Context Menu Commands in Goods List

The context menu commands available for goods from the goods list:

Set Card Automatic Creation

Some of the goods are created in StoreHouse after importing the menu from r_keeper. It is convenient to use the Create set based on goods function to create a set card linked with the goods.
The set is created empty: its Calculation, Technology, Energy value and Other tabs are not filled in. The name of the created template set will match the name of the corresponding goods.
To automatically create a set, do the following:

• Select a goods item or several goods (holding down Ctrl or Shift) for which you want to create linked sets
• Call the context menu for the selected list of goods or for the goods item, and select Create set based on goods, or use the Document > Create set based on goods main menu item
• In the window that opens, in the In group of sets line, click the  button and select the group in which the sets corresponding to the selected goods will be created. If there is no set group, then it must be previously created
  
• Click the Execute button to create thesets and close the set creation window.

After this operation, the name of the corresponding set will appear in the goods card in the Set line of the Main parameters tab.

Set Group Automatic Creation

In addition, it is possible to create a group of kits for a product group.
To automatically create a group of kits, do the following:

Select the group in the product dictionary tree for which you want to create a group of kits;
Call the context menu, select the item Create a group of kits, or select the item "Create a group of kits" of the main menu item "Document";
In the window that opens, in the "In the group of kits" field, select from the dictionary of kits the group in which the subgroup of kits corresponding to the product group will be created.

“Create kits” flag – set the flag if, along with a group of kits, it is necessary to create kits for each product within the group. If it is absent, only empty kit groups will be created.

Sets are automatically created ONLY for products with the "Product" type.
Sets are automatically created ONLY for products that have the "Produce" flag set on the "Basic parameters" tab
Click the [Run] button to create kit groups and kits.
If you execute a function for a group of products with nested subgroups (for example, on the "Restaurant Menu"), then a hierarchy and sets similar to the "Products" directory will be automatically created in the "Kits" directory
After this operation, the names of the corresponding sets will appear in the list of goods in the Set column.

Sets are created empty. To process the consumption, it is necessary to fill in the recipe for each created set.

Goods Included into Other Goods

To determine the list of products with which the product is associated through use in their sets, use the context menu item Inclusion of goods in the composition of other products or use the item "Inclusion of goods in the composition of other products" of the main menu item "Document".

Starting from version 5.52.221 this report shows only one level of nesting. Which products are directly related to the product. If the related product is a semi-finished product that is used in other products, then you can call the report "inclusion of the product in other products" directly from the report.
Report window:
The list of the report includes goods, the sets of which include the goods for which the report was generated.
Goods - the name of the goods, which includes the goods for the report
Product code - code of the product that includes the product for the report
RK code - RK code of the product, which includes the product for the report
Kit - the name of the kit that includes the goods for the report
Version – version of the kit that includes the product for the report. The version number is displayed
Beginning period – start date of the period of the set, which includes the item for the report
Unit rev. – unit of measure in which the product for the report is included in the set
Gross - the amount of goods for the report, which is included in the set.
In the computer – if the report item is part of other products (the flag is set), then the product is used in these products as a semi-finished product. To view the occurrence of a first-level link in other products, position the cursor on this product and call the "Product occurrence in other products" report on this object.

Goods Included in Sets

To determine the list of kits that include the product, 

use the context menu item Inclusion of goods in sets or use the item "Inclusion of goods in sets" of the main menu item "Document".
This report differs from the report "Occurrence of goods in other goods" in that it is generated ONLY on the basis of sets, without specifying the links of these sets with goods.
This report is convenient to use if goods have not yet been created for kits, for example, for the development of semi-finished products.
Fill in the filter before generating the report. When specifying dates in the filter, the report will include only those periods of sets, the start dates of which fall within the specified interval.
Report:
The report is a list of kits, divided by versions and periods, which include the item selected for the report. The report is grouped by package name and package version. Also, if necessary, you can add additional groupings to the report.
Kit/Name – the name of the kit that includes the product.
Version/Number – the version number of the kit that includes the product.
Bundle/Modifier - if the flag is set in the field, then the product is included in the kit with the "Modifier" flag set.
Version/Name – if, when working with kit versions, in addition to version numbering, version names were added, this field will display the names of kit versions. Otherwise, the field will remain blank.
Period – the period of validity of the kit, which includes the product.
Norm / unit rev. – quantity and unit of measurement of the set period bookmark norm.
Produce – if the product for which the report was generated is a semi-finished product, then the flag set in this field indicates that the product will be decomposed into ingredients when decommissioned.
Gross - the quantity of goods in the set from the "Gross" column. This field can have a negative and percentage value if the product is included in the modifier package.
Unit rev. – the unit of measure of the goods, which is selected in the set for determining the gross goods for write-off.
A set can be opened from a report by double-clicking the mouse, using the context menu item "Open Set" or the main menu item "Document" - "Open Set".
If you call the package opening on the package name or on the version number (that is, on the gray field), then the zero version of the package will be opened on the first period of the package.
If you previously position the cursor on a line of a certain version and period, then the kit will be opened on the selected version and period of the kit.

