IdealWare Online Users ManualIY4-09-02 I/Y MAINTENANCE |
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│06/26/07 IDEAL BUILDING SUPPLIES LTD. │ │ PRODUCT MAINTENANCE - SCREEN 1 NOTES? │ │────────────────────────────────────────────────────────────────────────────────│ │ PRODUCT CODE _______________ │ │────────────────────────────────────────────────────────────────────────────────│ │01 PRODUCT TYPE @ LOCATION │ │02 DISPLAY DESC │ │03 EXTRA DESC 1 │ │04 EXTRA DESC 2 13 UPC BAR CODE(S)│ │05 EXTRA DESC 3 │ │06 PRODUCT GROUP 11 QUICK CODE │ │07 BASE UNIT 12 LOGICAL CD │ │08 ALT-1 UNIT/MULT │ │09 ALT-2 UNIT/MULT │ │10 ALT CODE │ │────────────────────────────────────────────────────────────────────────────────│ │ CODE HIS PROD CODE REBATE │ │14 SUPPLIER 1 │ │15 SUPPLIER 2 │ │16 SUPPLIER 3 │ │17 SUPPLIER 4 │ │────────────────────────────────────────────────────────────────────────────────│ │F1=OTHER OPTIONS, F2=SCAN, F4=EXIT, F5=PRODUCT INQUIRY, WORD+F5=WORD SEARCH. │ │F8=MAS-1, F9=MAS-2, F10=REGIONAL, F11=STORE, F12=STATS. │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Enter PRODUCT CODE of product to process or display.
Multiple products can share the same code (see 30974 - PRODUCT CODE INQUIRY). When adding a new product, if possible first find a similar existing product that the new product can be based upon and display it before adding the new product. Many fields will then default to the previously displayed product values. See 31015 - PRODUCT MAINTENANCE, MODIFYING PRODUCTS.
If you are adding a new nonlumber product (ie SA, SM or SE type), if possible first find a simmilar existing product that the new product can be based upon and display it before adding the new product. Many fields will then default to the previously displayed product values.
[Enter] to clear display and return to PRODUCT CODE field.
The product code of the selected product still displays.
"+" to add a new product code.
The program will automatically create a product code for you based on the next available product code following the code you displayed.
If you are adding any new product not based on an existing product, proceed as follows.
"1""0""0""0""0""0""+" to add a new product code.
The program will automatically create a product code for you based on the next available product code in the system.
OR
Enter any number greater than 100000.
The program will use the number you enter as the product code, if that number is not already being used as an existing product code. If the program creates the product code 000000, it means you did display a product previously from which the program could generate a new code. In this case, press [F2] and find an existing product (see 31015 - PRODUCT MAINTENANCE, MODIFYING PRODUCTS) or create a new product code as described immediately above.
Whichever method you use to add a new code, the following prompt displays.
[Enter] to add new product code.
The program accepts the new product code and advances to the next data field. If a product was previously displayed, the program will use that product to display default values in each field.
[F1] to add new product code AND clear default values.
This option resets all the data fields to display null values. Select this option if you want to have the program generate a new product code from an existing product, but you do not want to use the data from that particular product as default values for the new product.
[F2] to cancel new product entry.
The program returns to the previously displayed product, if any.
[F3] to re-enter the previous product code.
[F9] to access quick add mode.
Use this feature to accept default values automatically in certain fields thus eliminating the need to tab through them one by one. This greatly speeds up the entry of new products especially if the new products are based closely on a previously displayed product. You will only be required to enter data in those fields which distinguish the new product from other products of the same product line.
[F1] to display product list by PRODUCT CODE for selection.
Type a number and press [F1] to begin the list at the number entered.
[F2] to display last product accessed.
[F4] to exit to menu.
[F5] to display PRODUCT INFORMATION INQUIRY menu.
See 30976 - PRODUCT INFORMATION INQUIRY.
WORD + [F5] to display product list by KEY WORD for selection.
Type a key word to search by then press [F5].
[F8], [F9], [F10], [F11] or [F12] to display maintenance screens.
When moving to a new screen you have the option of entering a different product code. Each screen is described in detail in 31017 - DISPLAY & ENTRY SCREEN FIELDS section of the manual. When you enter an existing product code the program then displays all of the available information pertaining to that product.
For detailed information about each field refer to PRODUCT MAINTENANCE - FIELDS MASTER SCREEN 1.
When adding product information on master screen 1, the following fields require entry: PRODUCT TYPE, DISPLAY DESC, BASE UNIT, PROD GROUP and at least one SUPPLIER CODE. All other fields are optional. If you add a product using quick add mode you are required to enter data only at the DISPLAY DESC field to distinguish the new product from the product on which it is based.
During quick add mode, the cursor will stop at the PRODUCT GROUP CODE and UNITS of MEASURE fields. You can simply press [Enter] to accept the default value or modify it as required to distinguish the new product. The cursor stops at the QUICK CODE and LOGICAL CODE fields whether or not the product you are basing the quick add product upon had data entered in these fields. You can press [Enter] to bypass them or enter desired codes. The program can also be configured so that the cursor only stops at the first SUPPLIER field. You can modify any field once the screen is completed by specifying a field to modify.
At each field you have the following options.
Enter code or data being requested.
[Enter] to accept displayed value or value you entered.
[F2] to clear field or set value to 0, depending on field data type.
[F3] to return to previous data field.
[F4] to exit to end of field options, when in modify mode.
[F5] to access applicable inquiry, where appropriate.
FIELDS - PRODUCT MASTER SCREEN 1
Enter product type code.
Currently recognized product types are: 'I': insulation, 'L': lumber, 'P': plywood, 'G': gyprock, 'SA': store average, 'SM': store markup, 'SE': service. See PROCEDURE - LOGICAL CODE FORMATTING and 31022 - PRODUCT TYPE MAINTENANCE.
[Enter] to accept displayed value.
[F3] to return to previous field.
Enter product description.
You can enter up to 30 alpha/numeric characters. Use the TAB and ARROW KEYS to move around the field to modify the description and the INSERT key to toggle between insert and typeover modes.
