Do you know how to assign Items to the Item Hierarchy/Categories in Bulk?

Do you know how to assign Items to the Item Hierarchy/Categories in Bulk?

Meaning of Item Hierarchy Level:

Item hierarchy level refers to the level of classification or grouping of products in a hierarchical structure. In retail businesses, this hierarchy can include various levels such as department, category, subcategory, and individual product. Each level represents a more detailed and specific classification of the products.


For example, at the highest level, products might be classified into departments such as electronics, apparel, and home goods. Within the electronics department, products might be further classified into categories such as TVs, computers, and cameras. Under the TVs category, there might be subcategories such as LCD, LED, and plasma TVs. Finally, at the lowest level, there would be individual products such as a specific model of a 55-inch LED TV.


The item hierarchy level is important because it allows retailers to manage their inventory, sales, and promotions more effectively. By grouping products into logical categories and subcategories, retailers can analyze sales data and make informed decisions about which products to stock, how to price them, and how to promote them to customers. It also allows for better organization and navigation of products for both customers and employees.


The Item Hierarchy or the Category Tree structure is used to set up the categorization of the items for the structural designing, reporting as well as for the Online website or Mobile Apps category structure.

To assign new values in item hierarchy, follow these general steps:

Identify the need for a new value: The first step is to identify the need for a new value in the item hierarchy. This could be because of a new product line, a change in the organization's structure, or any other reason.

Determine the appropriate level in the hierarchy: Once you have identified the need for a new value, you need to determine the appropriate level in the hierarchy where it should be added. This could be at the department, category, or subcategory level, depending on the nature of the new value.

Create the new value: After identifying the appropriate level in the hierarchy, create the new value by adding it to the system. This involves entering the name and other relevant details of the new value into the ERP system.

Assign items to the new value: Once the new value has been created, assign the relevant items to it. This involves updating the item master data in the ERP system to reflect the new assignment.

Update reports and analytics: Finally, update any reports or analytics that use the item hierarchy to ensure that the new value is included in the appropriate calculations and analyses.

By following these steps, you can assign new values to the item hierarchy and ensure that your inventory management and sales analysis processes are up-to-date and accurate.

 

Benefits:

Assigning new values in item hierarchy can provide several benefits in retail business, including:


Improved organization: By adding new values to the item hierarchy, retailers can better organize their products and improve their ability to manage inventory. This helps retailers to easily locate products and track their stock levels, ensuring that they have the right products in the right place at the right time.


Enhanced reporting and analysis: Adding new values to the item hierarchy can provide more detailed reporting and analysis of sales data. This allows retailers to gain insights into sales trends, customer behavior, and product performance at a more granular level. This information can be used to make more informed decisions about pricing, promotions, and inventory management.


Better customer experience: An optimized item hierarchy can make it easier for customers to find what they are looking for. With a more detailed and organized item hierarchy, retailers can present products to customers in a logical and intuitive way, which can improve the overall shopping experience and increase customer satisfaction.


Increased efficiency: By adding new values to the item hierarchy, retailers can streamline their inventory management processes and reduce the time and effort required to manage their inventory. This can lead to increased efficiency and productivity, allowing retailers to focus on other important areas of their business.


Overall, adding new values to the item hierarchy can provide significant benefits for retailers, including improved organization, enhanced reporting and analysis, better customer experience, and increased efficiency.


The main benefit of creating the Category Tree Structure and mapping the items with it is to get the proper categorization and item listing in mobile apps and E-Commerce portals.

 

There are 2 ways of assigning items to Item hierarchy in bulk.

  • From Smart Update Button.

  • From Bulk Update Button.

Let's discuss the Smart Update Button process. Please do the below steps for the Item hierarchy bulk update.

Step 1: Go to Inventory > Masters > Items


Step 2: Press Shift + F8 Smart Update to bring up the Smart Update screen.

(Note: Key settings may vary from user to user, you can click on the blank button just beside F1 Key to change the key combinations to find the desired key)

 

Step 3: Locate the Category you want to filter and choose the filter. As an example, select the Category name "Category" and the select the value as "Beverages".


Step 4: Now you want to set all the filtered sub categories as "New Sub Category". So, select the "New Sub Category" from the list and press enter.


Step 5: Then press Ctrl + C to Copy the value and Ctrl + Shift + V to Paste the value in the entire column. Then click on Yes to complete the process.


Check the below screenshot, the "New Sub Category" value has been pasted in all filtered fields of the Sub Category column.

Step 6: Then click on Save to save the changes.


Step 7: Click on Yes to apply the final changes.


After the changes are completed, the below screenshot will come as a confirmation.

 

Now, let's discuss the Bulk Update Button process. Please do the below steps for the Item hierarchy bulk update.

Step 1: Go to Inventory > Masters > Items


Step 2: Press Ctrl + F3 Bulk Update.

(Note: Key settings may vary from user to user, you can click on the blank button just beside F1 Key to change the key combinations to find the desired key)

 

Step 3: Locate the Category column and filter it for ALL OUT. This way, only the ALL OUT values will be filtered in the Category column by this way.


See the screenshot for your reference. All the values of Category column are ALL OUT.

Step 4: Now set the top column value of the Sub category column as NEW SUB CATEGORY.

 

Step 5: Then press Ctrl + C to Copy the value and press Ctrl + Shift + V to Paste the values in the Sub Category column.


Step 6: Click on Yes to complete the process.

 

Step 7: Click on OK to finish the operation.

 

Conclusion:

Item Mapping with the categories is a mandatory process to be followed to achieve the category tree structure.

The advantages of assigning new values in item hierarchy include:

Improved organization and management: By adding new values to the item hierarchy, retailers can better organize and manage their inventory. This allows them to easily track and manage their products at different levels of granularity, making it easier to make informed decisions about pricing, promotions, and inventory management.

Increased flexibility: Adding new values to the item hierarchy allows retailers to be more flexible in how they organize and manage their inventory. For example, they may want to add a new category for a specific product line or a new subcategory for a particular type of product.

Improved reporting and analysis: Assigning new values in item hierarchy allows retailers to analyze sales data and make informed decisions about pricing, promotions, and inventory management. This helps retailers to identify trends and patterns in customer behavior and adjust their strategies accordingly.

Enhanced customer experience: By adding new values to the item hierarchy, retailers can present their products in a more logical and organized way. This can help customers to find what they are looking for more easily, leading to a better shopping experience and increased customer satisfaction.

Overall, the advantages of assigning new values in item hierarchy include improved organization and management, increased flexibility, improved reporting and analysis, and enhanced customer experience.


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