3PL Warehouse Manager

Updated on August 28th, 2024

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  • Help Center
  • 3PL Warehouse Manager
  • Inventory Management
  • Item Control
  • Inventory Management
    • Item Creation
        • Creating Items
        • Understanding Units of Measure
        • Entering Basic Item Details
        • Defining Units of Measure
        • Creating Item Assemblies
        • Configuring Item-Level Recurring Storage Charges
        • Configuring Item-Level Storage and Handling Charges
    • Inventory Management
        • Using the Manage Inventory Page
        • Understanding Allocation Logic
        • Making Adjustments
        • Transferring Inventory
        • Editing Track-By Values
        • Getting Started with Directed Putaway
        • Understanding Directed Putaway Logic
        • Understanding Replenishments
        • Counting Inventory
        • Performing Item-Based Audits
    • Movable Units
        • Understanding Movable Units
        • Enabling Movable Units for Customers
        • Defining Movable Unit Types
        • Specifying an Item's Movable Unit Type
        • Receiving Movable Units
        • Moving Movable Units
        • Reconfiguring Movable Units
    • Item Control
        • Managing Assembly Transactions
        • Moving Items
        • Batch-Updating Items
        • Managing Item Aliases
        • Managing Commodities
        • Managing Classifications
        • Managing Pricing
        • Managing Item Images
        • Managing Storage Rates
        • Uploading Import Templates
        • Understanding Item Alias

Managing Classifications

A classification is a labeling mechanism used to group similar items. The Manage Classifications page allows you to create a hierarchy of classifications for items that belong in distinct categories. Note that when selecting an item's classification, the system does not differentiate between parent and child classifications, so the hierarchy is only relevant for referencing on this page and for custom report purposes.

This article reviews how to create and manage item classifications.

To create and manage classifications, the Item Classification feature must be enabled for your database under Admin > Settings. Once enabled, you must also have the following permission assigned to your user role: Customer Module > Customer Items > Manage Item Categories.

 

1.Navigate to Items > Manage Classifications in 3PL Warehouse Manager.
 

3PL Warehouse Manager manage classifications menu option

2. To create a new parent classification, leave the 'Parent' drop-down blank.

3. Enter the parent 'Title' and 'Description'.

4. Click Save, then click OK to close the confirmation dialog.
 

create parent items window

5. To create a child classification, select the relevant parent classification from the drop-down menu.

6. Enter the child 'Title' and 'Description'.

7. Click Save, then click OK to close the confirmation dialog.
 

create child items window

8. Under Update, you can update existing classifications.

9. Select the 'Classification to update' from the drop-down menu.

10. Specify a New Parent, New Title, and/or New Description for the classification.

11. Click Update to save your changes, then click OK to close the confirmation dialog.
 

update items window

12. Under Delete, you can delete existing classifications.

13. Select the classification you wish to delete from the drop-down menu.

14. Select whether you wish to Delete Children from the parent classification being deleted.

15. Click Delete, then click OK to close the confirmation dialog.
 

delete items window

16. Under Existing, you can view existing classifications. Hover over a class to read the description of the classification, or click the plus button next to the parent classification to view the corresponding child classifications.
 

existing items window

17. Once you create a classification, you can assign it to an item under Items > Manage Items. Select an item, click Edit, locate the Description sub-section, then select a Classification from the associated drop-down menu.

manage items classification drop down menu

Once an item is assigned a classification, you can configure automatic  receiving and shipping billing scripts to charge by classification or request a custom report to fit your classification reporting needs.

 

 

organizing categorizing

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  • Getting Started with Directed Putaway
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