[Enter] to accept displayed value.
[F3] to return to previous field.
Enter optional additional description lines.
You can enter up to 30 alpha/numeric characters per line. Use the TAB and ARROW KEYS to move around the field to modify the description and the INSERT key to toggle between insert and typeover modes.
[Enter] to bypass.
[F3] to return to previous field.
Enter shipping description in 03 EXTRA DESC 1 field.
"." to insert display description into this field.
[Enter] to bypass.
[F3] to return to previous field.
Enter product group code.
You do not have to enter the **'s that are used to pad product group codes. The program will do that automatically.
[Enter] to accept displayed value.
[F3] to return to previous field.
[F5] to display list of product group codes for selection.
[F12] to access product group maintenance.
Enter base unit of measure/pricing.
The units of measure are defined in the UOM maintenance program.
[Enter] to accept displayed value.
[F3] to return to previous field.
Enter optional alternate unit of measure.
After entering a value the program prompts you to enter the number of base units in the alternate unit.
Enter number of base units represented by ALT-1 unit.
Applicable only for SA and SM type products. If you are basing a new product on an existing product, the number of base units in the alternate unit for pricing level 2 of the existing product will be displayed.
[Enter] to accept displayed value.
[F3] to return to previous field.
[Enter] to accept displayed value or bypass.
[F3] to return to previous field.
Enter a second optional alternate unit of measure.
After entering a value the program prompts you to enter the number of base units in the alternate unit.
Enter number of base units represented by ALT-2 unit.
Applicable only for SA and SM type products. If you base a new product on an existing product, the number of base units in the alternate unit for pricing level 3 of the existing product will display.
[Enter] to accept displayed value.
[F3] to return to previous field.
[Enter] to accept displayed value or bypass.
[F3] to return to previous field.
Enter alternate product code.
You can enter up to 15 alpha/numeric characters. Use the TAB and ARROW KEYS to move around the field to modify the code and the INSERT key to toggle between insert and typeover modes. Multiple products can share the same code: refer to 30974 - PRODUCT CODE INQUIRY.
[Enter] to accept displayed value or bypass.
[F3] to return to previous field.
Enter product quick code.
You can enter up to 15 alpha/numeric characters. Use the TAB and ARROW KEYS to move around the field to modify the code and the INSERT key to toggle between insert and typeover modes. Multiple products can share the same code: refer to 30974 - PRODUCT CODE INQUIRY. Additionally, your system can be configured so that a product's quick code can be displayed throughout the system instead of the main product code.
[Enter] to accept displayed value or bypass.
[F3] to return to previous field.
Enter product logical code.
You can enter up to 15 alpha/numeric characters. Use the TAB and ARROW KEYS to move around the field to modify the code and the INSERT key to toggle between insert and typeover modes. Multiple products can share the same code: refer to 30974 - PRODUCT CODE INQUIRY. Refer to PROCEDURE - LOGICAL CODE FORMATTING for creatING new logical codes.
[Enter] to accept displayed value or bypass.
[F3] to return to previous field.
Enter product UPC bar code(s).
You can enter up to 10 alpha/numeric characters. Use the TAB and ARROW KEYS to move around the field to modify the code and the INSERT key to toggle between insert and typeover modes. You can enter multiple bar codes for a product. Multiple products can share the same code: refer to 30974 - PRODUCT CODE INQUIRY.
[Enter] to accept displayed value.
[F3] to return to previous field.
This alert message is generated when you enter a product, alternate, quick, logical or UPC code that is used by another product.
[Enter] to clear alert message.
The cursor advances to the next data field. You must then press [F3] to return to the previous field and re-enter the code.
Enter primary and any alternate supplier codes.
The cursor advances to each field automatically to enable you to enter supplier product codes and product rebates. Press [Enter] to bypass a field. Multi site environments can be configured to maintain the supplier sort order on master screen 3.
[Enter] to accept displayed value or bypass.
[F2] to clear field.
If you press [DEL] to delete the field value, the program will restore the value when you press [Enter].
[F3] to return to previous field.
When you have complete entering data the screen will look similar to the following screen example.
Example Master Screen 1 display:
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│06/26/07 IDEAL BUILDING SUPPLIES LTD. │ │ PRODUCT MAINTENANCE - SCREEN 1 NOTES? N │ │────────────────────────────────────────────────────────────────────────────────│ │ PRODUCT CODE 100101 1 IN CHAIN LINK │ │────────────────────────────────────────────────────────────────────────────────│ │01 PRODUCT TYPE SA @ LOCATION │ │02 DISPLAY DESC 1 IN CHAIN LINK │ │03 EXTRA DESC 1 │ │04 EXTRA DESC 2 13 UPC BAR CODE(S)│ │05 EXTRA DESC 3 1234567890 │ │06 PRODUCT GROUP BM-**-**-** 11 QUICK CODE 1CHLINK │ │07 BASE UNIT FOOT 12 LOGICAL CD 100101 │ │08 ALT-1 UNIT/MULT REEL 0250.00000 FOOT/REEL │ │09 ALT-2 UNIT/MULT CASE 1000.00000 FOOT/CASE │ │10 ALT CODE 1CHAIN │ │────────────────────────────────────────────────────────────────────────────────│ │ CODE HIS PROD CODE REBATE │ │14 SUPPLIER 1 METRO 1INCHAINLINK │ │15 SUPPLIER 2 │ │16 SUPPLIER 3 │ │17 SUPPLIER 4 │ │────────────────────────────────────────────────────────────────────────────────│ │** FIELD NUMBER TO MODIFY (CR TO CONTINUE): __ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Enter field number to make changes.
When adding a new product, you can return to any field to modify it prior to updating the new entry. From any field press [Enter] to advance to the next field, press [F3] to re-enter the previous field or press [F4] to return to this prompt.
[Enter] to accept all field values.
When adding a new product the program will advance to master screen 2.
