Quick Add of Non-Stock Items: Options and Security Setup

(Advanced Special Order users only)

To begin using the Quick Add of Non-Stock Items feature, the following options and security must be enabled or set up on your Eagle system.

System Option

The following system option must be enabled on your system.

ID# 1028 Special Orders Allowed in RPOS – this option must be set to A (advanced special orders).

In the Options Configuration window, verify that this option is set to A. To do this, click ID, type 1028, and press Enter. If the option is not set to A, contact Epicor Direct at 800-538-8597.

Application Options

Review and set up the following configuration options related to the application.

1.  Display the Options Configuration window.

2. Click ID. In the dialog that displays, in the Option ID field, type the option number from the list below, and click OK. Click in the Current Value column, and select the desired setting. Repeat this process for each option in the list below.

(ID# 8451) (Optional) Pricing Codes can be entered in Price field

(ID# 8452) (Optional) Display tool tip for pricing codes available in the price field

(ID# 8457) Default store group for Quick Add of Non-Stock items in POSThis option applies when using template SKUs in POS posting to add non-stock items to inventory, and also when adding non-stock items using the Sell button from a Catalog, including user-defined catalogs. The latter requires option 8717 "Add mode used when using Sell from catalog set to A or S.

This option determines what stores the "Add to Addt'l St" field in this dialog will default to.

Enter the store group code for the list of stores that you would like to have as the default. Note: The Add SKU function always adds this item to the current POS Header store, and you can add it to additional stores by entering those stores in the "Add to Addt'l St" field.
If you want the "Add to Addt'l St" field to default to all stores on the system, set this option to the store group code that contains every store on the system. If you want "Add to Addt'l St" to default to a specific subset of stores for each store, change the Domain ("Kept By") of this option to Store and for each store set this option to the store group code that represents the list of stores to add the special order item to.
Enter the store group with a leading G, within the range G1 to G999. If you leave this option blank, the "Add to Addt'l St" field defaults to the current POS Header store. You can override this default in the Add SKU dialog in POS to choose a specific store, All stores, or a store group.

To set up a store group, click Misc in Options Configuration and then click "Maintain Store Groups."

(ID# 8716) Prefix of template SKU used for trade-insUse this option to allow adding non-stock items in POS for items which are essentially being purchased from the customer as a trade-in. You’ll be adding this item to inventory (for inventory value and future resale) and posting it as a credit to the transaction.  A trade-in is typically taken in conjunction with the purchase of a newer model.    
Based on using template sku's in POS posting to add special order or non-stock items to inventory. Refer to online help topic "Quick Add of Non-Stock Items Overview" for more details. To add a an item to inventory and have it post in POS with both the Price and Cost set to the trade-in value use a template sku whose first 3 characters match the value entered in this option. Once the item has been added using the “Add SKU” dialog it will be displayed in the posting area with the Price and Cost fields populated with the item’s trade-in value. For example, set this option to TRA and add template SKU TRADE-IN.  In POS type in template sku TRADE-IN, press <Credit> and select Return. You’ll be asked to enter a price but just press Enter. The Add SKU dialog will come up. Enter the trade-in value in the Cost field leaving the Retail blank for the system to calculate based on the trade-in value and Desired GP% on the template trade-in SKU. Once added the item will display in the posting area with both the Cost and Price set to the trade-in value.  Press <Enter> to post the credit (or press <Credit> if it hadn’t been initially used when entering the trade-in sku).      
To effectively use this capability, Epicor recommends:
 *Select C (Cost) in option 9859 to ensure the clerk is required to enter the trade-in value in the Cost.
 *Bypass returns validation by entering the user code defined in options 8943 and 8944 on the trade-in template sku.
  *Enter a department in Option 1762 "Department used to track purchase of Trade-In".
Use of template sku’s requires option 1028 "Special Orders Allowed in RPOS" be set to A, "Advanced Order/Special Order."

(ID# 8717) Add mode used when using <Sell> from Catalog

(ID# 8718) Auto generate SKU when adding special order item to inventory from POS?This option applies when using a template SKU in POS/Order Entry to add a non-stock item to inventory, or when using the Sell button to add special order items from an electronic catalog (either vendor catalogs or user-defined catalogs created with the Catalog Import Tool).

Set this option to Y if you want the system to auto-generate the SKU to add the non-stock item to inventory. The format of the SKU is XXSSSOOOOOOLLL (XXOOOOOOLLL for single-store), where XX is the  prefix you enter in Option 8719 "Prefix to use in the system generated SKU," SSS is the Store where the customer sales order is created, OOOOOO is the sales order number, and LLL is the line number for that item on the sales order.  

Set this option to C if you want the system to auto-generate the SKU to add the non-stock item to inventory, except for items added from the catalog when using the <Sell> button. The system will auto generate the SKU using the same format as explained above, except for SKUs added from the catalog, which will use the catalog SKU number.

If you set this option to N, the item will be added with the SKU you enter into the 'add item' dialog.  
 

(ID#  8719) Prefix to use in the system generated SKUWhen adding a non-stock SKU to inventory, the system will use this prefix as the first two characters of the system-generated SKU. For example, you could set the prefix to SO, so that all SKUs with SO as the first two characters can be searched and recalled (i.e. in QuickRecall, the POS Order Viewer, the Order Detail Viewer, and the Inventory Viewer) by typing these first two digits in the SKU field.

This option only applies when Option 8718 "Auto generate the SKU when adding special order item to inventory from POS" is set to Yes or C (see option 8718 above for more information).

(ID# 8720) Special Order Template SKU for Adding Not in File items from CatalogEnter the special order template SKU you want the system to use when adding not-stock items from the catalog to POS. The SKU must be one of the template SKUs that you set up in Inventory Maintenance, via the Misc Menu option "Add special order template SKUs."
When using the <Sell> button in the Catalog, if the item is not already on file, this template SKU will be used as the base for adding an item to inventory. Catalog fields such as the price, cost, order multiple, units of measure, etc. will populate fields of the new SKU that are not populated in the template.

Also see related Option 8717 "Add mode used when using <Sell> from Catalog."
 

3. Click Change on the tool bar to save your selections.

Security

Assign the following security bits in Security Maintenance.

• Security bit 815 "Add special order items to inventory from POS"– This bit controls the ability to post a template SKU and thereby add a non-stock (i.e. special order) item to the inventory file from POS. When adding items from the catalog, this bit supersedes bit 600 "Add catalog item to inventory file from POS." In other words, the standard catalog dialog prevails, rather than the Quick Add dialog.

• Security Bit 599 "Ability to add a special order item or NIF SKU to a sale"– assign this bit if you want a clerk to be able to post a template SKU and go through the "quick add" process for a sale transaction.

• Security bit 699 "Allow special order items on an estimate"– assign this bit if you want a clerk to be able to post a template SKU and go through the "quick add" process for an estimate.

• Bit 700 "Allow special order items or NIF SKU to be added to an order”"– assign this bit if you want a clerk to be able to post a template SKU and go through the "quick add" process for an order.