Inventory Management
Retail Product Configuration
Set up retail products as Supplied stock and link the supplier packs you order them in.
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About
This article explains how to set up retail products as Supplied stock in the Inventory Management module of Cinchio Back Office.
Supplied stock is anything that
Comes from suppliers
You order it and receive it in.
Moves and gets counted
It creates stock movements and needs counting regularly.
Goes into recipes
For F&B, it can be an ingredient in Recipe stock items.
Can be sold as it is
For F&B and retail, it can be sold straight to customers in its Stocking Unit Size.
Ready to start?
Go to the Create tab.
Create
Create the retail product as Supplied stock, with its main supplier pack, in one go.
Before you start
In product master groups, turn on Used For Retail Products for your retail master groups.
Prefer to watch?
There's a video tutorial below the steps.
Steps
1
Start a new product
Go to Product Management > Products and select New Back Office Product.
2
Fill in the product details
Fill in:
The product's full reporting name.
A short name for customers. If you don't need one, copy the long name.
The supplier's code for the product.
The retail master group the product reports to.
The group the product reports to.
Fills in as Supplied automatically for retail groups.
3
Fill in the supplier details
Fill in the main pack you receive:
The supplier.
The cost of the main pack you receive from this supplier.
How many units are in the main pack you receive from this supplier.
4
Create it
Choose how to finish:
The retail product is set up as Supplied stock, with its main supplier pack linked. It can now be ordered and sold.
Video tutorial
Prefer to watch? This video shows how to set up a retail product for inventory, from the product details to the supplier pack.
Edit
Update a retail product's details or its supplier packs.
Open the product first
Go to Product Management > Products, find the product and select EDIT, then PRODUCT.
Product details
What do you want to change?
Core product details
For product details that aren't specific to inventory, find out how to edit a product.
Product sizing
Two sizes you mustn't change
Never change the Base Unit of an existing product. Find out why the base unit can't change.
The Stocking Unit of a retail product must stay as a single unit, because sales of the product use this size.
In the Product Sizing section of the Product Detail tab, you can change:
Rename the receiving unit.
Make sure this is the number of Base Units in a receiving unit.
The size to use across inventory reports.
After any change, check the Product Sizing Sanity Check to make sure the sizes make sense.
Find out more about product sizing.
Supplier packs
What do you want to do?
Link a new pack
Link supplier packs to cover the different suppliers and pack sizes you order this product in.
1
Open the Suppliers tab and select ADD SUPPLIER.
2
Fill in the pack details:
The supplier.
Whether to include this pack when creating orders with the Valid Products option. Recommended for products you order often.
The supplier's name for the product. The supplier sees this.
The supplier's code for the product. The supplier sees this.
A description of the pack size. The supplier sees this.
How many of the product's Base Units are in the pack.
The product's net cost from the supplier.
Whether the cost is contracted. A contracted cost can only be changed here. If it isn't contracted, it can be changed on each order.
The product's tax rate.
For reference: the cost per Base Unit.
For reference: the cost per Stocking Unit.
Tick if the product can be ordered from this supplier. Use the Show Enabled Products Only toggle to show all packs or only enabled ones.
Whether the product is a split or a case. Selected EDI suppliers only.
3
To link more packs, select ADD SUPPLIER again and repeat.
Suppliers with a catalogue
If the supplier has a supplier catalogue enabled, the pack settings follow the catalogue. Find out how supplier catalogues work.
Update a pack
Updating lots of products?
For changes across many products, such as a price increase, use the Supplied Products report.
On the Suppliers tab, you can change these details for any linked pack. See the supplier pack fields for what each one does.
- Included In Auto Orders
- Supplier Product Name
- Supplier Product Code
- Pack Name
- Pack Size In Base
- Supplier Price
- Contracted
- Tax Rate
- Enabled
- Split/Case
Suppliers with a catalogue
If the supplier has a supplier catalogue enabled, the pack settings follow the catalogue. Find out how supplier catalogues work.
Disable a pack
You can't remove a supplier pack from a product, but you can disable it so it can't be ordered.
1
On the Suppliers tab, find the supplier pack.
2
Untick Enabled and save the product.
The pack can no longer be ordered. Use the Show Enabled Products Only toggle at the top of the page to switch between enabled packs and all packs.
Archive
When a retail product is no longer needed, take it out of inventory and archive it. You need to remove all its ties to inventory first.
Delete rights needed
You can only delete a product if your user role allows it. Find out how user role rights work.
Steps
1
Open the product
Go to Product Management > Products, find the product and select EDIT, then PRODUCT.
2
Remove it from recipes
On the Used By Recipes tab, open each recipe listed and remove this product as a component. Then go back to the product.
3
Disable its supplier packs
On the Suppliers tab, untick Enabled on every linked pack, then select SAVE & REMAIN.
4
Take it out of inventory
On the Product Detail tab, change Stock Type to Other and select SAVE & REMAIN. The product is no longer an inventory product.
5
Delete it (optional)
Select DELETE and confirm. This hides the product rather than truly deleting it, so your product list stays tidy while historical data still links to it.
The product is archived. If you need it again, you can recover a deleted product.