Inventory Groups
Click this link to watch the video on how to create Inventory Groups in BUZ
On this page:
Overview
Inventory Groups are used to group products into logical lists.
There is a few different ways you can order the products
Basic list
List with Headings
Theses lists are often based on product type but also may be for pricing reasons.
A product group needs to have a Job tracking line allocated to it.
The Code that you create for each group should ONLY be 4 Characters long.
Group Screen Shot
Explanation of Group Screen Shot
NB: Inventory groups MUST have a Description Part 1 if you wish to have any inventory attached to the Group. Description Part 2 and 3 are optional. If there are NO Inventory items to be ordered within the Group you do not need Description Part 1, 2 or 3
| Field | Details |
|---|---|
| Description | Description as should appear in quotes and orders. |
| Code | Abbreviation for quick access. Maximum 4 characters long. |
| Sequence Number | This is to control the order Inventory Groups are listed in, they are listed alphabetical within items with the same Sequence Number. |
| Sales Account | Sales GL account for customers using BUZ to Xero integration |
| Cost Account | Cost GL account for customers using BUZ to Xero integration |
| Max Discount Percentage | This is the maximum discount that a Rep can give without the needing approval. |
| Production Extra Days | Adds extra days to production/Job tracking days. Allows you to have multiple products with different lead times on 1 job tracking line |
| Install Standard Minutes | This is the time in minutes that items from this group are allocated to install. (If you dont require dispatch for this group set this to -1) |
| Multiply install minutes by Square Metres | If this is ticked the Install Time is Per Square Metre, not per item. |
| Check Measure Lead days | This is the lead time in days it takes to complete a check measure form when order is accepted to check measure complete |
| Production standard minutes | This is the time in minutes it takes to manufacture this group |
| Check Measure standard minutes | This is the time in minutes it takes the check measure this group |
| Can be Ordered | Only if this is ticked are items from this group list in Leads and Quoting. |
| Use Part 1 | Items within this group can be selected using up to 3 criteria such as Material, Type and Colour by ticking this it is indicated that this criteria is to be used. If this is not selected then you cannot have Part 2 or Part 3. |
| Description Part 1 | This is to indicate to users what the criteria is, such as Material or Fabric. |
| Use Part 2 | As for Part 1 above so this may be Fabric Type or Blade Size. |
| Description Part 2 | Text description for second criteria, |
| Use Part 3 | Often this is Colour if Part 1 and 2 are used. |
| Description Part 3 | Text description of third criteria. |
| Image File | Select the image to be displayed on the item configuration page. |
| Delete Image | To remove image tick this. |
| Calculate RRP Script | Select file containing script to be used for custom price calculation. This is the before all discounts price. |
| Delete RRP Script | Tick this to delete a previously uploaded RRP Script that is not required. This will revert pricing to standard pricing calculation. |
| Calculate Amount Script | Select the file that contains the script to calculate the line item amount. This is the after discount price. |
| Delete Amount Script | Tick this to delete a previously uploaded Amount Script that is not required. This will revert pricing to standard pricing calculation. |
| Job Sheet File | Click Select File to upload a new Job Sheet template (XLSM). Click Download to get a copy of the currently saved Job Sheet. |
| Job Tracking Line (Default) | This sets the Job Tracking Line for this product. |
| Job Tracking Lines by Branch | If there are multiple branches they may have a requirement to be manufactured on a different production line or ordered from a different supplier. Each of the Branches in BUZ are listed. |
| Connect to another BUZ | This is where BUZ2BUZ connection information is entered. |
| Organization Key | This is a 26 character key that is provided by you BUZ wholesaler. |
| User Name | User name, usually your email address that is used by your BUZ Wholesaler to connect you with your account. |
| Password | Password for this User in the BUZ Wholesaler's system. |
| Matching Inventory Group | Once the above 3 fields have been completed this will show the products that are available from the BUZ Wholesaler pick the one appropriate to this Inventory Group. |
| Markup Percentage | This is the Markup Percentage to be applied to the cost price to give the RRP required for quoting purposes. |
| Inventory Discount Group | This is the Discount Group that this product comes under. Equivalent to the Discount Groups entered on Inventory Items. |
| Tax Rate | This is how products in that are loaded via BUZ2BUZ connection are to be taxed. This is otherwise found on the Inventory Item for those added individually. |
| Cancel | Click this to NOT save any changes. |
| Save | Click this to save changes including Uploading any selected files. |
| Deactivate | This sets the status of this Inventory Group to no longer available. |
Re-Ordering the Group List
You can sort the list by any order that is useful to your business
The 2 ways to do this are
- Individually
- Go to Inventory Settings,
- Select the group,
- Change the Sequence number
- Mass entry
- Go to Inventory Settings,
- Select "Import Export Inventory Settings" tab
- Download Current Layouts
- Select "Inventory Groups" and Export the Excel file
- Make the required changes
- Note dont forget to add an "E" in the operation column for any line that you change
- Save and upload the excel file
Option Group Setup
If you are setting up a inventory group just for options you only need to fill in the description and Code as displayed below
