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Autologue User`s Manual – Report Processing Page i Table Of

1. 32 12 6 5 Zero Sales 33 12 6 6 Stock On Order os epu dese pa a 34 12 6 7 Vendor Backorder Repott 35 12 6 8 Customer Backorder Repott 36 12 6 9 Negative Quantity On Hand Repott 36 12 6 10 Frozen Min Max Repoit 37 12 6 11 Suggested Min Max Formula 38 12 6 12 Printing A Stock Status Report 39 12 6 12 1 Calculating Suggested 2 Values 40 12 6 12 2 Swapping Min Max2 amp Min Max Values 41 12 7 Automatic Price Adjustment 42 12 7 1 Performing A Price Adjustment For A Product Line Range 42 12 7 2 Performing A Price Adjustment For Part Number Ran ge 44 Revision 11 06 Linux Version 7 1 Autologue User s Manual Report Processing Page ii 12 7 3 Entering amp Saving A Price
2. RETURNS 0 VALUE OF CORE RETURNS VALUE OF STOCKOUTS VALUE OF OVERSTOCKS VALUE OF ZERO SALES CURRENT QUARTER 0 VALUE OF NEGATIVE QUANTITY ON HAND Sample Zero Sales Report 12 6 6 Stock On Order Report A Stock On Order Report lists all part numbers presently on order Vendor backorders appear on a separate report A Stock On Order Report is generated when a 6 is entered at the ENTER SELECTION prompt RET SUGG 0 BACK CUST WARR ORD BACK 5 WARRANTY RETURNS 0 Autologue User s Manual Report Processing WEEKS INTO QTR REPORT CODES 0 NON STOCKED PARTS I PRODUCT LINE MICHIGAN BRGS DESCRIPTION PART NUMBER ON POP HAND PRESENT MAX1 ENGINE BEARINGS DAB R1663STD DAB R1663 10 DAB R1663 20 DAB R7555STD DAB R7555 10 DAB R7555 20 39 40 48 43 48 0 48 76 48 10 48 48 96 96 96 96 96 96 gt gt TOTALS FOR PRODUCT LINE 53 QUANTITY ON HAND 208 VALUE OF INVENTORY CORE VALUE OF INVENTORY VALUE OF WARRANTY RETURNS WARRANTY RETURNS CORE VALUE VALUE OF CORE RETURNS VALUE OF STOCKOUTS VALUE OF OVERSTOCKS VALUE OF ZERO SALES VALUE OF NEGATIVE QUANTITY ON HAND Sample Stock On Order Report QTRS INCLUDED 1st Y 2nd Y 3rd Y 4th Y 5th Y 6th Y SELL UP MESSAGE POP PRICE PE
3. With all price adjustments formulations displayed press the F6 Update Inventory key to update the prices within the Inventory file As the price adjustments are being applied the screen will display the message PROCESSED XXX PARTS When the update is completed the formula information will be cleared and the cursor will be positioned at the BEGINNING PRODUCT LINE prompt Use the arrow key to return the cursor to prior fields for correcting any incorrect responses Press the lt F11 gt Exit key to return to the Report Processing Menu 12 7 5 Deleting A Price Adjustment Formula With the cursor positioned at the BEGINNING PRODUCT LINE prompt within the Automatic Price Adjustment screen press the F5 Delete Formula key A Select Formula pop up selection list window will be displayed and the first formula will be highlighted Using the and V arrow keys highlight the desired formula to be deleted or enter the corresponding number and press Return The F8 Scroll Forward and F9 Scroll Backward keys can be used to scroll through pages of formula s The lt F10 gt key can be used to automatically position the cursor on the last formula section item Autologue User s Manual Report Processing Page 49 When the deletion is completed the screen will be redrawn and the cursor will be positioned at the BEGINNING PRODUCT LINE prompt 12 7 6 Gross Margin Conversion Table The following tab
4. FILKO IGN QUANTITY QUANTITY VENDOR CUSTOMER ITEMS OUT CORE WARRANTY ON HAND ON ORDER BACKORDER BACKORDER OF STOCK RETURNS RETURNS 3 10 0 0 0 VALUE OF INVENTORY CORE VALUE OF INVENTORY UNIT SALES TOTALS WARRANTY RETURNS RETURNS CORE VALUE CORE RETURNS n CURRENT STOCKOUTS QUARTER OVERSTOCKS ZERO SALES 23 NEGATIVE QUANTITY HAND Sample Frozen Min Max Report 12 6 11 Suggested Min Max Formula Suggested min max stocking levels are calculated based upon a combination of previous sales history quarters selected number of weeks in the current quarter and the minimum maximum days stock required Below are a series of calculations that are made by the Stock Status Report program to calculate a suggested min max2 Unit Sales of Current Quarter plus Quarters Examined Weeks in Current Quarter Number of Quarters Examined x 13 Average Weekly Sales Average Weekly Sales Average Daily Sales Number of Days in Week Average Daily Sales x Minimum Days To Reorder Suggested Minimum Average Daily Sales x Maximum Days To Reorder Suggested Maximum The suggested minimum and maximum stocking levels are rounded to the closest multiple of each part number s per car quantity If the per car quantity of a part number is two the suggested minimum and maximum stocking levels will be a multiple of two If the per car quantity of a part number is zero the suggested minimum and maximum stocking levels
5. The Print Open Workspaces screen will be displayed as follows EH To Screen Totals Only Yes Status Print Display Open Workspaces Select The Options Vou Need From Below and or Press lt 10 gt Counterman Range from to also Customer Range from to also Date Rande from i Customer PO Number Document Ident Filtering Options Fi Restart F2 Printer 99 F3 Totals Y N F8 Help Fl Print F11 Exit Type in the Beginning Counterman Code for the Counterman Range or RETURN 12 11 2 Filtering Options The center section of the screen contains the filtering option prompts The user can input filtering information in order to produce the desired output report The first two lines Counterman Range and Customer Range include a section shown as also which can be used to enter up to 3 individual entries to include in the report Example To include counterman K this can be accomplished in 2 ways Counterman from also blank blank blank Counterman from also K blank blank Example To include just customer 200 only this can be accomplished in 2 ways Counterman from also lt blank gt lt blank gt lt blank gt Counterman from also 200 lt blank gt lt blank gt Example To include all countermen from A through F H K and S for customer 100 thro
6. BEGIN PRINTING _ F1 RESTART PROGRAM F11 EXITS PROGRAM Autologue User s Manual Report Processing Page 5 12 2 2 Price Lists The Inventory Price List program allows price lists to be generated using only the price levels selected A Price List will supply the following information by part number Part Number Description optional Price Levels Selected Below is a sample Inventory Price List report INVENTORY PRICE LIST PRODUCT LINE 59 EAT BRGS GASKETS CATALOG DATE MM YY MM DD YY HH MM SS CORE CORE PART NUMBER PRICE PRICE 1 PRICE 2 PRICE 3 PRICE 4 PRICE 5 COST SELL EAT 100 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 EAT B6 67 84 15 08 15 08 00 20 81 00 00 EAT B8 32 76 18 76 18 76 00 25 90 00 00 EAT B9 03 44 16 23 16 23 00 22 40 00 00 44 92 19 08 19 08 00 26 33 00 00 14 92 13 34 13 84 00 18 37 00 00 261 12 21 39 21 39 00 29 51 00 00 40 40 14 23 14 23 00 19 64 00 00 34 28 14 00 14 00 00 19 32 00 00 lt 3 96 17 23 17 23 00 23 78 00 00 06 80 13 08 13 08 00 18 05 00 00 13 64 16 62 16 62 00 00 00 06 20 19 62 19 62 00 00 00 20 04 13 54 13 54 00 E 00 00 21 44 20 08 20 08 00 00 00 279 04 15 46 15 46 00 00 00 ES m ja O 0 1 1 P Oy to 7 5 da 4 6 4 4 5 4 5 6 4 6 4 Sample Inventory Price List Report 12 2 3 Customer Price List The Inventory Price List progr
7. _ CEXCLUDE INCLUDE ONLY RESTART PROGRAM EXITS PROGRAM 12 6 1 All Parts Report The All Parts Report will list all part numbers for the entered product line range This report is commonly used for updating min max 2 stocking levels based upon the selected sales history quarters and the number of days minimum and maximum stock is required This report is generated when 1 is entered at the ENTER SELECTION prompt Autologue User s Manual Report Processing Page 30 STOCK STATUS REPORT WEEKS INTO QTR 4 QTRS INCLUDED 1st Y 2nd Y 3rd Y 4th N 5th N 6th N WORK DAYS WEEK 6 0 SUGG MIN DAYS 60 SUGG DAYS 120 REPORT CODES NON STOCKED PARTS I PRODUCT LINE SELL UP MESSAGE GASKETS CATALOGUE DATE MM YY EAT CAM BRGS POP PRICE PERCENTAGES A 0 B 0 0 D 0 W 0 R 0 5 0 DESCRIPTION ON PRESENT SUGGESTED CUR OCT JUL APR JAN OCT JUL STOCK UNIT UNIT ON BACK CUST CORE WARR PART NUMBER POP HAND MIN1 MAX1 MIN MAX QTR YY XY YY YY YY OUTS MEAS PACK ORDER ORD BACK RET S EATON CAM EAT CAM BEARINGS EAT B6 gt 7 6 8 5 0 0 6 2 0 0 0 0 0 0 0 0 0 0 TOTALS FOR PRODUCT LINE 59 EAT CAM BRGS QUANTITY QUANTITY VENDOR CUSTOMER ITEMS OUT CORE WARRANTY ON HAND ON ORDER BACKORDER BACKORDER OF STOCK RETURNS RETURNS 320 0 0 0 0 VALUE OF INVENTORY CORE VALUE OF INVENTORY UNIT SALES TOTALS WARRANTY RETURNS RETURNS CORE VALUE CORE
8. e With the cursor positioned at the Beginning Date prompt enter the beginning date and press lt Return gt or just press lt Return gt to use the default current date e With the cursor positioned at the Ending Date prompt enter the ending date and press lt Return gt or just press lt Return gt to use the default current date Autologue User s Manual Report Processing Page 82 With the cursor positioned at the Direct Output to Printer prompt press the lt Space Bar gt to toggle the value from No to Yes and press lt Return gt or just press lt Return gt to use the default of No and thus output the report to the screen With the cursor positioned at the Show Times Dates changes were made prompt press the lt Space Bar gt to toggle the value from Yes to No and press lt Return gt or just press lt Return gt to use the default of Yes and thus output the times and dates changes were made If a report type of 0 4 was selected With the cursor positioned at the Beginning Customer Vendor prompt enter a beginning customer vendor number and press lt Return gt or just press lt Return gt to leave the field blank and thus output information for all customers on the report With the cursor positioned at the Ending Customer Vendor prompt enter the ending customer vendor number and press lt Return gt or just press lt Return gt to leave the field blank and thus output information for all customers on the report A report
9. The Number of Days Outstanding Ratio is an excellent way of measuring the ability to collect monies from charge accounts The lower the number of days outstanding the better A ratio of 15 days outstanding and below on your 60 day and older balances is excellent The Percentage Distribution Ratio allows a quick review of receivables by accounting period and as a percentage of open balance The ratios Number of Days Outstanding and Percentage Distribution are only accurate when a report listing all customers with an open balance is generated Entering to the ONLY PRINT CUSTOMERS THAT HAVENT PAID THIS MONTH prompt will generate a report of those customers with an outstanding balance in the periods selected who have not made a payment since the last month end closing 12 16 A R Adjustment Report The Accounts Receivable Adjustment Report is designed to assist management with the balancing of accounts receivables It can be run at any time during the month but will be most useful if run as part of the month end closing procedure The report will list by customer all transactions other than regular point of sale invoices and applied receipts such as back office posting deleted A R details service charges paid or canceled statement discounts and adjustments to a 30 60 or 90 day balance Totals for each category will be given by customer with grand totals at the end of the report The details for this report are stored in the prior
10. e With the cursor positioned at the ENTER OPTION 1 2 OR 3 prompt enter 2 Print From Purchase Order and press Return e With the cursor positioned at the PURCHASE ORDER NUMBER prompt enter the purchase order number and press Return e With the cursor positioned at the ORDERED RECEIVED O R prompt enter Ordered or Received and press Return Note Pressing the Return key without entering a value will automatically enter a default value of O Autologue User s Manual Report Processing Page 26 e With the cursor positioned at the PRINT LABEL FOR EACH 1 PART 2 UNIT PACK OR 3 PART NUMBER prompt enter 1 to print one label for each quantity on hand of each part number enter 2 to print one label for each unit pack of each part number or enter 3 to only print one label for each part number on the purchase order and press lt Return gt e With the cursor positioned at the ALL POP CODES prompt enter or N and press lt Return gt Enter Y and the cursor will move to the PRICE 0 prompt Enter and the cursor will move to the A_ prompt Enter and press lt Return gt for each pop code to have labels printed for Enter N and press lt Return gt for each pop code to be excluded Note Labels are NOT printed for items that have negative quantities ordered received 12 5 1 3 Print One Part Number e With the cursor positioned at the ENTER OPTION 1 2 OR 3 prompt enter 3 Print One Part Num
11. O BY RF O CO o1 GT 00 oe oe AP AP X AP AP X oe AP X AP AP AP cP oe AP oe B n GROSS MARGIN 48 2 os WO O B of ous oe X AP X AP AP oe yo N DO The Product Line List menu option prints the following information for the product line number range specified Description Sell Up Message Vendo r Net Price Sheet Date Autologue User s Manual Report Processing Page 50 First Part Number Customer Sales History Level The report can be generated for a range of product line numbers 12 8 1 Printing A Product Line List e From the Report Processing Menu enter 7 Product Line Listing and press lt Return gt The Product Line List Program screen will appear as shown PRODUCT LINE LIST PROGRAM LIST PRODUCT LINES BEGINNING PRODUCT LINE H ENDING PR DUCT LINE Fil EXITS PROGRAM e With the cursor positioned at the BEGINNING PRODUCT LINE prompt enter the beginning product line 0 255 and press lt Return gt e With the cursor positioned at the ENDING PRODUCT LINE prompt enter the ending product line 0 255 and press lt Return gt e With the cursor positioned at the BEGIN PRINTING REPORT Y N prompt enter Y press lt Return gt an
12. Return e With the cursor positioned at the ENDING SALESMAN prompt enter the ending salesman code and press Return Valid salesman codes are A Z and 0 9 e With the cursor positioned at the CUSTOMER C OR VENDOR V prompt enter a C or V to print customer or vendor statements and press Return Autologue User s Manual Report Processing Page 69 The cursor will move to the prompt PRINT STATEMENT MESSAGE AW 1 TOP 2 MIDDLE 3 BOTTOM 12 14 1 4 Printing Statements By Report Code With the cursor positioned at the ENTER 1 2 3 OR 4 prompt enter a 4 Report Code and press lt Return gt With the cursor positioned at the REPORT CODE prompt enter the report code and press lt Return gt Valid report codes are A Z and 0 9 With the cursor positioned at the CUSTOMER OR VENDOR V prompt enter a C or V to print customer or vendor statements and press Return The cursor will move to the prompt PRINT STATEMENT MESSAGE AW 1 TOP 2 MIDDLE 3 BOTTOM With the cursor positioned at the PRINT STATEMENT MESSAGE AW 1 TOP 2 MIDDLE 3 BOTTOM prompt enter a 1 2 or and press Return With the cursor positioned at the PRINT YOUR STORE S NAME AT TOP Y N prompt enter Y and press Return Entering Y will print the name and address information of customer 0 on the top of each statement page With the cursor positioned at the AT BOTTOM Y N prompt enter Y or N and pr
13. 55 Total Receipts from MM DD YY to MM DD YY ALL Customers Vendors Date MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY Field PARTNR QOH UNITPK MIN1 MAX1 TRAKING HIST1 DESC FILLBO PERCAR MIN1 MAX1 PRCLVLO PRCLVL1 PRCLVL2 PRCLVL3 PRCLVL4 PRCLVLS PRCLVL6 PRCLVL7 CORRET Sample Receipts Audit Report Autologue User s Manual Report Processing Previous Value SPEEDY PRESS 44532 ARMSTRONG RD RIVERSIDE CA 92509 909 681 3446 1000 Sample Customer Changes Audit Report Audit File Report Current Value JOE DOE AUTO REPAIR 9921 RESERVOIR STREET LOS ANGELES CA 90001 213 999 0123 200 R 10 200 SREH 99811231 200 2 Total Customer Changes from MM DD YY to MM DD YY ALL Customers Vendors Date MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY MM DD YY Customer Changes MM DD YY HH MM SS Time Page 86 Field CUSTNAME BILLADDR1 BILLADDR2 PHONE1 CREDITLIMT SLSMANCD NETDAYS SRVCHGPCT TAXID DISCPCT MATRIX481 MATRIX482 MATRIX483 MATRIX484 MATRIX485
14. 86 5000 5876 99 00 296 13 2698 00 2716 00 714 687 7431 DATSUN CAR SERVICE 77 45 70000 5190 67 235 5044 32 0 00 59 55 213 924 4718 MM DD YY DIETERS REPAIR 55 97 0 2030 85 00 224 98 1250 00 500 00 714 658 8754 DUNCAN AUTOMOTIVE 83 02 5000 2912 50 00 124 48 1466 00 1239 00 213 947 4765 FRIENDLY AUTO REPAIR 161 5100 8158 58 00 5239 72 2745 00 12 54 714 657 9840 MM DD YY FULLERTON TRANSMISSI 24 5000 1136 10 00 556 98 358 78 195 36 714 584 4101 A C D AUTO REPAIR 30 99000 1049 37 00 0 00 1018 81 0 00 714 652 2547 MM DD YY HORNSBY GARAGE 79 5000 2855 45 00 224 86 1565 24 985 46 714 527 8430 VICKS AUTOMOTIVE Ely 5000 948 77 00 0 00 365 89 555 24 714 658 9874 KURTS TIRES 7045 5000 2539 62 00 227 19 1256 35 985 42 714 527 6541 KENS MOTORS 78 5000 2800 67 00 234 32 1489 65 998 54 714 524 7144 LES AUTOMOTIVE 82 5000 3354 52 00 1030 33 1256 25 985 24 714 524 4610 o 4 0 9 0 0 0 0 0 0 0 0 0 0 TOTAL BALANCE s 52979 90 439 12 25408 81 14886 94 11025 67 PERCENTAGE DISTRIBUTION 100 1 48 28 21 DAYS OUTSTANDING x 62 55 0 51 30 00 17 57 13 01 THIS MONTH FINANCE CHARGE Sample Aged A R Balance Report Autologue User s Manual Report Processing Page 76 12 15 2 Additional Notes On The Age Report The formula for calculating the number of days outstanding is Prior Month s Charge Sales Average Daily Charge Sales 30 Days Balance per Period Number of Days Outstanding Average Daily Charge Sales
15. ACD 45 PLUGS LBE 06 14 94 28 Blank Part Number Shelf Label Cost Cipher Alternate Part amp Vendor option Autologue User s Manual Report Processing Page 29 12 6 Stock Status Report The Stock Status Report program is a very powerful inventory management tool Over nine different types of reports can be generated The Stock Status Report can also calculate and assign min2 max2 stocking levels based upon sales history levels Optionally the calculated min2 max2 stocking levels can be swapped with the min1 max1 stocking levels Listed below the reports available All Parts Report Stock On Order Report Over Stock Report Vendor Backorder Report Stock Out Report Customer Backorder Report Return Stock Status Report Negative Quantity On Hand Report Zero Sales Report Frozen Min Max Report reports can be generated for a range of product lines include or exclude non stocked parts optional include specific popularity and report codes for the part numbers selected STOCK STATUS REPORT BEGINNING PRODUCT LINE W ENDING PRODUCT LINE __ INCLUDE ALL POP CODES Y N _ 1 ALL PARTS 2 OVER STOCKS 53 STOCK OUTS 4 RETURNS S ZERO SALES 56 ON ORDER 7 VENDOR BACKORDER 8 CUSTOMER BACKORDER REPORT CODECS 9 NEG QTY ON HAND 10 FROZEN MIN MAX SHOW MIN MAX 1 OR 2 _ ENTER SELECTION __ CALCULATE SUGGESTED MIN MAX 2 Y N NON STOCKED PARTS 0 _ BEGIN PRINTING
