Home

Inventory Management Check In/Out Operators Manual

Contents

1. 5 Enter the amount as shown above and Click back to the beginning screen Dameged Date Time ogg 2009 116 PH a Silverlake Data Solution Page 95 Silverlake Data Solution Inc e Repair Check Out Check In Check Out Only Calibration Damaged Repair Dispose Undo Disposal Lost Found 03 11 2009 01 09 PM Item Description Damaged Note the title of the screen It states that this screen is to be used to record items that have been repaired 1 Click The window below will appear a Silverlake Data Solution Page 96 Silverlake Data Solution Inc e 0000000000 iJ 10 Lt org EA Each x d item001 Item Description Barcode Disposable 200002 Disposable 200002 Serial Num Disposable 200002 Category Disposable 200002 Description Disposable 200002 Disposable 200002 SR endor Disposable 200002 st Expense Item 200001 o 00 Scaffolding Guards 0000000000 1 Monthly Rate Lo 654321 0000000000 Daily Rate fo A99999A 0000000000 Hourly Rate Ir Wheelbarrow heavy duty 123A456B78C9 32659 Indicates required fields Print Barcode _Befresh Ad Delete save Unknown Additional Information This Item search goes to the Damaged Table for inventory 2 Move the cursor over the Item to be returned from repair and click Select Date Time 03 28 2009 10 57 AM P torent Po esei
2. Category Masonry Manual Hand Equipment D A Description Wheelbarrow heavy duty Vendor SMALL AND SAFETY TOOLS SUPF Cost 95 00 Monthly Rate 80 00 Weekly Rate 25 00 Daily Rate Hourly Rate 2 50 Indicates required fields Clone Selected Item 9 The above displays all the detail about the entry of the new Item being added to the Item Table Notice that the Item Description still has not been moved to the left side if the screen To accomplish this move the cursor to Click and then Click Befresh The following screen displays the new added Item ie EES Search By Description Barcode Class Code re Item Class 10017201 Le JS Quantity z 0 EA Each Barcodes 123456 Bushing Tool 60 80 Ib Test Breaker aan Sa Item Type 1 Unique returnable EN a Bushing Tool 60 80 Ib Test Breaker 987654 10017201 Serial Num Bushing Tool 60 80 Ib Test Breaker 10017201 Category Small Handy Tools il Ei Scaffolding Guards a niin Description Bushing Tool 60 80 lb Test Breaker Unknown item001 0000000000 Unknown 654321 0000000000 Additional Information Wheelbarrow heavy duty 123A456B78C9 32659 Vendor SMALL AND SAFETY TOOLS SUPF Cost 235 00 Monthly Rate 65 00 Weekly Rate 85 00 Daily Rate 20 00 Hourly Rate 4 50 Indicates required fields Print Barcode Change calibration schedule Refresh Add Delete Clone Selected Item Save
3. 2 Enter the Name of the Code then Tab to the Description field and enter the description of the Craft Code When add the additions are performed move the cursor to the Update Ss and Click The following screen depicts the addition of 3 new codes MILLING LEVEL A MASTER MILLING LEVEL 2 JOURNEYMAN MILLING LEVEL 3 APPRENTICE SET UP LEVEL A MASTER SET UP LEVEL B JOURNEYMAN CNC LEVEL A MASTER ENC LEVEL B JOURNEYMAN CNC LEVEL C APPRENTICE Carpenter Apprentice Carpenter Journeyman Carpenter Master 3 If there are no others Click the button a Silverlake Data Solution Page 45 Silverlake Data Solution Inc Aa Supervisors Users Roles Securable Objects Permissions of Roles Crafts Supervisors Customers Measurement Units Classes Categories Items Companies Vendors Job Numbers Work Areas Bin Locations H snssansnansnansannsannsasnsnsnsennsssnssnnssaansnansnansaansnansnassnsssnnesesssnsssessnensnensnsnssensssnsssnsssesnsnasssasssssnsnsnsnsnsssnsnsnsssnsssnsssnssssssssssssassssssl ev Level 2 Level 3 The supervision is identified with this screen The only element that needs to be entered is the Supervisor s name or a code In either case this is a 1 Step process 1 Click and then enter the name of the supervisor or the code for the supervisor 2 Click Update 3 If done Click Ges a Silverlake Data Solution Pa
4. Categories Not Applicable Heavy Duty Construction Equipment Masonry Manual Hand Equipment Safety Equipment Small Handy Tools Ventilation Equipment Silverlake Data Solution Inc L Non Unique unique Unique non non returnable returnable Non unique returnable returnable Other Categories Asbestos Boiler Hot Water Heating and Steam Fittings Building Moving Demolition Cabinet Millwork and Finish Carpentry Ceramic and Mosaic Tile Concrete Construction Zone Traffic Control Drywall Earthwork and Paving Electrical Electrical Signage Elevator Fencing Fire Protection Flooring and Floor Coverings Framing and Rough Carpentry General Manufactured Housing Glazing Hazardous Substance Removal Insulation and Acoustical Landscaping Lathing and Plastering Lock and Security Equipment Low Voltage Systems Ornamental Metal Painting and Decorating Parking and Highway Improvement Pipeline Plumbing Refrigeration Reinforcing Steel Roofing Sanitation Sheet Metal Solar Structural Steel Swimming Pool Water Conditioning Water Well Drilling Welding These are other sample industry categories that a User can apply to using SB CIO This is not an all inclusive list For example Machine Shop Tool Cribs is an excellent example that is not on the listing a Silverlake Data Solution Page 19 Silverlake Data Solution Inc All categories E Unique returnable E He
5. Category A399994 Safety Equipment Unknown 4 654321 Safety Equipment Unknown i 2345657 5afety Equipment Scaffolding Guards Ke eg Gi F 1 Step 5 To print the selected Item Barcodes Click The following screen will appear a Silverlake Data Solution Page 24 Silverlake Data Solution Inc e Adobe PDF HP Lasenet 1022 Microsoft SPS Document Writer QuickBooks POF Converter Send To OneNote 2007 Sybase Datay indaw PS Zebra TLP2oe4 Copy 1 Sal ECH Dn Chiens m As eno out et tie Screen Ie selected Mame Le CH Lo F CH m r m E Bath Mame Separately Step 6 This is the printer stage of the printing process Check the File Printer Set on Page 8 Select the Printer and Click The printing will start a Silverlake Data Solution Page 25 Silverlake Data Solution Inc vi SB CIO Standard Importing Processes Print Customer Barcodes Print Item Barcodes Import Categories Import Classes If you have Import activity to perform call the following Import Items Import Companies 858 695 8296 for Support Import Customers Void Issue Tickets Backup Data Purge Data Configure Display Text Preferences a Silverlake Data Solution Page 26 Other Useful Utilities Void Issue Tickets Silverlake Data Solution Inc Aa
6. Close 10 If the item needs a Calibration schedule Click Ghagecatatonscetie The following screen will appear a Silverlake Data Solution Page 60 Silverlake Data Solution Inc vi 11 Add the Calibration Interval every x Days in So Calibration Schedule Calibration Interval Days 28 00 DECH Tab Next ClbrationDate Tine 03 12 2009 00 00 gt Days to the next field and enter the next scheduled Calibration Date is to occur Calibration Interval Miles 12 Whenever there are more than one of an Item with a Unique returnable Item type a separate bar code is necessary to separate each common item This preserves the uniqueness of the item with a unique barcode while retaining the same Item characteristics To accomplish this move the cursor to the lone Selected tem and you are going to copy everything of the item and change only the barcode and add a Serial Number In this manner there can be multiple Items of the same Description but with different barcode preserving their uniqueness When the option is selected the following information detail is provided detailing specifically what has to be changed to accomplish a cloning of an existing Item Information b Cloned Please assign a new barcode and new serial number then save the record Basic Information Item Class 0000000000 Quantity 1 oTv 7 EA Each D Tem Description CSR SES barcodes
7. The filters for this report are e Categories e Crafts e Classes Select All Indude these crafts Si Indude these dasses V Select All V N A Carpenter Apprentice Bushing Tool 60 80 lb Test Breaker Heavy Duty Construction Equipment Carpenter Journeyman V Disposable Safety Equipment Carpenter Master lt II Category Description Masonry Manual Hand Equ 32659 Wheelbarrow heavy duty 3 3 18 2009 14 38 00 Small Handy Tools 10017201 Bushing Tool 60 80 lb Test Breaker 1 3 18 2009 14 27 00 Small Handy Tools 200001 Expense Item 1 3 10 2009 15 11 00 a Silverlake Data Solution Page 149 Silverlake Data Solution Inc e Outstanding Items By Work Area Bushing Tool 60 80 lb Test Breaker Heavy Duty Construction Equipment Chevron 8th Floor West Disposable Safety Equipment N A Expense Item SS The filters for this report are ge Categories e Work areas e Classes The selections for the following report are ALL ALL and ALL export Data To 1 Let Print option Filters Quantity bet Indude these categories Select All Indude these work areas V Select All Indude these dasses N A Chase 7th Fir East Wing Bushing Tool 60 80 Ib Test Breaker Heavy Duty Construction Equipment Chevron 8th Floor West Disposable Safety Equipment N A Expense Item Masonry Manual Hand Equ 32659 Wheelbarrow heavy duty 3 3 18 2009 14 38 00 Small Handy Tools 10017201 Bushing Tool 60 80 Ib Test Breaker 1 3 18 20
8. Total Amount _ 1 605 00 a Silverlake Data Solution Page 119 Silverlake Data Solution Inc Ze Bill To Real People Inc D Method 3 By Months Weeks Days v Export Data To v Export Inventory Check Out Date Time is on or before 04 01 2009 13 28 Include Replacement Cost Billing of Outstanding Rental Items 4 1 2009 Item Description Checked Out Quantity Billable 123456 Expense Item 3 10 2009 15 11 1 260 00 987654 Bushing Tool 60 80 lb Test Breaker 3 18 2009 14 27 1 460 00 123A456B78C9_ Wheelbarrow heavy duty 3 18 2009 14 38 3 275 00 Total Amount _ 995 00 Bill To Real People Inc D Method 4 By Months Weeks Days Hours Export Data To fs Export Inventory Check Out Date Time is on or before 04 01 2009 13 28 E V Indude Replacement Cost Billing of Outstanding Rental Items 4 1 2009 Item Description Checked Out Quantity Billable 123456 Expense Item 3 10 2009 15 11 1 235 00 987654 Bushing Tool 60 80 Ib Test Breaker 3 18 2009 14 27 1 548 00 123A456B78C9_ Wheelbarrow heavy duty 3 18 2009 14 38 3 440 00 _ Total Amount _ 1 223 00 BILLING METHODS Item Checked Out Qty By Hr By Day Mon Wk Dys Mon Wk Dys Hrs 123456 3 10 2009 15 11 1 S 235 785 260 235 987654 3 18 2009 14 27 1 1747 515 460 548 123A456B78C9 3 18 2009 14 38 3 2615 305 275 440 Why the variations Let s look at the Billing Rates that this Company is using to determine how the calculations have taken place Descriptio
9. Void Customer Barcode Customer Name Item Barcode Item Description Export Data To Export 11 Print Sorta 1 Between JE719 2009 and 2 19 2009 Retrieve Export Data To 1 Excel File Void Cus 2 Text File Coma separated 3 Text File Tab separated 4 HTML Table 5 XML File See the common SB CIO Print practices on Pg 7 Sorta 2 19 2009 and 2 19 2009 See the common SB CIO Sort practices on P 8 a Silverlake Data Solution Page 27 Silverlake Data Solution Inc Ze 2 19 2009 and 2 19 2009 Re F Ite February 2009 Sun Mon Tue Wed Thu Fri Sat 235 6 2F 28 7 30 31 1 H 3 4 5 D T 8 9 10 11 12 13 14 15 16 17 18 20 21 ZA 23 A4 5 H OB 1 2 3 A 5 6 T C Today 2 19 2009 Field Descriptions Void Customer Barcode Customer Name Item Barcode Item Description Quantity Timestamp Work Area Job Number a Silverlake Data Solution Page 28 Silverlake Data Solution Inc e Backup Data lt gt Select File Save in E SQO04690V03 C GC fir Name Date modified Type A Program Files 2 11 2009 9 16 PM File Folder A Software 1 7 2009 6 49 PM File Folder p Toshiba 2 18 2008 6 56 PM File Folder d A Users 5 29 2008 3 37 PM File Folder Windows 5 29 2008 3 14PM File Folder a 4 D l t Save as pe gt Select File Savein 2 SQ004680V03 C e 0 p Es Ei Name Date modif
10. a Silverlake Data Solution Page 31 Silverlake Data Solution Inc Ze description original text override_using Note that the available columns are those on the previous screen s Header In order to perform a Sort a value in the Available Column needs to be selected If no selection is made SB CIO will respond with the following screen Information Please select an available column By selecting an option in the Available Column and Clicking es the selection will be moved to the Selected column To be sorted of the display as shown below When selected column is highlighted and moved to the right side of the display To move to the right for Sort Click gt to move to the left to remove from Sort Click ER The selected column defaults to an Ascending sort If this acceptable click the button The data in the screen will be sorted and appear as shown below a Silverlake Data Solution Page 32 Silverlake Data Solution Inc Ihescription Override sang Check Out Ony Taster Test TOO EGO Check in gro nte Mer Tert Deck En Deck In Check aut amenity Hau Tei Check Out Check Oh heck Gul grvegker Tonka Tei Decke Dech Chl Check outen y Screen Tipe Check On Oreck Quit Check ut n Mena Test Deck Out eie Check Cut ny Check m reniy Teale Tex Check Dech Dick ba press erent ffe sins gi Drin Check out oniy C00 Green Tite