Goods Used in Requests

The report allows you to see a list of all requests in which the selected product appears.

To call the report, position the cursor in the list of products. Use the item of the context menu "Occurrence of goods in orders" or the item "Occurrence of goods in orders" of the main menu item "Document".
Fill in the filter before generating the report. When specifying dates in the filter, the report will include those applications whose formation dates fall within the specified interval.

The report is shown in Fig.

The report is a list of requests grouped by the date of creation of the request, which include the item selected for the report.
Order – this group of columns lists the parameters of orders that include the product.
Imp. – a flag that determines the type of request "Imported from R-Keeper" or created manually.
Number - the number of the order, which includes the goods. Number background color means:
Blue - external application
Gray - internal application
White - child order
Date - the date of creation of the order, which includes the product
Subdivision - the subdivision for which the request was created
Place of sale - the place of sale for which the order was created
Customer - recipient / supplier of goods from the application
Unit rev. – unit of measure of the goods in which this goods is indicated in the application.
Quantity - the quantity of the item in the order.
Bundle - the name of the kit and the version of the kit, if this product parameter is included in the order.

References to Goods

The Product Links report allows you to display referring elements for which separate reports have not been created. The report displays:

Interchange groups

Orders (Logistics)

Price lists

EGAIS products

Document Templates

To open a report:

In the list of products, position the cursor on the product;

Use the item of the context menu Links to the product or the item Links to the product of the main item of the Document menu;

The report shown in Fig. 115.

The report is grouped by directories/documents where this product is used.

String - the name of the object that uses the product in its properties

Property – filled in for documents, the date of the document is displayed.

Change Goods Properties

For already created products or products imported from R-Keeper, it may be necessary to change the properties for the selected group.
To set/change for a group of goods such characteristics as Basic parameters, Additional. parameters, Write-off, Routes and / or the presence of the flag "alcoholic products", perform the following actions:

Select this group in the tree;
Select the products of this city 

groups by holding down the [Ctrl] or [Shift] key;
By holding down the [Ctrl] key, you can select several products with the left mouse button, regardless of their position in the list. By holding down the [Shift] key, you can select multiple products following each other in the list. You can also select all products in a group by clicking on the first and last product while holding down the [Shift] key.

Call the context menu in the area of ​​the window containing the list of goods and select the Change goods properties item or use the main menu item "Document" - "Change goods properties";
Make the necessary changes to the product group in the Modify product properties window.
To be able to edit properties, you must set the flags opposite those properties that will be edited.

Click the [Execute] button to save the changes. Close the window without clicking the [Execute] button to discard changes to the product group.
If the field in the "Change product properties" window is left blank, then this property will remain unchanged on the product cards.
To change the "default values" on the tabs "Add. options"; "Write-off"; "Routes" in addition to the flag opposite the corresponding tab, you must set the flag "Basic parameters". The "Basic parameters" tab itself can be left unchanged.

Main parameters - Product type - this functionality is convenient to use for products imported from R-Keeper, if the products need to change the product type to "Service".

If the field is left blank, the product type will not be changed. If the product type was selected by mistake, then click the [Delete] button to clear the field.

Product options "Unflag alcoholic products" - if the flag "Alcoholic products" was previously set on the goods, then you can remove it through group operations. When this flag is set, the contents of the window are changed.

At the same time, you can also determine whether the selected group of goods should be used when building an alcohol declaration.

Main parameters - Alcoholic products - this functionality is convenient to use if, when creating goods, the properties for alcoholic products were not defined or the code of alcoholic products needs to be changed.

