INVENTORY
THE
INVENTORY MODULE HAS A SERIES OF PROGRAMS THAT ALLOWS INVENTORY PRODUCT
TRACKING
AND PROVIDES PRODUCT CONTROL AND ANALYSIS.
WHILE
THE INVENTORY MODULE MAY BE USED STAND-ALONE, IT IS DESIGNED TO
INTEGRATE
WITH OTHER MDS SYSTEMS.
THE
STANDARD INVENTORY MODULE PROVIDES CASE AND UNIT PRICING, BRACKET
PRICING,
MULTIPLE PRICE LEVELS, LIMITED MANUFACTURING INVENTORY, AND THE
REQUIRED
INTERFACE TO THE CONSIGNED INVENTORY SYSTEM.
THE
INVENTORY SYSTEM PERMITS YOU TO DEFINE YOUR PRODUCT TO THE COMPUTER,
EITHER
IN UNITS ONLY OR IN UNITS AND CASES SIMULTANEOUSLY. THE SYSTEM
PERMITS
YOU TO RECEIVE PRODUCT FROM A VENDOR AND PLACE IT IN INVENTORY. FOR
PRODUCT
THAT THE COMPUTER IS TRACKING IN CASES, THE SYSTEM RECEIVES CASES OR
UNITS
OF PRODUCT FROM YOUR SUPPLIER AND AUTOMATICALLY CONVERTS THEM TO UNITS.
THE
SYSTEM PERMITS YOU TO REMOVE PRODUCT FROM INVENTORY OR UPDATE INVENTORY
TO
REFLECT THE ACTUAL INVENTORY COUNTED DURING A PHYSICAL INVENTORY.
IN
ADDITION, THE INVENTORY MODULE HAS A LIMITED FORM OF MANUFACTURING
INVENTORY. TO USE COFFEE KITS AS AN EXAMPLE YOU CAN SAY
THAT PRODUCT NUMBER
101
WHICH IS A KIT OF YUBAN CONSISTS OF 42 BAGS OF YUBAN 1.75, 2 SUGAR
CANISTER,
AND 1 CREAMER. WHEN YOU USE THE BUILD
KIT SECTION, YOUR INVENTORY
QUANTITIES
OF THE PRODUCTS REQUIRED TO PRODUCE THIS KIT ARE REDUCED AND THE
INVENTORY
OF THE KIT IS INCREASED.
INVENTORY
IS DESIGNED TO UNDERSTAND FOUR DIFFERENT TYPES OF INVENTORY
MAINTENANCE.
1.
AVERAGE COST THE COST ENTERED
WHEN PRODUCTS ARE RECEIVED IS
AVERAGED INTO THE
COST FIGURE ALREADY MAINTAINED
FOR THE INDIVIDUAL
PRODUCT. WHEN PRODUCT IS SOLD
THIS AVERAGE PRICE IS
USED IN CALCULATING THE COST
OF SALES REQUIRED FOR THE JOURNAL ENTRIES, GROSS
PROFIT ENTRIES, AND
PRODUCT COST ENTRIES. THE MDS
INVENTORY PROGRAM
DOES NOT AVERAGE A NEW COST WITH
ZERO IF THE PRODUCT
DID NOT PREVIOUSLY HAVE A COST.
IF PRODUCTS ARE ADDED
TO AN ITEM THAT HAS A COST,
BUT NO PRODUCTS ARE
IN STOCK, THE NEW COST ENTERED
BECOMES THE COST.
2.
LAST COST PERFORMS EXACTLY
AS THE NAME INDICATES. THE
PROGRAM REPLACES THE
COST FIGURE WITH THE COST OF
RECEIVED PRODUCTS.
3.
LIFO LAST IN FIRST
OUT. THE OLDEST PRODUCTS ARE REMOVED
FROM INVENTORY FIRST. WHEN YOU ARE USING LIFO, THE
COST FIGURE SHOWN ON
THE FIRST PAGE OF "ADD/EDIT
PRODUCT" IS THE
AVERAGE COST OF ALL PRODUCTS IN
STOCK. THE QUANTITIES SHOWN ON THIS PAGE ARE THE
TOTAL OF ALL PRODUCTS
IN STOCK REGARDLESS OF
PURCHASE DATE. EACH INDIVIDUAL BATCH OF RECEIVED
PRODUCT HAS AN
EXTENSION RECORD AND IS GROUPED BY
COST AND DATE OF PURCHASE. WHEN PRODUCTS ARE
SHIPPED OR INVOICED,
THE OLDEST PRODUCTS ARE
REMOVED FROM
INVENTORY AND THE COST FIGURE THAT IS
USED REFLECTS THIS
COST.
4.
FIFO FIRST IN FIRST
OUT. THE FIRST PRODUCTS SOLD ARE
THE MOST RECENT
PURCHASED. AS WITH LIFO, THE COST
SHOWN ON THE FIRST
PAGE OF "ADD/EDIT PRODUCT" IS
THE AVERAGE COST OF ALL PRODUCTS IN STOCK
AND THE
QUANTITY REFLECTS THE
TOTAL NUMBER OF PRODUCTS IN
STOCK, REGARDLESS OF
PURCHASE DATE. WHEN PRODUCTS
ARE INVOICED OR
SHIPPED, THE MOST RECENT PRODUCTS
PURCHASED ARE SHIPPED
FOLLOWED BY THE NEXT MOST
RECENT AND SO
ON. THE COST FIGURES SENT TO SALES
REFLECT THE COST OF
PRODUCTS ACTUALLY REMOVED FROM
INVENTORY.
THE
TYPE OF INVENTORY MAINTENANCE IS SET IN "ADD/EDIT COMPANY" AT THE
"INV.
TYPE"
FIELD.
THE
INVENTORY MODULE GIVES YOU THE OPTION OF SELLING PRODUCT IN BOTH UNIT AND
CASE
LOTS. A PRODUCT THAT IS NORMALLY SOLD
IN UNITS MAY BE SOLD IN CASES BY
PRESSING
ONE KEY.
THE
SYSTEM CAN TRACK UP TO FIVE DIFFERENT UNIT PRICES AND FIVE DIFFERENT CASE
PRICES
ON EACH PRODUCT. PRODUCT MAY BE SOLD
BASED ON "PRICE CLASS" OR
"BRACKET
PRICING". IN BRACKET PRICING THE
COMPUTER TRACKS THE PURCHASE
LEVELS
AT WHICH EACH PRODUCT SWITCHES FROM ONE PRICE LEVEL TO ANOTHER.
IN
ADDITION TO THE SIX BASIC PRICING METHODS ALREADY IN THE SYSTEM THREE NEW
METHODS
HAVE BEEN ADDED. CENTS OFF PER POUND
THIS METHOD ALLOWS PRODUCTS IN
SPECIFIC CATEGORIES TO BE DISCOUNTED OR MARKED-UP FROM A BASE PRICE PER
POUND THE PRODUCT CAN THEN BE SOLD IN
A CASE CONFIGURATION BASED ON THE CASE WEIGHT
TO ACTIVATE THIS PRICING METHOD THE SYSTEM MUST BE CUSTOMIZED TO
INDICATE THE SPECIFIC CATEGORIES THE
POUND PRODUCTS WILL BE ASSIGNED. THE
PRODUCT MUST HAVE A CASE WEIGHT ASSIGNED AS WELL AS A CASE CONFIGURATION. ONCE THE PRODUCT IS IDENTIFIED, DISCOUNTING CAN BE ACTIVATED
BY PLACING A DOLLAR SIGN ($) IN THE %
DISCOUNT COLUMN OF ADD/EDIT QUOTED PRICE (4.9.1) FOLLOWED BY THE AMOUNT OF CHANGE DESIRED TO THE POUND PRICE TIMES
THE WEIGHT FOR CASE CONVERSION FOR ALL
POUND PRODUCTS SOLD TO THIS CUSTOMER IN THIS CATEGORY. A SPECIFIC PRODUCT QUOTED AT A SPECIFIC PRICE TO THE CUSTOMER WILL OVERRIDE THE
POUND CALCULATION. BUT PRODUCTS QUOTED AT LIST WILL ADJUST. PRICE LEVEL IS
RESPECTED WITH THIS PRICING METHOD
SO MULITIPAL POUND LEVELS CAN BE SET.
SUB-CATEGORY DISCOUNTS IS
ANOTHER METHOD OF PRICE DISCOUNTING A FLAG CAN BE SET IN THE CUSTOMER MASTER
FILE THAT WILL INDICATE IF THIS CUSTOMER IS TO BE PRICED OFF THE SUB-CATEGORY
PEICE TABLE SET IS THE SUBCATEGORY ADD/EDIT BY PEODUCT. CATEGORY SET PRICE - IN SOME CASES IT IS DESIRABLE TO PEICE ALL
PRODUCT IN A GIVEN CATEORY AT A SPECIAL PRICE THIS IS A CATEGORY SET PEICE
DISCOUNT.
THE
INVENTORY MODULE ALSO TRACKS PRODUCT AND HAS TWO DIFFERENT METHODS OF
SUGGESTING
WHEN PRODUCT MAY BE ORDERED.
1.
SETTING THE REORDER POINT AND REORDER QUANTITY OF EACH ITEM OF
INVENTORY IN "ADD/EDIT
PRODUCT". USING THIS METHOD, THE
COMPUTER
DETECTS WHEN THE PRODUCT AVAILABLE
FOR SALE FALLS TO OR BELOW THE
REORDER POINT AND SUGGESTS THAT YOU
ORDER PRODUCT. THE REORDER
POINT NEVER VARIES UNLESS YOU
MANUALLY CHANGE IT. IF YOU BUSINESS
IS SEASONAL OR IF YOUR BUSINESS IS
GROWING YOU WILL PROBABLY WISH
TO USE "ORDER ON HISTORY".
2.
ORDERING PRODUCT BASED ON THE ACTUAL SALES HISTORY OF THE PRODUCT
INVOLVED. THIS METHOD IS MORE SENSITIVE TO BUSINESS GROWTH AND
SEASONAL INCREASES AND
DECREASES. THE SYSTEM SUGGESTED ORDERS
ARE
AUTOMATICALLY ADJUSTED BASED ON
SALES.
THE
METHOD OF INVENTORY RE-PURCHASE TRACKING IS SET IN "ADD/EDIT COMPANY"
AT
THE
"ORDER ON HISTORY" FIELD.
THE
INVENTORY MODULE HAS A "KIT" OPTION THAT LETS YOU BUILD NEW PRODUCT
FROM
ITEMS
IN INVENTORY. USE "DEFINE
KITS" TO CREATE THE NEW PRODUCT.
WHEN YOU
TELL
THE COMPUTER HOW MANY OF THE "KIT" PRODUCT YOU WANT TO CREATE, IT
AUTOMATICALLY
PULLS THE INVENTORY PRODUCTS YOU SELECTED FOR THE "KIT" FROM
THE
PRODUCTS IN INVENTORY.
ANOTHER
FEATURE OF THE INVENTORY MODULE IS THE SUB-SYSTEM "CONSIGNED
INVENTORY". THIS LETS YOU KEEP TRACK OF PRODUCT ON EACH
OF YOUR TRUCKS OR IN
EACH OF
YOUR WAREHOUSES.
**SCREEN
DISPLAY**
5.1 ADD/EDIT PRODUCT
THE
ADD/EDIT PRODUCT NUMBER PROGRAM IS USED TO ENTER ALL NEW PRODUCT NUMBERS
AND
BASIC PRODUCT INFORMATION INTO THE SYSTEM.
IT ALSO INITIALIZES THE
PRODUCT
STOCK.
A BLANK
INPUT SCREEN DISPLAYS WHEN YOU SELECT THE PROGRAM.
**SCREEN
DISPLAY**
###########################################################################
SCREEN
FIELDS DESCRIPTION
###########################################################################
PRODUCT
NUMBER THE ALPHANUMERIC PRODUCT
NUMBER. THIS NUMBER CAN BE
ANYTHING UP TO A MAXIMUM
OF SIXTEEN CHARACTERS.
NOTE: IF YOU ARE USING THE ROUTING SYSTEM, PRODUCT
NUMBERS MAY ONLY BE A
MAXIMUM OF SIX CHARACTERS
LONG. THIS IS DUE TO LIMITATIONS OF SPACE ON
DELIVERY
TICKETS. THIS RESTRICTION ONLY APPLIES
TO
PRODUCT THAT APPEARS
ON DELIVERY TICKETS.
PRODUCT NUMBERS CAN NOT
INCLUDE CONTROL CODES, A SPACE,
BACKSPACE, ESCAPE KEY, OR
THE FOLLOWING CHARACTERS: #
% & ; : $ * ALL OTHER CHARACTERS ARE PERMITTED.
IF THE PRODUCT NUMBER YOU
ENTER IS THE NUMBER OF A
CURRENT PRODUCT, THE
INFORMATION FOR THAT PRODUCT
DISPLAYS ON THE
SCREEN. IF THE PRODUCT IS NOT FOUND,
THE
PROGRAM ADDS THAT PRODUCT
TO THE PRODUCT'S DATABASE. IF
YOU MISTYPE A PRODUCT NUMBER, MOVE THE CURSOR BACK TO THE
PRODUCT NUMBER LINE AND
TYPE IN THE CORRECT PRODUCT
NUMBER. DO NOT PRESS {PF2} IF YOU MISTYPE A PRODUCT
NUMBER. THE BAD PRODUCT IS ADDED TO THE PRODUCT
DATABASE. WARNING:
DO NOT MOVE THE CURSOR UP AND CHANGE
THE NUMBER OF AN EXISTING
PRODUCT. TO CHANGE THE NUMBER
OF AN EXISTING PRODUCT YOU
MUST FIRST DELETE THE
PRODUCT("DELETE PRODUCT"(5.2))THEN ENTER IT.
DESCRIPTION A DESCRIPTION OF THE PRODUCT UP TO
THIRTY CHARACTERS
LONG. THE LINE IS PRINTED ON INVOICES, CREDIT
MEMOS, AND
ALL OTHER PROGRAMS THAT
PRINT A DESCRIPTION OF INVENTORY
PRODUCT.
LIST
PRICE 1-5 THIS FIELD AND THE NEXT
FOUR FIELDS ARE FIVE PRICE
CLASSES FOR THE INDIVIDUAL
PRODUCT. THESE FIELDS ALLOW
YOU TO HAVE FIVE DIFFERENT
BASE PRICES FOR EACH PRODUCT
NUMBER AND LET YOU SELECT
BY CUSTOMER WHICH CLASS AN
INDIVIDUAL CUSTOMER'S
PRICE IS OBTAINED FROM. PRICE
CLASS IS SELECTED IN
"ADD/EDIT ACCOUNT"(4.1) WITH THE
"PRICE LEVEL" FIELD.
COST THE PRODUCT COST. ONCE A PRODUCT IS SET UP, THIS IS THE
LAST COST FIGURE THAT YOU
ENTERED INTO THE COMPUTER WHEN
PRODUCTS WERE RECEIVED IF
YOU ARE USING "LAST COST"
INVENTORY.
THE AVERAGE COST OF ALL PRODUCTS OF THIS
PRODUCT NUMBER THAT YOU
HAVE IN STOCK IF YOU USE "LIFO",
"FIFO", OR
"AVERAGE COST".
CATEGORY
NUMBER THIS NUMBER IS USED TO
SEPARATE THE PRODUCTS INTO
SEPARATE SALES
CLASSES. EACH CLASS WITH IT'S OWN SALES
LEDGER CODE AND COST OF
SALES LEDGER CODE.("ADD/EDIT
CATEGORY"(5.B.3)) IT IS
ALSO USED TO CONTROL PRINTOUT OF
SEVERAL INVENTORY LISTINGS.
THE CATEGORY NUMBER MUST BE
BETWEEN 1 AND 21. WHEN YOU TYPE IN A CATEGORY NUMBER,
THE CATEGORY DESCRIPTION
DISPLAYS TO THE RIGHT IN INVERSE
VIDEO.(FOR MORE INFORMATION
ON CATEGORIES SEE "ADD/EDIT
CATEGORY"(5.B.3))
VENDOR
NUMBER THE NUMBER OF THE VENDOR
THAT YOU NORMALLY ORDER THIS
PRODUCT FROM.
QUANTITY
IN STOCK THE TOTAL COUNT OF THIS
PRODUCT IN STOCK FOR THIS PRODUCT
NUMBER.
QUANTITY
COMMITTED THIS FIELD SHOWS THE NUMBER
OF ITEMS THAT ARE COMMITTED
FOR SALE INVENTORY, BUT
WHICH HAVE NOT YET HAD AN INVOICE
PRINTED AND ARE NOT
SHIPPED. THIS NUMBER IS USED TO
PREVENT THE COMPUTER FROM
ALLOCATING THE SAME PRODUCTS TO
TWO DIFFERENT CUSTOMERS
BEFORE THE PRODUCTS ARE REMOVED
FROM STOCK BY PRINTING
INVOICES.
QUANTITY
ORDERED THE NUMBER OF PRODUCTS THAT
RE ORDERED BUT NOT RECEIVED.
THIS PREVENTS YOU FROM
ACCIDENTALLY ORDERING THE SAME
PRODUCT TWICE BY
FORGETTING THAT YOU PLACED AN ORDER.
REORDER
POINT THIS FIELD IS ONLY USED IF
YOU SET "ORDER ON HISTORY" TO
"N".("ADD/EDIT COMPANY"(9.6)). WHEN THE NUMBER OF NON-
COMMITTED PRODUCTS FALL
BELOW THIS NUMBER, THE PRODUCT IS
PLACED ON THE REORDER
LIST. IF ZERO, THE PRODUCT IS
NEVER PLACED ON THE
REORDER LIST REGARDLESS OF THE NUMBER
OF PRODUCTS IN STOCK. IF YOU SELL THIS PRODUCT AND IT IS
PLACED ON BACK ORDER, THE
PRODUCT IS ALSO PLACED ON THE
RE-ORDER LIST.
QUANTITY
SOLD MTD ANY TIME A PRODUCT IS
INVOICED, THE QUANTITY SOLD ON THE
INVOICE IS ADDED TO THIS
NUMBER. THIS NUMBER IS ZEROED
BY THE MONTHLY INVENTORY
CLOSE.("CLOSE INVENTORY"(5.B.7).
QUANTITY
SOLD YTD THE TOTAL NUMBER OF THIS
PRODUCT SOLD IN THE CURRENT
YEAR. THIS NUMBER IS ZEROED BY YEALY INVENTORY
CLOSE
(5.B.7).
REORDER
QUANTITY THE NUMBER OF PRODUCTS
SHOULD BE REORDERED WHEN THE
QUANTITY FALLS BELOW THE REORDER
POINT. NOTE: THE FIELD
IS ONLY USED IF YOU SET
"ORDER ON HISTORY" TO
"N".("ADD/EDIT COMPANY"(9.6))
MAXIMUM
QUANTITY THE MAXIMUM NUMBER OF
PRODUCT THAT YOU ALLOW TO BE IN
STOCK AT ANY GIVEN
TIME. IT IS ONLY AN ADVISORY NUMBER.
NOTE: THIS FIELD IS ONLY USED IF YOU SET
"ORDER ON
HISTORY" TO
"N".("ADD/EDIT COMPANY"(9.6))
CASE
WEIGHT THE PHYSICAL CASE WEIGHT
OF THE PRODUCT.
QUANTITY
CONSIGNED THE QUANTITY OF PRODUCT THAT
IS IN OTHER WAREHOUSES OR ON
TRUCKS. IF YOU PERFORM A PHYSICAL INVENTORY, YOUR
COUNT
PLUS THIS NUMBER IS THE
QUANTITY IN STOCK.
WHEN
YOU FINISH ENTERING INFORMATION ON THE FIRST SCREEN, PRESS {PF2} TO
DISPLAY
THE SECOND SCREEN.
**SCREEN
DISPLAY**
###########################################################################
SCREEN
FIELDS DESCRIPTION
###########################################################################
SALES
MTD THE TOTAL DOLLAR AMOUNT OF
SALES FOR THIS PRODUCT NUMBER
SOLD THIS MONTH. THE AMOUNT IS UPDATED EACH TIME A
PRODUCT IS INVOICED. WHEN YOU "CLOSE INVENTORY"(5.B.7)
IT CLEARS THIS NUMBER.
SALES
YTD THE TOTAL DOLLAR AMOUNT OF
SALES FOR THIS PRODUCT NUMBER
SOLD IN THE CURRENT
YEAR. THE FIELD IS CLEARED BY THE
YEARLY INVENTORY CLOSE.
COST
MTD THE TOTAL DOLLAR COST OF
THIS PRODUCT SOLD DURING THE
CURRENT MONTH. THE ACCURACY OF THIS NUMBER, IN RELATION
TO YOUR ACTUAL COST,
DEPENDS ON THE TYPE OF INVENTORY
THAT YOU MAINTAIN. IF YOU ARE USING "LAST COST"
INVENTORY CONTROL THIS
NUMBER IS ONLY PARTIALLY ACCURATE.
IF YOU ARE USING
"LIFO", "FIFO", OR "AVERAGE COST" THIS
NUMBER IS ACCURATE.
COST
YTD THE TOTAL COST OF ALL
THIS PRODUCT SOLD IN THE CURRENT
YEAR. AS WITH THE "COST MTD", THE
ACCURACY OF THIS
NUMBER, DEPENDS ON THE
TYPE OF INVENTORY YOU MAINTAIN.
TAXABLE
(Y/N) DEFAULT IS
"Y". THIS Y/N FLAG ON THE
INDIVIDUAL PRODUCT
ALLOWS FOR MORE
FLEXIBILITY IN THE PRODUCTS DATABASE.
BIN
# FIELD FOR AN INVENTORY
LOCATION.
LAST
PURCHASE DATE THE DATE THAT THE PRODUCT
WAS LAST PURCHASED.
LAST
SALE DATE THE DATE THAT THE PRODUCT
WAS LAST SOLD. THIS FIELD IS
USEFUL FOR FINDING SLOW OR
NON-MOVING PRODUCTS. THIS
FIELD MAY BE USED IN
MOVEMENT TRACKING OF PRODUCTS TO
FIND SLOW OR NON-MOVING PRODUCTS.
LAST
PRICE CHANGE THE DATE THE SALE PRICE
OF THE PRODUCT WAS LAST CHANGED.
LAST
LIST PRICE THE SALE PRICE OF THE
PRODUCT BEFORE THE LAST PRICE
CHANGE.
LAST
COST CHANGE THE DATE THE COST OF THE
PRODUCT WAS LAST CHANGED.
LAST
CASE COST THE COST OF THE PRODUCT
BEFORE THE LAST COST CHANGE.
COMMENT THE 3 COMMENT LINES ARE USED TO
MAINTAIN ANY SPECIAL
INFORMATION YOU WISH TO
HAVE ON YOUR INVENTORY. THESE
LINES DO NOT SHOW ON INVOICES OR DELIVERY
TICKETS. THE
FIRST 2 LINES ARE FOR
SUBSTITUTES FOR THE PRODUCT. THE
3RD LINE IS FOR COMMENTS.
