All items whether created at the Director Level or the Store Level will require at least one purchase unit if they are set as inventory items.
The information entered into the purchase unit dictates how you order and invoice the item from a specific vendor in regards to the pack size (how many of the count unit) and the price (how much in total).
Director Item purchase units differ in two primary ways:
- The ability to choose which stores have access to this purchase unit (and the item the purchase unit is listed in)
- The Price within the purchase unit is not affected by any event that occurs at the store level directly.
To explain further, we will show how a purchase unit created from a Director item behaves in comparison to one created from a Store item below.
Purchase units used in Invoices
When approving invoices at the local store, you will normally be prompted to accept any change to CU prices of items on the invoice if the change is greater than the promo threshold percentage set for the store (see Understanding Promo Threshold for more information).
Additionally, if the purchase unit came from a store level item, the purchase unit will update as well.
Invoice with store items
Updated Purchase Unit
This differs from Director items approved at the store level. The CU price will update, but the PU price will remain the same.
Invoice with Director Items
Director Item Purchase Unit
This is because the change within the invoice occurred at the local store but the purchase unit price for Director items is set at the Director level. The Director purchase unit can be updated, but it must happen at the Director level. This is because Director assumes you have contracted, or negotiated prices with your vendors, so the price at Director is meant to be your contracted price. Craftable will log for you on the Contract Violations report all the instances where your vendor charges you more than your contracted price. If you do have contracts with your vendors you can then reach out to the vendor and request a credit for the items they've overcharged you for. Let's discuss how to makes those changes at the Director Store.
Updating Director Purchase Unit Pricing
Manually updating the PU price at Director
The most direct method of updating a PU price at director is by selecting the item either in Items & Vendors>Items or Inventory>Inventory and manually updating the price by selecting pack size in blue.
Updating through Contract Price Violations
Alternatively, you can also update your Purchase units through Contract Violations, which can be found under the Invoices section of the Director Menu on the left.
By Default, it will show all Contract Price Violations per invoice but you can change the view to Violations by Item to view the breakdown per item.
Once you select this option, you have the ability to Approve or Disregard the price violation for each item that was invoiced at a different price than the listed PU price in Director.
If you select Accept Price, the pricing for the selected Purchase unit will update that purchase unit at Director. This can be done for multiple items at the same time so it may save you some time if there are a number of different purchase units that need to be addressed.
Feel free to reference the article Managing Contract Price Violations at Director Level for more information.
Things to keep in mind
- As with any change made at the Director store, you will need to Store Sync in order to send any changes down to the store level.
- Updating the Director Purchase unit price will update the purchase unit price for all stores that use the purchase unit once the change is synced down. The Count Unit price at the store level will not be affected.