Item Management

The Items option under the Vendor Mgmt tab will allow you to add, remove or edit attributes to the items within your vendor catalogs.

You can search through your vendor catalogs using a similar search page to the standard Order -> Search tab. There are a few unique fields to this search page you can also use to search the catalog:

Order Guides – You can search for items based on the order guides that they are a part of.
Business Unit – If your organization utilizes business units, you can choose the proper business unit to narrow your search down.
Price – You can search for items based on their price. Use the drop down to select equals, less than or greater than, then enter a price.

When you perform a search, the search results will appear below. (A)

Once you search, you can click the Update Product Attributes arrow dropdown to view the various elements of each item that you can adjust. (B)

To select an item to make changes to it, check the checkbox next to the items to modify. You can select more than one item at a time to make changes to multiple items at once, and you can “Select All” items on the list by clicking the checkbox underneath the Select heading at the top of the list. (C)

NOTE: The default view contains 10 items per page. If you’d like to view or modify more than 10 items at a time, click the dropdown by “items per page” to view 10, 25, 50, 100 or 500 items per page.

You can make add, remove or make changes to various Item Attributes and fields. If you do not wish to change the current setting for the item, leave Don’t Change selected for the drop down.

Formulary – Choose whether to apply a formulary to this item or not.
Preferred – Choose whether to mark this item as preferred or not.
Capital – Choose whether to mark this item as a capital item or not.
Rebate – Choose whether the selected item is rebateable or not.
GL Group – Select an available GL Group to change the item’s default GL Group.
Effective Date – Select the date you’d wish for your changes to the item to “go live”. This field will default to the current date.
Expiration Date – Select the date you’d wish for your changes to the item to expire. This field will default to 12/31/2099 (essentially to set the change as “indefinite”).
Add to Selected Order Guide(s) – Select one or more order guides to apply to the item.
Update Product/Blocked Message – Selecting this check box will make a new box appear underneath. Under the Message Type dropdown:
- None – Remove any product message or blocked status that is on the item.
- Blocked – Changes the item to a blocked status. Blocked items cannot be purchased; they can only be viewed. You may add a message describing the nature of the block and/or suggesting alternate products to order.
- Product – Adds a message to the selected item. Type your message into the Message box and it will appear when users hover their mouse over the Item Message icon.

Update Key Words – Selecting this check box will make a new box appear underneath in which you can enter one or more keywords to the item. These keywords can help users with searching.
Buyer Rebate Value – Selecting this check box will make a new box appear underneath in which you can enter the buyer rebate value if one is available.

When you have made all the desired changes, click the Apply to Selected button.