How to complete an item to 100%
Why 100% matters and how to get there: set the disposition strategy, the target warehouse location, and a price - and read the price-factors widget.
Step-by-step
- Remember: quoting, processing and publishing all require 100%.
- Set the disposition strategy (e.g. consignment only).
- Set the target warehouse location - a shelf code or area name.
- Enter a valid price; read the price-factors widget.
- At 100%, the system advances the item automatically.
Full transcript
Here I'll complete an item to one hundred percent. Until it is, you can't quote, process or publish it - so let me fill the disposition, the location and the price.
Until an item is one hundred percent complete you can't add it to a quote, mark it processed, or publish it - the system blocks all three. And you don't need to mark items processed by hand - once the profile hits one hundred percent, the system advances them automatically. First the disposition strategy - I'll set consignment only, and completion jumps from forty to sixty percent. Next the basic information. The target warehouse location is the spot in your warehouse - a shelf code, or a name like shipping area or deep storage. I enter a location and save - it's kept as movement history you can reuse as the item moves around. Last the price. The price-factors widget shows what's pulling the value up and what's pulling it down - a handy analytical view. I set a price and the item is one hundred percent complete.