Handling the situation where one supplier buys out another supplier
STEPS…
- Did the Office Brands Product Import Task run without errors? Check it – Is it enabled? Scroll through it and look for any errors from the last run, check the last run date. Should be last night or whatever night the store elected it to run.
- Check the Product and Products (Extended) rules – the store may have this varied to a different name, filter out to show only enabled tasks for Product Import Destination of Product. Look at the tick box for Override Primary Supplier for both products and extended range product rules. *** If it is off for both products and extended range product rules, the store will need to run a Price Book Run.
- Check your product import audit to see if the appropriate products had their SupplierProductID updated (ask your head office for an example product if you want) e. search example New Value column for 12004CM if it appears, the task has run correctly based on the rules.
- Check to see if the suppliers have any outstanding balances on them. You should not merge suppliers if there are any outstanding balances on them. Once the outstanding balances are paid, then merge.
The merge of Supplier Cards IS NOT an automatic thing that happens with the office brands product import task
OFFICE BRANDS PRODUCT IMPORT TASK
(Navigation panel, Administration, Advanced, Tasks, search for and select task Office Brands Product Import)
Did the Office Brands Product Import Task run without errors?
Check the Log Entries on the right-hand side of the screen
Is it enabled? Check the Enabled tick box is ticked on the top right-hand side of the screen
Scroll through it and look for any errors from the last run, check the last run date. Should be last night or whatever night the store elected it to run.
PRODUCT IMPORT RULES
(Navigation panel, Administration, Product Import Rules)
Check the Product and Products (Extended) rules (left click on the rule and look at the right-hand side of the screen - the detail screen) – the store may have this varied to a different name, filter out to show only enabled tasks for Product Import Destination of Product
Look at the tick box for Override Primary Supplier for both products and extended range product rules.
If it is off for both products and extended range product rules, the store will need to run a Price Book Run.
Price Book Run to set the correct supplier as the Primary Product Supplier
Run a price book run using the below run set that you will need to create and select.
Navigation Panel > Inventory > Price Book Run
Click on the button New
Key in the name - update supplier from XXXXXX to ZZZZZZ
Click on the button Extract
Drop down the Price Book Run Set arrow on the field
click on Button New and set up the Price Book Run Set as follows:
- "Override Primary Supplier" is ticked (everything else can be unticked)
- Product Filters: Supplier = CUMSTA-example (i.e.the supplier you do not wish to keep as primary product supplier)
- Price Book Filters: Supplier Card ID = ACCAUS-example (i.e. the supplier you now want as the primary product supplier)
- Price Level Mappings: All unticked
- Match On: [Product ID] > [Product ID] only
Click on button Save and Close
Click on button OK
Once it has extracted, check the results and if you are happy with it, click on the button Post
If you are not happy with it, make the changes required and then Post or call Readysell for further help.
PRODUCT IMPORT AUDIT
Check your product import audit to see if the appropriate products had their SupplierProductID updated (ask your head office for an example product if you want)
I.e. search example New Value column for (choose a product that should have changed) if it appears, the task has run correctly based on the rules.
CHECK YOUR SUPPLIERS’ BALANCES OWING
If you do not want to see 2 suppliers on your product suppliers tab, (even with one archived if you so wish to manually do so), then you will need to merge your suppliers.
Check to see if the suppliers have any outstanding balances on them. You should not merge suppliers if there are any outstanding balances on them. Once the outstanding balances are paid, then merge.
- Navigation panel, Relationships, Cards
- Search for the supplier who bought the other supplier out, click on tab Status,
- click on sub tab Balances,
- check the Supplier Balances.
- The merge of Supplier Cards IS NOT an automatic thing that happens with the office brands product import task