MASTER SCREEN 2
This section explains in detail the procedures required to add new products to inventory and complete data entry on master Ssreen 2. During quick add mode, master screens 2 and 3 are bypassed completely. All fields default to the previously entered or displayed values.
Refer to the 31017 - PRODUCT MAINTENANCE DISPLAY & ENTRY SCREEN FIELDS for a detailed explanation of each entry field.
PROCEDURE - MASTER SCREEN 2
For existing products you can access master screen 2 by pressing [F9]. When adding a new product, press [Enter] to accept the field values entered on master screen 1. At master screen 2, the PRODUCT STATUS field will be completed. If you are in quick add mode, all of the relevant fields will be completed.
PRODUCT MAINTENANCE MASTER SCREEN 2
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│Oct20/07 D E M O C O M P A N Y │ │ PRODUCT MAINTENANCE - SCREEN 2 NOTES? N │ │────────────────────────────────────────────────────────────────────────────────│ │ FOLIO NUMBER _______________ │ │────────────────────────────────────────────────────────────────────────────────│ │01 PRODUCT STATUS │ │02 LABELS? 17 RESERVED │ │03 RESERVED 18 RESERVED │ │04 RESERVED │ │05 RESERVED 19 RESERVED │ │06 SECURITY TAG CD 20 RESERVED │ │07 RESERVED 21 RESERVED │ │08 RESERVED │ │09 PST EXEMPT? 22 PIECES/PACK #1 │ │10 GST EXEMPT? 23 PIECES/PACK #2 │ │11 FBM FACTOR 24 PIECES/PACK #3 │ │12 LIN/SQFT 25 TRACKED BY │ │13 LOCATION (SETUP) 26 UPDATE OTHER SALES STATS? │ │14 BASE COST (SETUP) 27 ALLOW/REQUIRE COST ENTRY? │ │15 WEIGHT 28 EXTRA COST TYPE PRODUCT? │ │16 MIN GROSS PROFIT% 29 EXTRA COST TO ACCRUED PAY? │ │────────────────────────────────────────────────────────────────────────────────│ │F1=CODE SCAN, F2=SCAN, F4=EXIT, F5=PROD INQ, WORD+F5=WRD SRCH, GROUP+F6=GRP SRCH│ │F8=SCREEN-1, F9=SCREEN-2, F10=SCREEN-3, F11=SCREEN-4 │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
[F1] to access product by contract inquiry for selection.
[F2] to scan products for selection.
[F4] to exit to menu.
[F5] to access product inquiry for selection.
WORD + [F5] to display product list by KEY WORD for selection.
Type a key word to search by then press [F5].
GROUP + [F6] to display product group list for selection.
Type a group to search by then press [F6].
[F8], [F9], [F10] or [F11] to display maintenance screens.
When moving to a new screen you have the option of entering a different product code. Each screen is described in detail in 31017 - DISPLAY & ENTRY SCREEN FIELDS section of the manual. When you enter an existing product code the program then displays all of the available information pertaining to that product.
FIELDS - MASTER SCREEN 2
Enter product status from selection list.
[Enter] to accept displayed value.
[F3] to return to master screen 1.
This field is used to flag package type products. For regular products this field MUST be set to "N". For package type products this field MUST be set to "Y". See 31008 - PACKAGE MAINTENANCE.
"Y" for package type product.
"N" for non-package type product.
[F3] to return to previous field.
You must enter a security tag code for each product. IdealWare currently recognizes 4 security tag codes.
"S" for soft security.
"H" for hard security.
"N" for no security.
"O" for other security.
[F3] to return to previous field.
This field is used to flag provincial sales tax exempt products.
"Y" for PST exempt.
"N" for PST taxable.
[F3] to return to previous field.
This field is used to flag goods & services tax exempt products.
"Y" for GST exempt.
"N" for GST taxable.
[F3] to return to previous field.
Enter FBM factor.
Applicable to lumber type products only. The program will calculate the factor based on the product code. This field accepts only the standard FBM factors calculated from the nominal thickness and width The, ie 1x12 = 1.0, 2x6 = 1.0, 2x4 = .66, etc.
[Enter] to accept the displayed value.
[F3] to return to previous field.
Enter lineal or square footage measure factor.
Lineal is applicable to lumber and gyprock type products and square footage to plywood and insulation type products. The program will calculate the factor based on the product code. This field accepts only the standard factors calculated from the nominal dimensions, ie 1x12 = 1.0, 2x6 = 2.0.
[Enter] to accept displayed value
[F3] to return to previous field.
Enter location of product by store and other criteria.
Location codes are setup in the location maintenance program. The value entered here can be changed later.
[Enter] to accept displayed value.
[F3] to return to previous field.
Enter base unit of costing.
This is typically a temporary figure until costs are setup in the costing maintenance program.
[Enter] to accept displayed value.
[F3] to return to previous field.
Enter product weight.
[Enter] to bypass.
[F3] to return to previous field.
Enter minimum gross profit percentage.
[Enter] to bypass.
Products with a percentage value in this field will require entry of an override password to sell at a price that would cause the gross profit for the product on the sale to fall below the value entered here. The following warning displays during sale order entry.
Enter override password to sell the product anyway.
[F3] to change product price.
[F3] to return to previous field.
This field sets the number of pieces in various package sizes. Applies to lumber, plywood and gyprock type products only.
Enter number of pieces per pack.
[Enter] to accept displayed value.
[F3] to return to previous field.
If your system is configured to track products by serial numbers or purchase orders, this field is used to indicate which. Otherwise this field defaults to "N".
If product sales should update OTHER SALES STATS rather than normal SALES STATS set this option to "Y", otherwise this field should be left to the default "N". OTHER SALES STATS are those which do not affect the gross profit on a sale. Therefore, a before taxes $1,000 invoice that has a $200 component of OTHER SALES and a $500 cost would have a gross profit% of 30% rather than 50%. This is useful for service products such as delivery which you might not want to be included in the gross profit calculation. Customer balances and statistics screens and the salesman balances/statistics screen show OTHER SALES$ separately.
[Enter] to accept default value "N".
