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Process
Menu Option
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Receive
by Invoice
- Receiving (view
sample) - A report that lists each item received
and the value of the items. This reports is used to
review the receiving data for accuracy before the inventory
is updated, attach to the packing list or invoice and
look for cost changes that may require a retail price
change to maintain gross profit margins.
- Bin Stocking - Permanent Bin locations
need to be assigned to products for this report to be used.
This report lists the bin location for items that are received.
- Committed
Item Receive (view sample) -
This report lists Sales/Work Orders that have the items
being received so the customers can be contacted and
the orders completed.
- GL
Receiving (view sample) - General
Ledger numbers must be entered into the system and
assigned to proper classes. This report lists each
general ledger number with the dollar value received
into inventory. With this report there is no need to
manually calculate cost of goods for multiple GL accounts
when posting to account payables.
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Purchase
Order
- PO - Print a purchase order for the
items. Saving the output as a PDF file allows the purchase
order to be sent via email and the recipient can print
the purchase order.
- Receiving - A report that lists each
item received and the value. This report is used to review
the receiving data for accuracy before the inventory is
updated, attached to the packing list or invoice, and to
look for cost changes that may require a retail price change
to maintain gross profit margins.
- Open Item - This report lists the items
where the receive quantity is set to zero. These may be
backordered items or items that will not be received from
this vendor and will need to be reordered.
- Special Order Receiving - This report
is a listing of all items from the purchase order that
is linked to a Sales Order, Work Order or Lay-a-way, and
is used to inform the customer that their merchandise is
ready to be picked up.
- Bin Stocking - Permanent Bin locations
need to be assigned to products for this report to be used.
This report list the bin location for items that are received.
- Committed
Item Receive (view
sample)- This report lists Sales/Work Orders
that have items being received so that the customers
can be contacted and the orders completed.
- GL
Receiving (view sample)- General
Ledger numbers must be entered into the system and
assigned to proper classes. This report lists each
general ledger number with the dollar value received
into inventory. With this report there is no need to
manually calculate cost of goods for multiple GL accounts
when posting to account payables.
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AP
Posting
- Receiving - A report that lists each
item received and the value. This report is used to review
the receiving data for accuracy before the Update is completed,
attached to the packing list or invoice, and to look for
cost changes that may require a retail price change to
maintain gross profit margins.
- GL
Receiving (view sample) -
General Ledger numbers must be entered into the system
and assigned to proper classes. This report lists each
general ledger number with the dollar value received
into inventory. With this report there is no need to
manually calculate cost of goods for multiple GL accounts
when posting to account payables.
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Transfer
Item to Item
- Report (view
sample) - This report should be viewed for
accuracy before the Update is completed
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EDI
Receiving
- Product not Found - A list of item codes
that could not be found in the item file when data is imported
from a PDT/PDA or service company. The report will list
the item before and after so a general idea of where in
the store the invalid item may exist.
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AR
Receipts Post
- Report (view
sample) - A listing of the payments on each
account along with the applied amounts for open invoice
accounts. This report should be viewed for accuracy
before the Update is completed, and may also be used
as a deposit ticket for the bank account.
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Reservation
Order
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Sales
Order
- Invoice (view
sample) - Invoices are created when a sales
order is Updated.
- Packing List - This is an optional document
that can be attached to the shipment.
- Picking
Ticket (view sample) -
A document that can be printed for the person responsible
for pulling the merchandise to fill the order. An additional
document (view sample) will print when there are serial
number item present listing the log numbers/serial
numbers assigned to the order.
- Shipping Labels - Print a label for
each box being shipped for the order.
- Special
Order (view sample) -
A document for the customer that can be printed
or saved as a PDF file that can be emailed.
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Quotes
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Work
Order
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Group
Price Change
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Physical
Count
- Product not Found - A list of item codes
that could not be found in the item file when data is imported
from a PDT/PDA or service company. The report will list
the item before and after so a general idea of where in
the store the invalid item may exist.
- Product Found but not Selected - This
report is a list of items not in the detail tab, but do
exist in the item file. These are items that may be misplaced
on the sale floor.
- Worksheet (view
sample) - When not using a PDT/PDA or service
company to take the physical count a worksheet can
be printed. This worksheet lists the items to be counted
and provides a place for the physical count.
- Variance (view
sample) - Once a physical count has been imported
through the Interface or entered manually off a Worksheet
the system can print a variance report listing the
difference between the computer quantity on hand and
the actual counted quantity on hand.
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Verify
Serial
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Delete
Inactive Items
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