11. Do the same for the Ending Date of the date range a Silverlake Data Solution Page 116 5 Silverlake Data Solution Inc gt Peak Usage with Custom Schedule Bill To Not Specified Export Data To v Export Inventory Rental is Between 02 19 2009 el and 03 19 2009 28 day 30 day month Run 3 19 2009 Class Num Description Months Weeks Days Monthly Rate Weekly Rate E With the date range defined decide if exporting or printing will be performed If export move the cursor to the D next to the Seet field and Click and select from the destinations available as shown in the View Default Rates screen Review what had been done so far A A Company to bill has been selected B A date Range has been defined C A decision to Export or Print has been reached and Export details have been set To generate the data Click Run The program will run and the data will appear on the screen as shown below Peak Usage with Custom Schedule nr Real People inc E eo Set Inventory Rental is Between 03 19 2008 sl and 03 19 2009 z 28 day 30 day month 3 19 2009 Class Num Description Months Weeks Days Monthly Rate Weekly Rate DailyRate Peak Usage Billable Bushing Tool 60 80 lb Test Breaker 0 65 00 85 00 20 00 1 0 00 Unknown 1 Wheelbarrow heavy duty 80 00 25 00 5 00 3 Page lofi To print Click and then define the output printer a Silverlake Data Solution Page 117 Silverlak
12. II SIGN ON E 6 KI 7 erleiden ee EE 7 Printer Setup E 8 Re GE 10 VSS E 11 LOC OUT EE 12 FE RUN E a A EE E dente ase A E E A E 12 RgEA SE 14 Print Customer Bal OO TE 14 Hedleigdk df lge 18 SB ClO StanGara IWMpPOming ge e 26 omer u erur EE scanner pecans evccussactsnstactnauiedcanteulcientwola erandied ondeewiaes qanactanessde T 27 Void Issue Tickets KR Stee AR EE 29 BI ed acess ce crnaresengee spars tices A casero ousea AA E E ete uiaasteunagawesaes canes 30 CO CS DS EUR KE EE 31 Wee e E 34 Re IT 35 GC eege 36 Mel 37 SEC WT SN e aera so caze ese ne actuate EE E E E E A E E 39 Wd al CRT 40 Kee A4 eil et O E 46 CU en E 47 IVI ASU STING eebe 51 OS E 53 EE 56 WEE ee 58 enee E 64 Le 65 Jon Ula alo CN 67 dei 69 a Silverlake Data Solution Page 3 Silverlake Data Solution Inc vi SI Bee gll ru EE 71 t EE 75 COMMON EE 76 CUSTOMER SEARCH aa 77 te OG EE 79 CHECK I EE 83 CREK e E 86 SCH Ted E 90 PS a cachet ecco AE uence pets EEE sense aceensbepantetwonse obscene eases 93 EE 96 EIS OS EEN 99 onda DI ele CM 102 Be E 104 FOUN Cl E 107 DIELING E 109 View Default Rental Rates micincncsossdessnansepeacnsnsencsduddonatonuaetnavseoes taleseansmaedaunarsdacedeaaaueenuasiunsaasteaesees 110 SOU Special Rental RITES E 113 Peak Usage Billing With Custom Schedule c cc cesccccessseccceesecccceecceeeueseceseuseceseugecesseneceeseneeetes 115 nvo ice Outstanding g In EE 118 Invoice Retu
13. Lu the system will return the program to its initial state waiting for another transaction a Silverlake Data Solution Page 89 Silverlake Data Solution Inc Ze Calibration Check Out Check In Check Out Only Calibration Damaged Repair Dispose Undo Disposal Lost Found NOTE Calibration is used to establish the frequency to be used to perform calibration maintenance on certain Items in Inventory This screen provides for the update of the scheduled calibration that is to occur Change calibration schedule Time Based Calibration Bushing Tool 60 80 lb Test Breaker Calibration Due Date Time 03 12 2009 00 00 Bushing Tool 60 80 Ib Test Breaker 0 00 0000 00 00 Bushing Tool 60 80 Ib Test Breaker 1 Cali Unknown Calibration Due Mileage Actual Calibration Mileage 1 Identify the Item requiring a Calibration Schedule update Move the cursor to the Item and Click In the above case the Item is ready for update In the note to the upper right it indicates the Date Time the update is required Click cl of the Actual Calibration field The following drop down window at lower left will appear a Silverlake Data Solution Page 90 Silverlake Data Solution Inc A 00 00 0000 00 00 4 March 2009 Sun Mon Tue Wed Thu 24 235 26 5 3 4 10 I 12 17 18 19 24 25 26 1 2 31 C Today 3 11 2009 2 Select a date by moving the cursor to the date the Calibration took place Clic
14. a Silverlake Data Solution Page 15 Silverlake Data Solution Inc vi Ge Brother MFC 820N USB Document Properties i Tray Selection Paper Source Automatically Select Media l OK Step 4 Click Brother MFC 820N USB Advanced Options ke Sol Copy Count 1 Copy Sim Graphic oe Print Quality 600 dpi Ge Document Options 2 Advanced Printing Features Enabled Pages per Sheet Layout Right then Down Halftoning Auto Select SE Printer Features Toner Save Mode Off Density adjustment Printer Default OK Step 5 Click a Silverlake Data Solution Page 16 Silverlake Data Solution Inc vi Onentation Page Order Front to Back Page Format Pages per Sheet Draw Borders l OK Step 6 Click a Silverlake Data Solution Page 17 Silverlake Data Solution Inc vi Print Item Barcodes Utilities Edit Run Billing Report Print Customer Barcodes Print Item Barcodes Import Categories Import Classes Import Items Import Companies Import Customers Void Issue Tickets Backup Data Purge Data Configure Display Text Preferences E Unique non returnable E Non unique returnable 9999999 E Non unique non returnable Retrieve Data and Step 1 Select the barcodes desired by filtering for the desired population of items The following table demonstrates what is available using the filters in the Sample Practice database a Silverlake Data Solution Page 18
15. ere ea ee this option are other approaches to Outstanding Items By Company e 7 E E Physical Inventory information on which to Venedeg report These options are Outstanding Items By Craft Outstanding Items By Work Area Outstanding Items By Job Number All Classes GE All Classes with more Information ae All Items Item History Receipt Report Activity History These options provide other Physical Items to be Calibrated Inventory information See below Calibration History System Access History a Silverlake Data Solution Page 142 Silverlake Data Solution Inc e All Classes with More Information Physical Inventory Summary Report Begin Issued Adjust Balance Physical Description On Hand Out Receipts On Hand Count Unknown S 13 Unknown 13 Bushing Tool 60 80 Ib Test Breaker Expense Item Disposable Wheelbarrow heavy duty All Items Physical Inventory All Items Report 2345657 654321 A99999A item001 Totals for Class 0000000000 Item Class 10017201 Bushing Tool 60 80 Ib Test Breaker 987654 Totals for Class 10017201 The 3 above options provide alternatives to deliver a single objective The taking of a Physical Inventory by certain options In each case the Physical Count field is left blank for entry of the physical count of an item a Silverlake Data Solution Page 143 Silverlake Data Solution Inc e Consumable Usage Report Detail Export batato S
16. 3 28 2009 Login Out History Report This report lists the In and Out of SB CIO over a duration of time The only parameter is Date Range BportoataTo l t Set Sere Between 37 1009 and Tass Login Out History Report 3 9 2009 07 59 18 3 9 2009 10 06 10 3 9 2009 10 06 11 3 9 2009 10 22 54 3 9 2009 10 58 06 3 10 2009 12 25 15 3 10 2009 13 03 59 3 10 2009 14 06 55 3 10 2009 15 55 56 3 11 2009 12 39 44 3 11 2009 12 48 52 3 11 2009 12 49 11 3 11 2009 13 12 04 3 12 2009 10 06 21 3 12 2009 10 43 05 3 12 2009 10 43 06 admin admin admin admin admin admin admin admin admin admin admin admin admin admin admin a Silverlake Data Solution Page 161 Silverlake Data Solution Inc vi Appendix A List of Menus and Windows in SB CIO Billing Activity History Cascade Edit Calibration History Layer File Consumable Usage Report Detail Tile Horizontal Report Consumable Usage report Summary Tile Vertical Run Consumable Usage report with Filters Arrange Icons Utilities Customer History Window Damages Item History Barcode Input Items to be Calibrated Calibration Schedule List of Categories Calibration Schedule Damaged Items List of Classes Check In Consumable Usage List of Classes below Min Qty Check Out Only Consumable Usage with Filters List of Customers Consumable Usage Billing Returned Items and Outstanding Items List of Items Customer History report All Items List of Vendors Customers O
17. 654321 Bushing Tool 60 80 Ib Test Breaker 123456 10017201 Bushing Tool 60 80 Ib Test Breaker 987654 10017201 Bushing Tool 60 80 Ib Test Breaker 10017201 Category Safety Equipment Scaffolding Guards 2345657 0000000000 Description Unknown Unknown item001 0000000000 654321 0000000000 Additional Information Wheelbarrow heavy duty 123A456B78C9 32659 Item Type 1 Unique returnable Serial Num Vendor SMALL AND SAFETY TOOLS SUPF Cost 324 00 Monthly Rate Weekly Rate Daily Rate Hourly Rate Indicates required fields Create calibration schedule Clone Selected Item Save See Next Page a Silverlake Data Solution Page 61 13 14 Note that the difference between the Basic Information above and the same on the right is that the Barcodes and Serial Number are blank Enter a unique Barcode number for this item and a Serial All other fields are the same Number Silverlake Data Solution Inc vi Basic Information tem Class Quantity S Barcodes tem Type Serial Num Category Description Unknown When done move the cursor to se and Click To have the new item show on the left Click ses appears as shown below The newly added cloned item Additional Information Vendor Monthly Rate Weekly Rate Daily Rate Hourly Rate Indicates required fields Item Description Bushing Tool 60 8
18. Companies Users Roles Securable Objects Permissions of Roles Crafts Supervisors Customers Measurement Units Classes Categories Items Companies Vendors Job Numbers Work Areas Bin Locations Ge List of Companies sco Be a Company Name Real People Inc Silverlake Data Solution Companies service the purpose of supporting multiple Customers Each Company can have multiple Customers The entry of a company is exactly the same as that of Categories 1 Click en An additional space will be provided onto the above screen to accommodate the new entry as shown below a Silverlake Data Solution Page 64 Silverlake Data Solution Inc Ze 2 Add a single line entry to describe the product grouping or category and Click date The following screen shows the entry _ Company Name Unknown Real People Inc Silverlake Data Solution Advanced Flow Strategies Inc 3 If there are no more entries to be made Click Ges Vendors Users Roles Securable Objects Permissions of Roles Crafts Supervisors Customers Measurement Units Classes Categories Items Companies Vendors Job Numbers Work Areas Bin Locations a Silverlake Data Solution Page 65 Silverlake Data Solution Inc e Vendor Number Vendor Name o0002 SMALL AND SAFETY TOOLS SUPPLY CO This Table is for Vendors Note that there are only 2 fields The vendor number and the name of the vendor These
19. 2345657 0000000000 Description Unknown item001 0000000000 654321 0000000000 Additional Information Vendor SMALL AND SAFETY TOOLS SUPF Cost 324 00 Monthly Rate Weekly Rate Daily Rate Hourly Rate Indicates required fields Print Barcode Select Cancel 0000000000 Wheelbarrow heavy duty 123A456B78C9 32659 4 Click The program will take the selection back to the Check Out screen and reflect the selection made as shown below koea EN e wore Er 563562 J Craft SET UP LEVEL B JOURNEYMAN Name Jane Q Doe JSupervisor Level 2 FAX 858 233 9002 Company Silverlake Data Solution Email paul_espinoza sds net 858 777 9887 Job DIE Work Area DIE Checkout Date Time 03 15 2009 03 33 PM Due Date Time 90 00 0000 00 00 AM Item Description Available Checkout 1 1 Checkout Cancel Note that the Quantity field has been prefilled with a quantity of one By reviewing Step 3 one can see why The Item Type is Unique Returnable This means that a serial number has to be associated with the Item checked out Since a Serial Number is for one and only one Item the Quantity field has a quantity of 1 prefilled 5 If there are no more Items to be checked out Click When the transaction is completed the program goes back to its original state as when the process was first begun as shown below a Silverlake Data Solution Page 81 Silverlake Data S
20. Dhed Out Ony Ded out riy chromed Set Viet Ges Note that it was the third column the Override Using column that was sorted ALL THREE COLUMNS CAN BE SORTED An example is shown below A selection can also be reversed by selecting the option and Clicking as shown above If an Available Column was not selected the following screen will appear informing that a column needs to be selected EP Information o Please select a column from the selected column list When satisfied with the Sort Click date The system will respond with an advisory note as shown below r Information u e Changes have been saved You will need to exit the program and login again in order for the changes to take effect a Silverlake Data Solution Page 33 Silverlake Data Solution Inc Ze Preferences Preferences Job Number Work Area Pees ELEC Cer eee eee eee es ed Enable work area E da S D GR it ki el Or a Ee 3 m EEN Require jab number Require work area Validate work area Validate job number CH Variable Cycle Billing Default number of days in a biling cydeis 35 Partial Cyde Calaulation Prorate W Item Type Preferred Terminology Unique and returnable Unique returnable Unique but NOT returnable Unique non returnable Returnable but NOT unique Non unique returnable Neither unique no