DEPOSIT
CHARGE Y/N DEFAULT IS
"N". THIS FIELD IS USED TO
ASSOCIATE A
DEPOSIT WITH A PRODUCT SO
THAT A DEPOSIT IS AUTOMATICALLY
CHARGED WHEN THE PRODUCT
IS SOLD. THE AMOUNT OF THE
DEPOSIT IS ADDED TO THE
TOTAL PRICE OF THE PRODUCT. THE
DEPOSIT IS NOT DISPLAYED AS A SEPARATE AMOUNT WITH A
DESCRIPTION. IF YOU WISH TO AUTOMATICALLY CHARGE A
DEPOSIT (SUCH AS A BOTTLE
DEPOSIT) WITH A PRODUCT AND
SHOW WHAT THE CHARGE IS,
USE "DEFINE LINKED PRODUCTS".
DEPOSITS MAY ALSO BE SET
UP WITH THEIR OWN PRODUCT NUMBER
AND ENTERED SEPARATELY.
DEPOSIT
AMOUNT THE AMOUNT OF THE DEPOSIT TO
BE CHARGED.
DEPOSIT
PRODUCT A DESCRIPTION OF THE DEPOSIT. EX: CAN DEPOSIT
IF BOTH
OF THE NEXT TWO FIELDS ARE SET TO "N" , "ORDER ON HISTORY"
IS SET TO
"N",
AND YOU ARE USING "LAST COST" OR "AVERAGE COST" INVENTORY
CONTROL, THIS
IS THE
LAST SCREEN OF INFORMATION FOR A PRODUCT.
THESE TWO FIELDS DEFINE HOW
THE
PRODUCT IS HANDLED IN INVENTORY AND SET UP OPTIONAL PRICES FOR THE
PRODUCT. EACH OF THE TWO FIELDS HAVE SUBSIDIARY
SCREENS.
CASE
PRICING DEFAULT IS
"N". THIS FIELD MAY HAVE ONE
OF THREE
LETTERS. THE LETTERS ARE:
N - NO CASE PRICING INFORMATION-SELL IN UNITS
ONLY.
U - CASE PRICING WITH
THE PRODUCT SOLD PRIMARILY BY
UNIT.
C - CASE PRICING WITH
THE PRODUCT SOLD PRIMARILY IN
CASES.
IF
"U" OR "C" IS SELECTED A CASE PRICE CLASS SCREEN DISPLAYS
WHEN THIS SCREEN
IS
EXITED. "U" OR "C"
ALSO INDICATES DEFAULT PRICE FOR INVOICING.
**SCREEN
DISPLAY**
###########################################################################
SCREEN
FIELDS DESCRIPTION
###########################################################################
CASE
PRICE CLASS 1 FIVE PRICE CLASS FIELDS
THAT FUNCTION JUST LIKE THE UNIT
LIST PRICE CLASS FIELDS ON
THE FIRST SCREEN. THEY ALLOW
YOU TO HAVE FIVE DIFFERENT
BASE PRICES FOR EACH PRODUCT
NUMBER AND ALLOW YOU TO
SELECT BY CUSTOMER WHICH CLASS AN
INDIVIDUAL CUSTOMER'S PRICE IS OBTAINED FROM. PRICE
CLASS IS SELECTED IN
"ADD/EDIT ACCOUNT"(4.1) WITH THE
"PRICE LEVEL"
FIELD.
CASE
CONVERSION HOW MANY UNITS MAKE UP A
CASE.
CASE
DESCRIPTION DESCRIPTION OF THE CASE
PRODUCT.
BRACKET
PRICING BRACKET PRICING IS USED IN
CONJUNCTION WITH THE INVOICING
SYSTEM. BRACKET PRICING IS A METHOD OF SELECTING ONE
OF
FIVE PRICE LEVELS
DEPENDING ON HOW MUCH OF A PRODUCT THAT
A CUSTOMER PURCHASES. THE PURCHASE QUANTITY IS
CALCULATED FOR THE
INDIVIDUAL INVOICE BEING BUILT AND
DOES NOT TAKE INTO ACCOUNT
ANY OTHER PRODUCT BEING
PURCHASED. IF THIS FIELD IS SET TO "Y" TO
SELECT BRACKET
PRICING, AN ADDITIONAL
SCREEN DISPLAYS. THIS SCREEN IS
USED TO DETERMINE HOW MUCH
PRODUCT QUANTITY A CUSTOMER
MUST PURCHASE TO FALL INTO
THE NEXT PRICE LEVEL.
**SCREEN
DISPLAY**
###########################################################################
SCREEN
FIELDS DESCRIPTION
###########################################################################
PRICE 1
TO PRICE 2 TYPE IN THE NUMBER OF
PRODUCT YOU WISH THE FIRST PRICE
BREAKS BREAK TO OCCUR AT AND PRESS
{ENTER}. IF THE NUMBER OF
UNITS OF PRODUCT ENTERED
ON AN INVOICE EQUALS OR EXCEEDS
THIS NUMBER BUT IS BELOW
THE NUMBER ENTERED IN THE NEXT
PRICE BREAK FIELD THEY ARE
SOLD AT THE PRICE ENTERED IN
THE "LIST PRICE
2" FIELD. PRODUCT SOLD PRIMARILY
BY
CASE(CASE PRICING ENABLED)
USES THE "CASE PRICE CLASS 2"
FIELD.
PRICE 2
TO PRICE 3 TYPE IN THE NUMBER OF
PRODUCT YOU WISH THE SECOND PRICE
BREAKS BREAK TO OCCUR AT AND PRESS
{ENTER}. IF THE NUMBER OF
UNITS OF PRODUCT ENTERED
ON AN INVOICE EQUALS OR EXCEEDS
THIS NUMBER BUT IS BELOW
THE NUMBER ENTERED IN THE NEXT
PRICE BREAK FIELD THEY ARE
SOLD AT THE PRICE ENTERED IN
THE "LIST PRICE
3" FILED. PRODUCT SOLD PRIMARILY
BY
CASE(CASE PRICING ENABLED)
USES THE "CASE PRICE CLASS 3"
FIELD.
PRICE 3
TO PRICE 4 TYPE IN THE NUMBER OF
PRODUCT YOU WISH THE THIRD PRICE
BREAK BREAK TO OCCUR AT AND PRESS
{ENTER}. IF THE NUMBER OF
UNITS OF PRODUCT ENTERED
ON AN INVOICE EQUALS OR EXCEEDS
THIS NUMBER BUT IS BELOW
THE NUMBER ENTERED IN THE NEXT
PRICE BREAK FIELD THEY ARE
SOLD AT THE PRICE ENTERED IN
THE "LIST PRICE
4" FIELD. PRODUCT SOLD PRIMARILY
BY
CASE(CASE PRICING ENABLED)
USES THE "CASE PRICE CLASS 4"
FIELD.
PRICE 4
TO PRICE 5 TYPE IN THE NUMBER OF
PRODUCT YOU WISH THE FOURTH PRICE
BREAK BREAK TO OCCUR AT AND PRESS
{ENTER}. IF THE NUMBER OF
UNITS OF PRODUCT ENTERED
ON AN INVOICE EQUALS OR EXCEEDS
THIS NUMBER THEY ARE SOLD
AT THE PRICE ENTERED IN THE
"LIST PRICE 5"
FIELD. PRODUCT SOLD PRIMARILY BY
CASE(CASE PRICING ENABLED) USES THE "CASE PRICE CLASS
5"
FIELD.
IF YOU
ARE USING "LIFO" OR "FIFO" INVENTORY CONTROL AN ADDITIONAL
SCREEN
DISPLAYS
TO ENTER DETAIL PRODUCT INFORMATION.
**SCREEN
DISPLAY**
###########################################################################
SCREEN
FIELDS DESCRIPTION
###########################################################################
COST
LEVEL AN INVERSE VIDEO FIELD
DISPLAYED BY THE SYSTEM.
QUANTITY QUANTITY OF PRODUCTS RECEIVED AT
THIS COST.
COST THE UNIT COST FOR THIS
SHIPMENT OF PRODUCTS. THIS COST
IS USED WHEN THE PRODUCTS
IN THIS LEVEL ARE REMOVED FROM
INVENTORY.
PURCHASE
DATE DATE PRODUCT PURCHASED. USED TO DETERMINE WHICH PRODUCT
IS TO BE REMOVED FIRST.
VENDOR
NO. THE VENDOR WHO SOLD YOU
THIS PARTICULAR SHIPMENT OF
PRODUCTS. THE NUMBER MAY BE DIFFERENT FROM THE VENDOR
NUMBER ON THE FIRST
SCREEN.
WHEN
YOU USE EITHER "FIFO" OR "LIFO" INVENTORY, YOU MAY HAVE UP
TO FIVE
LEVELS
OF PRODUCTS COSTS. THESE ARE INPUT BY
MULTIPLE USE OF THE THIS
SCREEN.
THE
"PRODUCT SHIPMENT HISTORY" SCREEN DISPLAYS ONLY IF "ORDER ON
HISTORY" IS
SET TO
"Y".##NEED EXPLANATION SOMEWHERE OF ORDER ON HISTORY"
**SCREEN
DISPLAY**
###########################################################################
SCREEN
FIELDS DESCRIPTION
###########################################################################
CURRENT
PERIOD THE UNIT QUANTITY OF SALES
IN THE CURRENT SALES PERIOD.
THIS NUMBER IS NOT USED
INITIALLY IN REORDERING AS IT MAY
CONTAIN A PARTIAL
PERIOD. ONLY WHEN IT IS AGED INTO
PERIOD 1 IS THIS QUANTITY
USED.
PERIOD
# 1-5 THE FIVE MOST RECENT
PERIODS OF SALES. A PERIOD MAY BE
ONE DAY, ONE WEEK, ONE
MONTH OR ONE YEAR. ANY UNIT OF
TIME YOU DECIDE TO USE AS A REFERENCE. MDS RECOMMENDS
THAT YOU USE A WEEKLY
PERIOD. WHEN YOU RUN "LIST AVERAGE
SALES" YOU ARE GIVEN
THE OPTION OF AGING YOUR SALES
HISTORY. THIS PROGRAM REMOVES PERIOD 5 INFORMATION,
PERIOD 4 IS MOVED TO
PERIOD 5, PERIOD 3 TO 4, 2 TO 3, 1
TO 2, AND CURRENT SALES
ARE MOVED TO PERIOD 1. "LIST
AVERAGE SALES" FORMS
THE BASIS OF YOUR AGED REORDER.
PERIODS
TO STOCK DEFAULT IS "3"
PERIODS. THIS TELLS THE COMPUTER THAT
ENOUGH INVENTORY OF THIS
PRODUCT SHOULD BE AVAILABLE TO
SUPPLY CUSTOMERS FOR 3
PERIODS. TO SELECT A DIFFERENT
NUMBER OF PERIODS TO
STOCK, TYPE IN THE NUMBER OF PERIODS
AND PRESS {ENTER}. THE AMOUNT OF PRODUCT STOCKED IS THE
NUMBER OF PERIODS SELECTED
TIMES THE AVERAGE OF ACTUAL
SALES CALCULATED BY THE
"WEEKS TO AVERAGE" FIELD.
PERIODS
TO ORDER DEFAULT IS "4"
PERIODS. THIS TELLS THE COMPUTER THAT
WHEN THIS PRODUCT IS
ORDERED, ENOUGH SHOULD BE ORDERED TO
SUPPLY CUSTOMERS FOR 4
PERIODS. THE AMOUNT OF PRODUCT
ORDERED IS THE NUMBER OF PERIODS SELECTED TIMES THE
AVERAGE OF ACTUAL SALES
CALCULATED BY THE "WEEKS TO
AVERAGE" FIELD.
WEEKS
TO AVERAGE DEFAULT IS
"5". THE COMPUTER AVERAGES
SALES FROM ALL 5
PERIODS(A PERIOD CAN BE ANYTHING YOU SELECT NOT JUST
A
WEEK) FOR THE AVERAGE
PERIOD SALES THAT IS USED FOR
REORDER.
THE
COMPUTER USES THE ABOVE INFORMATION TO DETERMINE WHEN TO REORDER AND HOW
MUCH TO
REORDER. WHEN THE QUANTITY IN STOCK
PLUS THE QUANTITY ORDERED MINUS
THE
QUANTITY COMMITTED TO SALES IS LOWER THAN THE AVERAGE QUANTITY SOLD
(DETERMINED
BY THE "WEEKS TO AVERAGE " FIELD) TIMES THE "PERIODS TO
STOCK"
NUMBER,
THE COMPUTER PLACES AN ORDER FOR PRODUCT THAT IS THE AVERAGE QUANTITY
SOLD
TIMES THE "PERIODS TO ORDER".(ORDER PURCHASING IS DONE THROUGH THE
"PURCHASE
ORDER" MODULE)
PRESS
{PF2} TO EXIT THE SCREEN. YOU ARE RETURNED TO THE FIRST SCREEN. YOU
MAY ADD
OR EDIT ANOTHER PRODUCT OR PRESS {PF2} TO EXIT THE PROGRAM.
5.2 DELETE PRODUCT
THIS
PROGRAM IS USED TO REMOVE PRODUCT NUMBERS FROM THE INVENTORY DATABASE.
THE
PROGRAM IS RARELY REQUIRED, BUT IT IS AVAILABLE FOR DATABASE MAINTENANCE.
AT THE
FIRST SCREEN, TYPE IN THE PRODUCT NUMBER YOU WISH TO DELETE.
THE
SYSTEM FILLS IN AND DISPLAYS INFORMATION FOR A VALID PRODUCT NUMBER
SELECTED
TO HELP YOU CORRECTLY IDENTIFY THE PRODUCT YOU WISH TO DELETE. ONLY
THE
FIRST AND LAST LINES OF THE SCREEN CAN BE CHANGED. IF YOU INPUT A
PRODUCT
NUMBER THAT THE COMPUTER CANNOT FIND, THE COMPUTER DISPLAYS "INVALID
PRODUCT
NUMBER" IN INVERSE VIDEO ON THE DESCRIPTION LINE.
NOTE: YOU CAN NOT DELETE A KIT PRODUCT USING THIS
PROGRAM. YOU MUST USE THE
"DELETE
KITS"(5.C.4) PROGRAM.
**SCREEN
DISPLAY**
ONCE A
VALID PRODUCT NUMBER IS ENTERED THE CURSOR MOVES TO THE "DELETE
(Y/N)"
LINE. THE DEFAULT FOR THE LINE IS "N".
IF WANT
TO DELETE THE PRODUCT, YOU MUST PRESS {Y} THEN {PF2} BEFORE THE
PRODUCT
IS DELETED.
PART
RECORD NUMBER THIS FIELD IS USED TO
DELETE PRODUCTS THAT HAVE CONTROL
CODES IN THEIR PRODUCT
NUMBER AND CAN NOT BE LOCATED
NORMALLY. YOU MUST FIRST RUN THE "PRINT PART
RECORD
NUMBER" PROGRAM. TO DELETE A PRODUCT TAKE THE "PART
RECORD NUMBER" PRINTED BY THAT PROGRAM FOR THE PRODUCT
YOU WISH TO DELETE AND
ENTER IT ON THIS LINE. AFTER THE
PRODUCT IS FOUND AND
IDENTIFIED USING THIS METHOD YOU MAY
DELETE THE PRODUCT AS
DESCRIBED ABOVE.
PRESS
{PF2} AT A BLANK SCREEN TO EXIT THE PROGRAM.
*USE OF
THIS PROGRAM WILL LOCK THE ENTIRE INVENTORY DATABASE.
5.3 ENTER RECEIVED PRODUCT
THE
"ENTER RECEIVED PRODUCT" PROGRAM IS USED TO PLACE PRODUCTS RECEIVED
FROM
A
VENDOR IN INVENTORY. YOU DO NO RECEIVE
"KIT" PRODUCT WITH THIS PROGRAM.
ALL
"KIT" PRODUCT MUST BE BUILT USING THE "BUILD KIT" PROGRAM.
AT THE
FIRST SCREEN, TYPE IN THE PRODUCT NUMBER OF THE PRODUCT RECEIVED AND
PRESS
{ENTER}. IF YOU ENTER A VALID PRODUCT
NUMBER, THE SYSTEM DISPLAYS THE
PRODUCT
INFORMATION. ALL OF THE LINES BETWEEN
"PRODUCT NUMBER" AND QUANTITY
RECEIVED"
ARE DISPLAYED TO ASSIST YOU IN IDENTIFYING THE PRODUCT AND MAY NOT
BE
EDITED. THE CURSOR MOVES TO THE
"QUANTITY ORDERED" FIELD.
**SCREEN
DISPLAY**
############################################################################
SCREEN
FIELDS DESCRIPTION
############################################################################
PRODUCT
NUMBER TYPE IN THE PRODUCT NUMBER
OF THE PRODUCT RECEIVED, AND
THE PROGRAM DISPLAYS
INFORMATION FOR THE PRODUCT AND THE
CURSOR MOVES DOWN TO THE
"QUANTITY RECEIVED" FIELD.
DESCRIPTION DESCRIPTION OF THE PRODUCT.
CONV.
FACTOR NUMBER OF UNITS IN A CASE.
IF YOU RECEIVE PRODUCT IN A
DIFFERENT CASE COUNT THAN
DISPLAYED, YOU MAY CHANGE THE
CASE CONVERSION FACTOR FOR
RECEIPT OF THIS PRODUCT. IF
A PRODUCT IS SOLD PRIMARILY
IN UNITS BUT CASE PRICING IS
TURNED ON("U")
THE CASE COST IS SHOWN IN INVERSE VIDEO TO
THE RIGHT OF THIS LINE.
QUANTITY
IN STOCK THE TOTAL COUNT OF THIS
PRODUCT IN STOCK FOR THIS PRODUCT
NUMBER.
QUANTITY
COMMITTED THIS FIELD SHOWS THE NUMBER
OF ITEMS THAT ARE COMMITTED
FOR SALE INVENTORY, BUT
WHICH HAVE NOT YET HAD AN INVOICE
PRINTED AND ARE NOT
SHIPPED. THIS NUMBER IS USED TO
PREVENT THE COMPUTER FROM ALLOCATING THE SAME PRODUCTS TO
TWO DIFFERENT CUSTOMERS
BEFORE THE PRODUCTS ARE REMOVED
FROM STOCK BY PRINTING
INVOICES.
QUANTITY
ORDERED THE NUMBER OF PRODUCTS THAT
RE ORDERED BUT NOT RECEIVED.
THIS PREVENTS YOU FROM
ACCIDENTALLY ORDERING THE SAME
PRODUCT TWICE BY
FORGETTING THAT YOU PLACED AN ORDER.
LAST
PURCHASE DATE THE DATE THAT THE PRODUCT
WAS LAST PURCHASED.
QUANTITY
RECEIVED TO ENTER PRODUCTS INTO YOUR
INVENTORY, TYPE IN THE NUMBER
OF UNITS OF THIS PRODUCT
RECEIVED IN THE SHIPMENT AND
PRESS {ENTER}. IF CASE PRICING IS TURNED ON FOR THE
PRODUCT BUT YOU RECEIVE
THE PRODUCT IN UNITS, PRESS {PF3}
BEFORE ENTERING THE
QUANTITY OF PRODUCT RECEIVED AND THE
RECEIVING UNIT AND
RECEIVING COST IS THE UNIT QUANTITY
AND COST.
NEW
PURCHASE DATE DEFAULTS TO SYSTEM
DATE. YOU MAY CHANGE THE DATE BY
TYPING IN A NEW DATE AND
PRESSING {ENTER}.
COST IF YOU ARE RECEIVING PRODUCT
IN CASES TYPE IN THE CASE
COST OF THE PRODUCT. IF YOU ARE RECEIVING PRODUCT IN
UNITS, TYPE IN THE UNIT
COST AND PRESS {ENTER}. THE
CURSOR MOVES TO THE
"VENDOR #" FIELD. ALL OTHER
FIELDS
MAY BE LEFT UNCHANGED.
CLASS
1-5 LIST THIS LINE AND THE NEXT 4
LINES ARE DISPLAY LINES OF THE
"LIST PRICE" INFORMATION FROM THE PRODUCT
FILE AS ENTERED
IN "ADD/EDIT
PRODUCT". IF CASE PRICING IS
TURNED ON "C"
OR "U", PRICES FOR THE SECONDARY METHOD OF SELLING
PRODUCT(UNIT OR CASE) ARE
DISPLAYED TO THE RIGHT OF THESE
FIVE LINES IN INVERSE
VIDEO.
VENDOR
# THE VENDOR NUMBER SHOULD
ONLY BE CHANGED IF YOU DO NOT
PURCHASE THE PRODUCT FROM
THE VENDOR SET UP IN THE
"ADD/EDIT PRODUCT"(5.1) FILE. CHANGE THIS FIELD BY
TYPING IN THE VENDOR
NUMBER AND PRESSING {ENTER}.
PRESS
{PF2} TO SAVE THE INFORMATION ENTERED.
A NEW BLANK PRODUCT SCREEN
APPEARS. CONTINUE ENTERING RECEIVED PRODUCT UNTIL ALL
ARE ENTERED. AFTER
ALL
RECEIVED PRODUCTS ARE ENTERED, PRESS {PF2} AT A BLANK PRODUCT SCREEN.
THE
SYSTEM STARTS PROCESSING A RECEIVED PRODUCTS LIST. ONCE THE SYSTEM
FINISHES
PROCESSING THE INFORMATION, A "REPORT SELECTIONS"MENU DISPLAYS.
WHEN
YOU EXIT THE REPORT THE SYSTEM ASKS:
DO YOU WISH TO UPDATE KIT COSTS ?
PRESS
{Y} THEN {ENTER} TO UPDATE KIT COSTS.
PRESS
{N} THEN {ENTER} IF YO DO NOT WISH TO UPDATE KIT COSTS.
5.4 CONSIGNED INVENTORY MENU
THE
CONSIGNED INVENTORY SYSTEM IS A SERIES OF PROGRAMS THAT PROVIDES YOU WITH
DETAILED
INFORMATION OF WHERE INVENTORY IS AND LETS YOU ACCOUNT MORE CLOSELY
FOR
PRODUCT INVENTORY THAN IS POSSIBLE WITH THE INVENTORY SYSTEM ALONE. IT
ALLOWS
YOU TO HAVE MORE THAN ONE WAREHOUSE, EACH WITH ITS OWN INVENTORY
CONTROL. EACH WAREHOUSE MAY HAVE MULTIPLE
TRUCKS. FULL INVENTORY CONTROL IS
MAINTAINED
FOR EACH TRUCK. YOU ALSO HAVE AN
OVERALL INVENTORY CONTROL SYSTEM
WHICH
INCLUDES ALL WAREHOUSES AND ALL TRUCKS.
WITH THIS SYSTEM YOU CAN SEE
WHAT
YOUR TOTAL INVENTORY FOR AN INDIVIDUAL WAREHOUSE OR TRUCK INVENTORY IS
AT ANY
TIME. THE MDS CONSIGNED INVENTORY
SYSTEM IS DESIGNED TO INTEGRATE
FULLY
WITH THE MDS INVENTORY SYSTEMS. THE MDS
INVENTORY SYSTEM IS FULLY
FUNCTIONAL
WITHOUT THE CONSIGNED INVENTORY SYSTEM BUT THE CONSIGNED INVENTORY
SYSTEM
IS FUNCTIONAL WITHOUT THE INVENTORY SYSTEM.