16. DD YY 22089 INVOICE ee ae ee I CUSTOMER LAST PAYMENT CURRENT NUMBER DATE AMOUNT FINANCE CHARGE OVER 90 DAYS OVER 60 DAYS OVER30DAYS CHARGES TOTAL DUE IF PAID BY MM DD YY YOU MAY DEDUCT 62 51 PLEASE PAY A THIS AMOUNT Autologue User s Manual Report Processing Page 72 12 15 Print Aged A R Balance The Aged Balance Report will print a current listing of all outstanding customer and vendor balances for either the current month or the prior month if set up Through the use of selected filtering options the report can be printed for a range of customers vendors or by customers with a specific Salesman Code or Report Code The report can also be generated for only those customers vendors with balances in a specific accounting period An additional option will generate a report of those customers with an open balance that failed to make a payment during the current month This option may also be based upon customers with a balance in selected accounting periods The Aged A R Balance Report will list the following information for each customer vendor printed Account Number 30 Days Balance Account Name 60 Days Balance Salesman Code 90 Days Balance Service Charge Total Telephone Number Credit Limit Last Payment Date Open Balance Last Payment Amount The Aged A R Balance Report will also total receivables and payables by period and supply su
17. INVRETQTY Inventory Return Qty WARRETQTY Warranty Return Qty SLSMANCD Salesman Code NETDAYS Net Days NROFINV Number Of Invoices MOINVHST 24 Months Of Invoice History BALTYPE Balance Type B O BILLTERM Billing Terms SRVCHGPD Service Charges Paid NRLNITEM Number Of Line Items MNNRLNITM 24 Months Of Line Items MNNETSLS 24 Months Net Sales XCLUDISC 6 Product Line Exclusion Discounts LASTPAY Last Payment Date SRVCHG Current Service Charge SRVCHGPCT Service Charge Percentage TAXRATE Tax Rate COD C O D MNNETCRSLS 24 Month Net Core Sales MNNETCOST 24 Month Net Cost Of Sales CORERET Core Return Amount INVRET Inventory Return Amount WARRET Warranty Return Amount TAXID Tax Identification MNNETSLSLVL 24 Month Net Sales Level DISCPCT Discount Percentage RPTCD Report Code COMCUSNR Common Customer Number MISCFLD1 Misc Flag 1 MISCFLD2 Misc Flag 2 MATRIXNR Matrix Number LISTLVL List Level LISTDSC List Discount COREBANK Core Bank Customer Number MATRIX Std Matrix Offset 12 18 1 3 Sample Audit Reports Audit File Report Lost Sales MM DD YY HH MM SS Cust No Part Number Qty Date Time 250 JAT TP1133 2 MM DD YY HH MM SS Total Lost Sales from MM DD YY to MM DD YY ALL Customers Vendors 2 Sample Lost Sales Audit Report Autologue User s Manual Report Processing Audit File Report Stock Outs MM DD YY HH MM SS Cust No Part Number Qty Date Time 1030 HAT PF3905 1 MM DD YY HH MM SS Total Stock Outs from MM DD
18. MO AUG JUL JUN MAY NET SALES 355 77 2870 2910 2790 2570 1790 1150 1260 1400 1810 1750 1760 1590 1230 810 980 40 30 CORE SALES 50 60 INVOICES LINES INVOICE SALES LEVELS 1 THRU H TS TOR 4 SALES LEVELS 13 THRU HISTORY CORE RETURNS INVENTORY RETURNS WARRANTY RETURNS Sample Customer Sales Analysis Report Autologue User s Manual Report Processing Page 16 The customer product history displays a customer s purchases in each of the 24 different sales history levels and can optionally be cleared during the month end closing procedures The sales history levels are setup in the Product Line File The current month return status displays the units and dollar value of core inventory and warranty returns made during the month This field is automatically cleared during the month end closing procedures The grand totals supplied are a valuable tool in developing and calculating salesman commission plans Detailed information is supplied for net sales profit percent and returns The information listed on the Customer Sales Analysis Report can also be graphically screen displayed except for the current month return status For additional information see Viewing A Customer s Sales History within the Customer Update user s manual section 12 3 5 Limited Customer Sales Analysis The Limited Customer Sales Analysis Report prints 3 of the 8 fields of information available on the Customer Sales Analysis Report The L
19. PRICE 3 _ PRICE 4 PRICE 5 ENTER DISCOUNT PERCENT REPORT CODECS ________ PRINTER 0 APS 612 2 OKI 3 FUJI ENTER PRINTER _ TEST FORM RLIGNIENTCV ZND _ BEGIN PRINTING LRBELSCV N _ RESTART PROGRAM EXITS PROGRAM e With the cursor positioned at the ENTER OPTION NUMBER DESIRED prompt enter 1 Parts Label 2 Shelf Label or 3 Barcode Label and press lt Return gt If 1 Parts Label was entered the cursor will be positioned at the SMALL OR LARGE LABEL S L prompt e With the cursor positioned at the SMALL OR LARGE LABEL S L prompt enter S small pre printed labels or L large standard address mailing labels not condensed and press lt Return gt If 2 Shelf Label was entered the cursor will be positioned at the PRINT PART AND MASTER Y N prompt e With the cursor positioned at the PRINT PART AND MASTER Y N prompt enter or and press lt Return gt If was entered and the part number to be printed is a slave alternate part number the label will print the alternate s part number the alternate s master part number the master s description unit cost date printed and the vendor number Autologue User s Manual Report Processing Page 25 If 3 Barcode Label was entered the cursor will be positioned at the ENTER OPTION 1 2 OR 3 prompt Note Bar code labels will only print up to 18 character part numbers This is limitation of the printer and label i
20. TI 810 printer select 1 and set the management printer to 16 5 CPI characters per inch If using an Okidata printer select 2 If using a Fujitsu printer select 3 e With the cursor positioned at the TEST FORM ALIGNMENT Y N prompt enter Y or N and press lt Return gt Enter and a test form pattern will print Enter N and the cursor will be positioned at the BEGIN PRINTING LABELS Y N prompt e With the cursor positioned at the BEGIN PRINTING LABELS Y N prompt enter Y or N and press lt Return gt Enter and the labels requested will begin printing Enter N and the cursor again be positioned at the ENTER OPTION NUMBER DESIRED prompt The arrow key can be pressed to return the cursor to the previous prompt to change a response Press the lt F11 gt Exit key to return to the Report Processing Menu Autologue User s Manual Report Processing 12 5 2 1 Sample Part Number Labels PART NO PTX 1A LIST 3 25 Small Pre printed Part Number Label ACD R45TS 3 45 1 50 Small Blank Part Number Label STORE PART NUMBER LIST PRICE FRA CA326 10 30 DESCRIPTION Small Pre printed Part Number Shelf Label FRA PH30 FILTER Blank Part Number Shelf Label No prices option 1 0 BCA BEARING 17 53 06 14 94 Blank Part Number Shelf Label with price CSP J12YC ACD 45 SPARK PLUGS 1 33 06 14 94 Blank Part Number Shelf Label Alternate Part option CSP J12YC
21. VENDOR CUSTOMER ITEMS OUT CORE WARRANTY ON HAND ON ORDER BACKORDER BACKORDER OF STOCK RETURNS RETURNS 9 10 0 0 3 0 VALUE INVENTORY CORE VALUE OF INVENTORY UNIT SALES TOTALS VALUE OF WARRANTY VALUE VALUE VALUE VALUE VALUE OF OF OF OF OF WARRANTY RETURNS RETURNS CORE VALUE CORE RETURNS E CURRENT STOCKOUTS QUARTER OVERSTOCKS ZERO SALES 23 NEGATIVE QUANTITY ON HAND Sample Negative Quantity On Hand Report 12 6 10 Frozen Min Max Report A Frozen Min Max Report lists all part numbers with their FREEZE MIN MAX fields set to Y frozen When this field is set a part number records min max values are not updated and are thus frozen A Frozen Min Max Report is generated when 10 is entered at the ENTER SELECTION prompt 5 0 Autologue User s Manual Report Processing Page 38 FROZEN MIN MAX REPORT WEEKS INTO QTR 4 QTRS INCLUDED 1st Y 2nd Y 3rd Y 4th N 5th N 6th N WORK DAYS WEEK 6 0 SUGG MIN DAYS 60 SUGG DAYS 120 REPORT CODES NON STOCKED PARTS I PRODUCT LINE SELL UP MESSAGE PLUGS TOOLS CATALOGUE DATE MM YY FILKO IGN POP PRICE PERCENTAGES A 0 B 0 0 D 0 W 0 R 0 5 0 DESCRIPTION ON PRESENT SUGGESTED CUR OCT JUL APR JAN OCT JUL STOCK UNIT UNIT ON BACK CUST CORE WARR PART NUMBER HAND MAX1 MIN MAX QTR YY XX YY XY YY OUTS MEAS PACK ORDER ORD BACK RET S CONTACT SET FKO FO 100 TOTALS FOR PRODUCT LINE 51
22. YY to MM DD YY ALL Customers Vendors Page 85 Sample Stock Outs Audit Report Audit File Report Purchase Order Receipts MM DD YY HH MM SS POType Vend No PO No Part Number Qty B O Date Time PO 50 113 VAB UFB 6901 2 MM DD YY HH MM SS Total Purchase Order Receipts from to MM DD YY ALL Customers Vendors Sample Purchase Order Receipts Audit Report Audit File Report New Purchace Orders MM DD YY HH MM SS Vend No PO No Part Number Qty Date Time 25 120 POP KK244 1 MM DD YY HH MM SS Total New Purchace Orders from MM DD YY to MM DD YY ALL Customers Vendors Sample New Purchase Orders Audit Report Audit File Report Inventory Changes MM DD YY HH MM SS Int Part Number Previous Value Current Value IU AAA 70023 IU 70023 IU 70023 IU 70023 70023 IU AAA 70023 IU 70023 IU AAA 70023 IU AAA 70023 IU 70023 IU AAA 70023 IU AAA 70023 IU 70023 IU AAA 70023 IU 70023 IU 70023 IU AAA 70023 IU 70023 IU AAA 70023 IU AAA 70023 IU 70023 70023 32768 DESCRIPTION NO DESCRIPTION 10 1 4 5 gt gt Total Inventory Changes from MM DD YY to MM DD YY 21 Sample Inventory Changes Audit Report Audit File Report Receipts MM DD YY HH MM SS Cust No Cust Name Inv Chk Ref Date Time 450 ABC REPAIR SVC 158 812 0 MM DD YY 55 450 REPAIR SVC 158 812 0 MM DD YY
23. condensed print Optionally both types of labels can also be printed on standard size mailing labels standard print The program also has the ability to have the cost price printed on price labels in a user defined encoded format All these options can be printed by product line purchase order or by individual part number Listed below are each label type and the options available Parts Label e prints on pre printed Autologue or APS small part labels condensed print or on large standard size mailing labels standard print e option to print a specific number of labels for one part number option to print the alternate part number assuming the part number is an alternate master alternate part number amp description unit cost date printed and the vendor number if by on large part labels only option to print labels for each part s quantity on hand unit pack or one for each part by product line option to print the quantity ordered or received for each part by P O option to only print parts with a particular pop code s by product line option to print a specific price level and optionally have it discounted option to only print parts with a particular report code by product line e option to have the cost price encoded large labels only and COST CIPHER uservar option must be setup and enabled Shelf Label e prints on pre printed Autologue shelf labels condensed print or on standard
24. detail printed on statements will print the PO information first If there is no PO information and there is Reference information then the Reference information prints Management has the ability print both the PO and Reference information for each detail on the statement when the PrntBothPoRef uservar option is enabled Note A limitation of this feature is that only seven characters per field can be printed for PO and Reference information Autologue User s Manual Report Processing Page 71 12 14 2 1 Sample Statement THANK YOU FOR YOUR BUSINESS WE ARE GLAD TO BE OF SERVICE AUTO PARTS STATEMENT 123 MAIN ST BUENA PARK CA 92621 MM DD YY 71 123 5 BUENA FARK CA 92601 PLEASE DETACH AT PERFORATION AND FORWARD WITH YOUR REMITTANCE ACS Computer Systems FINANCE CHARGES IF ANY HAVE BEEN COMPUTED ON CURRENT DATE REFERENCE DESCRIPTION CHARGES CREDITS BALANCE PREVIOUS BALANCE 54816 MM DD YY 11982 INVOICE 71961 126 77 MM DD YY 12256 INVOICE 12136 138313 MM DD YY 12569 INVOICE 1523 139836 MM DD YY 12732 INVOICE 1652 i 141488 MM DD YY 15780 INVOICE 12453 153841 MM DD YY 15892 INVOICE 2300 156141 MM DD YY 16101 INVOICE 1452 157393 MM DD YY 17425 INVOICE 16455 174248 MM DD YY 3659 CASH CHECK RECEIPT THANK YOU 5 16 MM DD YY 3659 DISCOUNT ALLOWED MM DD YY 18 29 INVOICE 124048 MM DD YY 19202 INVOICE 68243 MM DD YY 20002 INVOICE 2528 MM
25. gt Scroll Forwards and lt F9 gt Scroll Backwards keys to scroll through the customer backorder file Use the lt F1 gt Call Item key to display a particular item number e Press the lt F11 gt Exit key to return to the Report Processing Menu 12 10 3 Deleting Customer Backorders e From the Report Processing Menu enter 9 Customer Backorder Report and press lt Return gt The Customer Backorder Update screen will now appear with the cursor positioned at the Item number prompt and the last customer backorder detail created displayed e Using the lt F8 gt Scroll Forwards and lt F9 gt Scroll Backwards or the lt F1 gt Call Item keys display the customer backordered detail to be deleted e Press the lt F4 gt Delete Record key to delete the customer backordered detail The program will automatically call up a workspace within point of sale for the counterman code and customer number of the backorder record If the backordered item was already on the open workspace the cursor will be positioned under the MFR PART NO heading prompt If the backordered item was not already on the open workspace the item will be automatically called up with the quoted price and quantity and cursor will be positioned under the QTY heading prompt The part can be either extended or removed using the lt F16 gt Delete Line key The user has the option to finalize the workspace lt F6 gt Cash Sale F7 Charge Sal
26. output all items on the report 2 Enter a specific number to only report the top number of items and press Return 3 Enter a specific rank code and press lt Return gt to only report the items that fell within the specified rank code percentage 4 Enter an N New Parts or S Summary or Z Zero Sales code and press Return to only report the items that fell within the specified section of the report The Best Seller Report will begin printing to the screen or to the specified printer 12 12 2 Interpreting The Best Seller Report The Best Seller Report is broken up into three sections The first is the Ranked Parts section that contains all items that have sales history and does NOT have NEW within the first quarter sales history field A summary of rank code information is listed which shows per each ranking code the following information Number of Items Sales Units Value of Inventory Percentage of Total Units Sold Percentage of Total Value Percentage of Total Units Cumulative Autologue User s Manual Report Processing Page 61 Quantity on Hand Grand Totals are also listed for the following Number of Items Sales Units Value of Inventory The second is the New Parts section that contains all items that have sales history and also has NEW within the first quarter sales history field A summary of totals information is listed which shows the following information Number of Items Sale
27. size mailing labels standard print when answering N to all price levels part number amp description only option to print the alternate part number assuming the part number is an alternate master alternate part number description and a specific price level option to print a specific number of labels by part number option to only print parts with a particular pop code s by product line option to print a specific price level and optionally have it discounted option to only print parts with a particular report code by product line Standard Autologue part labels are printed on pre printed computer labels with 7 labels across APS Automotive Parts System part labels are printed on pre printed computer labels with 5 labels across Autologue User s Manual Report Processing Page 24 Autologue shelf labels are printed on pre printed computer labels with one label across When printing shelf labels by product line one label will be printed for each part number 12 5 1 Printing Labels e From the Report Processing Menu enter 4 Print Price Labels and press lt Return gt The Print Price Label screen will appear as shown PRINT PRICE LABEL PROGRAM LABEL 2 SHELF LABEL C3 BARCODE LABEL ENTER OPTION NUMBER DESIRED BY PRODUCT LINE 2 PRINT FROM PURCHASE ORDER ENTER OPTION 1 2 OR 3 C3 PRINT ONE PART NUMBER ENTER Y OR N PRICE 8 PRICE 1 PRICE 2
28. the beginning part number and press lt Return gt With the cursor positioned at the ENDING PART prompt enter the ending part number and press lt Return gt Autologue User s Manual Report Processing Page 45 Note The beginning part number entered will automatically be the default value for the ending part number Simply pressing lt Return gt at the ENDING PART prompt uses the default value e With the cursor positioned under the POP CODE prompt enter the specific popularity code A B C D W R 5 be adjusted and press Return or press lt Return gt to use the default value of ALL and adjust all pop codes for this price level e With the cursor positioned under the REPT CODE prompt enter the specific report code s to be adjusted and press lt Return gt or press lt Return gt to use the default value of ALL and adjust all report codes for this price level e With the cursor positioned under the FROM COST prompt enter a minimum cost dollar value to be adjusted and press lt Return gt or press lt Return gt to use the default value of 0 00 and adjust parts with cost prices greater than 0 00 for this price level e With the cursor positioned under the TO COST prompt enter a maximum cost dollar value to be adjusted and press lt Return gt or press lt Return gt to use the default value of 999999 99 and adjust parts with cost prices up to 999999 99 for this price level e With the cursor positioned under
29. the PRICE LEVEL prompt enter the price level 0 8 to be adjusted and press lt Return gt or press lt Return gt to use the default value of 0 and adjust price level 0 e With the cursor positioned under the OF percentage of prompt enter the adjustment percent 0 00 655 35 and press lt Return gt or press lt Return gt to use the default percentage of 100 00 e With the cursor positioned under the PRICE LEVEL prompt enter the price level 0 8 on which the percentage adjustment is to be based upon and press lt Return gt or press lt Return gt to use the default value of 0 e With the cursor positioned under the ROUNDING FACTOR prompt enter a rounding factor i e 0 05 0 10 0 25 0 50 or 1 00 to have prices rounded to and press Return or press Return to use the default value of 0 01 e With the cursor positioned under the ADD ON dollar add on prompt enter an add on value 0 00 99 99 positive or negative and press Return or press Return or press Return to use the default value of 0 00 After completing this line the cursor will be positioned under the CODE prompt below the line just entered e Continue entering all price adjustments up to a maximum of ten adjustment lines e When all price adjustments formulations have been entered press the F6 Update Inventory key to update the prices within the Inventory file As the price adjustments are being applied the screen will d
