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Balsam Promotions

CLOTHING SIZE - COLOR IN ORDER ENTRY

Posted By

We use BusinessVision for a lot of our orders, and we do  a LOT of clothing orders. So, I'm looking for a way to do a couple things:

  1. When entering line items in Order Entry, have a spot to type in the color name, as well as a quantity in several size columns - XS through 6XL, for example.
  2. Be able to export and import data using these columns (We have custom software to track orders through suppliers, and it would be very appreciated if we could export an order into the system)

Right now, we're simply typing the sizes into a comment line, and summing up the totals for that line's QTY manually. However, this is prone to mistakes. Plus, exporting it leaves all that in just one field, and that makes it more difficult to read into other software - we'd have to be guessing, essentially.

We're not even really looking for inventory management by size - almost all of our products we order as we need it, so we don't keep any form of inventory for about 99% of the line items going through our system.

Oh, and to be clear about one requirement - our sales people will still need to use businessvision to enter orders - so any solution that proposes an outside program to actually compile the orders isn't going to work, unfortunately.

I hope that makes sense! Anyone had any luck lately?

  • 0

    The only way you will be able to use extra columns in line-item OE is to use Custom Pack Workbook lines which will give you 50 fields of extra line item info. You can also export and search on these fields as well.

    Its a good thing you do not need BV to manage inventory for colour-size-style because it cannot be done properly.

  • 0 in reply to BVROB

    That looks like the ultimate solution based on what I see about it online (it is very hard to search for stuff for BusinessVision through google!), so I'll mark it as correct. Question though - how does this affect the inventory module? Do inventory items inherit these same properties?

    The reason I ask, is there IS one thing we keep stock of - but the way we've been doing it is having a separate inventory item for each size and color (it's not horrible, because each item only has 2 colors and maybe 6 sizes, but it's not ideal).

    I will mark your answer as the accepted answer after this question - it looks as if it closes the question when I click it!

  • 0

    This is a problem with many Accounting inventory systems that do not have a grid type of viewing or entry for ARRAY style of items. Custom add-ons or vertical market solution would handle this - but is $$ for many.  There is HOWEVER a workaround..... (been there done that!)

    In your inventory setup - designate a manual "key" to be added onto a each inventory item that require it (multiple key are possible too - for colour/size or  pants s waist/leg size or even shoe width/size)

    This "KEY" must not be use anywhere in your inventory item numbers.

    Sample key:

    Itemnumber-colour/size

    Stylecode-colour*width/size

    Note the separation characters - this is the KEY entering (note I used what is on the KEYPAD for quick entry - but for easy the option must be the same size - preferred if the item code is too but not impossible to deal with)

    Now each item/colour/size/option can have it OWN inventory code and stock and price (as 2XL 3XL and such often are more $)

    USE Crystal Report (create a "formula" to find and isolate each of your KEYS and to change as needed)  to search and group by these KEY for reporting.

    IE : look for -XX that would be a color code *XX is a width Code /XX is a size code.

    ISSUE: XS, S,M, L, XL, 2XL 3XL, 4XL if used - will not print in order!  ie:  would be listed often as 2XL,3XL 4XL, L, M , S, XL, XS ....not great for reporting!

    Use a range like

    /67 which is XS

    /68 - S

    /69 - M

    /70 - L

    /71 - XL

    /72 - 2XL

    /73 - 3XL

    /74 - 4XL

    I reserved  others for

    /30 - Preemie

    /31 - 0 months

    /32 - 0-6 months

    /33 - 6-9 months

    /34 - 9-12 months

    /35 - 12-18 months

    /36 - 24 months

    /02 - 2 Toddler

    /03 - 3 Toddler

    /04 - 4 Child

    /05 - 5 Child

    /06 - 6 Child

    /08 - 8 Youth

    /10 -10 Youth

    /12 -12 Youth

    /14 -14 Youth

    /16 -16 Youth

    /18 -18 Youth

    /48 - S Youth

    /59 - M Youth

    /60 - L Youth

    /61 - XL Youth

    I use crystal reports and use these KEYS I have setup to print Invoices, PO and reports.  I isolate the Style/items number then group by colour, fabric. width, length, size or other options/KEYS I have setup and use crystal to add them up per style, colour, fabric. width, length.  

    Please note my crystal report is quite complicated but works very slick.

    You can STILL use your normal Invoice and PO printing would just print one per line however.

    Entering in each item is fairly quick - cut and paste the style - then append the size code - keep pasting the stle code and adding the size tot he code for each next size.....  You can even setup Fkeys/macros if you don't want to remember the codes......

    ctrl-S - puts /65 ctrl-M puts /69 etc....

  • 0 in reply to Configure That Computer Services

    Thank you for the expansive response! Do I need the Custom Pack to be able to add keys? Otherwise, how do I do it? I googled around a bit, and couldn't find an answer on custom keys without the Custom Pack.

  • 0 in reply to Balsam Promotions

    Yes, you will need to purchase Custom Pack as an add-on product for Standard Edition. If you have Client Server Edition it comes with the product.

    Custom Pack also does 4 other useful functions, like Mail Merge, Customer Spec Pricing and Document Linking to attach files/websites to your orders.

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