21. Indude these work areas V Select All Chase 7th Fir East Wing Chevron 8th Floor West N A Company Name Real People Inc Consumable Usage Detail By Area from 03 01 2007 to 03 22 2009 Work Area N A Job Mumber ItemDescription Quantity Date _ N A Expense Item 1 03 10 2009 John Q Doe a Silverlake Data Solution Page 145 Silverlake Data Solution Inc e Outstanding Items By Company CT N A 2 E Advanced Flow Strategies Inc Heavy Duty Construction Equipment E Real People Inc Safety Equipment E Silverlake Data Solution m This Listing provides Items that have not been Checked Out but not as yet returned This report does not have a date option since it is reporting on ALL outstanding Items The filters for this report include the following e Categories e Companies e Classes The listing below displays the report based on selections ALL ALL and ALL poet Deiat uum CEES Pret Opto e Filters BEE Indude these categories Select All Indude these companies Select All Indude these dasses d N A E V Advanced Flow Strategies Inc a V Bushing Tool 60 80 lb Test Breaker Heavy Duty Construction Equipment E Real People Inc V Disposable Safety Equipment Silverlake Data Solution a V Expense Item m m m List of Outstanding Items Item Code Category Company Name Real People Inc Custome
22. Logout When you select the Exit option the following screen will appear a Silverlake Data Solution Page 12 Silverlake Data Solution Inc Warning e By selecting the option you are electing to exit the SB CIO System and return to your PC a Silverlake Data Solution Page 13 UTILITIES Edit Run Billing Report Print Customer Barcodes Print Item Barcodes Import Categories Import Classes Import Items Import Companies Import Customers Void Issue Tickets Backup Data Purge Da Configure Display Text Preferences Print Customer Barcodes Utilities Edit Print Customer Barcodes Run Billing Rep Print Item Barcodes Import Categories Import Classes Import Items Import Companies Import Customers Void Issue Tickets Backup Data Purge Data Configure Display Text Preferences Silverlake Data Solution Inc Aa When clicking this option the intent is to PRINT a specific customer s bar codes a Silverlake Data Solution Page 14 Silverlake Data Solution Inc vi Print Customer Barcodes LL fa Click Print Print Barcode Barcode cust001 Paul Il Step 2 Click the Printer Setup PrimoPOF on Neg i Microsoft XPS Document Writer on Ned LexmarkFax on Neds Lexmark 2500 Series on Ned OK Step 3 Select the appropriate printer and Click o J The barcode labels for the customers that were checked off will print on the selected printer
23. by Hours Export Data To Inventory Check In Date Time is between 03 20 2009 00 00 E and 03 20 2009 23 59 E Run Billing of Returned Rental Items Page lofi This Billing screen is By Company for Items that have been Checked In To proceed iR Select the Company by Clicking lz a Silverlake Data Solution Page 123 Silverlake Data Solution Inc e 2 Select a Billing Method Days for this example 3 Select a Check In Date Silverlake Data Solution Method 2 Bil by Days BportData To Lei Inventory Check In Date Time is between 04 01 2009 00 00 and 04 01 2009 23 59 x Run Use 3 10 2009 Billing of Returned Rental Items Page lofi Silverlake Data Solution e Method Bil by Days Export Data To Inventory Check In Date Time is between 03 10 2009 00 00 E and 04 01 2009 23 59 D Run Billing of Returned Rental Items Page 1of1 4 Click E a Silverlake Data Solution Page 124 Silverlake Data Solution Inc Aa Bill To Silverlake Data Solution e Inventory Check In Date Time is between 03 10 2009 00 00 E Sec 04 01 2009 23 59 Biling of Returned Rental Items 4 1 2009 Item Description Checked Out Check In Quantity Billa ble A999994 Unknown 3 15 2009 15 33 3 15 2009 15 53 1 10 00 _ Total Amount 10 00 Page lofi 4 mt The Quantity was 1 The duration was 1 day The Rate per Day 10 00 1 10 00
24. fields mentioned above have been populated by having selected Item Class option 3 If there is any inventory of the Item that is to be added to the Item Table enter it Tab HE here in the Quantity field 4 Select the Unit of Measurement being added that reflects the quantity being Tab added to inventory 5 Enter a barcode number This will be unique for this Item This is an alphanumeric field with the alphas needing to be CAPITALS only An example is Tab HE provided B after Step 8 a Silverlake Data Solution Page 59 Silverlake Data Solution Inc vi 7 Select the Vendor Remember that entry is limited to what exists in the table If a Vendor needs to be added Home Depot or Lowes for example then the Vendor Table needs to be updated first using the Vendor screen The table cannot be updated from this screen 8 Enter a cost for the Item identified There is not a hard connection made between the Vendor selected and the Cost just entered The following screen displays the selections from Quantity to Cost Basic Information Item Class 32659 EN Quantity 6 EA Each EN Barcodes 1234456B78C9 Bushing Tool 60 80 Ib Test Breaker Item Type 3 Non unique returnable E Bushing Tool 60 80 Ib Test Breaker 987654 10017201 ER Bushing Tool 60 80 Ib Test Breaker 10017201 Scaffolding Guards 2345657 0000000000 Unknown item001 0000000000 Unknown 654321 0000000000 Additional Information
25. file suffix is txt A 5 HTML Table When this method is used the file suffix is Atm A 6 XML File When this method is used the file suffix is xml a Silverlake Data Solution Page 112 Silverlake Data Solution Inc e Setup Special Rental Rates Default Rental Rates Setup Special Rental Rates Peak Usage Billing With Custom ule Oustanding Items Returned Items All Items Consumable Usage Billing with Filters Variable Cycle Billing Class Num Description Monthly Rate Weekly Rate Daily Rate Hourly Rate Special Rates TE ES ES Special Rates 65 00 85 00 20 00 4 50 Special Rates 80 00 25 00 E 2 50 Special Rates i i ET ar Special Rates i i WE E This feature is provided for customers who have a special standing with a company The reasons determine special rates for items that are checked out by these firms The 2 rows above reflect the rates associated with the Item when it was first added to the system The rates in the fields with the white background are special rates Therefore to proceed de To select a company for special rates Click l l The drop down window will appear that contains the companies Notice that there are no Customer Names here previously defined with the Companies screen a Silverlake Data Solution Page 113 Silverlake Data Solution Inc e D KI Ieiffial Real People Inc 2 Move the cursor to the company desired and Click on the Company The initia
26. net Notes FAX 858 233 9002 Indicates required fields Delete Select the desired Customer Move the cursor to the Customer Name desired and Click The identified Customer Name is highlighted as shown above however the Customer Name is still not selected To select the Customer Click select 563562 SET UP LEVEL B JOURNEYMAN ET dane Q Doe BS Level 2 FAX 858 233 9002 Silverlake Data Solution EN paul_espinoza sds net tee Ee EH AA wee E EE Item Code Item Description Available Checkout i Move the cursor to the below the Item Code column and Click The next screen will Appear Basic Information Item Class 10017201 BE HD ior EA Goch le In a Small Handy Tools BE Bushing Tool 60 80 lb Test Breaker a Silverlake Data Solution Page 87 Silverlake Data Solution Inc e 4 Select the Item to be checked out by moving the cursor to the item desired and Click The following screen will appear Note the highlighted selection Item Description Bushing Tool 60 80 Ib Test Breaker Bushing Tool 60 80 Ib Test Breaker Basic Information Item Class 200001 Le Jet Quantity ee ory EA Each e o Barcodes 123456 E 987654 10017201 tenet 10017201 Serial Num WEE 12345 200002 Category Small Handy Tools 12346 200002 Description Expense Item 12347 200002 12348 2000
27. screen was first opened since there are no parameters the program performed the record preparation and displayed them on the screen above This can be exported using the export procedures previously demonstrated and can also be printed by clicking on Export or Print List of Vendors Vendor Name CONSTRUCTION SUPPLIERS SMALL AND SAFETY TOOLS SUPPLY CO Unknown This is the same as the Customer List a Silverlake Data Solution Page 136 Silverlake Data Solution Inc e List of Classes D ipti Bushing Tool 60 80 lb Test Breaker Disposable Expense Item Unknown Wheelbarrow heavy duty This is the same as Customers a Silverlake Data Solution Page 137 Silverlake Data Solution Inc vi List of Classes below Min Qty List of Classes with Qty below Min This is also like the Customer Listing For review the Classes table is listed below to illustrate how the Suggested column is calculated Type Monthly Rate Weekly Rate Daily Rate f Hourly Rate 3 Non unique return l Bushing Tool 60 80 Ib Test Breaker 1 Unique returnable Le 65 00 85 00 20 00 4 50 32659 Wheelbarrow heavy duty 3 Non unique returne 80 00 25 5 00 2 50 200001 Expense Item 4 Non unique non rei 0 IP 2500 d 200002 Disposable 2 Unique non returne 0 55 00 o Suggested Qty Max Qty On Hand It is important to keep in mind that the above formula does not include the demand over
28. the replenishment lead time The example below illustrates the limitation Max Qty 2 E O Min Qty 2 Trigger Point Time E Demand over Replenishment Lead time The quantity represented below the Min Qty line is not included in the Suggested Qty a Silverlake Data Solution Page 138 Silverlake Data Solution Inc e List of Categories Type Bushing Tool 60 80 lb Test Breaker Unique returnable Disposable Unique non returnable Expense Item Non unique non returnable Unknown Non unique returnable Wheelbarrow heavy duty Non unique returnable Same as the Customer listing It is only a listing As before this can be Exported or printed a Silverlake Data Solution Page 139 Silverlake Data Solution Inc e List of Items E N A E Bushing Tool 60 80 lb Test Breaker A UI Unique returnable E Heavy Duty Construction Equipment E Disposable 8 E Unique non returnable E Safety Equipment E Expense Item E Non unique returnable E Small Handy Tools E Unknown E Non unique non returnable ke List of Available Items This is the same as the Customer listing The difference is that the report size can be reduced by employing some filters These filters and selection criteria are e Categories e Classes e Types e All e Specific categories classes and Types The followin
29. upper portion of the screen has been populated with information specific to this Customer 2 Click below the Item Code column The following drop down window will appear Basic Information Item Class 10017201 Le JS Quantity 9G or EA Each e Barcodes 123456 ERRORE ien inert Ss Bushing Tool 60 80 Ib Test Breaker 987654 10017201 Serial Num Bushing Tool 60 80 Ib Test Breaker 10017201 Category Handy Tools DE Scaffolding Guards 2345657 0000000000 Description Bushing Tool 60 80 Ib Test Breaker item001 0000000000 654321 0000000000 A99999A 0000000000 Wheelbarrow heavy duty 123A456B78C9 32659 Additional Information Vendor SMALL AND SAFETY TOOLS SUPF Cost l 235 00 Monthly Rate 165 00 Weekly Rate 85 00 Daily Rate 20 00 Hourly Rate 4 50 Indicates required fields Delete Save Select Cancel gt Next select the Item to be checked out For this exercise the Item entered previously will be selected a Silverlake Data Solution Page 80 Silverlake Data Solution Inc Aa Item Class 0000000000 Quantity T oTv EA Each Barcodes A99999A ee Class Bushing Tool 60 80 Ib Test Breaker 123456 10017201 reani Type 1 Unique returnable Bushing Tool 60 80 Ib Test Breaker 987654 10017201 Serial Num 6373 987 X5 Bushing Tool 60 80 Ib Test Breaker 10017201 Category Safety Equipment Scaffolding Guards
30. 0 2009 15 11 13 A 419 3449 Billing Time 4 01 2009 13 28 14 5 5 20 3550 Days elapsed Day 10 2400 15 6 6 21 3651 1511 16 7 7 22 3752 9 49 17 8 8 23 38 53 LESS THAN DAY 18 9 9 24 3954 Days elapsed Day 11 31 21 19 10 1025 4055 days 20 11 1126 41 56 Last Day 00 00 21 12 1227 4257 13 28 22 13 1328 43 58 13 28 23 14 1429 4459 LESS THAN 1 DAY 24 15 1530 45 60 Summary Day 10 9hrs 49 min 1 day 25 16 11 31 21 Days 1 26 17 4 1 13 hr 28 min 1 day 27 18 TOTAL ELAPSED DAYS 23 28 19 Rate per Day 25 00 29 20 TOTAL INVOICE 575 00 30 21 31 22 4 1 23 24 Bill To Real People Inc D Method 2 Bill by Days ExportDataTo Export Print Inventory Check Out Date Time is on or before 04 01 2009 13 28 V Indude Replacement Cost Billing of Outstanding Rental Items 4 1 2009 Item Description Checked Out Quantity __Billable 123456 Expense Item 3 10 2009 15 11 1 785 00 987654 Bushing Tool 60 80 lb Test Breaker 3 18 2009 14 27 1 515 00 123A456B878C9 Wheelbarrow heavy duty 3 18 2009 14 38 3 305 00 Total Amount 1 605 00 a Silverlake Data Solution Page 122 Silverlake Data Solution Inc e Invoice Returned Items Billing Default Rental Rates Setup Special Rental Rates Peak Usage Billing With Custom Schedule Oustanding Items Returned Items Returned Items and Qut anding Items All Items Consumable Usage Consumable Usage Billing with Filters Variable Cycle Billing Damaged Items Unknown EI Method 4 Bil
31. 0 lb Test Breaker 123456 10017201 Bushing Tool 60 80 Ib Test Breaker 987654 10017201 Bushing Tool 60 80 Ib Test Breaker 10017201 Scaffolding Guards Unknown Unknown Unknown Wheelbarrow heavy duty 2345657 0000000000 item001 0000000000 654321 0000000000 A99999A 0000000000 123A456B78C9 32659 Add Basic Information Item Class 10017201 Quantity S 0 EA Each EN Barcodes 123456 Item Type 1 Unique returnable Serial Num Category Small Handy Tools Description Bushing Tool 60 80 Ib Test Breaker Additional Information Vendor SMALL AND SAFETY TOOLS SUPF Cost 235 00 Monthly Rate 65 00 Weekly Rate 85 00 Daily Rate 20 00 Hourly Rate 4 50 Indicates required fields l Change calibration schedule Clone Selected Item Save 000000000 1 Unique returnable Safety Equipment DEI EA Each BE BE SMALL AND SAFETY TOOLS SUPF 324 00 Print Barcode 14 When an Item has a Quantity greater than one 1 and is entered in the Quantity field the following drop down window will automatically appear to preserve an Item s uniqueness feature in the system a Silverlake Data Solution Page 62 Silverlake Data Solution Inc vi Item Description Bushing Tool 60 80 Ib Test Breaker Bushing Tool 60 80 Ib Test Breaker Expense Item Scaffolding Guards Unknown Unknown Unknown Wheelbarrow h