30. up the screen Enter N and the report will not be spooled e With the cursor positioned at the STOCKED PARTS ONLY prompt enter or press lt Return gt Enter and the report will print only parts that are stocked A part is classified as stocked when the following is true min1 max1 gt 0 or quantity on hand gt 0 Enter N and the report will include both stocked and non stocked parts e With the cursor positioned at the REPORT CODE S prompt enter up to 10 different report codes to be included in this report and press lt Return gt or just press lt Return gt to skip past this prompt Note The field is defaulted to NONE upon entering this field e With the cursor positioned at the ZERO COST ONLY prompt enter Y or N and press lt Return gt Autologue User s Manual Report Processing Page 12 Enter and the report will only include parts that have a zero cost within its price level 0 field Enter N and the report will print all parts regardless of the value within the price level 0 field With the cursor positioned at the BEGIN PRINTING prompt enter Y or N and press lt Return gt Enter and the report will begin printing Enter N and the cursor will move back to the PRINT PRODUCT LINE SUMMARY TOTALS ONLY prompt The arrow key can be used to return the cursor to the previous prompts when change needs to be made 12 3 Print Customer Reports The Print Customer Report
31. will be displayed in the middle of the screen as shown BEST SELLER REPORT Beginning Product Line 1 Ending Product Line 255 Report Codets Perform RANK gt POP CODE Update Print Report fo What to do with Zero Sales items Set the Pop Code to R Create Return P O for all R items 2 No Vendor Name or Number Rre Vou Sure No F1 Reset Options F Print Report F18 Update F11 Exit Program Print the Detailed Report first With the cursor positioned at the Print Report prompt press the Space Bar to toggle the value from No to Yes and press Return or just press Returns to use the default value of No and not print a detailed report Autologue recommends printing a report that will show what the ranking code of each item will be changed to when updating the popularity codes With the cursor positioned at the What to do with Zero Sales item 2 prompt press the Space Bar to toggle the value from Set the Pop Code to Rto Leave Pop Code alone and press Return or just press Return to use the default value of Set the Pop Code to Rand thus set the pop code of zero sales items to an R With the cursor positioned at the Create Return P O for all R items prompt press the Space Bar to toggle the value from No to Yes and press Return or just press Return to use the default value of No and not create return purchase order for zero sales items With the cursor positioned at the
32. will be generated to the specified output If a report type of 5 6 was selected With the cursor positioned at the Product Line prompt enter a specific product line number and press lt Return gt or just press lt Return gt to leave the field blank and thus output information for all product lines on the report With the cursor positioned at the Part Number prompt enter a specific part number and press Return or just press Return to leave the field blank and thus output information for all part numbers on the report A report will be generated to the specified output 12 18 1 1 Inventory Audit Field Change Codes Listed below are a table of inventory change field codes and descriptions Field Code Description PARTNR Part Number PRODLN Product Line QOH Quantity On Hand UNITPK Unit Pack MIN1 Minimum 1 MAX1 Maximum 1 MIN2 Minimum 2 MAX2 Maximum 2 PRCLVLO Price Level 0 PRCLVL1 Price Level 1 PRCLVL2 Price Level 2 PRCLVL3 Price Level 3 PRCLVL4 Price Level 4 PRCLVL5 Price Level 5 PRCLVL6 Core Cost PRCLVL7 Core Sell TRAKING Tracking Flag Autologue User s Manual Report Processing Page 83 SERTRK Serial Number Tracking Flag 4DEC Four Decimals Point Flag LABMISC Labor Misc Code POPCD Popularity Code HIST1 Previous Quarters 4th HIST2 3rd HIST3 2nd HIST4 1st HIST5 4th
33. will be zero Autologue User s Manual Report Processing Page 39 If the suggested maximum is one or greater the suggested minimum will also be at least one This prevents having a minimum of 0 and maximum of 2 To update the min max 2 fields within the Inventory file enter to the UPDATE MIN MAX 2 IN THE INVENTORY FILE Y N prompt Note min max 2 values can be updated without printing a report Using the Stock Status Report program to generate stocking levels based upon sales history helps in reducing obsolete and slow moving merchandise within your inventory and maintain proper stocking levels for popular and fast moving merchandise Using the pop code option different minimum and maximum days of stock can be maintained by popularity code By establishing greater minimum and maximum days of stock for slower moving D and W pop codes items you will be able to maintain depth and high turnover ratios within your inventory Average Stock Maintained Expected Turnover Ratio 30 Days 12 45 Days 8 60 Days 6 90 Days 4 120 Days 3 180 Days 2 12 6 12 Printing A Stock Status Report e From the Report Processing Menu enter 5 Stock Status Report and press Return The Stock Status Report screen will appear as shown STOCK STATUS REPORT BEGINNING PRODUCT LINE W ENDING PRODUCT LINE __ INCLUDE ALL POP CODES Y N _ ALL PARTS 2 OVER STOCKS STOCK OUTS 4 RETURNS ZERO SALES 6 ON ORDER VENDOR BACKORDER 8 CUST
34. 2 1 Sample Best Seller Report BES T SELLER REPORT RANKED PARTS Product Lines 58 58 Report Codes Printed on MM DD YY Rank Code Percentages A 23 B 22 C 20 D 20 W 15 Include Following Sales History Quarters Current Y ist Y 2nd Y 3rd Y 4th Y Sth Y 6th Y Part Number Description BCA A12 TAPR BEARN BCA A13 TAPR BEARN BCA A35 TAPR BEARN BCA HM 903249 BEARING 155 99 845 BCA KB11786 Y BEARING 155 100 000 of Total of Total Units Rank Code Items PARTS Product Lines 58 58 Report Codes Printed on MM DD YY Rank Code Percentages A 23 B 22 C 20 D 20 W 15 Include Following Sales History Quarters Current Y 156 Y 2nd Y 3rd Y 4th Y 5th Y 6th Y Part Number BCA A37 TAPR BEARN 17 021 BCA 107DD BEARING 6 383 BCA WPS102GRC AG BEARING SELLER REPORT ZERO SALES Product Lines 58 58 Report Codes Printed on MM DD YY Rank Code Percentages A 23 22 20 D 20 15 Include Following Sales History Quarters Current Y lst Y 2nd Y 3rd Y 4th Y Sth Y 6th Y Rank Part Number Sales Total 1 BCA 02135C BOWER BCA BEA 210 BCA A40 TAPR BEARN 1 100 000 100 000 Sample Best Seller Report Page 62 Autologue User s Manual Report Processing Page 63 12 12 3 Updating The Popularity Codes Once all the entry fields have been input as described in the previous section press the lt F10 gt Update key A Perform Rank gt Pop Code Update pop up window
35. 4 12 111 Accessing The Printing Open Workspaces Program 55 12 112 Filtering Options elei 55 1211 3 States BOX oan 56 12 12 Best Seller Report itu ns Di atus eii Phila Uere itp 56 12 121 Printing A Best Seller Repotrrt 57 12 122 Interpreting The Best Seller Repott 60 12 12 2 1 Sample Best Seller Report 62 12 12 3 Updating The Popularity Codes 63 12 12 4 Creating A Return Purchase Order For Zero Sales Merchandise 64 12 13 Product Line Sales IR 65 12 13 1 Printing A Product Line Sales Repott 65 12 13 1 1 Sample Product Line Sales Reporrt 66 12 14 Print Statements rq 66 12 14 1 Printing Statements 66 12 14 1 1 Printing Statements For A Range Of Customers 68 12 14 1 2 Printing Statements For A Range Of Vendors 68 12 14 1 3 Printin
36. 60 day balance on this report e With the cursor positioned at the 90 DAYS prompt enter or and press lt Return gt Entering will include all customers vendors with a 90 day balance on this report e With the cursor positioned at the SERVICE CHARGE prompt enter or N and press lt Return gt Entering will include all customers vendors with a service total balance on this report e With the cursor positioned at the ONLY PRINT CUSTOMERS THAT HAVENT PAID THIS MONTH prompt enter Y or Nand press lt Return gt Entering will generate a report of those customers with a balance in the selected periods which have not made a payment since the last month end An excellent time to generate a Non Payment report is the 15th of each month Autologue User s Manual Report Processing Page 75 Entering N to this prompt will generate a report of those customers with a balance in the periods selected above regardless of their Last Payment Date During month end users may choose to run two separate age reports The first age report would include all customers with an open balance and the second report would only include those customers who have not made a payment in the past 30 days e With the cursor positioned at the CALCULATE SERVICE CHARGES prompt enter Y or N and press lt Return gt Entering will calculate service charges based upon the account s outstanding old balance and service charge percent Typically
37. 8 70 39 29 48 01 56 63 56 63 71 24 43 29 90 40 17 50 00 50 00 79 42 4759 39 02 47 92 56 47 56 47 80 45 01 29 97 40 18 50 00 50 00 77 54 47 30 03 40 05 50 00 50 00 72 40 80 30 00 40 17 50 00 50 00 71 86 82 30 00 40 13 50 00 50 00 77 11 28 30 06 40 16 50 00 50 00 74 53 70 30 04 40 14 50 00 50 00 78 62 39 32 97 56 55 55 80 00 30 17 50 00 70 gt gt gt gt gt p p p p gt p p p p p p p p 31 50 t 73 39 56 80 25 36 57 46 99 46 99 60 DATE MM DD YY GROSS MARGIN PRICING REPORT AVERAGE BY POP CODE PRODUCT LINE 4 JTT LIFTERS GASKETS A 0 B 0 0 D 0 W 0 R 0 CATALOGUE DATE MM YY AVERAGE AVG CORE POP CODE PRICE 0 PRICE 1 PRICE 2 PRICE 3 PRICE 4 PRICE 5 COST 92 30 45 40 45 50 28 50 28 6 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 Sample Gross Margin Pricing Report Detailed 52 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 Autologue User s Manual Report Processing Page 23 12 5 Print Price Labels The Print Price Label program allows part number labels to be printed on pre printed Autologue or APS labels condensed print Shelf labels can be printed on pre printed Autologue shelf labels
38. 890 923 0156 827 0741 681 2741 158 ALLEN PARTS AND EQUIP PO BOX 688 SALEM OR 97440 CONTACT RICK 503 166 ALLIED EQUIPMENT 3210 PALOMA ROAD SAN BERNARDINO CA 92511 P O BOX 597 909 174 ALLOY ALIGNMENT BRAKE SUPP 539 A W VALENCIA FULLERTON CA 92632 714 182 A 1 LOU S RENTALS 2415 CANYON ROAD SAN FRANCISCO CA 94117 415 190 AL S TRANSMISSION SERVICE 7741 CERRITOS WAY CYPRESS CA 90630 714 198 ANAHEIM TRANSPORTATION 5891 RAILROAD STREET ANAHEIM CA 91741 714 150 ALLEN BRAKING SUPPLY 5210 NORTH 16TH ST LAYTON UT 84011 801 544 0191 TOTAL NUMBER OF CUSTOMERS PRINTED 13 Sample Standard Customer List 12 3 4 Customer Sales Analysis Report The Customer Sales Analysis Report is a valuable management tool for evaluating the sales and profitability of specific customers salesman or a group of customers using report codes The report will contain the following information for each customer and grand totals of all customers printed Net Sales Number of Invoices Core Sales Average Items Per Invoice Cost of Sales Customer Product History Profit Percent Current Month Return Status All information is given for the current month plus the previous 24 months except customer product history and current month return status STR1 CUSTOMER MONTHLY SALES ANALYSIS DATE MM DD YY 250 AMERICAN ACRYLIC 1257 ORANGETHORPE FULLERTON CA 91775 2555 SALESMAN GROUP A CURR
39. Adjustment Formula 46 12 7 3 1 Deleting A Price Adjustment Formula Line 47 12 7 4 Selecting A Price Adjustment Formula 47 12 7 5 Deleting A Price Adjustment Formula 48 12 7 6 Gross Margin Conversion Table 49 12 8 Prod ct Line Listing o eiecit iaie ted ui redi dus aq dba i 49 12 8 1 Printing Product Line List 50 12 9 Print Kits Alternates amp Supersessions 51 12 10 Customer Backorder Repotrt 51 12 10 1 Printing A Customer Backorder Repott 52 12 10 2 Displaying Customer Backorder Records 53 12 10 3 Deleting Customer Backorders 53 12 10 4 Editing Customer Backorder Quantities 54 12 11 Print Open Order Workspace Repott 5
40. Are You Sure prompt press the Space Bar to toggle the value from No to Yes and press Return The program will then update the popularity codes of the selected items with the rank code they fell within After updating the pop codes the cursor will be positioned at the Beginning Product Line prompt Autologue User s Manual Report Processing Page 64 12 12 4 Creating A Return Purchase Order For Zero Sales Merchandise e Once all the entry fields have been input as described in the previous section press the lt F10 gt Update key A Perform Rank gt Pop Code Update pop up window will be displayed in the middle of the screen e With the cursor positioned at the Print Report prompt press the lt 5 Bar gt to toggle the value from No to Yes and press lt Return gt or just press lt Return gt to use the default value of No and not print a detailed report Autologue recommends printing a report that will show what the ranking code of each item will be changed to when updating the popularity codes e With the cursor positioned at the What to do with Zero Sales item prompt just press lt Return gt to use the default value of Set the Pop Code to R and thus set the pop code of zero sales items to an R e With the cursor positioned at the Create Return P O for all R items prompt press the lt 5 Bar gt to toggle the value from No to Yes and press lt Return gt to create a return purchase order for ze
41. Autologue User s Manual Report Processing Page i Table Of Contents 12 Introduction Report Processing 1 12 1 Accessing The Report Processing Menu 2 12 2 Inventory Price oor 3 12 2 1 Product Eine Summary Totals 3 1 DEPA BE c aan hpa 5 122 3 Customer Price Listu a aa Fed aep Hk en asas 5 12 24 Inventory Quantities Repott 6 12 2 5 Inventory Parts List 7 12 2 6 Printing Inventory Price List Repotts 8 12 5 Printt Customer Reports Pita vcn mn Fore ve atr fevum 12 1231 Mailing Labels inepte FOI RORIS dd re Sq Me a du n 13 12 32 Index oiii o rao f asi em Y rna OR EH Um A ER ES CA EUR 13 1223 Standard PO 14 12 3 4 Customer Sales Analysis Repott 15 12 3 5 Limited Customer Sales Analysis 16 12 3 6 Customer Sales A
42. BEGIN PRINTING REPORT Y N prompt enter or Nand press lt Return gt Enter and a report will be generated and then printed based upon the entered responses When the report is done printing the cursor will be positioned at the prompt UPDATE MIN MAX 2 Enter N and the cursor will be positioned at the prompt UPDATE MIN MAX 2 The updating of min max 2 stocking levels can be performed without printing a report e Enter Y or N to the UPDATE MIN 2 MAX 2 prompt and press lt Return gt Entering Y will update the min max 2 stocking levels with the suggested min max stocking levels Only those part numbers included within the responses entered above will be updated The Report Processing Menu will be displayed after the Stock Status Report program is completed 12 6 12 2 Swapping Min Max2 amp Min Max1 Values e When having the system calculate suggested stocking levels based upon sales history through the Stock Status Report program the user now has the ability to Autologue User s Manual Report Processing Page 42 swap the min max1 and min max2 values for each unfrozen part number by pressing the F6 Swap Min Max 1 amp 2 key When a part has its FREEZE MIN MAX flag set within its part record it s protected from having its min maxl1 values swapped 12 7 Automatic Price Adjustment The Automatic Price Adjustment program allows management to adjust prices in a variety of ways that include Part number or
43. F SALES SALES INVOICES PER INVOICE SALES TOTAL 250 AMERICAN ACRYLIC 855 MI 158 78 251 CERTIFIED APPLIANCE 0 00 0 00 252 CHUCK AND SAMS AUTOMOTIVE 0 00 0 00 253 CONE CHEVROLET 18 00 12 00 254 CONTINENTAL RADIATOR 00 00 255 DATSUN CAR SERVICE 35 60 256 DIETERS REPAIR 00 00 257 DUNCAN AUTOMOTIVE 00 00 258 FRIENDLY AUTO REPAIR 00 00 o Oooooooooowoooo 00 38120 00 39480 00 38070 00 39280 00 38070 00 38070 00 38070 00 38070 00 38070 00 38070 00 40670 00 38070 00 38070 00 27340 00 00 260 A C D AUTO REPAIR 00 261 HORNSBY GARAGE 00 262 VICKS AUTOMOTIVE 00 263 KURTS TIRES 00 264 KENS MOTORS 00 265 LES AUTOMOTIVE 00 00 00 00 2 0 6 0 0 0 259 FULLERTON TRANSMISSION 00 0 00 0 0 0 0 0 0 GRAND TOTAL FROM CUSTOMER 250 TO CUSTOMER 265 Sample Customer Sales Analysis Current Month Report 12 3 7 Customer Pricing Matrix The Customer Matrix Report prints out all pricing information stored in the customer record for the specified range of customers The report will print out the standard pricing matrix which defines what price level the customer buys at for each product line number the exception pricing information and the popularity pricing information Autologue User s Manual Report Processing Page 18 Customer Matrix ReporW Cust 100 101 Mon Sep 14 HH MM SS Page Customer 100 AAA RETA
44. File Setting Up An Alternate Pricing Matrix section of the user s manual Using the and arrow keys highlight the desired matrix and press Return If the first menu item STANDARD MATRIX is selected prices will be calculated based upon the customer s standard pricing If the second menu item ALTERNATE MATRIX is selected prices will be calculated based upon the customer s alternate matrix number setup The cursor will then be positioned at the PRINT DESCRIPTIONS prompt Autologue User s Manual Report Processing Page 10 e With the cursor positioned at the LIST ALL PRICES prompt enter or N and press lt Return gt Enter and the report will print all eight price levels but will exclude the Average Cost field Enter N and the cursor will be positioned at the AVERAGE COST prompt Enter Y or N to each price level and press lt Return gt The report will only include price levels with a entered next to each of their respective prompt e With the cursor positioned at the LIST ALL QUANTITIES prompt enter or N and press lt Return gt Enter and the report will include the following information for each part number Pop Code Quantity on Hand Min1 Max1 and 2 2 Enter N and the report will omit printing quantities information for each part number as well as summary totals for each product line e With the cursor positioned at the PRINT DESCRIPTIONS prompt enter Y or N and press lt Ret
45. IL DEPCO INC Lvl 0 1 1 1 Pop Lvl 2 1 1 Pop Lv1l 4 1 1 5 Pop 100 00 100 00 100 00 100 00 100 00 100 00 0 10 20 30 40 50 60 3333333333 3333333333 3333333333 3333333333 3333333333 3333333333 3333333333 70 80 90 100 110 120 130 3333333333 3333333333 3333333333 3333333333 3333333333 3333333333 3333333333 140 150 160 170 180 190 200 3333333333 3333333333 3333333333 3333333333 3333333333 3333333333 3333333333 210 220 230 240 250 3333333333 3333333333 3333333333 3333333333 333333 Prod Mfr Part Pct Price Price Level 1 Percent 119 00 0 Example Note Entry 103 Fixed HEL 4550 10 00 Special for Depco Only Customer 101 AB MOTORS ILv1 0 Pop Lvl 1 Pop Lvl 2 Pop Lvl Pop Lvl 4 Pop Lvl 5 Pop 100 00 100 00 100 00 100 00 100 00 100 00 0 10 20 30 40 50 60 3333333333 3333333333 3333333333 3333333333 3333333333 3333333333 3333333333 70 80 90 100 110 120 130 3333333333 3333333333 3333333333 3333333333 3333333333 3333333333 3333333333 140 150 160 170 180 190 200 3333333333 3333333333 3333333333 3333333333 3333333333 3333333333 3333333333 210 220 230 240 250 3333333333 3333333333 3333333333 3333333333 333333 Prod Type Mfr Part Pct Price Price Level 4 Percent 80 00 5 Example of 20 off of List Price Sample Customer Pricing Ma
