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Help on item master mapping | SQL to Tally | Tally Shopper | Tally Support

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Help on item master mapping | SQL to Tally | Tally Shopper | Tally Support

  1. 1. Help on Item Master Mapping
  2. 2. The information contained in this document is current as of the date of publication and subject to change. Because Tally must respondto changing market conditions, it should not be interpreted to be a commitment on the part of Tally, and Tally cannot guarantee theaccuracy of any information presented after the date of publication. The information provided herein is general, not according to indi-vidual circumstances, and is not intended to substitute for informed professional advice.This document is for informational purposes only. TALLY MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THISDOCUMENT AND SHALL NOT BE LIABLE FOR LOSS OR DAMAGE OF WHATEVER NATURE, ARISING OUT OF, OR INCONNECTION WITH THE USE OF OR INABILITY TO USE THE CONTENT OF THIS PUBLICATION, AND/OR ANYCONDUCT UNDERTAKEN BY PLACING RELIANCE ON THE CONTENTS OF THIS PUBLICATION.Complying with all applicable copyright and other intellectual property laws is the responsibility of the user. All rights including copy-rights, rights of translation, etc., are vested exclusively with TALLY SOLUTIONS PRIVATE LIMITED. No part of this document maybe reproduced, translated, revised, stored in, or introduced into a retrieval system, or transmitted in any form, by any means (electronic,mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Tally Solutions Pvt.Ltd.Tally may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in thisdocument. Except as expressly provided in any written licence agreement from Tally, the furnishing of this document does not give youany licence to these patents, trademarks, copyrights, or other intellectual property.© 2009 Tally Solutions Pvt. Ltd. All rights reserved.Tally, Tally 9, Tally9, Tally.ERP, Tally.ERP 9, Shoper, Shoper 9, Shoper POS, Shoper HO, Shoper 9 POS, Shoper 9 HO, TallyDevel-oper, Tally Developer, Tally.Developer 9, Tally.NET, Tally Development Environment, Tally Extender, Tally Integrator, Tally Inte-grated Network, Tally Service Partner, TallyAcademy & Power of Simplicity are either registered trademarks or trademarks of TallySolutions Pvt. Ltd. in India and/or other countries. All other trademarks are properties of their respective owners.Version: Help on Item Master Mapping/1.1/July 2009
  3. 3. ContentsHelp on Item Master Mapping Scope ...................................................................................................................................................... 1 Significance of Item Master Mapping ...................................................................................................... 1 Classifications of Shoper Standard Product............................................................................................ 2 Procedure for Item master mapping........................................................................................................ 2 Super Classifications ............................................................................................................................. 2 Major Classifications ............................................................................................................................. 2 Analysis Classifications ......................................................................................................................... 3 Steps to Classify Item Master ................................................................................................................. 3 Super Classifications ............................................................................................................................. 3 Major Classifications ............................................................................................................................. 4 Analysis Classifications ......................................................................................................................... 4 Super Classifications ............................................................................................................................. 4 Major Classifications ............................................................................................................................. 4 Analysis classifications .......................................................................................................................... 5 i
  4. 4. Help on Item Master MappingScopeThis document is an aid to classify the item master by identifying key attributes and mappingfor different type of business segments. The right classification of item masters is a key forchain stores using Shoper. It’s significance is explained in corresponding sections of thisdocument.Samples of item master classifications done for various verticals and some prestigious AFSsegment businesses are detailed. Sample databases of various verticals will help the imple-menter in creating various transactions in Shoper and verifying the related reports. These are only examples. Different businesses have different requirements, therefore the classifications needs to be done based on business needs only.Significance of Item Master Mapping1. Better inventory management: Correct mapping for the business improves operational efficiency across the business and subsequently reduces inventory holding and distribution costs.Example: Easy accessibility to the right merchandise for better inventory control.2. Identification of merchandise: Identification of the merchandise can be done by map- ping the items correctly, i.e., items can be identified and segregated by attributes like style, shade, etc.Example: Proper classification of the merchandise helps in identifying each merchandiseattribute-wise and will ease the identification process.3. Reporting: Business reports can be viewed and analysed based on the key attributes which will help in better business forecasting.Example: Proper classification of the merchandise helps the management to view various reportson sales and stock figures which will definitely help in forecasting.4. Replenishment: Based on the key attributes, the replenishment system can trigger the requirement and lead time for delivery of inventory.Example: Re-order and replenish the stocks based on key attributes of an item. 1