IT IS NOT A STAND ALONE
SYSTEM. CONSIGNED INVENTORY IS AN ENHANCEMENT TO
INVENTORY.
THE
CONSIGNED INVENTORY SYSTEM PERMITS YOU TO MAINTAIN INFORMATION ON WHAT
INVENTORY
IS CURRENTLY STOCKED IN SEPARATE WAREHOUSES OR CONSIGNED TO DRIVERS
TRUCKS. THE CONSIGNED INVENTORY IS INTERESTED
PRIMARILY IN QUANTITIES. ALL
PRICING
INFORMATION ON PRODUCT IS MAINTAINED BY THE INVENTORY SYSTEM.
THE
CONSIGNED INVENTORY SYSTEM WHEN USED IN CONJUNCTION WITH THE INVOICING
SYSTEM
BECOMES MORE POWERFUL. THE INVOICING
SYSTEM WILL UPDATE THE CONSIGNED
INVENTORY
SYSTEM AND ADJUSTS THE INVENTORY COUNT FOR THE PROPER TRUCK OR
WAREHOUSE
AS WELL AS MAIN INVENTORY.
THE
CONSIGNED INVENTORY SYSTEM ALSO INTEGRATES WITH THE ROUTING SYSTEM. IT
CAN BE
USED TO PRODUCE STANDARD TRUCK LOADS.
(STANDARD LOADS ARE NOT
AUTOMATICALLY
CONSIGNED TO A TRUCK AS THE TRUCK MAY ALREADY HAVE PRODUCT ON
IT). THE STANDARD LOAD IS USED AS THE BASIC TRUCK
LOAD AND THE DRIVER OR
LOADER
SHOULD BRING THE TRUCK UP TO THIS LEVEL AND NOTE ON THE LOAD SHEET
WHAT IS
PLACED ON THE TRUCK TO BE LOADS.) IN ADDITION TO THE STANDARD LOAD,
THE
ROUTING SYSTEM HAS THE ABILITY TO AUTOMATICALLY CONSIGN TO THE TRUCK
PRODUCT
INDICATED IN THE BUILD TO SECTION OF THE QUOTED FILES. THIS PLACES
THE
PRODUCT REQUIRED TO RUN A ROUTE ON THE TRUCK.
**SCREEN
DISPLAY**
5.4.1 CONSIGN INVENTORY
THE
CONSIGN INVENTORY PROGRAM IS THE PRIMARY PROGRAM USED BY THE SYSTEM TO
INFORM
THE INVENTORY SYSTEM THAT PRODUCT IS CONSIGNED TO A TRUCK OR
WAREHOUSE.
THE
FIRST SCREEN DISPLAYED IS AN INPUT PAGE.
THE FIRST LINE OF THE PAGE
TELLS
YOU HOW MANY WAREHOUSES AND HOW MANY TRUCKS ARE DEFINED IN THE SYSTEM.
TO
DEFINE A WAREHOUSE OR TRUCK, SEE "DEFINE WAREHOUSE"(5.4.B.1) AND
"DEFINE
TRUCK"(5.4.B.2). A TRUCK OR WAREHOUSE MUST BE DEFINED BEFORE
INVENTORY CAN
BE
CONSIGNED TO IT.
**SCREEN
DISPLAY**
############################################################################
SCREEN
FIELDS DESCRIPTION
############################################################################
PRODUCT
NUMBER TYPE IN THE PRODUCT NUMBER
OF THE PRODUCT THAT YOU WISH
TO CONSIGN TO A TRUCK OR
WAREHOUSE AND PRESS {ENTER}.
INFORMATION ON THE PRODUCT IS DISPLAYED.
DESCRIPTION THE PRODUCTS DESCRIPTION AS IT
APPEARS ON INVOICES.
MASTER
WAREHOUSE THE TOTAL QUANTITY OF THE
PRODUCT IN "WAREHOUSE 0".
QTY
SOURCE
WAREHOUSE NO DEFAULT IS "0".
IF YOU LEAVE THIS LINE AT "0", PRODUCT
IS CONSIGNED FROM THE MAIN
WAREHOUSE(WAREHOUSE 0) IF YOU
ARE CONSIGNING FROM
WAREHOUSE 0, YOU MAY CONSIGN TO ANY
WAREHOUSE OR ANY
TRUCK. IF YOU ARE CONSIGNING PRODUCT
THAT IS CURRENTLY IN A CONSIGNMENT WAREHOUSE OTHER THAN
WAREHOUSE 0, YOU MAY ONLY
CONSIGN TO A TRUCK. YOU MAY
NOT CONSIGN PRODUCT FROM
WAREHOUSE 1 TO WAREHOUSE 2. IF
YOU WANT TO CONSIGN PRODUCT
FROM A WAREHOUSE OTHER THAN
WAREHOUSE 0 TO A TRUCK,
TYPE IN THE WAREHOUSE NUMBER AND
PRESS {ENTER}.
NOTE: TRANSFER OF CONSIGNED PRODUCT FROM TRUCK TO
TRUCK, WAREHOUSE TO
WAREHOUSE(OTHER THAN WAREHOUSE
0 TO ANOTHER
WAREHOUSE), AND WAREHOUSE OR TRUCK
BACK TO PRIMARY
INVENTORY(TAKE OUT OF CONSIGNMENT
INVENTORY) IS DONE
USING THE "RELIEVE CONSIGNMENT"
PROGRAM.(5.4.3)
NON
CONSIGNED QTY THIS LINE DISPLAYS THE
QUANTITY OF PRODUCT IN THE
WAREHOUSE SELECTED THAT IS
NOT CONSIGNED FROM THIS
WAREHOUSE. IF NO PRODUCT IS CONSIGNED FROM THE
WAREHOUSE
THE QUANTITY CONSIGNED
EQUALS THE "SOURCE QUANTITY" SHOWN
BELOW. YOU MAY NOT CONSIGN MORE PRODUCT THAN IS
AVAILABLE FOR CONSIGNMENT
AS INDICATED ON THIS LINE.
DESTINATION
(T/W) DEFAULTS TO "T" FOR
TRUCK. IF YOU WISH TO CONSIGN
PRODUCT TO A WAREHOUSE,
(THE SOURCE WAREHOUSE MUST BE
WAREHOUSE O) PRESS {W}
THEN {ENTER}.
TRUCK
NUMBER THIS LINE IS FOR THE TRUCK
OR WAREHOUSE THAT IS TO
RECEIVE THE
CONSIGNMENT. TYPE IN THE TRUCK OR
WAREHOUSE
NUMBER AND PRESS
{ENTER}. THE NAME OF THE WAREHOUSE OR
DRIVER IS DISPLAYED TO THE
RIGHT IN INVERSE VIDEO.
SOURCE
QUANTITY THE TOTAL QUANTITY OF
PRODUCT ASSIGNED TO THE SOURCE
WAREHOUSE.
QUANTITY
TO CONSIGN TYPE IN THE AMOUNT OF THE PRODUCT YOU WISH ASSIGNED AND
PRESS {ENTER}. IF YOU WISH TO TRANSFER CASES OF PRODUCT
FROM THE SOURCE TO THE
DESTINATION. PRESS {PF4} INSTEAD
OF {ENTER} AFTER TYPING IN
THE NUMBER OF CASES. THE
NUMBER OF CASES IS
AUTOMATICALLY CONVERTED TO THE
APPROPRIATE NUMBER OF
UNITS AND THE UNIT COUNT DISPLAYED
AS THE QUANTITY TO
CONSIGN. THE NUMBER OF CASES IS
DISPLAYED IN INVERSE VIDEO
TO THE RIGHT OF THE UNIT
COUNT.
PRESS
{PF2} TO DISPLAY A BLANK INPUT SCREEN.
YOU MAY CONTINUE ASSIGNING
PRODUCT
OR PRESS {PF2} AT A BLANK SCREEN TO EXIT THE PROGRAM.
5.4.2 EDIT CONSIGNED INVENTORY
THIS
PROGRAM IS USED TO MANAGE EMERGENCY CORRECTIONS TO THE CONSIGNED
INVENTORY
SYSTEM. BY USING THIS PROGRAM YOU GAIN
DIRECT ACCESS TO THE
CONSIGNED
INVENTORY RECORD. THE NORMAL USE OF
THIS PROGRAM IS TO MODIFY SUCH
INFORMATION
AS LAST SALE DATE, MTD OR YTD QUANTITIES, QUANTITY COMMITTED, OR
ACCUMULATED
VARIANCE. IF YOU MODIFY THE QUANTITY IN
STOCK OR CONSIGNED
QUANTITY,
YOU ENTER INCONSISTENCIES INTO THE SYSTEM WHICH CAN CAUSE PROBLEMS
WITH
INVENTORY RECONCILIATION.
THE
FIRST SCREEN ASKS:
T)RUCK OR W)AREHOUSE?
PRESS
{T} THEN {ENTER} TO EDIT A TRUCK
PRESS
{W} THEN {ENTER} TO EDIT A WAREHOUSE.
THE
SCREEN TELLS YOU HOW MANY TRUCKS OR WAREHOUSES THERE ARE BASED ON YOUR
CHOICE
AND ASKS YOU WHICH ONE YOU WISH TO EDIT.
TYPE IN
THE NUMBER OF THE TRUCK OR WAREHOUSE YOU WISH TO EDIT AND PRESS
{ENTER}.
IF YOU
SELECTED A TRUCK TO EDIT THE SYSTEM DISPLAYS INFORMATION FOR THE TRUCK
SELECTED.
**SCREEN
DISPLAY**
###########################################################################
SCREEN
FIELDS DESCRIPTION
###########################################################################
TRUCK
NUMBER THE NUMBER OF THE TRUCK
SELECTED AND THE NAME ASSOCIATED
WITH THAT TRUCK.
PRODUCT
NUMBER TYPE IN THE VALID PRODUCT
NUMBER FOR THE PRODUCT YOU WISH
TO EDIT AND PRESS
{ENTER}. THE SYSTEM DISPLAYS
CONSIGNMENT INFORMATION
FOR THE PRODUCT ON THE SCREEN.
THE NEXT TWO LINES ARE TO
HELP IDENTIFY THE PRODUCT. YOU
DO NOT HAVE ACCESS TO
THESE LINES. THE CURSOR MOVES TO
THE "QUANTITY"
LINE.
DESCRIPTION DESCRIPTION FOR THE PRODUCT NUMBER
SELECTED AS IT APPEARS
ON INVOICES.
CONVERSION
FACTOR HOW MANY UNITS MAKE UP A
CASE. IF THE PRODUCT IS NOT
SOLD BY CASE, THIS FIELD
DEFAULTS TO "1".
QUANTITY IF THIS IS THE FIELD YOU WISH TO EDIT, TYPE IN THE NUMBER
OF UNITS YOU WISH TO SHOW
AS QUANTITY AND PRESS {ENTER}.
IF YOU WANT TO ENTER A
CASE QUANTITY, TYPE IN THE NUMBER
OF CASES AND PRESS {PF4}
INSTEAD OF {ENTER}.
QUANTITY
COMMITTED MAINTAINED INTERNALLY BY THE
SYSTEM.
ACCUMULATED THIS NUMBER IS THE TOTAL ERROR FOR
THIS TRUCK TO DATE.
VARIANCE IT TELLS HOW MANY UNITS OF THIS
PRODUCT ARE MISSING FROM
THE LOCATION TOTAL. A
NEGATIVE VARIANCE IF POSSIBLE IF
PRODUCT IS LOADED ON A
TRUCK AND NOT ENTERED AS CONSIGNED
TO THE TRUCK. MODIFY THIS LINE AS YOU WOULD THE
"QUANTITY"
FIELD.
QUANTITY
MTD QUANTITY SOLD SO FAR FOR THE
CURRENT MONTH. MODIFY THE
SAME AS THE
"QUANTITY" FIELD.
QUANTITY
YTD QUANTITY SOLD SO FAR FOR THE
CURRENT YEAR. MODIFY THE
SAME AS THE
"QUANTITY" FIELD.
LAST
SALE DATE THE DATE THAT PRODUCT WAS
LAST SOLD FROM THIS LOCATION.
PRESS
{PF2} TO EXIT THE SCREEN. CONTINUE
EDITING CONSIGNED PRODUCT FOR THE
TRUCK
OR PRESS {PF2} WITH THE PRODUCT NUMBER LINE BLANK TO EXIT TO THE FIRST
SCREEN.
IF YOU
SELECTED A WAREHOUSE TO EDIT, THE SYSTEM DISPLAYS INFORMATION FOR THE
WAREHOUSE
SELECTED.
**SCREEN
DISPLAY**
######################################################################
SCREEN
FIELDS DESCRIPTION
######################################################################
WAREHOUSE
NUMBER THE NUMBER OF THE WAREHOUSE
SELECTED AND THE NAME
ASSOCIATED WITH THAT
TRUCK.
PRODUCT
NUMBER TYPE IN THE VALID PRODUCT
NUMBER FOR THE PRODUCT YOU WISH
TO EDIT AND PRESS {ENTER}.
THE SYSTEM DISPLAYS
CONSIGNMENT INFORMATION
FOR THE PRODUCT ON THE SCREEN.
THE NEXT TWO LINES ARE TO
HELP IDENTIFY THE PRODUCT. YOU
DO NOT HAVE ACCESS TO
THESE LINES. THE CURSOR MOVES TO
THE "QUANTITY"
LINE.
DESCRIPTION DESCRIPTION FOR THE PRODUCT NUMBER
SELECTED AS IT APPEARS
ON INVOICES.
CONVERSION
FACTOR HOW MANY UNITS MAKE UP A
CASE. IF THE PRODUCT IS NOT
SOLD BY CASE, THIS FIELD
DEFAULTS TO "1".
QUANTITY IF THIS IS THE FIELD YOU WISH TO
EDIT, TYPE IN THE NUMBER
OF UNITS YOU WISH TO SHOW
AS QUANTITY AND PRESS {ENTER}.
IF YOU WANT TO ENTER A
CASE QUANTITY, TYPE IN THE NUMBER
OF CASES AND PRESS {PF4}
INSTEAD OF {ENTER}.
QUANTITY
COMMITTED MAINTAINED INTERNALLY BY THE
SYSTEM.
ACCUMULATED THIS NUMBER IS THE TOTAL ERROR FOR
THIS WAREHOUSE TO
VARIANCE DATE. IT TELLS HOW MANY
UNITS OF THIS PRODUCT ARE
MISSING FROM THE LOCATION
TOTAL. A NEGATIVE VARIANCE IF
POSSIBLE IF PRODUCT IS
LOADED ON A TRUCK AND NOT ENTERED
AS CONSIGNED TO THE
TRUCK. MODIFY THIS FIELD AS YOU
WOULD THE
"QUANTITY" FIELD.
QUANTITY
MTD QUANTITY SOLD SO FAR FOR THE
CURRENT MONTH. MODIFY THE
SAME AS THE
"QUANTITY" FIELD.
QUANTITY
YTD QUANTITY SOLD SO FAR FOR THE
CURRENT YEAR. MODIFY THE
SAME AS THE
"QUANTITY" FIELD.
LAST
SALE DATE THE DATE THAT PRODUCT WAS
LAST SOLD FROM THIS LOCATION.
QUANTITY
CONSIGNED THE QUANTITY OF PRODUCT THAT
IS CONSIGNED TO TRUCKS FROM
THIS WAREHOUSE.
PRESS
{PF2} TO EXIT THE SCREEN. CONTINUE
EDITING CONSIGNED PRODUCT FOR THE
WAREHOUSE
OR PRESS {PF2} WITH THE PRODUCT NUMBER LINE BLANK TO EXIT TO THE
FIRST
SCREEN.
5.4.3 RELIEVE CONSIGNMENT
THIS
PROGRAM IS USED TO TRANSFER PRODUCT FROM ONE TRUCK TO ANOTHER, FROM ONE
WAREHOUSE
TO ANOTHER, OR FROM A WAREHOUSE OR TRUCK BACK TO PRIMARY
INVENTORY(TAKE
OUT OF CONSIGNMENT). THIS PROGRAM IS
NOT NORMALLY USED TO
CONSIGN
PRODUCT, THIS IS DONE WITH THE "CONSIGN INVENTORY" PROGRAM.(5.4.1)
THE
SYSTEM DISPLAY A BLANK INPUT SCREEN AND TELLS YOU HOW MANY WAREHOUSES AND
TRUCKS
THERE ARE. WHEN YOU TYPE IN THE PRODUCT
NUMBER AND PRESS {ENTER}.
THE
SYSTEM FILLS IN INFORMATION FOR THE PRODUCT SELECTED.
**SCREEN
DISPLAY**
######################################################################
SCREEN
FIELDS DESCRIPTION
######################################################################
PRODUCT
NUMBER TYPE IN THE PRODUCT NUMBER
YOU WISH TO MOVE AND PRESS
{ENTER}. THE SCREEN
DISPLAYS INFORMATION FOR THE PRODUCT
NUMBER SELECTED.
DESCRIPTION DESCRIPTION OF THE PRODUCT.
MASTER
WAREHOUSE TOTAL QUANTITY IN
INVENTORY.(ALL WAREHOUSES ALL TRUCKS)
QTY
FROM
(W/T) THIS FIELD TELLS THE
SYSTEM WHETHER YOU ARE MOVING
PRODUCT FROM A WAREHOUSE
OR A TRUCK. WHEN YOU PRESS {W}
THEN {ENTER}. THE LINE BELOW(WHICH WAS BLANK) DISPLAYS:
"WAREHOUSE
NUMBER". IF YOU PRESS {T} THEN
{ENTER}, THE
LINE DISPLAYS: "TRUCK NUMBER". ON THIS LINE, TYPE IN
THE WAREHOUSE OR TRUCK
NUMBER THE PRODUCT IS BEING TAKEN
FROM AND PRESS
{ENTER}. THE COMPUTER NOW DISPLAYS THE
NAME OF THE WAREHOUSE OR TRUCK TO THE RIGHT IN
INVERSE
VIDEO.
STOCK
QUANTITY THE QUANTITY OF THIS
PRODUCT THAT IS CURRENTLY IN STOCK
IN THE WAREHOUSE OR TRUCK
SELECTED.
NON-CONSIGNED THE QUANTITY OF THIS PRODUCT THAT IS
NOT CONSIGNED IN THE
WAREHOUSE OR TRUCK AND IS
AVAILABLE FOR MOVEMENT.
TO -
WAREHOUSE NO. THE DESTINATION
WAREHOUSE. TYPE IN THE WAREHOUSE NUMBER
YOU WISH THE STOCK MOVED
TO AND PRESS {ENTER}.
NOTE: THERE IS NO FIELD FOR MOVING PRODUCT TO A
TRUCK. IF YOU WISH TO MOVE PRODUCT FROM ONE TRUCK
TO ANOTHER, IT MUST
FIRST BE MOVED BACK TO THE
WAREHOUSE. IT MAY THEN BE CONSIGNED TO THE NEW
TRUCK.
STOCK
QUANTITY THE QUANTITY OF THIS
PRODUCT IN STOCK IN THE DESTINATION
WAREHOUSE. SOME OR ALL OF THIS NUMBER MAY BE CONSIGNED
TO A TRUCK.
QUANTITY
TO MOVE TYPE IN THE AMOUNT OF THE
PRODUCT YOU WISH MOVED FROM THE
SELECTED WAREHOUSE OR
TRUCK TO THE DESTINATION WAREHOUSE
AND PRESS {ENTER}. REMEMBER, PRODUCT IS ALWAYS MOVED IN
UNITS, UNLESS YOU SELECT TO MOVE PRODUCT IN CASES BY
TYPING THE CASE COUNT AND
PRESSING {PF4} INSTEAD OF
{ENTER}.
5.4.4 UPDATE CONSIGNED INVENTORY
THE
UPDATE CONSIGNED INVENTORY PROGRAM IS USED TO UPDATE YOUR CONSIGNED
INVENTORY
AFTER A MANUAL INVENTORY IS MADE OF THE TRUCK OR WAREHOUSE.
MDS
SUGGESTS THAT YOU PRODUCE AN INVENTORY WORK SHEET FOR THE TRUCK OR
WAREHOUSE
USING THE "PRINT WORK SHEET"(5.A.8) PROGRAM.
THE
SYSTEM DISPLAYS AN INPUT SCREEN. THE
FIRST LINE OF THE SCREEN TELLS YOU
HOW
MANY WAREHOUSES AND TRUCKS ARE IN THE SYSTEM.
**SCREEN
DISPLAY**
######################################################################
SCREEN
FIELDS DESCRIPTION
######################################################################
'T'RUCK
OR TO UPDATE QUANTITIES FIRST
TELL THE COMPUTER WHETHER YOU
'W'AREHOUSE ARE UPDATING A TRUCK OR WAREHOUSE BY
PRESSING {T} OR {W}
THEN {ENTER}. THE SYSTEM DISPLAYS "TRUCK NUMBER"
OR
"WAREHOUSE
NUMBER" ON THE NEXT LINE BASED ON YOUR
SELECTION. TYPE IN THE NUMBER OF THE TRUCK OR WAREHOUSE
YOU WISH TO UPDATE AND
PRESS {ENTER}.
PRODUCT
NUMBER TYPE IN THE PRODUCT NUMBER YOU WISH TO UPDATE FOR THE
TRUCK OR WAREHOUSE
SELECTED AND PRESS {ENTER}. THE
SYSTEM FILLS IN
INFORMATION FOR THE PRODUCT.
DESCRIPTION A DESCRIPTION OF THE PRODUCT
SELECTED.
COMMENT DISPLAY OF THE COMMENT IF ANY
FROM "ADD/EDIT PRODUCT".
QUANTITY
IN STOCK THE TOTAL NUMBER OF PRODUCT
IT THINKS IS AT THIS
LOCATION.
SALE
UNIT HOW THE UNITS IS
PRIMARILY SOLD. UNITS ONLY, PRIMARILY
BY UNITS OR PRIMARILY BY CASE.
UNITS
PER CASE NUMBER OF UNITS PER CASE
OF PRODUCT.
UNIT
COST INVENTORY COST PER UNIT.
COST OF
MERCHANDISE TOTAL COST OF ALL UNITS IN STOCK.
"QUANTITY IN STOCK"
MULTIPLIED BY THE
"UNIT COST".
CASES
COUNTED TYPE IN THE NUMBER OF ANY
CASES COUNTED AND PRESS
{ENTER}.
UNITS
COUNTED TYPE IN THE NUMBER OF ANY
UNITS COUNTED AND PRESS
{ENTER}. IF THE PRODUCT IS ONLY SOLD IN UNITS, YOU
ARE
ONLY ABLE TO ENTER UNITS.
TOTAL
UNITS COUNTED THE TOTAL OF CASES COUNTED AND UNITS COUNTED AS
CALCULATED BY THE SYSTEM
USING THE UNITS PER CASE TO
CONVERT CASES TO UNITS.
