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 set group for a goods group.
To automatically create a set group, do the following:

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

Set the Create sets flag if, along with a group of sets, it is necessary to create sets for each goods item within the group. If it is absent, only empty set groups will be created.

• Sets are automatically created ONLY for goods with the Goods type.
• Sets are automatically created ONLY for goods that have the Produce flag set on the Main parameters tab
• Click the Execute button to create set groups and sets.

After this operation, the names of the corresponding sets will appear in the goods list in the Set column.

Goods Included into Other Goods

To determine the list of goods with which the goods item is linked through use in the sets, use the Goods inclusion in other goods context menu item or the same item of the Document main menu.

The 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 include the goods item for the report
• Code — the code of the goods, which include the goods item for the report
• RK code — the RK code of the goods, which includes the goods item for the report
• Set — the name of the set, which includes the goods item for the report
• Version — the version of the set, which includes the goods item for the report. The version number is displayed
• Start period — the period start date of the set, which includes the goods item for the report
• UOM — the unit of measurement in which the goods item for the report is included in the set
• Gross — the amount of goods item for the report, which is included in the set
• In set — if the report goods item is a part of other goods (the flag is set), then this goods item is used in these goods as a semi-finished product. To view the occurrence of a first-level link in other goods, place the cursor on this goods item and call the Goods inclusion in other goods report for this object.

Goods Inclusion in Sets

To determine the list of sets that include the goods item, use the Goods inclusion in sets context menu item or the same item of the Document main menu.
This report differs from the Goods inclusion in other goods report 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 sets, 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.

The report:

The report is a list of sets, divided by versions and periods, which include the goods item selected for the report. The report is grouped by the set name and the set version. Also, if necessary, you can add additional groupings to the report.

• Set \ Name — the name of the set that includes the goods item
• Version \ Number — the version number of the set that includes the goods item
• Set \ Modifier — if the flag is set in this field, then the goods item is included in the set with the Modifier flag set
• Version \ Name — if, when working with set versions, in addition to version numbering, version names were added, this field will display the names of set versions. Otherwise, the field will remain blank
• Period — the expiration period of the set, which includes the goods item
• Ratio \ UOM — quantity and the unit of measurement of the set period yield per unit
• Produce — if the goods item for which the report was generated is a semi-finished product, then the flag set in this field indicates that this item will be broken into components when written-off
• Gross — the quantity of goods in the set from the Gross column. This field can have a negative and percentage value if the goods item is included in the modifier set
• UOM — the unit of measurement of the goods, which is selected in the set for defining the goods gross for write-off.

A set can be opened from a report by double-clicking, using the Open set context menu item or the same item of the Document main menu.
If you call the set opening on the set name or on the version number (that is, on the gray field), then the zero version of the set will be opened for the first period of the set.
If you previously place the cursor on a line of a certain version and period, then the set will be opened for the selected version and period of the set.

Goods Used in Requests

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

To call the report, place the cursor in the list of goods. Use the Goods inclusion in requests context menu item or the same item of the Document main menu.
Fill in the filter before generating the report. When specifying dates in the filter, the report will include those requests whose generation dates fall within the specified interval.

The report is a list of requests grouped by the creation date, which include the goods item selected for the report.

• Request — this group of columns lists the parameters of requests that include the goods item:
  
  • Imp. — a flag that determines the Imported from r_keeper or Created manually request type
  • Number — the number of the request, which includes the goods item. The number background color means:
    
    • Blue — external request
    • Gray — internal request
    • White — child request
  • Date — the creation date of the request, which includes the goods item
  • Department — the department for which the request was created
  • Sale location — the sale location for which the request was created
  • Customer — recipient / supplier of goods from the request
• UOM — the unit of measurement of the goods item, in which it is indicated in the request
• Quantity — the quantity of the goods item in the request
• Set — the set name and version, if this goods parameter is included in the request.

Change Properties of Goods

For already created goods or goods imported from R-Keeper, it may be necessary to change the properties for the selected group.
To specify or change such characteristics as Main parameters, Add. parameters, Write-off, Routes and/or the presence of the Alcoholic beverages flag, do the following:

• Select the required group in the tree
• Select the goods of this group by holding down the Ctrl or Shift key

By holding down the Ctrl key, you can select several goods with the left mouse button, regardless of their position in the list. By holding down the Shift key, you can select multiple goods following each other in the list. You can also select all goods in a group by clicking on the first and last goods 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 properties of goods item or use the Document > Change properties of goods main menu item

• Make the necessary changes to the goods group in the Change properties of goods window.

  To be able to edit properties,set the flags opposite the properties you want to edit.

  

• Click the Execute button to save the changes. Close the window without clicking the Execute button to discard changes to the goods group.

  • If the field in the Change properties of goods window is left blank, then this property will remain unchanged in the goods cards
  • To change the default values on the Add. parameters, Write-off, Routes tabs, in addition to the flag opposite the corresponding tab, you must set the Main parameters flag. The Main parameters tab itself can be left unchanged.

  

Main parameters > Goods type — this functionality is convenient to use for goods imported from r_keeper, if the goods type needs to be changed to Service.
If the field is left blank, the goods type will not be changed. If the goods type was selected by mistake, then click the Delete button to clear the field.

Main parameters > Produce (Производить) — this functionality is useful for goods imported from r_keeper, if these goods will be used as a piece goods, without using sets.
Check the set flag or uncheck box.

Main parameters > Goods category — this functionality allows you to assign a value to the selected group of goods for the Goods category field.
Main parameters > Accounting category — this functionality allows you to assign a value to the selected group of goods for the Accounting category field.

Add. parameters > For ABC analysis – this functionality allows you to assign a value to the selected group of goods for the For ABC analysis field

Add. parameters > Tax rates — this functionality is convenient to use for group assignment/change of purchase and sale tax rates.
You can set both default tax rates and create exceptions for enterprises.
To change the default values ​​of selected goods, you must also set the Main parameters flag.

To add corporate tax rates:

• Set the Add. parameter 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 Edit > Add line main menu item
• In the Enterprise field, select the required enterprise 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 enterprises

• Click the Execute button to save the changes. Close the window without clicking the Execute button to discard changes to the goods 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 sale tax rates and sale prices for r_keeper goods will be updated during every import from r_keeper references.

Set versions — this functionality is convenient to use for goods or semi-finished products imported from r_keeper, to determine set versions for enterprises. Provided that the set version numbers 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 set versions by enterprise to a group of goods.

To add set versions by enterprise:

• Set the Set 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 Edit > Add line main menu item
• 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 set version change will be scheduled
• In the Version number field, enter the set version number. 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 enterprises
• Click the Execute button to save the changes. Close the window without clicking the Execute button to discard changes to the goods 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.