Assigning Items to a Hierarchy Node

 

 

After you have created a merchandise hierarchy version with the required levels and nodes, you can assign items to leaf nodes in the hierarchy version.

There are multiple ways to assign items to a hierarchy:

You can only assign items to a leaf node (a node in the hierarchy that does not have child nodes). For example, in the following image, you can assign items to the following nodes:

  • NORSO : Men’s Wear : Bottoms : Pants

  • NORSO : Men’s Wear : Tops : Jackets

  • NORSO : Sporting Goods: Backpacks

  • NORSO : Sporting Goods: Tents

  • NORSO : Women’s Wear : Bottoms : Pants

  • NORSO : Women’s Wear : Bottoms : Skirts

  • NORSO : Women’s Wear : Shoes : Boots

  • NORSO : Women’s Wear : Tops : Jackets

  • NORSO : Women’s Wear : Tops : Shirts

Assigning Items to a Node in the Hierarchy Manager

You can assign multiple items at a time to a specified node in a hierarchy in the Hierarchy Manager.

View the Merchandise Hierarchy item assignment video

To assign an item to a node in the Hierarchy Manager:

  1. Go to Setup > Merchandise Hierarchy > Hierarchy Manager (Administrator).

  2. In the Version field, make sure you have selected the correct hierarchy version.

  3. In the Hierarchy Tree Panel select the node you want to assign an item or items to. In the Information Panel click the Assign button.

  4. In the Assign Items popup window select the items you want assign to the node:

    1. In the Available column select the box or boxes next to the items in you want assign to the node.

    2. Click the Add button to add the items to the To Assign column.

    3. Click Done to assign the items to the node.

    Tip

    You can manage large lists of items that can be assigned in the Assign Items popup window. Enter a search term in the Filter field at the top of the Available Column to limit the items that appear to those that match the term. Click the View Selected box to show only the items currently selected in the list.


When you assign or remove items the hierarchy has to be updated. It is important to note that during this update, some merchandise hierarchy related data may not include the latest changes and could be inaccurate. You should wait until merchandise hierarchy updates are completed before using merchandise hierarchy related data in workbooks, reports, and searches. In the Hierarchy Manager a notification at the top of the Information Panel will inform you that the hierarchy is being updated. Furthermore the node in the Hierarchy Tree Panel will change as shown in the following image.

After the items have been successfully assigned to the node they are listed in the Information Panel. You can click the notification at the top of the Information Panel to view a list of all the records that have been processed as part of the item assignment.

To remove items assigned to a node in the Hierarchy Manager

  1. Go to Setup > Merchandise Hierarchy > Hierarchy Manager (Administrator).

  2. In the Version field, make sure you have selected the correct hierarchy version.

  3. In the Hierarchy Tree Panel select the node you want to remove an item or items from.

  4. In the Information Panel select all the items that you do not want to be assigned to the selected node and click the Remove button.

  5. Click Yes, remove when prompted.

Note

Removing items assigned to a node may affect the data used to create workbooks, reports, and searches that include this node. This is important to consider for example, if you wish to compare historical reports with future reports.


Assigning Items to a Node on the Item Record

You can assign items individually to a node in a hierarchy on the Item record.

A field on the Item record called Hierarchy Node is used to determine exactly where the item is assigned to the selected merchandise hierarchy. The hierarchy node represents the full path of the node (not just the name of the node) that the item is assigned to. The full path goes back to the root node of the hierarchy. This ensures you can uniquely identify the correct node to which the item should be assigned in the hierarchy, even when the selected node has the same name as another node.

For example, in the following image, if you want to assign women’s jackets to a merchandise hierarchy, you need to distinguish between the jackets node for Men’s Wear and the jackets node for Women’s Wear. The hierarchy node would be: NORSO : Women’s Wear : Tops : Jackets.

Parent and child matrix items do not have to be assigned to the same hierarchy node. You can assign child matrix items to different nodes directly from each child matrix item record.

To assign an item to a node on the Item Record:

Important

You must select the Standard Inventory Part Form in the Custom Form list on an item record to view the Merchandise Hierarchy subtab. Or customize your item form to include the fields provided on the Merchandise Hierarchy subtab.


  1. Go to Lists > Accounting > Items (Administrator)

  2. Locate the item you want to assign to a hierarchy version in the list and click Edit.

  3. Select the Standard Inventory Part Form in the Custom Form list – if it is not already selected. If you do not select this form, you will not be able to see the Merchandise Hierarchy subtab.

  4. If you have defined multiple hierarchy versions in your system, on the Merchandise Hierarchy subtab check the Include in Version box for the merchandise hierarchy version you want to assign the item to. You can assign an item to multiple versions.

  5. Select a hierarchy node in the Hierarchy Node list to determine where in the selected merchandise hierarchy the item is assigned. The hierarchy node is the full path of the node the item is assigned to, back to the root of the hierarchy.

  6. Click Save.

After you assign an item to a hierarchy node you can see the item listed when you select the node in the Hierarchy Manager. Click on the item in the Information Panel to open the item record.