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Item Management
SAP Best Practices for Retail
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 2
Purpose, Benefits, and Key Process Steps
Purpose
 Within the scope item Item Management, Article creation of single, Generic and structured
articles will be displayed in the process for article maintenance. This scope item also addresses
the principal features of maintaining articles, creating listing conditions using integrated article
maintenance and also at reference handling in the article master.
Benefits
 Manage all business related master data
 Efficient, consistent master data handling incl. mass data handling and high integration
 Efficient discontinuation of item data
Key Process Steps
 Create and process a single article
 Create and process a generic article
 Create and process a prepack
 Create and process a sales set
 Create and process a display
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 3
Required SAP Applications and Company Roles
Required SAP Applications
 SAP Enhancement Package 7 for SAP ERP 6.0
Company Roles
 Retail Master Data Manager
 Retail Assortment Planner
 Retail Pricing Manager
 Retail Non – Seasonal Purchaser
 Retail Warehouse Specialist
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 4
Process Flow Diagram
Item Management
Retail
Master
Data
Specialist
Create Single
Article
(Manually)
Implement
Listing
Create a
maintenance
group
Maintain
Logistics Data
for All DCs /
Stores
Extension of a
maintenance
group by a
template
Create Core
Master Article
with Template
Mass
Maintenance
using the
Article Monitor
Mass
Maintenance
Using Mass
Maintenance
Tools
Mass
Maintenance
using
Reference
Sites
Check the
Article
Creation
Alternative
Data
Maintenance
(Alternative
Organizational
Levels)
Display a
Generated
Assortment
Module
Article copy to
create a new
Article
Check the
Article
Creation for
the Copied
Article
Display the
Profile Module
for Store M001
using
Assortment
Menu
Article
Discontinuatio
n
Create Article
List
Retail
Assortment
ECC
Planner
Create a
Characteristic
Profile with
the new
Characteristic
s
Follow up and
Replacement
Articles
Store
Characteristic
Values
Characteristic
Value
Grouping
Assign the
Characteristic
Profile to a
Merchandise
Category
Reference
Handling for
Generic Article
Variants
Process the
Generic Article
Create a
Generic Article
with Variants
Process
Prepack
Create
Prepack
Matrix
Handling for
Master Data
Fields for the
Generic Article
Price Matrix
for Variants of
Generic
Articles
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 5
Process Flow Diagram
Item Management - continued
Retail
Pricing
Manager/Specialist
Determine
valuation prices
for prepack
components
Create display
Create a Sales
Set
Goods receipt
without
references
Create
Purchase order
Retail
Masterdata
Specialist
Retail
Warehouse
Specialist
Process a Sales
Set
Goods Receipt
without
references
Set up
structured
article
Process display
Goods Receipt
without
references
Department
Store/Shop
Concept
Price level
groups
Create supply
relationship
Direct store
delivery
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 6
Article Creation
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 7
Article Maintenance/ Listing: Types of Article
The relevant types of articles for Retail are:
Shoe-Prepack
=
Prepack
Amount arrangement
of the variants
of an article
Generic
article
Single
article
Case set
=
Sales set
Groups of
articles
with special
sales price
Sockes
=
Display
article
combined
with an
particular
packing
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 8
Generic Article/Variants
 Variants - Article, which are only different in particular
characteristics (e.g. colour, value )
 Variants of the articles are combined under a generic article
 Own master record for every inventory-managed variant
Generic article Variants
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 9
Creation of a Generic Article in SAP Retail
Selection of the relevant variants in matrix
Creation of an article with art. category generic article to merch. cat
Qualifier of the char. as variants-forming
Assignment of char./profile char. of the material group
Definition merchandize category
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 10
Sales-Set
Vendor
DC Store
Consumer
Case, ca. 77/54/25 cm, black-brown
89.90
+
Case, ca. 69/46/24 cm, black-brown
59.90
+
Travelling bag, ca. 63/32/29 cm. black-
brown 39.90
Set: Case and travelling bag
threepart case-set
169.90
Constitution of the sales sets with articles of
different material groups is possible
standard sales price only in the store
Component = independent article
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 11
Display
Vendor
DC Store
consumer
Display consists of a header article and the components
Components = independent article
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 12
Prepack
Vendor
DC Store Consume
r
 All Components of the prepack are variants of a
generic article -> same material group
 Vendor allows information about components
 Point of the cancellation (referring to the stock) of the prepack
adjustable
5 Pieces x size 36
5 Pieces x size 37
10 Pieces x size 38
10 Pieces x size 39
10 Pieces x size 40
5 Pieces x size 41
5 Pieces x size 42
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 13
Inventory Management: Structured - Generic Article
Alternative
Inventory Management
Inventory Management
Lieferant
Objekt DC Site
Prepack
Display
Price-/ Sales-
Set
Generic article
-> variants
Structured material in logistic procedure
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 14
Reference Handling
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 15
Reference Article
Merchandize
category
generic article
gives reference data for
New Article
Creation
Explicit
reference article
Refsite
Article
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 16
Generic Article
Explicit
reference article
Merchandize category
reference article
Changes
copy
gives reference data for
Generic
article
Article
Variants
Article
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 17
Reference Data
Reference data only by generation
Regular
Vendor
Master Data
Reference article (merchandize category, reference article, explicit reference article)
Season
Purchasing-
data
General. Listing
data Sales-data POS Data
Log. data
Refsite
Listing data
distribution
channel
Log. data
other site
Customizing / Constants
Copy of changes
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 18
Listing
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 19
Listing Procedure
Process to assign an article to a general assortment of a store
or a distribution center via assortment module
By the listing you define whether and when the article can be
ordered, delivered and sold.
