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Hello @WildBird24 . Thank you for utilizing our customer community.
Below, I have provided an explanation regarding the errors you mentioned, using your existing hierarchy as an example:
- Since you currently have only an "Each" item created in your hierarchy, you will need to correct all the mentioned errors on this item. If "Each" items are to be placed in a "Case" and that is how the item will be shipped, you will also need to create an item for the "Case" and link them together.
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Base Unit Indicator: This should be set to True for the lowest level item in your hierarchy and False for the items above it. If your hierarchy consists solely of the "Each" item, mark it as True. If you add a "Case" item, then the "Case" should be marked as False.
- Ordering Unit Indicator: This should be True for items that can be ordered by the retailer and False for those that cannot. For example, if you create a "Case" item that the retailer can only order, then the "Case" would have the indicator set to True, and the "Each" would be set to False. However, if the "Each" remains the only item in your hierarchy, it should have the Ordering Unit Indicator set to True.
Hello @WildBird24 . Thank you for utilizing our customer community.
Below, I have provided an explanation regarding the errors you mentioned, using your existing hierarchy as an example:
- Since you currently have only an "Each" item created in your hierarchy, you will need to correct all the mentioned errors on this item. If "Each" items are to be placed in a "Case" and that is how the item will be shipped, you will also need to create an item for the "Case" and link them together.
-
Base Unit Indicator: This should be set to True for the lowest level item in your hierarchy and False for the items above it. If your hierarchy consists solely of the "Each" item, mark it as True. If you add a "Case" item, then the "Case" should be marked as False.
- Ordering Unit Indicator: This should be True for items that can be ordered by the retailer and False for those that cannot. For example, if you create a "Case" item that the retailer can only order, then the "Case" would have the indicator set to True, and the "Each" would be set to False. However, if the "Each" remains the only item in your hierarchy, it should have the Ordering Unit Indicator set to True.
Thank you so much for the response. I have attached screen shots for each and case set up and the error message. Thanks
Thank you very much for the reply and additional information, @ccasanova.
The main issue is the items are linked with the Each as the highest hierarchy level instead of the Case:
We have an article here explaining how to unlink the items: How to Unlink Items in IM.
Once unlinked, please start the linking process from the Case, as the system always links from the item you are starting downwards, therefore, if you start from the Each, you can only link the Case inside the Each. More details about linking can be found here, please: How to Link Items to create a Hierarchy.
Regarding the items themselves, we also recommend populating the Consumer Unit Indicator (indicating which item is sold in the stores to the customers, usually the Each only, but there are exceptions) and Dispatch Unit Indicator (how the item is dispatched to the retailer, usually the highest hierarchy level, in this instance - the Case).
Thank you.
