Download items to stores using Worksheet 261

You can use Worksheet 261 to add new items the specified stores or to update existing item properties. For example, if you add new items to Central Manager, such as seasonal merchandise, you can use this worksheet to add the items to the databases of the specified stores. A separate worksheet is created for each store.

Note: For existing items, Worksheet 261 does not override store item quantities with item quantities from Central Manager. However, it does update all other item properties with the properties defined in Central Manager.

1. Click Worksheets.
2. Expand Worksheets.
3. Click 261: Download Items.
4. Select specific stores from the list, or click All to select all stores.
5. Click Next.
6. Enter a different Worksheet Title, if desired.
7. Enter an Effective date / time if you want the items to be added to the store's inventory at a future date and time.

Tip: The best practice is to select a date and time that does not interfere with the operations of an open store.

8. Click Next.
9. Select one of the following:

  • Use items in these departments

  • Use items in these categories

  • Use items in these suppliers

  • Add items manually

  • Item filter

10. If you selected departments, categories, or suppliers:

  • Select specific departments, categories, or suppliers; or

  • Click All to select all.

11. If you selected Item filter:
a. Click Filter.
b. Use the Filter dialog options to identify the items.
c. Click OK.
12. Select Exclude inactive to exclude inactive items.
13. Click Next.
14. Click Finish.
15. Click OK to confirm that the worksheet(s) are created.
16. Double-click a worksheet or select a worksheet and click Properties.
17. On the General tab, confirm the Effective date / time and add Notes, if desired.
18. On the Contents tab, confirm that the list of items is accurate. If necessary, use Add Row and Delete Row to add or delete items from the list.
19. Do one of the following:

  • Click OK. The worksheet is saved but not approved.

  • Click Approve. The worksheet is approved. The items will be downloaded to the stores and will be added to inventory on the effective date and time.

20. To check the worksheet processing status:
a. Click Worksheets.
b. Expand Worksheets Status.
c. Click 261: Download Items.

Note: Worksheet processing time depends on the size of the worksheet. However, if you think the worksheet is taking too long to process, check that the worksheet processing service is running. To do this, click Start and type Services in the search field. In the Services window, scroll down to RMH Worksheet Process and click Start Service if the service is not running.

21. To acknowledge processed worksheets:
a. Click Worksheets.
b. Click Acknowledge Worksheets.
c. Select a worksheet and click Acknowledge.