Subject: End of Year Procedures
The year is quickly coming to a close! Therefore, you should
be thinking of the reports you want to print for the year's
end.
Note: The first thing you will need to do on the
first day of the new year is completely finish your EOM
reports, resets, and backups.
Once the EOM procedures are complete:
Perform a backup of the ARSS directory.
Note: Do not reset YTD until you are positive
that you have all the reports that you need printed out.
We recommend that the following reports are printed for your
End-of-Year:
Class Report
Sort by Dept. , Class, (Press Esc. for ranges)
Open to buy
Sort by Dept, Class (only if you use the budget option)
Manucacturer (Print Vendor)
Primary sort Vendor
QOH Report
Sort by : Class, Item code, for a full listing of inventory.
Select Totals Only for a shorter listing
For a one line report select Primary Sort: Item Code, Totals
Only
YTD Report
Use the same sorts as you use on your Daily Sales Reports.
Press ESC for Primary Range, so it is not limited.
Vendor Xrfnc
Sort by: Vendor, YTD Purchases (all,if you need to track
negative receiving)
This will print out every item that was purchased throughout
the year.
If you want Totals Only for each vendor, you can choose
that Output Option.
Special Order Report
Print this to see how frequently items were special ordered
over the year.
Mail List Report
Sort by Last Name for an alphabetical list that will show
total
purchase and visit counts per customer.
After all the reports are done printing, select RESET
and reset the following:
Item Sales
YTD
Transfers (if multi-store environment)
Kits
Linked Items
Class Sales
YTD
Vendor Purchases
YTD
Freight Totals
Special Orders
Clerk Sales
YTD
A/R
YTD Totals
Manufacturer
YTD Totals
Mail List (Optional)
Reset customer visit count or purchases
Inactive Item Report
Print this if you need to clear out old inventory items
that are inactive.
If you have any questions regarding the above procedures,
please contact
ARS Solutions Support at 800-322-4219
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