  5. 5. Help on Item Master Mapping5. Analysis on merchandise: Stock movement, ageing analysis can be done based on the item classifications.Example: classifying the attribute further will help in analyzing the past consumption and stockmovement along with the ageing of stocks.6. Defining promotional schemes: Different offers and discounts can be announced after analysis based on key attributes and ageing of stocks.Example: The management can arrive at various promotional schemes.Classifications of Shoper Standard Product Identify the type of business. Key attributes where we can bind major item classifications. Pivotal grouping. Unique identification of merchandise based on classification of an Item. All the transactions are based on the major classification of an item. Can generate reports based on the major classifications of an item. We can group the key attributes for MIS purpose.Procedure for Item master mappingIn Shoper, there are 2 super classifications, 5 major classifications and 32 analysis classifica-tions.Super ClassificationsThe super classifications stand at the top of the hierarchy. The two super classifications areSuperclassification1 and Superclassification2. Super Classifications are preferably used whenthe business/ stores deals with more than one segment.Major ClassificationsThe five major classifications are Class1cd, Class2cd, Subclass1cd, Subclass2cd, and Sizecd.These are the key attributes which help us in arriving at the uniqueness of the merchandiseand play a vital role in carrying out most of the transactions and key reports. The correctmapping of key attributes with business requirement help in generating correct reports. 2
  6. 6. Help on Item Master MappingAnalysis ClassificationsThese classifications can be used to further describe the attributes based on the requirementof business. In Shoper, there is a facility to further classify the attributes as 32 Analysiscodes. Usage of all the Analysis codes is not mandatory.Steps to Classify Item Master.Following are the steps to classify an item master under various Business scenarios.1. Identify the type of business.Example: whether the store is dealing with a single brand (exclusive) or with more than onebrand (multi-brand) or one off (many brands, products and receiving items from several suppliers)2. Identify whether the store is one-off, buy and sell consignment or a Chain store. In case of a One-off store, the customer would like to view the sales and stock reports based on the product and the supplier, as the later is crucial for reporting (…reporting what?) and transactions. Here, class1 and class2cd can be classified as product and supplier or vice versa. In case of Buy and Sell, the customer would like to view the reports based on the prod- uct and brand. Here, the supplier will have least significance. The class1 and class2cd can be classified as product and brand or vice versa. In case of Consignment, the customer would like to view reports on the brand and product. Here, the brand would be crucial for the business. The class1 and class2cd can be classified as brand and product.3. An item attribute can be further classified by mapping with 32 analysis classifications of Shoper based on customer requirement. Example, fabric type, fit, styling, usage, imported, local, etc.4. In case of multi-segment / multi-floor / Jewellery stores, each item can be grouped based on segments and floors, as super classifications in Shoper. Example, department, brand, business type, etc.Shown below is the procedure for item master mapping, taking two business scenarios ofreadymade garments as an example:Example 1: Case 1Super Classifications1. Super Classification 1: - Gender/floor2. Super Classification 2: - Department/ 3
  7. 7. Help on Item Master MappingMajor Classifications1. Item Classification 1: - Product2. Item Classification 2 :- Brand3. Item Sub-Classification 1: - Style4. Item Sub-Classification 2: - Shade5. Size :- SizeIn this case, the store is exclusive and dealing with multiple brands, concentrating on Productand Brand. If you classify key attributes in Class1Cd and Class2Cd of Shoper, you can view alltypes of reports. Further, items can be classified based on Style, Shade and Size and can bemapped with Item Sub classification 1, Item Sub Classification 2 and Sizecd.Analysis Classifications1. Analysis Code 1: - Fabric2. Analysis Code 2: - Collection3. Analysis Code 3: - Fit4. Analysis Code 4: - Usage5. Analysis Code 5 : - StylingThe item can also be classified based on the customer needs by mapping item attributes withShoper analysis classifications.Example 2: Case 2Super Classifications1. Super classification1 :- Group2. Super classification2 :- CategoryMajor Classifications1. Item Classification 1: - Brand2. Item Classification 2 :- Product3. Item Sub-Classification 1: - Style4. Item Sub-Classification 2: - Shade5. Size :- SizeIn this case, the store is multi-brand and deals with multiple products, concentrating on Brandand Products. If we classify key attributes in Class1Cd and Class2.Cd of Shoper, we can view 4
  8. 8. Help on Item Master Mappingall types of reports. Further, items can be classified based on Style, Shade and Size and canbe mapped with Item Sub classification 1, Item Sub Classification 2 and Sizecd.Analysis classifications1. Analysis Code 1: - Fabric2. Analysis Code 2: - Type3. Analysis Code 3: - Fit4. Analysis Code 4: - Target5. Analysis Code 5 : - CollectionThe items can also be classified based on the customer needs by mapping an item attributeswith Shoper analysis classifications. 5

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