CORRECTED
COST THE UPDATED COST AS CALCULATED
BY THE SYSTEM.
INVENTORY
GAIN/LOSS THE GAIN OR LOSS OF INVENTORY AS CALCULATED BY THE
SYSTEM.
TO
RECORD THE CHANGES PRESS {PF2}. YOU MAY
NOW UPDATE ANOTHER PRODUCT OR
PRESS
{PF2} AT A BLANK INPUT SCREEN TO EXIT THE PROGRAM.
THE
SYSTEM ASKS:
DO YOU WANT TO PRINT THE VARIANCE REPORT
(Y/N) ?
PRESS
{Y} THEN {ENTER} IF YOU WANT THE REPORT.
PRESS {N} THEN {ENTER} IF YOU
DO NOT
WANT THE REPORT.
5.4.5 CHECK CONSIGNED INVENTORY
THE
CHECK CONSIGNED PROGRAM IS USED TO VERIFY THE CONSISTENCY OF THE
CONSIGNED
INVENTORY SYSTEM. THE PROGRAM SHOULD BE
RUN ONCE DURING THE NORMAL
MONTH
END CLOSE PROCEDURE TO CHECK YOUR INVENTORY FOR CONSISTENCY.
WHEN
YOU RUN THE PROGRAM AS PART OF YOUR MONTH END CLOSE PROCEDURE, MAKE SURE
YOU RUN
THE "UPDATE INVENTORY"(5.7) AND THE "UPDATE CONSIGNED
INVENTORY"(5.4.4)
BEFORE RUNNING THE PROGRAM. YOU SHOULD
ALSO RUN ALL
INVENTORY
OR CONSIGNED INVENTORY RELATED REPORTS BEFORE RUNNING THIS PROGRAM.
THE
SCREEN DISPLAYS THE MESSAGE:
THIS PROGRAM WILL CHECK TRUCK AND
WAREHOUSE INVENTORY INCONSISTENCY AND
MAKE JOURNAL ENTRY FOR YOU.
AND
ASKS:
DO YOU WANT TO CONTINUE (Y/N) ?
PRESS
{N} THEN ENTER} IF YOU DO NOT WISH TO CONTINUE. YOU ARE RETURNED TO
THE "CONSIGNED
INVENTORY MENU".
PRESS
{Y} THEN {ENTER} IF YOU WISH TO CONTINUE.
THE SCREEN DISPLAYS:
DO YOU WANT TO PRINT THE VARIANCE REPORT
(Y/N) ?
PRESS
{Y} THEN {ENTER} IF YOU WANT THE VARIANCE REPORT PRINTED. PRESS {N}
THEN
{ENTER} IF YOU DO NOT WANT THE VARIANCE REPORT PRINTED.
5.4.A REPORTS MENU
THE
CONSIGNMENT REPORT MENU IS A SEPARATE MENU CONTAINING PROGRAMS TO
GENERATE
REPORTS FOR TRACKING THE CONSIGNMENT INVENTORY.
**SCREEN
DISPLAY**
5.4.A.1 PRINT WAREHOUSES
THE
"PRINT WAREHOUSES" PROGRAM IS USED TO PROVIDE YOU WITH INFORMATION ON
WHAT
PRODUCT IS IN STOCK, THE QUANTITY CONSIGNED FROM THE WAREHOUSE,
VARIANCES,
LAST SALES DATES, AND VARIOUS OTHER INFORMATION AVAILABLE FROM THE
CONSIGNED
INVENTORY SYSTEM.
WHEN
YOU ENTER THIS PROGRAM, THE SCREEN DISPLAYS HOW MANY WAREHOUSES ARE
DEFINED
IN THE SYSTEM.
THE
PROGRAM GIVES THREE LEVELS OF RESTRICTING THE PRINTOUT.
THE
FIRST LIMIT IS BY WAREHOUSE.
ENTER WAREHOUSE NUMBER OR <ENTER>
FOR ALL
IF YOU
WISH THE PRINTOUT FOR A SINGLE WAREHOUSE, TYPE IN THE WAREHOUSE NUMBER
AND
PRESS {ENTER}. OTHERWISE PRESS {ENTER} TO PRINT ALL WAREHOUSES.
THE
SECOND LIMIT IS BY CATEGORY.
ENTER CATEGORY NUMBER TO PRINT
('ENTER'--ALL)
IF YOU
WANT TO PRINTOUT FOR A SINGLE CATEGORY, TYPE IN THE CATEGORY NUMBER
AND
PRESS {ENTER}. OTHERWISE PRESS {ENTER}
TO PRINT ALL CATEGORIES.
THE
THIRD LIMIT IS BY PRODUCT NUMBER.
ENTER STARTING PRODUCT NUMBER
IF YOU
WANT TO LOOK AT A SPECIFIC RANGE OF PRODUCT NUMBERS, TYPE IN THE
NUMBER
OF THE PRODUCT YOU WISH TO START WITH AND PRESS {ENTER}.
ENTER ENDING PRODUCT NUMBER
TYPE IN
THE NUMBER OF THE PRODUCT YOU WISH TO END THE PRINTOUT WITH AND PRESS
{ENTER}.
IF YOU
DO NOT WANT TO LIMIT THE PRODUCT
NUMBERS LISTED, PRESS {ENTER} AT THE
STARTING
PRODUCT NUMBER AND ENDING PRODUCT NUMBER LINES.
ONCE
THE REPORT FINISHES PROCESSING THE "REPORT SELECTIONS MENU" APPEARS.
5.4.A.2 PRINT TRUCKS
THE
"PRINT TRUCKS" PROGRAM IS USED TO PROVIDE YOU WITH INFORMATION ON
WHAT
PRODUCT
IS IN STOCK IN A TRUCK. THE INFORMATION
IS SIMILAR TO THAT SUPPLIED
BY THE
"PRINT WAREHOUSE" PROGRAM.
WHEN
YOU ENTER THIS PROGRAM, THE SCREEN DISPLAY HOW MANY WAREHOUSES ARE
DEFINED
IN THE SYSTEM.
THE
PROGRAM GIVES THREE LEVELS OF RESTRICTING THE PRINTOUT.
THE
FIRST LIMIT IS BY TRUCK.
ENTER TRUCK NUMBER OR <ENTER> FOR
ALL
IF YOU
WISH THE PRINTOUT FOR A SINGLE TRUCK, TYPE IN THE TRUCK NUMBER AND
PRESS
{ENTER}. OTHERWISE PRESS ENTER} TO PRINT ALL TRUCKS.
THE
SECOND LIMIT IS BY CATEGORY.
ENTER CATEGORY NUMBER TO PRINT ('ENTER'--ALL)
IF YOU
WANT TO PRINTOUT FOR A SINGLE CATEGORY, TYPE IN THE CATEGORY NUMBER
AND
PRESS {ENTER}. OTHERWISE PRESS {ENTER}
TO PRINT ALL CATEGORIES.
THE
THIRD LIMIT IS BY PRODUCT NUMBER.
ENTER STARTING PRODUCT NUMBER
IF YOU
WANT TO LOOK AT A SPECIFIC RANGE OF PRODUCT NUMBERS, TYPE IN THE
NUMBER
OF THE PRODUCT YOU WISH TO START WITH AND PRESS {ENTER}.
ENTER ENDING PRODUCT NUMBER
TYPE IN
THE NUMBER OF THE PRODUCT YOU WISH TO END THE PRINTOUT WITH AND PRESS
{ENTER}.
IF YOU
DO NOT WANT TO LIMIT THE PRODUCT
NUMBERS LISTED, PRESS {ENTER} AT THE
STARTING
PRODUCT NUMBER AND ENDING PRODUCT NUMBER LINES.
ONCE
THE REPORT FINISHES PROCESSING THE "REPORT SELECTIONS MENU" APPEARS.
5.4.A.3 CONSIGNMENT REPORT
THE
"CONSIGNMENT REPORT" PROVIDES INFORMATION ON WHAT PRODUCT IS
CONSIGNED,
WHAT
WAREHOUSE IT IS CONSIGNED FROM, AND THE FINAL LOCATION OF THE PRODUCT.
**SCREEN
DISPLAY**
PRESS
{1} THEN {ENTER} IF YOU WISH TO PRINT THE REPORT BY DATE. TYPE IN THE
STARTING
DATE AND PRESS {ENTER}. TYPE IN THE
ENDING DATE AND PRESS {ENTER}.
ONLY
CONSIGNMENT TRANSACTIONS MADE BETWEEN THE STARTING AND ENDING DATE ARE
INCLUDED
IN THE REPORT.
PRESS
{2} THEN {ENTER} IF YOU WISH TO PRINT THE REPORT BY PRODUCT NUMBER.
TYPE IN
THE PRODUCT NUMBER AND PRESS {ENTER}.
ONLY CONSIGNMENTS OF THE
PRODUCT
NUMBER SELECTED ARE PRINTED.
PRESS
{3} THEN {ENTER} IF YOU WISH TO PRINT THE REPORT BY WAREHOUSE NUMBER.
TYPE IN
THE WAREHOUSE NUMBER AND PRESS {ENTER}.
ONLY CONSIGNMENT FROM THE
WAREHOUSE
SELECTED ARE PRINTED.
PRESS
{4} THEN {ENTER} IF YOU WISH TO PRINT THE REPORT BY TRUCK NUMBER. TYPE
IN THE
TRUCK NUMBER AND PRESS {ENTER}. ONLY
ENTRIES REMOVING PRODUCT FROM
THE
SELECTED TRUCK AND RETURNING IT TO A WAREHOUSE ARE PRINTED.
PRESS
{5} THEN {ENTER} IF YOU WISH TO PRINT THE REPORT BY TYPE "R". TYPE "C"
"CONSIGN"
FOR PRODUCTS MOVED WITH "CONSIGN INVENTORY"OR "RELIEVE" FOR
PRODUCTS
MOVED WITH "RELIEVE INVENTORY" AND PRESS {ENTER}.
YOU ARE
ASKED:
DO YOU WANT TO KILL THE CONSIGNMENT FILE
(Y/N) ?
PRESS
{Y} THEN {ENTER} IF YOU WISH TO DELETE THE CONSIGNMENT FILE.
PRESS
{N} THEN {ENTER} IF YOU WISH TO KEEP THE CONSIGNMENT FILE. IF YOU KEEP
THE
CONSIGNMENT FILE ALL CONSIGNMENTS PRINT EACH TIME YOU SELECT THE REPORT.
MDS
RECOMMENDS THAT YOU KILL THE CONSIGNMENT FILE AT LEAST ONCE A MONTH.
POSSIBLY
AS PART OF A MONTH END CLOSING PROCEDURE.
ONCE
THE REPORT FINISHES PROCESSING THE "REPORT SELECTIONS MENU" APPEARS.
5.4.A.4 CONSIGNMENT VARIANCE
THE
"CONSIGNMENT VARIANCE" REPORT IS DESIGNED TO PROVIDE A DETAILED RECORD
OF
ANY
DISCREPANCIES BETWEEN WHAT THE COMPUTER CALCULATES SHOULD BE AT A
LOCATION
AND WHAT A MANUAL INVENTORY REVEALS TO BE AT THAT LOCATION.
**SCREEN
DISPLAY**
PRESS
{1} THEN {ENTER} IF YOU WISH TO PRINT THE REPORT BY DATE. TYPE IN THE
STARTING
DATE AND PRESS {ENTER}. TYPE IN THE
ENDING DATE AND PRESS {ENTER}.
ONLY
CONSIGNMENT TRANSACTIONS MADE BETWEEN THE STARTING AND ENDING DATE ARE
INCLUDED
IN THE REPORT.
PRESS
{2} THEN {ENTER} IF YOU WISH TO PRINT THE REPORT BY PRODUCT NUMBER.
TYPE IN
THE PRODUCT NUMBER AND PRESS {ENTER}.
ONLY CONSIGNMENTS OF THE
PRODUCT
NUMBER SELECTED ARE PRINTED.
PRESS
{3} THEN {ENTER} IF YOU WISH TO PRINT THE REPORT BY WAREHOUSE NUMBER.
TYPE IN
THE WAREHOUSE NUMBER AND PRESS {ENTER}.
ONLY CONSIGNMENT FROM THE
WAREHOUSE
SELECTED ARE PRINTED.
PRESS
{4} THEN {ENTER} IF YOU WISH TO PRINT THE REPORT BY TRUCK NUMBER. TYPE
IN THE
TRUCK NUMBER AND PRESS {ENTER}. ONLY
ENTRIES REMOVING PRODUCT FROM
THE
SELECTED TRUCK AND RETURNING IT TO A WAREHOUSE ARE PRINTED.
PRESS
{5} THEN {ENTER} IF YOU WISH TO PRINT THE REPORT BY TYPE "R". TYPE "C"
"CONSIGN"
FOR PRODUCTS MOVED WITH "CONSIGN INVENTORY"OR "RELIEVE" FOR
PRODUCTS
MOVED WITH "RELIEVE INVENTORY" AND PRESS {ENTER}.
YOU ARE
ASKED:
DO YOU WANT TO KILL THE VARIANCE FILE (Y/N)
?
PRESS
{Y} THEN {ENTER} IF YOU WISH TO DELETE THE VARIANCE FILE.
PRESS
{N} THEN {ENTER} IF YOU WISH TO KEEP THE VARIANCE FILE. IF YOU KEEP
THE
VARIANCE FILE ALL VARIANCES PRINT EACH TIME YOU SELECT THE REPORT. MDS
RECOMMENDS
THAT YOU KILL THE VARIANCE FILE AT LEAST ONCE A MONTH. POSSIBLY
AS PART
OF A MONTH END CLOSING PROCEDURE.
ONCE
THE REPORT FINISHES PROCESSING THE "REPORT SELECTIONS MENU" APPEARS.
5.4.B EXTENSION MENU
THE
CONSIGNMENT EXTENSION MENU CONTAINS INITIALIZATION PROGRAMS GENERALLY
USED
ONLY WHEN FIRST SETTING UP THE SYSTEM OR WHEN ADDING NEW TRUCKS OR
WAREHOUSE
LOCATIONS TO THE SYSTEM.
**SCREEN
DISPLAY**
5.4.B.1 DEFINE WAREHOUSE
THE
"DEFINE WAREHOUSE" PROGRAM IS USED BY "CONSIGNED INVENTORY"
TO DEFINE TO
THE
SYSTEM ALL WAREHOUSES WHICH ARE USED BY A COMPANY.
SELECT
THIS OPTION IF YOU WISH TO ADD A NEW WAREHOUSE TO THE SYSTEM OR TO
EDIT A
WAREHOUSE ALREADY IN THE SYSTEM.
**SCREEN
DISPLAY**
THE
NEXT AVAILABLE WAREHOUSE NUMBER IS DISPLAYED AT THE TOP OF THE SCREEN.
TO ENTER
A NEW WAREHOUSE, PRESS {ENTER}.
TO EDIT
AN EXISTING WAREHOUSE, TYPE IN THE WAREHOUSE NUMBER AND PRESS
{ENTER}.
**SCREEN
DISPLAY**
######################################################################
SCREEN
FIELDS DESCRIPTION
######################################################################
WAREHOUSE
NAME WAREHOUSE NAME OR DESCRIPTION
TO IDENTIFY THE WAREHOUSE.
ADDRESS THE PHYSICAL ADDRESS OF THE
WAREHOUSE.
CITY ST
ZIP THE CITY, STATE AND ZIP-CODE
OF THE WAREHOUSE LOCATION.
PHONE THE TELEPHONE NUMBER OF THE
WAREHOUSE LOCATION.
MANAGERS
NAME THE NAME OF THE PERSON
MANAGING THE WAREHOUSE LOCATION.
COMMENT LINES PROVIDED FOR ANY COMMENTS
THAT YOU WISH RECORDED AS
PART OF THE WAREHOUSE
RECORD.
INITIALIZE
(Y/N) THIS IS A YES/NO SWITCH THAT
INDICATES IF THE DATABASE
FOR THIS WAREHOUSE SHOULD
BE INITIALIZED. WHEN YOU
DEFINE A NEW WAREHOUSE THE
SWITCH DEFAULTS TO "Y". IF
YOU ARE EDITING AN
EXISTING WAREHOUSE THE SWITCH DEFAULTS
TO "N".
WHEN
YOU FINISH ENTERING INFORMATION PRESS {PF2} TO ACCEPT.
IF YOU
EDITED A WAREHOUSE YOU ARE RETURNED TO THE FIRST SCREEN OF THE
PROGRAM. YOU MAY EDIT OR ENTER ANOTHER WAREHOUSE OR
PRESS {PF2} TO EXIT. IF
YOU
ACCIDENTALLY SET THE SWITCH TO "Y" FOR AN EXISTING WAREHOUSE YOU ARE
WARNED
THAT ALL EXISTING DATA ON THE WAREHOUSE WILL BE LOST AND ASKED IF YOU
ARE SURE
YOU WANT TO CONTINUE. PRESSING ANY KEY
OTHER THAN {Y} RETURNS YOU
TO THE
FIRST SCREEN OF THE PROGRAM.
IF YOU
ADDED A WAREHOUSE THE SCREEN DISPLAYS:
INITIALIZING RECORD : XXXX
THIS
TELLS YOU THE SYSTEM IS WORKING AND NOT STUCK.
WHEN IT FINISHES THE
INITIALIZATION
PROCESS YOU ARE RETURNED TO THE FIRST SCREEN.
YOU MAY EDIT OR
ENTER
ANOTHER WAREHOUSE OR PRESS {PF2} TO EXIT.
5.4.B.2 DEFINE TRUCK
THE
"DEFINE TRUCK" PROGRAM IS USED BY THE "CONSIGNED INVENTORY"
SYSTEM TO
DEFINE
TO THE SYSTEM ALL TRUCKS WHICH ARE USED BY A COMPANY.
SELECT
THIS OPTION IF YOU WISH TO ADD A NEW TRUCK TO THE SYSTEM OR TO EDIT A
TRUCK
ALREADY IN THE SYSTEM.
**SCREEN
DISPLAY**
THE
NEXT AVAILABLE TRUCK NUMBER IS DISPLAYED AT THE TOP OF THE SCREEN.
THE
ENTER A NEW TRUCK, PRESS {ENTER}.
TO EDIT
AN EXISTING TRUCK, TYPE IN THE TRUCK NUMBER AND PRESS {ENTER}.
**SCREEN
DISPLAY**
######################################################################
SCREEN
FIELDS DESCRIPTION
######################################################################
DRIVERS
NAME DRIVERS NAME OR DESCRIPTION
TO IDENTIFY THE TRUCK.
TRUCK
LICENSE NO THE LICENSE NUMBER OF THE
TRUCK.
MILEAGE
TOTAL TOTAL MILEAGE ON THE TRUCK.
MILEAGE
MTD TOTAL MILEAGE FOR THE MONTH.
TOTAL
FUEL USED AMOUNT OF FUEL USED FOR
THE MONTH.
FUEL
USED MTD TOTAL OF FUEL USED FOR
THE MONTH-TO-DATE.
EMPLOYEE
NO EMPLOYEE NUMBER OF THE DRIVER
FROM THE PAYROLL SYSTEM.
SALESMAN
NO SALESMAN NUMBER FOR THE
DRIVER FORM THE SALESMAN FILE.
ROUTE
NO ROUTE NUMBER OF THE TRUCK.
AVERAGE
MILEAGE AVERAGE MILEAGE FOR THE
TRUCK PER MONTH.
WAREHOUSE
NO THE NUMBER OF THE WAREHOUSE
THAT THIS TRUCK IS ASSIGNED
TO. THIS VERY IMPORTANT NUMBER IS USED BY THE
"CONSIGNED
INVENTORY" SYSTEM TO
RELEASE CONSIGNED PRODUCT FORM
INVENTORY.
INITIALIZE
(Y/N) THIS IS A YES/NO SWITCH THAT
TELLS THE COMPUTER IF THE
DATABASE FOR THIS TRUCK SHOULD BE INITIALIZED. WHEN YOU
DEFINE A NEW TRUCK THE
SWITCH DEFAULTS TO "Y". IF
YOU
ARE EDITING AN EXISTING
TRUCK THE SWITCH DEFAULTS TO "N".
WHEN
YOU FINISH ENTERING INFORMATION PRESS {PF2} TO ACCEPT.
IF YOU
EDITED A TRUCK YOU ARE RETURNED TO THE FIRST SCREEN OF THE PROGRAM.
YOU MAY
EDIT OR ENTER ANOTHER TRUCK OR PRESS {PF2} TO EXIT. IF YOU
ACCIDENTALLY
SET THE SWITCH TO "Y" FOR AN EXISTING TRUCK YOU ARE WARNED THAT
ALL
EXISTING DATA ON THE TRUCK WILL BE LOST AND ASKED IF YOU ARE SURE YOU
WANT TO
CONTINUE. PRESSING ANY KEY OTHER THAN
{Y} RETURNS YOU TO THE FIRST
SCREEN
OF THE PROGRAM.
IF YOU
ADDED A TRUCK THE SCREEN DISPLAYS:
INITIALIZING RECORD : XXXX
THIS
MESSAGE INDICATES THAT THE SYSTEM IS WORKING.
WHEN IT FINISHES THE
INITIALIZATION
PROCESS, YOU ARE RETURNED TO THE FIRST SCREEN.
YOU MAY EDIT
OR
ENTER ANOTHER TRUCK OR PRESS {PF2} TO EXIT.
5.4.B.3 CLOSE CONSIGNED INVENTORY
THE
"CLOSE CONSIGNED INVENTORY" PROGRAM IS USED TO CLOSE OUT THE
CONSIGNMENT
QUANTITY
MONTH TO DATE SALES INFORMATION MAINTAINED FOR EACH PRODUCT FOR
TRUCKS
AND WAREHOUSES
YOU ARE
GIVEN TWO OPTIONS WHEN YOU ENTER THIS PROGRAM:
**SCREEN
DISPLAY**
PRESS
{1} THEN {ENTER} IF YOU ARE CLOSING THE MONTH.
THIS ZEROES THE MONTH
TO DATE
VOLUME, MONTH TO DATE SALES AND MONTH TO DATE COST OF ALL PRODUCTS IN
CONSIGNED
INVENTORY.
PRESS
{2} THEN {ENTER} IF YOU ARE CLOSING THE YEAR.
THIS ZEROES BOTH THE
MONTH
TO DATE AND YEAR TO DATE CONSIGNED INVENTORY FIGURES FOR VOLUME, SALES
AND
COST.
5.5 ENTER SHIPPED PRODUCT
THE
"ENTER SHIPPED PRODUCT" PROGRAM REMOVES PRODUCTS FROM STOCK AND
UPDATES
THE
SALES AND COST FIGURES FOR THAT SPECIFIC PRODUCT NUMBER. PRODUCTS THAT
ARE
REMOVED FORM INVENTORY WITH THIS PROGRAM DO NOT APPEAR ON ANY PRODUCT
SALES
REPORTS AND NO INVOICE IS PRODUCED. IT
IS ONLY USED TO MAINTAIN
INVENTORY
WHEN NOT UTILIZING THE INVOICING SECTION OF THE MDS SYSTEM.
