Creating variable pallet styles

Creating variable pallet styles

Creating variable pallet styles

Introduction

Some trading partners will use one SKU number that actually represents a random assortment of styles. This wiki explains how to create variable pallet styles for use in order entry.
 
Note: This program is an optional feature. For more information regarding the installation of this module, please contact Jonar.

Setting up a variable pallet style

To set up a regular "Pallet" style, in the JAS main menu, go to:

  • Style menu
  • Maintenance
  • Add/change

Create a new style or modify an existing style that will represent the pallet style.


Enter P besides 'Pallet'. This will register the style as a pallet style.

If this style will be the main pallet style SKU that the user wants to build the variable pallet lines, select the check box 'Variable'. This will register the style as a variable pallet style.

Select 'Update' to accept these settings.



Order entry of a variable pallet style

In the JAS main menu, go to:

  • Orders
  • Processing
  • Add Orders


Enter the customer account information.
Select lines.

Users will be brought to the standard order line entry screen.

Select the variable pallet style.

  • Enter in the total units that are being booked that will make up that pallet style.
  • Make sure that the selling price that is entered is the total selling price for that pallet.
  • Click on the "Enter" button on your keyboard.


The 'Variable Pallet Entry' selection screen will appear.
The pallet units entered will display. In this example, there were 30 units entered on the order line entry screen.
The current total units entered will display. As no lines or units have been selected, the entered amount should be 0.
Click on the "Add" button.


A browse screen will display a list of all the JAS style/colors.

  • Select the individual styles that will be used to make up the variable pallet.
  • Once all of the individual style colors have been selected, click on the"Proceed" button.


The selected styles will be updated in the variable pallet grid.
Enter the quantities for each of the styles by size.
The Entered Quantity field will sum up the units as each booked amount is entered.
Once all of the units are entered, click on the "Proceed" button.


After clicking proceed, if the pallet quantity does not equal the entered quantity a warning message will appear:

"Total on pallet does not equal total entered,continue?  "No" or "Yes".

If the units entered is incorrect, click on "No":

  • Select the component line with the incorrect quantities and adjust the amount entered.
  • Click on "Proceed" to return to the standard JAS order line entry screen.

If the quantities entered are correct, select the "Yes"  option.

NB. You will need to modify the units on the pallet style on the order line screen to match the units for the pallet style with the entered amount.



The user will be returned to the standard order line entry screen.
Continue entering the order as usual.
N.B. There is no limitation on the number of variable pallets that are allowed on a single order.
Once the order is completed, click on the "Finish adding" button and then "Back to header".


Click on the "Update" button to get the order number.



To modify a variable pallet order

In the JAS main menu, go to:


Enter the order number.
Select "Proceed".


Select "lines".


Select the main variable pallet style.
Select modify.
Click on the "Enter" button on the keyboard to access the variable pallet grid.


The variable pallet entry grid will appear.

  • Click on the "Add" button to add more component lines or
  • Click on the component line on the grid to modify the quantities.
  • Click on the "Proceed" button once all of the modifications are complete.


To cancel a component line for the pallet style:
  1. Select the pallet style and click the modify button.
The grid will display.
  1. Select the component line to be deleted.
  2. Set the line quantities to zero in each size bucket.
  3. Click on the Proceed button.
  4. The system will interpret this zeroed out line as being deleted and will remove the line from the order.




The user will be brought back to the order line screen.

Click on "Back to Header".

The modification will be saved.



Click on "Exit" to exit the order modify screen.



Notes about the variable pallet pricing

 
In the style master screen there should always be a total price value for the variable pallet style. All of the styles that will be used to make up a variable pallet style should also have a price entered. The invoice program will calculate a relative value for each of the lines that will add up to the price of the variable pallet style.                                                  
                                                  

EDI cross reference

 As the JAS orders are loaded into EDI to create the P.O, each style will be loaded,including the variable pallet style. Each style,color,size will need to be cross referenced with the individual SKUs, including the variable pallet style. The EDI 810 invoice will print the variable pallet style SKUs only and the price of that pallet style only.
 

Reports

All reports with pallet and component options will work as they do now. Once the order is saved, the order pallet lines are exactly like any other pallet components as far as the system is concerned.

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