The flag "Alcoholic products" will be set automatically for selected products if you define the "code or type of alcoholic products" in the "Basic parameters" tab.

If the property "Alcoholic products" is assigned through a group change of the properties of goods, then the unit of measure "Liter" is automatically added for all selected goods, if it was not previously defined on the product card.

If the unit of measurement "Liter" was not defined on the cards of goods for which the group assignment of the property "Alcoholic products" was applied, then it is REQUIRED for each changed product to check the conversion factor of "Liters" in relation to the base unit of measure of the goods, and change it if it specified incorrectly.
Main parameters - Produce - this functionality is convenient to use for goods imported from R-Keeper, if these goods will be used as a "piece" goods, without using kits.
Define the "produce" property with the "uncheck/set" flags.
Main parameters - Product category - this functionality allows you to assign a value to the selected group of products for the "Product category" field.
Main parameters - Accounting category of goods - this functionality allows you to assign a value to the selected group of goods for the field "Accounting category of goods".
Add. parameters – For ABC-analysis – this functionality allows you to assign a value to the selected group of goods for the field “For ABC-analysis”.
Add. parameters - Tax rates - this functionality is convenient to use for group assignment / change of tax rates, purchase and holiday.
You can set both "default" tax rates and create exceptions for enterprises.
To change the "default" values ​​of selected products, you must also set the "Basic parameters" flag.
To add corporate tax rates:

Set the flag "Add. options";
Click the mouse in the value area of ​​the table being filled;
Press the [Insert] or [↓] key. You can also use the context menu item "Add line" or the item "Add line" of the main menu item "Edit";
In the Company field, select the required company from the drop-down list);
In the "Purchase" / "Sale" field, define the tax rates for the selected enterprise;
If an exception for the enterprise has already been created, then it can be deleted; to do this, set the "Delete" flag;
If necessary, repeat the above steps for other businesses;
Click the [Execute] button to save the changes. Close the window without clicking the [Execute] button to discard changes to the product group.
If R-Keeper separates prices or taxes by restaurant. And in the import settings, the rules for unloading these divisions are set, then the change in selling tax rates and selling prices for R-Keeper products will be updated every 

home import from R-Keeper directories.
Kit versions - this functionality is convenient to use for goods or semi-finished products imported from R-Keeper, to determine kit versions for enterprises. Provided that the version numbers of the kits can be uniquely mapped to the enterprise.
If sets are separated by versions to define different write-off rules for enterprises of the same dish.

then you can assign the use of kit versions by enterprise to a group of products.

To add kit versions by enterprise:

Set the "Kit version" flag;
Click the mouse in the value area of ​​the table being filled;
Press the [Insert] or [↓] key. You can also use the Add line context menu item or the Add line item of the main menu item "Edit";
In the "Enterprise" field, select the required enterprise from the drop-down list;
If necessary, in the "Start date" field, specify the date from which the package version change will be scheduled;
In the Version Number field, enter the version number of the kit. The number must be entered as an integer MANUALLY;

If the link has already been defined, then it can be deleted; to do this, set the "Delete" flag;
If necessary, repeat the above steps for other businesses;
Click the [Execute] button to save the changes. Close the window without clicking the [Execute] button to discard changes to the product group.
Rules for assigning bundle versions through bulk operations:

When group assignment of kit versions to products, the versions of the basic kit of the product are used.
When adding a new enterprise, the first line for the enterprise must indicate the starting date for using the kit 01/01/1980.
If the "Start date" field is left blank, then a new company will be added to the goods with the start date of using the kit on 01/01/1980.
If you need to delete the line with the company for the selected goods, then just specify the company and set the "Delete" flag.
All conditions for changing the bundle version for one product also work when changing the version through group operations.
As a result of the operation, if the specified parameters cannot be set, the "Protocol" area with a list of failed operations will be filled.

List of possible errors:

Code 1 "The product is not associated with any kit" - the basic kit is not specified for the product on the product card.

Code 2 "The kit associated with the product does not have the required version" - the basic kit of the product does not have the specified version number of the kit.

Code 3 "Company not defined" - the line does not specify the company for which to create an exception.

Code 4 “Change is not allowed. There are references in invoices” - the specified exclusion parameters lead to a change in the product that is used in invoices.

