Introduction

This article contains information on creating supplied products within Centegra Plus as part of the Inventory Management module

A supplied product is one which: 

• Is typically assigned as an ingredient to recipe products. 
• Requires a stock count within stock periods. 
• Can have multiple supplier product pack sizes linked to it. 

 

Contents

Creating New Supplied Product

Linking Suppliers To Supplied Products

Updating Existing Supplied Products

Deleting Supplied Products

 

Creating New Supplied Products

Supplied products are typically only required in Centegra Plus, so are created as brand new products directly within Centegra Plus.

To create the supplied product:  

• Head to Product Management > Products.
• Select [NEW CENTEGRA PLUS PRODUCT]. 

In the New Product page, enter:

• Long Product Name: Enter the name of the product. (Suppliers do not see this name.)
• Short Product Name: Copy the name of the product into this field. 
• Code: Enter your own code for the product. (Suppliers do not see this code. If a code is not required, copy the auto-generated PLU.)
• Stock Master Group: Select the master group that contains the stock group that the product should report to.
• Stock Group: Then select the stock group that the product should repot to. 
• Stock Type: Select Supplied. 

Beneath that, you then need to define the three sizing units for the product: 

• Base Unit Size
• Receiving Unit Size
• Stocking Unit Size

Some information on sizing is covered below, but for more details on product sizing, Click Here.

First, define the the Base Unit Size. This should be a description of the smallest size required for this product. Other sizes are based on this, and you'll see this size when linking the supplied product as an ingredient within recipes. 

To update the Base Unit Size:

• Base Unit Name: Enter the description of the products base unit.

Next, skip a row and define the Receiving Unit Size. The Receiving Unit Size should represent the pack size that you typically receive from suppliers. Additional supplier pack sizes are handed later.

To update the Receiving Unit Size: 

• Receiving Unit Name: Enter the description of the products receiving unit.
• Receiving Units: Enter the number of Base Units in the Receiving Unit Name. 

Next, go back up a row and enter the Stocking Unit Size. The Stocking Unit size is flexible, and can vary depending on the nature of the supplied product. Think about how users may wish to enter counts for this product... for example, a generic weight or measurement size (e.g. "KG") may be suitable, or if the supplier pack can be broken down into smaller packs then the smaller pack size may be suitable. 

If no different sizing is needed here, then just copy the Receiving Unit Size details from above, as you cannot leave this blank and it needs to be mathematically correct based on the sizing labels.  

To update the Stocking Unit Size: 

• Stocking Unit Name: Enter the description of the products stocking unit.
• Stocking Units: Enter the number of Base Units in the Stocking Unit Name. 

A complete product sizing should look like this:

Use the text provided to sanity check that the sizes make sense.

Then, select [CREATE & ADD MORE DETAIL] to link supplier packs against the product as covered in the next section, and apply any additional product settings as required as covered later in this article.   

 

Linking Suppliers To Supplied Products

In the Suppliers tab of the product setup page, you can effortlessly link supplier product packs to your supplied products. This flexibility allows you to order the same product from various suppliers and in different sizes across all your company sites without the need to create new ingredients or recipes repeatedly.

Each supplied product can be associated with multiple supplier product packs. These packs come with an Enabled option, which determines whether the pack can be ordered from the supplier. To streamline your view, use the 'Show Enabled Products Only' filter within the Suppliers tab of the product setup page.

To link a supplier pack to the supplied product: 

• Access the Suppliers tab within the product setup page. 
• Select [ADD SUPPLIER]. 

Within the new supplier pack section: 

• Supplier: Select the Supplier from the list. 
• Included In Auto Orders: Select whether or not to include this supplier pack when Creating Orders from this supplier using the Autofill Valid Products option. 
• Supplier Product Name: Enter the suppliers product name. (The supplier can see this in orders.)
• Supplier Product Code: Enter the suppliers product code. (The supplier can see this in orders.)
• Pack Name: Enter a description of the suppliers pack size. (The supplier can see this in orders.)
• Pack Size In Base: Enter the number of product Base Units in the Pack Name.
• Supplier Price: Enter the net cost of the product from the supplier. 
• Contracted: Select whether or not the cost is contracted. If contracted, costs cannot be updated when placing or receiving orders. if not contacted, costs can be changed within orders. 
• Tax Rate: Select the product tax rate. 
• Cost Base: For reference only, the cost per product Base Unit is shown. 
• Cost Stocking: For reference only, the cost per product Stocking Unit is shown. 
• Enabled: Select this if the pack can be ordered from the supplier; disable this if it cannot.
• Split/Case: Select if the product is a split or a case. (For selected EDI enabled suppliers only.)

If additional supplier packs are needed, select [ADD SUPPLIER] and repeat the process. 

Otherwise, select [SAVE & EXIT]. 

(Note that if a supplier catalogue is enabled for the supplier, then when linking the supplier product to the supplied product, you will be restricted to supplier product settings as per the supplier catalogue. For more information, Click Here.)

 

Updating Existing Supplied Products

To edit an existing supplied product: 

• Head to Inventory Management > Products. 
• Locate the required product and select [EDIT] then [PRODUCT].

