by Bill on Thu Jul 22, 2010 8:47 am
Just for information if anyone has questions about how the sales screen looks up items when scanning (or manually entering items). When entering an item in the Find Item box on the Sales Screen, RetailEdge will automatically search the inventory fields in the following order to find the item:
1. Item ID (RetailEdge price label barcode).
2. Stock Number.
3. Current Find By Criteria as listed in the Find By box.
4. List ID
5. UPC1
6. UPC2
7. Alias ID
8. Package ID
9. Serial Number
If an exact match is found in any of the above listed fields, then RetailEdge will stop the search and add the item to the Sales Screen. If an exact match is not found, RetailEdge will go to the Find By criteria listed in Find By box and perform a partial match search. Partial searches look for text matches from the beginning of the inventory field. If the Interior Pattern Match check box on the Find Item(s) screen is checked then RetailEdge will search for the Look For text in any part of the inventory field.
After each exact pattern match, we will search for any items that have been deleted with this criteria. If only one deleted item with this criteria is found AND no active ones have been found, RetailEdge will attempt to add this item to the Sales Screen but will tell you that it is trying to add a deleted item to the Sales Screen. This allows clerks to scan labels and sell items that might have been mistakenly deleted and keep the checkout process moving but also warn them that the item has been deleted so that they can warn their manager of the problem.
This means you have the flexibility to look-up or enter items into the Sales Screen by scanning or entering any of the criteria above. Most users set the Find By to Description so that the clerks can type in things like "Shirt" or some other meaningful phrase and RetailEdge will automatically start the lookup process without having to press the F6 look-up key. However, in the office here we use a SKU number lookup since our SKUs are setup with meaningful criteria. For instance VEN-SP... would be any paper product from Vendor VEN. You can use whatever criteria you like but this does emphasize the importance of creating meaningful and consistent descriptions or SKUs if you are going to do this.
RetailEdge does not actually delete items when you delete them from RetailEdge's inventory. We simply keep you from viewing them. This allows these items to be used for historical sales, receiving and inventory reports. But allows you to get rid of them so that they are not cluttering up your viewable inventory. And it allows searches to skip these items to increase lookup performance.