32. 02 12349 200002 12350 200002 12351 200002 Monthly Rate 12352 200002 Weekly Rate 0 12353 200002 Daily Rate 2800 Additional Information Vendor SMALL AND SAFETY TOOLS SUPF Cost 235 00 12354 200002 Hourly Rate 0 123456 200001 Indicates required fields e Delete Save Select Cancel 5 Click sea This will place this item onto the Original Check Out Only screen as shown below Check Out E o John Q Doe ebe a ee Company Real People Inc Email us rpi com Job DIE Work Area Item Code item001 Unknown EW MILLING LEVEL 3 APPRENTICE Supervisor Level2 Temp Help Srvcs Vendor Lemmer E EI Checkout Date Time 03 12 2009 11 13 AM Item Description Available Checkout 10 Check Out Only C 0 0 Cancel To complete the transaction enter the Quantity under the Check Out column a Silverlake Data Solution Page 88 Silverlake Data Solution Inc e Eemer 563562 SET UP LEVEL B JOURNEYMAN Name Jane Q Doe Level 2 FAX 858 233 9002 S Silverlake Data Solution EY pau_espinoza sds net B bee Job Elle Work Area IT DIE Checkout Date Time 93 16 2009 11 41 AM Item Code Item Description Available Checkout 123456 0 7 After the Quantity has been entered Click Check Qut Only C 0 0
33. 03 21 2009 Item Description Unit Cost Quantity Date glvz5 5 00 1 01 22 2008 DavidG m Consumable Item Usage 1 Unit East N A Company Name XYZ Equipment Rental Corp South Work Area Consumable Usage Detail By Area from 01 01 2007 to 03 21 2009 Work Area 1 Item Description Unit Cost _Quantity glvz5 glvz glvz5 Page lof 4 5 00 1 6 00 15 5 00 4 alky cracker Report Date 03 21 2009 Date 01 22 2008 David G 01 22 2008 David G 01 22 2008 David G Sub total for 1 Date 01 10 2008 FordM 01 10 2008 Ford M 01 10 2008 FordM Sub total for 1 Unit II Lea lei Ex Conractor XYZ Equipment Rental Corp From ay 1 2007 wr To 3 21 2009 Bv 18 00 a Silverlake Data Solution Page 129 Silverlake Data Solution Inc Ze This is the first page of the report if scrolled down As can be seen there are 4 pages in the report Below is the last page of the report Consumable Usage Detail By Area from 01 01 2007 to 03 21 2009 Report Date 03 21 2009 Work Area N A Item Description Unit Cost Quantity _ Date Name Extended Rags 1 00 1 01 10 2008 FordM 1 00 Hoses 15 00 1 01 10 2008 FordM 15 00 Hoses 15 00 1 01 10 2008 FordM 15 00 Filters 2 00 1 01 10 2008 joen 2 00 Rags 1 00 1 01 10 2008 Joen 1 00 Filters 2 00 1 01 10 2008 Joen 2 00 Rags 1 00 11 04 10 2008 Curtis S 11 00 Sub total for N A 48 00 Item Description Unit Cost _Quantity _ Date N
34. 09 Silverlake Data Solution Inc vi View Default Rental Rates Billing Default Rental Rates Setup Special Rental Rates Peak Usage Billing With Custom Schedule Oustanding Items Returned Items Returned Items and Outstanding Items All Items Consumable Usage Consumable Usage Billing with Filters Variable Cycle Billing Damaged Items i lt gt Rental Rates wem esos Export Rental Rates Asof 3 19 2009 Description Monthly _Weekly _ Daily _ Hourly _ Bushing Tool 60 80 Ib Test Breaker 65 00 85 00 20 00 4 50 Disposable 0 0 55 00 0 Expense Item 0 0 25 00 0 Unknown Wheelbarrow heavy duty 80 00 25 00 5 00 2 50 UI This inquiry displays the current Rental Rates of all Classes of Inventory Items It can be exported to Excel a Text File Comma separated a Text file Tab separated a HTML Table and an XML File It can be sorted prior to printing or exporting To proceed 1 To Sort Click The following drop down window will appear a Silverlake Data Solution Page 110 Silverlake Data Solution Inc Ze r Specify Sort Columns 2 In order to sort in this screen and not have to do it in the destination export file move the cursor over the elements to be sorted press the cursor and drag the element from left to right for sorting To remove from sorting move the cursor over the element from the right side press the cursor and move it to the left side of th
35. 09 14 27 00 Small Handy Tools 200001 Expense Item 1 3 10 2009 15 11 00 Safety Equipment 0000000000 Scaffolding Guards 1 3 16 2009 14 31 00 a Silverlake Data Solution Page 150 Silverlake Data Solution Inc e Outstanding Items By Job Number N A Bushing Tool 60 80 lb Test Breaker Heavy Duty Construction Equipment E Disposable Safety Equipment E Expense Item oe The filters for this report are e Categories e Work areas e Classes The selections for the following report are ALL ALL and ALL cept Data Ta eB Print Option Filters Quanity beween Indude these categories V Select All Indude these job numbers V Select All Masonry Manual Hand Equ 32659 Wheelbarrow heavy duty 3 3 18 2009 14 38 00 Small Handy Tools 10017201 Bushing Tool 60 80 lb Test Breaker 1 3 18 2009 14 27 00 Small Handy Tools 200001 Expense Item 1 3 10 2009 15 11 00 Safety Equipment 0000000000 Scaffolding Guards 1 3 16 2009 14 31 00 a Silverlake Data Solution Page 151 Silverlake Data Solution Inc e Damages CG Damages Report ExportDataTo Export Between 3 27 2009 and 3 27 2009 Rum Damages Report The filters for this report are the beginning and ending page of the report The date range selection for the following report are 3 01 2009 thru 3 27 2009 and Click pn 1 ExportDataTo sl Export Print Sort Between 3 1 2009 and 3 27 2009 Damages Report Fro
36. 1 neen ERR E ER EE ER ER EE EE EEER E EE EEE E EE ER EE EE RRE EE EN From this position none of the Items above will print unless hel Ge HG invoked this will be done but not shown a Silverlake Data Solution Page 23 Silverlake Data Solution Inc e Filters Quantity between ue these categories All categories Indude these types 7 All type i E N A E Unique returnable Heavy Duty Construction Equipment e Unique non returnable SS Safety Equipment Non unique returnable 9999 Small Handy Tools E Non unique non returnable 4 Category A99999A Safety Equipment Unknown 654321 Safety Equipment Unknown 2345657 Safe Equipment Scaffolding Guards Step 4c Typically last of these limiting actions is to decide which of the Retrieved Data that has been Sorted available to print This is accomplished by un checking the items under the Print Barcode column For this sample bar code labels for the Scaffolding Guards will not be needed Click adjacent to the Item mentioned The box will become un checked like so L Filters Quantity between Indude these categories All categories Indude these types All type 1 CT N A Unique returnable E Heavy Duty Construction Equipment Unique non returnable SS Safety Equipment L Non unique returnable 3999 E Small Handy Tools S E Non unique non returnable
37. 10 00 Invoice Returned Items and Outstanding Items Billing Default Rental Rates Setup Special Rental Rates Peak Usage Billing With Custom Schedule Oustanding Items Returned Items Returned Items and Outstanding Items All Items Consumable Usage Consumable Usage Billing with Filters Variable Cycle Billing Damaged Items a Silverlake Data Solution Page 125 Silverlake Data Solution Inc e mme Dn gt Method 1 Bill by Hours Y Export Data To Inventory Check In Date Time is between 04 01 2009 00 00 EN and 04 01 2009 23 59 E Or Inventory Check Out Date Time is on or before 04 01 2009 17 17 V Indude Replacement Cost C Run Page lofi This billing screen is used to bill all overdue and Checked In Items To proceed iR Select the Customer 2 Select the billing Method 3 Select the UP TO Date Inventory Check Out Date Time is on or before Bill To Real People Inc x Method 2 Bill by Days Y Export Data To Inventory Check In Date Time is between 04 01 2009 00 00 and 04 01 2009 23 59 E Or Inventory Check Out Date Time is on or before Item Description Checked Out 987654 Bushing Tool 60 80 lb Test Breaker 3 18 2009 14 27 123456 Expense Item 3 10 2009 15 11 123A456B78C9 Wheelbarrow heavy duty 3 18 2009 14 38 This report shows all the Items that are Overdue or have been Checked In a Silverlake Data Solution Page 126 Invoice All Items Billin
38. 2009 14 30 00 admin Scaffolding Guards 1 3 16 2009 14 31 00 admin a Silverlake Data Solution Page 154 Silverlake Data Solution Inc vi Item History Von Export Data To Export print Sort Between JE 27 2009 and 3 27 2009 Item History Report m Activity Type Customer Item Vendor Quantity Timestamp This report is by Individual ITEM CODE The filters are 2 The filters are 2 The first appears on the report screen the Date range 3 01 2009 to 3 27 2009 The second the Item Code filter appears after the is Clicked as shown below Item Class 10017201 x Quantity Bi orv EA Each Barcodes 987654 nen mee M Bushing Tool 60 80 Ib Test Breaker 10017201 Senai Num Disposable 12345 200002 Category Small Handy Tools Disposable 12346 200002 Description Bushing Tool 60 80 Ib Test Breaker 12347 200002 12348 200002 12349 200002 12350 200002 12351 200002 Monthly Rate 12352 200002 Weekly Rate 12353 200002 Daily Rate 12354 200002 Hourly Rate Additional Information Vendor SMALL AND SAFETY TOOLS SUPF Cost 235 00 123456 200001 Indicates required fields Delete Save Cancel From this filter select the Customer Name to report History and Click Select After clicking the Select button the following report will appear a Silverlake Data Solution Page 155 Silverlake Data Solution Inc e Ewmo
39. 54 110017201 Item Type E babs ue re e nal l z Bushing Tool 60 80 Ib Test Breaker 10017201 Serial Num Disposable 12345 200002 Category Small Handy Tools D el Disposable 12346 200002 Description Bushing Tool 60 80 Ib Test Breaker Disposable 12347 200002 RPP eee aan Disposable 12348 200002 Vendor SMALL AND SAFETY TOOLS SUPF Disposable 12349 200002 Eiaeia a ere Disposable 12350 200002 dog rts Disposable 12351 200002 Monthly Rate Disposable 12352 200002 Weekly Rate 85 00 Disposable 12353 200002 Daily Rate 20 00 Disposable 12354 200002 Hourly Rate 50 000o mi Expense Item 123456 200001 Indicates required fields Add Delete Sove iSelect 2 This screen is an inquiry into the On Hand Inventory Table Regardless of the cause of the of the disposal the item is going to be removed from On Hand Inventory and be disposed of Select the item to be disposed For this demonstration a Bushing Test Breaker will be removed Select Since the Item is already selected Click the transaction The previous screen will appear to continue PIECE CIR A EK Inventory Disposal eae 90000000 E Name System Default Dummy rai Phone Job Work Area Disposal Date Time 07 24 2009 01 32 PM Item Description Available Dispose 987654 Bushing Tool 60 80 Ib Test Breaker a 3 Enter the quantity to be disposed as shown below and Click Note that the beginning bal
40. 7 20 V Indude Replacement Cost XYZ Equipment Rental Corp Jaj Billing of Outstanding Rental Items 3 19 2009 Page lofi 2 Select the Billing method 3 Select the date All Items that are due prior to this date are overdue 4 To determine the billing rate amounts move the cursor and Click We will look at 4 invoices in order to substantiate the importance of setting Steps 2 and 3 In addition an example will be provided to show how the calculations took place Example 1 Parameters Bill To Real People Inc Date 04 01 2009 13 28 Real People Inc D 1 Bil by Hours Export Data To Inventory Check Out Date Time is on or before 04 01 2009 13 28 V Indude Replacement Cost C Sa Biling of Outstanding Rental Items 4 1 2009 Item Description Checked Out Quantity ___Billable Expense Item 3 10 2009 15 11 1 235 00 Bushing Tool 60 80 lb Test Breaker 3 18 2009 14 27 1 1 747 00 Wheelbarrow heavy duty 3 18 2009 14 38 3 2 608 00 __Total Amount _ 4 590 00 Bill To Real People Inc D Method 2 Bil by Days Export Data To Inventory Check Out Date Time is on or before 04 01 2009 13 28 x Indude Replacement Cost Billing of Outstanding Rental Items 4 1 2009 Item Description Checked Out Quantity Billable 123456 Expense Item 3 10 2009 15 11 1 785 00 987654 Bushing Tool 60 80 lb Test Breaker 3 18 2009 14 27 1 515 00 123A456B78C9 Wheelbarrow heavy duty 3 18 2009 14 38 3 305 00
41. EE 158 Items to be Calibrated oo eeecccccsssssecccccseeeeecceeeeesseeeeeesseeeeeeeeseeseeeeeeeeseesseeeesseeseeeeeeeaeaaseeeessaaaeeeeeeaags 159 CaO AE OTA SONY ia E A E A EA deaoseeatacoeuns A 160 E d ee E O EE 161 a Silverlake Data Solution Page 5 Silverlake Data Solution Inc Ze INITIAL SIGN ON This is the initial screen when you first invoke the SB CIO System It is the standard sign on screen Enter your User Name and Password and Click o j EI IR mem ver File Utilities Edit Run Biling Report Window Help SF a oi FR ab BW on 2go t Users Customers Categories lems Check Out Checkin License L This is the initial screen a User will see after logging in The Menu is comprised of Sample Practice Mode File Utilities Edit Run Billing Report Window Help NOTE The time clock for auto exit is 30 minutes If the User has not performed ANY function within a 30 minute time span SB CIO will automatically Logout of the System a Silverlake Data Solution Page 6 Silverlake Data Solution Inc e FILE File Utilities Edit Run Billing Re Sample Practice Mode File Utilities Edit Run Billing Silverlake ICICO File Utilities Edit Run Billing Report Window Help Hh Check Out Checkin tems License It is recommended NOT to use this first application until the User Manual has been completely read When entering Sample Practice Mode the information atop the Menu bar w
