Creating a Sales Item

Creating a Sales Item

New Sales Item setup

To create a new ‘Sales’ item in IQ, click onto ‘New IQstore Item’ under the ‘Inventory heading:

 

This will take you to the ‘New Sales Item’ screen:

 

 

First, select and upload an ‘Image’ of the item. Click Select Image to navigate to your image file, then click the arrow to upload. 
This can be any of the following file type jpg, jpeg, jif, jfif, png, tiff, tif, gif or bmp.

 


Now enter the product details:

 


Select the ‘Type’ from the list:



If the Type you want to assign to your product doesn’t exist in the dropdown these can be managed via the Admin>IQstore Admin>Item Types.



DESCRIPTORS

Enter a ‘Product Code’. If the product code already exists, select it from the list or type a code if it is new. If you are creating your product codes they should be a consistent naming format that suits your site.

Enter a name and description:


 

 

Pricing Methods

In the sample above, the pricing method is set to Each. Using Each as the Pricing Method, the price is a "Per Unit" price and will be calculated as unit price times quantity e.g. each copy will cost $9.95 regardless of quantity.

The other 3 pricing methods in the dropdown; Set Quantity Breaks, Price By Next Quantity Break, and Price By Each Up To Break are outlined following. There is a tooltip within printIQ which also covers these methods.


 If you choose an option other than Each for pricing the Edit Pricing button will appear.



Clicking Edit Pricing opens a table for entering the pricing data, add extra rows by clicking in the blank row at the bottom. This can also be copied and pasted from Excel. 

NOTE – You can only have a maximum of x50 price points.



The same table opens for each method but depending on the method chosen the calculations are different.


Set Quantity Breaks


The customer can only select a quantity from the breaks you set.
Price entered is a "Per Quantity" price. The quantity will cost the price entered against that quantity in the table, e.g if a customer ordered 2 copies the cost is $17, or 4 copies the cost is $32.

This method allows you to set limited order quantity options and offer bulk pricing discounts if you choose. You could choose to offer no discount; the main advantage of this method is to set quantity breaks. Based on the table below the customer could only choose a quantity of 1, 2, 3, 4 or 10.




Price By Next Quantity Break

Price entered is a "Per Unit" price.

Unit price is determined by the next quantity break that the quantity fits into.
E.g. An order of 125 won’t fit into the first break of 100 so it goes to the ‘Next Quantity Break” of 150 and would be priced at $6 each unit.
This would calculate as 125 times $6 = $750

The last item should have no quantity to act as a ‘catch all’.




Price By Each Up To Break

Price entered is a "Per Unit" price for each quantity break.

This is calculated by applying unit price to each quantity that fits into a quantity break.

The last item should have no quantity to act as a ‘catch all’.

e.g. An order of 125 would be priced as follows:

using the 100 price of $7 for the 0-100 break and using the 150 price of $6 for the 25 units in the next break of 100-150.

Total price would calculate as:

100 times $7 = $700, plus 25 times $6 = $150. The $700 for the first 100 copies plus the $150 for the remainder equals a total of $850.




The information in the table for both examples is identical but the price has calculated to $100 higher for the second method (each quantity break). The first method (next quantity break) fits the entire quantity into the cheaper price break. The last quantity should be large enough to act as a ‘catch all’.


Customer Specific Pricing

Customer Specific Pricing allows you to control the price at the customer level if it is required.

This pricing method does not by-pass the products ‘Accessed By’ values – all customers accessing the item must be included in the ‘Accessed By’.



The table presented for Customer Specific Pricing differs depending on the Pricing Method set above.

When the pricing method is ‘Each’ you can specify individual customers and / or customer groups and a unit price.


If any of the other Pricing Methods (besides Each) are used, then a 4th column appears in the Customer Pricing table to allow you to specify quantity breaks.



In the above example, customer TstRet will get different pricing depending on the quantity purchased. 

Customers in the BookWholesale customer group will get this item for $17.45, irrespective of quantity (up to 9999).

All others (assuming this item is available to ‘Everyone’) will get pricing as set in the ‘Edit Pricing’ table as set under the Pricing Methods above.


Quantity, Backorder and Active Options



The ‘Default Quantity’ field sets the default that is entered for the product, if you are using set quantities you should enter the first set quantity offered to customers. 