THIS
PROGRAM IS SELDOM NEEDED. IT IS NOT
INTENDED FOR INTERACTIVE USE WITH
THE
OTHER SYSTEMS AND YOU SHOULD MAKE JOURNAL ENTRY TO UNDATE COST OF
INVENTORY.
ONLY
THE FIRST AND LAST TWO LINES OF THE INPUT PAGE MAY BE CHANGED. THE
OTHER
LINES ARE TO ASSIST IN LOCATING THE CORRECT PRODUCT NUMBER. IF CASE
PRICING
IS ENABLED, CASE QUANTITIES AND PRICES ARE SHOWN IN INVERSE VIDEO
ADJACENT
TO THE UNIT PRICES AND QUANTITIES.
**SCREEN
DISPLAY**
######################################################################
SCREEN
FIELDS DESCRIPTION
######################################################################PRODUCT
NUMBER TYPE IN THE NUMBER OF THE
PRODUCT SHIPPED AND PRESS
{ENTER}. WHEN A VALID PRODUCT NUMBER IS ENTERED THE
CURSOR MOVES TO THE
"QUANTITY SHIPPED" LINE.
DESCRIPTION DESCRIPTION OF THE PRODUCT.
QUANTITY
IN STOCK THE TOTAL COUNT OF THIS
PRODUCT IN STOCK FOR THIS PRODUCT
NUMBER.
QUANTITY
COMMITTED THIS FIELD SHOWS THE NUMBER
OF ITEMS THAT ARE COMMITTED
FOR SALE INVENTORY, BUT
WHICH HAVE NOT YET HAD AN INVOICE
PRINTED AND ARE NOT
SHIPPED. THIS NUMBER IS USED TO
PREVENT THE COMPUTER FROM
ALLOCATING THE SAME PRODUCTS TO
TWO DIFFERENT CUSTOMERS
BEFORE THE PRODUCTS ARE REMOVED
FROM STOCK.
QUANTITY
ORDERED THE NUMBER OF PRODUCTS THAT
RE ORDERED BUT NOT RECEIVED.
THIS PREVENTS YOU FROM
ACCIDENTALLY ORDERING THE SAME
PRODUCT TWICE BY
FORGETTING THAT YOU PLACED AN ORDER.
SALE
DATE THE SYSTEM DATE.
LIST
PRICE #1-5 DISPLAY OF THE LIST PRICE
FOR THE PRODUCT AS ENTERED IN
"ADD/EDIT
PRODUCT". THIS INFORMATION IS USED
IN ENTERING
THE "PRICE LEVEL" BELOW.
QUANTITY
SHIPPED TYPE IN THE QUANTITY SHIPPED
AND PRESS {ENTER}. THE
SYSTEM ASSUMES THAT YOU
ARE SHIPPING BY THE DEFAULT TYPE
WHETHER IT BE UNIT OR
CASE. TO CHANGE FROM UNIT TO CASE
OR CASE TO UNIT, TYPE IN
THE QUANTITY AND PRESS {PF4}.
PRICE
LEVEL TYPE IN THE NUMBER OF THE
"LIST PRICE" THAT THE PRODUCT
IS TO BE SOLD AT AND PRESS
{ENTER}.
PRESS
{PF2} TO REMOVE THE PRODUCT FROM INVENTORY AND UPDATE THE SALES
INFORMATION
FOR THE PRODUCT.
YOU MAY
ENTER ANOTHER PRODUCT TO SHIP OR PRESS {PF2} TO EXIT THE PROGRAM.
5.6 UNUSED
5.7 UPDATE INVENTORY
THE
"UPDATE INVENTORY" PROGRAM IS USED TO CORRECT INVENTORY IN THE
COMPUTER
TO MATCH
THAT FOUND IN A MANUAL COUNT OF INVENTORY.
WHILE OTHER PROGRAMS CAN
BE USED
CORRECT INVENTORY COUNT. THEY DO NOT PRINT AN INVENTORY VARIANCE
REPORT.
**SCREEN
DISPLAY**
######################################################################
SCREEN
FIELDS DESCRIPTION
######################################################################PRODUCT
NUMBER TYPE IN THE PRODUCT NUMBER YOU
WISH TO UPDATE AND PRESS
{ENTER}. THE SYSTEM FILLS IN INFORMATION FOR THE
PRODUCT.
DESCRIPTION A DESCRIPTION OF THE PRODUCT
SELECTED.
COMMENT DISPLAY OF THE COMMENT IF ANY
FROM "ADD/EDIT PRODUCT".
QUANTITY
IN STOCK THE TOTAL NUMBER OF PRODUCT
THE SYSTEM THINKS IS IN
STOCK.
SALE
UNIT HOW THE UNITS IS
PRIMARILY SOLD. UNITS ONLY, PRIMARILY
BY UNITS OR PRIMARILY BY
CASE.
UNITS
PER CASE NUMBER OF UNITS PER CASE
OF PRODUCT.
UNIT
COST INVENTORY COST PER UNIT.
COST OF
MERCHANDISE TOTAL COST OF ALL UNITS IN STOCK.
"QUANTITY IN STOCK"
MULTIPLIED BY THE
"UNIT COST".
CASES
COUNTED TYPE IN THE NUMBER OF ANY
CASES COUNTED AND PRESS
{ENTER}.
UNITS
COUNTED TYPE IN THE NUMBER OF ANY UNITS COUNTED AND PRESS
{ENTER}. IF THE PRODUCT IS ONLY SOLD IN UNITS, YOU
ARE
ONLY ABLE TO ENTER UNITS.
TOTAL
UNITS COUNTED THE TOTAL OF CASES COUNTED AND UNITS COUNTED AS
CALCULATED BY THE SYSTEM USING THE UNITS PER CASE TO
CONVERT CASES TO UNITS.
CORRECTED
COST THE UPDATED COST AS CALCULATED
BY THE SYSTEM.
INVENTORY
GAIN/LOSS THE GAIN OR LOSS OF INVENTORY AS CALCULATED BY THE
SYSTEM.
TO
RECORD THE CHANGES PRESS {PF2}. YOU MAY
NOW UPDATE ANOTHER PRODUCT OR
PRESS
{PF2} AT A BLANK INPUT SCREEN TO EXIT THE PROGRAM.
THE
SYSTEM ASKS:
DO YOU WANT TO PRINT THE VARIANCE REPORT
(Y/N) ?
PRESS
{Y} THEN {ENTER} IF YOU WANT THE REPORT.
PRESS {N} THEN {ENTER} IF YOU
DO NOT
WANT THE REPORT.
ONCE
THE REPORT FINISHES PROCESSING THE "REPORT SELECTIONS MENU" APPEARS.
5.8 VIEW PRODUCT
THE
"VIEW PRODUCT" PROGRAM IS USED TO DISPLAY INFORMATION MAINTAINED ON
PRODUCTS
WITHOUT PROVIDING THE OPPORTUNITY OF ACCIDENTALLY CHANGING THE
INFORMATION. THE ESSENTIAL INFORMATION FROM
"ADD/EDIT PRODUCT" PLUS GROSS
PROFIT
INFORMATION IS DISPLAYED IN A ONE SCREEN FORMAT.
THE
FIRST SCREEN OF THIS PROGRAM ASKS YOU TO:
ENTER PRODUCT NUMBER TO VIEW
TYPE IN
THE NUMBER OF THE PRODUCT YOU WISH TO VIEW AND PRESS {ENTER}.
**SCREEN
DISPLAY**
######################################################################
SCREEN
FIELDS DESCRIPTION
######################################################################PRODUCT
NUMBER PRODUCT NUMBER SELECTED FOR
VIEWING.
DESCRIPTION DESCRIPTION OF THE PRODUCT SELECTED
FOR VIEWING.
SUBS SUGGESTED SUBSTITUTES IF THE
PRODUCT IS OUT OF STOCK.
SUBS ARE ENTERED ON THE
FIRST 2 COMMENT LINES OF
"ADD/EDIT
PRODUCT".
COMMENT COMMENT FROM THE 3RD COMMENT LINE
OF "ADD/EDIT PRODUCT"
CASE
DESCRIPTION THE CASE DESCRIPTION
ENTERED IN "ADD/EDIT PRODUCT".
LIST
PRICE 1-5 THE FIVE PRICE LEVELS FOR
THE PRODUCT. IF CASE PRICING
IS ENABLED, BOTH THE UNIT
AND CASE LIST PRICE ARE
DISPLAYED.
CATEGORY
NO THE NUMBER OF THE CATEGORY
THE PRODUCT IS IN WHICH IS
USED TO SEPARATE THE
PRODUCTS INTO SEPARATE SALES
CLASSES. EACH CLASS HAS IT'S OWN SALES LEDGER CODE
AND
COST OF SALES LEDGER CODE.
("ADD/EDIT CATEGORY". IT IS
ALSO USED TO CONTROL
PRINTOUT OF SEVERAL INVENTORY
LISTINGS. THERE ARE 21 CATEGORIES ALLOWED AND THE
CATEGORY NUMBERS RUN FROM
1 TO 21. THE CATEGORY
DESCRIPTION DISPLAYS TO
THE RIGHT IN INVERSE VIDEO.(FOR
MORE INFORMATION ON
CATEGORIES SEE "ADD/EDIT CATEGORY".
VENDOR
NO THE NUMBER OF THE VENDOR
THE PRODUCT IS USUALLY PURCHASED
FROM.
BIN
NO A BIN NUMBER FOR
INVENTORY LOCATION.
TAXABLE A Y/N FLAG INDICATING THE PRODUCT
IS OR IS NOT TAXABLE.
COST THE COST OF THE PRODUCT. THIS IS THE LAST COST FIGURE
THAT YOU ENTERED INTO THE
COMPUTER WHEN PRODUCTS WERE
RECEIVED IF YOU ARE USING
"LAST COST" INVENTORY. THE
AVERAGE COST OF ALL
PRODUCTS OF THIS PRODUCT NUMBER THAT
YOU HAVE IN STOCK IF YOU
USE "LIFO", "FIFO", OR "AVERAGE
COST". IF CASE PRICING IS ENABLED, BOTH THE UNIT
AND
CASE COST ARE DISPLAYED.
SALES
MTD TOTAL MONTH TO DATE SALES
OF THE PRODUCT.
COST
MTD TOTAL COST MONTH TO DATE
OF PRODUCT SOLD.
GP TOTAL GROSS PROFIT MONTH TO
DATE ON PRODUCT SALES.
GP % GROSS PROFIT PERCENTAGE FOR
THE CURRENT MONTH TO DATE ON
PRODUCT SALES.
SALES
YTD TOTAL YEAR TO DATE SALES
OF THE PRODUCT.
COST
YTD TOTAL COST YEAR TO DATE
OF PRODUCT SOLD.
GP TOTAL GROSS PROFIT YEAR TO
DATE ON PRODUCT SALES.
GP
% GROSS PROFIT PERCENTAGE
FOR THE CURRENT YEAR TO DATE ON
PRODUCT SALES.
LAST
PURCHASE DATE THE LAST DATE THE PRODUCT
WAS PURCHASED.
LAST
SALE DATE THE LAST DATE THE PRODUCT
WAS SOLD.
QUANTITY
IN STOCK THE TOTAL COUNT OF THIS
PRODUCT IN STOCK FOR THIS PRODUCT
NUMBER.
QUANTITY
COMMITTED QUANTITY OF PRODUCT THAT IS
COMMITTED FOR SALE INVENTORY,
BUT WHICH HAS NOT YET HAD
AN INVOICE PRINTED AND IS NOT
SHIPPED.
QUANTITY
ORDERED THE QUANTITY OF THE PRODUCT
NOW ON ORDER BUT NOT
RECEIVED.
REORDER
POINT ONLY USED IF YOU SET
"ORDER ON HISTORY" TO "N".("ADD/EDIT
COMPANY"(9.6)). THE
NUMBER OF UNITS INVENTORY MUST FALL
BELOW BEFORE THE PRODUCT
IS PLACED ON THE RE-ORDER LIST.
IF YOU SELL THE PRODUCT
AND IT IS PLACED ON BACK ORDER,
THE PRODUCT IS ORDERED BY
THE COMPUTER.
REORDER
QUANTITY THE NUMBER OF PRODUCTS THAT
SHOULD BE REORDERED WHEN THE
QUANTITY FALLS BELOW THE
"REORDER POINT". ONLY USED IF
YOU SET "ORDER ON
HISTORY" TO "N".("ADD/EDIT
COMPANY"(9.6))
MAXIMUM
QUANTITY THE MAXIMUM NUMBER OF
PRODUCT THAT YOU ALLOW TO BE IN
STOCK AT ANY GIVEN
TIME. IT IS ONLY AN ADVISORY NUMBER.
ONLY USED IF YOU SET
"ORDER ON HISTORY" TO "N".("ADD/EDIT
COMPANY"(9.6))
5.9 SET COST MULTIPLIER
THE
"SET COST MULTIPLIER" PROGRAM SETS DEFAULT LIST PRICES FOR INVENTORY.
THE
DEFAULT PRICES ARE CALCULATED AS A MULTIPLE OF THE COST OF THE PRODUCT.
THE
COST MULTIPLIER FOR A PRICE LEVEL IS ONLY USED IF YOU LEAVE A LIST PRICE
BLANK
OR SET IT TO ZERO. IF THE COST
MULTIPLIER FOR THE LIST PRICE LEVEL IS
ALSO
ZERO THEN THE PRICE FOR THAT LEVEL IS LEFT BLANK.
ONE USE
FOR THIS FUNCTION IS SETTING DEFAULT LIST PRICES FOR NEW PRODUCT.
INSTEAD
OF CALCULATING THE LIST PRICE ON EACH OF THE FIVE LIST LEVELS, YOU
TELL
THE COMPUTER WHAT MARGIN YOU WISH TO MAINTAIN ON THE PRODUCT AND PERMIT
THE
COMPUTER TO CALCULATE THE LIST PRICE FOR YOU.
**SCREEN
DISPLAY**
######################################################################
SCREEN
FIELDS DESCRIPTION
######################################################################PRICE
LEVEL
1%-5% THESE 5 FIELDS ARE FOR THE
NUMBER YOU WISH THE COST
MULTIPLIED BY TO CREATE A
LIST PRICE. AT EACH FIELD,
TYPE IN THE MULTIPLIER
NUMBER AND PRESS {ENTER}. EX: IF
YOU ENTER "2.50"
IN THE FIRST FIELD, THE LIST PRICE IS
TWO AND A HALF TIMES THE
COST OF A PRODUCT. IF COST WERE
$10.00 THE LIST PRICE FOR
THE FIRST PRICE LEVEL WOULD BE
$25.00. IF THE SECOND FIELD WAS "2.25",
THE LIST PRICE
FOR THE SECOND PRICE LEVEL
WOULD BE $22.50.
THE
MULTIPLIERS ALSO WORK FOR CASE PRICES.
THE COMPUTER CALCULATES THE CASE
PRICE
FOR EACH LEVEL BY MULTIPLYING THE UNIT COST BY THE CASE CONVERSION
FACTOR(NUMBER
OF UNITS IN A CASE) AND THE MULTIPLIER.
EX: UNIT COST, WHICH
IS
$1.00, MULTIPLIED BY THE CASE CONVERSION FACTOR, WHICH IS 10, THEN
MULTIPLIED
BY THE MULTIPLIER, WHICH IS SET TO 2. GIVES A CASE LIST PRICE OF
$20.00.
NOTE:
COST MULTIPLIERS ONLY AFFECT LIST PRICES IF LIST PRICES ARE NOT
ZERO AND ONE OR MORE PRICE LEVELS ARE
LEFT BLANK OR ZERO IN THE
"ADD/EDIT PRODUCT NUMBER"
PROGRAM. IF YOU SET ALL FIVE
MULTIPLIERS,
ENABLE CASE PRICING, AND DO NOT ENTER ANY
LIST PRICES IN "ADD/EDIT
PRODUCT NUMBER", ALL FIVE UNIT
PRICES AND ALL FIVE CASE PRICES ARE SET.
WHEN
ALL PRICE LEVELS ARE ENTERED, PRESS {PF2} TO ACCEPT THE MULTIPLIERS SET
AND
EXIT THE PROGRAM.
5.A REPORTS MENU
THE
INVENTORY REPORT MENU CONTAINS ALL INVENTORY REPORT PROGRAMS.
**SCREEN
DISPLAY**
5.A.1 INVENTORY MASTER LIST
THIS IS
A REPORT GENERATOR TYPE OF REPORT. MANY OPTIONS AS WELL SEVERAL REPORT FORMATS
ARE SELECTABLE.
5.A.2 PRINT REORDER LIST
THE
"PRINT REORDER LIST" PROGRAM IS USED TO ADVISE WHICH PRODUCTS SHOULD
BE
ORDERED. ONLY PRODUCT NUMBERS WITH UNCOMMITTED
QUANTITIES LESS THAN THE
REORDER
POINT ARE PRINTED.
THE
PROGRAM DOES NOT PRINT PRODUCT NUMBERS WITH A ZERO "REORDER POINT"
UNLESS
THESE
PRODUCTS HAVE PRODUCTS COMMITTED AND INSUFFICIENT PRODUCTS IN STOCK TO
MEET
DEMAND. THIS LETS YOU KNOW WHEN TO
ORDER PRODUCTS THAT HAVE BEEN SOLD
BUT ARE
NOT NORMALLY KEPT IN STOCK.
THE
METHOD USED TO DETERMINE WHEN A PRODUCT SHOULD BE PLACED ON ORDER IS
DETERMINED
BY THE "ORDER ON HISTORY" FLAG IN "ADD/EDIT
COMPANY"(9.6). IF THE
FLAG IS
SET TO "N" PRODUCT APPEARS ON THIS LIST BASED ON THE PREDEFINED
"REORDER
POINT" AND "REORDER QUANTITY" SET UP IN "ADD/EDIT
PRODUCT". IF THE
FLAG IS
SET TO "Y" PRODUCT IS PLACE ON THE LIST AS DETERMINED BY ACTUAL
SALES.
THE
SCREEN DISPLAYS:
ENTER CATEGORY NUMBER ('ENTER'-- ALL):
TYPE IN
THE NUMBER OF THE CATEGORY YOU WISH TO PRINT PRODUCT NUMBERS FOR AND
PRESS
{ENTER} OR PRESS {ENTER} TO PRINT A LISTING OF ALL PRODUCT NUMBERS.
THE
LISTING PRINTS AS SOON AS PROCESSING IS FINISHED.
5.A.3 PRINT CURRENT INVENTORY
THE
"PRINT CURRENT INVENTORY" REPORT PRINTS A LISTING OF ALL PRODUCT
NUMBERS
THAT
CURRENTLY HAVE PRODUCTS IN STOCK. ONLY
PRODUCT NUMBERS WITH NON-ZERO
QUANTITIES
ARE ON THE LISTING. THE REPORT SHOWS
THE TOTAL COST OF EACH
PRODUCT
IN A CATEGORY AND HAS A SUMMARY PAGE SHOWING THE TOTAL COST OF ALL
PRODUCTS
IN STOCK. THIS IS THE REPORT THAT CAN
TELL YOU THE TOTAL DOLLAR
AMOUNT
OF YOUR INVENTORY.
THE
DISPLAY ASKS:
ENTER CATEGORY NUMBER ('ENTER'-- ALL):
TYPE IN
THE NUMBER OF THE CATEGORY YOU WISH TO PRINT PRODUCT NUMBERS FOR AND
PRESS
{ENTER} OR PRESS {ENTER} TO PRINT A LISTING OF ALL PRODUCT NUMBERS.
ONCE
THE SYSTEM FINISHES PROCESSING THE "REPORT SELECTIONS MENU" APPEARS.
5.A.4 LIST DETAILED PRODUCT
THE
"LIST DETAILED PRODUCT" REPORT LISTS, ON ONE REPORT, MOST OF THE
INFORMATION
MAINTAINED ABOUT EACH PRODUCT NUMBER.
THE
DISPLAY ASKS:
ENTER CATEGORY NUMBER ('ENTER'-- ALL):
TYPE IN
THE NUMBER OF THE CATEGORY YOU WISH TO PRINT PRODUCT NUMBERS FOR AND
PRESS
{ENTER} OR PRESS {ENTER} TO PRINT A LISTING OF ALL PRODUCT NUMBERS.
THE
DISPLAY ADDS ANOTHER LINE:
ENTER VENDOR NUMBER TO
PRINT('ENTER'--ALL)
TYPE IN
THE NUMBER OF THE VENDOR YOU WISH TO PRINT PRODUCT FOR AND PRESS
{ENTER}
OR PRESS {ENTER} TO PRINT A LISTING WITH PRODUCT FOR ALL VENDORS.
THE
DISPLAY ADDS ANOTHER LINE:
ENTER STARTING PRODUCT NUMBER :
TYPE IN
THE NUMBER OF THE PRODUCT YOU WISH TO START THE LISTING WITH AND
PRESS
{ENTER} OR PRESS {ENTER} FOR ALL NUMBERS.
THE
DISPLAY ADDS ANOTHER LINE:
ENTER ENDING PRODUCT NUMBER :
TYPE IN
THE NUMBER OF THE PRODUCT YOU WISH TO END THE LISTING WITH AND PRESS
{ENTER}
OR PRESS {ENTER} FOR ALL NUMBERS.
ONCE
THE REPORT FINISHES PROCESSING THE "REPORT SELECTIONS MENU" APPEARS.
5.A.5 LIST SALES
THE
"LIST SALES" PROGRAM PRODUCES A "PRODUCT SALES REPORT" THAT
HAS THE SALES
AND
GROSS PROFIT, BOTH MONTH AND YEAR, FOR PRODUCTS THAT HAVE SALES POSTED.
THE
SCREEN DISPLAY ASKS:
ENTER CATEGORY NUMBER ('ENTER'-- ALL):
TYPE IN
THE NUMBER OF THE CATEGORY YOU WISH TO PRINT PRODUCT NUMBERS FOR AND
PRESS
{ENTER} OR PRESS {ENTER} TO PRINT A LISTING OF ALL PRODUCT NUMBERS.
THE
DISPLAY ADDS ANOTHER LINE:
ENTER STARTING PRODUCT NUMBER :
TYPE IN
THE NUMBER OF THE PRODUCT YOU WISH TO START THE LISTING WITH AND
PRESS
{ENTER} OR PRESS {ENTER} FOR ALL NUMBERS.
THE
DISPLAY ADDS ANOTHER LINE:
ENTER ENDING PRODUCT NUMBER :
TYPE IN
THE NUMBER OF THE PRODUCT YOU WISH TO END THE LISTING WITH AND PRESS
{ENTER}
OR PRESS {ENTER} FOR ALL NUMBERS.
THE
LISTING PRINTS AS SOON AS PROCESSING IS FINISHED.
5.A.6 ANALYZE INVENTORY
THE
"ANALYZE INVENTORY" PROGRAM PRODUCES LISTINGS OF PRODUCTS THAT ARE
SORTED
BY
EITHER DOLLAR VOLUME OR QUANTITY VOLUME OF PRODUCTS SALES. THE SORT
COLUMNS,
IN EITHER CASE, MAY BE EITHER MONTHLY OR YEARLY SALES.
