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1.
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On the Adjust menu of CPB, click Item Adjustment. A window like the following appears, although unlike the sample illustration, it will be clear of items:
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In the illustration above, Dept is selected and the department range
2.03 is typed as the beginning and end department range boxes, meaning only items in that department will be returned.
Zone — CPB pricing control is zone-based. Before you adjust items, select or type the zone in which you wish changes to be applied. Selections in the list reflect the zones currently set up in the CDB:
Department Range — Type the range of the inventory or expense departments to be affected, either within a department (for example,
2.30–
2.69), or across departments (
2.00–
99.99). When the beginning Department Range box is left blank, Central Price Book includes every value up
to and including the value displayed in the ending box. When the ending Department Range box is left blank, Central Price Book includes every value
from the value displayed in the beginning box. For example, the range
<blank>–8.88 would include everything up to and including Department
8.88; the range
9.01—<blank> would include all Departments starting with
9.01 and including all departments/subdepartments thereafter. A null in the beginning
and ending range boxes includes everything.
Vendor — If desired, you may select a vendor on which to filter, a convenience that allows you to adjust prices in accordance with the policies of individual suppliers without affecting items from other sources. Set your vendors up in the CDB.
Item ID — Type the Item ID (PLU). Type the leading digits of a PLU to specify items which start with those numbers. Use a forward slash (/) when typing a U.P.C.-E format ID and press
Enter afterward to expand the ID to U.P.C.-E format (for example, /0289632 = 02820000963).
Pack Size — Type a pack size, if desired. This is how many items are in a multipack, for example, the number of packs in a cigarette carton (10).
UPC/SKU — Type the leading digits of a U.P.C. when specifying items that start with those numbers. You may type the first portion of a number to look for items that include that portion, which is often used as a company prefix. U.P.C. company prefixes vary between six and ten digits in length. Additionally, the company prefixes encoded in EAN-13 and EAN-8 symbols vary in length. For example, select the
UPC/SKU check box and type
076998 in the text box next to the UPC / SKU label. All Foster Farms products meet the criteria and will display since they all start with 076998. Use a forward slash (/) to expand U.P.C.-E format to U.P.C.-A (for example, /0289632 = 02820000963).
UPC Pack Size — Type the U.P.C. pack size of the multipack. In the case of a cigarette carton with a different U.P.C. than the single items contained within it, the number would be
1, because even though there are multiple items within the multipack, there is only one carton associated with the item. In the case of a ringlet six-pack, where there is no difference between the U.P.C. of the individual item and the U.P.C. of the multi-pack, it would be
6.
Margin Range — Select a margin range by typing in a beginning and ending margin. This entry will filter down to all items included in the range and is especially helpful when combined with other filtering criteria, for example, a specific product set. When the beginning Margin Range box is left blank, Central Price Book includes every value up
to the value displayed in the ending box. When the ending Margin Range box is left blank, Central Price Book includes every value
from the value displayed in the beginning box.
Item Description — Type a “string” of characters that can be found within the description of the items you are specifying. The system will find the string anywhere in the item’s description and display the results. This criterion is not case-sensitive.
Unit List — Type a list price using decimal format (limit: 2 decimal places —
xx.xx) to display an item sample set with that list price. This criteria often will be used with other criteria, for example, specific product types as defined by UPC/SKU.
Item Group — If you use Item Groups, you can filter your items by a specific Item Group, which may be useful for speedy re-pricing of multi-item promotions. Information on Item Groups is available in the
CDBWin User’s Guide, in Chapter 1 under the section titled, “Item Groups”.
Tax Group — If you have assigned tax groups to your items, you can select and use specific Tax Group IDs, as set up in the CDB, to filter an items.
Redemption — From the combo box, select the Redemption ID of the items you want to specify as criteria. Redemptions are set up in the CDB. Information on Redemptions is available in the
CDBWin User’s Guide, in Chapter 1 under the section titled, “Redemptions”.
