Denver Research

Personally, I have yet to figure out how to use Load or Save Inventory.  There are just an awful lot of fields that don't make any sense to me.

I've used "Import Products (older version)" from the start (more than 5 years ago), and find it pretty straightforward.  It seems that I need to create both a .txt and .csv file for whatever I want to import, but that's no big deal.  And I have to match up column labels to get the data into the right fields, but that's no big deal, either.  It works consistently and predictably for me. 

It made me a little nervous when it was given the "older version" label in v14.  I hope it's not being phased out or something - I'd be absolutely lost!

I remember having that happen after an import, when either the Department or Category were missing.

As Ronald said, each product has to have both a Department and a Category associated with it.  You can determine whether these are present by doing a few searches in the Product Control window.

First, do some searches by Department.  You should get a list of all your items within each Department you search in, and you should be able to find all of your items by going through all your Departments.

Then, do some searches by Category.  Similarly, you should see listings of all products within each of those Categories, and you should be able to see all your items after going through all your Categories.

Also do some searches using both a Department and a Category.  As above, you should be able to see all your items after trying all the combinations.  If there are any products you CAN'T find this way, they won't show up in your Sales window, either.

Hope that helps.

 

No.  I like the PO processing. 

  - I can print out the new PO to send to a vendor,
  - we can easily look up a PO to see if something has been ordered,
  - when we receive the order, the price stickers can all be printed automatically,
  - a permanent record of the order is maintained right within EZP for later reference

I've even started using PO's when a artist vendors come in with stuff - I can keep a running total on a PO while we're picking what we want, verify all the costs as the items are entered on the PO, print out a final copy of the PO for the vendor, print out all the price stickers with one click of the mouse, and adjust the inventory levels with another click. 

Plus, EZP keeps a searchable record of all our past PO's right in EZP if I want to look something up.

Of course, I don't want just anybody creating the PO's, but I do have the expectation of the employees "receiving" the PO.

I've used the "Adjust" function for other things, but it just doesn't seem to have the features that make PO's so easy to use.

Probably the one thing I miss about employees consistently not have access to the Manager screen is that they are now not able to Receive a PO ("Receive Order"). 

I'm guessing there must be some other way to access that function that I just haven't found.   But I sure don't think a person would need to have Manager access to check in an order.

Thank.s

Bob

I can see how an SKU would be location-specific for some things.  We have back-stock for some items for which they do have unique product #’s, and generate a cost-neutral PO to change them (i.e., their item #’s) from back-stock to “active” inventory. 

However, for items we sell on our website, I want to mirror the item #’s we use in our POS system.  We enter all online orders into the POS system, and it's by far easiest to use the same product numbers.  We use other means to differentiate online from in-store sales, and doing this allows us to keep all sales info AND inventory levels in a single database. 

What I need to do next, then, is allow our clerks to easily (i.e., without going to the website) identify what we offer online and whether we have it in stock.  I thought that adding the Location of "online" would be an easy way to do this.  I don't need to use more than one Location - the default store inventory is simply no Location, and a Location of “online" signifies a sub-set of that inventory.  I'd like to generate a report to show which items are in the "online" Location, for instance, but since the report is Supplier-specific rather than Location-specific, it's really not of any use. 

With using Location, we’d similarly benefit in being able to track those "back-stock" items I mentioned.  Besides them having unique item #’s, they’re also in separate Categories (5-6 of them), so report by Category requires multiple reports.  And I don’t want them in their own Department, since they’d be such a prominent part of the product grid in the Sales Window.  Currently, then, I have no way of creating a single report to identify/track them, either.

Sorry to go on at such length, but I'm not sure you could know what I'm trying to do without getting some detail. Is there a better way than "Location" to be able to look at these items?  Or could I pay for a custom report?  It would be worth it to me.

Thanks.

Bob

I agree with Courtwright that some way of connecting EZP with a website would be tremendous. 

I just took a look at WebGen again, and finally figured out that I could just hit the "preview" button.  Without any intervention or preparation for it on my part, I'm shocked to see how functional it is.

Ronald, I can imagine that it could be difficult to change WebGen much, and understand the issue of credit card changes making things complicated.  Then again, would another service that works something like Paypal - e.g., Stripe - be workable?   

The issue of not having inventory tracked for the website does make things challenging.  I've looked at a number of online POS systems that do all that and more, but you really have to pay a premium.  Though I can't claim to know much about what it would take on your part, it seems that there's enough "room" between what you're charging and what "they" are charging that it could be worth your while.

 

In the Product Control window, I often search by Supplier when I'm getting ready to place an order. 

I'm trying to create a more complete listing of what Suppliers I can actually get certain items from, but I'm finding that only Supplier #1 seems to be read for these searches - at least in Product Control.   

However, I noticed that Suppliers other than #1 DO show up in the Purchase Order window.

Maybe it's a personal thing, but I think it's easier to scan a lot of items in Product Control than in Purchase Order (or maybe it's just that I'm in Product Control much more often).  Is it intentional that Product Control doesn't do that?

Thanks

Bob