Home > Accuracy Cadence > Feb - Delete Report
Accuracy Cadence - Delete Report
This month's accuracy cadence is all about establishing and implementing a controlled and secure SKU retention policy. Over time, your system accumulates inactive SKUs and without occasional purging, can get bogged down with tens of thousands of inactive SKUs. For security and file integrity reasons, it is a good idea to have the ability to delete SKUs disabled at all times for all users. Then once a year, engage in a very controlled SKU delete process that ensures the integrity of your accounting system.
Mango helps this process with its Excel-based Delete Report that suggests SKUs which are safe to delete. Workflow summary:
This process protects your store from accidental deletion, accounting inconsistency, and internal theft.
Caution: deleting inventory SKUs is permanent. Please talk over your delete strategy with your owner, manager or system manager. Keep an eye out for very slow-moving SKUs like fasteners (cap screws, grade 5 fine thread, etc.) where you may occasionally (once every 5 years) sell a box. Prerequisite - Very Important! Option IDs 3037 - Allow deleting items in Inventory Maintenance if QOH is not zero = No. (we should never delete SKUs with QOH because this leaves a gap in shrink accounting). 8617 - Allow Delete in Inventory Viewer = Yes Security Bits 224, 777 enabled ("Yes" for your user for this process, then set to "No" after all deletion is finished). For security and accountability reasons, deleting should only be done periodically in a controlled way, and then disabled for all users. Step A: Download Mango’s Excel Delete Report You can download Mango’s Delete Report by logging into your online report directory. Locate your Action Report email from the start of the month In the body of the email you'll find a link, username, and password. Click the link and enter your credential information Click on your Store's folder Click on the Excel Folder Locate the file named " - Delete Report - " e.g. "7205 - Delete Report - 0221.xlsm". Download and then open the file.​ ​​This is a macro-enabled workbook, click the "Enable Content" button so the formatting macro can run. ​ Step B: Browse Delete Report Listing Once you have downloaded and opened your Delete Report, you can use the headings to sort (keep from using filters as the filters will not be retained when saved for export). The idea is to keep an eye out for very slow-moving SKUs like your Fasteners (Cap Screws, Grade 5 Fine Thread, etc.) where you may occasionally (once every 5 years) sell a box. If you find a SKU you want to save, delete the row from the file. Keep in mind, once the file has been imported into your viewer, you will have another chance to further manipulate the SKUs selected for deletion. Note: for multi-stores looking to keep SKUs synchronized, you can sort by the ‘can_delete_from_all_stores’ and then delete all rows where this value is “No”. Step C: Export SKUs for .txt file Important! These next steps are going to build the file necessary for your Eagle system. Depending on how many SKUs need to be deleted this process may build up to 7 individual files. In the column header, click Export SKUs for .txt file. A save window will appear, defaulting to the Desktop, but you can choose where you'd like to save. Click Save. Another save window may appear, repeat steps 3 - 4 until the save windows stop appearing. ​​ Step D: Import the file into a Viewer Open Inventory Maintenance (IMU). In the top ribbon, click on Viewer (F9). A new window will appear. In the top ribbon, click on Misc. Kpad (-). Click on Custom SKU list (2). Click on Import from CSV file (6). Locate the file you saved in Step C (Ex. Mango_Delete1, Mango_Delete2, etc.), click Open. A box will appear asking to clear the grid, select Yes. You may need to answer Yes to continue loading if there are any SKUs in the Excel list which have already been deleted or RCIN’ed from your system so check back every 15 minutes. The import process can take some time depending on the number of SKUs being added to the viewer. Step E: Select and Review Wait for the SKU listing to finish loading. Right-click in the SKU heading and select Check Boxes. Right-click in the Check Box heading, click Select All. Scroll through the listing. This is your final opportunity to spare a SKU from deletion. If you find a SKU you want to save, click its checkbox to deselect it. Step F: Delete! Now comes the easy part! In the top ribbon, click Delete (F10). A new window will appear, answer Yes if you are ready to delete. Eagle will prompt you one more time confirming you are ready to delete, click Yes. MULTI STORE: click No to only delete SKUs from one store at a time. Step G: Repeat Steps D, E, F If you have more than 15,000 SKUs to delete, 2 or more files were generated in Step C. If that's the case, you'll need to repeat steps D, E, and F for each .txt file. ​ Disable delete security until next year Set security bits 224 and 777 to back to No for all users. Set Option ID 8617 to No
Caution: deleting inventory SKUs is permanent. Please talk over your delete strategy with your owner, manager or system manager. Keep an eye out for very slow-moving SKUs like fasteners (cap screws, grade 5 fine thread, etc.) where you may occasionally (once every 5 years) sell a box.
You can download Mango’s Delete Report by logging into your online report directory.
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If you have more than 15,000 SKUs to delete, 2 or more files were generated in Step C. If that's the case, you'll need to repeat steps D, E, and F for each .txt file.
Set security bits 224 and 777 to back to No for all users.
Set Option ID 8617 to No