Creating a New Assortment in M3

This document explains how you introduce a new assortment in M3 which is to be integrated to an external point of sale (POS) system.

This step in the process is optional. You can create a stock transaction even if an item/warehouse record (MITBAL) does not exist. The item/warehouse record is automatically created based on a template record from another warehouse.

Outcome

A new assortment is introduced in M3 by creating items according to specific rules. The items are linked to a shop in M3 and are subsequently downloaded to an external POS system.

The items connected to the assortment are displayed in 'Item. Connect Warehouse' (MMS002) and 'Item. Connect to Facility' (MMS003).

The downloaded items in the assortment are ready to be sold in a shop.

For information about which files are updated in this process, see each respective instruction.

Before you start

For more information, refer to these documents in the See also section:

Follow these steps

  1. Define a New Assortment in M3

    First, you must create an item type. The item type determines how an item is created and maintained. Items must be connected to an item type. Then, you define the items to be included in the shop's assortment.

    Items are defined in 'Item. Open' (MMS005) and item types in 'Item Type. Open' (CRS040).

    For reference regarding how to create an item:

    See Create Item.

    See Creating Items in Different Ways.

    See Connect Item to Warehouse.

  2. Link New Assortment to Shop

    When you have created items, you connect them to the selected shop. You implement the assortment by linking item types to the shop.

    You connect items to shops in 'Item. Connect Warehouse' (MMS002).

  3. Populate Item/Warehouse (Shop) in M3

    You have created a new shop. Most of the items in your database will be sold or distributed from this new shop. Therefore, you can mass create the item/warehouse and item/facility records. By using option=Recreate item/warehouse in (MMS005/B), you recreate the item/warehouse and item/facility records for all the items whose item type is connected to the new shop. The template item indicated in the item type in 'Item Type. Open' (CRS040/E) will provide the default values for the new item/warehouse and item/facility files. All item-related information will be created for the new shop.

    You recreate the item/warehouse in 'Warehouse. Open' (MMS005).

  4. Update Prices and Promotions

    You create sales price lists in 'Sales Price List. Open' (OIS017). The price list is connected to a shop in 'Shop. Open' (OPS500). You can link up to three different price lists to a specific shop. You transfer the price lists from M3 to the POS system in 'POS Price. Transfer' (OPS616).

    You create a promotion that is valid for one or several shops, in 'Promotion. Open' (OIS840). You transfer the promotion from M3 to the POS system in 'POS Promotion. Transfer' (OPS617).

  5. Transfer Basic Data to the External POS System

    You download basic data manually from M3 to an external POS system. For manual downloads, you make a selection on the shop-item level. This is useful when a new shop or a new assortment is introduced and you want to mass update data for the shop/assortment.

    You transfer basic data from these programs:

    • 'POS Table. Transfer' (OPS619)
    • 'POS User. Transfer' (OPS618)
    • 'POS Item. Transfer' (OPS610)
    • 'POS Customer. Transfer' (OPS615)
    • 'POS Price. Transfer' (OPS616)
    • 'POS Promotion. Transfer' (OPS617).
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