Code 5 "Start date deletion is not allowed" - you cannot delete the start date of the exception. If you want to delete the set values, then you must delete the entire line with the company.

Code 6 "Missing start date for exclusion by enterprise" - when adding exclusions for enterprises of kit versions, the start date of 01/01/1980 for the enterprise must be determined.

Write-off – this functionality is convenient to use for goods imported from R-Keeper, to define write-off rules. Also, using this functionality, you can assign exceptions to implementation places. To change the "default values" of selected products, you must also set the "Basic parameters" flag.

Routes - this functionality is convenient to use if, when creating goods, routes were not defined or routes need to be changed. Also, using this functionality, you can assign exceptions to departments. To change the "default values" of selected products, you must also set the "Basic parameters" flag.

On the "Write-off" and "Routes" tabs for exceptions, you can also delete the records of links assigned to commodity cards.

To do this, make a bunch of exceptions that you want to remove and set the "Delete" flag. Then click [Execute]. This assignment will be removed from the product cards.

Changing Goods Group Properties

In addition to the ability to change the properties of products selected in a group via [Ctrl] or [Shift], this functionality can be applied to a group of products including nested groups.

To change the properties of a product group, including nested groups:

Select this group in the tree;
Call the context menu in the area of ​​the window containing the list of product groups and select the Change product properties item or use the main menu item "Document" - "Change product group properties";
Make the necessary changes to the product group in the Modify product properties window.
To be able to edit properties, you must set the flags opposite those properties that will be edited.

Click the [Execute] button to save the changes. Close the window without clicking the [Execute] button to discard changes to the product group.
To change the default values 

chaniyu" on the tabs "Add. options"; "Write-off"; "Routes" in addition to the flag opposite the corresponding tab, you must set the flag "Basic parameters". The "Basic parameters" tab itself can be left unchanged.

The window for editing the properties of a group of goods is similar to the window for editing the properties of selected goods.

Goods Synonyms

For the correct conduct of goods turnover in Store House, it is recommended not to select goods by the name of the supplier, but to combine them according to their characteristics: Cream 10% and Cream 33%. This recommendation will also reduce cross-sorting of the same type of goods, if it is possible to combine them into one Store House name.
Nevertheless, the names of suppliers are sometimes necessary for the formation of price lists, the creation of primary documents, and the processing of applications for suppliers.
Store House V5 introduced an additional functionality called "Product Synonyms", which allows you to unambiguously link the nomenclature of correspondents (suppliers/recipients) with the nomenclature of Store House.
The list of synonyms is formed for each Store House product separately.
To specify synonyms for Store House products:

Select the item in the tree for which you want to fill in the list of synonyms;
Use the "Product Synonyms" context menu item or use the "Product Synonyms" item of the "Document" main menu item.
In the window that opens, in the left part, select the correspondent for whom the list of synonyms will be filled;
Synonyms can be created for both suppliers and buyers, i.e. synonyms can be used both in receipt documents and in expenditure documents.

In the right part of the window, press the [Insert] or [↓] key. You can also use the Add line context menu item or the Add line item of the main Edit menu item;
In the field "unit. rev.» select the unit of measure for the Store House product, for which the correspondent product will be specified;
Without selecting the Store House unit, the system will not allow you to fill in the synonym data.
Fill in the data on the goods of the correspondent "Code", "Name" "Unit. rev.". The fields are required.
Synonym code and name are text fields.

Unit rev. synonym - a unit of measure for the correspondent's product. They are filled in a separate reference book "External units of measurement".

To select/create, position the cursor over the field "unit. rev. synonym" and click on . The window of the additional reference book "External units of measurement" will open.

The list of units of measurement in this handbook is not linked. This directory creates all possible units of measure that correspondents can use when working with the nomenclature.

To add a new unit of measure, press the [Insert] or [↓] key and enter the name of the unit of measure.

