営業基準情報

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Available in Classic/VPC.

In the Sales Standard Information menu, you can register and manage the standard information for sales management such as item, unit price, and store. As for item information, item unit price information, and item unit price by vendor, you can register already managed information in bulk by uploading an Excel file.

Manage Item Information

In WORKPLACE, you can create item groups to manage items by item group. In the Manage Item Information menu, you can create item groups, add items to item groups, or manage them. For set items, you can register and manage component item and component quantity. You can easily batch register large amounts of item information using the Upload Excel File function.

For more information about item information management, see Manage Item Information.

Warehouse Information

In the Warehouse Information menu, you can register and manage the warehouse information by business place. You can register warehouses of business places without limitations in the number of warehouses, and manage the distributed inventory information of all warehouses.

The Warehouse Information screen is laid out as follows.

Add Warehouse Information

The following describes how to add new warehouse information.

1. In the WORKPLACE PC webpage, click the [Service Menu] > [Sales] buttons, in that order.
2. Click the Sales Standard Information > Warehouse Information menus, in that order.
3. Click the [Add] button.
4. Enter Warehouse Details.
   • The fields marked in yellow are required item.
   • The warehouse code can be created with a combination of uppercase and lowercase English letters, and numbers, and it can't be duplicated.
   • Store item can be entered only when selecting Store Warehouse in the Warehouse Type.
   • When the Use Status is set to Not Use, the warehouse does not appear in the Sales service.
5. Click the [Save] > [Ok] buttons, in that order.

Edit Warehouse Information

The following describes how to edit warehouse information.

1. In the WORKPLACE PC webpage, click the [Service Menu] > [Sales] buttons, in that order.
2. Click the Sales Standard Information > Warehouse Information menus, in that order.
3. Click a warehouse code you want to edit.
4. Edit the Warehouse Details.
   • You can edit all items except for the business place and warehouse code. However, for warehouses created automatically when registering the Store Information, only its use status can be changed.
   • If the warehouse code is different from the store code, then it is recognized as a supplementary warehouse when you select the warehouse type as the store warehouse.
   • If the warehouse code is identical to the store code, then it is recognized as a required warehouse for the store and the information can't be edited.
5. Click the [Save] > [Ok] buttons, in that order.

Delete Warehouse

The following describes how to delete warehouses.

1. In the WORKPLACE PC webpage, click the [Service Menu] > [Sales] button.
2. Click the Sales Standard Information > Warehouse Information menus, in that order.
3. Select the warehouse to delete.
4. Click the [Delete] button.
5. In the notification pop-up window, click the [OK] button.
   • The selected warehouse is deleted.

Current Item Unit Price

In the Current Item Unit Price menu, you can check currently-applied item unit price, and download the list of item unit price as an Excel file.

The Current Item Unit Price screen is laid out as follows.

Manage Item Unit Price

In the Manage Item Unit Price, you can manage sales unit price of each item by application date. You can easily batch register multiple pieces of item unit price information using the Upload Excel File function.

If you want to apply the same item unit price for all vendors (customers), then select Set Unit Price in the Sales > Settings menu to Use Unit Price per Item.

The Manage Item Unit Price screen is laid out as follows.

Add Item Unit Price

The following describes how to add item unit price.

1. In the WORKPLACE PC webpage, click the [Service Menu] > [Sales] buttons, in that order.
2. Click the Sales Standard Information > Manage Item Unit Price menus, in that order.
3. Click the [Add] button.
4. Enter item unit price information.
   • The fields marked in yellow are required item.
   • Item Code: Select Item Code field to select from registered item information. When you select an item code, the values for the Item Name, Standard, and Sales Unit are entered automatically as the value saved in the Item Information.
   • Sales Unit Price: Enter the amount of item's sales unit price.
   • Currency: Select the Currency field to select the currency you want to use.
   • Unit Price Application Date: Enter the application date of sales unit price for the item. The sales unit price for the item is applied from the application date.
   • Use Status: Select the use status of entered item unit price history. When set to Not Use, the item unit price is not applied.
5. Click the [Save] > [Ok] buttons, in that order.
   • If the same unit price application date is entered for the same item code and saved, then the item unit price history duplication check pop-up appears.

