Set up an item assortment

Related topics

You must have an Assortment group defined in the Assortment group table.

  1. Select the Work with assortments menu item.
  2. On the initial panel, click Add.
  3. On the Work with assortment file detail panel, complete the following fields:
  4. Assortment group
    Enter an assortment group from the Assortment group table.
    Assortment ID
    Enter the assortment identification for this assortment group. Note: It cannot be the same as an existing item code.
    Customer/Supplier no
    You have the choice of two alternatives in this field:
    • If you wish to create a customer or supplier specific assortment then enter the customer or supplier number for which this assortment is to be valid. When entering a sales or purchase order, this item assortment can only be retrieved for this customer or supplier.
    • If you wish to create a global assortment (i.e. valid for all customers or suppliers) then leave this field blank.
    Enter the description of the assortment.

    Click OK to update.

  5. Mark the assortment you just created and click Details to assign the item(s) you want to include in the assortment.
  6. You access the Work with item assortment, Item details panel. Click Add.
  7. On the Item details detail panel, complete the following fields:
  8. Line
    Since you are adding a new item, this field is not input-capable. The system automatically creates the line number in intervals of 10.
    Item code
    Enter the code of the item you wish to add to the assortment.
    Optional entry. Enter the quantity of the item to be connected with the assortment.
    This field is mandatory if you entered a Quantity above. Enter the unit in which the item is to be sold or purchased.

    Click OK to update. Repeat this step until you have added all of the items that you want to include in your assortment.

Related topics