"Y" to update OTHER SALES STATS.
"N" to update SALES STATS.
[F3] to return to previous field.
If sales of this product should allow or require the entry of a cost, set this option to "Y", otherwise this field should be left to the default "N".
[Enter] to accept default value "N".
"Y" to allow/force cost entry during sale.
"N" to not allow/force cost entry during sale.
[F3] to return to previous field.
During sale order entry, when an EXTRA COST product is entered, the sales order entry program automatically prompts for a cost. Extra costs are accumulated on the order and reduce the gross profit for the order. EXTRA COST product lines do not print on the invoice or picking list documents.
[Enter] to accept default value "N".
"Y" to flag as EXTRA COST type product.
"N" to flag as regular cost product.
[F3] to return to the previous field.
Applicable only to EXTRA COST type products. If field 28 is set to "Y", you have the additional option of flagging the product as an "accrual" EXTRA COST product. The sales order entry program then also prompts for a supplier code. When the order is updated, "accrual" extra cost product entries are updated to the specified supplier.
[Enter] to accept default value "N".
"Y" to flag as EXTRA COST ACCRUAL type product.
"N" to not flag as accrual.
[F3] to return to previous field.
When you have complete entering data the screen will look similar to the following screen example.
Example Master Screen 2 display:
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│Oct20/07 D E M O C O M P A N Y │ │ PRODUCT MAINTENANCE - SCREEN 2 NOTES? N │ │────────────────────────────────────────────────────────────────────────────────│ │ FOLIO NUMBER 100004 (2X4) 2X4 RANGE LENGTH │ │────────────────────────────────────────────────────────────────────────────────│ │01 PRODUCT STATUS RE REGULAR │ │02 LABELS? N 17 RESERVED │ │03 RESERVED 18 RESERVED │ │04 RESERVED │ │05 RESERVED 19 RESERVED │ │06 SECURITY TAG CD NONE 20 RESERVED │ │07 RESERVED 21 RESERVED │ │08 RESERVED │ │09 PST EXEMPT? N 22 PIECES/PACK #1 0 │ │10 GST EXEMPT? N 23 PIECES/PACK #2 0 │ │11 FBM FACTOR 00.66667 24 PIECES/PACK #3 0 │ │12 LIN/SQFT 8.00000 25 TRACKED BY N NO │ │13 LOCATION (SETUP) 000-00-000 26 UPDATE OTHER SALES STATS? N │ │14 BASE COST (SETUP) 0.00 27 ALLOW/REQUIRE COST ENTRY? N │ │15 WEIGHT 0.00 LB/FBM 28 EXTRA COST TYPE PRODUCT? N │ │16 MIN GROSS PROFIT% 0.00 29 EXTRA COST TO ACCRUED PAY? N │ │────────────────────────────────────────────────────────────────────────────────│ │** OK TO UPDATE? (CR=UPDATE; FIELD#=MODIFY; F4=BYPASS): __ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Enter field number to make changes.
When adding a new product, you can return to any field to modify it prior to updating the new entry. From any field press [Enter] to advance to the next field, press [F3] to re-enter the previous field or press [F4] to return to this prompt.
[Enter] to accept all field.
When adding a new product the program will advance to master screen 3.
[F4] to cancel.
When adding a new product, you are returned to master screen 1. When viewing/modifying an existing product, you exit to the menu.
MASTER SCREEN 3
This section explains in detail the procedures required to add new products to inventory and complete data entry in Master Screen 3. During quick add mode, master screens 2 and 3 are bypassed completely. All fields default to the previously entered or displayed values. Refer to the 31017 - PRODUCT MAINTENANCE DISPLAY & ENTRY SCREEN FIELDS for a detailed explanation of each entry field.
PROCEDURE - MASTER SCREEN 3
For existing products you can access master screen 3 by pressing [F10]. When adding a new product, press [Enter] to accept the field values entered on master screen 2. At master screen 3, the STORE CODE and PRODUCT CODE fields will be completed. If you are in quick add mode, all of the relevant fields will be completed.
PRODUCT MAINTENANCE MASTER SCREEN 3
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│12/22/07 D E M O C O M P A N Y │ │ REGION/PRODUCT MAINTENANCE - SCREEN 3 │ │────────────────────────────────────────────────────────────────────────────────│ │ REGION CODE 00 IDEALWARE STORE# 1 │ │ FOLIO NUMBER _______________ │ │────────────────────────────────────────────────────────────────────────────────│ │01 PRODUCT STATUS OTHER REGIONS: │ │02 RE-ORDER POINT │ │03 MULTIPLES OF BASE PRICE │ │04 ORDER UP TO ALT-1 PRICE │ │05 REGNL ORDER CTL ALT-2 PRICE │ │06 SOURCE STORE │ │07 SUPPLIER #1 │ │08 SUPPLIER #2 │ │09 SUPPLIER #3 │ │10 SUPPLIER #4 │ │11 MARGIN% - BASE 16 PAYMT DISCOUNT? │ │12 MARGIN% - ALT1 17 PRICE DISC CODE │ │13 MARGIN% - ALT2 18 INCLUDE IN STOCK COUNT? │ │14 RESERVED DATE LAST COUNTED │ │15 RESERVED │ │────────────────────────────────────────────────────────────────────────────────│ │F1=CODE SCAN, F2=SCAN, F4=EXIT, F5=PROD INQ, WORD+F5=WRD SRCH, GROUP+F6=GRP SRCH│ │F8=SCREEN-1, F9=SCREEN-2, F10=SCREEN-3, F11=SCREEN-4 │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
[F1] to access product by contract inquiry for selection.
[F2] to scan products for selection.
[F4] to exit to menu.
[F5] to access product inquiry for selection.
WORD + [F5] to display product list by KEY WORD for selection.
Type a key word to search by then press [F5].
GROUP + [F6] to display product group list for selection.
Type a group to search by then press [F6].
[F8], [F9], [F10] or [F11] to display maintenance screens.