Register Item Unit Price at Once

The following describes how to register multiple item unit prices using an Excel file at once.

1. In the WORKPLACE PC Web screen, click the [All Services] > [Sales] button, in that order.
2. Click the Sales Standard Information > Manage Item Unit Price menus, in that order.
3. Click the [Upload] button.
4. Click the [Download Sample File] button to download the sample file.
   • The sample file is saved as Item Unit Price History Template.xlsx in the Download folder.
5. Write and save the item information in the sample file form.
6. Click the Attach the file from your PC, or drag the file here field to upload the written file, or drag the written file to the applicable field.
7. Click the [OK] button.

Edit Item Unit Price

The following describes how to edit the item unit price.

1. In the WORKPLACE PC webpage, click the [Service Menu] > [Sales] buttons, in that order.
2. Click the Sales Standard Information > Manage Item Unit Price menus, in that order.
3. Click an item code of the item unit price you want to edit.
4. Edit the information, and then click the [Save] > [OK] buttons, in that order.

Delete Item Unit Price

The following describes how to delete the item unit price.

1. In the WORKPLACE PC webpage, click the [Service Menu] > [Sales] button.
2. Click the Sales Standard Information > Manage Item Unit Price menus, in that order.
3. Select the item unit price data to delete.
4. Click the [Delete] button.
5. In the notification pop-up window, click the [OK] button.
   • The item unit price is deleted.

Current Item Unit Price by Vendor

In the Current Item Unit Price by Vendor menu, you can check currently-applied item unit price by vendor, and download the list of item unit prices as an Excel file.

The Current Item Unit Price by Vendor screen is laid out as follows.

Manage Item Unit Price by Vendor

In the Manage Item Unit Price by Vendor, you can manage sales unit price of each item by application date. You can easily batch register multiple pieces of item unit price information using the Upload Excel File function.

The Manage Item Unit Price by Vendor screen is laid out as follows.

Add Item Unit Price by Vendor

The following describes how to add item unit price by vendor.

1. In the WORKPLACE PC webpage, click the [Service Menu] > [Sales] buttons, in that order.
2. Click the Sales Standard Information > Manage Item Unit Price by Vendor menus, in that order.
3. Click the [Add] button.
4. Enter item unit price information.
   • The fields marked in yellow are required item.
   • Vendor: Select the Vendor field to select registered vendor.
   • Item Code: Select Item Code field to select from registered item information. When you select an item code, the values for the Item Name, Standard, and Sales Unit are entered automatically as the value saved in the Item Information.
   • Sales Unit Price: Enter the amount of sale unit price for items by vendor.
   • Currency: Select the Currency field to select the currency you want to use.
   • Unit Price Application Date: Enter the application date of sales unit price for the item by vendor. The sales unit price for the item by vendor is applied starting on the application date.
   • Use Status: Select the use status of entered the unit price history for item by vendor. When set to Not Use, the item unit price by vendor is not applied.
5. Click the [Save] > [Ok] buttons, in that order.
   • If the same unit price application date is entered for the item code of the same vendor and saved, then the duplication check pop-up for the item unit price by vendor appears.

Bulk Register Item Unit Price by Vendor

The following describes how to register multiple item unit prices by vendor using an Excel file at once.

1. In the WORKPLACE PC webpage, click the [Service Menu] > [Sales] buttons, in that order.
2. Click the Sales Standard Information > Manage Item Unit Price by Vendor menus, in that order.
3. Click the [Upload] button.
4. Click the [Download Sample File] button to download the sample file.
   • The sample file is saved as Item Unit Price by Vendor Template.xlsx in the Download folder.
5. Write and save the item information in the sample file form.
6. Click the Attach the file from your PC, or drag the file here field to upload the written file, or drag the written file to the applicable field.
7. Click the [OK] button.

Edit Item Unit Price by Vendor

The following describes how to edit item unit price by vendor.

