Setting Up Classes

Departments, classes, and finelines allow you to group your inventory items into categories. Classes are the next most general grouping after departments.

You can create your own class coding scheme, use your primary vendor's class codes, or use a combination of both. If you are installing the system and are using a FastStart tape to load inventory, the class codes may be included on the tape and loaded from the tape.

Click one of the following to take you to the procedure steps:

• Setup for Multistore users

• Adding new classes.

• Modifying existing classes.

• Deleting classes.

Setup for Multistore Users

To make setting up classes easier, set up option 2005 "Store specific fields to copy to all stores when Change pressed in MCL" in Options Configuration. Place a checkmark by each of the fields in this list that you would like to keep the same for all stores in Class Maintenance (MCL) when <Change> is pressed (regardless of how security bit 12 is set).

When you press <Change> in MCL,  the system copies the fields you have selected in this option to all stores.

Note:

• The field Exclude from Points Calculation is only relevant when option 9061 is set to Yes.

• The field Trip Point Multiplier is only relevant when options 9069 is set to Yes.

Adding Classes

1. Display the Class Maintenance window.

2. In the Class box, type the class code. In the Class Name box, type the class name.

   For a definition of each field, click here.

3. (Optional) Enter a value in the following fields:

4. GP%

   This is the gross profit you want to make on this class.  For example, if you want to make a gross profit of 35%, enter 35.

   If you leave this field blank when adding or changing classes, the system enters the Minimum Gross Profit % from Options Configuration (or Function MIC).

   When adding a new item in Inventory Maintenance, if you leave the Desired Gross Profit field blank, the system uses the gross profit entered here.

   This field is numeric. You can enter up to four numbers plus a decimal point.  For example, 99.99.

5. Square Feet

   Enter the total square feet that this class occupies.

   This field is numeric. You can enter up to five numbers.

6. Linear Feet

   Enter the total lineal feet that this class occupies. This field is numeric. You can enter up to five numbers.

7. Web

   (iNet users only)

   If you want to block the items in a particular class from being viewed in the iNet applications, enter an N in this field in the Class Maintenance window. Otherwise, leave the default of Y.

8. Location

   This is the default location of items in this class.  For example, if most items in this class are in location 12A, enter 12A in this field.

   When adding a new item in Inventory Maintenance, if you leave the Location field blank, the system uses the location entered here.

4. Multistore: Check the Store field. From the list, you can select a specific store or all stores (ALL). Select ALL to add the class to all the stores set up on your system.

5. Click Add.

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Modifying Classes

1. Display the Class Maintenance window.

2. In the Class box, type the class code. Or, select the code from the list.

   For a definition of each field, click here.

3. Multistore: Check the Store field. From the list, you can only select a single store when modifying class information.

4. Enter the information in the fields you want to modify.

5. Click Change.

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Deleting Classes

Note: you shouldn't delete a class that still has items assigned to it. Reassign the items to another class first.

1. Display the Class Maintenance window.

2. In the Class box, type the class code. Or, select the code from the list.

   For a definition of each field, click here.

3. Multistore: Check the Store field. From the list, you can select a specific store or all stores (ALL). Select ALL to delete the class in all the stores in which the class is set up.

4. Click Delete. Click Yes.

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