46. Last Year HIST6 3rd DESC Description CURPERUN Current Period Units CURQTRSLS Net Sales In Dollars Current Qtr CURQTYUN Net Sales Units Current Qty CURBKO Customer Backorder FILLBO Fill Backorder WARNTS Warranties CORRET Core Return STKOUT Stock Outs PERCAR Per Car Unit Of Measure WEIGHT Weight In Ounces RPTCD Report Codes ZNBIN Zone Bin PRCLVL8 Average Cost 12 18 1 2 Customer Audit Field Change Codes Listed below are a table of customer change field codes and descriptions Field Code Description CUSTVENDFLAG Customer Vendor flag CUSTNAME Customer Name BILLADDR1 Billing Address 1 BILLADDR2 Billing Address 2 BILLADDR3 Billing Address 3 SHIPADDR1 Shipping Address 1 SHIPADDR2 Shipping Address 2 SHIPADDR3 Shipping Address 3 PHONE1 Phone 1 PHONE2 Phone 2 PHONE3 Phone 3 PONUM Purchase Order Number CREDITLIMT Credit Limit CURMONRCPT Current Month s Receipts BALOO Current Balance BAL30 30 Day Balance BAL60 60 Day Balance BAL90 90 Day Balance LASTPAYAMT Last Payment Amount TAXCOL Tax Collected TAXABLESLS Taxable Sales NETSLS Net Sales NTCORSLS Net Core Sales COSTOFSLS Cost Of Sales TAXCODE Tax Code Autologue User s Manual Report Processing Page 84 MONTHSONSYS Months On System CORETQTY Core Return Qty
47. OMER BACKORDER REPORT CODECS NEG QTY ON HAND 10 FROZEN MIN MAX SHOW MIN MAX 1 OR 2 _ ENTER SELECTION __ CALCULATE SUGGESTED MIN MAX 2 Y N NON STOCKED PARTS 1 0 _ BEGIN PRINTING CEXCLUDE INCLUDE ONLY RESTART PROGRAM EXITS PROGRAM Autologue User s Manual Report Processing Page 40 With the cursor positioned at the BEGINNING PRODUCT LINE prompt enter the beginning product line 0 255 and press lt Return gt With the cursor positioned at the ENDING PRODUCT LINE prompt enter the ending product line 0 255 and press lt Return gt The report will only include part numbers within the entered product line range With the cursor positioned at the ENTER SELECTION prompt enter the number 1 10 corresponding the type of report desired and press lt Return gt With the cursor positioned at the INCLUDE ALL POP CODES Y N prompt enter or Nand press lt Return gt Enter to include all popularity codes Enter N to not include all popularity codes Enter or and press lt Return gt to each of the specific popularity codes The report will include only those part numbers with its popularity code answered Y With the cursor at the REPORT CODE S prompt enter up to 10 different report codes and press lt Return gt or just lt Return gt to skip past this prompt With the cursor positioned at the SHOW MIN MAX 1 OR 2 prompt enter 1 to show min max1 2 to show min max2 value
48. OMER ITEMS OUT CORE WARRANTY ON HAND ON ORDER BACKORDER BACKORDER OF STOCK RETURNS RETURNS 76 32 0 8 0 0 0 VALUE OF INVENTORY CORE VALUE OF INVENTORY UNIT SALES TOTALS WARRANTY RETURNS RETURNS CORE VALUE CORE RETURNS D CURRENT STOCKOUTS QUARTER OVERSTOCKS ZERO SALES a 126 NEGATIVE QUANTITY ON HAND Sample Customer Backorder Report 12 6 9 Negative Quantity On Hand Report A Negative Quantity on Hand Report lists all part numbers that have a quantity on hand less than zero Quantities on hand become negative when inventory overrides are performed through point of sale invoicing A Negative Quantity On Hand Report is generated when 9 is entered at the ENTER SELECTION prompt Autologue User s Manual Report Processing Page 37 NEGATIVE QUANTITY ON HAND REPORT WEEKS INTO QTR 4 QTRS INCLUDED 1st Y 2nd Y 3rd Y 4th N 5th N 6th N WORK DAYS WEEK 6 0 SUGG MIN DAYS 60 SUGG DAYS 120 REPORT CODES NON STOCKED PARTS I PRODUCT LINE SELL UP MESSAGE PLUGS TOOLS CATALOGUE DATE MM YY FILKO IGN POP PRICE PERCENTAGES A 0 B 0 0 D 0 W 0 R 0 5 0 DESCRIPTION ON PRESENT SUGGESTED CUR OCT JUL APR JAN JUL STOCK UNIT UNIT ON BACK CUST CORE WARR PART NUMBER POP HAND MIN1 MAX1 MIN MAX QTR YY XX YY XY YY OUTS MEAS PACK ORDER ORD BACK RET CONTACT SET FKO 75S CAP FKO FO 99 W 4 ROTOR A 2 100 3 TOTALS FOR PRODUCT LINE 51 FILKO IGN QUANTITY QUANTITY
49. PART NUMBER POP HAND MIN1 MAX1 MIN MAX XY YY XY YY OUTS MEAS PACK ORDER ORD BACK RET RET ALTERNATOR REB 7057 STARTERS REB 3131 REB 3132 USE 3257 3256 REB 3250 STARTERS USE 3256 REB 3257 A 2 STARTERS REB 3258 A 2 2 TOTALS FOR PRODUCT LINE 65 REB ELECTRIC QUANTITY QUANTITY VENDOR CUSTOMER ITEMS OUT CORE WARRANTY ON HAND ON ORDER BACKORDER BACKORDER OF STOCK RETURNS RETURNS 1 0 0 0 3 33 1 VALUE OF INVENTORY CORE VALUE OF INVENTORY UNIT SALES TOTALS VALUE OF WARRANTY RETURNS WARRANTY RETURNS CORE VALUE VALUE OF CORE RETURNS VALUE OF STOCKOUTS 2 QUARTER VALUE OF OVERSTOCKS VALUE OF ZERO SALES 58 VALUE OF NEGATIVE QUANTITY ON HAND Sample Return Stock Status Report 12 6 5 Zero Sales Report A Zero Sales Report lists part numbers with zero sales in the selected quarters of sales history Current quarter is always included but user s can select any combination of the previous six quarters of sales history A Zero Sales Report is generated when a 5 is entered at the ENTER SELECTION prompt Autologue User s Manual Report Processing ZERO SALES REPORT WEEKS INTO QTR REPORT CODES 0 QTRS INCLUDED 1st Y 2nd Y 3rd Y 4th N 5th N 6th N NON STOCKED PARTS I WORK DAYS WEEK 0 0 SUGG MIN DAYS 0 PRODUCT LINE EAT CAM BRGS SELL UP MESSAGE POP PRICE PERCENTAGES GASKETS 0 B 0 C3 CATALOGUE DATE MM YY D 0 W 0 R 0 5 0 DESCRIPTION PART N
50. R OCT QTR YY JUL APR JAN OCT YY XX YY YY VENDOR BACKORDER CUSTOMER BACKORDER QUANTITY ON ORDER 10 5 0 UNIT SALES TOTALS CURRENT QUARTER 0 WORK DAYS WEEK 0 0 D 10 JUL 5 YY MM DD YY SUGG MIN CATALOGUE DATE MM YY W 22 R 0 TOCK UNIT UNIT OUTS MEAS PACK EMS OUT STOCK 0 DAYS 0 ON ORDER BACK CUST ORD BACK CORE RETURNS 0 5 ARRANTY RETURNS 0 SUGG MAX DAYS 0 WARR O RET 5 WARRANTY RETURNS 0 Autologue User s Manual Report Processing Page 36 12 6 8 Customer Backorder Report A Customer Backorder Report lists all part numbers presently backordered by customers A Customer Backorder Report is generated when 8 is entered at the ENTER SELECTION prompt CUSTOMER BACKORDER REPORT WEEKS INTO QTR 0 QTRS INCLUDED 1st Y 2nd Y 3rd Y 4th Y 5th Y 6th Y WORK DAYS WEEK 0 0 SUGG MIN DAYS 0 SUGG MAX DAYS 0 REPORT CODES NON STOCKED PARTS I PRODUCT LINE SELL UP MESSAGE CRANKSHAFT CATALOGUE DATE MM YY MICHIGAN BRGS POP PRICE PERCENTAGES 0 B 0 0 D 0 W 0 R 0 5 0 SALES HISTORY DESCRIPTION ON PRESENT SUGGESTED CUR OCT JUL APR JAN JUL STOCK UNIT UNIT ON BACK CUST CORE WARR O PART NUMBER POP HAND MIN1 MAX1 MIN MAX QTR YY YY OUTS MEAS PACK ORDER ORD BACK RET 5 ENGINE BEARINGS DAB R7555 10 A 76 48 TOTALS FOR PRODUCT LINE 53 MICHIGAN BRGS QUANTITY QUANTITY VENDOR CUST
51. RCENTAGES STOCK ON ORDER REPORT CRANKSHAFT A 0 B 0 SUGGESTED MIN MAX JUL JAN XY YY XY QUANTITY VENDOR CUSTOMER ON ORDER BACKORDER BACKORDER 384 0 8 UNIT SALES TOTALS CURRENT QUARTER 366 WORK DAYS WEEK 0 0 W JUL 5 YY ITE OF CATALOGUE DATE MM YY D 0 0 0 UNIT UNIT OUTS MEAS PACK MS OUT STOCK 1 5 0 SUGG DAYS 0 ON ORDER SUGG MAX DAYS 0 BACK CUST CORE WARR O ORD BACK CORE RETURNS 0 W 12 6 7 Vendor Backorder Report A Vendor Backorder lists all part numbers presently on vendor backorder A vendor backorder report is generated when a 7 is entered at the ENTER SELECTION prompt WEEKS INTO QTR REPORT CODES 0 NON STOCKED PARTS I PRODUCT LINE FRAM FILTERS DESCRIPTION PART NUMBER ON PRESENT POP HAND MIN1 1 PCV VALVE FRM FV104 A TOTALS FOR PRODUCT LINE 50 FRAM FILTERS SENE QUANTITY ON HAND 1 VALUE OF INVENTORY CORE VALUE OF INVENTORY VALUE OF WARRANTY RETURNS WARRANTY RETURNS CORE VALUE VALUE OF CORE RETURNS VALUE OF STOCKOUTS VALUE OF OVERSTOCKS VALUE OF ZERO SALES VALUE OF NEGATIVE QUANTITY ON HAND Sample Vendor Backorder Report QTRS INCLUDED 1st Y 2nd Y 3rd Y 4th Y 5th Y 6th Y SELL UP MESSAGE POP PRICE PERCENTAGES VENDOR BACKORDER REPORT OIL WRENCHES A 10 5 SUGGESTED MIN MAX CU
52. RETURNS gt CURRENT STOCKOUTS 4 QUARTER OVERSTOCKS ZERO SALES 10 NEGATIVE QUANTITY HAND Sample All Parts Report 12 6 2 Over Stock Report An Over Stock Report will only list part numbers with a quantity on hand plus on order plus vendor backorder quantities greater than the maximum stocking level selected max 1 or max 2 The actual over stock quantity will print under the last column 0 S for each part number The dollar value of over stocks will be listed by product line An Over Stock Report is generated when a 2 is entered at the ENTER SELECTION prompt Autologue User s Manual Report Processing OVERSTOCK WEEKS INTO QTR REPORT CODES 4 NON STOCKED PARTS I PRODUCT LINE EAT CAM BRGS SELL UP MESSAGE DESCRIPTION PART NUMBER ON PRESENT HAND 1 SUGGESTED MIN MAX CAM BEARINGS 8 32 6 TOTALS FOR PRODUCT LINE 59 EAT CAM BRGS BEX QUANTITY QUANTITY ON HAND ON ORDER 32 0 VALUE OF INVENTORY CORE VALUE OF INVENTORY WARRANTY RETURNS RETURNS CORE VALUE CORE RETURNS STOCKOUTS OVERSTOCKS ZERO SALES NEGATIVE QUANTITY ON HAND Sample Overstock Report 12 6 3 Stock Out Report QTRS INCLUDED 1st Y 2nd Y 3rd Y 4th N POP PRICE PERCENTAGES REPORT 5th N 6th N GASKETS 0 B 0 0 YY JUL APR XY YY JAN YY VENDOR CUSTOMER BACKORDER BACKORDER 0 0 UNIT SALES TOTALS CURREN
53. S 8 THROUGH 5 6 CORE COST SELL 8 RVG COST RESTART DELETE LINE MEE SAVE FORMULA SELECT FORMULA gs DELETE FORMULA EXIT PROGRAM ENTER FORMULAS UPDATE INVENTORY Using the and V arrow keys highlight the desired formula or enter the corresponding number and press lt Return gt Autologue User s Manual Report Processing Page 48 The lt F8 gt Scroll Forward and lt F9 gt Scroll Backward keys can be used to scroll through pages of formula s The lt F10 gt key can be used to automatically position the cursor on the last formula section item AUTOMATIC PRICE ADJUSTMENT BEGINNING PRODUCT LINE BEGINNING PART ENDING PRODUCT LINE 150 ENDING PART POP REPT T PRICE PRICE ROUNDING ADD CODE CODE COS COST LEVEL DF LEVEL FACTOR ON RLL RLL 8 80 8 49 3 350 00 8 8 81 8 00 ALL ALL 8 50 8 99 3 300 00 8 9 01 8 00 ALL ALL 1 00 1 99 3 200 00 8 8 01 8 00 ALL ALL 2 00 2 99 3 185 00 8 8 81 8 08 ALL ALL 100 00 999999 99 3 95 00 3 8 81 8 00 D RLL 3 00 100 00 3 180 00 8 9 01 8 00 D x 3 00 100 00 3 190 00 8 8 01 8 00 ALL 5 3 00 999999 99 3 250 00 8 8 81 8 00 0 ALL 8 00 999999 99 3 400 00 8 9 01 8 00 8 0 999999 99 25 08 9 01 8 08 PRICE LEVELS 8 THROUGH 5 6 CORE COST 7 CORE SELL 8 COST RESTRRT MU DELETE LINE gi SAVE FORMULA SELECT FORMULA DELETE FORMULA EXIT PROGRAM ENTER FORMULAS UPDATE INVENTORY
54. Sample Stock Out Report QTRS INCLUDED 1st Y 2nd Y 3rd Y 4th N 5th N 6th N POP PRICE PERCENTAGES REPORT GASKETS 0 B 0 0 YY JUL APR XY YY JAN YY VENDOR CUSTOMER BACKORDER BACKORDER 0 0 UNIT SALES TOTALS CURRENT QUARTER 28 12 6 4 Return Stock Status Report WORK DAYS WEEK 6 0 SUGG MIN DAYS 60 5 66 MAX DAYS 120 CATALOGUE DATE MM YY D 0 W 0 R 0 5 0 JUL STOCK UNIT UNIT YY ON BACK CUST CORE WARR O OUTS MEAS PACK ORDER ORD BACK RET RET 5 ITEMS OUT CORE WARRANTY OF STOCK RETURNS RETURNS 0 0 0 The Return Stock Status Report will list all core and or warranty returns according to the returns options selected Core and warranty return quantities will print under the CORE RET and WARR RET columns The dollar values of core returns and warranty returns will be listed by product line A Return Stock Status Report is generated when a 4 is entered at the ENTER SELECTION prompt Autologue User s Manual Report Processing Page 33 RETURN STOCK STATUS REPORT WEEKS INTO QTR 4 QTRS INCLUDED 1st Y 2nd Y 3rd Y 4th N 5th N 6th N WORK DAYS WEEK 6 0 SUGG MIN DAYS 60 SUGG DAYS 120 REPORT CODES NON STOCKED PARTS I PRODUCT LINE SELL UP MESSAGE SOLENOID REG CATALOGUE DATE MM YY REB ELECTRIC POP PRICE PERCENTAGES 0 B 0 0 D 0 W 0 R 0 5 0 DESCRIPTION ON PRESENT SUGGESTED OCT JUL APR JAN JUL STOCK UNIT UNIT ON BACK CUST CORE WARR
55. T QUARTER 28 WORK DAYS WEEK 6 0 SUGG MIN DAYS 60 5066 CATALOGUE DATE MM YY D 0 W 0 R 0 5 0 JUL STOCK UNIT UNIT YY ON BACK CUST CORE OUTS MEAS PACK ORDER ORD BACK ITEMS OUT CORE OF STOCK RETURNS 0 0 A Stock Out Report will list only those part numbers with stock out quantities greater than zero Stock outs are recorded in point of sale when the quantity to be sold is greater than the quantity on hand available Stock outs are accumulated within the inventory file until cleared an option during month end closing procedures DAYS 120 WARR O 5 0 The actual stock out quantity will print under the STOCK OUTS column for each part number The dollar value of stock outs will be listed by product line A Stock Out Report is generated when a 3 is entered at the ENTER SELECTION prompt Autologue User s Manual Report Processing STOCKOUT WEEKS INTO QTR 4 REPORT CODES NON STOCKED PARTS I PRODUCT LINE EAT CAM BRGS SELL UP MESSAGE DESCRIPTION PART NUMBER ON PRESENT HAND 1 SUGGESTED MIN MAX CAM BEARINGS 8 32 6 TOTALS FOR PRODUCT LINE 59 EAT CAM BRGS BEX QUANTITY QUANTITY ON HAND ON ORDER 32 0 VALUE OF INVENTORY CORE VALUE OF INVENTORY WARRANTY RETURNS RETURNS CORE VALUE CORE RETURNS STOCKOUTS OVERSTOCKS ZERO SALES NEGATIVE QUANTITY ON HAND
56. U SURE Y N prompt enter Y and press Return The report will be generated and upon completion a REPORT COMPLETED message will be displayed in the lower right hand corner of the screen The report is sorted by customer number and part number Press the lt F11 gt Exit key to return to the Report Processing Menu The Customer Backorder Report is an excellent tool for staying on top of customer backorders when purchase orders are being received Using the F7 Purchasing Report and the Customer Backorder Report it is easy to determine when Autologue User s Manual Report Processing Page 53 backordered merchandise is received and whom the merchandise was backordered for CUSTOMER BACKORDER REPORT MM DD YY Product Line ALL Customer Number ALL DATE CUST PO NUMBER CUSTOMER NAME DESCRIPTION PRICE EA PRICE EXT 120 MM DD YY FREEHOLD EXXON 8 ACD R45TS SPARK PLUGS 121 MM DD YY BILLS AUTO REPAIR 1 WIX 24071 FILTER 226 MM DD YY GOODYEAR AUTOMOTIVE 1 350 MASTER KIT 229 MM DD YY CHUCKS GARAGE 1 TRW 22514 PUSH RODS Sample Customer Backorder Report 12 10 2 Displaying Customer Backorder Records e From the Report Processing Menu enter 9 Customer Backorder Report and press lt Return gt The Customer Backorder Update screen will now appear with the cursor positioned at the Item number prompt and the last customer backorder detail created displayed The customer backordered records can be displayed by using the lt F8
57. UMBER ON POP HAND PRESENT MAX1 SUGGESTED MIN MAX ON ORDER JUL APR YY YY JAN XY JUL STOCK UNIT UNIT YY OUTS MEAS PACK EATON CAM EAT CAM BEARINGS 9 12 2 4 13 8 EAT DA1 EAT DA2 EAT F1 EAT F7 EAT F9A EAT F15 EAT F16 EAT F18 EAT F19 EAT F22 EAT F23A EAT F24 EAT F26 10 gt 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 60 0055 90 Ou 60 6 60 0 Gy ey ey GS G Gy gt ey ey 00 Q S TOTALS FOR PRODUCT EAT CAM BRGS ANE LINE 59 QUANTITY QUANTITY VENDOR CUSTOMER ITEMS OUT ON HAND ON ORDER BACKORDER BACKORDER OF STOCK 210 0 0 0 0 VALUE OF INVENTORY CORE VALUE OF INVENTORY VALUE OF WARRANTY RETURNS WARRANTY RETURNS CORE VALUE 2077 UNIT SALES TOTALS
58. al places although they will not be properly aligned When the USE AVERAGE COST FOR COST CALCULATIONS system setup option is enabled the Inventory Price List screen will not display the INCLUDE VENDOR DISCOUNT prompt All values will be calculated based on the average cost The ability to print the average cost field has been added When all prices are requested the average cost will not be printed because there is not enough room on the report If all the prices are not requested then the average cost will print to the left of price level zero If the ENABLE BACKGROUND PRINTING SPOOLING ON ALL REPORTS system setup option is disabled the Inventory Price List screen will not display the ENABLE SPOOLING prompt All reports will not be printed as a background process A Product Line Summary Report can also be printed by popularity code which allows for the determination of inventory value invested into popular and slowing moving items INVENTORY PRICE LIST ENTER Y N PRINT PRODUCT LINE SUMMARY TOTALS ONLY M USE CUSTOMER NUMBER RVE COST LIST RLL PRICES PRICE amp LIST ALL QUANTITIES PRICE 1 PRINT DESCRIPTIONS PRICE 2 BEGINNING PRODUCT LINE d PRICE 3 ENDING PRODUCT LINE PRICE 4 ZONE BIN PRICE 5 BY POP CODE lt CORE COST REB COD 0 CORE SELL _ DOUBLE SPRCE REPORT _ STOCKED PARTS ONLY _ ZERO COST ONLY _ INCLUDE VENDOR DISCOUNT _ REPORT CODECS
59. als at the end of the report Lists out the total taxable sales and total tax collected by state code Allows specific auditing information to be printed or screen viewed Optionally can be filtered by date range customer range specific product line or part number and can include time and date changes were made This chapter of the user s manual will aid and instruct in the correct method of creating various inventory and customer reports in addition to adjusting inventory prices quickly through the use of the automatic price adjustment program 12 1 Accessing The Report Processing Menu e From the Autologue Main Menu enter 11 Report Processing and press lt Return gt Autologue User s Manual Report Processing Page 3 The Report Processing Menu screen will appear as shown Release 7 1 REPORT PROCESSING MENU Login admin Printer 1 Inventory Price List Print Customer Reports Gross Margin Pricing Report Print Price Labels Stock Status Report Automatic Price Adjustment Product Line Listing Print Kits Alternates 8 Supersessions Customer Backorder Report Print Open Order Uorkspace Report Best Seller Report Product Line Sales Report int Statenents int Aged Balance AYR Adjustment Report int Clear Sales Tax int Audit Reports 1 3 4 5 D 8 9 Enter a nunber Demonstration Software e With the cursor positioned at the Enter a number prompt enter the numbe
60. am allows price lists to be generated for a specific customer according to their standard and exception pricing matrix setup within the Customer Vendor file When a customer has an alternate pricing matrix setup the user selects either the standard or alternate pricing matrix s to use when creating the Customer Price List A Customer Price List will supply the following information by part number Part Number List Price Description optional Core Sell Price Cost Price Autologue User s Manual Report Processing Page 6 Below is a sample Customer Price List report INVENTORY PRICE LIST FOR SMOKIN JOE S RADIATOR SUPPLY PRODUCT LINE 2 AUTOPRO BEARI GREASE CATALOG DATE MM DD MM DD YY HH MM SS CORE PART NUMBER DESCRIPTION PRICE 5 SELL ABN AP1 BEARINGS 5 98 0 00 ABN AP1SBK BEARINGS 14 32 00 BEARINGS 5 92 00 BEARINGS 437 00 BEARINGS 30 00 3 7 BEARINGS 7 45 00 8 BEARINGS 60 00 BEARINGS 21 05 00 BEARINGS 24 47 00 BEARINGS 26 87 00 5 6 52 00 BEARINGS 2297 00 BEARINGS 7 32 00 BEARINGS 7 52 00 BEARINGS 6 90 00 BEARINGS 7 95 00 Sample Customer Inventory Price List Report 12 2 4 Inventory Quantities Report The Inventory Price List program allows Inventory Quantities Reports to be generated for quick inventory counting purposes or for reviewing and comparing min1 max1 versus min2 max2 values An Inventory Quantities Report will supply the followi
