๐Ÿ› ๏ธ System Configuration & Setup
  1. EZ Process Pro | Knowledge Base
  2. ๐Ÿ“˜ How To Guides
  3. ๐Ÿ› ๏ธ System Configuration & Setup

How do I add a discontinued item to an Integrated Manufacturer?

We refer to "Integrated Manufacturers" as any manufacturer that has their data pulled in through either our Ashley Integration or our Wondersign Integration. 

There may be a time when you activate either the Ashley or Wondersign Integration, and not all of the items that you have in stock in your showroom or warehouse are displayed in your system. The reason for this is that whenever the data feed is activated it pulls in only the inventory that is not currently discontinued. You may still have some discontinued items in stock. This article will walk you through exactly what you should do to enter those discontinued items into your inventory so that you can sell them.

 

Note: Discontinued items that did not come over through the data feed should not be created as groups or items within the integrated manufacturer. That could cause issues when the data syncs. You should never be adding items to an integrated manufacturer. Any items that need to be added should be added to a newly created manufacturer.

 

Follow these steps to enter your discontinued items:

  1. Create a new Manufacturer, and title it "[Company Name] Discontinued"
    1. To do this go to Getting Started > Add/Edit Manufacturer > Add Manufacturer
    2. Enter the "Company Name" as "[Company Name] Discontinued" (for example, Ashley Discontinued) so that you are able to discern the difference between the integrated manufacturer and the manufacturer that only contains the leftover discontinued items that were never added to the system. 
    3. Click Add to save the new manufacturer to your system.
  2. Create the group and items within the newly created manufacturer
    1. Go to Getting Started > Add/Edit Group > Add Group
    2. Select the newly created manufacturer's name
    3. Select the appropriate Category, enter in the Group Name, enter in the Item #, enter Item Description, enter in the Cost and any other information you would like to include.
    4. Click Submit to save the group/item to your system
  3. Add in the inventory counts for this item through 1st-time inventory
    1. Go to Getting Started > Enter 1st Time Inventory > Manual Version
    2. Select a default location and optionally enter a default freight rate
    3. Click Proceed to Next Step
    4. Select the newly created manufacturer and then click Proceed to Next Step
    5. Select the item from the "Select Item" drop-down menu and click Proceed to Next Step
    6. Enter in quantity you have in your inventory for that item and make sure the appropriate freight rate and location are selected/entered.
    7. Repeat these same steps for all other locations you have in stock for that item, and then also repeat these same steps for any other items you have just added to the system.
  4. Go back and discontinue the items after inventory counts have been entered
    1. Go to Getting Started > Add/Edit Group > Edit/Delete Group
    2. Select the newly created Manufacturer
    3. Optionally enter in Item Number or Group Description
    4. Click Search
    5. Click Edit Group next to the group that contains the item you wish to discontinue
    6. Click Discontinue on the row of the item you wish to discontinue
     
    After following these steps. The item will now be entered into your system under the discontinued version of the integrated manufacturer. The inventory counts will have been added to the system and the item will also be discontinued so that as soon as you sell out of the item it will no longer appear in your in-stock items section of the sales portion of the software. Furthermore, the system will not let you order the item if you try to sell more than what is currently in stock.