DBC: Items - Assignments

Assignments

Assign Vendor

This area is mandatory if you selected “Print On Demand” in the Item Setup tab. It will not display if you selected Inventory. Click on the All-Vendors tab to make your selection. You can use the Search field to narrow down the list of vendors if needed.

Vendor Item Code – If your vendor has a specific code used to refer to this item, other than the item code that is set up in DB, you can enter it here. Your entry will be used in vendor-related communications but will not alter the user’s view of the item.

Assign Item to Catalogs

In this section, users assign this item to multiple catalogs. The catalogs to which the item has been assigned will be displayed by default under the Selected Groups tab, while a cumulative list of catalogs that have been set up for the selected company (as well as Public catalogs that have been set up under other companies in your distributor) will be displayed under the other tab.

Searching for some or part of a catalog name will filter the list of items accordingly.

Assign Related Items

The Related Items feature offers a way to suggest/upsell additional products by displaying associated items to end users during the checkout process. The enablement of this related items displays (including where and how many related items appear) occurs at the company level and must be completed via Legacy Dist Admin under Work With Companies > Favorites Configuration.

Once this feature has been enabled and configured for a company, related items may be assigned on an item-by-item basis.

A tabbed display allows administrators to see a filtered list of just those items that have been associated with the current item, versus a cumulative list of all items that have been set up for the selected. Searching for some or part of an item name or description will filter the list of items accordingly.

To add related items, simply click the tab with the company name, and click the checkbox next to the desired items. Only items that have been set up under the current item’s company are eligible for selection with this feature.

Clicking the checkbox above the item list will select all items on the current page of results and enable multiple items to be added or removed at once.

Assign Linked Item

Use this section to add other items to be pulled/ordered in conjunction with this item. This could be used for pulling an item that is a free giveaway or for pulling shells out of inventory when business cards are ordered, for example.

1. Select the greyed-out tab that displays the company you are working in.

2. Select an item from the list.

   
   

   Note: The linked item should always be set up with the UOM of EA/1 in the back-office, as it will be pulled according to the quantity ordered on the site.

3. Go back to the Selected Items tab.
4. Click on the pencil icon that appears upon hover to edit the settings.
5. The Multiplier will default to “1” for a 1 to 1 ratio. If you want it to have a different ratio, enter that number here, “2” for a 2 to 1 ratio, etc.
6. In the print flags area, designate which options the item should print on. For example, you might want an item to be printed on the packing list, but not on the invoice.

Assign Add-On Services

In this section, select which add-on services should be applied to this item. For example, if gift wrapping should be added to a package. Select the greyed-out tab that displays All Services, and select the services needed.

For “Add-On Services” (AOS) to be available, they must first be enabled at the company level. This is set in Legacy Dist Admin on the main Company Information page under Work With Companies. The AOS must also be set up on Work With Companies > Add On Services (top nav).

Once the AOS has been set up, it will be available for selection at the item level. Simply click on the AOS that should be applied to the item and click on the right-arrow button to move them to the assigned column.

Vendor Attachments and Specs

Once vendors have been assigned, you can maintain attachments and specifications that will be included on any "Print Order Requests" sent to those vendors any time the item is ordered.

Typical attachments might include terms, instructions, artwork, or other general information about the item. Multiple files can be assigned to the item by dragging and dropping them into the file upload area below or browsing your computer. Individual files cannot exceed 10 MB.

Specs may include any details the vendor(s) might need to know about to produce the item (e.g., Flat Size, Finish Size, Printing method). These specs will be presented to vendors as key-value pairs in "Print Order Request" emails or XML files for any orders containing the item.

To add specs, simply enter the Spec Name (e.g., Flat Size) and Spec Value (e.g., 8.5 x 11). Once specs have been added, they will appear in a table below the Spec Name and Spec Value fields. From here, you can control the order in which they will appear to vendors by hovering over a row and dragging and dropping it above or below other rows.

If a spec was added in error, it can be deleted by hovering over the row and clicking the Delete icon.