61. at the BY POP CODE S prompt enter or press lt Return gt Enter N to include all part numbers in the product lines selected regardless of popularity code Enter to include only those part numbers with specific popularity codes on the report The cursor will move to the prompt A_ Enter and press lt Return gt for each pop code type to be included in the report Enter N and press lt Return gt to exclude all part numbers with this popularity code from the report e With the cursor positioned at the INCLUDE VENDOR DISCOUNT prompt enter or N and press lt Return gt Note If using average cost for all cost calculations this option will not appear Enter and the inventory values and price 0 if printed will reflect the vendor discount vendor net as entered in the Product Line file Enter N and the inventory values and price 0 will be based upon 100 of price 0 in the Inventory file for each part number e With the cursor positioned at the DOUBLE SPACE REPORT prompt enter or N and press lt Return gt Enter and the report will be double spaced Enter N and the report will be single spaced e With the cursor positioned at the ENABLE SPOOLING prompt enter Y or N and press lt Return gt Note If spooling for reports is not enabled this option will not appear Enter and the report will be spooled sent to the printer and the screen cleared without waiting for the report to print before freeing
62. ber and press Return e With the cursor positioned at the PART NUMBER prompt enter the part number and press Return e With the cursor positioned at the QUANTITY TO PRINT prompt enter the number of labels to print for the part number entered and press Return 12 5 2 Part Label Pricing The next six prompts are used to define price to print as your price on the labels e With the cursor positioned at the PRICE 0 prompt enter Y to use price level 0 as the price or N to use a different price level and press Return Enter N to each price prompt until a Y has been entered at the price prompt to be used The cursor will then be positioned at the ENTER DISCOUNT PERCENT prompt e With the cursor positioned at the ENTER DISCOUNT PERCENT prompt enter a discount percent from 0 to 320 00 or just press Return to use the default value of 100 00 The discount percent will be multiplied against the price level selected to determine your price e With the cursor positioned at the REPORT CODE S prompt enter the desired report codes and press Return or just press Return e With the cursor positioned at the ENTER PRINTER TYPE prompt enter 0 APS 1 TI 2 OKI or 3 FUJI and press Return Autologue User s Manual Report Processing Page 27 Note This prompt will be skipped when printing barcode labels because there is a special type of barcode printer If using APS price labels select 0 If using a
63. cessing Page 8 INVENTORY PRICE LIST PRODUCT LINE 59 EAT BRGS GASKETS CATALOG DATE MM YY MM DD YY HH MM SS STR1 PART NUMBER DESCRIPTION EATON CAM INV CAM BEARINGS CAM BEARINGS CAM BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS BEARINGS Sample Inventory Parts List Report 12 2 6 Printing Inventory Price List Reports e From the Report Processing Menu enter 1 Inventory Price List and press lt Return gt The Inventory Price List screen will appear as shown INVENTORY PRICE LIST PRINT PRODUCT LINE SUMMARY TOTALS ONLY H USE CUSTOMER NUMBER AVE COST LIST ALL PRICES PRICE 0 E LIST RLL QURNTITIES PRICE 1 PRINT DESCRIPTIONS 1 2 BEGINNING PRODUCT LINE PRICE 3 ENDING PRODUCT LINE PRICE 4 E ZONE BIN PRICE 5 BY POP CODE lt x CORE COST 7 856 DB Wee CORE SELL INCLUDE VENDOR DISCOUNT _ DOUBLE SPRCE REPORT _ STOCKED PARTS ONLY _ ZERO COST ONLY _ REPORT CODECS BEGIN PRINTING _ F1 RESTART PROGRAM F11 EXITS PROGRAM Autologue User s Manual Report Processing Page 9 With the cursor positioned at the PRINT PRODUCT LINE SUMMARY TOTALS ONLY prompt enter and press lt Return gt To g
64. ch information as total balance number of days outstanding and percentage distribution of receivables by period 12 15 1 Printing An Aged A R Balance Report From the Report Processing Menu enter 14 Print Aged A R Balance and press Return Autologue User s Manual Report Processing The following screen will now be displayed as shown Page 73 PRINT AGED R R BALANCE REPORT FOR 1 PRIOR MONTH 2 CURRENT MONTH ENTER 1 OR 2 ETI EXIT With the cursor positioned at the ENTER 1 OR 2 prompt enter 1 Current Month or 2 Prior Month and press Return The Print Aged A R Balance screen will now be displayed as shown PRINT AGED BALANCE cUSTOMERS VENDORSCC V H BEGINNING CP ENDING REPORT BY SALESMAN CODE REPORT CODE _ CURRENT 30 DAYS 60 DAYS 90 DAYS SERVICE CHARGE ONLY PRINT CUSTOMERS THAT HAVENT PAID THIS MONTH _ CALCULATE SERVICE CHARGES SHOW WITH RECEIPTS APPLIED _ Answer yes to print as 5 0a and previous versions did REPORT SPACING 1 9 RESTART 11 EXIT With the cursor positioned at CUSTOMERS VENDORS C V prompt enter and press lt Return gt Entering C will print the report by customers Entering V will print the report by vendors Autologue User s Manual Report Processing Page 74 e With the cursor positioned at the BEGINNING prompt enter the beginning customer vendor number a
65. d the report will begin printing and the message REPORT IN PROGRESS will be displayed When complete the cursor will return to the BEGINNING PRODUCT LINE prompt Note Product line numbers that do not contain part numbers will be skipped the report If N is entered the cursor will return to the BEGINNING PRODUCT LINE prompt e Press the lt F11 gt Exit key to return to the Report Processing Menu Autologue User s Manual Report Processing Page 51 DATE MM DD YY PRODUCT LINE LIST SELL UP VENDOR PRICE SHEET CUSTOMER SALES DESCRIPTION MESSAGE NET DATE HISTORY LEVEL FRAM FILTERS OIL WRENCHES 70 MM YY FILKO IGN PLUGS TOOLS 725 MM YY FILKO CARB KT CARB CLEANER 72 MM YY MICHIGAN BRGS CRANKSHAFT 100 MM YY SAF PISTONS RINGS 100 MM YY LIN TIMING GASKETS MOT CA5523 100 MM YY FEL PRO FS GASKET SEALER FEL 3 100 MM YY CSP PLUGS POINTS COND CSP 82 MM YY BCA BEARING SEALS GREASE BCA 100 MM YY EAT CAM BRGS GASKETS EAT 100 MM YY MTC SPK PLUGS POINTS COND MTC 80 MM YY GRB GATES CLAMPS AFREEZ GRB 100 MM YY NTS SEALS BRGS GREASE NTS 100 MM YY SPW PER RINGS ENG BRGS TOOL SPW 2 100 MM YY SAF OIL PUMPS SCREEN SHAFT SAF 100 MM YY REB ELECTRIC SOLENOID REG REB 100 MM YY PTX CHEMICALS HAND CLEANER PTX 100 MM YY HLP PRODUCTS HLP 100 MM YY REB WATER PMP BELTS A FREEZ REB 3 100 MM YY Sample Product Line List Report 12 9 Print Kits Alternates amp Supersessions The Print Kits Alternates amp Supersessi
66. e or up arrowing to the already extended backordered line and pressing the lt F16 gt Delete Line key to remove the part from the workspace Autologue User s Manual Report Processing Page 54 If the item was extended on the workspace and the invoice was finalized the customer backorder record will be automatically deleted and the cursor will be positioned at the Item number prompt If the item was deleted from the workspace and the lt F11 gt Exit key was pressed with the cursor positioned at the ARE YOU SURE Y N prompt enter or N and press lt Return gt Enter and the customer backorder detail will be deleted Note that deleting customer backorder detail does NOT update the customer backorder quantity within the inventory record If the inventory record needs to be adjusted this change must be performed manually Press the lt F11 gt Exit key to return to the Report Processing Menu 12 10 4 Editing Customer Backorder Quantities Customer backordered quantities may need to be edited due to partial shipments received or other reasons From the Report Processing Menu enter 9 Customer Backorder Report and press lt Return gt The Customer Backorder Update screen will now appear with the cursor positioned at the Item number prompt and the last customer backorder detail created displayed Using the lt F8 gt Scroll Forwards and lt F9 gt Scroll Backwards or the lt F1 gt Call Item keys display
67. e cursor positioned under the TO COST prompt enter a maximum cost dollar value to be adjusted and press lt Return gt or press lt Return gt to use the default value of 999999 99 and adjust parts with cost prices up to 999999 99 for this price level Example Enter 200 00 if only the prices of parts with a cost up to 200 00 are to be adjusted e With the cursor positioned under the PRICE LEVEL prompt enter the price level 0 8 to be adjusted and press lt Return gt or press lt Return gt to use the default value of 0 and adjust price level 0 The following table displays the price level number for each field Price Level Number Price Level Description Price 4 2 spuet O Prive o Prive j Price Autologue User s Manual Report Processing Page 44 Core Sell Pore Cost 7 With the cursor positioned under the 3 OF percentage of prompt enter the adjustment percent 0 00 655 35 and press lt Return gt or press lt Return gt to use the default percentage of 100 00 With the cursor positioned under the PRICE LEVEL prompt enter the price level 0 8 on which the percentage adjustment is to be based upon and press lt Return gt or press lt Return gt to use the default value of 0 With the cursor positioned under the ROUNDING FACTOR prompt enter a rounding factor i e 0 05 0 10 0 25 0 50 or 1 00 to have prices rounded to and press lt Return gt or press lt Return
68. eginning product line 0 255 and press lt Return gt e With the cursor positioned at the ENDING PRODUCT LINE prompt enter the ending product line 0 255 and press lt Return gt Note The beginning product line number entered will automatically be the default value for the ending product line Simply pressing lt Return gt at the ENDING PRODUCT LINE prompt uses the default value e With the cursor positioned under the POP CODE prompt enter the specific popularity code A B C D W R to be adjusted and press Return or press lt Return gt to use the default value of ALL and adjust all pop codes for this price level Example Enter an A if only the prices of all part numbers with a pop code of A are to be adjusted e With the cursor positioned under the REPT CODE prompt enter the specific report code s to be adjusted and press lt Return gt or press lt Return gt to use the default value of ALL and adjust all report codes for this price level Example Enter an R7 if only the prices of all part numbers with a report code of R7 are to be adjusted e With the cursor positioned under the FROM COST prompt enter a minimum cost dollar value to be adjusted and press lt Return gt or press lt Return gt to use the default value of 0 00 and adjust parts with cost prices greater than 0 00 for this price level Example Enter 10 00 if only the prices of parts with a cost greater than 10 00 are to be adjusted e With th
69. enerate a report listing product line summary totals only enter and press lt Return gt and the cursor would then be positioned at the BEGINNING PRODUCT LINE prompt To generate a report listing individual part numbers enter N and press lt Return gt With the cursor positioned at the USE CUSTOMER NUMBER prompt enter a customer number and press lt Return gt or just press lt Return gt to skip past this prompt Note the field is defaulted to ALL upon entering this field If a customer number was entered and the customer is not setup with an alternate pricing matrix the cursor will then be positioned at the PRINT DESCRIPTIONS prompt If a customer number was entered and the customer is setup with an alternate pricing matrix a pop up selection window will be displayed as shown INVENTORY PRICE LIST ENTER Y N PRINT PRODUCT LINE SUMMARY TOTALS ONLY N USE CUSTOMER NUMBER AVE COST _ LIST ALL PRICES PRICE PRICE 1 STANDARD MATRIX c PRICE 2 G ALTERNATE MATRIX INE PRICE 3 amp S PRICE 4 ZONE BIN PRICE 5 m BY POP CODE 5 CORE COST _ RB C Doe Washoe Sus CORE SELL _ INCLUDE VENDOR DISCOUNT _ DOUBLE SPRCE REPORT _ A STOCKED PARTS ONLY _ REPORT CODECS __ ZERO COST ONLY _ BEGIN PRINTING _ RESTART PROGRAM F11 EXITS PROGRAM The window will contain the two separate pricing matrix labels that were setup in the customer s account Refer to the Customer Vendor
70. eport will be printed The default value for this field is Screen To change the output destination press the lt F2 gt Printer key The description of the lt F2 gt function key at the bottom of the screen will change to reflect the next change that will take place if lt F2 gt were to be pressed again Notice that the printer number is displayed to the right of the word Printer Use the Flexible Printing Option 14 13 from the Autologue Main Menu to change the printer number The Totals Only prompt shows whether or not report details will be printed The default value for this field is Yes When Yes is displayed report details are not printed Pressing the lt F3 gt Totals Y N key will toggle the field to either No or Yes 12 12 Best Seller Report The Best Seller Report is powerful management tool that is used to identify what merchandise is selling slow moving inventory items and how new merchandise is selling It can be used to rank and compare popularity codes of items based upon sales history Carefully review the amount of inventory of slow moving merchandise as well as what is not selling Reviewing rank code totals provides a quick overview of your inventory investment Hopefully the majority of your inventory investment is placed with popular high volume part numbers Autologue User s Manual Report Processing Page 57 The Best Seller Report program allows the popularity codes of part numbers
71. ess Return Entering Y will print the name of customer 0 on the bottom of each statement With the cursor positioned at the SHOW THIS MONTH S SERVICE CHARGES Y N prompt enter Y or and press Return Entering Y will calculate a service charge for all statements printed with an unpaid old balance and a service charge percentage greater than zero Note Service charges are only calculated on customer statements The service total dollar amount within the customer records is NOT updated This prompt should be answered Y when printing statements as part of the month end procedure With the cursor positioned at the PRINT ONLY NON COMMON CUSTOMER STATEMENTS Y N prompt enter Y and press Return This prompt should only be answered Y by Multi Store locations that want to only print statements for those customers not transmitted to the Host for consolidation With the cursor positioned at the BEGIN PRINTING Y N prompt enter Y and press Return to begin printing statements When printing is completed the screen will return to the Report Processing Menu Autologue User s Manual Report Processing Page 70 12 14 2 Additional Notes On Statements Customer statements will print available discounting terms based upon the customer s current balance days and net percentage setup within their customer record on the bottom of each statement Example IF PAID BY MM DD YY YOU MAY DEDUCT 13 32 By default
72. from highest to lowest units sold and then assigns a rank code for each part number based upon the percentage break points entered e With the cursor positioned at the A prompt enter a percentage and press Return or just press Return to use the default value of 23 e Continue entering percentages for each rank code and press Return Note The entered percentages must total up to 100 Autologue User s Manual Report Processing Page 59 Listed below is an example of percentages entered for each rank code and an explanation of how the system will assign rank codes This example is based upon a total of 490 part numbers Rank Percentile Percent Range Part Numbers Assigned Code Assigned A 23 23 56 Part Numbers B 22 24 45 84 Part Numbers C 20 46 65 105 Part Numbers D 20 66 85 140 Part Numbers 15 86 100 105 Part Numbers Total Part Numbers 490 Part Numbers The division of rank codes is based upon the total number of parts examined and the percentile break points The cursor will be positioned under the INCLUDE FOLLOWING SALES HISTORY QUARTERS Y N prompt The next five prompts allow the user to enter specific percentages of parts to be ranked for each ranking code When generating a Best Seller Report the system first ranks all parts in sequential order from highest to lowest units sold and then assigns a rank code for each part number based upon the percentage break points entered e W
73. g the customer s standard and exception pricing matrix Allows mailing labels index cards standard lists sales analysis limited sales analysis and current month sales analysis reports to be generated by one of three options customer numbers salesman codes or report codes Allows gross profit margins to be reviewed by part number price level popularity code and product line Allows part shelf or barcode labels to be printed by product line purchase order or part number Allows inventory price levels to be adjusted by a percentage and or an add on value by popularity code and product line number Allows a manufacturer s price sheet changes to be applied to matching part numbers within the inventory file Lists product line number name sell up message first part number vendor net and customer sales history level by beginning and ending product lines entered Allows all kits alternates and supersessions to be printed for review and salesman interchange lists An ordering information report can also be generated when printing This program is reviewed in detail under the section Kits Alternates amp Supersessions Allows customer backorder information to be screen displayed one record at a time or the entire backorder file to be printed Allows all open workspaces outstanding to be printed or screen viewed by a range of customers range of counterman codes range of dates or a specific customer PO number or docume
74. g Statements By Salesman Code 68 12 14 14 Printing Statements By Report Code 69 12 14 2 Additional Notes On Statements 70 12 14 21 Sample Statement 71 12 15 Print Aged A R Balance ento eade a uuu 72 12 151 Printing An Aged Balance Repoitt 72 12 15 1 1 Sample Aged Balance Repoit 75 12 15 2 Additional Notes On The Age Repott 76 12 16 A R Adjustinent Report n aS a hn boe a sassa 76 12 16 1 Printing Adjustment Repotrt 76 12 16 1 1 Sample Adjustment Repotrt 78 12 17 Print Clear Sales uu u u eene nete SS u N a evo redeo een 78 12 171 Printing The Sales Repotrt 79 12 17 1 1 Sample Sales Tax Repott 80 12 18 Print Audit a Het a un sa Gb as aaa 80 12 18 1 Printing An Audit Repor