When moving to a new screen you have the option of entering a different product code. Each screen is described in detail in 31017 - DISPLAY & ENTRY SCREEN FIELDS section of the manual. When you enter an existing product code the program then displays all of the available information pertaining to that product.
FIELDS - MASTER SCREEN 3
Enter store code for product.
In a single store environment this field defaults to the normal store code.
Displays product code entered or created in Master Screen 1.
Enter quantity at which reordering product is necessary.
The unit used should be the same at the normal costing unit with the supplier.
[Enter] to set to zero.
Enter normal reorder quantity.
[Enter] to accept default value of 1.
[F3] to return to previous field.
Displays the list of supplier codes as entered at master screen 1. You have the option to change the order if there are multiple suppliers.
[F1] to shuffle supplier order.
[F3] to return to previous field.
This field applies to SM type products only and is based on the selling price derived from the base pricing value.
Enter base markup percentage used to calculate price of product.
This field applies to SM type products only and is based on the selling price derived from the level 2 pricing value.
Enter alt1 markup percentage used to calculate price of product.
This field applies to SM type products only and is based on the selling price derived from the level 3 pricing value.
Enter alt2 markup percentage used to calculate price of product.
"Y" to indicate there is a payment discount available.
"N" to indicate there is no payment discount available.
Enter price discount code as set up in price discount maintenance.
If the PRICE DISCOUNT field for the yard/store master is set to "N", no discount code can be entered here and the value will default to "N".
[F5] to display list of price discount codes for selection.
When you have complete entering data the screen will look similar to the following screen example.
Example Master Screen 3 display:
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│06/26/07 IDEAL BUILDING SUPPLIES LTD. │ │ PRODUCT MAINTENANCE - SCREEN 3 │ │────────────────────────────────────────────────────────────────────────────────│ │ STORE CODE 01 IDEAL BUILDING SUPPLY LTD │ │ PRODUCT CODE 100101 1 IN CHAIN LINK │ │────────────────────────────────────────────────────────────────────────────────│ │01 RE-ORDER POINT 0 │ │02 RE-ORDER QTY 1 │ │03 RESERVED BASE PRICE │ │04 RESERVED ALT-1 PRICE │ │05 RESERVED ALT-2 PRICE │ │06 SUPPLIER #1 METRO METRO SUPPLY COMPANY │ │07 SUPPLIER #2 │ │08 SUPPLIER #3 │ │09 SUPPLIER #4 │ │10 MARKUP% - BASE 0.00 15 PAYMT DISCOUNT? N │ │11 MARKUP% - ALT1 0.00 16 PRICE DISC CODE N │ │12 MARKUP% - ALT2 0.00 │ │13 RESERVED 1 │ │14 RESERVED 0.00 │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │** OK TO UPDATE? (CR=UPDATE 01; FIELD#=MODIFY; F4=BYPASS/END): __ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Enter field number to modify.
You can return to any field to modify it. From any field press [Enter] to advance to the next field. Press [F3] to return to the previous field or press [F4] to return to this prompt.
[Enter] to accept all field entries and update.
[F4] to abort entry.
After updating a new product entry you are prompted to access costing and pricing maintenance.
"Y" to perform cost maintenance.
See 31026 - SUPPLIER/PRODUCT COSTING MAINTENANCE. After performing cost maintenance on a new product the program prompts you to access pricing maintenance.
"N" to not perform cost maintenance.
You may wish to perform cost maintenance on a group of new and/or existing products rather than to do so for each product as you enter it.
"1" to copy last displayed product's costs to new product.
The costs are copied and the program proceeds directly to the pricing maintenance prompt.
"2" to copy last displayed product's costs to new product and access cost maintenance program.
Upon exiting the costing maintenance program, the program displays the pricing maintnenance prompt.
[F1] to default to the same selection on quick adds of subsequent products.
Press [F1] after "Y", "N", "1" or "2" rather than [Enter] for force the program to default to that selection on subsequent products added in quick add mode.
[Enter] to accept displayed default value "N".
The program proceeds to the product code field of maintenance master screen 1 for addition of your next product.
"Y" to perform pricing maintenance.
See 31020 - PRODUCT PRICING MAINTENANCE.
"N" to not perform pricing maintenance.
You may wish to perform pricing maintenance on a group of new and/or existing products rather than to do so for each product as you enter it.
"1" to copy last displayed product's prices to new product.
The prices are copied and the program proceeds to maintenance master screen 1.
"2" to copy last displayed product's prices to new product and access pricing maintenance program.
Upon exiting the pricing maintenance program, the program proceeds to product maintenance screen 1.
[F1] to default to the same selection on quick adds of subsequent products.
Press [F1] after "Y", "N", "1" or "2" rather than [Enter] for force the program to default to that selection on subsequent products added in quick add mode.
The program returns to maintenance master screen 1.
PURPOSE - LOGICAL CODE FORMATTING
Standard formats exist for product logical codes. By using these standard formats IdealWare can interpret certain values from the codes and use them to calculate FBM and LINEAL/SQFT factors. They also enable IdealWare to associate similar products with one another. In addition, with logical codes properly set up for lumber products, when any subsequent changes to lumber product logical codes are made the IdealWare will automatically recalculate the FBM and the LINEAL/SQFT factors which are displayed on maintenance master screen 2.
PROCEDURE - LOGICAL CODE FORMATTING
Product logical codes are set up as follows.
LUMBER PRODUCTS - PRODUCT TYPE "L"
Lumber logical codes are up to 13 characters in length.
Characters 01 & 02 = thickness (numeric only).
Characters 03 & 04 = width (numeric only).
Examples: 2x4 = 0204, 2x10 = 0210.
Fractional measures: 7/16x4 = 7604, 5/8x4 = 5804, 3/4x4 = 3404, etc.
Character 05 = grade (alpha and numeric permitted).
IdealWare currently recognizes the following grade categories: #'2' & BTR (C&S), #'3' (Utility), #'4' (Economy), 'A'-clear, 'B'-clear, 'C'-clear, 'D'-clear, 'F'acia, 'K' (tight knots), 'L' (A-clear shorts), 'M'ill Run, 'N' (Fencing), 'Q'uality, 'S'elect, 'T' (Stud Grade), 'U' (Supreme).
