Creating SKU Classes and SKU Items

 

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In order to charge for items in ActionFlow, each item be registered in the SKU Items tab – this means there is a unique SKU Item assigned to a SKU class and the SKU item has been added to a Price List. Therefore, the first step to charge for items in ActionFlow is creating SKU Classes.

Step 1- Create a SKU Class

Follow the steps below to add a new SKU Class:

    1. Click on the Administration tab on the top navigation bar. Once in the Administration Tab, locate the SKU Classes on the left side of the screen.
    2. Click the Green Plus sign to add a new SKU Class.
    3. Complete the key Class properties listed here. There are additional properties (described below) that may or may not apply to the class.
      • Class – the name of the group of SKU items
      • Type – how SKU classes are grouped
      • Sort – the order the class will appear on customer reports
      • Invnty? – whether or not the class is inventory
    4. Click on the Save button in the upper right-hand corner to save the SKU Class.
    newSKUClass

    SKU Class Properties

    This is a brief overview of the SKU Class Properties. (Click on property to learn more)

    Property

    Description

    Class

    Name of the Class – this will define a group of SKU items

    Type

    The SKU classes are grouped into classes, and they fall into different Types. The different Types are listed in this dropdown

    Sort

    The Sort number defines how line items will be sorted in the area module and various reports

    Btn#

    Add buttons to the area module to quickly access a SKU class.

    Invnty?

    Track the SKU items in this class as Inventory items

    NonSer?

    Designate non-serialized inventory items that will not have a unique ID (ie. caulk, brackets, polishing pads, sinks, etc.)

    Sink?

    Designate the class as sinks for sink reports

    Invoice Accounting Mapping

    Maps classes in ActionFlow to the name in your item list in QuickBooks

    Inventory Accounting Mapping

    Map inventory to an item that is also an inventory part in QuickBooks.

    Group

    Define groups for the Span report

    MaterialWaste%

    Estimate how much material is wasted to calculate cost and margin

    Default Vendor

    Assign a default vendor for inventory classes

    Step 2- Add a SKU Item to a SKU Class

    To manually add a new SKU Item:

    1. Select the SKU class to which it belongs.
    2. Once the SKU Class is highlighted blue, click on the green plus sign under the SKU Items Section.
    3. Fill out the information based on the columns above that you want to add. (The SKU, SKU Class and Unit are required columns)
    4. Click on the Save button in the upper right-hand corner.

    Note: If both the SKU class and SKU item are new, you will need to refresh the SKU page or leave that class and come back to it to see the new SKU item.

    To add SKU items in bulk, you can use the SKU Import Tool.

    Use the Vendor SKU Tool to set depth, length, and cost for SKU items for each vendor.

    We take the SKU page seriously because it impacts your shop’s bottom line. Therefore, we recommend working with your account manager to learn how to add SKU items before making changes on this page.

    newSKUItem

    SKU Class Properties

    This is a brief overview of the SKU Item Properties. (Click on property to learn more)

    Property

    Description

    SKU

    A unique name for the SKU item

    Class

    Identifies the SKU Class

    Unit

    Unit of measure for SKU Item calculations

    Lngth

    Default Length – applies to slabs

    Dpth

    Default Depth – applies to slabs

    Stock?

    Designate a SKU Item as Stock

    Thck

    Default Thickness – applies to slabs

    Unit Cost

    How much the item costs per unit

    SlabSqFt

    The surface area of a slab – ie. total square feet of slab

    Slab Cost

    The total cost of a slab

    CostGroup

    Presort items into pricing groups

    NS Qnty

    # of nonserialized items in stock

    Alert Qnty

    Set the minimum for # inventory items before more need to be ordered

    Mrgn

    Set the margin for a material SKU item that overrides the Price List’s default margin

    LamWdth

    Default laminate width

    Aliases

    Other names for the SKU Item, usually for materials

    Description

    Provide a detailed description that will appear on reports

    DrawingItem

    A drawing item is a line item that is added to a countertop and shows up on the drawing

    DrawValue1

    DrawValues define the appearance of drawing items - see detailed instructions for each drawing item

    DrawValue2

    ^

    DrawValue3

    ^

    LinkedDrawingItem

    Link SKU items to a drawing item – ie. a sink model with an undermount cutout

    Image

    Add images that will be displayed on reports for a SKU item

    Remnant

    Set remnant percentage value of a slab that is carried over when a remnant is created

    Invoice Accounting Mapping

    Maps SKU items in ActionFlow to the name of items in QuickBooks

    Inventory Accounting Mapping

    Map inventory to an item that is also an inventory part in QuickBooks

    DefaultRev

    Default revenue price charged to customer

    -T?

    Designate items for T dollar calculations (material and inventory items)

    Cost %

    Set a default cost percent that will automatically be calculated when quoting

    DefaultCategory

    The Default Category is used as part of the SKU Import function to automatically add the item to a category

    TaxCodeOR

    Tax Code Override - Match tax codes that are set up in QuickBooks

    LastEditBy

    Last user to edit this SKU Item

    SKUID

    Unique ID to the SKU item, used by AF developers

     

    Next Step: Adding SKU Items to Price Lists

     

    Filters and Search Options in Grids

    Filter by Above Class

    The SKU Items section is filtered by class by default. You can see all SKU Items at once by unchecking the “Filter By Above Class” box. Clicking the “SKU” column header will then display the SKU items in alphabetical order which can help identify SKU items that have similar names.

    Filter

    Most of the columns in ActionFlow grids can filter based on certain criteria. Click the icon, set your search criteria, then click “filter.”

    Filtering

    Full Text Search

    A “Full Text Search” allows you to search an entire grid for matching text. To access this tool, select a row in any grid and then hit “Ctrl + F” When you begin typing, Actionflow will highlight and filter data rows that contain that text.