42. EVISED NOTES ENTRY Quantity Checkin Damaged Qty o 4Y a 4 Fell off truck and bent 5 If the Item is acceptable enter the Quantity of 1 under the Check In column then move the cursor and Click check in 6 After recording the Check In and the Lost then immediately perform the Billing for Lost Items 7 If the Customer reports an Item as Lost Check In the Item into Inventory Then go to the Lost screen and record it out 8 If there are no more Items to be checked in Click Gancel a Silverlake Data Solution Page 85 Silverlake Data Solution Inc e Check Out Only Check Out Check In Check Out Only Calibration Damaged Repair Dispose Undo Disposal Lost Found Es f _ Name f Email Job le IS Work Ares j ae Checkout Date Time 03 10 2009 03 52 PM SI CC This is for Check Out only without an expected Check In transaction Check Out Items include disposable items that once used cannot be returned For retail this is a sale 1 Find the Customer who wants this type of Item Click al The following screen will appear a Silverlake Data Solution Page 86 Silverlake Data Solution Inc e 563562 Name Jane Q Doe Craft SET UP LEVEL B JOURNEYMAN Supervisor Level 2 Company Silverlake Data Solution Address San Diego 92131 Phone 858 777 9887 Email paul_espinoza sds
43. Q Doe Check Out Jane Q Doe Check Out John Q Doe Check Out John Q Doe Record Damage John Q Doe Activity Report From 1 1 2009 to 3 27 2009 Unknown Unknown Unknown Expense Item Scaffolding Guards Bushing Tool 60 80 lb Test Breaker Bushing Too 60 80 Ib Test Breaker Unknown Unknown Unknown Expense Item Unknown Unknown Unknown Unknown Disposable Scaffolding Guards Bushing Tool 60 80 lb Test Breaker Wheelbarrow heavy duty Bushing Tool 60 80 lb Test Breaker pa EAE AE pan E A pf E E E A AE E AEA E Timestamp 1 31 2009 14 46 14 1 31 2009 14 49 00 1 31 2009 14 51 00 2 20 2009 13 35 27 2 20 2009 13 41 16 2 20 2009 13 42 18 2 20 2009 13 50 07 2 24 2009 06 12 30 2 24 2009 18 41 00 2 24 2009 19 00 00 3 10 2009 15 11 00 3 10 2009 15 41 00 3 15 2009 14 31 11 3 15 2009 15 33 00 3 15 2009 15 53 00 3 16 2009 14 30 00 3 16 2009 14 31 00 3 18 2009 14 27 00 3 18 2009 14 38 00 3 27 2009 10 57 00 N A N A N A N A N A N A N A N A N A N A N A N A N A N A N A N A N A N A N A N A Page ell vr ee a Silverlake Data Solution Page 158 Silverlake Data Solution Inc e Items to be Calibrated i SS le a Due date is on or before this date Indude these categories F Select All 3 27 2009 B7 N A Heavy Duty Construction Equipment Safety Equipment Small Handy Tools List of Items to be Calibrated This report lists those Item Codes by Category that are to be C
44. S SUPPLY CO Safety Equipment Unknown 1 SMALL AND SAFETY TOOLS SUPPLY CO Masonry Manual Hand Equipment Wheelbarrow heavy duty 3 SMALL AND SAFETY TOOLS SUPPLY CO Safety Equipment Unknown 1 SMALL AND SAFETY TOOLS SUPPLY CO Small Handy Tools Disposable 1 Small Handy Tools Disposable Small Handy Tools Disposable Small Handy Tools Disposable Small Handy Tools Disposable Small Handy Tools Disposable Small Handy Tools Disposable Small Handy Tools Disposable Small Handy Tools Disposable k pmb pmd pmd pmd pmd pand fe a Silverlake Data Solution Page 141 Silverlake Data Solution Inc e Physical Count Summary 3722 2009 NO Babnce Physical Cassium Descnppon rr on Hand Count 0000000000 Unknown 13 10017201 Bushing Tool 60 80 Ib Test Breaker 1 200001 Expense Item 0 200002 Disposable 9 32659 Wheelbarrow heavy duty 3 Silverlake ICICO File Utilities Edit Run Billinc A S a G om o Logout Users Customers Catetpuigs g heck Out Checkin License c Ehe expectation was to see a program Ss a 6 eee that would indicate something that h j V Logout Users Customers Cate agic rf Vendors List of Classes already happened No ee ee This is a basic cycle count system that can List of Categories EE be used on a small scale Physical Count Summary Option Notice the button at the upper Consumable Usage Report Det Consumable Usage Report Sum right side of the above program Within
45. Silverlake Data Solution Inc vi Small Business CIO Inventory Management Check In Out Operators Manual amp Silverlake Data Solution Inc a Silverlake Data Solution Page 1 Silverlake Data Solution Inc vi SB CIO Inventory Control Operators Manual Copyright 2009 Silverlake Data Solution Published by Silverlake Data Solution Inc No part of this publication may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying and recording or stored in a database or retrieval system for any purpose without the express written permission of Silverlake Data Solution Inc except as provided by USA copyright law Silverlake Data Solution Inc reserves the right to make changes to this document at any time without notice and assumes no responsibility for its use Silverlake Data Solution Inc products and services can only be ordered under the terms and conditions of Silverlake Data Solution Inc s applicable agreements This document contains the most current information available at the time of publication When new and or revised information becomes available this entire document will be updated and distributed to all registered users Microsoft and Windows are registered trademarks of Microsoft Corporation First Printing 2009 Prepared and Written by Espinoza E Paul a Silverlake Data Solution Page 2 Silverlake Data Solution Inc vi Contents
46. URNEYMAN 6 The selection will be highlighted as shown to the Supervisor DEE T cap W A MILLING LEVEL 2 JOURN Company right Hitthe i key to move to the next Address field Supervisor SES Email ET UP LEVEL B JOURNE Notes 7 Select the Supervisor by following the same path as with the Craft selection steps The dropdown window will appear from which the search is performed the appropriate Supervisor is identified selected and after selection Tab to the Company selection Supervisor Supervisor Level 2 gt Company Company Level 1 Address Address Level 2 Phone Level 3 Phone Level 3 Email Email Notes Notes 8 Select the Company by following the same path as with the Supervisor selection steps The dropdown window will appear from which the search is performed the appropriate Company is identified selected and after selection Tab to the Address entry Company Unknown el Company Silverlake Data Solution 7 Address Unknown Address Unknown Geer Real People Inc Phone Real People Inc Silverlake Data Solution Silverlake Data Solution Email Email Notes Notes 9 Enter an address Remember that this does not support mailings of invoices as described at the outset of field definition and limitations Therefore enter a street or city This is a free form field a Silverlake Data Solution Page 49 Silverlake Data Solution Inc Ze 10 Enter a telephone number 11 Enter an email ad
47. Vendors Job Numbers Work Areas Bin Locations Ba List of Work Areas EES work ara aT IsActtive IE W EE SZ Advanced Sortie a Work areas operate much like Job Numbers They are provided as a control mechanism to help the Customer or Company manage the distribution of costs To proceed 1 To add a new Work Area Click ow This will add a line for entry of the new Work Area a Silverlake Data Solution Page 69 Silverlake Data Solution Inc Aa Ge List of Work Areas Ss Add the new Work Area and Click Bg List of Work Areas 3 Work Area K A Chase 7th Flr East Wing Chevron 8th Floor West The new Work Area has been added If there are no other Work Areas to be added Click a Silverlake Data Solution Page 70 Silverlake Data Solution Inc vi Bin Locations INTRODUCTION Bin Locations are used to provide a means of locating inventory in a geographical area typically a stockroom warehouse or storage yard The objective is to provide a unique identifier for each location enabling the merchant to systematically store find perform and track activity of inventory assets For small businesses the warehouse is typically a room with racks that will be sufficient to handle the inventory that is to be stored THE APPROACH Warehouses and specifically bin locations use several naming conventions The most common is the ART method A is for Aisle R is for Row and T is for Tier T
48. Void Issue Tickets a Silverlake Data Solution Page 162
49. able m a Silverlake Data Solution Page 106 Silverlake Data Solution Inc vi Found Check Out Check In Check Out Only Calibration Damaged Repair Dispose Undo Disposal Lost This screen is used to record Items that have been found by either the client Company Customer or the internal company To proceed Items that are FOUND by Client Company Customer Item Code e Date Time 03 13 2009 10 10 AM oli x customer Name Company Email Item Description Work Area Quantity Found Record Found Items Cancel 1 Search for the Customer Name as described in Common Processes Customer Search The following screen reflects the Customer selected a Silverlake Data Solution Page 107 Silverlake Data Solution Inc e Date Time 03 16 2009 03 15 PM Customer 111 Curtis ABC Si ABC Oil Refinery SS 858 848 7760 Item Description a Silverlake Data Solution Page 108 Silverlake Data Solution Inc vi BILLING Billing Default Rental Rates Setup Special Rental Rates Peak Usage Billing With Custom Schedule Oustanding Items Returned Items Returned Items and Outstanding Items All Items Consumable Usage Consumable Usage Billing with Filters Variable Cycle Billing Damaged Items a Silverlake Data Solution Page 1
50. alibrated There are 2 parameters On or Before this Date e Category open eege Celtes pint Get Due date is on or before this date Indude these categories V Select All 3 27 2009 By N A Heavy Duty Construction Equipment Safety Equipment Small Handy Tools List of Items to be Calibrated Category Small Handy Tools Safety Equipment a Silverlake Data Solution Page 159 Silverlake Data Solution Inc e Calibration History Export Data Te 1 sl Seat Cain Cort Cum Filters Indude these categories Select All From 3 27 2009 v N A Heavy Duty Construction Equipment E To 3 27 2009 v Safety Equipment Small Handy Tools This report details Calibration History of the Items The filter parameters are Date Range and Category The following report sample is from 3 01 2005 to 3 28 2009 for ALL Categories Export Data T ooo o o o r Filters Indude these categories V Select All From 3 1 2009 v N A Heavy Duty Construction Equipment To 3 28 2009 v Safety Equipment Small Handy Tools Calibration History Description Vendor Small Handy Tools Bushing Tool 60 80 lb Test Breaker SMALL AND SAFETY TOOLS SUPPLY CO 3 16 2009 Small Handy Tools Bushing Tool 60 80 lb Test Breaker SMALL AND SAFETY TOOLS SUPPLY CO a Silverlake Data Solution Page 160 Silverlake Data Solution Inc e System Access History ExportDataTo Export print Sort Between JE 28 2009 and
51. ame Extended Gloves 0 50 2 11 26 2007 David G 1 00 Gloves 0 50 1 11 26 2007 David G 0 50 Gloves 0 50 1 11 26 2007 DavidG 0 50 d Sub total for South 2 00 Grand total for alk 343 50 Page 4 of 4 X 4 II CXE When complete Click a Silverlake Data Solution Page 130 Silverlake Data Solution Inc Ze Invoice Consumable Usage with Filters Billing Default Rental Rates Setup Special Rental Rates Peak Usage Billing With Custom Schedule OQustanding Items Returned Items Returned Items and Outstanding Items All Items Consumable Usage Consumable Usage Billing with Filters Variable Cycle Billing Damaged Items 1 Select the filters Select All 1A 1B 1C d m aii EEN Consumable Usage Billing Le LS x Contractor XYZ Equipment Rental Corp From 3 21 2009 Dy er 3 21 2009 By LG JL Run Filters Indude these customers lect All Indude these job numbers PTSelect All Indude these work areas Select All 1 Unit E Curtis S 1 E David G 2 E FordM 987 N A gt e eme This screen provides detail regarding Consumable Items for a company who that multiple Customers Employees who Check Out Items on behalf of the Company The filter parameters are e Customers e Jobs e Work Areas This level of detail provides activity that has occurred at particular sites and within the job which work area
52. ance is negative This will not stop the transaction a Silverlake Data Solution Page 100 Silverlake Data Solution Inc e ESSA 00000000 o LLG sistem oefoutounmy SSS kx t C CS CSC C C YYNNN CSCXC ES Job C JO Work Area C O Disposal Date Time 07 24 2009 01 32 PM Item Code Item Description Available Dispose Bushing Tool 60 80 Ib Test wremker o O CRT Job OE Work Area Cs Disposal Date Time 07 24 2009 01 48 PH Item Code Item Description Available Dispose WT WEEN This completes the completion of a Disposal transaction a Silverlake Data Solution Page 101 Silverlake Data Solution Inc e Undo Disposal Check Out Check In Check Out Only Calibration Damaged Repair Dispose Undo Disposal Lost Found Customer Code Item Code Date Time 07 24 2009 02 00 PM E 00000000 RE System Default Dummy E Item Barcode Item Description 12349 Disposable a 7 24 2009 13 11 00 N A N A g 1 o 987654 Bushing shing Tool 60 80 Ib Test Breaker 7 24 2009 13 32 00 N A NA 1 o E With the initial Disposal transaction being completed and the Customer Number being the same the history of disposed transactions appear above If it is discovered that a reversal has to take place then it is a matter of reversing the transaction To do this enter the quantity to be reversed a
