Item Classification Editor (ICE)  

 

The Item Classification Editor (ICE) is an efficient way to make mass changes to Groups, Locations or Tax Groups for Items or Recipes.

 

To Move One Item at a Time:

1.     Select Group, Location or Tax Group from the Options drop-down list.

2.     The action in this step is dependent on which Option you are working with:

a.     For Group, select Inventory or Sales from the Group Type drop-down list.

b.     For Tax Group, select Product or Case Size from the Product or Case Size drop-down list.

c.     For Location, CHECK the Retain Previous Location box to keep the Item or Recipe in the previous location while adding a new location.

NOTE: It is best to use this feature for Primary (P) Locations only. Be careful to which are your Primary (P) and which are Secondary (S) Locations.

3.     From the list on the left, click the > to expand the Group, Location or Tax Group to see the associated items.

4.     Click on the Item to edit and hold to drag the Item onto the desired Group, Location or Tax Group on the right.

5.     Release your left mouse button to place the Item.

To Move Multiple Items:

1.     Follow Steps 1 to 3 from the instructions directly above.

2.     To select a list of Items, hold the SHIFT key down and click the first and then the last Item to move.

NOTE: Alternatively, you can multi-select Items. Click on an Item and hold CTRL key down to click more Items. After all Items have been highlighted, release the CTRL key. Then follow Steps 4 and 5 to complete.

3.     As all Items will now be highlighted, release the SHIFT key.

4.     Drag the highlighted Items to the desired Group, Location or Tax Group on the right.

5.     Release your left mouse button to place the Items.