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 20
Assortment Objects
Assortment-
module
Article
Assortment
DC
South-West
Assortment
StoreLondon
General
assortment 1
General
assortment 2
Assortment-
module
Assortment-
module
Assortment-
module
Assortment -
module
DC South-West
Customer
Store London
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 21
Assortment Description
Listing
process
Article
IDoc
Promotion
Assignment table
Manual Modules
Listing conditions
Assortment function
(General) Assortment
Store DC Customer
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 22
Assortment Level Rules
Assortment-level
House type / Customer type
Store Bath
Store Nottingham
Store Manchester
Store London
Deluxe-Assortment
Special-Assortment
Advanced Assortment
Base-Assortment
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 23
Process of the Classification Rule Check
Store London
Article
attribute:
Style
fashionable classic
"*" (all)
Material group blouses
Store Manchester Store Bath
classic
modish
Site
attribute:
Style
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 24
Listing Procedure: Process of the Layout Check
Layout modules
Article
Store Manchester Store London
.....
Cooling
bar
Drinks
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 25
Department Store/Shop-Concept
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 26
Illustration of Department Store/Shop
Definition
Department store: Organisational unit that unifies the various goods
groups of the company under one umbrella. The department
store has no inventory-managing character for goods that are
intended for the consumer.
Shop: A grouping of goods of various article groups that ought to be
presented to the consumer in a consistent overall picture. The
shop is part of a department store.
Dep.store Cologne
Sweets Menswear Womenswear
Sportsdep
Distrib.centre south
Type DC Type Store
Store category:
‘none’
Type Store
Store category:
‘Shop’
Type Store
Store category: ‘Dep. Store’
Type Store
Store category:
‘Shop’
Type Store
Store category:
‘Shop’
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 27
Characteristics of the Store Category
Shop
 Inventory-managed
 To plan
 Analysable
 Independent profitability analysis
 Central object in retailing
Department store
 Aggregation level for the
dependent shops
 Analysable
 Can be used for the
administration of the
consumables
Dep.store
Store Munich
Abteilung Kosmetik
Warenartikel
. . …….. . . …. …
. . …….. . . …. …
. . …….. . . …. …
. . …….. . . …. …
5T73 München
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 28
Direct Store Delivery (DSD)
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 29
Direct Store Delivery: Supply Network
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 30
Direct Store Delivery (DSD) features
 One application with single point of entry to collect some existing master data
maintenance transactions
 An intuitive, user-friendly decision cockpit for the category manager to review related
master data (e.g. prices) for category optimization
 Using a data model to store the supply relationship related master data (distributor-
store-item relationships; store specific purchasing, sales and promotion prices)
 Drag- and drop functionality to create/change supply relationships between vendor-
store-article
 Allow multiple vendors per article and store
 Selection function for main vendor relationships
 Change of main vendor per article via an additional maintenance screen
 Termination of supply relationships within the workbench
 Automatic update of info records (article-vendor)
 Mass maintenance User Interface (UI) for the category manager to create and change
the supply relationships
 Sales price calculation with list display on a vendor-store level (also mass-update
functionality)
© 2014 SAP SE or an SAP affiliate company. All rights reserved. 31
© 2014 SAP SE or an SAP affiliate company. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an
SAP affiliate company.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE
(or an SAP affiliate company) in Germany and other countries. Please see http://global12.sap.com/corporate-en/legal/copyright/index.epx for additional
trademark information and notices.
Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors.
National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind,
and SAP SE or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or
SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and
services, if any. Nothing herein should be construed as constituting an additional warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related
presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated
companies’ strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be
changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment,
promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties
that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking
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711_ERP607_Process_Overview_EN_XX.ppt

  • 1. Item Management SAP Best Practices for Retail
  • 2. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 2 Purpose, Benefits, and Key Process Steps Purpose  Within the scope item Item Management, Article creation of single, Generic and structured articles will be displayed in the process for article maintenance. This scope item also addresses the principal features of maintaining articles, creating listing conditions using integrated article maintenance and also at reference handling in the article master. Benefits  Manage all business related master data  Efficient, consistent master data handling incl. mass data handling and high integration  Efficient discontinuation of item data Key Process Steps  Create and process a single article  Create and process a generic article  Create and process a prepack  Create and process a sales set  Create and process a display
  • 3. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 3 Required SAP Applications and Company Roles Required SAP Applications  SAP Enhancement Package 7 for SAP ERP 6.0 Company Roles  Retail Master Data Manager  Retail Assortment Planner  Retail Pricing Manager  Retail Non – Seasonal Purchaser  Retail Warehouse Specialist
  • 4. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 4 Process Flow Diagram Item Management Retail Master Data Specialist Create Single Article (Manually) Implement Listing Create a maintenance group Maintain Logistics Data for All DCs / Stores Extension of a maintenance group by a template Create Core Master Article with Template Mass Maintenance using the Article Monitor Mass Maintenance Using Mass Maintenance Tools Mass Maintenance using Reference Sites Check the Article Creation Alternative Data Maintenance (Alternative Organizational Levels) Display a Generated Assortment Module Article copy to create a new Article Check the Article Creation for the Copied Article Display the Profile Module for Store M001 using Assortment Menu Article Discontinuatio n Create Article List Retail Assortment ECC Planner Create a Characteristic Profile with the new Characteristic s Follow up and Replacement Articles Store Characteristic Values Characteristic Value Grouping Assign the Characteristic Profile to a Merchandise Category Reference Handling for Generic Article Variants Process the Generic Article Create a Generic Article with Variants Process Prepack Create Prepack Matrix Handling for Master Data Fields for the Generic Article Price Matrix for Variants of Generic Articles
  • 5. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 5 Process Flow Diagram Item Management - continued Retail Pricing Manager/Specialist Determine valuation prices for prepack components Create display Create a Sales Set Goods receipt without references Create Purchase order Retail Masterdata Specialist Retail Warehouse Specialist Process a Sales Set Goods Receipt without references Set up structured article Process display Goods Receipt without references Department Store/Shop Concept Price level groups Create supply relationship Direct store delivery
  • 6. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 6 Article Creation
  • 7. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 7 Article Maintenance/ Listing: Types of Article The relevant types of articles for Retail are: Shoe-Prepack = Prepack Amount arrangement of the variants of an article Generic article Single article Case set = Sales set Groups of articles with special sales price Sockes = Display article combined with an particular packing
  • 8. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 8 Generic Article/Variants  Variants - Article, which are only different in particular characteristics (e.g. colour, value )  Variants of the articles are combined under a generic article  Own master record for every inventory-managed variant Generic article Variants
  • 9. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 9 Creation of a Generic Article in SAP Retail Selection of the relevant variants in matrix Creation of an article with art. category generic article to merch. cat Qualifier of the char. as variants-forming Assignment of char./profile char. of the material group Definition merchandize category
  • 10. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 10 Sales-Set Vendor DC Store Consumer Case, ca. 77/54/25 cm, black-brown 89.90 + Case, ca. 69/46/24 cm, black-brown 59.90 + Travelling bag, ca. 63/32/29 cm. black- brown 39.90 Set: Case and travelling bag threepart case-set 169.90 Constitution of the sales sets with articles of different material groups is possible standard sales price only in the store Component = independent article
  • 11. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 11 Display Vendor DC Store consumer Display consists of a header article and the components Components = independent article