LISTINGS
ARE PRODUCED FOR THE YEAR OR FOR THE MONTH STARTING WITH THE PRODUCT
NUMBER
THAT HAS THE HIGHEST DOLLAR VOLUME OF SALES POSTED AGAINST IT TO THE
LOWEST
DOLLAR VOLUME PRODUCT. VOLUME OF SALES
CAN ALSO BE USED AS A SORT
CRITERIA
INSTEAD OF DOLLAR VOLUME. OPTIONS ARE
DISPLAYED ON THE FIRST
SCREEN.
**SCREEN
DISPLAY**
PRESS
{1} THEN {ENTER} TO CHANGE THE CURRENT PERIOD FROM MONTHLY TO YEARLY OR
VICE
VERSA. THE SCREEN DISPLAY DEFAULTS TO
"MONTHLY" WHEN YOU ENTER THE
PROGRAM.
PRESS
{2} THEN {ENTER} TO PRODUCE A REPORT
SORTED BY DOLLAR VOLUME.
PRESS
{3} THEN {ENTER} TO PRODUCE A REPORT SORTED BY QUANTITY VOLUME.
PRESS
{PF2} TO EXIT THE PROGRAM.
WHEN
YOU SELECT OPTION 2 OR 3 THE SCREEN ADDS A LINE.
ENTER CATEGORY TO PRINT
TYPE IN
THE NUMBER OF THE CATEGORY YOU WISH TO PRINT AND PRESS {ENTER} OR
PRESS
{ENTER} FOR ALL CATEGORIES.
ONCE
THE REPORT FINISHES PROCESSING THE "REPORT SELECTIONS MENU" APPEARS.
5.A.7 LIST SLOW MOVERS
"LIST
SLOW MOVERS" IS A LISTING OF ANY PRODUCTS THAT ARE NOT SELLING. IT CAN
BE USED
TO FIND PRODUCTS THAT MAY NEED TO BE DROPPED FORM THE INVENTORY AS
SOON AS
SUPPLIES ARE DEPLETED.
THE
FIRST QUESTION ASKED IS:
WHAT IS THE CUTOFF SALE DATE
TYPE IN
THE DATE YOU WISH THE COMPUTER TO USES AS A REFERENCE FOR PRODUCT
THAT IS
NOT SELLING. ANY PRODUCT THAT HAS NOT
SOLD SINCE THE DATE ENTERED AS
THE
CUTOFF DATE IS INCLUDED IN THE REPORT.
THE
DISPLAY ASKS YOU TO:
ENTER CATEGORY NUMBER TO
PRINT('ENTER'--ALL)
TYPE IN
THE NUMBER OF THE CATEGORY YOU WISH TO CHECK FOR SLOW MOVERS AND
PRESS
{ENTER} OR PRESS {ENTER} TO CHECK ALL CATEGORIES.
ONCE
THE REPORT FINISHES PROCESSING THE "REPORT SELECTIONS MENU" APPEARS.
5.A.8 PRINT WORK SHEET
THE
"PRINT WORK SHEET" PROGRAM PRINTS AN INVENTORY COUNT SHEET TO ASSIST
YOU
IN
TAKING A MANUAL INVENTORY.
THE
DISPLAYS ASKS YOU TO:
ENTER CATEGORY NUMBER ('ENTER'--ALL)
TYPE IN
THE NUMBER OF THE CATEGORY YOU WISH TO PRINT AND PRESS {ENTER}.
THE
DISPLAY ADDS A LINE:
ENTER STARTING PRODUCT NUMBER
TYPE IN
THE NUMBER OF THE PRODUCT YOU WISH TO START THE WORK SHEET WITH AND
PRESS {ENTER}.
NEXT:
ENTER ENDING PRODUCT NUMBER
TYPE IN
THE NUMBER OF THE PRODUCT YOU WISH TO END THE WORK SHEET WITH AND
PRESS
{ENTER}.
THE
DISPLAY ADDS A LINE:
SORT BY BIN NUMBER (Y/N)
PRESS
{Y} THEN {ENTER} IF YOU WISH TO SORT THE WORK SHEET BY BIN NUMBER.
PRESS
{N} THEN {ENTER} IF YOU DO NOT WISH TO SORT THE WORK SHEET BY BIN
NUMBER.
THE
WORK SHEET BEGINS PRINTING AS SOON AS THE INFORMATION IS PROCESSED AND
SORTED
AS SELECTED.
5.A.9 PRINT PRICE SHEET
"PRINT
PRICE SHEET" IS A REPORT LISTING YOUR LIST PRICES.
ONCE
THE REPORT FINISHES PROCESSING THE "REPORT SELECTIONS MENU" APPEARS.
5.A.A LIST AVERAGE SALES
THE
"LIST AVERAGE SALES" IS ONLY USED IF YOU HAVE ENABLED "ORDER ON
HISTORY"(SET
TO "Y") WHICH IS DONE IN "ADD/EDIT COMPANY"SET
IF
"ORDER ON HISTORY" IS ENABLED THE PROGRAM AGES THE AVERAGES AND
SUPPLIES
YOU
WITH INFORMATION ABOUT YOU PAST PERIOD SALES, THE AVERAGE SALES OF
PRODUCTS
BASED ON SEVERAL AVERAGES OF VARYING PERIODS.
THE
PROGRAM IS NORMALLY RUN ONCE PER WEEK, EITHER THE FIRST THING MONDAY
MORNING
OR THE LAST THING FRIDAY NIGHT TO AGE THE AVERAGES.(PERIOD OF ONE
WEEK
SELECTED). YOU MAY, HOWEVER, SELECT A
PERIOD OTHER THAN A WEEK. IF YOU
DO SO
YOU MUST RUN THE PROGRAM ACCORDINGLY TO PROPERLY AGE THE PERIODS.
THE
DISPLAY ASKS:
DO YOU WISH TO AGE THE AVERAGES (Y/N)
IF YOU
PRESS {Y} THEN {ENTER} THE CURRENT
SALES ARE MOVED TO THE PERIOD 1
SLOT
AND EACH OF THE PERIOD HISTORIES ARE MOVED TO THE NEXT HIGHER NUMBER
LOCATION
EXCEPT PERIOD FIVE WHICH IS LOST.
PRESS
{N} THEN {ENTER} IF YOU DO NOT WISH TO AGE THE AVERAGES BUT DO WANT A
LISTING.
THE
DISPLAY ADDS A LINE:
ENTER CATEGORY NUMBER TO
PRINT('ENTER'---ALL)
TYPE IN
THE NUMBER OF THE CATEGORY YOU WISH TO PRINT AND PRESS {ENTER} OR
PRESS
{ENTER} TO SELECT ALL CATEGORIES.
ONCE
THE REPORT FINISHES PROCESSING THE "REPORT SELECTIONS MENU" APPEARS.
5.A.B PRINT COST SHEET
THE
"PRICE COST SHEET" GIVES PRICE VERSUS COST AND GROSS PROFIT
INFORMATION
ABOUT
PRODUCTS IN THE DATABASE.
THE
PROGRAM ASKS YOU TO:
ENTER CATEGORY NUMBER ('ENTER'--ALL)
TYPE IN
THE NUMBER OF THE CATEGORY YOU WISH TO PRINT AND PRESS {ENTER} OR
PRESS
{ENTER} TO SELECT ALL CATEGORIES.
THE
DISPLAY ADDS A LINE:
ENTER STARTING PRODUCT NUMBER
TYPE IN
THE NUMBER OF THE PRODUCT YOU WISH TO START WITH AND PRESS {ENTER}.
NEXT:
ENTER ENDING PRODUCT NUMBER
TYPE IN
THE NUMBER OF THE PRODUCT YOU WISH TO END WITH AND PRESS {ENTER}.
YOU MAY
PRESS {ENTER} AT BOTH THE STARTING AND ENDING PRODUCT NUMBER LINES TO
PRINT A
LISTING OF ALL PRODUCTS.
ONCE
THE REPORT FINISHES PROCESSING THE "REPORT SELECTIONS MENU" APPEARS.
5.A.C PRODUCT SALES ANALYSIS
THE
"PRODUCT SALES ANALYSIS" REPORT HAS A VARIETY OF OPTIONS FOR SORTING
AND
SELECTING
SALES OF PRODUCT INFORMATION FOR ANALYSIS. IT ANALYZES SALE OF
PRODUCT,
COST OF PRODUCT, GROSS PROFIT, RENTALS, AND HAS SUB-TOTALS BY
CATEGORY
AND SUMMARY TOTALS. IT IS A BREAKDOWN
OF WHAT MAKES UP THE SALES
FOR THE
PERIOD SELECTED.
**SCREEN
DISPLAY**
######################################################################
REPORT
OPTIONS DESCRIPTION
######################################################################1
SALES
DATE RANGE DEFAULT IS A RANGE FOR ONE
MONTH BEFORE THE SYSTEM DATE
TO THE SYSTEM DATE. TO SELECT A DIFFERENT RANGE OF DATES
OR A SINGLE DATE, PRESS
{1} THEN {ENTER}. TYPE IN THE
BEGINNING DATE AND PRESS
{ENTER}. TYPE IN THE ENDING
DATE AND PRESS
{ENTER}. IF YOU WANT THE REPORT TO
PRINT
FOR A SINGLE DATE, THE
BEGINNING AND ENDING DATES MUST BE
THE SAME.
2
CATEGORY RANGE DEFAULT IS
"ALL". TO SELECT A RANGE OF
CATEGORIES OR A
SINGLE CATEGORY, PRESS {2}
THEN {ENTER}. TYPE IN THE
BEGINNING CATEGORY NUMBER
AND PRESS {ENTER}. TYPE IN THE
ENDING CATEGORY NUMBER AND
PRESS {ENTER}. IF YOU WANT
THE REPORT TO PRINT FOR A
SINGLE CATEGORY, THE BEGINNING
AND ENDING CATEGORY NUMBER
MUST BE THE SAME.
3
ROUTE DEFAULT IS
"ALL". TO SELECT A RANGE OF
ROUTES OR A
SINGLE ROUTE, PRESS {3}
THEN {ENTER}. TYPE IN THE
BEGINNING ROUTE NUMBER AND
PRESS {ENTER}. TYPE IN THE
ENDING ROUTE NUMBER AND
PRESS {ENTER}. IF YOU WANT THE
REPORT TO PRINT FOR A
SINGLE ROUTE, THE BEGINNING AND
ENDING ROUTE NUMBER MUST
BE THE SAME.
4 PRIMARY SALESMAN DEFAULT IS
"ALL". TO SELECT A RANGE OF
SALESMEN OR A
SINGLE SALESMAN, PRESS {4}
THEN {ENTER}. TYPE IN THE
BEGINNING SALESMAN NUMBER
AND PRESS {ENTER}. TYPE IN THE
ENDING SALESMAN NUMBER AND
PRESS {ENTER}. IF YOU WANT
THE REPORT TO PRINT FOR A
SINGLE SALESMAN, THE BEGINNING
AND ENDING SALESMAN NUMBER
MUST BE THE SAME.
5 SECONDARY DEFAULT IS "ALL". TO SELECT A RANGE OF SALESMEN OR A
SALESMAN SINGLE SALESMAN, PRESS {5} THEN {ENTER}. TYPE IN THE
BEGINNING SALESMAN NUMBER
AND PRESS {ENTER}. TYPE IN THE
ENDING SALESMAN NUMBER AND
PRESS {ENTER}. IF YOU WANT
THE REPORT TO PRINT FOR A
SINGLE SALESMAN, THE BEGINNING
AND ENDING SALESMAN NUMBER
MUST BE THE SAME.
6 ACCT RANGE DEFAULT IS "ALL".
TO SELECT A RANGE OF ACCOUNTS OR A
SINGLE ACCOUNT, PRESS {6}
THEN {ENTER}. TYPE IN THE
BEGINNING ACCOUNT NUMBER
AND PRESS {ENTER}. TYPE IN THE
ENDING ACCOUNT NUMBER AND
PRESS {ENTER}. IF YOU WANT THE
REPORT TO PRINT FOR A
SINGLE ACCOUNT, THE BEGINNING AND
ENDING ACCOUNT NUMBER MUST
BE THE SAME.
7
ACCOUNT TYPE DEFAULT IS
"ALL". TO SELECT A RANGE OF
ACCOUNT TYPES OR
A SINGLE ACCOUNT TYPE,
PRESS {7} THEN {ENTER}. TYPE IN
THE BEGINNING ACCOUNT TYPE
AND PRESS {ENTER}. TYPE IN
THE ENDING ACCOUNT TYPE
AND PRESS {ENTER}. IF YOU WANT
THE REPORT TO PRINT FOR A
SINGLE ACCOUNT TYPE, THE
BEGINNING AND ENDING
ACCOUNT TYPE NUMBER MUST BE THE
SAME.
ONLY
ONE OF THE SORT OPTIONS A-F MAY BE SELECTED FOR THE SORT. THE OPTION
THE
REPORT WILL SORT BY DISPLAYS "YES" ALL OTHER OPTIONS DISPLAY
"NO". WHEN
YOU
SELECT AN OPTION THE DISPLAY NEXT TO IT CHANGES FROM "NO" TO
"YES" AND
ALL
OTHER OPTIONS DISPLAY "NO".
A
PRODUCT NUMBER DEFAULT IS
"NO". IF YOU WANT THE REPORT
SORTED BY
PRODUCT NUMBER, PRESS {A}
THEN {ENTER}.
B
PRODUCT DESCRIP- DEFAULT IS
"NO". IF YOU WANT THE REPORT
SORTED BY
TION PRODUCT DESCRIPTION, PRESS {B} THEN {ENTER}.
C
CATEGORY/PRODUCT# DEFAULT IS "NO".
IF YOU WANT THE REPORT SORTED BY
CATEGORY AND PRODUCT
NUMBER WITHIN THE CATEGORY, PRESS
{C} THEN {ENTER}.
D SALES
OF PRODUCT DEFAULT IS
"YES". IF YOU DO NOT WANT THE
REPORT SORTED
BY SALES OF PRODUCT,
SELECT ONE OF THE OTHER OPTIONS, A-F
TO SORT BY.
E COST
OF PRODUCT DEFAULT IS
"NO". IF YOU WANT THE REPORT
SORTED BY COST
OF PRODUCT, PRESS {E} THEN
{ENTER}.
F GROSS
PROFIT % DEFAULT IS
"NO". IF YOU WANT THE REPORT
SORTED BY GROSS
PROFIT PERCENTAGE, PRESS
{F} THEN {ENTER}.
G SORT
SEQUENCE DEFAULT IS
"DESCENDING". IF YOU WANT THE
REPORT SORTED
IN ASCENDING ORDER, PRESS
{G} THEN {ENTER}. THE DISPLAY
CHANGES TO
"ASCENDING".
ONCE
THE REPORT FINISHES PROCESSING THE "REPORT SELECTION MENU" APPEARS.
5.A.D VENDOR SALES ANALYSIS
"VENDOR
SALES ANALYSIS HAS A VARIETY OF OPTIONS TO ANALYZE WHICH VENDOR'S
PRODUCTS
ARE SELLING, WHAT PRODUCTS WERE PURCHASED FROM A VENDOR FOR PERIOD
SELECTED(USEFUL
FOR REBATE OFFERS) AND COST OF PRODUCTS FROM A VENDOR.
**SCREEN
DISPLAY**
######################################################################
SCREEN
FIELDS DESCRIPTION
######################################################################1
SALES
DATE RANGE DEFAULT IS A RANGE FOR ONE
MONTH BEFORE THE SYSTEM DATE
TO THE SYSTEM DATE. TO SELECT A DIFFERENT RANGE OF DATES
OR A SINGLE DATE, PRESS
{1} THEN {ENTER}. TYPE IN THE
BEGINNING DATE AND PRESS
{ENTER}. TYPE IN THE ENDING
DATE AND PRESS
{ENTER}. IF YOU WANT THE REPORT TO
PRINT
FOR A SINGLE DATE, THE
BEGINNING AND ENDING DATES MUST BE
THE SAME.
2
ACCOUNT NUMBER DEFAULT IS
"ALL". TO SELECT A RANGE OF
ACCOUNTS OR A
RANGE SINGLE ACCOUNT, PRESS {2} THEN {ENTER}. TYPE IN THE
BEGINNING ACCOUNT NUMBER
AND PRESS {ENTER}. TYPE IN THE
ENDING ACCOUNT NUMBER AND
PRESS {ENTER}. IF YOU WANT THE
REPORT TO PRINT FOR A
SINGLE ACCOUNT, THE BEGINNING AND
ENDING ACCOUNT NUMBERS MUST BE THE SAME.
3
ACCOUNT TYPE DEFAULT IS
"ALL". TO SELECT A RANGE OF
ACCOUNT TYPES OR
A SINGLE ACCOUNT TYPE,
PRESS {3} THEN {ENTER}. TYPE IN
THE BEGINNING ACCOUNT TYPE
AND PRESS {ENTER}. TYPE IN
THE ENDING ACCOUNT TYPE
AND PRESS {ENTER}. IF YOU WANT
THE REPORT TO PRINT FOR A
SINGLE ACCOUNT TYPE, THE
BEGINNING AND ENDING
ACCOUNT TYPE NUMBER MUST BE THE
SAME.
4
VENDOR NUMBER EFAULT IS
"ALL". TO SELECT A RANGE OF
VENDORS OR A
RANGE SINGLE VENDOR, PRESS {4} THEN {ENTER}. TYPE IN THE
BEGINNING VENDOR NUMBER
AND PRESS {ENTER}. TYPE IN THE
ENDING VENDOR NUMBER AND PRESS {ENTER}. IF YOU WANT THE
REPORT TO PRINT FOR A
SINGLE VENDOR, THE BEGINNING AND
ENDING VENDOR NUMBERS MUST
BE THE SAME.
5
CATEGORY RANGE DEFAULT IS
"ALL". TO SELECT A RANGE OF
CATEGORIES OR A
SINGLE CATEGORY, PRESS {5}
THEN {ENTER}. TYPE IN THE
BEGINNING CATEGORY NUMBER
AND PRESS {ENTER}. TYPE IN THE
ENDING CATEGORY NUMBER AND
PRESS {ENTER}. IF YOU WANT
THE REPORT TO PRINT FOR A SINGLE CATEGORY, THE
BEGINNING
AND ENDING CATEGORY NUMBER
MUST BE THE SAME.
6
PRODUCT NUMBER DEFAULT IS
"ALL". TO SELECT A RANGE OF
PRODUCTS OR A
SINGLE PRODUCT, PRESS {6}
THEN {ENTER}. TYPE IN THE
BEGINNING PRODUCT NUMBER
AND PRESS {ENTER}. TYPE IN THE
ENDING PRODUCT NUMBER AND
PRESS {ENTER}. IF YOU WANT THE
REPORT TO PRINT FOR A
SINGLE PRODUCT, THE BEGINNING AND
ENDING PRODUCT NUMBERS
MUST BE THE SAME.
7
ROUTE DEFAULT IS
"ALL". TO SELECT A RANGE OF
ROUTES OR A
SINGLE ROUTE, PRESS {7}
THEN {ENTER}. TYPE IN THE
BEGINNING ROUTE NUMBER AND
PRESS {ENTER}. TYPE IN THE
ENDING ROUTE NUMBER AND
PRESS {ENTER}. IF YOU WANT THE
REPORT TO PRINT FOR A
SINGLE ROUTE, THE BEGINNING AND
ENDING ROUTE NUMBER MUST
BE THE SAME.
9 PRIMARY SALESMAN DEFAULT IS
"ALL". TO SELECT A RANGE OF
SALESMEN OR A
SINGLE SALESMAN, PRESS {9}
THEN {ENTER}. TYPE IN THE
BEGINNING SALESMAN NUMBER
AND PRESS {ENTER}. TYPE IN THE
ENDING SALESMAN NUMBER AND
PRESS {ENTER}. IF YOU WANT
THE REPORT TO PRINT FOR A
SINGLE SALESMAN, THE BEGINNING
AND ENDING SALESMAN NUMBER
MUST BE THE SAME.
A SECONDARY DEFAULT IS "ALL". TO SELECT A RANGE OF SALESMEN OR A
SALESMAN SINGLE SALESMAN, PRESS {A} THEN {ENTER}. TYPE IN THE
BEGINNING SALESMAN NUMBER
AND PRESS {ENTER}. TYPE IN THE
ENDING SALESMAN NUMBER AND
PRESS {ENTER}. IF YOU WANT
THE REPORT TO PRINT FOR A
SINGLE SALESMAN, THE BEGINNING
AND ENDING SALESMAN NUMBER
MUST BE THE SAME.
B
EQUIPMENT TYPE DEFAULT IS
"ALL". TO SELECT A RANGE OF
EQUIPMENT TYPES
OR A SINGLE EQUIPMENT
TYPE, PRESS {B} THEN {ENTER}. TYPE
IN THE BEGINNING EQUIPMENT
TYPE AND PRESS {ENTER}. TYPE
IN THE ENDING EQUIPMENT
TYPE AND PRESS {ENTER}. IF YOU
WANT THE REPORT TO PRINT
FOR A SINGLE EQUIPMENT TYPE, THE
BEGINNING AND ENDING EQUIPMENT TYPES MUST BE THE
SAME.
C
REPORT FORMAT DEFAULT IS
DISTRIBUTOR}. TO SELECT ANOTHER REPORT
FORMAT
PRESS {C} THEN
{ENTER}. PRESS THE LETTER OF THE FORMAT
YOU WANT TO PRINT.
V - FOR VENDOR
C - FOR CUSTOMER
D - FOR DISTRIBUTOR
THE DISPLAY CHANGES TO THE
FORMAT SELECTED.
D SORT
SEQUENCE DEFAULT IS
"NUMERIC". TO SORT THE REPORT
ALPHABETICALLY,
PRESS {D} THEN
{ENTER}. THE DISPLAY CHANGES TO
"ALPHABETIC".
ONCE
THE REPORT FINISHES PROCESSING THE "REPORT SELECTION MENU" APPEARS.
5.A.E RECEIVED PRODUCTS REPORT
THE
"RECEIVED PRODUCTS REPORT" GIVES A LISTING FOR THE DATE RANGE
SELECTED OF
WHAT
PRODUCTS WERE ENTERED INTO THE INVENTORY SYSTEM USING "ENTER RECEIVED
PRODUCT".
**SCREEN
DISPLAY**
######################################################################
SCREEN
FIELDS DESCRIPTION
######################################################################1
VENDOR DEFAULT IS "ALL". TO SELECT A RANGE OF VENDORS OR A
SINGLE VENDOR, PRESS {1}
THEN {ENTER}. TYPE IN THE
BEGINNING VENDOR NUMBER
AND PRESS {ENTER}. TYPE IN THE
ENDING VENDOR NUMBER AND
PRESS {ENTER}. IF YOU WANT THE
REPORT TO PRINT FOR A
SINGLE VENDOR, THE BEGINNING AND
ENDING VENDOR NUMBER MUST
BE THE SAME.
