To access grids in Heartland Retail, follow these steps:
- In the top navigation menu in the Heartland Retail dashboard, click the “Inventory” link and then on the drop down menu select “Grids”
This will bring you to the “Grid” page.
- To start a new grid, click the "New" button.
The “New Grid” page will display the built-in item record fields and any item custom fields you have added. Fill these fields out for the parent item of the grid you are about to create.
For this example, we'll use a clothing item called the "Stephanie Dress" to show how you might create a grid. If you're creating a new grid based on a style of dresses, we recommend that you use the style name of the item as the Description of the new grid.
As you create the grid, you'll want to select the number of dimensions that the grid contains. For the example above, a grid based on a style of dress would probably have two dimensions: Color and Size.
- Select the number of dimensions in the "Grid Type" dropdown.
- Enter the colors and sizes available for this style of dress in each field.
The red minus icon next to each row allows you to delete rows that are unnecessary.
Once you have entered all of your colors and sizes, click the "Save" button to save the new grid.
Generating New Items
Now that you have specified the grid-level fields and dimensions for the grid, it's time to create your new items:
- Click the "Generate Items" button.
On the following page, a new list of items will be generated based on the grid dimensions you created.
Since you may want to use vendor-provided SKU numbers to use as item numbers, we allow you to paste those numbers in to the Item # field before the items are generated. If left blank, Heartland Retail will auto-assign item numbers for you.
To create the items, click the "Yes, generate items" button.
You'll now see that the items have been added to the "Items" tab of the grid:
If you wish to disassociate items from the grid, you can click the "Remove" button to remove them at any time.
Changes to the item record
As you may have expected, the item record has changed slightly to accommodate the new gridding feature.
Most importantly, you can now see a detailed grid on the items page by going to a new "Grid" tab on the item:
You can navigate between different types of quantity (Qty Available, Qty On Hand, Qty On PO, etc.) using the "Quantity" dropdown. You can similarly navigate between different locations using the "Location" dropdown.
Separately, you will notice on items that are part of a grid that many fields on the item record have been grayed out and are no longer editable on the item record. This is because these fields are managed at the grid level, rather than the item level. You can click the "Edit Grid" button to go and make changes to the grid that will cascade down to the items.