Examples: 2x4 Stud = 0204T; 2x10 Economy = 02104.
Character 06 = species (alpha and numeric permitted).
IdealWare currently recognizes the following species categories: 'C' (Western Red Cedar), 'F' (Douglas Fir), 'H'emlock-fir, 'M'ixed, 'P'ine, 'S'pruce, 'Y'ellow Cedar.
Examples: 2x4 Stud, Spruce = 0204TS; 2x10 Economy, Hemlock = 02104H.
Character 07 = seasoning (alpha and numeric permitted).
IdealWare currently recognizes the following seasoning categories: 'A'ir Dried, 'G'reen, 'K'iln Dried, 'T'reated.
Examples: 2x4 Stud, Spruce, Green = 0204TSG; 2x10 Economy, Hemlock, Treated = 02104HT.
Character 08 = dressing (alpha and numeric permitted).
IdealWare currently recognizes the following dressing categories: '1' (S1S), '2' (S2S), '4' (S4S), 'B'evel, 'C'hannel, 'R'ough, 'S'hiplap, 'T'ongue & Groove Decking, 'V'-joint or Center Match.
Examples: 2x4 Stud, Spruce, Green, Rough = 0204TSGR; 2x10 Economy, Hemlock, Treated, S2S = 02104HT2.
Characters 09 & 10 = length (numeric only, except for 'RL' for random lengths).
Examples: 2x4 Stud, Spruce, Green, Rough, 8 footer = 0204TSGR08; 2x10 Economy, Hemlock, Treated, S2S, 12 footer = 02104HT212.
[OR]
Characters 09 & 10 = minimum length (numeric only) for a range code.
Characters 11 & 12 = maximum length (numeric only) for a range code.
Examples: 2x4 Stud, Spruce, Green, Rough, 10-14 footers = 0204TSGR1014; 2x10 Economy, Hemlock, Treated, S2S, 8-12 footers = 02104HT0812.
Range of lengths is optional: if characters 9-12 are present and character 13 is absent, the program interprets this as being a range code. Range Codes are not actually inventory items but are used to define range prices and to aid in the processing of lumber ranges in the purchase ordering and sale order programs.
Characters 11, 12 & 13 = pack size (numeric only).
Examples: 2x4 Stud, Spruce, Green, Rough, 8 footer, 150 pieces = 0204TSGR08150; 2x10 Economy, Hemlock, Treated, S2S, 12 footer, 250 pieces = 02104HT210250.
Pack size is optional. If character 13 is present, the program interprets characters 9 and 10 as length and characters 11-13 as the pack size.
IdealWare uses the first four character positions (thickness and width) to calculate the FBM factor, character positions nine and ten (length) to calculate lineal footage, and the final three character positions (pack size) to calculate pack size. When setting up lumber products where the only difference between individual items is the length and/or the pack size, simply enter a decimal point followed by the new length and/or pack size to add the new length or pack size. The system will automatically generate a new product code, display description and logical code for the new product item.
Example 1
The original product is: 2x6 utility grade, fir, green, S4S 6 footer. The logical code for this product is: 02063FG406. The display description for this product is: 2x6 S4S UTIL GRN FIR 06.
You want to add 8, 8-12, 8-14, 10, 12, 14 ,16, 18 and 20 footers.
If you are adding a new product, key in the information for the original product. In the PRODUCT CODE field type 100000+. In the PRODUCT TYPE field type "L". In the DISPLAY DESC field type 2x6 S4S UTIL GRN FIR 06. And in the LOGICAL CODE field type 02063FG406.
To add the 8 foot length:
At maintenance master screen 1, retrieve the original product and press [Enter] to clear the display.
If you have just added the product to inventory it will be displayed by default.
In the PRODUCT CODE field type .08 and press [Enter].
The program will automatically generate a new display description and logical code based on the 8 foot length. The new display description will be 2x6 S4S UTIL GRN FIR 08. And the new logical code will be: 02063FG408.
To add the remaining lengths:
In the PRODUCT CODE field type .0812 and press [Enter] to add the 8-12 footer range; press [Enter] to clear the display and type .0814 and press [Enter] to add the 8-14 footer range. Similarly, type .10 to add the ten footer; .12 to add the twelve footer; .14 to add the fourteen footer; .16 to add the sixteen footer; .18 to add the eighteen footer; and .20 to add the twenty footer.
This will generate a complete series of products.
Example Lumber Products display:
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┌────────────────────────────────────────────────────────────────────────────────â”
│09/27/07 **** **** │ │ STORE CODE: 01 - IDEAL BUILDING SUPPLY LTD │ │────────────────────────────────────────────────────────────────────────────────│ │ LOGICAL CD YOUR CD NAME PRICE UNITS QTY │ │────────────────────────────────────────────────────────────────────────────────│ │ 1 02063FG406 109668 2X6 S4S UTIL GRN FIR 06 0.40 LIN 16,325 │ │ 2 02063FG408 109669 2X6 S4S UTIL GRN FIR 08 0.40 LIN 7,432- │ │ 3 02063FG40812 109670 2X6 S4S UTIL GRN FIR 8-12 0.40 LIN 7,698 │ │ 4 02063FG40814 109671 2X6 S4S UTIL GRN FIR 8-12 0.40 LIN 7,325 │ │ 5 02063FG410 109672 2X6 S4S UTIL GRN FIR 10 0.40 LIN 6,207- │ │ 6 02063FG412 109673 2X6 S4S UTIL GRN FIR 12 0.40 LIN 12,613 │ │ 7 02063FG414 109674 2X6 S4S UTIL GRN FIR 14 0.40 LIN 15,750 │ │ 8 02063FG416 109675 2X6 S4S UTIL GRN FIR 16 0.40 LIN 36,120 │ │ 9 02063FG418 109676 2X6 S4S UTIL GRN FIR 18 0.40 LIN 36,521 │ │10 02063FG420 109677 2X4 S4S UTIL GRN FIR 20 0.40 LIN 18,675 │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY: ___ │ │ (PAGE MODE) │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Example 2
Original product is: 1x12 facia grade, yellow cedar, treated, S4S 6 footer. The logical code for this product is: 0112FCT406. The display description for this product is: 1x12 FACIA S4S TRT YC 06.