53. are more for information only To proceed 1 Click e The program will make available fields for a new entry as shown below 2 Enter the new Vendor Number and Vendor Name and Click Vie 1 The New Vendor will be added to the table as shown below sei If there are no other entries Click a Silverlake Data Solution Page 66 Silverlake Data Solution Inc vi Job Numbers Users Roles Securable Objects Permissions of Roles Crafts Supervisors Customers Measurement Units Classes Categories Items Companies Vendors Job Numbers Work Areas Bin Locations Job Number v Job Numbers are a form of internal control that is established with Customers and Companies in order to track what material has been utilized at specific cost collecting points To proceed 1 Click ten The program will open fields to record a new job number as shown below a Silverlake Data Solution Page 67 Silverlake Data Solution Inc e 2 Enter the Job Number 3 Click ee 4 The new job number will appear as shown below ae List of Job Numbers If there are no more entries Click o umper S save Close N A e 11000 1987 a Silverlake Data Solution Page 68 Silverlake Data Solution Inc Ze Work Areas Users Roles Securable Objects Permissions of Roles Crafts Supervisors Customers Measurement Units Classes Categories Items Companies
54. avy Duty Construction Equipment E Unique non returnable E Safety Equipment E Non unique returnable F Small Handy Tools E Non unique non returnable ption Descri Step 2 Filter for the desired Barcode population For this sample the filter will be for a all Unique returnable Unique non returnable and Non unique returnable items under b Category Safety Equipment with a c Quantity ranging from 1 to 9999 Step 2a First filter Click each box for Unique returnable Unique non returnable and Non unique returnable Barcode types Print Item Barcodes __ ee Filters Quanity bet Indude these categories All categories i N A Unique returnable Heavy Duty Construction Equipment Unique non returnable SE Safety Equipment Non unique returnable 9999999 small Handy Tools Non unique non returnable Step 2b Second filter Click box for Safety Equipment each category of Barcodes Unique returnable Unique non returnable S Non unique returnable 9999999 Small Handy Tools Non unique non returnable a Silverlake Data Solution Page 20 Silverlake Data Solution Inc e Step 2c Third select the Quantity range from 1 to 9999 Unique returnable Heavy Duty Construction Equipment Unique non returnable Safety Equipment J Ill Nonunique returnable Small Handy Tools Non unique non eturnable Heavy Duty Construction Equipment Unique non returnable Non unique returnab
55. been saved and is reflected as shown below Bg List of Classes Description 0000000000 Unknown 3 Non unique returne 10017201 Bushing Tool 60 80 lb Test Breaker 1 Unique returnable EN 65 00 85 00 32659 Wheelbarrow heavy duty 3 Non unique returne e 80 00 25 00 When there are no further entries Click a Silverlake Data Solution Page 55 Silverlake Data Solution Inc Ze Categories Users Roles Securable Objects Permissions of Roles Crafts Supervisors Customers Measurement Units Classes Categories Items Companies Vendors Job Numbers Work Areas Bin Locations SES See lt gt Categories Category Description Safety Equipment Small Handy Tools Ventilation Equipment Rondon ae Categories help in sorting Items by specific groups This allows for searches to be facilitated To proceed 1 Click An additional space will be provided onto the above screen to accommodate the new entry as shown below a Silverlake Data Solution Page 56 Silverlake Data Solution Inc Aa ategory Description Heavy Duty Construction Equipment N A Safety Equipment Small Handy Tools Ventilation Equipment 2 Add a single line entry to describe the product grouping or category and Click Week j The following screen shows the entry Category Description Heavy Duty Construction Equipment N A Safety Equipment Small Handy Tools Ventilation Equipment Masonr
56. ction appears as shown below a Silverlake Data Solution Page 41 Silverlake Data Solution Inc Ze Object ID Window Security Roles Le Menu Le Window Check Out Only Le Window Undo Disposal Le Window Security Roles Window Advanced Sort Window Users Window Objects Window Permissions 5 Scroll down to the Object ID desired and Click The selection will become highlighted and move to the top as shown below Object ID Window Security Roles Menu Le Window Check Out Only A By Supervisor A Menu Qutstanding Items 6 Move the cursor to the Permission column and click the downward carrot l The drop down window will appear as shown below 7 Note that the permission is granted Enabled and revoked Disabled Blank means that for this role the Menu will not be visible to the User with this role assignment Select the Permission option desired and Click The option selected will become highlighted as shown below Update 8 With this last step completed move the cursor to the option and click The initial screen will be updated as shown below a Silverlake Data Solution Page 42 Silverlake Data Solution Inc e Object ID Window Security Roles Menu Window Check Out Only Menu Outstanding Items By Supervisor When done Click a Silverlake Data Solution Page 43 Crafts 1002 oo Use
57. d a Silverlake Data Solution Page 75 Silverlake Data Solution Inc Ze COMMON PROCESSES Check Out Check In Check Out Only Calibration Damaged Repair Dispose Undo Disposal Lost Found CUSTOMER SEARCH Available Check Out Y Check In Y Check Out Only Y Damaged Y Repaired Not applicable Disposal Not applicable Undo Disposal Not applicable Lost Y Found Y These are the operational programs that have the Customer Search feature a Silverlake Data Solution Page 76 Silverlake Data Solution Inc vi CUSTOMER SEARCH Check Out Check In Check Out Only Calibration Damaged Repair Dispose Undo Disposal Customer Code Item Code The Customer Search function works the same for all screens To proceed with a search 1 Click The following screen will appear E Barcode IN Customer Name Name Curtis ABC Craft Concrete Supervisor DJ ABC Company ABC Oil Refinery Address 555 Anywhere Drive Phone 858 848 7760 Email Notes exploration company Indicates required fields Delete 2 Move the cursor to the desired Customer Name and click The Customer Name will become highlighted as shown below a Silverlake Data Solution Page 77 Silverlake Data Solution Inc Aa Barcode TZ IS Name Johnny ABC Craft HVAC Supervisor DJ ABC Company ABC Oil Refinery Customer Name Address 555 Anywhere Drive Phone 858 848 7760 Email N
58. d Items a Silverlake Data Solution Page 115 Silverlake Data Solution Inc Ze lt gt Peak Usage with Custom Schedule Bill To masei EI exert Dot To Beet Inventory Rental is Between 03 19 2009 and 03 19 2009 28 day 30 day month Run _ 3 19 2009 Class Num Description Months Weeks Days Monthly Rate Weekly Rate DailyRate Peak Usage Billable Page lof 1 The concept of Peak Usage Billing is based on supply and demand Peak usage is reached when the rate at which Items are demanded is highest during a period of time To proceed Select a Company by moving the cursor to the land Click Select the Inventory Rentals date range by first moving the cursor to the left date range Start and then to the right date range End Move the cursor to the Start Date field and Click The following drop down window will appear S 3b hy Ki 3 2 7 9 14 2003 2004 2005 2006 16 E Cn rs WO NEESS 3 A4 28 Sep Oct Nov Dec 2007 2008 i 2009 2010 3 3 1 2 3 4 r mma C Today 3 19 2009 C Today 4 1 2009 C Today 4 1 2009 To go to a previous month Click 4 Keep clicking the carrot if more months are required This will define the Starting Date of the date range To go to a previous year click the month displayed as shown at the left The window changes Click the Year Select the year by clicking the year desired
59. dress 12 Entre any notes This may include a FAX number or the full address of the Customer Name or Company The final screen with all the fields filled in follows er CONDE S x Customer Name Barcode 563562 Name Jane Q Doe oy Craft SET UP LEVEL B JOURNEYMAN DIE Customer Name John Q Doe Supervisor Level 2 D Io Company Silverlake Data Solution DIE Address San Diego 92131 Phone 858 777 9887 Email paul_espinoza sds net Notes FAX 858 233 9002 Indicates required fields Refresh Add Delete save Close 13 After all entries are complete Click 14 To show the new Customer Name on the left side of the screen Click The screen that follows will show the new Customer Name Barcode 563562 Name Jane Q Doe Craft SET UP LEVEL B JOURNEYMAN TTT Customer Name Jane Q Doe John Q Doe Supervisor Level 2 Company Silverlake Data Solution Address San Diego 92131 Phone 858 777 9887 Email paul_espinoza sds net Notes FAX 858 233 9002 Indicates required fields 15 If there are no more Customer Names to be added move the cursor to the button and Click a Silverlake Data Solution Page 50 Measurement Units Users Roles Securable Objects Permissions of Roles Crafts Supervisors Customers Measurement Units Classes Categories Items Companies Vendors Job Numbers Work Areas Bi
60. ds 2 Select Customer Jane Q Doe by Clicking select The primary screen will transfer the selection to the Check In screen as shown below Customer Code Item Code Date Time 03 15 2009 03 53 PM Jane Q Doe FAX 858 233 9002 el Silverlake Data Solution S paul_espinoza sds net 858 777 9887 A999994 Unknown Check In Cancel Since the system already has a Check Out recorded for this Customer it will bring back ALL outstanding Items that have been checked out by this Customer Code Note that the Check In Quantity is not prefilled This is to provide for the possibility of Damaged Items being returned When a damaged Item is returned use the Damaged recording option as shown below Also when an Item is reported Lost the Check In screen is used to record the fictitious receipt The Lost program is then used to remove the Item from Inventory for billing 3 Enter the quantity of the item being returned and Click The screen will revert back to its original state a Silverlake Data Solution Page 84 Silverlake Data Solution Inc e Barcode Item Description Checkout Quantity Checkin Damaged Qty Damage Notes 4 If an Item is Damaged Click the Damaged Qty Column DAMAGED ENTRY A The change providing for the Damaged Item is now available Note that the Damaged Qty is prefilled Also the Damage Notes field can be changed as shown at the right R
61. e Data Solution Inc Ze 8 To Export Click ear 1 then define the destination directory When complete the program will return to its original blank state Invoice Outstanding Items Billing Default Rental Rates Setup Special Rental Rates Peak Usage Billing With y Oustanding Items Returned Items Returned Items and Outstanding Items All Iterns Consumable Usage Consumable Usage Billing with Filters Variable Cycle Billing Damaged Items lt gt Outstanding Items Billing oe C Ba simo a Method 1 Bill by Hours e Export Data To v Export Print Inventory Check Out Date Time is on or before 03 19 2009 16 05 E V Indude Replacement Cost Sum Billing of Outstanding Rental Items 3 19 2009 Item Description Checked Out Quantity __Billable Page lofi Some firms make it a practice to provide larger Customer Companies a regular statement depicting the total amount of billing that is outstanding at a particular time How to bill depends on what agreements the company and its individual customers have reached To generate this billing ii Selecting the Bill To customer is the same as Searching Click vl A drop down window will appear Select the customer and Click The following depicts the screen with a Customer selected a Silverlake Data Solution Page 118 Silverlake Data Solution Inc vi Method 1 Bil by Hours Export Data To Inventory Check Out Date Time is on or before 03 19 2009 1
62. e screen The sorting will be in the top down sequence in which the sort elements are moved The sample below shows 3 moves description to the left no sort class num to the right sort first monthly rate to the right sort second When done Click ox j g Specify Sort Columns A Click The drop down window displays the destination locations of the data being exported L Excel File 2 Text File Coma separated 3 Text File Tab separated 4 HTML Table 5 XML File A 1 Select a location a Silverlake Data Solution Page 111 Silverlake Data Solution Inc vi A 2 Excel File When Excel is selected Excel will ask the User where the exported file is to be saved as shown below The file will be saved with a xls suffix lt gt Select File e e Save in A ICICO e OO Co E Name n Date modified Type 1 Data 2 16 2009 10 59AM _ File Folder J Database 1 31 2009 3 34PM_ File Folder E test 2 21 2009 11 42 AM Microsoft Office E d File name Save as type Excel Files ALS Once the file is saved the program does not open the Excel file Excel has to be opened separately and worked A 3 Text File Comma separated When this Text file option is selected the same routine occurs as with Excel except that the file suffix is csv A 4 Text File Tab separated When this Text file type is selected the same routine occurs as with Excel and csv files except that the
