How to Handle a Vendor Item Associated with the Wrong Product

If you have a vendor item that has been associated with the wrong product you can move it to the correct product. 

You can do this from the Products menu by selecting the product you want to edit and pressing the "Edit Product" button. (Alternately, if you are on the Setup Verification Report when you notice an incorrect association, you can click the product name in blue and you'll be directed to the correct screen). 

mceclip0.png

Scroll down to the bottom of this screen and you'll see a list of vendor items associated with the Product. Find the Vendor Item you want to move and press the blue "Remove" button on the right side of the screen. 

mceclip1.png

If a Product already exists for this item you can type the name of the Product in the search bar, and enter a conversion between the vendor item packaging and the Product Count By. 

mceclip3.png

If no Product already exists click the "Or is it a new product" Checkbox and create a new Product to move the Vendor Items too. 

mceclip4.png

Press save and your vendor item will be moved to the new product. 

If the Product the Vendor Item was incorrectly associated with is a duplicate product that needs to be deleted, when you finish your transfer you'll be directed back to the "Edit Product" page on the original Product. From here you can press the "Delete" button on the bottom right hand corner of the screen to remove this duplicate product from your database. 

mceclip5.png

If the Product has ever been counted on an inventory or is in use in a recipe, you will not be able to delete it. You can either mark the product as "Do Not Use" or contact help@marginedge.com and ask us to merge the old and new products for you. This will also merge their historic counts and update any relevant recipes and PMIX mix mappings 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.