Exclusive Reserve and Unique Selling Price
This function allows users to reserve a specific serial number on the invoice, so that only ‘that exact serial number’ will be shipped to the customer.
Reserve Serial and Exclusive Reserve Security Options
The multi-layered security options for the serial reserving system in EPASS allow you to create unique security option profiles to meet the needs of your staff and business.
Instructions for accessing the security options, as well as examples of different security option profiles are shown here:
To Assign or Remove Reserve Security Options
- Go to Tools > System Maintenance. On the Tables tab, select User Security, and then click Open.
- Select a User Group from the list, and then click Security.
- In the Keyword search box, enter RESERVE. In the list on the left, click Serial Inventory.
- Select the security options from the list.
Security Option Profiles
Allow the User to Only Reserve Stock or Non-Stock Serials marked as "Reserve Exclusive"
Select:
- Reserve Stock Serial (RSV Exclusive Checked
- Reserve Non-Stock Serial (RSV Exclusive Checked
With this security option profile, the user can reserve any stock or non-stock (special order) serial that has been marked as “Reserve Exclusive”. The user won’t be able to reserve a serial that is not marked as “Reserve Exclusive.”
Example:
Serial is marked as “Reserve Exclusive...”
...User can Exclusive Reserve the serial.
Serial is not marked as “Reserved Exclusive...”
...User can't reserve the serial.
Allow the User to Reserve all Stock Serials
Select:
- Reserve Stock Serial (RSV Exclusive unchecked)
- Reserve Stock Serial (RSV Exclusive checked)
The user can reserve stock serials that are, or are not, marked “Reserve Exclusive”.
With this security option profile, the User can't reserve non-stock (special order) serials.
Stock serial is not marked as "Reserve Exclusive..."
...User can reserve a serial.
Stock serial is marked as "Reserve Exclusive..."
...User can Exclusive Reserve the serial.
But Non-Stock serials can’t be reserved or Exclusive Reserved...
Allow the User to Reserve a Stock or Non-Stock Serial, but not Exclusive Reserve
Select:
- Reserve Stock Serial (RSV Exclusive unchecked)
- Reserve Non-Stock Serial (RSV Exclusive unchecked)
Make sure that Reserve Exclusive (any Serial) is not selected.
With this profile, the user can reserve a stock or non-stock serial, but can’t Exclusive Reserve.
Serial is not marked as “Reserve Exclusive...”
...User can reserve it.
Serial is marked as “Reserve Exclusive...”
...User can’t reserve the serial.
Allow the User to Reserve Stock and Non-Stock (special order) Serials
Select:
- Reserve Stock Serial (RSV Exclusive unchecked)
- Reserve Stock Serial (RSV Exclusive checked)
- Reserve Non-Stock Serial (RSV Exclusive unchecked)
- Reserve Non-Stock Serial (RSV Exclusive checked)
The user can Exclusive Reserve all Stock and Non-Stock serials that are marked as “Exclusive Reserve” and reserve all Stock and Non-Stock serials that are not marked as Exclusive Reserve.
Stock or Non-Stock Serial is marked as “Reserve Exclusive...”
… User can Exclusive Reserve the serial.
Stock or Non-Stock Serial is not marked as “Reserve Exclusive...”
...User can reserve it.
Allow the User to Reserve Any Serial
Select:
- Reserve Exclusive (Any Serial).
The user can exclusive reserve any stock or non-stock serial, whether or not the serial is marked as "Reserve Exclusive”.
We recommend that this security option should only be granted to management-level personnel.
Cancel Reserve Security Option
The Cancel Reserve security option enables a user to remove Exclusive Reserve status from any serial number, and to remove the Reserve Exclusive when Ordering selection on an invoice model line.
Enabling the Reserve Exclusive when Ordering option will tell Purchasing to exclusive reserve order for this invoice and disabling the option will tell Purchasing NOT to exclusive reserve order for the invoice. This option is only applicable for a backorder and is not needed to reserve a serial number that is already in stock.
System Maintenance > Invoicing Variables
If you check Allow Oversell if Exclusive Reserve serials are available then you must also check Force Reserve when Selling Obsolete/Inactive Models first for it to work.
Force Reserve when Selling Obsolete/Inactive Models can work independently.
System Maintenance > Location Table
On a specific serial number, when arriving into the location, it will update according to the options marked on the location code regardless whether reserve exclusive is checked, what serial type it is, or if it is marked as available.
Change to Serial Type: you can select whether a serial type is updated when moved into this location.
Non-Saleable: whether serials transferred to this location will be made available.
Exclusive Reserve & UN-Exclusive Reserve: only one option can be checked per location (either the serial arriving in this location is made Exclusive Reserve, or it is made UN-Exclusive Reserve).
UN-Reserve from Invoice: determines whether when the serial moves to this location it should be UN-reserved from an invoice.
Zero Unique/Tag Price: if checked, the product will be updated with $0 Unique Sell Price and Tag Price. This would then have it on reports as zero and trigger for someone to review the Unique Pricing for this serial.
'Special' Serial Types: you set a serial type to be 'special' or not in Tools > System Maintenance > Tables > Serial Types
PO Maintenance
When in a PO, the Order Exclusive checkbox tells the system that when the serial number is received, it will be Exclusive Reserved for the selected invoice(s). You must select an invoice in order to be able to check Order Exclusive.
Reserving Exclusive Serial from Model
When in the serial screen for a model, and if the serial number is NOT Exclusive Reserved, you can then choose to regular Reserve it or Reserve Exclusive.
If the model serial # is marked Exclusive – YES, you can ONLY Reserve Exclusive from the serial screen.
You highlight the serial # you want to reserve exclusive and click on the Reserve Exclusive button. You will then select the invoice you want to exclusive reserve the serial # for and click OK.
EPASS now updates the Ordered for Invoice column with the invoice number.
At this point, if you go to the invoice (example #5435), it will note Reserve Exclusive on the invoice model detail line and the serial type is RETAIL.
If you have security and want to UN-reserve it you follow the same steps except click on UN-Reserve It.
ReservE Exclusive from Invoice
When in an invoice, you can access the serial screen to Reserve Exclusive by clicking on the QOH link.
You then select the serial # and click on Reserve Exclusive.
You will get a Select Location pop up where you select the location the serial currently is in (this is a double check in case the serial states one location but you know it’s in another or you are just confirming the location). Click OK.
You then get a reminder pop up that this serial has a Unique Sell Price. Click OK. EPASS now updates the Ordered for Invoice column with the invoice number. Click exit.
If you have security and want to UN-reserve it you follow the same steps except click on UN-Reserve It.
Unique Selling Price (USP)
Allows a unique sell price to be assigned to a serial number. When you update the Unique Sell Price field, the serial number will also automatically by set as Reserve Exclusive and Available.
Unique Sell Price: the field will highlight red when a unique sell price is entered.
When a serial number has a unique sell price, you can only Reserve Exclusive (you cannot regular reserve it).
When you reserve exclusive a serial with a unique sell price, you will get a message to check your pricing. The invoice detail line STD cost and Spiff $ will update according to the serial detail when exclusive reserving the serial for that invoice.
It is common that a serial number with a unique sell price is designated a different serial type such as SCLEAR Showroom Clearance. If so, you will also want to update the serial type on the individual serial number from RETAIL to SCLEAR.
Unique Sell Price Export
The Serial Data export utility allows you to export serial number data to an Excel file, where you can analyze and set the unique sell price before importing back into EPASS.
Instructions for using the export utility are here.