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Windfall NG requires either a ‘Tag Number' or an ‘Article Number’ as a unique identifier when bringing in inventory. 'Articles’ are essentially predefined descriptions of inventory pieces. They act as identifiers within Windfall and must be created prior bringing inventory into the warehouse. Articles are used in the commercial process and designed for like items that have traits in common.
It is advantageous to use articles when you will be receiving high quantities of the same item. There is no limit on the number of articles that can be created within Windfall NG.
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The benefits of Articles:
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Determine Your Articles
A general practice is to ask your customer for a list of Part Numbers. The customer will likely provide you a the part number and a brief description for each item. Many agents use the part number as their ‘Article Number' and enter their customer’s description. The ‘Type’ and 'Category' will still need to be entered.
Creating Articles
After creating a customer, articles can be created in Windfall NG. On the ‘Customers’ screen select the customer by double clicking on the customer’s name. Navigate to the ‘Articles’ tab, and click the ‘New’ button at the top of the screen.
Define the Article
The Required Fields for an article are:
Article #
Category
Type
Description
Reader Description
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The more data/information you put into an article, the more unique the article will be. This factors in heavily when searching for articles and utilizing the ‘Grouping’ function. |
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There are additional fields that are optional, including the 'Attributes' box on the far right. However, attributes require a bit of additional setup. That process is covered here. <LINK> |
Save the Article
Once the required information has been entered, you will have three ways to save the article:
Method 1
This option will Save the current article. Then, to leave the page, you can hit the ‘Back’ button. This will return you to the Articles list for your customer. The new article should now be visible in this list.
Method 2
This will save the current article, and instantly refresh the page, allowing you to enter information for a new article. You can repeat this process until all articles have been created. Then use Method 1 to return to the customer’s 'Articles' page.
Method 3
Choosing this will save the current article, then create a carbon copy of that article. The ‘Article Number’ will clear out, as the value must be unique. This is especially useful when there are only one or two minor differences between the articles you are creating (like size or color). You can repeat this process until all articles have been created. Then use Method 1 to return to the customer’s 'Articles' page.
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Once an article has been created and saved, you can attach images and documents to it as well. That process is covered here. |
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