You want to add 8, 8-12, 10 and 12 footers, and 150 and 250 pack sizes in 10 and 12 footers.
If you are adding a new product, key in the information for the original product. In the PRODUCT CODE field type 100000+. In the PRODUCT TYPE field type "L". In the DISPLAY DESC field type 1x12 FACIA S4S TRT YC 06. In the LOGICAL CODE field type 0112FCT406.
To add the 8 foot length:
At maintenance master screen 1, retrieve the original product and press [Enter] to clear the display.
If you have just added the product to inventory it will be displayed by default.
In the PRODUCT CODE field type .08 and press [Enter].
The program will automatically generate a new display description and logical code based on the 8 foot length. The new display description will be 1x12 FACIA S4S TRT YC 08. The new logical code will be: 0112FCT408.
To add the 8-12 foot range:
In the PRODUCT CODE field type .0812 and press [Enter].
To add the 10 foot length:
In the PRODUCT CODE field type .10 and press [Enter].
To add the 10 foot pack sizes:
After adding the 10 foot length, in the PRODUCT CODE field type .150 and press [Enter] to add the 150 count pack size, then .250 and press [Enter ] to add the 250 count pack size.
To add the 12 foot length:
In the PRODUCT CODE field type .12 and press [Enter].
To add the 12 foot pack sizes:
After adding the 12 foot length, in the PRODUCT CODE field type .150 and press [Enter] to add the 150 count pack size, then .250 and press [Enter] to add the 250 count pack size.
This will generate a complete series of products.
Example Lumber Products display:
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┌────────────────────────────────────────────────────────────────────────────────â”
│09/27/07 **** **** │ │ STORE CODE: 01 - IDEAL BUILDING SUPPLY LTD │ │────────────────────────────────────────────────────────────────────────────────│ │ LOGICAL CD YOUR CD NAME PRICE UNITS QTY │ │────────────────────────────────────────────────────────────────────────────────│ │ 1 0112FCT406 109769 1X12 FACIA S4S TRT YC 06 0.40 LIN 16,325 │ │ 2 0112FCT408 109770 1X12 FACIA S4S TRT YC 08 0.40 LIN 7,432 │ │ 3 0112FCT40812 109771 1X12 FACIA S4S TRT YC 8-12 0.40 LIN 7,900 │ │ 4 0112FCT410 109772 1X12 FACIA S4S TRT YC 10 0.40 LIN 6,207 │ │ 5 0112FCT410150109773 1X12 FACIA S4S TRT YC 10 150 0.40 LIN 12,613 │ │ 6 0112FCT410250109774 1X12 FACIA S4S TRT YC 10 250 0.40 LIN 15,750 │ │ 7 0112FCT412 109775 1X12 FACIA S4S TRT YC 12 0.40 LIN 36,120 │ │ 8 0112FCT412150109776 1X12 FACIA S4S TRT YC 12 150 0.40 LIN 36,521 │ │ 9 0112FCT412250109777 1X12 FACIA S4S TRT YC 12 250 0.40 LIN 18,675 │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY: ___ │ │ (PAGE MODE) │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Example 3
To add a 14 footer with a 150 pack size to the example 2 series of products:
In the PRODUCT CODE field type .14150.
This will generate the display description 1x12 FACIA S4S TRT YC 14 150. This will generate the logical code 0112FCT414150.
Example Lumber Products display:
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┌────────────────────────────────────────────────────────────────────────────────â”
│09/27/07 **** **** │ │ STORE CODE: 01 - IDEAL BUILDING SUPPLY LTD │ │────────────────────────────────────────────────────────────────────────────────│ │ LOGICAL CD YOUR CD NAME PRICE UNITS QTY │ │────────────────────────────────────────────────────────────────────────────────│ │10 0112FCT414150109773 1X12 FACIA S4S TRT YC 14 150 0.40 LIN 10,613 │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY: ___ │ │ (PAGE MODE) │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
PLYWOOD PRODUCTS - PRODUCT TYPE "P"
Plywood logical codes are up to 9 characters in length.
Characters 01 & 02 = width (numeric only).
Characters 03 & 04 = length (numeric only).
Examples: 4x8 = 0408; 4x12 = 0412.
Characters 05 & 06 = thickness (numeric only).
Examples: 4x8x5/8 = 040858; 4x12x3/4 = 041234.
Characters 07, 08 & 09 = description (alpha and numeric permitted).
Examples: 4x85/8 G1S Fir = 040858FG1; 4x12x3/4 G2S Fir = 041234FG2.
IdealWare uses the first four character positions (width and length) to calculate the square footage. Display descriptions and logical codes must be entered manually.
Example Plywood Products display:
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┌────────────────────────────────────────────────────────────────────────────────â”
│09/27/07 **** **** │ │ STORE CODE: 01 - IDEAL BUILDING SUPPLY LTD │ │────────────────────────────────────────────────────────────────────────────────│ │ LOGICAL CD YOUR CD NAME PRICE UNITS QTY │ │────────────────────────────────────────────────────────────────────────────────│ │ 1 040834FFA 122680 3/4 FG FIR 4X8 PLYWOOD 35.95 SHT 46 │ │ 2 040834FG1 122720 3/4 G1S FIR 4X8 PLYWOOD 39.95 SHT 293 │ │ 3 040834FG2 122710 3/4 G2S FIR 4X8 PLYWOOD 59.95 SHT 30 │ │ 4 041034FMA 300390 3/4 MARINE FIR 4X10 PLY 79.90 SHT 40 │ │ 5 041234FMA 122750 3/4 MARINE FIR 4X12 PLY 99.15 SHT 313 │ │ │ │ │ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY: ___ │ │ (PAGE MODE) │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
GYPROCK PRODUCTS - PRODUCT TYPE "G"
Gyprock logical codes are 10 characters in length.
