Sorting Products in Price Lines

Rearrange the sort sequence of the products in a price line to customize the list for the way you work. Products are initially sequenced within a price line according to the order in which they are created. The sequence you create affects the lists in the product primary index, Price Sheet Entry, and in some system printing functions. You might sort products in a price line to accomplish the following:

• Set a product order in the product primary search index.

• Set the product order in the reorder pad. If order takers use the product primary index for adding products to an order, move the most frequently ordered products to the top of the list.

• Have the products in a price line display in the same order as in the price sheet.

• Set the order for a price book.

You can search for a single item in the price line product list and reorganize just that item, or resort the entire list by renumbering or resorting items.

To display a list of products within a price line:

1. From the Maintenance > Price Maintenance menu, select Resequence Price Line to display the blank Resequence Price Line window.

2. In the Price Line field enter the name of the price line that contains the list of products.

3. Modify the list of products as described in the following instructions:

• Search for products

• Reposition products

• Sort products

• Renumber products

• Assign price lines to products which have not been assigned price lines

• Clear the product list

4. To display the product record for a product in the price line, select the product, right-click, and select Product Maintenance.

5. Save your changes and exit the window.

To search for a product in the price line:

1. From the Resequence Price Line window, select Edit > Find to display the Product Search dialog box.

2. In the Search field, enter the product name.

The product displays, selected in the Resequence Price Line window.

3. Modify the list as needed to further sort items.

4. Save your changes and exit the dialog box.

To reposition a product within the price line:

1. From the displayed list on the Resequence Price Line window, select the product to be moved.

2. Select Edit >Move Row.

3. At the prompt, click OK.

4. Select the row where you want the product to display in the list.

5. Repeat as needed for other products.

6. Modify the list as needed to further sort items.

7. Save your changes and exit the dialog box.

To sort products in a price line:

You can sort top-selling products first in the price line, so they display first in the reorder list for order takers. Enter a keyword, such as "1" for your top-selling items on the product record. Then sort the price line by Keyword #1. By default, the system lists all the products in the price line in numeric, followed by alphabetic order. The products that have "1" as the first keyword sort at the top.

1. From the displayed list on the Resequence Price Line window, select File >Sort and select from the following sort options.

2. Modify the list as needed to further sort items.

3. Save your changes and exit the dialog box.

To renumber products in a price line:

Organize products in a list, then apply numbers to the entire price line. This procedure adds a number to the Sort Code field in the product record of each product in the price line.

You can separate each product in a price line by any number of spaces, allowing the insertion of additional products in the price line in the future. For example, if products in a price line are sorted and assigned sort codes of 1, 2, 3, and 4, and you renumber the products in increments of 10, the corresponding sort codes change to 10, 20, 30, and 40.

We recommend you sort and organize the price line before renumbering. This avoids the need to rearrange numbered items.

To renumber products:

1. From the displayed list on the Resequence Price Line window, select Edit >Renumber to display the Enter Renumber Increment prompt.

2. Enter the increments you want between each number and click OK.

The system requires confirmation of the setting.

3. Modify the list as needed to further sort items.

4. Save your changes and exit the dialog box.

To assign price lines to products which have not been assigned price lines:

1. From the Maintenance > Price Maintenance menu, select Resequence Price Line to display the blank Resequence Price Line window.

2. Select File > Display Unassigned to display all products in the system that have no price line assigned to them.

The system displays all product names that do not have price lines assigned to then in the Product column.

3. Select the product to which you want to assign a price line, right click, and select Product Maintenance to display that product's record.

4. In the Price Line field, enter a price line.

5. Modify the list as needed to further sort items.

6. Save your changes and exit the dialog box.

To clear products from the price line list:

1. From the displayed list on the Resequence Price Line window, select File >Clear hot key to clear the list of products from the window.

2. At the prompt, click one of the following:

• Yes - Clears the list of products from the price line list. If you resequence the products in a price line and then select this option before saving the change, the list reverts to the product order before you resequenced the items.

• No - Does not clear the list and returns you to the Resequence Price Line window.

3. Save your changes and exit the dialog box.

See Also:

Creating Price Lines

Price Lines Overview