Stock Web Categories Reports Tab
Website Categories setup and maintenance is an Advanced User feature. Please speak to your website developers before using this functionality. |
The Reports tab has the following three sub-tabs which help the user manage the web categories:
Note: the grids from these sub-tabs can be printed using Print Grid or Send to Notepad.
Stock Items / Categories Tab
This sub-tab lists all stock items on the system and the website and category they are listed in.
Notes:
- If the stock item is held in more than one website and more than one level it will be displayed on one line per category per website.
- To view the Short Description, Long Description and/or Web Teaser columns the user must select the Tree radio button in the filters area.
- If in edit mode and the Short, Long or Web Teaser fields are displayed then double-clicking on them allows the user to add or change the information in the Stock Category dialog, see How To: Edit Stock Short and Long Descriptions and Web Teasers from one screen.
The screen consists of the upper filters and the grid.
Stock Items / Categories Filters
- Go button: must be pressed to populate the grid.
- Short Description checkbox: when ticked the grid will display three additional columns for the short description:
- Stock: the short description as defined against the stock item in the
[ Stock | Detail | Properties ]
screen. - Category: the short description defined against a category in a web site.
- Web Site: the short description defined against a web site.
- Stock: the short description as defined against the stock item in the
- Long Description checkbox: when ticked the grid will display three additional columns for the long description:
- Stock: the long description as defined against the stock item in the
[ Stock | Detail | Telesales/Internet ]
screen. - Category: the long description defined against a category in a web site.
- Web Site: the long description defined against a web site.
- Stock: the long description as defined against the stock item in the
- Web Teaser checkbox: when ticked the grid will display three additional columns for the web teaser:
- Stock: the web teaser as defined against the stock item in the
[ Stock | Detail | Telesales/Internet ]
screen. - Category: the web teaser defined against a category in a web site.
- Web Site: the web teaser defined against a web site.
- Stock: the web teaser as defined against the stock item in the
- Stock Code when ticked the grid will display three additional columns for the stock code.
- Stock: the stock code as defined against the stock item in the
[ Stock | Detail | Properties ]
screen. - Category: the stock code defined against a category in a web site.
- Web Site: the stock code defined against a web site.
- Stock: the stock code as defined against the stock item in the
- Deleted (Discontinued / Publish to Web) Tri-state checkbox (default=grey): combines the Discontinued and Publish to Web flags, for example when ticked allows the user to view items that are both discontinued and not published to the web.
- Object:
- Original (default): will display the default column headings in the grid.
- Tree: this radio button must be selected if the user wishes to view the Short Description, Long Description and/or Web Teaser columns.
Stock Items / Categories Grid
The following column headings are the default headings. If the user wishes to add column headings for the Short Description, Long Description and/or Web Teaser columns they will need to select the Tree radio button above and tick the checkbox adjacent to the option they wish to view. Double-clicking on a stock item in the grid while in edit mode allows the user to add or change the entries.
- Sk Code: the stock code.
- Sk Desc: the stock description.
- Category: the website and category the stock item is held in.
Stock Items / Categories Context Menu
- Goto Stock Item: opens the stock screen for the item currently focused on.
- Clear Selection: deselects the currently selected line(s).
Empty Child Categories Tab
The Empty Child Categories sub-tab displays the categories that contain no stock items. The number of levels that the user wants to view is controlled by the spinner at the top.
Notes:
- The node levels are displayed starting from the furthest from the website node.
- Press the Go button to populate the grid.
Up/Cross Sell Not in Web Config
The Up/Cross Sell Not in Web Config screen lists all the up and cross sell items on your system and indicates if they are not in a web category, for example the parent item is listed but the cross sell item has not been added.
- Sk Code: the child stock item the customer may like to order because they have ordered the parent stock item.
- Parent Sk Code: the parent stock code (the one when added to a manual sales order will prompt the up/cross sell popup).
- Category: the category the up/cross sell item is in.
Note: if the item is in more than one category these will be listed on separate lines.