To assign customer/vendor-specific part numbers
and locations to products:If you use normal replenishment, populate count data for products you maintain with Palm RDC at customer consignment or non-consignment locations.
Assign the following for each product to be maintained at a customer location.
Product description – The product description in the Eclipse Product file.
Customer or vendor part number – Assign a customer or vendor part number to products to cross-reference the customer's product numbering scheme with part numbers assigned on your system. When assigning more than one customer or vendor part number to a product, each number can have its own pricing formula, comments, and so forth to apply to the product. You cannot assign the same part number to more than one product.
Note: You can use the User-Defined Customer Part # Entry utility to upload customer or vendor part numbers from a spreadsheet or text file.
Product locations at customer site – Create bar code labels for scanning customer product locations during counting.
To assign customer/vendor-specific part numbers
and locations to products:
From the Files menu, select Customer to display the Customer Maintenance screen.
In the Customer/New field, enter the ID for the customer whose parameters you need to set.
Use the Part # hot key to display the Customer / Vendor Specific Part Numbers screen.
The Customer / Vendor Specific Part Numbers screen displays with the Location view.
In the Product Description field, enter the product for which to set part numbers and locations.
In the Customer/Vendor Part # field, enter one of the following:
|
Enter |
Function |
|
Customer part numbers |
Assign a customer or vendor part number instead of the Eclipse Product ID. Customer/vendor part numbers appear on transactions with the line item comment "Your # customer/vendor part number." |
|
An at sign (@) |
The system assigns a part number for the customer by appending the product ID to the @ sign. You must print bar code labels specifically for this customer part number. |
In the Location field, enter the customer's product location.
Repeat for other products, as needed.
Press Esc to save changes and exit the screen.
For each product to be maintained at a customer location, assign the following:
Minimum stocking level – Define the minimum stocking level for a product at a customer location. Depending on settings, the system creates orders for products when their quantity dips below the minimum stocking level.
Maximum stocking level – Define the maximum stocking level for a product at a customer location. Depending on settings, the system creates orders for products in order to bring quantity back up to the maximum stocking level.
To assign minimum and maximum stocking levels
to products:
From the Files menu, select Customer to display the Customer Maintenance screen.
In the Customer/New field, enter the ID for the customer whose parameters you need to set.
Use the Part # hot key to display the Customer / Vendor Specific Part Numbers screen.
The Customer / Vendor Specific Part Numbers screen displays with the Location view.
In the Product Description field, select the product for which to set stocking levels.
Use the View hot key and select Min/Max to display the Min/Max view.
Complete the following fields:
|
Field |
Description |
|
Min |
The minimum quantity to stock at the customer location. If the on-hand quantity at the customer location falls below the minimum quantity, the system orders the product back to its maximum quantity. Note: This quantity is only used by remote data collection programs. |
|
Max |
The maximum quantity to stock at the customer location. If the on-hand quantity at the customer location falls below the minimum quantity, the system orders the product back to its maximum quantity. Note: This quantity is only used by remote data collection programs. |
Note: The Level field displays the previous on-hand quantity when the last count data was uploaded.
Repeat for other products, as needed.
Press Esc to save level settings and exit the screen.
See Also:
Product Replenishment Setup for Palm RDC Overview
Identifying Auto Replenishment Products to Count
Entering Customer/Vendor Specific Part Numbers