be updated
  • Unless a product is flagged to ignore cost and unit changes from the catalogue. The system searches all the price book product suppliers. For each price book product supplier:
    • If that product supplier does not currently exist for the product, the system adds a new product supplier
    • If that product supplier does exist for the product, on product supplier that matches the price book set:
      • the product cost price, default buy unit, default order unit and buy ship unit to be equal to the price book where required
  • Tip. Product supplier units and cost are not updated unless both supplier cardid on the supplier matches the price book. If you manually add product suppliers or if the cardid of your supplier does not match the cardid Office Brands expect, then cost and sell prices will never update for that product supplier. For example if you setup a supplier code as "ACC" and Office Brands use a supplier code of "ACCAUS". A new supplier of "ACCAUS" will be created on the product, but your origional product supplier of "ACC" may be the primary product supplier used by the system in purchasing etc. and the cost/units for your "ACC" product supplier will never be updated by Readysell. As a result it is important that your suppliers use the same supplier card id as Office Brands

Allowance for using product units other than the default product unit

  • Using flexible sell units while still updating cost and sell from Office Brands
    • Products contain a checkbox indicating that Office Brands allow multiple sell units for this product
    • Products also contain a checbox allowing you to make use of the multiple sell units feature while still allowing Office Brands data to update your cost and sell prices. If the check box indicating a product allows multiple sell units is on. You can set the checkbox to enable mutiple sell units. Then cost and sell prices will update but you will still be able to sell the product either by the larger unit such as box of 12 (12) with 12 each's per unit sold by by each(1) selling one unit for each sold
  • Using flexible sell units by blocking cost and sell updates from Office Brands
    • Set the ignore catalogue sell price and ignore catalog cost and units check boxs on a product to block cost and sell updates from Office Brands. You can then manually set any buy units, sell units, cost and sell prices you want. But you have to do the maintenance manually in future for that product.