75. g prices The report may be printed for all part numbers only part numbers with a specific popularity code or by popularity code summary Printing a gross margin pricing report by popularity code summary allows for a quick review of the present inventory pricing scheme Reviewing the effects of new price changes can be quickly accomplished by printing a Gross Margin Pricing Report by popularity code summary before and after the price increase goes into effect Using the Automatic Price Adjustment program gross profit margins can be adjusted when needed The gross margin percentage is calculated by dividing the profit sale price minus cost by the sale price as shown 80 Sale Price 50 Cost 30 Profit 80 Sale Price 30 Profit 37 50 Gross Margin Gross profit margins can be calculated with or without a vendor discount included VENDOR NET Product Line Update 12 4 1 Printing A Gross Margin Pricing Report e From the Report Processing Menu enter 3 Gross Margin Pricing Report and press lt Return gt Autologue User s Manual Report Processing Page 21 The Gross Margin Pricing Report screen will appear as shown GROSS MARGIN PRICING REPORT BEGINNING PRODUCT LINE W ENDING PRODUCT LINE ANSWER 9 or N INCLUDE ALL POP CODES _ SELECT POP CODE AB CDUR S 0 PRINT DETAIL BY PART NUMBERS INCLUDE VENDOR DISCOUNT _ EXIT PROGRAM e With the cursor positioned at
76. gt to use the default value of 0 01 With the cursor positioned under the ADD ON dollar add on prompt enter an add on value 0 00 99 99 positive or negative and press lt Return gt or press lt Return gt or press lt Return gt to use the default value of 0 00 After completing this line the cursor will be positioned under the POP CODE prompt below the line just entered Continue entering all price adjustments up to a maximum of ten adjustment lines When all price adjustments formulations have been entered press the lt F6 gt Update Inventory key to update the prices within the Inventory file As the price adjustments are being applied the screen will display the message PROCESSED XXX PARTS When the update is completed the formula information will be cleared and the cursor will be positioned at the BEGINNING PRODUCT LINE prompt Use the arrow key to return the cursor to prior fields for correcting any incorrect responses Press the lt F11 gt Exit key to return to the Report Processing Menu 12 7 2 Performing A Price Adjustment For A Part Number Range From the Report Processing Menu enter 6 Automatic Price Adjustment and press lt Return gt With the cursor positioned at the BEGINNING PRODUCT LINE prompt within the Automatic Price Adjustment screen press lt Return gt and the cursor will be positioned at the BEGINNING PART prompt With the cursor positioned at the BEGINNING PART prompt enter
77. imited Customer Sales Analysis Report can be used to review customer purchases for specific product history levels The report will contain the following information for each customer and grand totals of all customers printed Net Sales Current Month Return Status Customer Product History STR1 CUSTOMER LIMITED MONTHLY SALES ANALYSIS DATE MM DD YY 250 AMERICAN ACRYLIC 1257 ORANGETHORPE FULLERTON CA 91775 2555 SALESMAN GROUP A CURR MO DEC NOV OCT SEP AUG NET SALES 355 71 7450 3350 3300 2970 2870 2220 1960 2130 2220 1790 SALES LEVELS 1 THRU 12 HISTORY SALES LEVELS 13 THRU 24 HISTORY CORE RETURNS INVENTORY RETURNS WARRANTY RETURNS Sample Limited Customer Sales Analysis Report 12 3 6 Customer Sales Analysis Current Month The Customer Sales Analysis Report Current Month prints out 8 fields of information The report can be summarized for a range of customer accounts or can be printed in a detail format with separate figures by individual customer The report will contain the following information for each customer and grand totals of all customers printed Net Sales Profit Dollars Cost of Sales Number of Invoices Autologue User s Manual Report Processing Page 17 Core Sales Profit Percent Average Items Per Invoice Previous 12 Month Sales Total STORE STRI CUSTOMER SALES ANALYSIS CURRENT MONTH ONLY DATE MM DD YY PAGE 1 COST CORE AVG LINES PREV 12 MON CUST NAME NET SALES O
78. isplay the message PROCESSED XXX PARTS When the update is completed the formula information Autologue User s Manual Report Processing Page 46 will be cleared and the cursor will be positioned at the BEGINNING PRODUCT LINE prompt Use the arrow key to return the cursor to prior fields for correcting any incorrect responses Press the lt F11 gt Exit key to return to the Report Processing Menu 12 7 3 Entering amp Saving A Price Adjustment Formula e With the cursor positioned at the BEGINNING PRODUCT LINE prompt within the Automatic Price Adjustment screen press the lt F3 gt Enter Formulas key and the cursor will be positioned at the POP CODE prompt e With the cursor positioned under the POP CODE prompt enter the specific popularity code A B C D W R 5 to be adjusted and press Return or press lt Return gt to use the default value of ALL and adjust all pop codes for this price level e With the cursor positioned under the REPT CODE prompt enter the specific report code s to be adjusted and press lt Return gt or press lt Return gt to use the default value of ALL and adjust all report codes for this price level e With the cursor positioned under the FROM COST prompt enter a minimum cost dollar value to be adjusted and press lt Return gt or press lt Return gt to use the default value of 0 00 and adjust parts with cost prices greater than 0 00 for this price level e With the cursor positioned under
79. ith the cursor positioned at the Current prompt press the Space Bar to toggle the value from to and press lt Return gt or just press lt Return gt to include the current quarter history e Continue this process for each of the quarterly history prompts and press Return When a Y is set the units sold in this quarter will be included in the total units for each part number When an N is set the Best Seller Report will ignore the sales totals from this quarter Autologue User s Manual Report Processing Page 60 e Press the lt F7 gt Print Report key and a Print Report pop up window will be displayed in the middle of the screen as shown BEST SELLER REPORT Beginning Product Line 1 Ending Product Line 255 Report Codets Print Report Output to 00 A Print the top parts 80 Include Following Sales History Quarters Y N Current V Ist V 2nd V 3rd V dth V 5th V th Y F Reset Options F Print Report F10 Update 11 Exit Program Select output device SPRCE to toggle e With the cursor positioned at the Output to prompt press the Space Bar to toggle the value from Screen to Printer X and press Return or just press Returns to output the report to the screen With the cursor positioned within the Print the top parts prompt four different actions can be performed Each will be described below 1 Just press Return and leave the entry field blank to
80. le allows for a quick conversion from mark up percent to gross margin The Automatic Price Adjustment program uses a mark up percent increase The gross margin pricing report displays the gross margin percent MARK UP 100 GROSS MARGIN i oe AP X AP AP oe YI BY BY O N WI wj oe oe APP AP AP AP AP oe oe AP AP oe AP AP N 140 141 142 143 144 145 146 147 148 149 NT 12 8 Product Line Listing GROSS MARK UP GROSS MARGIN PERCENT MARGIN oe 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 Co OY HY OY gt OY W p RI MARK UP PERCENT 5 4 0 46 51 650 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 OH
81. month directory if set up Therefore if currently using the prior month feature to run statements and an Aged A R Balance Report after month end this report is also available for prior month Note This report must be run before month end if prior month is NOT set up Once month end is run the information needed to print this report is no longer available 12 16 1 Printing An A R Adjustment Report e From the Report Processing Menu enter 15 A R Adjustment Report and press lt Return gt Autologue User s Manual Report Processing Page 77 A screen will appear asking PRINT R R ADJUSTMENT REPORT FOR 1 PRIOR MONTH 2 CURRENT MONTH ENTER 1 OR 2 ETI EXIT e With the cursor positioned at the ENTER 1 OR 2 prompt enter 1 Current Month or 2 Prior Month and press lt Return gt The A R Adjustment Report screen will now be displayed as shown AZRA ADJUSTMENT REPORT CUSTOMER BLL DATE ALL START PRINTING REPORT Y N e With the cursor positioned at the CUSTOMER prompt enter a specific customer number to print information for and press lt Return gt or just press lt Return gt to use the default value of ALL to print information for all customers vendors Autologue User s Manual Report Processing Page 78 e With the cursor positioned at the DATE prompt enter a specific date to print information for and press lt Return gt or just pre
82. nalysis Current Month 16 12 3 7 Customer Pricing Matrix 17 12 3 8 Printing A Customer Repoitt 18 12 4 Gross Margin Pricing Repotts 20 12 4 1 Printing A Gross Margin Pricing Repott 20 12 4 1 1 Sample Gross Margin Pricing Repott 22 12 5 Print Price Labels oat RE a aside aa Rr Adds 23 12 5 T Printing Labels ates u a W S Sua nist tom MR etre te 24 12 5 1 Print By Product Line eiii histor aa Ee oa da 25 12 5 12 Print From Purchase Order 25 125 53 Print One Part Numbetr 26 12 5 2 Part Label PEICIBB l a A a SO 26 12 5 2 1 Sample Part Number Labels 28 12 6 5tock Status 29 12 6 1 AIL 29 12 62 Over Stock dem D 30 1262 Stock OnE 31 12 6 4 Return Stock Status Repott
83. nd press lt Return gt e With the cursor positioned at the ENDING prompt enter the ending customer vendor number and press lt Return gt e With the cursor positioned at the SALESMAN CODE prompt enter or and press lt Return gt Entering Y will prompt for a salesman code With the cursor positioned at the SALESMAN CODE prompt enter the salesman code to have the report printed by and press lt Return gt The cursor will now be positioned at the CURRENT prompt If N was entered at the SALESMAN CODE prompt the cursor will be positioned at the prompt REPORT CODE e With the cursor positioned at the REPORT CODE prompt enter Y or N and press lt Return gt Entering Y will prompt for a report code With the cursor positioned at the REPORT CODE prompt enter the report code to have the report printed by and press lt Return gt If N was entered at the REPORT CODE prompt the cursor will now be positioned at the CURRENT prompt e With the cursor positioned at the CURRENT prompt enter or and press lt Return gt Entering will include all customers vendors with a current balance on this report e With the cursor positioned at the 30 DAYS prompt enter or and press lt Return gt Entering will include all customers vendors with a 30 day balance on this report e With the cursor positioned at the 60 DAYS prompt enter or and press lt Return gt Entering will include all customers vendors with a
84. nding Date range Output can be sent to the screen or the printer Show Times Dates Changes were made Beginning amp Ending Customer Vendor range Specific Product Line number to show changes for Specific Part Number to show changes for 12 18 1 Printing An Audit Report From the Report Processing Menu enter 17 Print Audit Report and press lt Return gt Autologue User s Manual Report Processing Page 81 The Audit Report screen will now be displayed as shown AUDIT REPORT Report Tupe Lost Sales Stock Outs Purchase Order Receipts Begi New Purchase Orders E Inventory Changes Receipts Di Customer Changes Show Times D Beginning Customer vendor Ending Customer Vendor Product Line Leave Blank for ALL Part Number Leave Blank for ALL F10 RUN REPORT F11 EXIT Select the Report uou wish to run e With the cursor positioned on the Lost Sales prompt within the selection window highlight the desired report by arrowing down or by entering the corresponding number and press Return RUDIT REPORT Report Type 4 Inventory Changes Beginning Date 01 01 99 Ending Date 81 81 08 Direct Output to Printer No Show Times Dates changes were made Yes Beginning Customer vendor Ending Customer Vendor Product Line Leave Blank for ALL Part Number Leave Blank for ALL F10 RUN REPORT 211 EXIT Enter the Beginning Date for the Report
85. ne just entered Continue entering all price adjustments up to a maximum of ten adjustment lines When all price adjustments formulations have been entered press the lt F10 gt Save Formula key to save the entered formula calculations With the cursor positioned under the ENTER A DESCRIPTION TO DESCRIBE THIS FORMULA prompt enter a formula description any alphanumeric characters and press lt Return gt When the saving of the formula is completed the cursor will return to the screen 12 7 3 1 Deleting A Price Adjustment Formula Line To delete the last line of a price adjustments formula press the lt F4 gt Delete Line key and the screen will be redrawn with the last formula calculation line removed 12 7 4 Selecting A Price Adjustment Formula With the cursor positioned at the BEGINNING PRODUCT LINE prompt within the Automatic Price Adjustment screen press the lt F2 gt Select Formula key A Select Formula pop up selection list window will be displayed and the first formula will be highlighted as shown AUTOMATIC PRICE ADJUSTMENT BEGINNING PRODUCT LINE __ BEGINNING PART ENDING PRODUCT LINE __ ENDING PART REPT FROM TO PRICE PRICE ROUNDING ADD CODE CODE COST LEVEL LEVEL FACTOR ON 5 SPECIAL PRICING 1 BELOW SPECIAL PRICING PRODUCT LINE 10 GATES PRODUCT LINE FOUR SEASONS PRODUCT LINE 5 CLOVES PRODUCT LINE 3 BORG URRNER PRODUCT LINE 1 A C DELCO PRICE LEVEL
86. ng information by part number Part Number Min1 1 Quantity On Hand Popularity Code Description optional Min2 2 Autologue User s Manual Report Processing Page 7 INVENTORY PRICE LIST PRODUCT LINE 59 EAT BRGS GASKETS CATALOG DATE MM YY MM DD YY HH MM SS STR1 ON PART NUMBER DESCRIPTION POP HAND 1 MIN2 EATON CAM INV 10 10 CAM BEARINGS 10 10 CAM BEARINGS 0 10 CAM BEARINGS 10 10 BEARINGS 10 10 BEARINGS 10 10 BEARINGS 10 10 BEARINGS 10 10 BEARINGS 10 10 BEARINGS 10 10 BEARINGS 8 10 BEARINGS 32 10 BEARINGS 10 10 BEARINGS 10 10 BEARINGS 10 10 BEARINGS 10 10 BEARINGS 10 10 BEARINGS 10 10 PPP PPP gt gt p gt gt p gt ppp QUANTITY VENDOR CUSTOMER OUT OF CORE WARRANTY NUMBER ON HAND ON ORDER BACKORDER BACKORDER STOCK RETURNS RETURNS OF ITEMS 320 0 0 1 0 0 31 VALUE OF INVENTORY CORE VALUE OF INVENTORY VALUE OF WARRANTY RETURNS CORE VALUE OF WARRANTY RETURNS VALUE OF CORE RETURNS Sample Inventory Quantities Report 12 2 5 Inventory Parts List The Inventory Price List program allows an Inventory Parts List to be generated for the year end inventory count This report is also useful as a counter aid by supplying a listing of how part numbers have been entered into the inventory file An Inventory Parts List Report will list the following information by part number Part Number Description optional Autologue User s Manual Report Pro
87. nt ID Determines the rank of part numbers based upon sales history and then lists the items in sequential order from greatest to least number of units sold Optionally the popularity codes of all part numbers can be updated with their new rank code and automatically creates a Return PO for parts without sales history Autologue User s Manual Report Processing Page 2 Product Line Sales Report Print Statements Print Aged A R Report A R Adjustment Report Print Clear Sales Tax Print Audit Reports Lists month to date net sales cost of sales gross profit dollars and gross profit margins by product line number Allows statements to be printed by customer number vendor number salesman code or report code for either the current month or prior month if prior month is setup Allows you to select customers with open balances by current 30 60 90 day balances for either the current month or prior month if prior month is setup Displays salesman codes service totals credit limit you can select by non payment this month You also have the option to have it calculate service charges Lists by customer all transactions other than regular point of sale invoices and applied receipts such as back office posting deleted A R detail service charges paid or canceled statement discounts and any manual adjustments made to a customers 30 60 90 day balances Totals for each category will be given by customer with grand tot
88. on price level 0 e With the cursor positioned at the BEGIN PRINTING prompt enter or N and press lt Return gt Enter and the report will begin printing Enter N and the cursor again be positioned at the BEGINNING PRODUCT LINE prompt The price 0 printed for the gross margin pricing report by pop code summary is the cost of one unit for every part number with that pop code The arrow key can be pressed to return the cursor to the previous prompt to change a response Press the lt F11 gt Exit key to return to the Report Processing Menu 12 4 1 1 Sample Gross Margin Pricing Report DATE MM DD YY GROSS MARGIN PRICING REPORT DETAIL BY PART NUMBER PRODUCT LINE 4 JTT LIFTERS GASKETS A 0 B 0 0 D 0 0 0 CATALOGUE DATE MM YY PART NUMBER PRICE 0 PRICE 1 PRICE 2 PRICE 3 PRICE 4 PRICE 5 00 30 07 40 12 50 00 50 00 60 00 78 30 13 40 10 50 00 50 00 62 01 06 30 14 40 12 50 00 50 00 65 81 73 30 00 40 13 50 00 50 00 72 56 30 30 09 40 10 50 00 50 00 76 88 58 39 23 48 03 56 59 56 59 77 27 29 25 89 36 57 46 99 46 99 71 19 38 30 00 40 05 50 00 50 00 70 06 66 30 00 40 09 50 00 50 00 73 27 47 30 00 40 00 50 00 50 00 78 85 86 30 08 40 19 50 00 50 00 79 22 23 30 09 40 05 50 00 50 00 75 08 493 30 07 40 08 50 00 50 00 70 55 82 30 04 40 13 50 00 50 00 65 11 88 30 11 40 13 50 00 50 00 76 35 32 30 12 40 05 50 00 50 00 74 0
89. ons program is not covered in the Report Processing section See the section titled Kits Alternates amp Supersessions 12 10 Customer Backorder Report The Customer Backorder Report menu option allows customer backorder detail records to be screen displayed or printed The following information is stored for each customer backorder detail record Counterman Code Part Description Customer Number Quoted Price Customer Name Backordered Quantity Number Quantity On Hand Part Number Quantity On Order Customer backorders are created through point of sale invoicing when a customer requests a quantity to purchase that is greater than presently on hand If the customer is allowed to backorder items the screen will prompt BACKORDER REMAINDER Y N Enter Y and press lt Return gt to create a customer backorder record The ability to backorder merchandise is established in each customer s record Customer backorders are only allowed for customers with a Y in the BKORD field For more information see the Customer Update section of the user s manual Customer backorders are included in the purchasing min max formula calculation and will be ordered when the quantity on hand is below the minimum stocking level being used to create a purchase order Management also has the option of creating a Special Purchase Order or adding the item to an existing purchase order For more information see the Purchasing section of the