1. In the WORKPLACE PC webpage, click the [Service Menu] > [Sales] buttons, in that order.
2. Click the Sales Standard Information > Manage Item Unit Price by Vendor menus, in that order.
3. Click an item code of the item unit price you want to edit.
4. Edit the information, and then click the [Save] > [OK] buttons, in that order.

Delete Item Unit Price by Vendor

The following describes how to delete item unit price by vendor.

1. In the WORKPLACE PC webpage, click the [Service Menu] > [Sales] button.
2. Click the Sales Standard Information > Manage Item Unit Price by Vendor menus, in that order.
3. Select the item unit price data to delete.
4. Click the [Delete] button.
5. In the notification pop-up window, click the [OK] button.
   • The item unit price by vendor is deleted.

Store Information

In the Store Information menu, for companies selling directly to consumers through directly managed stores, you can register and manage information of directly managed stores.

If you set the Use Store Management item to [Y] in the Sales > Settings menu and register stores, then the warehouse information is created automatically with the same code as the store code, which is used as the default warehouse for the store.

The Store Information screen is laid out as follows.

Add Store Information

The following describes how to add store information.

1. In the WORKPLACE PC webpage, click the [Service Menu] > [Sales] buttons, in that order.
2. Click the Sales Standard Information > Store Information menus, in that order.
3. Click the [Add] button.
4. Enter the store information.
   • The fields marked in yellow are required item.
   • Business Place: Select the business place item.
   • Store Code: Enter the store code. The store code can be created with a combination of uppercase and lowercase English letters, and numbers, and it can't be duplicated.
   • Store Name: Enter a store name.
   • Representative Name: Enter the name of the store's representative.
   • Business Registration Number: Enter the business registration number. You must enter 10 digits for the business registration number. (E.g., 3124425901)
   • Sales Group: Select the sales group.
   • Telephone Number: Enter the telephone number. The phone number must follow the phone number format. (E.g., 0313357676, 01023234545)
   • Address: Enter the address of the store.
   • Trade Start Date: Enter the trade start date.
   • Main Supply Warehouse: When you save, the main supply warehouse is automatically entered with the store name.
   • Use Status: Select the use status. If the sale is registered, then it can't be entered to the store.
5. Click the [Save] > [Ok] buttons, in that order.

Edit Store Information

The following describes how to edit store information.

1. In the WORKPLACE PC webpage, click the [Service Menu] > [Sales] buttons, in that order.
2. Click the Sales Standard Information > Store Information menus, in that order.
3. Click a store code you want to edit.
   • You can edit all items except for the Business Place and Warehouse Code.
4. Edit the information, and then click the [Save] > [OK] buttons, in that order.

Delete Store Information

The following describes how to delete store information.

1. In the WORKPLACE PC webpage, click the [Service Menu] > [Sales] button.
2. Click the Sales Standard Information > Store Information menus, in that order.
3. Select the store information to delete.
4. Click the [Delete] button.
5. In the notification pop-up window, click the [OK] button.
   • The store information is deleted.

Sales Group

In the Sales Group menu, you can register and manage the sales group (organization) information of the company. Sales groups can be created and employees can be mapped in a variety of format, by department, by region, etc., separate from the regular company organization.

Members who belong to specific sales group can only use related information for the specific sales group according to the permissions granted from sales planning, order management, sales management, etc.

Manage by group

In the Manage by Group tab, you can manage employees by sales group.

The Manage by Group page is laid out as follows.

Add Sales Group

The following describes how to add a sales group.

1. In the WORKPLACE PC webpage, click the [Service Menu] > [Sales] buttons, in that order.
2. Click the Sales Standard Information > Sales Group menus, in that order.
3. Click the [Add] button from the sales group list area.
4. Enter areas marked yellow in the Sales Group pop-up window.
   • Enter the sales group code that is not a duplicate.
   • Enter the sales group name.
   • Set the usage status.
   • Enter the notes if needed.
5. Click the [Save] > [Ok] buttons, in that order.
   • The sales group is added.

Delete Sales Group

The following describes how to delete a sales group.

1. In the WORKPLACE PC webpage, click the [Service Menu] > [Sales] buttons, in that order.
2. Click the Sales Standard Information > Sales Group menus, in that order.
3. Select the sales group to delete in the sales group list area, and then click the [Delete] button.
4. Click the [OK] button.