63. eavy duty Ba Barcodes Input Please enter barcodes for the items Barcode Bushing Tool 60 80 Ib Test Breaker Bushing Tool 60 60 Ib Test Breaker TOULA T00L 200002 200002 e000 200002 LULU US eh0002 200002 200002 20002 200002 200001 CD D DO0OGOCe OOOO e lee Item Class 200002 EN Quantity 10 EA Each Leslie Barcodes Item Type 2 Unique non returnable DIS Serial Num Category gt amp Description Disposable Additional Information Vendor EN Cost Monthly Rate 0 Weekly Rate 0 Daily Rate 55 00 Hourly Rate 0 Indicates required fields Clone Selected Item Resulting screen after all barcodes have been entered Basic Information Item Class 200002 Quantity 10 EA E Barcodes Item Type 2 Unique non returnable Serial Num Category S Description Disposable The Serial Number is bypassed 15 To print a barcode Click The system will ask you to identify the printer from which you wish to print the barcode as shown below This will hold unless there is a dedicated printer to exclusively handle barcode printing Printer Setup FrimoP DF on Medi Microsoft XPS Document Writer on Net LexmarkFax on Hetz Lexmark 2500 Series on Net If there are no more entries Click Close a Silverlake Data Solution Page 63 Silverlake Data Solution Inc Ze
64. ems are discovered to be damaged When this occurs a need to record the damages is required To proceed 1 Search for the INTERNAL CUSTOMER in the Customer Search Procedure above A tagging mechanism by the User for Damaged Returned Goods is recommended If there is no tagging mechanism used on the damaged Item when returned or discovered then the User will have to refer to the Item History Report to determine which Customer Name returned the Damaged Item during Check In This tagging procedure is to be used for internal damaged goods as well 2 Select the INTERNAL CUSTOMER The screen depicting the selected Customer appears below a Silverlake Data Solution Page 93 Silverlake Data Solution Inc e 7777777 Notes Name INTERNAL CUSTOMER r USE IN REPORTING INTERNAL DAMAGE INTERNAL COMPANY f Email Job Work Area ls C Damaged Date Time 03 31 2009 12 16 PM Item Code Item Description Available Damaged Lol BE EA Each e Bushing Tool 60 80 Ib Test Breaker pushing Tool 60 80 b Test Breaker Bushing Tool 60 80 Ib Test Breaker Scaffolding Guards Unknown 4 Select the Item that was damaged by Clicking Select Customer KELLE Jet The INTERNAL CUSTOMER Compar INTERNAL COMPANY Them Description a Silverlake Data Solution Page 94 Silverlake Data Solution Inc e and the program will go
65. er Company Name Real People Inc Consumable Usage Detail By Area from 04 01 2008 to 03 22 2009 Report Date 03 22 2009 Work Area N A Item Code Item Description _Quantity Date 123456 Expense Item 1 03 10 2009 John Q Doe This report identifies by selected Company and Date Range the Consumables a Company has utilized over a period of time Consumable Usage Report Summary wono Boe zem Des O e a o gt coc Rerepen Si Company Name Real People Inc Consumable Usage Summary from 03 01 2009 to 03 22 2009 Report Date 03 22 2009 This report does the same as the Detail report without Date and name detail This report summarizes by Item Code for a single Company a Silverlake Data Solution Page 144 Silverlake Data Solution Inc Consumable Report with Filters Export Data To port C Em al Ee a Filters Indude these customers E Select All Indude these job numbers 1 Select All Indude these work areas E Select All Chase 7th Fir East Wing Chevron 8th Floor West N A Company Name Consumable Usage Detail By Area Page lofi This is a listing that shows limited information on Companies depending on the settings of the following Options e Customers H Job Numbers e Work Areas The screen below shows information based on all three options set at ALL ExportDataTe Eeer conte eee pe keller sO Filters Indude these customers Select All Indude these job numbers Select All
66. escription TLP2824 Direct Thermal Thermal Transfer Desktop Printer Serial and USB Interfaces 100 240V AC Power Supply 256K RAM 1MB Flash and RTC With one of the smallest footprints of any two inch desktop printer in the industry the LP and TLP 2824 fit into places other printers cannot without sacrificing speed print quality or media capacity This space conservation is great for the typically congested areas around cash registers desks and counter tops For easy integration with existing systems and a variety of applications the LP TLP 2824 printers also offer the widest range of interface choices including serial parallel USB internal or external Ethernet with the ZebraNet PrintServer Il option and an optional cash drawer kicker interface LP only Their sturdy dual wall high density plastic construction ensure they will survive punishment that would damage other printers in their class A full five inch media roll is easily loaded into the LP TLP 2824 printers thanks to the OpenACCESS design and media usage can be monitored through the clear top cover Weight per unit of measure 5 9 Ibs Barcode Printer Ribbon part 800132 202 Manufacturer ZEBRA TECHNOLOGIES Mfr Part 800132 202 Description Zebra 5095 Performance Resin Ribbon Case 2 24 Inches x 244 Feet 12 Rolls per Inner Case Call for Single Roll Availability A performance resin product with excellent print quality durability and chemical resistance on a wide range of subst
67. eturnable Mon unique returnable fe P 4 Mon unigue monte tur OL Ban mm i File Utilities Edit Run Billing Report Window Help Ei 2 amp S E y Logout Users Customers Categories Items Check Out Checkin ee Num 0000000000 10017201 Unknown Bushing Tool 60 80 lb Test Breaker 3 Non unique returne el 1 Unique returnable les op 3 Non unique return EN To add a Class move the cursor to the button an 1 d Click A line will be added to the above careen as shown below TE oe Class Num Type Max 999999 999999 Unknown Bushing Tool 60 80 lb Test Breaker 0000000000 10017201 3 Non unique return el 1 Unique returnable E 65 00 3 Non unique returna x 85 00 Tab b 2 Enter the Class Number then hit the E key to the next field 3 Enter the Class Number Description then hit the E 4 Select the Class Type by moving the cursor to the sl carrot selecting the appropriate Class type Tab then pressing the amp key pa 5 Enter the Monthly rate and then press amp i Tab the Weekly rate then press EST a Silverlake Data Solution Page 54 Silverlake Data Solution Inc Ze Tab H the Daily rate then oppress SW me H Tab Ta the Hourly rate then press the This will take you to the MIN field and the Max field Enter the appropriate amounts 6 When done Click udate By clicking the Update button the entry has
68. g Default Rental Rates Setup Special Rental Rates Peak Usage Billing With Custom Schedule OQustanding Items Returned Items Returned Items and utstanding Items All Items Consumable Usage Consumable Usage Billing with Filters Variable Cycle Billing Damaged Items lt gt Rental Billing Outstanding Items Excluded Unknown D Export Data To X Export 1 Bill by Hours e Inventory Rental is Between 03 21 2009 00 00 EN and 03 21 2009 23 59 E V Unique Returnable Unique Non Returnable V Non Unique Returnable Billing of All Rental Items Non Unique Non Returnable Silverlake Data Solution Inc Ze Lk Run _ This screen is designed to Invoice All Items based on Item Type The Item types are fixed within this system and are defined as Unique Returnable Non Unique Returnable Unique Non Returnable Non Unique Non Returnable 1 2 3 4 Select the bill to company Select the billing Method Select the Billing Rental Date Range Select the Item Type s Typically an Item with a serial number An rather common Item inventory does not need special markings An item that has limited applications but not reusable Expense Items towels lubricants special oils special fuels etc a Silverlake Data Solution Page 127 Silverlake Data Solution Inc Ze The following 4 displays will show the results in Days Methods from each Item type selection and the final 5 will
69. g Items By Supervisor Select All 80 lb Test Breaker A E Heavy Duty Construction Equipment EI E Safety Equipment V List of Outstanding Items Customer Item Code Category Class Description Quantity Checkout H iH This screen depicts the report that will identify all Outstanding Items by Supervisor The filters are e Categories e Supervisors e Classes The selections for the following report are ALL ALL and ALL export vata To Cpa Print Option Filters Tono Indude these categories V Select All Indude these supervisors V Select All EEN N A ES Level 1 Heavy Duty Construction Equipment _ Level 2 Safety Equipment Level 3 P Im dl Im List of Outstanding Items Category Description Quantity Checkout Masonry Manual Hand Equ 32659 Wheelbarrow heavy duty 3 3 18 2009 14 38 00 Small Handy Tools 10017201 Bushing Tool 60 80 lb Test Breaker 1 3 18 2009 14 27 00 Small Handy Tools 200001 Expense Item 1 3 10 2009 15 11 00 Safety Equipment 0000000000 Scaffolding Guards 1 3 16 2009 14 31 00 a Silverlake Data Solution Page 148 Silverlake Data Solution Inc e Outstanding Items By Craft export Data To 1 LE Print Option Filters Quantity bet Indude these categories 1 Select All Indude these crafts a N A Bushing Tool 60 80 Ib Test Breaker Heavy Duty Construction Equipment Disposable Safety Equipment Expense Item a
70. g depicts Selections ALL ALL and ALL RUN pyerttetaTe L t Cont L t Cf Filters Quantity between Indude these categories V AIl categories Indude these dasses All Classes N A E Bushing Tool 60 80 Ib Test Breaker a Unique returnable Heavy Duty Construction Equipment F Disposable 8 Unique non returnable Safety Equipment Expense Item 3 Non unique returnable Small Handy Tools Unknown Non unique non returnable vr vr List of Available Items The Report examples for Display and Excel formats follows a Silverlake Data Solution Page 140 Silverlake Data Solution Inc Display Option Export Data To n Filters Quantity between Indude these categories d Al categories Indude these dasses V All Classes N A Bushing Tool 60 80 Ib Test Breaker Unique returnable Heavy Duty Construction Equipment Disposable Unique non returnable Safety Equipment Expense Item Non unique returnable Small Handy Tools Unknown d Non unique non returnable Descripti Unknown SMALL AND SAFETY TOOLS SUPPLY CO Scaffolding Guards SMALL AND SAFETY TOOLS SUPPLY CO Bushing Tool 60 80 lb Test Breaker SMALL AND SAFETY TOOLS SUPPLY CO Unknown SMALL AND SAFETY TOOLS SUPPLY CO Wheelbarrow heavy duty SMALL AND SAFETY TOOLS SUPPLY CO Unknown Disposable Disposable Unknown 10 Safety Equipment Scaffolding Guards 1 SMALL AND SAFETY TOOLS SUPPLY CO Small Handy Tools Bushing Tool 60 80 Ib Test Breaker 1 SMALL AND SAFETY TOOL
71. ge 46 Customers Users Roles Securable Objects Permissions of Roles Crafts Supervisors Customers Measurement Units Classes Categories Items Companies Vendors Job Numbers Work Areas Bin Locations Silverlake Data Solution Inc vi Depending on the type of operation SB CIO Inventory Control is being used in CUSTOMERS represent parties that are renters of rental equipment machinists who are checking out tooling Tradesmen who are checking out tools for a construction work area or site Other industry areas can use this system as well File Utilities Edit Run Billing Report Window Help a amp o 2 Users Customers Categories Check Out Checkin EEE EEE Items Customer Name Barcode s Name Customer Name Craft Supervisor Company Address Phone Email Notes Add Delete Refresh a Silverlake Data Solution 000001 Print Barcode John Q Doe MILLING LEVEL 3 APPRENTICE Level 2 Real People Inc San Diego Ca 858 951 2389 us rpi com Temp Help Srvcs Vendor Indicates required fields Page 47 Silverlake Data Solution Inc vi Before entering a customer a brief overview of the fields available when creating a customer is advisable Customer Name Barcode Name Craft Supervisor Company Address Phone Email Notes This is the display that shows all current Customers This identifies the Customer The actual Name of the C
72. his can be visualized from the diagram below Gees TIER 5 piste ROW 2 a Silverlake Data Solution Page 71 Silverlake Data Solution Inc Ze Eai Users Roles Securable Objects Permissions of Roles Crafts Supervisors Customers Measurement Units Classes Categories Items Companies Vendors Job Numbers Work Areas Bin Locations Ss List of Bin Locations Update Close 1 Click SE The above screen will add a place to enter a free form bin location as shown below a Silverlake Data Solution Page 72 Silverlake Data Solution Inc Aa List of Bin Locations Bin Locations Pew Delete Update Close Enter the Bin Location name A space 4 space 3 as shown below This format is structured List of Bin Locations Bin Locations 3 4 Pew Delete Update Close Click EE Free form entries can also be entered as shown below a Silverlake Data Solution Page 73 Silverlake Data Solution Inc Ze Ze List of Bin Locations Bin Locations 43 t Rear Corner Mea Delete 5 When all the entries have been made Click close Some Bin Locations which may be advisable to include are DAMAGED REPAIR DISPOSE LOST FOUND CALIBRATION a Silverlake Data Solution Page 74 Silverlake Data Solution Inc Aa RUN Check Out Check In Check Out Only Calibration Damaged Repair Dispose Undo Disposal Lost Foun
73. ied Type 7 Program Files 2 11 2009 9 16PM File Folder Software 1 7 2009 6 49 DM File Folder a Toshiba 2 18 2008 6 56PM File Folder Ji Users 5 29 2008 3 37 PM File Folder Windows 5 29 2008 3 14PM File Folder piri DE Files C D I Note that there are ONLY data base files to be saved as shown above Select the file to be Backed Up Saved and Click the button a Silverlake Data Solution Page 29 Silverlake Data Solution Inc Aa Purge Data oi N Data will be purged and will not be recowerable unless you back them WE up first Do you wish to backup data before purging the data When selecting this option The Warning above will appear This is to advise you that the system will eer rrr rere rrr errr ry OK i not allow you to purge data without first having Backed Up selected files When the bss S Clicked the system will ask for a file s to be backed up Select File E Save in SQ004680V03 C 02 emm Mame Date modified Type Docs 2 18 2008 6 27PM File Folder A logs 7 6 2008 6 11 PM File Folder di Faul 5 30 2008 1 06 PM File Folder A Program Files 2 11 2009 9 16 PM File Folder A Software 1 7 2009 6 49 PM File Folder 4 rl le File name Save as type DB Files DB Select the file and save If no files were saved and the k ng provide an additional option is selected the system will Information warning message to ensure proper SAVE pr