  • 12. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 12 Prepack Vendor DC Store Consume r  All Components of the prepack are variants of a generic article -> same material group  Vendor allows information about components  Point of the cancellation (referring to the stock) of the prepack adjustable 5 Pieces x size 36 5 Pieces x size 37 10 Pieces x size 38 10 Pieces x size 39 10 Pieces x size 40 5 Pieces x size 41 5 Pieces x size 42
  • 13. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 13 Inventory Management: Structured - Generic Article Alternative Inventory Management Inventory Management Lieferant Objekt DC Site Prepack Display Price-/ Sales- Set Generic article -> variants Structured material in logistic procedure
  • 14. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 14 Reference Handling
  • 15. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 15 Reference Article Merchandize category generic article gives reference data for New Article Creation Explicit reference article Refsite Article
  • 16. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 16 Generic Article Explicit reference article Merchandize category reference article Changes copy gives reference data for Generic article Article Variants Article
  • 17. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 17 Reference Data Reference data only by generation Regular Vendor Master Data Reference article (merchandize category, reference article, explicit reference article) Season Purchasing- data General. Listing data Sales-data POS Data Log. data Refsite Listing data distribution channel Log. data other site Customizing / Constants Copy of changes
  • 18. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 18 Listing
  • 19. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 19 Listing Procedure Process to assign an article to a general assortment of a store or a distribution center via assortment module By the listing you define whether and when the article can be ordered, delivered and sold.
  • 20. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 20 Assortment Objects Assortment- module Article Assortment DC South-West Assortment StoreLondon General assortment 1 General assortment 2 Assortment- module Assortment- module Assortment- module Assortment - module DC South-West Customer Store London
  • 21. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 21 Assortment Description Listing process Article IDoc Promotion Assignment table Manual Modules Listing conditions Assortment function (General) Assortment Store DC Customer
  • 22. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 22 Assortment Level Rules Assortment-level House type / Customer type Store Bath Store Nottingham Store Manchester Store London Deluxe-Assortment Special-Assortment Advanced Assortment Base-Assortment
  • 23. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 23 Process of the Classification Rule Check Store London Article attribute: Style fashionable classic "*" (all) Material group blouses Store Manchester Store Bath classic modish Site attribute: Style
  • 24. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 24 Listing Procedure: Process of the Layout Check Layout modules Article Store Manchester Store London ..... Cooling bar Drinks
  • 25. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 25 Department Store/Shop-Concept
  • 26. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 26 Illustration of Department Store/Shop Definition Department store: Organisational unit that unifies the various goods groups of the company under one umbrella. The department store has no inventory-managing character for goods that are intended for the consumer. Shop: A grouping of goods of various article groups that ought to be presented to the consumer in a consistent overall picture. The shop is part of a department store. Dep.store Cologne Sweets Menswear Womenswear Sportsdep Distrib.centre south Type DC Type Store Store category: ‘none’ Type Store Store category: ‘Shop’ Type Store Store category: ‘Dep. Store’ Type Store Store category: ‘Shop’ Type Store Store category: ‘Shop’
  • 27. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 27 Characteristics of the Store Category Shop  Inventory-managed  To plan  Analysable  Independent profitability analysis  Central object in retailing Department store  Aggregation level for the dependent shops  Analysable  Can be used for the administration of the consumables Dep.store Store Munich Abteilung Kosmetik Warenartikel . . …….. . . …. … . . …….. . . …. … . . …….. . . …. … . . …….. . . …. … 5T73 München
  • 28. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 28 Direct Store Delivery (DSD)
  • 29. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 29 Direct Store Delivery: Supply Network
  • 30. © 2014 SAP SE or an SAP affiliate company. All rights reserved. 30 Direct Store Delivery (DSD) features  One application with single point of entry to collect some existing master data maintenance transactions  An intuitive, user-friendly decision cockpit for the category manager to review related master data (e.g. prices) for category optimization  Using a data model to store the supply relationship related master data (distributor- store-item relationships; store specific purchasing, sales and promotion prices)  Drag- and drop functionality to create/change supply relationships between vendor- store-article  Allow multiple vendors per article and store  Selection function for main vendor relationships  Change of main vendor per article via an additional maintenance screen  Termination of supply relationships within the workbench  Automatic update of info records (article-vendor)  Mass maintenance User Interface (UI) for the category manager to create and change the supply relationships  Sales price calculation with list display on a vendor-store level (also mass-update functionality)
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