The ‘Allow Backorder’ checkbox allows customers to order out of stock items.

The ‘Active’ checkbox allows for different scenarios such as: entering item’s information in advance and ‘Activating’ when you want to make it available for sale or deactivating out of stock items and reactivating when items are in stock.


Freight and Handling Options

Freight

can be set to ‘Price Normally’ as per your normal freight pricing, or as a Single Charge for the item ordered regardless of quantity. If you choose single charge you will get an option to enter a price.

                 

 


Handling has various options for pricing, the table is similar to the quantity pricing table.

              


Handling Fee Pricing Options 

SINGLE FEE – Item Charge

One fee for the whole line item (regardless of quantity). 

if there are multiple different items on the order, each item will have a charge applied.

SINGLE ORDER FEE – Order Charge

With Single Order Fees, only the HIGHEST fee is applied to the order. Of 4 items on an order, if 2 have $5 Single Order Fees and the other two have $10, it is $10 that is applied to the sales order,


EACH – Unit Charge

Quantity based handling fee. Handling fee is multiplied by the quantity ordered.


SINGLE FEE BY NEXT QUANTITY BREAK – Item Charge

Single Fee by Next Quantity Break behaves like the Single Order Fee – except you can ‘scale’ the handling fee depending on quantity.  

In the example below, up to 100 units will incur a handling fee of $10. Ordering 1200 would incur a handling fee of $30 (being the NEXT Quantity break). 

The final number acts as a ‘catch all’.




COMBINED FEE BY NEXT QUANTITY BREAK – Unit Charge

This is entered as a ‘per unit’ fee. It too allows for a scale depending on the quantity ordered.

Again, below is the per unit price against the quantity breaks. An order for 400 would incur a handling fee of 400 * 0.09 = $36.



COMBINED FEE BY EACH UP TO BREAK – Unit Charge

This is also entered as a ‘per unit’ fee. It too allows for a scale depending on the quantity ordered.

However, when calculating the handling fee, each break is calculated.

An order for 400 would incur a handling fee of (100 * 0.15) + (150 * 0.12) + (150*0.09) = 15 + 18 + 13.5 = $46.50.





IQ Tooltip Pop Up




 

 


STEP 1B: ADVANCED DETAILS


The Advanced Details section is where you can enter the inventory information for the item.





Location - Choose a location for the material. This can be something general like the name of your company or if you have a full inventory warehouse configured, you can specify the exact location where this stock will be stored. 

Supplier - Select the default supplier the item is ordered from. Once the item has been created, you can add additional suppliers from within the inventory section of IQ. 

Owned by - You can specify if the material is owned by the 'Factory' (you), 'Supplier' or 'Customer'.   

Access Type - Set the access to the item for ordering. This can be set to Anyone, Group or Customer.

Access By – Based on your access type setting, you then choose a group or a specific customer from the dropdown.

Weight Per Single Unit - You can enter a weight for the item.

Item Units - Select the qty the item is ordered in. 

Initial Stock Count - If you already have stock on hand when you create the item, you can enter the qty here. 

Quote Number – Enter the quote number rom the supplier.  

Next you have a set of checkboxes: 

Managed Item - Check this on if you want to manage the stock levels of the material. This allows you to do a 'pick' on the item from within a jobs 'Stock Pick' screen. 

Awaiting Delivery - This is a flag you can check on if when creating the item, you can mark it as awaiting delivery and you can filter this on the inventory screen for tracking purposes. 


STEP 1C: Labels

This screen will give you a preview of and allow you to print, the item labels.



Click Proceed at the bottom to complete Step 1.



Step 2. Now you can add it to a ‘Category’ and add ‘Tags’ to make it easier for customers searching your products:


 

Categories are managed in the Admin>Factory Capabilities screen via Manage Product Categories.



Tags can be added on the fly, but you should have a set of standard keywords you use for your factory to consistently tag your store items.

Tags can be accessed via the Admin>IQstore Admin menu.



Once you ‘Proceed’ you will be taken to the final screen. Here you can go back and alter information by clicking on the header of each of the ‘Steps’, ‘Discard’ the item or ‘Confirm’:

The item will now be available when making a new sales order. Your item shows in the category you set it to, for the customers or customer group. You can also see stock on hand and the default quantity you set.




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