Add Employee to Sales Group

The following describes how to add an employee to a sales group.

1. In the WORKPLACE PC webpage, click the [Service Menu] > [Sales] buttons, in that order.
2. Click the Sales Standard Information > Sales Group menus, in that order.
3. Select a sales group to which you want to add an employee in the sales group list area.
4. Click the [Add] button located in the Employee List field.
5. Select an employee in the Employee Name drop-down list.
6. To add multiple employees, repeat the procedure 4 or 5 times.
7. Click the [Save] > [Ok] buttons, in that order.

Delete Employee from Sales Group

The following describes how to delete an employee from a sales group.

1. In the WORKPLACE PC webpage, click the [Service Menu] > [Sales] buttons, in that order.
2. Click the Sales Standard Information > Sales Group menus, in that order.
3. Select a sales group from which you want to delete an employee in the sales group list area.
4. Mark the checkbox of the employee to delete from the employee field, and then click the [Delete] button.
5. Click the [OK] button.

Manage by employee

In the Manage by Employee tab, you can manage sales groups by employee.

The Manage by Employee page is laid out as follows.

Delete/Edit Employee

You can delete an employee added to a sales group, or edit it with a different employee.

The following describes how to delete or edit an employee mapped to a sales group.

1. In the WORKPLACE PC webpage, click the [Service Menu] > [Sales] buttons, in that order.
2. Click the Sales Standard Information > Sales Group menus, in that order.
3. Click the [Manage by Employee] tab.
4. Select an employee from the employee list, and check sales groups they're mapped to.
   • To delete the employee from all sales groups they're mapped to, place the cursor over the employee name and click the delete icon to delete the employee.
     • Delete carefully since the employee is delete from all sales groups they're mapped to when you delete them. If you want to delete the employee only from a specific sales group, proceed with it in the [Manage by Group] tab.
   • To map a different employee, search and select the employee name you want to edit to.
     • Make sure you don't duplicate an employee that already exists in the employee list.
     • To add an employee who already exists in the employee list to a specific sales group, see Add Employee to Sales Group.
   • Click the check icon.
5. Click the [Save] > [Ok] buttons, in that order.
   • Employee deletion or modification is completed.

Map Sales Group to Employee

The following describes how to additionally map a sales group to an employee.

1. In the WORKPLACE PC webpage, click the [Service Menu] > [Sales] buttons, in that order.
2. Click the Sales Standard Information > Sales Group menus, in that order.
3. Click the [Manage by Employee] tab.
4. Select an employee from the employee list.
5. Click the [Add] button from the sales group list on the right, and select the sales group code or name you want to map.
   • To edit a mapped sales group, click the magnifying glass icon on the sales group name you want to edit to delete it, and then select the sales group name.
6. Click the [Save] > [Ok] buttons, in that order.
   • The sales group is mapped to the employee.

Delete Sales Group Mapped to Employee

The following describes how to delete a sales group mapped to an employee.

1. In the WORKPLACE PC webpage, click the [Service Menu] > [Sales] buttons, in that order.
2. Click the Sales Standard Information > Sales Group menus, in that order.
3. Click the [Manage by Employee] tab.
4. Select an employee from the employee list.
5. Select the sales group to delete in the sales group list on the right, and then click the Delete button.
6. Click the [Save] > [Ok] buttons, in that order.
   • The sales group mapped to the employee is deleted.

View Sales Group

You can view the information of added employees by sales group.

The View Sales Group page is laid out as follows.

Download Sales Group Information

The following describes how to download the list of sales groups as an Excel file.

1. In the WORKPLACE PC webpage, click the [Service Menu] > [Sales] button.
2. Click the Sales Standard Information > Sales Group menus, in that order.
3. Click the [View Sales Group] tab.
4. If necessary, enter the conditions to search in the search window, and click the [Search] button.
   • The list of sales groups that meets the entered conditions is searched.
5. Click the [Download] button.
   • The downloaded file is saved as Sales Group_YYYYMMDD_hhmmss.xlsx in the Download folder.