Sites — A display-only box showing the number of sites in which the item resides and which will be impacted by any changes you make to the item. Click the site number to bring up the Site/Zone Coverage window for the item (
see “Coverage” for an explanation of the Coverage window).
ID/PLU — The inventory ID/PLU of the item. Click the hyperlinked value to call up the Add Item window which will allow you to edit the information contained in the record.
Sz — The pack size of the item.
UPC — The U.P.C. of the item.
Sz — The pack size of the U.P.C.
Description — The current description of the item.
This box accepts typed in-line editing.
Dept —The department in which the item resides.
This box accepts typed in-line editing and, if you right-click the department number when the cursor is in this box, a list of departments and subdepartments from which you can select displays, an easy way to change the item record’s department as shown in
“Department”.
Cost/Margin/List — Cost, Margin, and List values display here.
Type — Displays whether item is an inventory item (
I), an expense item (
X) or a sale-only item (
S).
Tax —
Even though this means Tax Group it reads only “Tax” to save room on the grid. The tax group as recorded through the CDB that is associated with the item (not required). This is a combo box that can be used for in-line editing. It contains entries for all zones in the price book.
Redemption — The Redemption ID as recorded through the CDB that is attached to the item (not required). This is a combo box that can be used for in-line editing. It contains entries for all zones in the price book.
Rcpt Desc — A short, secondary description that can be output by certain POS systems.
This box accepts typed in-line editing.
isUniform — Yes means the information for the item is the same across all zones and sites. No means that the item has a divergent value.
Sort Ascending —Sorts from lowest value at the top to the highest, whether numeric or alphabetical (A to Z).
Sort Descending —Sorts from highest value at the top to the lowest, whether numeric or alphabetical (Z to A).
Hide Column — Hides the selected column in current view.
Pin Left — Takes the selected column and moves it to the far left of the grid.
Pin Right — Takes the selected column and moves it to the far right of the grid.
Export all data as excel (
) —Use this selection to export to an Excel spreadsheet, all the data contained within the zones/sites and criteria that have been selected (whether you have selected it to display visibly or not).
Export visible data as excel (
) — Use this selection to export to an Excel spreadsheet,
only the data contained within the zones/sites
that you have selected to display as visible using (for example) the
Show Only New Items command in the Outside Updates screen or the
Divergent Values only check box in the Item Adjustment screen.
Columns (
) — The Item Adjustment and Outside Updates screens allow you to customize the information visible from the item grid by toggling on and off specific columns. When a column is currently displayed, it appears in the menu appended with the check mark (
) to the left of the column title. When a column is currently hidden, an “x” (
) appears to the left of the column title.
Clear all filters (
) —
Outside Updates screen only. If the gray filters at the top of the columns are displayed, and you have entered partial criteria in on or more to narrow the items in the screen, click this menu item to clear all of them at once.
Preview — Calls up a display of the proposed adjustment before you accept it. In many cases an existing value is compared to the proposed adjustment. This display is suitable for printing, and provides access to CPB’s report tools (
see “Negotiated Cost”).
OK — Commits the adjustment to being staged in CPB where it is now ready to be distributed to sites.
Cancel — Closes the window and cancels the pending adjustment.
), if desired. Information in the Description, Receipt Description, Dept, and Unit List columns can be modified by typing right into the box, an activity called “in-line editing”. In-line editing is also available via combo box in the Tax Group and Redemption columns. In-line editing is autosaved when you move the cursor from Item Adjustment to another CPB box.
) just above the continuous list (the effect of each is explained in “Adjustment Types”). This calls up another window into which you can record the specifics of the adjustment. Click OK when finished in an adjustment-specific window. Only after you Distribute to Sites (see “Distribute to Sites”) will the accepted changes in the adjustment-specific windows be “pushed out” to the CDB zones.
