Profile Tab
Select + Add from the Product Maintenance, then Add Common GM ProductAR Account Management homepage.
Fill out all required fields as indicated by an asterisk*
Tag type will autofill based on DCC selection.
Select Brand from drop down if desired. If you are unable to find Brand, select Add New.
Add Product Notes if desired.
Select Size and Color from drop down if desired. If the size/color you are looking for does not exist, you will be able to add new Variants in the next window.
Select Generate(1)SKU
Edit General Merchandise: General Data Tab
In Edit General Merchandise, you have 2 tabs: General Data and Suppliers.
In General Data tab, you are able to make adjustments to any of the Product Information you previously entered. You are also able to add new Variants from this page.
SKU(s) produces a Default Barcode that is the product SKU, but you can edit this by selecting More next to Default Barcode, then select Add in Add Barcode, select your new barcode, and press OK.
In SKU(s) you are able to edit Selling Price, add an Event Price, Edit Stock On Hand.
The Status field defaults to Active, set Product to Inactive if desired.
Scroll down to see Online Profile, this area is only necessary if you plan to sell this product online. Here you are able to edit the Website Display Name for your product if desired.
Enter Default Inventory Tolerance, if you enter 2, when this stock on hand for this product reaches 2 or less it will be treated as out-of-stock on the website.
Enter Shipping Override (in dollar decimal) if desired.
Select Tax Free checkbox if desired.
Enter a Long Description of the item, this is where you can get into details about the materials, the design, the qualities of it.
When you are ready to Publish Active SKUs Online, select the dial above Tax Free, if desired.
In Web Catalogs, you are able to select and existing Web Catalog to add this product to.
Select Save, then scroll back to the top of the page to go to the Suppliers Tab.
Agency Name and Code will autofill at top of page when entered.
If desired, enter Default Funding Start Date & Default Funding End Date by selecting in the field for calendar. Clear by selecting the 'x' next to the field.
Select or Deselect “No limit” & “Tax Exempt” checkboxes as needed.
Enter Tax Exempt Code if applicable.
Enter Comments
Enter Contact Phone and Contact Email
Select Save
Upon Save, a new tab appears called “Customers”
Field | Definition | Field | Definition |
|---|---|---|---|
Product Description | 200 character limit. | Event Price | Create an event start and end date, and provide a $ or % discount during that time. |
Brand | Drop down list of your Brands. | Website Display Name | Display name for Product on your website |
Tag Type | Drop down list of Tag Types. | Default Inventory Tolerance | A feature in the PrismWeb Manager that lets you apply a buffer for inventory numbers on the website. Ex. If set to 5, when inventory is 5 or less it will treat it as out-of-stock online to prevent unwanted sales. | Product Notes | Shipping Override | Default Supplier | Drop down list of supplier discounts for this item.Long description | Size | Select from drop down or Add New to create new size. | Tax Free | Color | Select from drop down or Add New to create new size. |
Suppliers Tab
Select +Add Supplier
Select Supplier from drop down
Supplier Catalog # will default in as product SKU, but you can change it if desired.
Description defaults to the entered Product Description.
Enter Purchase Unit *
Enter Cost Per Unit *
Enter Auto Order QTY if Desired.
Select Save
Account Code | Account code for the Agency, displays at top of page in parentheses upon entering (26 character limit) | Tax Exempt | Check box if the account is Tax Exempt. |
Agency Name | Agency Name, displays at top of page upon entering (80 character limit) | Tax Exempt Code | Enter Tax Exempt code |
Default Funding Start Date/End Date | Select start and end date from the calendar that appears upon selection within field. | Tender | Select from dropdown what type of tender this is Account is. |
Fund Type | Select from dropdown: revolving or expiring | Comments | (256 character limit). |
Type | Select from dropdown: debit or credit | Contact Address | Address to contact the Agency |
Default Credit Limit | This | Billing Address | Address to bill the Agency |
No Limit | Check box if the Account has no limit. | Contact Phone | Contact Phone Number |
Default Account Balance | Contact Email | Contact Email |
Transactions Tab
In Transactions Tab, it will show all transactions on this AR account.
You are able to see Transaction ID, Date & Time, Transaction Amount, and if there is Customer information it will show that as well.Use the Start and End Date field to search within a date range.
Select Print to print or save to PDF your transaction data.
(Example)
Select Export (CSV) to download AR account transactions excel (see example on right).
View data, Save, and you can move to the next tab, DCC’s
DCC’s Tab
In the DCC tab, you will be able to dictate what DCCs this AR Account can purchase.
Currently not available.
Field | Definition | Field | Definition |
|---|---|---|---|
Supplier Name | Drop down list of suppliers | Purchase Unit | Item amount in unit (ex. 24 pack of coke = 24) |
Supplier Catalog # | Defaults in as Product SKU | Cost Per Unit | Cost per unit (how much for the 24 pack) | Description | 200 character limit. | Auto Order QTY | Used with autogen PO process.*
Customers Tab
In the customers tab, you are able to see the customers who utilize this account. You are able to Unlink and Link Customer.
When you select Link Customer a window will popup letting you search/select from a dropdown list of customers.
Enter in the Start Date and End Date.
Enter the Credit Limit, this will update the Remaining Funds.
Customer Balance is editable and will update the Remaining Funds field to reflect this balance.
Select OK to close window.
To Unlink a customer, highlight the customer you wish to remove, and select Unlink. A popup will ask you if you are sure you want to do this, if so, select OK to perform action. Otherwise Cancel.
Save
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