90. or countermen looking up customer numbers during point of sale invoicing Autologue User s Manual Report Processing Page 14 ACCOUNT NUMBER 250 SALESMAN R A amp K AUTOMOTIVE REPAIR 8452 COMMONWEALTH AVE BUENA PARK CA 90021 PHONE 714 653 6400 CREDIT LIMIT 5000 Customer Index Card A amp AUTOMOTIVE REPAIR 8452 COMMONWEALTH AVE BUENA PARK CA 90021 Customer Mailing Labels 12 3 3 Standard List The Print Customer Report menu option allows a Standard Customer List Report to be printed for customers vendors The report is a 132 column report and requires 14 7 8 x 11 stock paper unless condensed print is used The report will contain the following information for each account printed Customer Number 3 Billing Address Lines Customer Name Phone Number Autologue User s Manual Report Processing Page 15 STANDARD CUSTOMER LIST DATE MM DD YY CUST NAME ADDRESS PHONE 946 3880 735 2214 522 3520 831 5900 781 3241 822 3105 102 A amp B AUTO PARTS 2232 RAMEL ST MILPITAS CA 95035 P O BOX 1324 714 118 AC WAREHOUSE SUPPLIES 3325 HILTON BLVD HONOLULU HI 96816 CONTACT RON 808 126 ACE HARDWARE 16504 RAGE ROAD BUENA PARK CA 90621 C O D ONLY 714 130 AGILE SPORTS INC 3910 EAST 17TH ST SANTA ANA CA 92701 714 134 ALL TRANSMISSION PRODUCTS 9013 MAIN STREET RIVERSIDE CA 92509 P O BOX 1093 909 142 ALLCO FENCE COMPANY 1819 WEST HAMPSHIRE LOGAN UT 84061 801 672 0114 824 1622 879 2
91. product line range Parts with a specific popularity and or report code Parts with a cost price within a specified dollar amount range can be aggregately priced Price levels can be rolled up or down a percentage off of any price level including itself A rounding factor can also be used during price calculations which allows prices to be rounded to the nearest penny value A specific dollar amount can be automatically added onto the calculated dollar amount when assigning the price level The add on factor allows positive or negative dollar values from 0 01 to 99 99 to be added on Formula s can be entered and saved for future price adjustments 12 7 1 Performing A Price Adjustment For A Product Line Range From the Report Processing Menu enter 6 Automatic Price Adjustment and press Return The Automatic Price Adjustment screen will appear as shown AUTOMATIC PRICE ADJUSTMENT BEGINNING PRODUCT LINE M BEGINNING PART ENDING PRODUCT LINE ENDING PART POP REPT FROM PRICE PRICE ROUNDING ADD CODE CODE COST COST LEVEL OF LEVEL FACTOR ON PRICE LEVELS 8 THROUGH 5 6 CORE COST SELL 8 RVG COST RESTART MU DELETE LINE MEE SAVE FORMULA SELECT FORMULA DELETE FORMULA EXIT PROGRAM ENTER FORMULAS UPDATE INVENTORY Autologue User s Manual Report Processing Page 43 e With the cursor positioned at the BEGINNING PRODUCT LINE prompt enter the b
92. r of the menu option to access and press Return Press the lt F11 gt Exit key to return to the Autologue Main Menu 12 2 Inventory Price List The Inventory Price List menu option is used to generate several different types of reports based upon the available options Below is a listing of the different reports Product Line Summary Totals Price Lists Customer Price List Inventory Quantities Report Inventory Parts List All reports can be printed beginning and ending product line numbers include only specific popularity and report codes stocked non stocked parts parts with a zero cost and reflect the vendor discount Vendor Net in the inventory values and price 0 if desired 12 2 1 Product Line Summary Totals The Inventory Price List program allows product line summary totals to be quickly generated and printed for a single product line or a group of product lines A Product Line Summary Report will supply the following information by product line for all product lines printed Autologue User s Manual Report Processing Page 4 Value of Core Returns Number of Items Number of Items Out of Stock Unit Quantity Totals quantity on hand on order vendor backorder core returns warranty returns Value of Inventory Core Value of Inventory Value of Warranty Returns Core Value of Warranty Returns Part numbers with the 4 decimal set will print 4 decim
93. rand totals It can also be used to clear all tax totals The taxable sales and tax collected totals are retrieved from the Customer file The Customer file contains the following information for each customer State Code Taxable Sales and Tax Collected Autologue User s Manual Report Processing Page 79 12 17 1 Printing The Sales Tax Report e From the Report Processing Menu enter 16 Print Clear Sales Tax and press lt Return gt The Print Sales Tax Totals By State screen will now be displayed as shown PRINT SALES TAX TOTALS BY STATE PREPARE CUSTOMER TAX REPORT 2 Y N 11 EXIT PEN e With the cursor positioned at the PREPARE CUSTOMER TAX REPORT Y N prompt enter Y and press lt Return gt The message COLLECTING CUSTOMER TAX INFORMATION will be displayed as the program is gathering the needed information e With the cursor positioned at the BEGIN PRINTING REPORT Y N prompt enter and press lt Return gt A one page report will be generated on the management printer The report will list by State Code the following information Tax Percent Total Taxable Sales and Total Tax Collected After printing the report the prompt ANOTHER REPORT NEEDED Y N will appear Enter Y and another report will be generated Enter N and the prompt ZERO OUT ALL TAX TOTALS Y N will appear e With the cursor positioned at the ZERO OUT ALL TAX TOTALS Y N prompt enter Y or and press lt Retu
94. rcent of Total Units Sold 12 12 1 Printing A Best Seller Report From the Report Processing Menu enter 11 Best Seller Report and press lt Return gt Autologue User s Manual Report Processing Page 58 The Best Seller Report screen will now be displayed as shown BEST SELLER REPORT Beginning Product Line 1 Ending Product Line 255 Report Codets Rank Code Percentages Cilust Total 100 A 23 B 22 20 D 20 15 Total 100 Include Following Sales History Quarters WN Current V 159 2nd dth V Sth V 6th V 1 Reset Options F Print Report F18 Update F11 Exit Program Enter the beginning product line number e With the cursor positioned at the Beginning Product Line prompt enter the beginning product line number 0 255 and press Return e With the cursor positioned at the Ending Product Line prompt enter the ending product line number 0 255 and press Return The report will only include those product lines with part numbers in the range entered e With the cursor positioned at the Report Codes s prompt enter any report codes to be used or just press Return to leave it blank If a report code is entered only parts that have the entered report code will be processed The next five prompts allow the user to enter specific percentages of parts to be ranked for each ranking code When generating a Best Seller Report the system first ranks all parts in sequential order
95. rn gt Entering Y will clear the Customer file of all taxable sales and tax collected information by customer The message DELETING TAX TOTALS will be displayed When complete the screen will return to the Report Processing Menu Entering N will not clear the Customer file of tax information and the screen will return to the Report Processing Menu Autologue User s Manual Report Processing Page 80 Typically tax totals are cleared monthly or quarterly based upon your local tax laws and taxable sales volume 12 17 1 1 Sample Sales Tax Report MM DD YY 55 lt lt REPORT SALES TAX BY STATE gt gt STATE TAX TOTAL TAXABLE TOTAL TAX CODE PERCENT SALES COLLECTED 210905 06 13708 83 10211 02 GRAND TOTALS 221116 08 14398 07 Sample Sales Tax Report 12 18 Print Audit Reports When auditing has been enabled the system through the assistance of a Customer Service Representative the Print Audit Report menu option can be used to report the following Lost Sales generated through point of sale Stock Outs generated through point of sale Purchase Order Receipts applied through purchasing New Purchase Orders created through purchasing Inventory Changes created through various programs Receipts applied through point of sale Customer Changes created through various programs Optionally the following options can be used to filter down information reported Beginning amp E
96. ro sales items e With the cursor positioned at the Vendor Name or Number prompt enter the vendor number or any portion of their name e g SUPPLY to be used when creating the return purchase order and press lt Return gt Entering a portion of the vendor s name will display a sorted list of all vendor names that have the entered string letters within any part of their name For example entering SUPPLY will display a selection list of all vendors with the SUPPLY string within any part of their name e Use the and V arrow keys to move the highlighted bar to the desired vendor and press lt Return gt to select the vendor Note User s may also enter the vendor s number that is beside the vendor s name and press Return When there are many vendor s matching the entered string the F8 Forward and F9 Backward keys can be used to scroll forward and backward a page at a time through the selection list window e With the cursor positioned at the Are You Sure prompt press the Space Bar to toggle the value from No to Yes and press Return The program will then create a return purchase order for each item that had a ranking code of R Zero Sales and will return the current quantity on hand Upon completion the cursor will be positioned at the Beginning Product Line prompt Use the purchasing program to view the newly created purchase order Autologue User s Manual Report Processing Page 65 12 13 P
97. roduct Line Sales Report The Product Line Sales Report will show the current month sales activity for a single or range of product lines This report will help management in identifying what product lines are moving and also whether the gross margin is close to what management projects it to be 12 13 1 Printing A Product Line Sales Report e From the Report Processing Menu enter 12 Product Line Sales Report and press lt Return gt The Product Line Sales Report Generator screen will now be displayed as shown PRODUCT LINE SALES REPORT GENERATOR SALES REPORT FOR PRODUCT LINES BEGINNING PRODUCT LINE ENDING PRODUCT LINE F11 EXITS PROGRAM e With the cursor positioned at the BEGINNING PRODUCT LINE prompt enter the beginning product line number 0 255 and press lt Return gt e With the cursor positioned at the ENDING PRODUCT LINE prompt enter the ending product line number 0 255 and press lt Return gt e With the cursor positioned at the BEGIN PRINTING REPORT Y N prompt enter and press lt Return gt The report will begin printing and the message REPORT IN PROGRESS will be displayed When complete the cursor will return to the BEGINNING PRODUCT LINE prompt e Press lt F11 gt to return to the Report Processing Menu The report will only include those product lines in the range entered Autologue User s Manual Report Processing Page 66 12 13 1 1 Sample Product Line Sale
98. s and press Return Autologue User s Manual Report Processing The following screen will now be displayed as shown Page 67 PREPARE STATEMENTS FOR 1 PRIOR MONTH 2 CURRENT MONTH ENTER 1 OR 2 ETI EXIT The Customer Vendor Statements screen will now be displayed as shown With the cursor positioned at the ENTER 1 OR 2 prompt enter 1 Current Month or 2 Prior Month and press Return CUSTOMER VENDOR STATEMENTS PRINT STATEMENT TEST PATTERN Y N PRINT ZERO BALANCE STATEMENTS Y N LIST REPORT BV 1 CUSTOMER 2 VENDOR 3 SALESMAN 4 REPORT CODE ENTER 1 2 3 OR 4 PRINT STATEMENT MESSAGE RT 1 2 MIDDLE C32BOTTON PRINT YOUR STORE S NAME AT TOP Y N AT BOTTOM V N SHOW THIS MONTH S SERVICE CHARGES PRINT ONLY NON COMMON CUSTOMER STATEMENTS 9 8 BEGIN PRINTING Y N F1 RESTARTS F11 EXITS With the cursor positioned at the PRINT STATEMENT TEST PATTERN Y N prompt enter or and press lt Return gt Entering Y will print several rows of XXXXXX s that allows the user to check that the statements are properly loaded and aligned Autologue User s Manual Report Processing Page 68 Entering N will move the cursor to the prompt PRINT ZERO BALANCE STATEMENTS Y N e With the cursor positioned at the PRINT ZERO BALANCE STATEMENTS Y N prompt enter Y or N and press lt Return gt En
99. s Report STORE NAME Autologue Demonstration Software STR1 DATE MM DD YY PRODUCT LINE SALES REPORT MONTH TO DATE TIME 16 59 PRODUCT DESCRIPTION NET SALES COST OF SALES AC SPARK PLUG A 36 16 DAYCO HOSES 00 FILTERS MICHIGAN BRGS LINK BELT TIM TOTALS FROM PRODUCT LINE TO PRODUCT LINE Sample Product Line Sales Report 12 14 Print Statements The Print Statements program allows customer vendor statements to be printed based upon the present information available Each statement will contain current month detail information If the account is set for balance forward summary totals of 30 60 90 days and service charge balances will also be reported If the account is set for open item 30 60 90 day detailed information as well as service charge balances will also be reported Statements can be printed for the current month or prior month if setup at any time and be generated using one of four methods Beginning and Ending Customer Numbers Beginning and Ending Vendor Numbers Salesman Codes m we d c Report Codes Statement detail information can be screen viewed using the through the F3 5101 Statement Detail lt F5 gt Show Payment Detail function keys within the Customer Update program The Statements are printed on pre printed computer forms that can be purchased from Autologue 12 14 1 Printing Statements e From the Report Processing Menu enter 13 Print Statement
100. s Units Value of Inventory The third is the Zero Sales section that contains all items that have zero sales history and does NOT have NEW within the first quarter sales history field A summary of totals information is listed which shows the following information Number of Items Sales Units Value of Inventory Listed below is an explanation of the Best Seller Report columns CD The code field which denotes if a part number is stocked or non stocked It will only show a code of N for non stocked part numbers Stocking part numbers will not display a code Rank The ranking number assigned to an item based upon the ranking code percentages totals sold and number of part numbers examined per section Part Number The part number Description The part number description QOH The current quantity on hand P The current popularity code of each part number as presently found in the Inventory file R The ranking code assigned to an item based upon the rank code percentages totals sold and number of part numbers examined per section Sales The total units sold in all sales history quarters examined Total The individual percentage of total units sold based upon the grand total of units sold per section Cumm The cumulative percentage of total units sold based upon the grand total of units sold per section Autologue User s Manual Report Processing 12 12
101. s menu option allows seven different types of customer reports to be printed using three different options These reports can be generated on demand during any time of the day Listed below are the available reports Mailing Labels Limited Sales Analysis Index Cards Sales Analysis Current Month Standard List Customer Matrix Sales Analysis All reports can be printed by one of three options Customer Numbers Salesman Codes Report Codes Autologue User s Manual Report Processing Page 13 CUSTOMER REPORT LIST REPORT BV 1 CUSTOMER 2 SALESMAN 3 REPORT CODE ENTER 1 20R 3 MAILING LABELS 2 INDEX CARDS STANDARD LIST 4 SALES ANALYSIS LIMITED SALES ANALYSIS SALES ANALYSIS CURRENT MONTH CUSTOMER MATRIX ENTER SELECTION NUMBER OF COPIES CLRBELS ONLY ANSWER 797 TO BEGIN PRINTING FI RESTART PROGRAM F11 EXITS PROGRAM 12 3 1 Mailing Labels The print customer report program allows mailing labels to be printed for customers vendors Each label measures 15 16 x 3 and will contain the following information for each customer vendor printed Name First2 Bill Address Lines 12 3 2 Index Cards Index cards can be printed for customers vendors Each index card measures 3 x 5 and will contain the following information for each customer vendor printed Customer Number Salesman Code Name Credit Limit 3 Bill Address Lines Telephone Number Index cards are useful f
102. s on the report With the cursor positioned at the CALCULATE SUGGESTED MIN MAX 2 Y N prompt enter Y or and press Return 12 6 12 1 Calculating Suggested Min Max2 Values With the cursor positioned at the WEEKS IN CURRENT QUARTER 13 MAX prompt enter the number of weeks 1 13 since the previous sales quarter ended and press Return Sales quarters typically end in March June September and December With the cursor positioned at the BUSINESS DAYS WEEK 7 MAX prompt enter the number of days 1 0 7 0 your business is open on a weekly basis and press Return Example If your business is open Monday through Saturday 8am 6pm and on Sunday s 10am 3pm enter 6 5 as the number of days in week With the cursor positioned at the QUARTERS TO EXAMINE prompt enter Y or N to each sales quarter prompt and press Return 1st refers to the previous sales quarter 4th to the corresponding current quarter last year and 6th refers to the sales quarter of 18 months past Only the sales quarters selected will print on the report or be included in the suggested min max 2 calculation When generating a Zero Sales Report only part numbers with zero units sold in all of the quarter selected plus current will print Autologue User s Manual Report Processing Page 41 e With the cursor positioned at the MINIMUM DAYS TO REORDER prompt enter the minimum days stock desired 1 365 and press lt Return gt e Wi
103. ss lt Return gt to use the default value of ALL to print information for all dates e With the cursor positioned at the START PRINTING REPORT Y N prompt enter Y and press lt Return gt to start the report 12 16 1 1 Sample A R Adjustment Report ACCOUNTS RECEIVABLE ADJUSTMENT REPORT CUSTOMER 250 RICK S CAM amp SPEED SHOP DATE REF AMOUNT TYPE MM DD YY 0 30 00 CUST UPDATE 60 DAY TOTAL FOR CUSTOMER 2 DETAILS DELETED DISCOUNTS TAKEN BACK OFFICE POSTS SERVICE CHARGES PAID SERVICE CHARGES CANCELED CUSTOMER UPDATE 30 DAY ADJ CUSTOMER UPDATE 60 DAY ADJ CUSTOMER UPDATE 90 DAY ADJ GRAND TOTALS FOR CUSTOMERS TOTAL DETAILS DELETED TOTAL DISCOUNTS TAKEN TOTAL BACK OFFICE POSTS TOTAL SERVICE CHARGES PAID TOTAL SERVICE CHARGES CANCELED TOTAL CUSTOMER UPDATE 30 DAY ADJ TOTAL CUSTOMER UPDATE 60 DAY ADJ TOTAL CUSTOMER UPDATE 90 DAY ADJ TOTAL ADJUSTMENT TO ACCOUNTS RECEIVABLE GRAND TOTALS FOR VENDORS TOTAL DETAILS DELETED TOTAL DISCOUNTS TAKEN TOTAL BACK OFFICE POSTS TOTAL SERVICE CHARGES PAID TOTAL SERVICE CHARGES CANCELED TOTAL CUSTOMER UPDATE 30 DAY ADJ TOTAL CUSTOMER UPDATE 60 DAY ADJ TOTAL CUSTOMER UPDATE 90 DAY ADJ TOTAL ADJUSTMENT TO ACCOUNTS RECEIVABLE Sample A R Adjustment Report 12 17 Print Clear Sales Tax Print Clear Sales Tax program totals and prints the taxable sales and tax collected by each of the 256 state tax codes and supplies g