Characters 01 & 02 = thickness (numeric only).
Examples: 5/8 Drywall = 58; 1/2 Drywall = 12.
Characters 03, 04, 05 & 06 = description (alpha and numeric permitted).
Examples: 5/8 Regular Fireguard Drywall = 58REFG; 1/2 Regular Aquaboard Drywall = 12REAQ.
Characters 07 & 08 = width (numeric only).
Characters 09 & 10 = length (numeric only).
Examples: 5/8 Regular Fireguard Drywall 4x8 = 58REFG0408; 1/2 Regular Aquaboard Drywall 4x12 = 12REAQ0412.
[OR]
Characters 09 & 10 = minimum length (numeric only) for a range of lengths.
Characters 11 & 12 = maximum length (numeric only) for a range of lengths.
Example: 1/2 Range Aquaboard = 12REAQ040099; 1/2 Range Roofing = 12RERO040099.
IdealWare uses the last two character positions (length) to calculate the linear footage. Display descriptions and logical codes must be entered manually.
Example Gyprock Products display:
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┌────────────────────────────────────────────────────────────────────────────────â”
│09/27/07 **** **** │ │ YARD CODE: E1 - IDEAL BUILDING SUPPLY LTD │ │────────────────────────────────────────────────────────────────────────────────│ │ LOGICAL CD YOUR CD NAME PRICE UNITS QTY │ │────────────────────────────────────────────────────────────────────────────────│ │ 1 12REAQ040099 800018 RANGE 1/2" AQUAGUARD 285.00 MSF 0 │ │ 2 12REAQ0408 100191 DRYWALL 1/2" AQUABOARD 4X8 285.00 MSF 0 │ │ 3 12REAQ0410 100204 DRYWALL 1/2" AQUABOARD 4X10 285.00 MSF 0 │ │ 4 12REDS0405 100228 DENS-SHIELD 1/2", 4X5 1,210.00 MSF 0 │ │ 5 12REDS0408 100230 DENS-SHIELD 1/2", 4X8 1,210.00 MSF 0 │ │ 6 12REEx0408 100165 DRYWALL 1/2" ExTERIOR 4X8 215.00 MSF 0 │ │ 7 12REFG040099 800020 RANGE 1/2" FIREGUARD 240.00 MSF 0 │ │ 8 12REFG0408 100076 DRYWALL 1/2" FG 4X8 240.00 MSF 0 │ │ 9 12REFG0410 100088 DRYWALL 1/2" FG 4X10 240.00 MSF 400- │ │10 12REFG0412 100090 DRYWALL 1/2" FG 4X12 240.00 MSF 0 │ │11 12RERO040099 800044 RANGE 1/2" ROOFING 0.00 MSF 0 │ │12 12SAPO0410 103921 VINYL 1/2ST 4X10 JASPER PEBBLE 860.00 MSF 0 │ │13 12SBAS0408 100862 VINYL 1/2ST 4X8 BOMBAI AL.SAND 950.00 MSF 0 │ │14 12SBAS0409 101294 VINYL 1/2ST 4X9 BOMBAI AL.SAND 950.00 MSF 0 │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY: ___ │ │ (PAGE MODE) │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
INSULATION PRODUCTS - PRODUCT TYPE "I"
Insulation logical codes are 10 characters in length.
Character 01 = I
Characters 02, 03 & 04 = insulation factor (alpha and numeric permitted).
Examples: R Value 8 = IR08; R Value 14 = IR14.
Characters 05 & 06 = thickness (numeric only).
Examples: R Value 8, Thickness 3 Inches = IR0803; R Value 14, Thickness 6 Inches = IR1406.
Character 07 = colour (alpha and numeric permitted).
Examples: R Value 8, Thickness 3 Inches, Colour Yellow = IR0803Y; R Value 14, Thickness 6 Inches, Colour Pink = IR1406P.
Characters 08, 09 & 10 = square footage (numeric only).
Examples: R Value 8, Thickness 3 Inches, Colour Yellow, 135.1 Sq Feet = IR0803Y135; R Value 14, Thickness 6 Inches, Colour Pink, 58.5 Sq Feet = IR1406P058.
IdealWare uses the last three character positions (square footage) to calculate the square footage. Display descriptions and logical codes must be entered manually.
Example Insulation Products display:
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┌────────────────────────────────────────────────────────────────────────────────â”
│09/27/07 **** **** │ │ STORE CODE: 01 - IDEAL BUILDING SUPPLY LTD │ │────────────────────────────────────────────────────────────────────────────────│ │ LOGICAL CD YOUR CD NAME PRICE UNITS QTY │ │────────────────────────────────────────────────────────────────────────────────│ │ 1 IR1004P117 191760 R10X15 FG INSUL 117.3 SF/BDL 0.00 BDL 100 │ │ 2 IR1004P176 191770 R10X23 FG INSUL 176.0 SF/BDL 0.00 BDL 350 │ │ 3 IR1205P088 191780 R12X15 FG INSUL 88.1 SF/BDL 18.95 BDL 316 │ │ 4 IR1205P135 191800 R12X23 FG INSUL 135.1 SF/BDL 35.75 BDL 72 │ │ 5 IR1406P058 191811 R14X15 FG INSUL 58.5 SF/BDL 23.95 BDL 19 │ │ │ │ │ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY: ___ │ │ (PAGE MODE) │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
If you are adding additional lengths to an existing lumber product where the only difference is length and/or packsize, first display the existing lumber product.
[Enter] to clear display and return to PRODUCT CODE field.
The product code of the selected product still displays.
"." + VALUE to add a new length and/or packsize.
The new length must be entered as a 2 digit number (ie to add an 8 foot length you would enter .08 and then press [Enter]). The program will automatically create a new product code based on the existing product code and the new length/pack size you enter. See PROCEDURE - LOGICAL CODE FORMATTING.