Creating a New Assortment in M3

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

• A warehouse must be created in 'Warehouse. Open' (MMS005). The 'Shop information' field in (MMS005/E) must be selected to indicate that shop information can be entered for this warehouse in 'Shop. Open' (OPS500).
• When the warehouse is created, you must define the warehouse as a shop in 'Shop. Open' (OPS500).
• The 'POS system interface' field in 'Shop. Open' (OPS500/G) must be selected to indicate that this shop is to be interfaced with a POS system.
• In (OPS500/G) the following fields must be selected: 'Item master interface', 'Item/warehouse interface', 'Item language interface' and 'Item alias interface'. These fields must be selected if you want to transfer item information to the shop.
• Items must be created in 'Item. Open' (MMS001).
• Item types must be defined in 'Item Type. Open' (CRS040).

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

• Create a New Shop
• Define Basic Settings for Enabling POS Integration with M3

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 .

   See .

   See .

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).