104. t a 80 12 18 11 Inventory Audit Field Change Codes 82 12 18 1 2 Customer Audit Field Change Codes 83 Revision 11 06 Linux Version 7 1 Autologue User s Manual Report Processing Page iii 12181 3 Sample Audit Reports 84 Revision 11 06 Linux Version 7 1 Autologue User s Manual Report Processing Page 1 12 Introduction Report Processing Through the Report Processing Menu access is given to several powerful programs for various types of reports to be generated and fields of information to be updated All programs within the Report Processing Menu can be run on demand even while point of sale and purchasing are being used Below is a short summary of each program available from the Report Processing Menu Inventory Price List Print Customer Reports Gross Margin Pricing Report Print Price Labels Stock Status Report Automatic Price Adjustment Product Line Listing Print Kits Alternates amp Supersessions Customer Backorder Report Print Open Order Workspace Report Best Seller Report Allows price lists inventory listings and product line summary totals to be printed by beginning and ending product lines and includes the options of doing so by popularity and report codes stocked parts only zero cost parts only and by a specific customer number usin
105. tering will print statements for customers that have an open balance of zero and have had A R activity Entering N will not print statements for customers that have an open balance of zero 12 14 1 1 Printing Statements For A Range Of Customers e With the cursor positioned atthe ENTER 1 2 3 OR 4 prompt entera 1 Customer and press lt Return gt e With the cursor positioned at the BEGINNING CUSTOMER prompt enter the beginning customer number and press lt Return gt e With the cursor positioned at the ENDING CUSTOMER prompt enter the ending customer number and press lt Return gt The cursor will move to the prompt PRINT STATEMENT MESSAGE AW 1 TOP 2 MIDDLE 3 BOTTOM 12 14 1 2 Printing Statements For A Range Of Vendors e With the cursor positioned atthe ENTER 1 2 3 OR 4 prompt enter 2 Vendors and press lt Return gt e With the cursor positioned at the BEGINNING VENDOR prompt enter the beginning vendor number and press lt Return gt e With the cursor positioned at the ENDING VENDOR prompt enter the ending vendor number and press lt Return gt The cursor will move to the prompt PRINT STATEMENT MESSAGE AW 1 TOP 2 MIDDLE 3 BOTTOM 12 14 1 3 Printing Statements By Salesman Code e With the cursor positioned at the ENTER 1 2 3 OR 4 prompt enter a 3 Salesman and press Return e With the cursor positioned at the BEGINNING SALESMAN prompt enter the beginning salesman code and press
106. th the cursor positioned at the MAXIMUM DAYS TO REORDER prompt enter the maximum days stock desired 1 365 and press lt Return gt e With the cursor positioned at the MAXIMUM STOCKING LEVEL TO BE AT LEAST 150 OF UNIT PACK prompt enter or N and press lt Return gt This prompt should be answered when calculating suggested min max stocking levels on product lines with unit packs greater than 1 This feature adjusts the maximum stocking level in order for purchasing to automatically reorder this item when the quantity on hand is below 1 unit pack When the 5 uservar option enabled the screen would display MAXIMUM STOCKING LEVEL TO BE AT LEAST 100 OF UNIT PACK Y N prompt instead of the usual MAXIMUM STOCKING LEVEL TO BE AT LEAST 150 OF UNIT PACK Y N prompt The calculated max values would then be multiples of the unit pack e With the cursor positioned at the NON STOCKED PARTS prompt enter to exclude or I to include or to only include non stocked part numbers and press lt Return gt Note simply press lt Return gt to use the default value of I that includes all non stocked parts To only print the non stocked parts enter Enter E to only print the stocked parts To only print both stocked and non stocked parts enter A part is classified as stocked when the following is true min1 max1 gt 0 or quantity on hand gt 0 e With the cursor positioned at the
107. the BEGINNING PRODUCT LINE prompt enter the beginning product line 0 255 and press lt Return gt e With the cursor positioned at the ENDING PRODUCT LINE prompt enter the ending product line 0 255 and press lt Return gt The report will only include part numbers within the entered product line range e With the cursor positioned at the INCLUDE ALL POP CODES prompt enter or N and press lt Return gt Enter to include all part numbers regardless of their popularity code The cursor then be positioned at the PRINT DETAIL BY PART NUMBERS prompt Enter N to only include specific popularity coded part numbers The cursor then be positioned at the SELECT POP CODE prompt e Enter Y or N to each popularity code and press Return The report will include only those part numbers with the selected popularity codes e With the cursor positioned at the PRINT DETAIL BY PART NUMBERS prompt enter Y or N and press lt Return gt Enter to print all part numbers of the product lines and popularity codes selected Enter N to print a summarized popularity code report for each product line selected e With the cursor positioned at the INCLUDE VENDOR DISCOUNT prompt enter Y or N and press lt Return gt Enter to have the cost of an item on based upon price level 0 multiplied by the vendor discount Vendor Net Autologue User s Manual Report Processing Page 22 Enter N to have the cost of an item on base up
108. the TO COST prompt enter a maximum cost dollar value to be adjusted and press lt Return gt or press lt Return gt to use the default value of 999999 99 and adjust parts with cost prices up to 999999 99 for this price level e With the cursor positioned under the PRICE LEVEL prompt enter the price level 0 8 to be adjusted and press lt Return gt or press lt Return gt to use the default value of 0 and adjust price level 0 e With the cursor positioned under the OF percentage of prompt enter the adjustment percent 0 00 655 35 and press lt Return gt or press lt Return gt to use the default percentage of 100 00 e With the cursor positioned under the PRICE LEVEL prompt enter the price level 0 8 on which the percentage adjustment is to be based upon and press Return or press Return to use the default value of 0 e With the cursor positioned under the ROUNDING FACTOR prompt enter a rounding factor i e 0 05 0 10 0 25 0 50 or 1 00 to have prices rounded to and press Return or press Return to use the default value of 0 01 e With the cursor positioned under the ADD ON dollar add on prompt enter an add on value 0 00 99 99 positive or negative and press Return or press Return or press Return to use the default value of 0 00 Autologue User s Manual Report Processing Page 47 After completing this line the cursor will be positioned under the CODE prompt below the li
109. the customer backordered detail to be edited Press the lt F2 gt Change Qty key to edit the customer backorder quantity With the cursor positioned next to the Quantity field enter the new quantity to be backordered press lt Return gt and then the lt F10 gt Record Change key to record the new quantity The next backorder record will be displayed Editing the backordered quantity does not update the inventory record If the inventory record needs to be updated the changes will have to be entered manually 12 11 Print Open Order Workspace Report The Print Open Order Workspace Report menu option is designed to let management review in process orders with greater flexibility than Point of Sale can give The user has the ability to screen view or print out open workspace information There are several report filters that can be used to isolate a group of open workspaces as may be needed The reporting filters include Counterman Range Customer Range Date Range Customer PO Number Reference Number The counterman and customer ranges can also include individual entries as well as the specified range Autologue User s Manual Report Processing Page 55 Example If management wants to see all workspaces from counterman codes A through D and also J M and P 12 11 1 Accessing The Printing Open Workspaces Program e From the Report Processing Menu enter 10 Print Open Order Workspace Report and press lt Return gt
110. this prompt is only answered Y as part of a month end closing procedure e With the cursor positioned at the APPLY RECEIPTS prompt enter or and press lt Return gt Entering will print out balances that are owed after applying receipts Entering N will print out balances as they show in the customer vendor record e With the cursor positioned at the REPORT SPACING 1 9 prompt enter the number of lines 0 9 to space between each line and press Return e With the cursor positioned at the BEGIN PRINTING REPORT prompt enter Y or N and press Return Before answering this prompt review the entered prompts To change any responses press the F1 Restart key to return the cursor to the first prompt and re enter all responses After printing the report the screen will return to the Report Processing Menu 12 15 1 1 Sample Aged A R Balance Report ACCOUNTS RECEIVABLE AGED BALANCE MM DD YY SERVICE CREDIT OPEN LAST PAYMENT CUSTOMER NAME SLSM TOTAL LIMIT BALANCE CURRENT 30 DAYS 60 DAYS 90 DAYS TELEPHONE DATE AMOUNT AMERICAN ACRYLIC 10 64 100000 1075 95 355 77 4767 21 4183 03CR 125 36 714 524 5888 MM DD YY 1212 CERTIFIED APPLIANCE 130 06 7000 6752 98 0 00 4574 96 1350 00 697 96 714 587 7485 MM DD YY 5439 CHUCK AND SAMS AUTOM 47 49 5000 1773 50 00 286 01 1200 00 240 00 714 527 4784 MM DD YY 20 CONE CHEVROLET 92 06 5000 4523 38 74 00 2577 32 1050 00 730 00 714 987 6547 MM DD YY 20 CONTINENTAL RADIATOR 166
111. to be assigned based upon unit sales history The report will rank the listed items in sequential order from greatest to least number of units sold Additional options include Items can be filtered by Report Code Ability to enter specific ranking percentages for popularity code assignments Ability to select the specific sales history quarters to be included when calculating ranking codes Ability to update the popularity code of listed items with the assigned ranking code Ability to have the report printed to screen Ability to print a summarized or detailed report or only print the top N number of items or by rank code Ability to rank items with zero sales with an R and optionally create a return purchase order for all R ranked items The Best Seller Report is broken up into 3 sections Ranked Parts Items with sales history New Parts Items with NEW within the first quarter sales history field Zero Sales Parts Items with zero sales history For each part number listed the Best Seller Report will display the following information Rank Number Part Number Description Qty On Hand Popularity Code Rank Code Total Units Sold Percent of the Total Cumulative Percentage A summary of each Rank Code will be listed with the following information Rank Code Number of Items in Rank Inventory Value Investment Percent of the Total Value Quantity on Hand Number of Units Sold Percent of Total Units Sold Cumulative Pe
112. trix Report 12 3 8 Printing A Customer Report From the Report Processing Menu enter 2 and press Return Autologue User s Manual Report Processing Page 19 The Customer Report screen will appear as shown STOMER REPORT LIST REPORT BY 1 CUSTOMER 2 SALESMAN 3 REPORT CODE ENTER 1 2 0n 3 MAILING LABELS 2 INDEX CARDS STANDARD LIST 4 SALES ANALYSIS LIMITED SALES ANALYSIS SALES ANALYSIS CURRENT MONTH CUSTOMER MATRIX ENTER SELECTION NUMBER OF COPIES LABELS ONLY ANSWER 797 TO BEGIN PRINTING TART PROGRAM F11 EXITS PROGRAM e With the cursor positioned at the ENTER 1 2 OR 3 prompt enter a 1 2 or 3 and press Return Enter a 1 to generate a customer report for a range of customer numbers The prompts BEGINNING CUSTOMER and ENDING CUSTOMER will appear e Enter the beginning customer number and press Return e Enter the ending customer number and press Return The cursor will move to the ENTER SELECTION prompt e Entera2 to generate a customer report for a range of salesman codes The prompts BEGINNING SALESMAN and ENDING SALESMAN will appear e Enter the beginning salesman code A 9 and press Return e Enter the ending salesman code A 9 and press Return The report will only include customers with matching salesman codes entered To generate individual salesman reports and totals print separate reports for each salesman The cursor will mo
113. tself 12 5 1 1 Print By Product Line e With the cursor positioned at the ENTER OPTION 1 2 OR 3 prompt enter 1 Print By Product Line and press lt Return gt e With the cursor positioned at the BEGINNING PRODUCT LINE prompt enter the beginning product line number and press lt Return gt e With the cursor positioned at the ENDING PRODUCT LINE prompt enter the ending product line number and press lt Return gt e With the cursor positioned at the PRINT LABEL FOR EACH 1 PART 2 UNIT PACK OR 3 PART NUMBER prompt enter 1 to print one label for each quantity on hand of each part number enter 2 to print one label for each unit pack of each part number or enter 3 to only print one label for each part number within the product line range and press lt Return gt e With the cursor positioned at the ALL POP CODES prompt enter Y or N and press lt Return gt Enter and the cursor will move to the PRICE 0 prompt Enter and the cursor will move to the A_ prompt Enter and press lt Return gt for each pop code to have labels printed for Enter N and press lt Return gt for each pop code to be excluded Quantity Lon Hana paek Parts Labels Printed Shelf Labels Printed Number On Hand Cont ___ 1 Ortona ____ 2 46 46 BAA c _ 4 FESPNOYO co o 39 MAE222 2 0 00 12 5 1 2 Print From Purchase Order
114. ugh 561 1010 1053 and 1098 Autologue User s Manual Report Processing Page 56 Counterman from A to 1 5 Counterman from 100 to 561 also 1010 1053 1098 Example To include a listing of all workspaces both regular and layaway simply press the lt F10 gt Print key without entering anything The Date Range filtering prompts allow the user to specify a particular range of Workspace Creation Dates To see just the workspaces created today enter today s date in both fields To see workspaces over 6 months old enter a beginning date of a couple of years ago and an ending date of today s date less 6 months The Customer PO Number and Reference Number lines are a substring search type of filter We use this type of filter when selecting a customer name in point of sale These filters work the same way Example Enter WO 35 in the Reference Number field and only those workspaces that have WO 35 anywhere in the reference number associated with that workspace are displayed on the report Once all the desired filtering fields have been entered pressing the lt F10 gt Print key will send the report to the specified device Output To prompt Pressing the lt F1 gt Restart key will clear all filtering options but not the modes in the Status Box section of the screen 12 11 3 Status Box The status box area of the screen is located in the top right corner of the screen The Output To prompt shows where the r
115. urn gt Enter and the report will include the description for each part number Enter N and the report will not print the description for each part number e With the cursor positioned at the BEGINNING PRODUCT LINE prompt enter the first product line number to be printed and press lt Return gt e With the cursor positioned at the ENDING PRODUCT LINE prompt enter the last product line number to be printed and press lt Return gt The report will include only those product lines in the range just entered To print one product line only enter the same product line number for both the beginning and ending product line prompts e With the cursor positioned at the ZONE BIN prompt enter the zone bin location to be matched within part records to be included in this report and press lt Return gt or just press lt Return gt to skip past this prompt Note The field is defaulted to NONE upon entering this field Examples 12 Finds parts with 12 anywhere within the zone bin 12 Finds parts with 12 specifically starting at the 3 9 character position within the zone bin 12 Finds parts with 12 at the beginning of the zone bin 0 1 Finds parts with 0 1 at the beginning of the zone bin Autologue User s Manual Report Processing Page 11 If nothing is entered at the ZONE BIN prompt the report will include all parts regardless of the specific zone bin location within the part records e With the cursor positioned
116. user s manual Autologue User s Manual Report Processing Page 52 12 10 1 Printing A Customer Backorder Report From the Report Processing Menu enter 9 Customer Backorder Report and press lt Return gt The Customer Backorder Update screen will now appear with the cursor positioned at the Item number prompt and the last customer backorder detail created displayed CUSTOMER BACKORDER UPDATE Report options Item number l Date 01 01 01 Customer number Product line Counterman D Customer 260 A C D AUTO REPAIR PO Number 159 Part number BCA 99108 Description ANTI FRICTION BEARINGS Quoted price 213 13 Quantity 1 Qty on hand Qtu on orden 8 Fl CALL ITEM Fd DELETE RECORD F PRINT REPORT F2 CHANGE QTY F8 SCROLL FORWARDS 8 RECORD CHANGE Fii EXIT PROGRAM F9 SCROLL BACKWARDS Press the lt F7 gt Print Report key and the cursor will be positioned at the Customer number prompt With the cursor positioned at the Customer number prompt enter a customer number to print a report for and press Return or just press Return to use the default value of ALL and the report will be generated for all customers With the cursor positioned at the Product line prompt enter a product number to print a report for and press Return or just press Return to use the default value of ALL and the report will be generated for all product lines With the cursor positioned at the ARE YO
117. ve to the ENTER SELECTION prompt e Enter a 3 to generate a customer report for a specific report code The prompt ENTER REPORT CODES 5 will appear e Enter any combination of report codes numeric and press Return The cursor will move to the ENTER SELECTION prompt The number entered should correspond to the type of report to be generated Example Entering 1 will print customer mailing labels Autologue User s Manual Report Processing Page 20 If 1 was entered at the ENTER SELECTION _ prompt the cursor will move to the NUMBER OF COPIES LABELS ONLY _ prompt e Enter the number of copies to be printed and press lt Return gt e With the cursor positioned at the ANSWER Y TO BEGIN PRINTING prompt enter Y or N and press lt Return gt Enter and the report will begin printing The message REPORT IN PROGRESS will appear on the screen When the report is complete the cursor will return to the ENTER 1 2 OR 3 _ prompt Enter N and the cursor will return to the ENTER 1 2 OR 3 _ prompt The arrow key can be pressed to return the cursor to the previous prompt to change a response Press the lt F11 gt Exit key to return to the Report Processing Menu 12 4 Gross Margin Pricing Reports The Gross Margin Pricing Report presents by part number or popularity code summary the gross margin profit percents of each price level Various options allow several different report formats to be generated for use in fine tunin

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