In the Sales Standard Information, 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

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

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.

Field	Description
① Search Window	Search by business place, warehouse, and use status conditions
② Add	Add new warehouse information (See Add Warehouse information)
③ Delete	Delete selected warehouse (See Delete Warehouse)
④ Download	Download the warehouse information as an Excel file
⑤ Warehouse List	Search the warehouse information. Click the warehouse code to search and edit the applicable warehouse's details.

Add Warehouse Information

The following describes how to add new warehouse information.

1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Warehouse Information’ from the menu.
4. Click 'Add'.
5. Enter Warehouse Details.
   • The fields marked in yellow are required items.
   • 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.
6. Click ‘Save’.

Edit Warehouse Information

The following describes how to edit warehouse information.

1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Warehouse Information’ from the menu.
4. Click a warehouse code you want to edit.
5. 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.
6. Click ‘Save’.

Delete Warehouse

The following describes how to delete warehouses.

1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Warehouse Information’ from the menu.
4. Select the warehouse to delete.
5. Click 'Delete'.
6. In the notification pop-up window, click ‘OK’ .
   • The selected warehouse is deleted.

Current Item Unit Price

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.

Area	Description
① Search Window	Search by item group, item category, item, and currency conditions
② Download	Download the current item unit price information as an Excel file
③ List of Current Item Unit Prices	Search List of Current Item Unit Prices

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.

Field	Description
① Search Window	Search by item group, item category, item, unit price application date, and use status conditions
② Add	Add item unit price (See Add Item Unit Price)
③ Delete	Delete selected item unit price(See Delete Item Unit Price)
④ shared data	Bulk register item unit price information using an Excel file (See Bulk Register Item Unit Price)
⑤ Download	Download the item unit price information as an Excel file
⑥ List of Item Unit Prices	Search item unit price list. Click the item code to search and edit the applicable item's details. Applicable Status  To Be Applied: future date  In Application: unit price currently being applied  Expired: The application date has expired due to new registration.  Not Use: The application status was changed before application.

Add Item Unit Price

The following describes how to add item unit price.

1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Manage Item Unit Price’ from the menu.
4. Click 'Add'.
5. Enter item unit price information.
   • The fields marked in yellow are required items.
   • 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.
6. Click ‘Save’.
   • 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. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Manage Item Unit Price’ from the menu.
4. Click ‘Upload’.
5. Click ‘Download Sample File’ to download the sample file.
   • The sample file is saved as Item Unit Price History Template.xlsx in the Download folder.
6. Write and save the item information in the sample file form.
7. 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.
8. Click 'OK'.

Edit Item Unit Price

The following describes how to edit the item unit price.

1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Manage Item Unit Price’ from the menu.
4. Click an item code of the item unit price you want to edit.
5. Edit the information, and then click ‘Save’.

Delete Item Unit Price

The following describes how to delete the item unit price.

1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Manage Item Unit Price’ from the menu.
4. Select the item unit price data to delete.
5. Click 'Delete'.
6. In the notification pop-up window, click ‘OK’ .
   • The item unit price is deleted.

Current Item Unit Price by Vendor

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.

Area	Description
① Search Window	Search by item group, item category, vendor, and currency conditions.
② Download	Download the information about current item unit price by vendor as an Excel file.
③ List of Current Item Unit Prices by Vendor	Search List of Current Item Unit Prices by Vendor

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.

Field	Description
① Search Window	Search by item group, item category, vendor, item, unit price application date, and usage status conditions.
② Add	Add item unit price by vendor. (See Add Item Unit Price by Vendor)
③ Delete	Delete selected item unit price by vendor. (See Delete Item Unit Price by Vendor)
④ shared data	Bulk register information about item unit price by vendor using an Excel file. (See Bulk Register Item Unit Price by Vendor)
⑤ Download	Download the information about item unit price by vendor as an Excel file.
⑥ List of Item Unit Prices by Vendor	Search the list of item unit prices by vendor. Clicking the vendor name will search details for the vendor. Clicking an item code will search and edit details for the item. Applicable Status To Be Applied: future date In Application: unit price currently being applied Expired: The application date has expired due to new registration. Not Use: The application status was changed before application.

Add Item Unit Price by Vendor

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

1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Manage Item Unit Price by Vendor’ from the menu.
4. Click 'Add'.
5. Enter item unit price information.
   • The fields marked in yellow are required items.
   • 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.
6. Click ‘Save’.
   • 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. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Manage Item Unit Price by Vendor’ from the menu.
4. Click ‘Upload’.
5. Click ‘Download Sample File’ to download the sample file.
   • The sample file is saved as Item Unit Price by Vendor Template.xlsx in the Download folder.
6. Write and save the item information in the sample file form.
7. 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.
8. Click 'OK'.

Edit Item Unit Price by Vendor

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

1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Manage Item Unit Price by Vendor’ from the menu.
4. Click an item code of the item unit price you want to edit.
5. Edit the information, and then click ‘Save’.

