Resale/Custom Items (not all users)

Users can create a database with Resale or Custom Items for their login.

Resale Field Explanations:

To complete the resale form you must enter the following information. Any item with a $image\redasterick.gif$ is a required field

FIELD NAME	DEFINITION
Part Number $image\redasterick.gif$	Invensys or Vendor part number (see below)
Vendor $image\redasterick.gif$	Invensys location or Company name. Select from the drop down list or enter a new one.
Category $image\redasterick.gif$	Product/Company type (see explanations below) Select from the drop down list
Description $image\redasterick.gif$	Short Description or title of the product
Vendor Cost $image\redasterick.gif$	Transfer price (Invensys) or Cost (3^rd Party Vendor)
Markup	Multiplier to calculate list price from Vendor cost
List Price $image\redasterick.gif$	Sell Price
Mfg. Currency $image\redasterick.gif$	Currency used by the manufacturer. Select from drop down list
Delivery $image\redasterick.gif$	Lead Time. Select from drop down list. Lead time will be calculated based on the delivery code
Market Group $image\redasterick.gif$	Invensys market group or #99 for 3^rd Party vendor. Select from drop down list.
Price Effective Date $image\redasterick.gif$	Date which product & pricing is defined or changed
Long Description	Enter detailed information concerning the description of product or scope of work for services. This information is usually found in the submitted purchase order or quote from a vendor. This will assist employees who do not have access to the vendor information in determining the definition of the resale item.

Resale Items' PART NUMBER:

The part number for the resale item is its unique identifier for the database in BuyAutomation.28 character maximum.

If a part number already exists in the resale database and it is updated/saved, the existing item will be overwritten with the new information.

If the part number does not exist in the resale database and it is updated/saved, a new item will be created in the database.

$image\warningbackup.gif$ Resale Parts require a Part Number, Description & Amount!

Resale Category:

ˇ Select the Category that best pertains to your product. Use the drop down menu and highlight the selection

ˇ Set your default for Category by checking the box located to the right "make default". Category will default to your choice when creating new resale parts

č To access the Resale database:

ˇ Select Resale Database from the Profile menu.

ˇ On your current basket page, click the Add a Resale/Custom Item link.

PROCEDURES:

Adding new Resale Items

^č To add a new Resale / Custom Items to your DATABASE:

1 On the Resale Database list page, click the New Resale Part link.

2 Enter all required data. The part number has to be new to the Resale Database.

3 Select "Add to Resale Database".

4 Click Submit. The item is saved to your Resale Database.

^č To add a new Resale Item to your BASKET

1 Under the Resale Database list, click the New Resale Part link.

2 Enter all required data. The part number has to be new to the Resale Database.

3 Select "Add to Basket"

4 Enter a quantity and a requested date.

5 Click Submit. The item is saved to the current Basket.

^č To add a new Resale Item to your DATABASE and your BASKET

1 Under the Resale Database list, click the New Resale Part link.

2 Enter all required data. The part number has to be new to the Resale Database.

3 Select "Add to Resale Database and add to Basket"

4 Enter a quantity and a requested date.

5 Click Submit. The item is saved to the Resale Database and to the current Basket.

Adding Resale Items from the Database

^č To add Resale / Custom Items from the DATABASE to the Basket (no data changes):

1 On the Resale Database list, check the Add box(es).

2 Click Add selected.

3 The Resale Items display in your current basket.

4 To edit resale item data see the next procedure.

č To add a Resale / Custom Item from the DATABASE to the basket (with data changes):

1 On the Resale Database list, click an Edit icon.

2 Make the necessary changes and/or enter tags.

3 Select "add to basket"

4 Enter a quantity and a requested date.

5 Click Submit. The Resale item displays on your basket.

Landed Cost calculation will reflect on this page. If other price adjustments apply to the resale part the part must be added to the basket.

č To add Tag Information

1 Add Resale Product to Basket or

2 Edit Resale Product from the Basket

3 Right mouse click Edit Tags

4 Enter any information and Save

Import and Export Resale Data from an Excel format

č To Import Resale Data from Excel

1 First access "export" data link. You MUST use the same column heading that are located at the top of the spreadsheet.

2 Fill in the correct information pertaining to your resale in the proper columns

3 Copy Spreadsheet. Be sure to copy the column heading.

4 Access "import" data link. Data will be pasted in the fields.

5 View resale in your Resale Data.

č To Export Resale Data from Excel

1 Use the filter options located at the left of the screen to access the Resale data that you need

2 Click the Export to Excel link

3 Excel spreadsheet opens another window

Editing Resale Items

When users change a Resale Item's information in the Database, users choose to save the changed Resale item to:

ˇ to the database only

ˇ to the current basket only

ˇ to both: the database and the basket.

^č To edit a Resale / Custom Items in the DATABASE:

1 On the Resale Database list, click the Edit icon.

2 Edit the part number and any other field.

3 Select to:
- Update Resale Database (only available on YOUR resale part)
- Add to Basket
- Update Resale Database and add to Basket. (only available on YOUR resale part)

4 Click Submit.
"Update Resale Database" will save a new resale part to the database if a new part number has been defined
"Add to basket" will save the item to the basket.

^č To edit Resale / Custom Items in the BASKET:

1 On the Line item list (Basket Page) click the Resale icon.

2 Edit any of the fields.

3 Select to:
- Update Resale Database (only available on YOUR resale part)
- Update Basket
- Update Resale Database and Basket. (only available on YOUR resale part)

4 Click Submit. The new information will be saved to the resale database and /or basket, depending on your selection.

Editing another Team members resale only applies one time data will NOT be saved

Deleting Resale Items

^č To delete Resale / Custom Items from the DATABASE:

1 On the Resale Database list, check the Delete box(es).

2 Click Delete selected.

Copying your Resale Items

^č To copy Resale / Custom Items from the DATABASE:

1 Access your Resale Database. Go to Profile | Resale

2 Click the copy icon next to the resale you want copy

3 A new resale part will be added with a "01" added to the part number. All part numbers need to be unique.

Resale/Custom Items (not all users)

Resale Field Explanations:

DEFINITION

Resale Items' PART NUMBER:

Resale Category:

See also how to:

PROCEDURES:

Adding new Resale Items

č To add a new Resale / Custom Items to your DATABASE:

č To add a new Resale Item to your BASKET

č To add a new Resale Item to your DATABASE and your BASKET

Adding Resale Items from the Database

č To add Resale / Custom Items from the DATABASE to the Basket (no data changes):

č To add a Resale / Custom Item from the DATABASE to the basket (with data changes):

č To add Tag Information

Import and Export Resale Data from an Excel format

č To Import Resale Data from Excel

č To Export Resale Data from Excel

Editing Resale Items

č To edit a Resale / Custom Items in the DATABASE:

č To edit Resale / Custom Items in the BASKET:

Editing another Team members resale only applies one time  data will NOT be saved

Deleting Resale Items

č To delete Resale / Custom Items from the DATABASE:

Copying your Resale Items

^č To add a new Resale / Custom Items to your DATABASE:

^č To add a new Resale Item to your BASKET

^č To add a new Resale Item to your DATABASE and your BASKET

^č To add Resale / Custom Items from the DATABASE to the Basket (no data changes):

^č To edit a Resale / Custom Items in the DATABASE:

^č To edit Resale / Custom Items in the BASKET:

Editing another Team members resale only applies one time data will NOT be saved

^č To delete Resale / Custom Items from the DATABASE: