Prepare Inventory for Heritage Integration

If you are already live on LOU and you have previously ordered through Heritage, you will need to perform a few updates to your existing Heritage Inventory to take full advantage of the Heritage Integration.

1. Create your Heritage Vendor (this will be required when configuring the integration as well.)
2. Use the SKU Vendor Mass Update to create the Vendor relationship.
3. Use the SKU Mass Update to change Heritage SKUs from Fixed Price to Profit Margin.

Create Your Heritage Vendor

The integration requires a Vendor defined as the Heritage Vendor. This is the Vendor LOU will associate with the SKUs you import through the Heritage Integration, as well as allow for electronic Purchase Order submission to Heritage.

1. Go to Setup / Foundation / Vendors
2. Click Create Vendors
3. Enter a Name
4. Choose Vendor Type
5. Optional Enter your Heritage Account Number
6. Complete the rest of the optional fields
7. Click Create

SKU Vendor Mass Update

Your existing Heritage Inventory should be updated to include this Vendor Relationship so that SKUs with this Vendor Relationship can be included on Purchase Orders for Heritage. You can use the SKU Vendor Mass Update to add this relationship.

The knowledge base article for this feature can be found here.

1. Go to Operations / Inventory / SKU Vendor Mass Update
2. Download the SKU Vendor Change spreadsheet
   1. To do this, you will need to narrow the list of SKUs by filtering SKU Category, Vendor, and/or Manufacturer. You must filter by at least one.
3. Locate the SKUs you want to update.
4. Replace the Vendor name with your Heritage Vendor name.
   1. This action will not replace the existing Vendor Relationship in LOU. Instead, once you upload this change spreadsheet, it will add the Heritage Vendor as an additional Vendor record.
5. Make sure the Vendor SKU is the SKU Heritage recognizes.
6. Default Purchase Vendor for SKU – If you want Heritage to become your default Vendor, leave this field as true. If you want the existing Vendor to remain default and Heritage as a secondary, change this field to false.
7. Once you have updated the SKUs on this change spreadsheet, save your changes.
8. In LOU, go to the SKU Vendor Mass Update screen and click Upload Change spreadsheet.
9. Name your import
10. Select the correct spreadsheet to import
11. Click Upload
12. On the Data Import screen, if there are no Exceptions click Actions / Import

Repeat this process for additional SKU Categories, Vendors, or Manufacturers for which you have SKUs associated with Heritage.

The Heritage Vendor will be added as a Vendor Relationship to the SKUs and the previous Vendor Relationship will remain with the SKU. If you changed the Default Vendor, that change will be reflected as well.

The Heritage Integration will correctly suggest Price Updates and allow SKUs to be included on Purchase Orders electronically sent to Heritage if the SKU has a Vendor Relationship with the Heritage Vendor you’ve created and mapped to the integration and if the Vendor SKU and/or the My SKU is the SKU Heritage recognizes. The integration does not require the Heritage Vendor to be the SKUs’ Default Vendor.

SKU Mass Update

Once you’ve updated the SKU to have the correct Heritage Vendor Relationship and Vendor SKU, you can use the SKU Mass Update to ensure the SKU’s Price By is set to Profit Margin. This will allow the Price Updates accepted from the Heritage Integration to update your Cost and Sell By Price. You only need to perform the steps below if you want to update the Price By from Fixed to Margin.

The knowledge base article for this feature can be found here.

1. Go to Operations / Inventory / SKU Mass Update
2. Download the SKU Change spreadsheet
   1. To do this, you will need to narrow the list of SKUs by filtering SKU Category, SKU Type, and/or Manufacturer. You must filter by at least one.
3. Locate the SKUs you want to update.
4. On the SKU Retail Price Method column, if the value is Fixed, updated to Margin.
5. Change the SKU Retail Price to be a percentage between 0-99.
6. Save change spreadsheet.
7. On the SKU Mass Update screen, click Upload SKU Change spreadsheet
8. Name your import
9. Select the correct spreadsheet to import
10. Click Upload
11. On the Data Import screen, if there are no Exceptions click Actions / Import

Repeat this process for additional SKU Categories, SKU Types, or Manufacturers for which you have SKUs associated with Heritage.

The SKUs’ Sell By Price (Retail Price) will be updated according to the Margin you set and the current Cost of the SKU.