Copying Inventory Records Between Stores

Use COPYRECS to copy Inventory records that exist in one store to another store where they do not currently exist (use Copyfields to copy individual store specific fields from one store to another).

The COPYRECS function allows you to copy many fields and have great flexibility in copying. The flexibility is most helpful in the types of fields in which you can copy the ranges of items you select to copy. By default, it will have almost all the optional fields selected, but you can deselect specific fields or record types to copy. You can queue COPYRECS to run in an end-of-day or end -of-month queue.

Using the COPYRECS Application

  1. To use the COPYRECS function, you need to make sure that Security Bit 853 is set to Yes. This Security Bit allows you to use both the COPYRECS and Copyfields functions.

  2. From the Eagle Browser, click Reports Menu, then Inventory Reports.

  3. Click Copy Records from Store to Store. The Copy Records window displays.

  4. Click Options. The following window displays.

  1. In the Copy From Store field, select  the store from which you will copy records.

  2. In the To field, select the store to which you will copy records. Or, you can select ALL to copy supporting files (not inventory records) from the From store to all other stores.

  3. In the Options field, all options are selected by default. If you do not want to copy discontinued items and store closeout items, click to deselect.

  4. In the Copy Supporting Files field, all options are selected by default. The following records can be added to a store (or to all stores if you selected ALL in the To field):

By selecting these fields to be copied to the new store, you will greatly reduce the potential of items not being added to the new store because these records were missing.  If you do not want to add any records, click to deselect.

Running COPYRECS to copy supporting files will also copy the inventory items in the ‘from’ store to the ‘to’ store. So, be sure to use the proper from/to’s and code exclusions as necessary.

  1. Click Stocking. The following window displays.

  1. In the Stocking Options field, all options are selected by default. If you do not want to add any of the following fields, click to deselect:

  2. Copy Location

  3. Copy Location 2

  4. Copy Location 3

  5. Copy Secondary Vendor

  6. Copy Vendor Stock Number

  7. Copy PO Season

  8. Copy Number of Bin Labels

  9. Copy Min # of Stc Pkgs

  10. Copy New Order Qty

  11. Copy Fixed Order Qty

  1. In the Order Point Options field, you can select one of the following options.

  1. In the Sales/Promo History field, you can copy over monthly sales units and promo units to assist with future projections and order point calculations. All options are selected by default.

  2. Click Pricing/Codes. The following window displays. The information on this window is from the Inventory Maintenance window Pricing Codes tab.

  1. In the Pricing Options field, you can select the following:

  2. Copy Average Cost

  3. Copy Promotion Price/Promo Sales Code

  4. Copy Pricing

  5. Copy Last Cost

  6. Copy POS Sellable

  7. Copy Tax Exempt Category

  8. Copy Consumer Info Code

Note: Most commonly selected options would be to not select A or M, but to select P if the system is set to keep prices the same. If the system is set with the option to keep prices the same in all stores, the option P will have no effect.

  1. In the Codes Options field, you will see some of the store specific fields found on the Inventory Maintenance window Codes tab. You can select the following fields to copy:

  2. Amount of Purchase History

  3. Vendor Backorder

  4. Taxable

  5.  Keep Sales History

  6. Lot Item

  7. Loading Required

  8. Count Promo Sales

  9. Keep Promo History

  10. Store Closeout

  11. ROP Protect

  12. Special Record

  13. Tax Code

  14. Popularity Code

  15. Keep Stock Info

  16. Keep Prices

All of these fields are selected by default;  if you do not want to add any of the following fields, click to deselect. If deselected, they will default to the values that are defined on the Options Configuration window (Function MIC).
 

Note: Selecting or deselecting some of these fields can have some unexpected results. For example, if you copy over the code for Lot Items, but do not define any lots for the new store. Also, selecting Store Closeout, but having chosen not to copy these on the Options tab will cause you to not have any records flagged this way. Tax code could also present you with challenges if you are using line item tax codes by store.

  1. In the More Codes field,  you can select the following fields that are found on the Inventory Maintenance window Codes tab. All fields are selected by default.

  2. Prompt for Transfer

  3. Tally

  4. Tint Cost / Flat Fee

  5. Hazardous Item Code

  6. Harmonized System Code

  7. WIC Code

  8. Restricted Hours

  9. Special Fee Code

  10. Weighable?

  1. In the Additional Flags field, you will see some of the fields that you can access with the Additional Codes Flags hyperlink on the Inventory Maintenance window Codes tab. You can select the following fields:

  2. Fixed Price Indicator

  3. Level Price Override (Ace Specific)

  4. Special Order SKU

  1. Click From/To. The following window displays.

  1. Select the ranges you want in the following fields:

  2. Department

  3. Prime Vendor

  4. Class

  5. Manufacturer

  6. Fineline

  7. Location

  1. Click Code Selection. Fill in the desired fields to include or exclude groups of items.

  1. Click Run.

Related Topics

Copying Inventory Fields Between Stores

Maintaining Item Information in Inventory Maintenance