2 PRODUCT CATEGORY DEFAULT IS
"ALL". TO SELECT A RANGE OF
CATEGORIES OR A
SINGLE CATEGORY, PRESS {2}
THEN {ENTER}. TYPE IN THE
BEGINNING CATEGORY NUMBER
AND PRESS {ENTER}. TYPE IN THE
ENDING CATEGORY NUMBER AND
PRESS {ENTER}. IF YOU WANT
THE REPORT TO PRINT FOR A
SINGLE CATEGORY, THE BEGINNING
AND ENDING PRODUCT
CATEGORY NUMBER MUST BE THE SAME.
3 PRODUCT NUMBER DEFAULT IS "ALL".
TO SELECT A RANGE OF PRODUCTS OR A
SINGLE PRODUCT, PRESS {3}
THEN {ENTER}. TYPE IN THE
BEGINNING PRODUCT NUMBER
AND PRESS {ENTER}. TYPE IN THE
ENDING PRODUCT NUMBER AND
PRESS {ENTER}. IF YOU WANT THE
REPORT TO PRINT FOR A
SINGLE PRODUCT, THE BEGINNING AND
ENDING PRODUCT NUMBER MUST
BE THE SAME.
4 DATE RECEIVED DEFAULT IS "ALL".
TO SELECT A DIFFERENT RANGE OF DATES
OR A SINGLE DATE, PRESS {4} THEN {ENTER}. TYPE IN THE
BEGINNING DATE AND PRESS
{ENTER}. TYPE IN THE ENDING
DATE AND PRESS
{ENTER}. IF YOU WANT THE REPORT TO
PRINT
FOR A SINGLE DATE, THE
BEGINNING AND ENDING DATE MUST BE
THE SAME.
ONCE
THE REPORT FINISHES PROCESSING THE "REPORT SELECTIONS MENU" APPEARS.
5.A.F PRINT PRODUCT RECORD
ONCE
THE REPORT FINISHES PROCESSING THE "REPORT SELECTIONS MENU" APPEARS.
5.B EXTENSION MENU
THE
INVENTORY EXTENSION MENU IS FOR PROGRAMS THAT HAVE ONLY OCCASIONAL USE.
**SCREEN
DISPLAY**
5.B.1 PRINT JOURNAL
THIS
PROGRAM IS SELECTED TO PRINT JOURNALS.
IN MOST CASES JOURNALS ARE RUN
BY SUMMARY. THE ONLY REASON FOR RUNNING A DETAILED
LISTING IS FOR ARCHIVE OR
BALANCING. A DETAIL LISTING IS HUNDREDS OF PAGES LONG.
THE
SCREEN DISPLAYS ALL THE QUESTIONS TO ANSWER.
THE QUESTIONS ARE SELF
EXPLANATORY.
**SCREEN
DISPLAY**
ONCE
ALL QUESTIONS ARE ANSWERED THE SYSTEM PROCESSES THE JOURNAL REQUESTED.
ONCE
THE PROCESS IS COMPLETE THE "REPORT SELECTIONS MENU" APPEARS.
PRINT
JOURNAL PROGRAMS ARE IN MOST OF THE MODULES.
ALL THE PRINT JOURNAL
PROGRAMS
ARE EXACTLY THE SAME.
5.B.2 EDIT JOURNAL
THE EDIT
JOURNAL PROGRAM IS USED TO MODIFY JOURNAL ENTRIES BEFORE THEY ARE
POSTED
TO THE GENERAL LEDGER. THE PRIMARY
PURPOSE OF THE PROGRAM IS RECOVERY
FROM
NON-POSTABLE JOURNAL ENTRIES.
THERE
MAY BE CASES WHEN THE DATE OF A JOURNAL
ENTRY IS INVALID OR INCORRECT,
OR WHEN
EITHER THE ACCOUNT TO DEBIT, THE ACCOUNT TO CREDIT, OR BOTH ARE
INCORRECT
OR INVALID. THIS IS THE PRIMARY USE FOR
THIS PROGRAM.
THE
SCREEN DISPLAYS:
ENTER JOURNAL ENTRY NUMBER TO EDIT?
TO
CORRECT A NON-POSTABLE ENTRY, YOU USE THE JOURNAL ENTRY NUMBER INDICATED
ON THE
"NON-POSTABLE ENTRIES REPORT"(PRINTS OUT AFTER ""POST
JOURNAL"(8.6)PROGRAM)
OR THE JOURNAL ENTRY NUMBER INDICATED ON THE JOURNAL
LISTING.("PRINT
JOURNAL"(5.B.1)) TYPE IN THE
NUMBER AND PRESS {ENTER}. AN
"EDIT"
PAGE IS DISPLAYED.
**SCREEN
DISPLAY**
######################################################################
SCREEN
FIELDS DESCRIPTION
######################################################################ACC
CREDITED THIS IS THE GENERAL LEDGER ACCOUNT CODE FOR THE ACCOUNT
CREDITED BY THE AMOUNT
SHOWN ON THE "AMOUNT" LINE.
ACC
DEBITED THE GENERAL LEDGER
ACCOUNT CODE FOR THE ACCOUNT DEBITED
BY THE AMOUNT SHOWN ON THE
"AMOUNT" LINE.
AMOUNT THE AMOUNT OF THE
TRANSACTION. THE AMOUNT IS ATTACHED AS
A CREDIT TO THE ACCOUNT
CREDITED AND AS A DEBIT TO THE
ACCOUNT DEBITED.
DATE THE DATE THAT THIS PARTICULAR
JOURNAL ENTRY WAS MADE. IF
THIS FIELD IS BLANK, OR IF
THE DATE IS NOT IN VALID MDS
DATE FORMAT, THE ENTRY
WILL NOT POST.
REFERENCE
NO. THIS NUMBER IS USED IN
DEVELOPING AN AUDIT TRAIL FOR THE
JOURNAL ENTRY. IF
THE ENTRY IS PRODUCED BY PAYROLL, THE
FIELD CONTAINS THE NUMBER
OF THE CHECK WHICH PRODUCED THE
ENTRY.
COMMENT COMMENT ATTACHED TO THE JOURNAL
ENTRY.
TYPE IDENTIFIES THE SYSTEM THAT
PRODUCED THIS PARTICULAR
JOURNAL ENTRY.
GL - GENERAL LEDGER
AR - ACCOUNTS
RECEIVABLE
AP - ACCOUNTS PAYABLE
PR - PAYROLL
IN - INVENTORY
IV - INVOICING
RT - ROUTING
RN - RENTAL
ET - EQUIPMENT
TRACKING
ENTRY
NO THE JOURNAL ENTRY NUMBER
FOR THIS PARTICULAR JOURNAL
ENTRY. THE NUMBER IS USED IN IDENTIFYING THE
JOURNAL
ENTRY TO EDIT.
WHEN
YOU FINISH EDITING THE SCREEN PRESS {PF2}, YOU ARE RETURNED TO THE FIRST
SCREEN
OF THE PROGRAM. YOU MAY EDIT ANOTHER
JOURNAL ENTRY OR PRESS {PF2} TO
EXIT
THE PROGRAM.
5.B.3 ADD/EDIT CATEGORY
THE
ADD/EDIT CATEGORY PROGRAM DEFINES THE NAMES OF THE PRODUCT CATEGORIES AND
CREATES
A MAP TO THE GENERAL LEDGER SALES AND COST OF SALES CODES THAT ARE
USED
FOR EACH PRODUCT CATEGORY. YOU MAY ADD
A CATEGORY OF PRODUCTS OR EDIT
AN
EXISTING CATEGORY OF PRODUCTS. SELECT
THIS OPTION AND A SCREEN SHOWING
THE
CATEGORIES SET UP IN THE SYSTEM DISPLAYS.
**SCREEN
DISPLAY**
PRESS
{PF2} IF YOU WISH TO RETURN TO THE "EQUIPMENT TRACKING EXTENSION
MENU".
PRESS
{PF3} IF YOU WISH TO VIEW OR PRINT THE CATEGORIES THAT ARE SET UP}. THE
"REPORT
SELECTION MENU" SCREEN APPEARS.
THE
REPORT SHOWS THE CATEGORY NUMBER, DESCRIPTION, GENERAL LEDGER SALE
ACCOUNT,
AND GENERAL LEDGER COST ACCOUNT FOR EACH CATEGORY SET UP.
TO ADD
A CATEGORY, AT THE FIRST SCREEN PRESS {ENTER} OR USE THE DOWN ARROW
KEY TO
MOVE TO THE NEXT CATEGORY WITHOUT A DESCRIPTION. TYPE IN THE
DESCRIPTION
OF THE CATEGORY YOU WISH TO ADD AND PRESS {ENTER}.
TO EDIT
AN EXISTING CATEGORY, PRESS {ENTER} OR USE THE DOWN ARROW KEY TO MOVE
TO THE
CATEGORY YOU WISH TO EDIT. TYPE OVER
THE EXISTING DESCRIPTION WITH
THE NEW
DESCRIPTION AND PRESS {ENTER}.
PRESS
{PF2} AND THE SALES CODE SCREEN DISPLAYS.
**SCREEN
DISPLAY**
THIS
SCREEN SHOWS THE NUMBER OF THE GENERAL LEDGER ACCOUNT WERE SALES OF
PRODUCT
IN A CATEGORY ARE COLLECTED.
YOU
MUST ENTER THE GENERAL LEDGER ACCOUNT NUMBER WERE SALES FOR CATEGORIES
ARE
COLLECTED FOR EACH CATEGORY THAT YOU
ADD. USE THE UP/DOWN ARROW KEYS OR
THE {ENTER}
KEY TO MOVE TO THE ADDED CATEGORY. TYPE
IN THE SALES CODE NUMBER
AND
PRESS {ENTER}.
PRESS
{PF2} AND THE COST OF SALES CODE SCREEN DISPLAYS.
**SCREEN
DISPLAY**
THIS
SCREEN SHOWS THE NUMBER OF THE GENERAL LEDGER ACCOUNT WERE THE COST OF
SALES
OF PRODUCTS IN A CATEGORY ARE COLLECTED.
YOU
MUST ENTER THE GENERAL LEDGER ACCOUNT NUMBER WERE COST OF SALES FOR
CATEGORIES
ARE COLLECTED FOR CATEGORIES THAT YOU ADD.
USE THE UP/DOWN ARROW
KEYS OR
THE {ENTER} KEY TO MOVE TO THE ADDED CATEGORY.
TYPE IN THE SALES
CODE
NUMBER AND PRESS {ENTER}.
PRESS
{PF2} TO RETURN TO THE "EQUIPMENT TRACKING EXTENSION MENU".
5.B.4 ADD/EDIT TERMS
THE
TERMS REFERRED TO BY THIS PROGRAM IS A FEATURE OF THE "ACCOUNTS
RECEIVABLE"
SYSTEM. THIS ALLOWS YOU TO DEFINE THE
TERMS YOU WISH TO ALLOW
ANY
CUSTOMER. SUCH TERMS MIGHT INCLUDE
"NET 30", "2% 10 NET 30", "C.O.D.",
"PAYABLE
UPON RECEIPT", ETC. YOU MAY ADD OR
EDIT TERMS THROUGH THIS PROGRAM.
THE
FIRST TERMS DESCRIPTION SET IS THE DEFAULT FOR NEW ACCOUNTS.
**SCREEN
DISPLAY**
PRESS
{PF2} TO RETURN TO THE "EQUIPMENT TRACKING EXTENSION MENU"
PRESS
{PF3} TO VIEW OR PRINT THE TERMS THAT ARE IN THE SYSTEM. THE "REPORT
SELECTION
MENU" SCREEN APPEARS.
PRESS
{ENTER} AT THE FIRST SCREEN TO ADD ANOTHER TERM OR TYPE IN THE NUMBER
OF A
TERM YOU WISH TO EDIT AND PRESS {ENTER}.
THE
"TERMS" SCREEN DISPLAYS. YOU
MAY EDIT ALL FIELDS OF THIS SCREEN OR ADD
THE
INFORMATION FOR A NEW TERM.
**SCREEN
DISPLAY**
######################################################################
SCREEN
FIELDS DESCRIPTION
######################################################################TERMS
DESCRIPTION THE TERMS DESCRIPTION THAT IS
DISPLAYED ON INVOICES AND
CREDIT MEMOS.
FIRST
TERMS% THIS FIELD IS THE DISCOUNT TYPE. IF THIS FIELD CONTAINS
THE WORD "NET",
THERE IS NO DISCOUNT INDICATED. IF YOU
DO GIVE A DISCOUNT, PLACE
THE DISCOUNT AMOUNT HERE. EX:
"2" FOR A
"2%" DISCOUNT.
FIRST
TERMS DAYS THIS FIELD IS FOR THE
DISCOUNT DAY. THIS CAN BE
EVALUATED IN TWO WAYS
DEPENDING ON THE LAST FIELD OF
INPUT. IF THE LAST FIELD IS A "D", THEN
THE DISCOUNT IS
AVAILABLE IF THE INVOICE
IS PAID WITHIN THE NUMBER OF
DAYS SHOWN ON THIS LINE
AFTER THE DATE OF THE INVOICE.
IF THE LAST FIELD CONTAINS
A "M" THEN THE DISCOUNT IS
AVAILABLE FOR THE NUMBER
OF DAYS SHOWN HERE AFTER THE END
OF THE CURRENT MONTH. THIS FIELD BECOMES THE DUE DAY IF
THE TERMS ARE
"NET".
SECOND
TERMS DAYS THIS FIELD IS USED TO
INDICATE THE DAY THAT AN INVOICE
BECOMES PAST DUE. FOR EXAMPLE, IF THIS FIELD CONTAINS A
30 AND THE LAST FIELD
CONTAINS A "D" AN INVOICE DATED
01/01/90 BECOMES PAST DUE
ON 01/31/90. IF THIS FIELD
CONTAINS A 30 AND THE LAST
FIELD CONTAINS AN "M" THEN A
01/01/90 INVOICE BECOMES PAST DUE ON 03/02/90.(END
OF
MONTH PLUS 30 DAYS WITH 29
DAYS IN FEBRUARY DURING A LEAP
YEAR.)
TERMS
TYPE {D/M} FIELD FOR DAY OR
MONTH. THIS FIELD IS USED WITH THE
"FIRST TERMS DAYS" AND "SECOND TERMS
DAYS" FIELD TO
DETERMINE LENGTH OF
AVAILABILITY OF DISCOUNTS AND TIME
UNTIL INVOICES ARE PAST
DUE.
PRESS
{PF2} TO RETURN TO THE "EQUIPMENT TRACKING EXTENSION MENU".
5.B.5 INITIALIZE INVENTORY DATABASE
THE
INITIALIZE INVENTORY DATABASE PROGRAM IS USED TO CREATE YOUR INVENTORY
DATABASE. THIS PROGRAM MUST BE RUN ONCE TO CREATE THE
INVENTORY DATABASE.
IF YOU
ATTEMPT TO RUN THIS PROGRAM AFTER YOUR DATABASE IS INITIALLY DEFINED,
YOU ARE
WARNED THAT YOUR INVENTORY INFORMATION WILL BE DESTROYED. YOU CAN
ONLY
THEN RUN THE PROGRAM BY ANSWERING A QUESTION Y THAT YOU DO WANT TO . IF
YOU
DON'T PF2 TO EXIT IF YOU ANSWER THE QUESTION ANY WAY EXCEPT Y THE
COMPUTER
EXITS TO THE MENU. SET UP BY MDS ONLY DO WITH HELP OF SYSTEMS
SUPPORT?
5.B.6 ADD/EDIT SALESMAN
THE
"ADD/EDIT SALESMAN" PROGRAM DEFINES TO THE COMPUTER SYSTEM ALL
SALESMEN
IN THE
COMPANY. SELECT THIS OPTION IF YOU WISH
TO ADD A NEW SALESMAN TO THE
SYSTEM
OR EDIT A SALESMAN ALREADY IN THE SYSTEM.
**SCREEN
DISPLAY**
THE
NEXT AVAILABLE SALESMAN NUMBER IS DISPLAYED AT THE TOP OF THE SCREEN. TO
VIEW/PRINT
A LISTING OF THE SALESMAN IN THE SYSTEM PRESS {PF3}. THE "REPORT
SELECTIONS
MENU" APPEARS.
TO
ENTER A NEW SALESMAN PRESS {ENTER}.
TO EDIT
AND EXISTING SALESMAN, TYPE IN THE SALESMAN'S NUMBER AND PRESS
{ENTER}.
**SCREEN
DISPLAY**
######################################################################
SCREEN
FIELDS DESCRIPTION
######################################################################SALES
MAN THE SALESMAN'S NAME OR
DESCRIPTION TO IDENTIFY A
SALESMAN.
TRUCK
# THE NUMBER OF THE TRUCK IF
THE SALESMAN USES ONE AND
ALWAYS HAS THE SAME TRUCK.
MTD-SALES THE MONTH-TO-DATE SALES FOR THE
SALESMAN. THIS
INFORMATION IS CALCULATED
BY THE SYSTEM WHEN INVOICES ARE
ENTERED THROUGH
"TELSEL".
YTD-SALES THE YEAR-TO-DATE SALES FOR THE SALESMAN. THIS
INFORMATION IS CALCULATED
BY THE SYSTEM WHEN INVOICES ARE
ENTERED THROUGH
"TELSEL".
PRESS
{PF2} WHEN FINISHED TO EXIT TO THE FIRST SCREEN. YOU MAY NOW ADD/EDIT
ANOTHER
SALESMAN OR PRESS {PF2} TO EXIT TO THE "RECEIVABLES EXTENSION" MENU.
5.B.7 CLOSE INVENTORY
THE
CLOSE INVENTORY PROGRAM IS USED TO CLOSE OUT THE SALES INFORMATION THAT
IS
MAINTAINED ON EACH PRODUCT. THE
INFORMATION CONSISTS OF THE QUANTITY
VOLUME,
DOLLAR AMOUNT AND COST OF PRODUCTS SOLD FOR BOTH MONTH TO DATE AND
YEAR TO
DATE. THE PROGRAM SHOULD BE RUN MONTHLY
AS PART OF A MONTHLY CLOSE
PROCESS.
THE
"CLOSE INVENTORY" PROGRAM DOES NOT AFFECT THE QUANTITY, QUANTITY
COMMITTED,
UNIT COST, LIST PRICES OR ANY OTHER DATA ITEM THAT IS NOT
SPECIFICALLY
DEALING WITH PAST SALES. NOTHING THAT
AFFECTS FUTURE SALES IS
TOUCHED.
**SCREEN
DISPLAY**
PRESS
{1} THEN {ENTER} TO CHANGE THE CLOSE PERIOD.
THE CURRENT PERIOD CLOSE
DISPLAY
AT THE TOP OF THE SCREEN CHANGES TO REFLECT THE PERIOD TO BE CLOSED.
PRESS
{2} THEN {ENTER} TO START THE CLOSE FOR THE PERIOD SELECTED. IF YOU
SELECTED
A MONTHLY CLOSE, THE PROGRAM ZEROES THE MONTH TO DATE VOLUME, MONTH
TO DATE
SALES, AND MONTH TO DATE COST OF ALL PRODUCTS IN INVENTORY. WHEN YOU
SELECT
A YEARLY CLOSE, IT ZEROES BOTH THE MONTH TO DATE AND YEAR TO DATE
FIGURES
FOR THESE THREE ITEMS.
PRESS
{PF2} TO EXIT THE PROGRAM.
5.B.8 SORT INVENTORY DATABASE
THE
SORT INVENTORY DATABASE PROGRAM IS PROVIDED PRIMARILY FOR INVENTORY
MAINTENANCE. THERE ARE CERTAIN OCCASIONS WHEN A PRODUCT
MAY DROP OUT OF THE
SORT
MAP. IF THIS OCCURS THE PRODUCT DOES
NOT APPEAR ON ANY OF THE REPORTS.
THIS
PROGRAM RECONNECTS THE PRODUCT TO THE SORT MAP. THIS PROGRAM MAY BE RUN
AT ANY
TIME AND MAY BE RUN AS PART OF YOUR END OF MONTH CLOSE PROCEDURE.
THE
"SORT PART DESCRIPTION" SORTS AND PUTS PARTS IN A FILE USED BY THE
"TELSEL"
PRODUCT SEARCH OPTION. THE PROGRAM
SHOULD BE RUN PERIODICALLY,
POSSIBLY
AS PART OF END-0F-MONTH CLOSING PROCEDURE. THE PROGRAM BEGINS
RUNNING
WHEN YOU SELECT IT.
NOTE: PRODUCTS WITH A ZERO QUANTITY IN STOCK DO
NOT APPEAR ON THE "PRINT
CURRENT
INVENTORY"(5.A.3) REPORT.
THEREFORE PRODUCTS NOT APPEARING ON THIS
REPORT
MAY NOT BE DROPPED PRODUCTS. IF A
PRODUCT DOES NOT APPEAR ON THE
"PRINT
PRODUCT LIST"(5.A.1) IT PROBABLY IS DROPPED.
THE
PROGRAM BEGINS RUNNING WHEN YOU SELECT IT.
5.B.9 CHANGE INVENTORY DATABASE SIZE
THE
CHANGE DATABASE SIZE PROGRAM IS PROVIDED TO ALLOW YOU TO EXPAND OR REDUCE
THE
SIZE OF YOUR INVENTORY DATABASE. IF YO
BEGIN TO HANDLE MORE PRODUCT YOU
MAY
NEED TO INCREASE THE SIZE OF YOUR INVENTORY DATABASE TO HANDLE THE
ADDITIONAL
PRODUCTS. IF YOU HAVE A LARGE PRODUCT
DATABASE WITH ONLY A FEW
PRODUCTS
YOU MAY WISH TO REDUCE THE SIZE O YOU PRODUCT DATABASE TO PROVIDE
YOU
WITH ADDITIONAL DISK SPACE.
WHEN
YOU ENTER THE PROGRAM THE SCREEN DISPLAYS THE OLD DATABASE SIZE AND ASKS
FOR THE
NEW DATABASE SIZE.
IF YOU
DO NOT WISH TO CHANGE THE DATABASE SIZE, PRESS {PF2} TO EXIT THE
PROGRAM.
IF YOU
DO WISH TO CHANGE THE DATABASE SIZE, TYPE IN THE NEW SIZE AND PRESS
{ENTER}.
THE
COMPUTER SAVES THE OLD PRODUCT INFORMATION, RE-INITIALIZES THE DATABASE,
THEN
RE-INSERTS THE PRODUCT INFORMATION. ALL
PRODUCT INFORMATION IS
MAINTAINED
AND INVENTORY FILES, WAREHOUSE FILES, TRUCK FILES AND KIT FILES
ARE
UPDATED.
WHEN
ALL PROCESSING IS COMPLETE YOU ARE RETURNED TO THE "INVENTORY EXTENSION
MENU".