Specify the coefficient for converting the correspondent's unit of measure into the unit of measure of the Store House product;
Synonym barcode – the field is optional. You can define a product synonym with a specific barcode. A single barcode value can be defined for a synonym;
Save the document (the main menu item "Document" - "Save document" or the button on the toolbar).
For one unit of measurement of the Store House product, several synonyms can be specified. For the convenience of generating documents, you can define a "default synonym" for the unit of measure Store House.
This function will allow you to automatically substitute the synonym value when generating a document. If necessary, you can replace a synonym from the available ones.
The function is required when using price lists by synonyms and restricting the user from changing invoice prices.
Coefficient - the field must be filled in for the correct conversion of the number of correspondent into the number of Store House.
Often in Store House they operate with basic units of measurement - kg, liter, piece. And correspondents, in particular, suppliers, often operate with containers / packaging. If necessary, you can link the base units to the delivery container by specifying the coefficient of the unit of measure corresponding to the Store House unit of measure.
For example: "Milk House in the village 0.25l" with the unit of measurement PC. must be associated with the product "Milk 3.2%" with a single unit of measure L. Then, when creating a synonym, you must specify a coefficient of 4.

Goods Barcodes

If in the future you plan to work with a barcode scanner when creating invoices, use portable data collection terminals to create invoices, inventory at the checkout, then in order to be able to scan product barcodes for each unit of measure to be scanned, you must specify a barcode.
Barcodes can be of two types:

External barcodes - determined by the manufacturer on the product packaging.
Internal barcodes - barcodes generated by the Store House application for in-house products or for internal labeling of goods.

External barcodes

You can specify external barcodes for purchased goods:

in a separate directory "Product Barcodes" - barcodes will be indicated for the names of Store House products.
in the handbook " 

Synonyms of goods” – barcodes will be indicated for the names of goods of suppliers.
when importing goods from R-Keeper v7.
To specify barcodes for Store House products:

Select the item in the tree for which you want to specify barcodes;
Use the context menu item "Product barcodes" or use the item "Product barcodes" of the main menu item "Document".
In the window that opens, in the left part, select the unit of measure for which the barcode will be added;

In the right part of the window, press the [Insert] or [↓] key. You can also use the Add line context menu item or the Add line item of the main Edit menu item;
Enter the barcode in the empty line;
You can add a barcode with a scanner. To do this, you need to connect it to a computer and configure the scanner to work as "keyboard input".
Save the document (the main menu item "Document" - "Save document" or the button on the toolbar).
Several barcodes can be specified for one unit of measurement of a product.

The system checks the uniqueness of barcodes for all products. If you add a barcode that is already in use, the system will generate an error when saving.

To delete a barcode, use the key combination [Ctrl]+[Delete] or use the "Delete line" item of the "Edit" main menu item.

Internal barcodes

Internal barcodes - barcodes generated by the Store House application for in-house products or for internal labeling of goods.
Only one internal barcode can be added per item unit.
To generate an internal barcode:

Select the item in the tree for which you want to create an internal barcode;
Use the context menu item "Product barcodes" or use the item "Product barcodes" of the main menu item "Document".
In the window that opens, in the left part, select the unit of measure for which the internal barcode will be generated;
Use the context menu command "Generate EAN13 Barcode".

The barcode will be generated using the mask: 22BBBBBBBCCCD, where
BBBBBBB - RID item
CCC - RID units
D - checksum
If the product has several units of measure, then the function “Generate EAN13 barcode for all units” is also available. rev. goods".

Generation of Goods Group Barcodes 

For in-house products or for labeling products without barcodes, Store House can create internal barcodes. You can also generate internal barcodes for a group of goods. For this:

Select items in the list using [Ctrl] or [Shift];
And in the right part of the window of the list of goods, use the item of the context menu "Generate barcodes for the list of goods" or the same item of the main menu item "Document";
As a result of the operation, the system will display a message;

Internal barcodes can also be generated for a group of goods, including subgroups:

Select a product group in the left part of the product list window;
Use the context menu item "Generate barcodes" or the same item of the main menu item "Document";
Barcodes will be generated according to the same rules as when generating from a list of barcodes.

Goods Movement

One of the main reports in the system is the Goods Movement report. This report allows you to see invoices for a specific product for any period of time, general or filtered by department, enterprise or legal entity.
For quick access to the report, it is added to the context menu of the product list.
When positioning on a specific product, you can immediately open a report from the list of products, in the filter of which the “Product name” field will be automatically filled.

Set Properties

If an item is associated with a set, then the set can be opened from the list of goods using the Set properties context menu command.
This item is available only when the context menu is called in the "Set" column.
This functionality allows you to quickly find and edit a set of goods.