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FILES - Files contains the
data base files: Groups, Parts Parts manufacturers, Sub-groups, and Vendors.
These files are used to speed up the creation of a part file.
When entering data on a part file the system looks to these files to ensure
uniformity. If you wish to add data to a part file
that is not included in these files you will have to add that information to the
appropriate file first, (i.e.,
a new group). Ability to package and sell parts in
kits. To allow for part kits, a type of part
designated as a Kit, along with Special order and Regular stocking is used.
Ability to specify a range of bins or part numbers when printing inventory count
worksheets. Ability to automatically associate a
vendor with a part when part is received from that vendor.
Ability to list items over minimum order quantity based on current minimum
settings, or based on values specified in automatically setting minimum/reorder
quantities.
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Groups – is a
designation given to a part number that will allow you to look up, sort and
define all the numbers with that designation as a group. |
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Parts - the
file that contains the individual or primary part number and all its
associated information,( i.e.,
quantity on hand, pricing, alternate numbers, vendors, purchase history, usage
and stocking levels). |
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Parts
Manufacturer –
is used to track purchase and sales totals by each manufacturer listed.
Purchase and sales are accumulated for one year. |
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Subgroups – Is a
designation given to a part number that will allow you to look up, sort and
define all the numbers with that designation as a sub-group. |
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Vendors – the file
that contains all the companies or individuals from which your business
purchases goods and services. Purchase and return totals for month and
year can be viewed in the individual vendor files. |
MAINTENANCE -
Maintenance is used to adjust the cost and or the
quantity of a part, change list prices of parts, enter the new physical count
after taking an inventory count, remove parts files that are no longer used,
remove purchase history gathered on each part and set the automatic reorder
feature for ordering parts.
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Adjust Cost/Quantity -
is used to make corrections to the inventory file.
When changing the cost or the quantity of a part a report is printed and the
change is posted to a G/L account. |
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Change Prices -
is used to change the sales price of a part.
It is also possible to change the list price in the part file, however if you
wish to change the price by a percentage, the change would be done here.
You can change the price by group or number range. |
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Physical Count - is used
to enter the results of an inventory count. The
count may be entered by bin, group or primary number. |
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Remove Parts - is used
to remove unused parts records. The parts may be
removed by designating the typed of part, regular or special order, and the
number of months with no sales. |
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Remove Purchases - is
used to remove the purchase history of all parts by a given date. |
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Set Minimum/Reorder Level - is
used to enter the parameters used by the system to make the reorder
calculations. |
PURCHASES/RETURNS
- Purchases/returns is used to view Items to
Order, Ordered Items, Receiving in Progress and Returned Items waiting for
credit. Purchases/returns is also used to create a
purchase order, receive items and return items to vendors.
Ability to view items to order list by vendor when that vendor has the best last
cost. Multiple purchase orders can be started, and can exit a purchase order for
later updates Ability to have a running purchase order total when placing an
order.
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Items to
Order - is where purchase orders are
created form the list of system generated parts to order or user determined
parts. These parts can be viewed by order number,
vendor or primary number. A part may be assigned
to a customer at the time the purchase order is created.
Parts remain on this list until they are placed on a P.
O. or received or the reorder level in the part
record is changed. |
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Ordered Items - is the
list of parts on order. These parts may be viewed
by order number, P. O.
number, primary number, vendor or by customer.
Parts remain on this list until received or the order is canceled. |
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Received Items - is
where the parts are received into the system.
Parts can be received directly from a purchase order or, if no purchase
order was used, off the vendor’s invoice. A
receiving can be left open or uncompleted if the order was shipped with a
packing slip rather than an invoice. Once the
part is on a receiving list, it is considered in inventory and may be placed
on a service order to be sold. Parts remain on
this list until receiving is completed or the receiving is cancelled. |
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Returned Items - is
where parts returned to vendors are stored until moneys or a credit is
received. The value of this list is posted to a
G/L account to allow you to track your funds.
Parts remain on this list until a credit or payment for the part is received.
A part may be removed from this list and put back in inventory. |
REPORTS -
Reports is used to print, view or export the following lists:
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Inventory
counter list |
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count work
sheet |
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Extended Cost |
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Items to order |
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List by discount |
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List by profit |
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List by no sales |
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List by top sales |
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Manufacturer list |
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Sales/purchases log |
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Vendor invoice log |
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Print Bar Codes |
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