5.B.A CASE DESCRIPTION UTILITY
THE
"CASE DESCRIPTION UTILITY" PROGRAM IS A FAST WAY TO GET A CASE
DESCRIPTION
INTO THE "ADD/EDIT PRODUCT"
CASE DESCRIPTION FIELD WITHOUT
MANUALLY
ENTERING A DESCRIPTION ONE BY ONE. IT
IS GENERALLY ONLY USED WHEN
INITIALLY
SETTING UP THE INVENTORY SYSTEM. IT
GOES THROUGH THE "ADD/EDIT
PRODUCT"
FILES AND GETS THE PRIMARY DESCRIPTION FOR THE PRODUCT FROM THE
"DESCRIPTION"
FIELD AND PUTS IT INTO THE CASE DESCRIPTION.
IF YOU USE THIS
OPTION
AFTER THE INITIAL SETUP ALL EXISTING CASE DESCRIPTIONS ARE WIPED OUT
AND
REPLACED.
THE
PROGRAM BEGINS RUNNING WHEN YOU SELECT IT.
5.B.C DEFINE LINKED PRODUCT
BEFORE
YOU CAN USE "DEFINE LINKED PRODUCT", YOU MUST FIRST CREATE THE
PRODUCT
AS IT
IS TO BE SOLD USING THE "ADD/EDIT PRODUCT" PROGRAM. THE "DEFINE LINKED
PRODUCT"
PROGRAM DEFINES AND ATTACHES DISCOUNTS OR PRODUCTS TO A PRODUCT. IF
USED TO
LINK A DISCOUNT TO A PRODUCT, THE DISCOUNT IS DISPLAYED AND
SUBTRACTED
FROM THE PRODUCT SO THE CUSTOMER SEES THE DISCOUNT TAKEN. IF USED
TO LINK
A PRODUCT TO ANOTHER PRODUCT(LIKE BOTTLE DEPOSITS), THE LINKED
PRODUCT
AND ITS PRICE IS DISPLAYED AND THE AMOUNT ADDED TO THE PRODUCT TOTAL.
**SCREEN
DISPLAY**
######################################################################
SCREEN
FIELDS DESCRIPTION
######################################################################PRODUCT
NUMBER TYPE IN THE NUMBER OF THE
PRIMARY PRODUCT YOU WISH TO
LINK ANOTHER PRODUCT TO OR
TAKE A DISCOUNT FROM.
DESCRIPTION DESCRIPTION OF THE PRODUCT ENTERED
ABOVE.
DISCOUNT
PRODUCT TYPE IN THE NUMBER OF THE
LINKED PRODUCT YOU DEFINED IN
NUMBER "ADD/EDIT PRODUCT".
DESCRIPTION DESCRIPTION OF THE PRODUCT ENTERED
ABOVE.
DISCOUNT/AMOUNT TYPE IN THE AMOUNT OF THE DISCOUNT OR THE
PRICE OF THE
PRODUCT TO BE LINKED TO
THE PRIMARY PRODUCT.
PRESS
{PF2} TO ACCEPT THE INFORMATION ENTERED.
YOU MAY ENTER ANOTHER LINKED
PRODUCT
OR EXIT THE MENU BY PRESSING {PF2} AT A BLANK INPUT SCREEN.
5.B.D CLOSE RECEIVED PRODUCT HISTORY
"CLOSE
RECEIVED PRODUCT HISTORY" REMOVES INFORMATION FROM THE RECEIVED
PRODUCTS
FILE. MDS RECOMMENDS THAT THIS PROGRAM
BE RUN AS PART OF AN END OF
MONTH
CLOSING PROCEDURE. THE PROGRAM MAY BE
RUN AT ANY TIME BUT INFORMATION
ENTERED
THROUGH "ENTER RECEIVED PRODUCT" BEFORE THE PROGRAM IS RUN IS NO
LONGER
AVAILABLE FOR VIEWING.
THE
ONLY QUESTION ASKED IS:
DO YOU WISH TO CLOSE THE RECEIVED
PRODUCTS FILE (Y/N) ?
PRESS
{Y} THEN {ENTER} IF YOU WISH TO CLOSE THE RECEIVED PRODUCTS FILE. THE
COMPUTER
CLOSES THE RECEIVED PRODUCT FILE.
PRESS
{N} THEN {ENTER} TO EXIT THE PROGRAM IF YOU DO NOT WISH TO CLOSE THE
RECEIVED
PRODUCTS FILE.
5.C MANUFACTURE PRODUCT MENU
THE
"MANUFACTURE PRODUCT MENU" CONTAINS PROGRAMS USED IN BUILDING NEW
PRODUCT,
SUCH AS A COFFEE KIT, FOR SALE. THIS
SYSTEM LETS YOU CONSTRUCT KITS
TO SELL
PRODUCT IN SEVERAL DIFFERENT CASE SIZES AND SELL AS ONE PRODUCT A KIT
CONSTRUCTED
FORM SEVERAL DIFFERENT PRODUCTS. THE
SYSTEM MAY BE USED AS A
VERY
LIMITED CAPABILITY MANUFACTURING SYSTEM FOR A FINISHED GOODS
MANUFACTURER. YOU MUST HAVE INVENTORY IN THE SYSTEM BEFORE
YOU CAN USE THIS
SECTIONS
AND LIKE ALL SECTIONS IT MUST BE INITIALIZED.
**SCREEN
DISPLAY**
5.C.1 DEFINE KIT PRODUCT
BEFORE
YOU CAN DEFINE A PRODUCT AS A KIT, YOU MUST FIRST CREATE THE PRODUCT
AS IT
IS TO BE SOLD USING THE "ADD/EDIT PRODUCT" PROGRAM. THE "DEFINE KIT
PRODUCT"
PROGRAM SETS THE COST FOR THE PRODUCT.
YOU MAY ALSO CHANGE
QUANTITIES
AND ADD OR DELETE PRODUCTS FOR AN EXISTING KIT AT ANY TIME USING
THIS
PROGRAM.
WHEN
YOU ENTER THE PROGRAM A "DEFINE KIT PRODUCT" INPUT SCREEN DISPLAYS.
**SCREEN
DISPLAY**
######################################################################
SCREEN
FIELDS DESCRIPTION
######################################################################PRODUCT
KIT
NUMBER TYPE IN THE PRODUCT
NUMBER YOU SET UP IN THE INVENTORY
DATABASE FOR THE KIT YOU
WISH TO DEFINE OR CHANGE AND
PRESS {ENTER}.
DESCRIPTION DESCRIPTION OF THE PRODUCT AS DEFINED
IN THE INVENTORY
DATABASE.
IF YOU
ARE CHANGING INFORMATION FOR AN EXISTING KIT, YOU MAY PRESS {PF2} TO
DISPLAY
THE NEXT SCREEN WHEN ALL INFORMATION DISPLAYED ON THIS SCREEN IS
CORRECT.
LABOR
COST TYPE IN THE LABOR COST TO
PACKAGE OR BUILD THIS PRODUCT
AND PRESS {ENTER}. THIS IS YOUR COST FOR THE TIME AN
EMPLOYEE SPENDS PUTTING
THE KIT TOGETHER. PRESS {ENTER}
TO ACCEPT IF CHANGING AN
EXISTING KIT AND LABOR COST IS
CORRECT.
MISCELLANEOUS
COST TYPE IN THE COST(IF ANY) FOR SUCH
ITEMS AS PACKING TAPE,
TWINE, ETC AND PRESS
{ENTER}. IF YOU ARE USING BOXES
THAT YOU PURCHASE, YOU
SHOULD ADD BOXES TO INVENTORY AND
INCLUDE A BOX IN THE KIT PRODUCT DEFINITION. PRESS
{ENTER} TO ACCEPT IF
CHANGING AN EXISTING KIT AND
MISCELLANEOUS COST IS
CORRECT.
TIME TYPE IN THE AVERAGE TIME
REQUIRED TO BUILD THE KIT
PRODUCT AND PRESS {ENTER}. THIS NUMBER IS NOT USED IN
CALCULATING THE COST, BUT
IS INTENDED FOR A FUTURE
ENHANCEMENT TO THE
MANUFACTURING SYSTEM.
THE
NEXT THREE FIELDS ARE AUTOMATICALLY UPDATED BY THE COMPUTER. YOU MAY
PRESS
{PF2} AT THIS POINT TO MOVE TO THE NEXT INPUT SCREEN WHERE YOU DEFINE
WHAT
PRODUCT IS REQUIRED TO BUILD THIS KIT.
SUB
PRODUCT COST THE COMPUTER
AUTOMATICALLY UPDATES THIS NUMBER BASED ON
THE ACTUAL PRODUCT USED IN
BUILDING THE KIT. IT IS THE
COST OF ALL OF THE
DIFFERENT PRODUCTS THAT ARE REQUIRED
TO BUILD ONE KIT.
TOTAL
COST TOTAL COST IS CALCULATED
BY THE COMPUTER. IT IS THE
PRODUCT COST PLUS THE
LABOR COST PLUS THE MISCELLANEOUS
COST. THIS IS THE COST THAT IS USED BY THE MDS
INVENTORY OR MDS INVOICING
SYSTEM IN CALCULATING COST OF
SALES OR GROSS PROFIT.
TOTAL
QUANTITIES IF YOU ARE DEFINING THE
KIT FOR THE FIRST TIME YOU MAY
ENTER THE NUMBER OF KITS
ALREADY IN INVENTORY (IF ANY).
OTHERWISE, THE COMPUTER
UPDATES THIS NUMBER TO THE NUMBER
OF KITS BUILT USING "BUILD
KIT" AND YOU MAY NOT MODIFY
THE FIELD.
WHEN
YOU PRESS {PF2} THE NEXT SCREEN DISPLAYS.
THE "KIT PRODUCT NUMBER" AND
ITS
DESCRIPTION DISPLAY AT THE TOP OF THE SCREEN TO REMIND YOU WHICH PRODUCT
YOU ARE
BUILDING.
IF YOU
ARE CHANGING PRODUCT INFORMATION FOR AN EXISTING KIT, PRESS {PF2} TO
PAGE
THROUGH THE PRODUCT SCREENS UNTIL YOU FIND THE PRODUCT YOU WISH TO
CHANGE.
IF YOU
WISH TO ADD A PRODUCT, PAGE THROUGH TO A BLANK PRODUCT SCREEN THEN ADD
THE
PRODUCT.
IF YOU
WISH TO DELETE A PRODUCT FROM AN EXISTING KIT, PAGE THROUGH THE
PRODUCT
SCREENS UNTIL YOU FIND THE PRODUCT YOU WISH TO DELETE. AT THE "PART
NUMBER"
FIELD, PRESS THE SPACE BAR THEN {ENTER} THEN {PF2}. WHEN YOU PRESS
{PF2}
THE PRODUCT IS REMOVED FROM THE DEFINITION OF THE KIT.
**SCREEN
DISPLAY**
######################################################################
SCREEN
FIELDS DESCRIPTION
######################################################################
PART
NUMBER TYPE IN THE NUMBER OF ONE
OF THE PRODUCTS REQUIRED TO
BUILD THE KIT AND PRESS
{ENTER}.
DESCRIPTION DESCRIPTION OF THE PRODUCT SELECTED.
UNIT
COST THE UNIT COST OF THE
PRODUCT SELECTED.
QUANTITY
IN STOCK THE NUMBER OF THE PRODUCT
SELECTED CURRENTLY IN INVENTORY
AND AVAILABLE.
QUANTITY/PER
KIT TYPE IN THE QUANTITY OF THE
PRODUCT SELECTED THAT IS
REQUIRED TO BUILD ONE KIT
AND PRESS {ENTER}.
WHEN
ALL INFORMATION IS ENTERED, PRESS {PF2}.
A NEW INPUT SCREEN DISPLAYS.
CONTINUE
ENTERING PRODUCTS UNTIL EACH PRODUCT REQUIRED TO BUILD THE KIT IS
DEFINED. WHEN YOU ARE FINISHED SPECIFYING ALL
PRODUCTS IN THE KIT, PRESS
{PF2}
AT A BLANK INPUT SCREEN. YOU MAY CALL
UP AN EXISTING KIT AND RE-DEFINE
IT,
DEFINE ANOTHER KIT OR EXIT THE PROGRAM BY PRESSING {PF2}.
5.C.2 BUILD KITS
THE
ONLY WAY TO GET A STOCK OF KIT PRODUCTS INTO INVENTORY IS TO USE "BUILD
KITS". THE PROGRAM TELLS THE COMPUTER THAT YOU HAVE
CONSTRUCTED KITS. THE
COMPUTER
SYSTEM DOES NOT ALLOW YOU TO RECEIVE KITS.(THIS WOULD NOT BE VALID
BECAUSE
YOU ARE BUILDING THEM YOURSELF)
THE
PROGRAM INCREASES THE QUANTITY IN STOCK OF THE SPECIFIED KIT, REDUCES THE
QUANTITY
IN STOCK OF ALL PRODUCTS THAT ARE REQUIRED TO BUILD THE KIT, AND
PERFORMS
GENERAL HOUSE KEEPING FUNCTIONS FOR BUILDING PRODUCT KITS.
A KIT
MUST BE DEFINED BEFORE YOU CAN USE "BUILD KITS" TO CREATE AN
INVENTORY.
WHEN
YOU ENTER THE PROGRAM THE SCREEN DISPLAYS:
ENTER PRODUCT KIT NUMBER ?
PRESS
{PF2} TO EXIT THE PROGRAM OR TYPE IN THE PRODUCT NUMBER OF A KIT YOU
WANT TO
BUILD AND PRESS {ENTER}.
THE
SYSTEM ASKS:
HOW MANY KITS DO YOU WANT TO BUILD ?
TYPE IN
THE NUMBER OF KITS YOU WISH TO BUILD AND PRESS {ENTER}. IF YOU DO NO
WANT TO
BUILD KITS FOR THIS NUMBER, PRESS {PF2} TO EXIT THE PROGRAM WITHOUT
BUILDING
KITS.
IF YOU
HAVE SUFFICIENT QUANTITY OF ALL REQUIRED PRODUCTS IN STOCK TO BUILD
THE
KITS THE COMPUTER BUILDS THE KITS AND RETURNS TO THE FIRST SCREEN.
IF
THERE ARE INSUFFICIENT QUANTITIES IN STOCK OF ONE OR MORE OF THE REQUIRED
PRODUCTS
TO BUILD THE NUMBER OF KITS REQUESTED AND BACK ORDERING IS
ENABLED("ADD/EDIT
COMPANY") THE COMPUTER TELLS YOU HOW MAY KITS IT IS ABLE TO
BUILD,
BUILDS THIS NUMBER OF KITS, AND GENERATES A BACK ORDER FOR THE PRODUCT
REQUIRED
TO BUILD THE REMAINDER OF THE KITS.
IF BACK
ORDERING IS NOT ENABLED, THE COMPUTER TELLS YOU HOW MANY KITS IT
THINKS
THERE IS PRODUCT TO BUILD AND ASKS YOU TO CONFIRM THAT YOU REALLY WANT
TO
BUILD THE REQUESTED NUMBER OF KITS. IF
YOU SAY YES, THE COMPUTER BUILDS
THE
REQUESTED NUMBER OF KITS, AND MAKES THE QUANTITY IN STOCK OF THE OTHER
PRODUCTS
REFLECT THE SHORTAGE BY SHOWING A NEGATIVE QUANTITY ON HAND FOR THE
AMOUNT
REQUIRED TO SUPPLY THE REQUEST. IF YOU
TELL THE COMPUTER NOT TO BUILD
THIS
NUMBER OF KITS, YOU ARE RETURNED TO THE MENU.
5.C.3 VIEW KITS
THE
"VIEW KITS" PROGRAM LETS YOU SEE WHAT A KIT CONSISTS OF WITHOUT
PAGING
THROUGH
THE "DEFINE KIT" SCREENS.
WHEN
YOU ENTER THE PROGRAM YOU ARE ASKED TO:
ENTER PRODUCT KIT NUMBER ?
PRESS
{PF2} TO EXIT THE PROGRAM OR TYPE IN THE PRODUCT NUMBER OF A KIT YOU
WISH TO
VIEW AND PRESS {ENTER}.
THE
SYSTEM DISPLAYS INFORMATION FOR THE KIT SELECTED.
**SCREEN
DISPLAY**
######################################################################
SCREEN
FIELDS DESCRIPTION
######################################################################
KIT
NO PRODUCT NUMBER OF THE
KIT SELECTED FOR VIEWING.
DESCRIPTION DESCRIPTION OF THE KIT SELECTED FOR
VIEWING.
UNIT
COST COST FOR ONE KIT.
STOCK
QTY QUANTITY OF THIS KIT IN
INVENTORY.
LABOR
COST COST OF PUTTING TOGETHER
ONE KIT.
MISC.
COST MISCELLANEOUS COSTS FOR
MATERIALS ASSOCIATED WITH
BUILDING ONE KIT.
ASB.
TIME AVERAGE TIME REQUIRED TO
ASSEMBLE ONE KIT.
PART
NO PART NUMBERS OF PRODUCTS
USED TO BUILD THIS KIT.
DESCRIPTION DESCRIPTION OF PRODUCTS USED TO BUILD
THIS KIT.
UNIT
COST COST PER UNIT(NEVER CASE)
OF PRODUCTS USED TO BUILD ONE
OF THIS KIT.
QTY/PER
KIT NUMBER OF UNITS OF PRODUCTS
NEEDED TO BUILD ONE KIT.
######################################################################
FUNCTION
KEYS DESCRIPTION
######################################################################
F -
FORWARD MOVE DISPLAY FORWARD ONE
SCREEN.
B -
BACKWARD MOVE DISPLAY BACKWARD
ONE SCREEN.
UPARROW MOVE DISPLAY UP ONE LINE.
DOWNARROW MOVE DISPLAY DOWN ONE LINE.
PF2
-EXIT PRESS {PF2} TO EXIT THE
SCREEN. YOU ARE RETURNED TO THE
FIRST SCREEN OF THE
PROGRAM.
CONTINUE
VIEWING KITS OR PRESS {PF2} TO EXIT THE PROGRAM.
5.C.4 DELETE KITS
"DELETE
KITS" IS FUNCTIONALLY SIMILAR TO "DELETE PRODUCTS". THE PRIMARY
DIFFERENCE
IS THAT WHILE "DELETE PRODUCT" CANNOT DELETE A KIT, "DELETE
KIT"
CAN
ONLY DELETE KITS. IT CANNOT DELETE A
PRODUCT THAT IS NOT DEFINED AS A
KIT.
"DELETE
KITS" REMOVES KIT PRODUCT NUMBERS FROM THE MANUFACTURING INVENTORY
DATABASE. THE PROGRAM IS RARELY REQUIRED, BUT IT IS
AVAILABLE FOR DATABASE
MAINTENANCE.
AT THE
FIRST SCREEN, TYPE IN THE KIT PRODUCT NUMBER YOU WISH TO DELETE.
THE
SYSTEM FILLS IN AND DISPLAYS INFORMATION FOR THE VALID KIT PRODUCT NUMBER
SELECTED
TO HELP YOU CORRECTLY IDENTIFY THE KIT PRODUCT YOU WISH TO DELETE.
ONLY
THE FIRST AND LAST LINES OF THE SCREEN CAN BE CHANGED. IF YOU INPUT A
KIT
PRODUCT NUMBER THAT THE COMPUTER CANNOT FIND, THE COMPUTER DISPLAYS
"INVALID
PRODUCT NUMBER" IN INVERSE VIDEO ON THE DESCRIPTION LINE.
NOTE: YOU CAN NOT DELETE A PRODUCT THAT IS NOT
DEFINED AS A KIT USING THIS
PROGRAM. YOU MUST USE THE "DELETE PRODUCT"
PROGRAM.
**SCREEN
DISPLAY**
ONCE A
VALID KIT PRODUCT NUMBER IS ENTERED THE CURSOR MOVES TO THE "DELETE
(Y/N)"
LINE. THE DEFAULT FOR THE LINE IS
"N".
IF WANT
TO DELETE THE KIT PRODUCT, YOU MUST PRESS {Y} THEN {PF2} BEFORE THE
KIT
PRODUCT IS DELETED.
THE
"PART RECORD NUMBER" FIELD IS ONLY USED TO DELETE KIT PRODUCTS THAT
HAVE
CONTROL
CODES IN THEIR PRODUCT NUMBER AND CAN NOT BE LOCATED NORMALLY. IT
CAN
ONLY BE ACCESSED IF A VALID PRODUCT NUMBER IS NOT ENTERED. YOU MUST
FIRST
RUN THE "PRINT PART RECORD NUMBER" PROGRAM. USE {ENTER} OR THE UP/DOWN
ARROW
KEYS TO MOVE TO THIS FIELD. TO DELETE A
KIT PRODUCT TAKE THE "PART
RECORD
NUMBER" PRINTED BY THE "PRINT PART RECORD NUMBER" PROGRAM FOR
THE
PRODUCT
YOU WISH TO DELETE AND ENTER IT ON THIS LINE.
AFTER THE PRODUCT IS
FOUND
AND IDENTIFIED USING THIS METHOD YOU MAY DELETE THE KIT PRODUCT AS
DESCRIBED
ABOVE.
PRESS
{PF2} AT A BLANK SCREEN TO EXIT THE PROGRAM.
5.C.5 CLOSE KITS
THE
"CLOSE KITS" PROGRAM DOES ROUTINE FILE MAINTENANCE ON THE MANUFACTURE
KIT
SYSTEM. THIS PROGRAM SHOULD BE RUN AS PART OF A
MONTHLY CLOSE PROCEDURE.
ALTHOUGH
IT DOES NOT HURT ANY INFORMATION IF RUN ACCIDENTALLY DURING NORMAL
OPERATIONS,
THE PROGRAM CAUSES LONG DELAYS DUE TO FILE LOCKING.
THE
ONLY QUESTION ASKED WHEN YOU ENTER THE PROGRAM IS:
ARE YOU SURE YOU WANT TO DO THIS (Y/N)
PRESS
{Y} THEN ENTER TO RUN THE CLOSE PROGRAM.
PRESS
{N} THEN {ENTER} TO EXIT WITHOUT EXECUTING THE CLOSE PROGRAM.
5.C.6 PRINT KITS
"PRINT
KITS" PROVIDES WRITTEN INFORMATION ABOUT MANUFACTURED (KIT) PRODUCTS.
WHEN
YOU ENTER THE PROGRAM THE SCREEN DISPLAYS:
ENTER CATEGORY NUMBER TO
PRINT('ENTER'---ALL) :
YOU MAY
PRESS {PF2} TO EXIT THE PROGRAM OR TYPE IN THE NUMBER OF A CATEGORY
AND
PRESS {ENTER} TO PRINT A LISTING OF KITS IN THE CATEGORY SELECTED. YOU
MAY
ALSO PRINT A LISTING OF KITS IN ALL CATEGORIES BY PRESSING {ENTER}.
5.C.7 INITIALIZE KIT DATABASE
"INITIALIZE
KIT DATABASE" PREPARES YOUR INVENTORY SYSTEM TO BEGIN USING THE
MANUFACTURING
SYSTEM. THE PROGRAM MUST BE RUN BEFORE
YOU ATTEMPT TO USE THE
KIT
SYSTEM.
WHEN
YOU ENTER THE PROGRAM THE SCREEN DISPLAYS A WARNING AND YOU ARE ASKED