Delete Item Unit Price by Vendor

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

1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Manage Item Unit Price by Vendor’ from the menu.
4. Select the item unit price data to delete.
5. Click 'Delete'.
6. In the notification pop-up window, click ‘OK’ .
   • The item unit price by vendor is deleted.
     If the item was used by the vendor for creating quotation/order form or registering sales, then the item unit price by vendor can't be deleted.
     You can delete the item unit price after deleting the quotation/order form or the sales data.

Store Information

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.

Field	Description
① Search Window	Search by business place, store, sales group, and usage status conditions.
② Add	Add store information(See Add Store information)
③ Delete	Delete selected store information(See Delete Store Information)
④ Download	Download the store information as an Excel file.
⑤ Store Information List	Search the store information list. Click the store code to search details for the applicable store.

Add Store Information

The following describes how to add store information.

1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Store Information’ from the menu.
4. Click 'Add'.
5. Enter the store information.
   • The fields marked in yellow are required items.
   • 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.
6. Click ‘Save’.

Edit Store Information

The following describes how to edit store information.

1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Store Information’ from the menu.
4. Click a store code you want to edit.
   • You can edit all items except for the Business Place and Warehouse Code.
5. Edit the information, and then click ‘Save’.

Delete Store Information

The following describes how to delete store information.

1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Store Information’ from the menu.
4. Select the store information to delete.
5. Click 'Delete'.
6. In the notification pop-up window, click ‘OK’ .
   • The store information is deleted.

Sales Group

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

You can manage employees by sales group.

The Manage by Group page is laid out as follows.

Field	Description
① Sales Group List	View added sales groups. You can search by sales group code or name. Click ‘Add’ to add sales groups. Place the cursor over the sales group and click the delete icon to delete the selected sales group. Click the edit icon to edit the sales group information. Edit the items marked yellow in the pop-up window and click ‘Save’ to change the sales group information. You can change the display order of sales groups. When changed to ‘Not use’, then the group is displayed at the bottom of the list.
② Employee List	View employees who belong to the selected sales group. Click ‘Add’ to add employees to the sales group. (See ‘Add Employee to Sales Group’) Select an employee and click ‘Delete’ to delete the selected employee. (See ‘Delete Employee From Sales Group’)

Add Sales Group

The following describes how to add a sales group.

1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Sales Group’ from the menu.
4. Click ‘Add’ from the sales group list area.
5. 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.
6. Click ‘Save’.
   • The sales group is added.

Delete Sales Group

The following describes how to delete a sales group.

1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Sales Group’ from the menu.
4. Select the sales group to delete in the sales group list area, and then click ‘Delete’.
5. Click 'OK'.

Add Employee to Sales Group

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

1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Sales Group’ from the menu.
4. Select a sales group to which you want to add an employee in the sales group list area.
5. Click ‘Add’ located in the Employee List field.
6. Select an employee in the Employee Name drop-down list.
7. To add multiple employees, repeat steps 5 to 6.
8. Click ‘Save’.

Delete Employee from Sales Group

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

1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Sales Group’ from the menu.
4. Select a sales group from which you want to delete an employee in the sales group list area.
5. Mark the checkbox of the employee to delete from the employee field, and then click ‘Delete’.
6. Click 'OK'.

Manage by employee

You can manage sales groups by employee.

The Manage by Employee page is laid out as follows.

Field	Description
① Employee list	View sales groups by employee. Search employees by employee name or department name. When selecting an employee, sales groups they belong to are displayed. After placing the cursor over the employee name, click the delete icon to delete the selected employee from all sales groups they belong to, or click the edit icon to edit the employee. (‘Delete/Edit Employee’)
② Sales Group List	View sales groups mapped to the employee. Click ‘Add’ to additionally map sales groups to the employee. (See ‘Map Sales Group to Employee’) Select a sales group and click ‘Delete’ to delete the employee from the selected sales group. (See ‘Delete Sales Group Mapped to Employee’)

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. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Sales Group’ from the menu.
4. Click the ‘Manage by Employee’ tab.
5. 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.
6. Click ‘Save’.
   • 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. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Sales Group’ from the menu.
4. Click the ‘Manage by Employee’ tab.
5. Select an employee from the employee list.
6. Click ‘Add’ 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.
7. Click ‘Save’.
   • 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. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Sales Group’ from the menu.
4. Click the ‘Manage by Employee’ tab.
5. Select an employee from the employee list.
6. Select the sales group to delete in the sales group list on the right, and then click the Delete button.
7. Click ‘Save’.
   • 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.

Field	Description
① Search Window	Search by sales group, employee, or department name.
② Download	Download the sales group list.
③ Sales Group List	View sales group list.

Download Sales Group Information

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

1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
2. Click at the top left of the screen.
3. Click ‘Sales Standard Information > Sales Group’ from the menu.
4. Click the ‘View Sales Group’ tab.
5. If necessary, enter the conditions to search in the search window, and click ‘Search’.
   • The list of sales groups that meets the entered conditions is searched.
6. Click 'Download'.
   • The downloaded file is saved as Sales Group_YYYYMMDD_hhmmss.xlsx in the Download folder.