In the illustration above, Dept is selected and the department range 2.03 is typed as the beginning and end department range boxes, meaning only items in that department will be returned.Zone — CPB pricing control is zone-based. Before you adjust items, select or type the zone in which you wish changes to be applied. Selections in the list reflect the zones currently set up in the CDB:Department Range — Type the range of the inventory or expense departments to be affected, either within a department (for example, 2.30–2.69), or across departments (2.00–99.99). When the beginning Department Range box is left blank, Central Price Book includes every value up to and including the value displayed in the ending box. When the ending Department Range box is left blank, Central Price Book includes every value from the value displayed in the beginning box. For example, the range <blank>–8.88 would include everything up to and including Department 8.88; the range 9.01—<blank> would include all Departments starting with 9.01 and including all departments/subdepartments thereafter. A null in the beginning and ending range boxes includes everything.Vendor — If desired, you may select a vendor on which to filter, a convenience that allows you to adjust prices in accordance with the policies of individual suppliers without affecting items from other sources. Set your vendors up in the CDB.Item ID — Type the Item ID (PLU). Type the leading digits of a PLU to specify items which start with those numbers. Use a forward slash (/) when typing a U.P.C.-E format ID and press Enter afterward to expand the ID to U.P.C.-E format (for example, /0289632 = 02820000963).Pack Size — Type a pack size, if desired. This is how many items are in a multipack, for example, the number of packs in a cigarette carton (10).UPC/SKU — Type the leading digits of a U.P.C. when specifying items that start with those numbers. You may type the first portion of a number to look for items that include that portion, which is often used as a company prefix. U.P.C. company prefixes vary between six and ten digits in length. Additionally, the company prefixes encoded in EAN-13 and EAN-8 symbols vary in length. For example, select the UPC/SKU check box and type 076998 in the text box next to the UPC / SKU label. All Foster Farms products meet the criteria and will display since they all start with 076998. Use a forward slash (/) to expand U.P.C.-E format to U.P.C.-A (for example, /0289632 = 02820000963).UPC Pack Size — Type the U.P.C. pack size of the multipack. In the case of a cigarette carton with a different U.P.C. than the single items contained within it, the number would be 1, because even though there are multiple items within the multipack, there is only one carton associated with the item. In the case of a ringlet six-pack, where there is no difference between the U.P.C. of the individual item and the U.P.C. of the multi-pack, it would be 6.Margin Range — Select a margin range by typing in a beginning and ending margin. This entry will filter down to all items included in the range and is especially helpful when combined with other filtering criteria, for example, a specific product set. When the beginning Margin Range box is left blank, Central Price Book includes every value up to the value displayed in the ending box. When the ending Margin Range box is left blank, Central Price Book includes every value from the value displayed in the beginning box.Item Description — Type a “string” of characters that can be found within the description of the items you are specifying. The system will find the string anywhere in the item’s description and display the results. This criterion is not case-sensitive.Unit List — Type a list price using decimal format (limit: 2 decimal places — xx.xx) to display an item sample set with that list price. This criteria often will be used with other criteria, for example, specific product types as defined by UPC/SKU.Item Group — If you use Item Groups, you can filter your items by a specific Item Group, which may be useful for speedy re-pricing of multi-item promotions. Information on Item Groups is available in the CDBWin User’s Guide, in Chapter 1 under the section titled, “Item Groups”.Tax Group — If you have assigned tax groups to your items, you can select and use specific Tax Group IDs, as set up in the CDB, to filter an items.Redemption — From the combo box, select the Redemption ID of the items you want to specify as criteria. Redemptions are set up in the CDB. Information on Redemptions is available in the CDBWin User’s Guide, in Chapter 1 under the section titled, “Redemptions”.
).
) to create an item set (as explained in the following section, 
). Basic Windows conventions hold for selecting and deselecting single or multiple items, continuously or non-continuously. Selected item records display green. 
) — 
) — 
In the column titles row, to the far right of the screen’s main items grid, you’ll see a hamburger icon (
). Click it to call up the Columns Menu.