Within the existing supplied product, you can: 

• Edit Core Product Details
• Editing Product Sizing
• Add A New Supplier Product Pack
• Update An Existing Supplier Product Pack (Inc. Cost)
• Remove An Existing Supplier Product Pack
• Assign Allergens Against The Product

Ensure that you select [SAVE & EXIT] to save any changes before leaving the product.

 

Edit Core Product Details

Click Here for details on editing core product details that are not related to Inventory Management. 

 

Editing Product Sizing

Within a supplied product, some elements of the product sizing can be updated without impacting on historical records and stock movements related to the product. 

This is done within the Product Sizing section of the Product Detail tab: 

• Base Unit Name: This must not be changed. (For more details, Click Here.) 
• Receiving Unit Name: Rename the receiving unit size. 
• Receiving Units: Ensure that this reflects the number of Base Units in a Receiving Unit.
• Stocking Unit Name: Rename the stocking unit size. 
• Stocking  Units: Ensure that this reflects the number of Base Units in a Stocking Unit.
• Display Unit: Select which sizing unit to use for reporting.

If adjusting any product sizing, review the Product Sizing Sanity Check to check that the product sizing makes sense and there are no errors. 

 

Add A New Supplier Product Pack

Additional supplier product packs from either the same supplier or a different supplier can be linked to a supplied product. 

For details on this process, Click Here.  

 

Update An Existing Supplier Product Pack (Inc. Cost)

Supplier product information (including costs) can be updated both within the individual product, as well as within the Supplied Product Report for multiple products. 

The following information against a supplier product can be updated: 

• Included In Auto Orders: Select whether or not to include this supplier pack when Creating Orders from this supplier using the Autofill Valid Products option. 
• Supplier Product Name: Enter the suppliers product name. (The supplier can see this in orders.)
• Supplier Product Code: Enter the suppliers product code. (The supplier can see this in orders.)
• Pack Name: Enter a description of the suppliers pack size. (The supplier can see this in orders.)
• Pack Size In Base: Enter the number of product Base Units in the Pack Name.
• Supplier Price: Enter the net cost of the product from the supplier. 
• Contracted: Select whether or not the cost is contracted. If contracted, costs cannot be updated when placing or receiving orders. if not contacted, costs can be changed within orders. 
• Tax Rate: Select the product tax rate. 
• Cost Base: For reference only, the cost per product Base Unit is shown. 
• Cost Stocking: For reference only, the cost per product Stocking Unit is shown. 
• Enabled: Select this if the pack can be ordered from the supplier; disable this if it cannot.
• Split/Case: Select if the product is a split or a case. (For selected EDI enabled suppliers only.)

(Note that if a supplier catalogue is enabled for the supplier, you will be restricted to supplier product settings as per the supplier catalogue. For more information, Click Here.)

 

Remove An Existing Supplier Product Pack

A supplier product pack cannot be removed from a supplied product. 

However, it can be marked as disabled to hide it from view and to prevent any future orders from being placed for that supplier product. 

To do so, within the Suppliers tab: 

• Locate the supplier product within the list. 
• Deselect the Enabled checkbox. 

Once the product is saved, it will no longer be possible to order that product from the supplier. 

 

Assign Allergens Against The Product

Click Here for details on managing allergens assigned to products.  

 

Deleting Supplied Products

Supplied products within Centegra Plus can be marked as deleted if no longer part of Inventory. 

You can only delete a product if you have rights to do so. Click Here if you do not have rights to delete but believe you should.

The process of deleting a supplied product is broken down into 5 steps:

 

Step 1: Access The Product

To access the supplied product: 

• Head to Product Management > Products
• Locate the required product and select [EDIT] then [PRODUCT]. 

 

Step 2: Remove Links To Recipes

The first step is to check that no recipes are using the supplied product as an ingredient.

Within the product:

• Select the Used By Recipes tab. 
• If any products show in this list, access the product(s) and remove the current supplied product as a recipe component from those product(s). 

Once the supplied product is removed as an ingredient from all recipes, return to the supplied product.

 

Step 3: Remove Links To Suppliers

The next step is to disable any active supplier products that are linked to the supplied product:

• Select the Supplied tab. 
• Against all supplier products linked to the supplied product, untick the Enabled checkbox. 

If you need to untick any, select [SAVE & REMAIN]. 

 

Step 4: Remove The Product From Inventory

The next step is to change the product stock type, so that it is no longer an inventory product: 

• Access the Product Detailed tab. 
• Change the Stock Type to Other. 

Select [SAVE & REMAIN]. 

The product is now no longer considered as an inventory product. 

 

Step 5: Delete The Product (Optional)

If required, you can mark the also product as deleted. Marking a product as deleted is simply a way of archiving it. The product isn't truly deleted; it is simply hidden away in the background. This allows you to keep a clean product database containing only active products, whilst retaining the relationship between historical data and old products.  

To delete the product, whilst still within the product:

• Select [DELETE].
• Confirm the deletion.

The product is now marked as deleted. 

This is a soft delete, so the product can be Recovered if required.