Adding an Item Alias

Note: If you are adding the same items to many customers like a chain, see Item Alias Group or use "/////" as a global customer maskA mask is used to conduct a wild card search. Visually a mask is represented by a series of forward slash marks (///), sometimes with a letter, letters, or number preceding it (1/////// or AB////). For example, if you enter AB//// this indicates that you want to list all customer defined in the system whose names begin with AB.. For more information on entering a mask see Entering a Mask.

1. When you enter the Item Alias option a Select An Option window will appear with the following options:

• EXIT – Select EXIT to exit
• ADD – Select ADD to add an item alias.
• PRINT – Select PRINT to print a list of item aliases.
• A list of previously defined item aliases.

Scroll to ADD and press Enter to confirm your selection.

2. Enter the customer ID code, or customer maskA mask is used to conduct a wild card search. Visually a mask is represented by a series of forward slash marks (///), sometimes with a letter, letters, or number preceding it (1/////// or AB////). For example, if you enter AB//// this indicates that you want to list all customer defined in the system whose names begin with AB. to set the item alias for several customers.

If you are uncertain of the customer code, see Navigating Net Yield - Selecting a Customer Code.

3. An Item Alias selection window will appear which displays all the current item aliases assigned to this customer or customer mask. To create a new item alias, scroll to ADD and press Enter. An asterisk (*) will appear, confirming your selection. Press F10 to exit the window.

4. At the Item field, enter the item group associated with your customer code. Use the F3 key to select the item group, then select the item from the list.

5. At the UPC or GTIN field, enter the customer's item, UPC, or GTIN number for the item.

6. Enter the customer's item name in the Alias Name field.

7. At the SKU field, enter the SKU code for the customer's item, if required.

8. If an EDI trading partner exists for this customer, the EDI unit of measure (UOM) is the ordering UOM used in the EDI transactions for the customer.

9. At the Default Ordering Unit field, press the F6 key to select a pack description for this customer's item. When orders are created, the system will first look for a default pack definition here in customer Item Alias, and if none is found, will then pick up the default pack for the item.

10. At the Carton Fill Weight field, enter the carton fill weight for the item. This is used in association with the cartonizing function and bill of lading case quantity calculations to calculate the number of shipping cartons needed to ship the order.

11. Specify the sell by days for this item alias in the Sell by Days field. The sell by days will override the item setting.

12. At the Primary COOL in Order field, specify a COOL identity for an item that is requested by a customer.

Note: The primary COOL may be different than the COOL code that you have established for your items, allowing you to create COOL identities in your system to meet the requirements of a specific customer. If used, this COOL will print on customer forms. A customer alias COOL phrase will override an item's COOL identity IF the item is set to LOOSE control. (STRICT control of an item will always print that item's COOL identity.) If the item's COOL control is set to NONE, the primary COOL field is not accessible. See COOL Rules for more information on setting COOL identities.

13. Specify whether or not you wish the COOL to default into the order during sales order entry in the Default COOL in Order field.

14. Specify additional COOL identities for this item alias in the More COOL Alias field. If Y (Y=yes), a Select An Option window will appear and allow you to specify another acceptable COOL identity, and modify the item code, UPC, GTIN number, name, and SKU for that item's COOL attributes, if desired. Use the command option to add additional COOLs in this window, or press Enter in the first field to exit the window.

15. Command options will appear:

• Add – Select Add to add the item alias.
• Exit – Select Exit to exit and return to the Item field.

Select Add.

16. You will be positioned in the Item field again in order to create another item alias code for this customer or customer mask. Press Enter to exit and then Exit to exit.

For more information about the Item Alias option see Item Alias.

Security Required : Tables - Customer Tables