74. ill indicate that the User is in Practice Mode using a sample data base as shown below Using the Practice Mode will not affect the live data base a Silverlake Data Solution Page 7 Silverlake Data Solution Inc vi Indicates in Practice Mode File Utilities Edit Run Help S a Go HE y om Logout Lsers Customers Categories ltem Check Out Checkin License Billing Report Window Printer Setup Sample Practice Mog Printer Setup Close Close All Logout Exit This is to allow the set up of the printer which SB CIO will use to print the output requested Printer Setup x Printer PrimoPDF on Neti Microsoft XPS Document Writer on Net There typically one or two LexmarkFax on Ne03 _ printers from which to select Lexmark 2500 Series on Neg When there are many the scroll bar can be used to search for the printer desired 1 Select the printer desired and Click ox JI You will then be taken back to the original screen as shown below a Silverlake Data Solution Page 8 Silverlake Data Solution Inc Ze mee Silverlake ICICO suen Sample Practice Mode File Utilities Edit Run Gilling Report Window Help S a amp E ab BW Logout Users Customers Categories ltems Check Out Checkin License Eesen Recommendations for printers Barcode Printer Zebra Printer ZEB 2824 11100 0031 Manufacturer ZEBRA TECHNOLOGIES Mfr Part 2824 11100 0031 D
75. isors are authorized to invoke Window Check Out Only function 1 To link a Role Id to an Object Id move the cursor to the icon and Click and the program will add a new row as seen in the next screen a Silverlake Data Solution Page 40 Silverlake Data Solution Inc Ze Va Object ID Superuser el el Window Security Roles EN a Enabled EN Level 1 EN el Menu EN a Enabled x Level 2 o Window Check Out Only EN a Enabled Advanced Sort New 1 Delete Update Chose Move the cursor to the Role ID column and Click sl to display and select from the options available NOTE The glasses perform the same functions shown below For this guide the carrot will be to the extent possible for training purposes Ge Permissions Role ID Superuser A Level 1 A Level 1 A a This drop down window displays the existing Role IDs already created If a selection does not exist the role must be pre identified with the Roles screen Move the cursor to the option selected and Click The option will become highlighted and then placed in the new position under the Role ID column as shown below kea Role ID Object ID Permission Superuser Window Security Roles el Enabled Level 1 Le E Menu Lee Enabled Level 1 Le E Window Check Out Only Lee Enabled GIS EI Move the cursor to the Object ID column and Click on the downward carrot sl The drop down window for sele
76. k 3 To change the time only move the cursor over the first hour zero and key in the time as shown below Bushing Tool 60 80 Ib Test Breaker Bushing Tool 60 80 Ib Test Breaker 4 Now enter the additional information regarding the Calibration The name of the technician and what was performed a Silverlake Data Solution Page 91 Silverlake Data Solution Inc e Item Description Bushing Tool 60 80 Ib Test Breaker Bushing Tool 60 80 Ib Test Breaker Disposable Disposable Disposable Disposable Disposable Disposable Disposable Disposable Disposable Disposable Unknown Unknown If a Calibration schedule was not created at the time the Item was added to the system the Calibration can be added in this screen Select another item to maintain as shown below 5 Click Create calibration schedule 1 The following drop down window will appear 6 Add the Calibration Interval in days and the day and time of the next calibration After entry Click Loc The program will go back to the Calibration section 7 When all activity is complete Click and then a Silverlake Data Solution Page 92 Silverlake Data Solution Inc vi Damaged Check Out Check In Check Out Only Calibration Damaged Repair Dispose Undo Disposal Damaged Date Time 03 12 2009 11 21 AM Record Damaged Items Cancel There are times when Users of material and equipment run into problems and It
77. ke Data Solution Inc Ze Close All Sample Practice Mode Printer Setup Close Close All Logout If you have more than one program screen open at one time as shown below Items in the background and Customers in the foreground you can select the Close All option and close both program screens at once Items oS e ss Search By a R SSestription Barcode Class Code Basic Information Item Class 0000000000 ze Search Quantity 11 EA Each i Item Description Barcode Class Barcodes _ item001 l E E 3 Non unique returnable Search Barcode cust001 Print Barcode N A e Name Paul Customer Name 7 Unknown Craft N A z Supervisor N A EI rmation Company Unknown D Address 00 Phone Email Notes red fields Indicates required fields ed Item Save Close Refresh Add Delete Save Close CAUTION When using Close and Close All make sure that you SA VE your work before closing any program session a Silverlake Data Solution Page 11 Silverlake Data Solution Inc Aa Log Out File Utilities Edit Run Billing Re Sample Practice Mode Printer Setup Close Close All Logout When you select the Log Out option you are taken back to the Sign in Screen as shown below Exit File Utilities Edit Run Billing Re Sample Practice Mode Printer Setup Close Close All
78. l screen will appear again with the selection appearing at the top of the screen as shown below Please select a company Advanced Flow Strategies Inc Class Num Description Monthly Rate Weekly Rate Daily Rate Hourly Rate Special Rates TS ES ES Note that the fields that had the previous Company s rates were not blanked out This provision was included so if special rates are the same for other companies they may apply to this Company as well and will reduce maintenance time This is true when the maintenance is extensive 3 To change a rate move the cursor to the field to be changed and Click The field will be highlighted and the new value can be entered as shown below Class Num Description Monthly Rate Weekly Rate Daily Rate Hourly Rate Special Rates WE BN NN BN E pecial Rates a Silverlake Data Solution Page 114 Silverlake Data Solution Inc e Class Num Description Monthly Rate Weekly Rate Daily Rate Hourly Rate Special Rates I I ES Seem WEG 85 00 20 00 4 50 4 When all the entries are made Click update If all the entries are complete Click Close Advanced Sort behaves and operates in the same manner as shown in the View Default Rates screen Peak Usage Billing With Custom Schedule Default Rental Rates Peak Usage Billing With Custom Schedule Oustanding Iterns Returned Items All Items Consumable Usage Billing with Filters Variable Cycle Billing Damage
79. le Non unique non returnable er All categories NJA Unique returnable Heavy Duty Construction Equipment Unique non returnable Safety Equipment Non unique returnable Small Handy Tools Non unique non returnable a Silverlake Data Solution Page 21 Silverlake Data Solution Inc vi Step 4 Once the selected Item Barcodes have been there are additional actions which can be performed to further reduce the range of item barcodes to be printed Set Oty to 1 Print Barcodes If there is large population of items on the list the list can be narrowed down by sorting Step 4a Sorting is done by Clicking When the Sort has been selected the following screen will appear Sort is Alpha Numeric z pecify Sort Columns 1 Drag and Drop items 2 Double click column to edit expression Columns Drag the Source Data Aal The instructions on how to sort are shown on the upper left side of the screen 4a 2 Using the sample above the sort will be by an Ascending Barcode sequence as shown below If the desired Sort is to be in descending sequence Click to un check the option like so ET Specify Sort Columns 1 Drag and Drop items 2 Double click column to edit expression Source Data Columns 4a 3 Click Lei perform the Sort The results are shown below a Silverlake Data Solution Page 22 Silverlake Data Solution Inc vi rege oe em E hom Seege Filters Quantity between Indude
80. m 3 1 2009 to 3 27 2009 Item Barcode Item Quantity Timestamp Notes 987654 Bushing Tool 60 80 lb Test Breaker 1 3 27 2009 10 57 00 Broken operating handle to repair a Silverlake Data Solution Page 152 Silverlake Data Solution Inc vi Customer History apes ER ory Pane Export Data To export Print Sort Between E 27 2009 and 3 27 2009 Run Customer History Report This report is by individual CUSTOMER NAME The filters are 2 The first appears on the report screen the Date range 3 01 2009 to 3 27 2009 The second the Customer Name filter appears after the is Clicked as shown below Customers Barcode 1563562 Print Barcode avo ENS Craft SET UP LEVEL B JOURNEYMAN E Supervisor Level 2 D E Company Silverlake Data Solution DIE Address San Diego 92131 Phone 858 777 9887 Email paul_espinoza sds net Notes FAX 858 233 9002 Indicates required fields From this filter select the Customer Name to report History and Click Select After clicking the Select button the following report will appear a Silverlake Data Solution Page 153 Silverlake Data Solution Inc e ExportDataTo Export print Sort Between 3 1 2009 and 3 27 2009 Customer History Report From 3 1 2009 to 3 27 2009 Quantity Timestamp User Name Unknown 1 3 15 2009 15 33 00 admin Unknown 1 3 15 2009 15 53 00 admin Disposable 1 3 16
81. n ype Weekly Rate Daily Rate _ Hourly Rate 0000000000 Unknown 3 Non unique returna e 10017201 Bushing Tool 60 80 Ib Test Breaker 1 Unique returnable 65 00 20 00 32659 Wheelbarrow heavy duty 3 Non unique returne e 80 00 5 00 Expense Item 4 Non unique non ret e 0 25 00 Disposable 2 Unique non returne e 0 55 00 3 Non unique returne Billing Rates are based on Classifications of Items They range from minutes to Months For our example the classes affected in the calculations are 200001 32659 and 10017201 Determining the Item Class of an Item Open Items screen and Item class will be on the top right a Silverlake Data Solution Page 120 Silverlake Data Solution Inc e 123456 987654 rem Type Ae Nonsiiqunen etmabl gt Vendor SMALL AND SAFETY TOOLS Sit venir cot a Se Monthly Rates Be Monthly Rate Weekly Rate BO Weekly Rate Daily Rate B500 Daily Rate Hourly Rate 0 Hourly Rate Indicates required fields Indicates required fields a Silverlake Data Solution Page 121 Silverlake Data Solution Inc vi CALCULATION EXAMPLE Rates per Item Class Month Week Daily Hour Minute MAX 123456 200001 COC 25 00 0 O 999999 987654 10017201 65 00 85 00 20 00 4 50 0 999999 123A456B78C9 32659 80 00 25 00 5 00 2 50 0 999999 Days Hrs Minutes 3 10 1 116 31 46 ltem_123456 checked out 3 10 2009 at 15 11pm 11 2 2 17 32 47 12 3 3 18 33 48 Check Out Time 3 1
82. n Locations Ge List of Measurement Units E E GE Description i Each E GL Gallon LB Pound oz Ounce Silverlake Data Solution Inc Ze Measurement Units are the units of measure that will be used for each item adds to the Items screen Each Item requires a unit of measure To proceed Click new Anew line will be entered to the above screen as shown below 1 a Silverlake Data Solution Page 51 Silverlake Data Solution Inc vi west e 1 Se 1 Jee 1 Se 2 The updated screen is to the right with the new Unit of Measurement If there are no more to be added Click Ges Each Gallon Pound Ounce Inch 3 The updated screen is to the right with the new Unit of Measurement If there are no more to be added Click gose a Silverlake Data Solution Page 52 Silverlake Data Solution Inc vi Classes Users Roles Securable Objects Permissions of Roles Crafts Supervisors Customers Measurement Units Classes Categories Items Companies Vendors Job Numbers Work Areas Bin Locations Description Type Monthly Rate Weekly Rate Daily Rate Hourly Rate 3 Non unique returne e Classes define Inventory in 4 unique ways These are specified in the Type column These are shown below a Silverlake Data Solution Page 53 Silverlake Data Solution Inc Ze H Ieper rt 3 Mon unique returne ze 1 Unique returnable 2 Unique non r
83. ocedures are followed Information Cannot proceed to purging of data In order to purge data the existing data file must be backed up first a Silverlake Data Solution Page 30 Silverlake Data Solution Inc Ze lt gt Purge Data Options Purge History L Purge Inventory E Purge Customers C Purge Classes L Purge Categories Purge Supervisors Purge Access History Unless the appropriate files have been selected for SAVE the User will not see this table where Purge can occur Since the purging of files is a serious action that can affect the operational and financial health of a small business these extra precautions are provided Configure Display Text Header Information E Gs Preference Display Text er Description Original Text Override Using LA a Descri ptio n Check out inventory Toobar Text Sen SS OOOO e Original Text Check out inventory Menu Text Check Out Check Out Check out inventory Screen Title Check Out Check Out Override Using Check in inventory Toolbar Text Checkin Checkin Check in inventory Menu Text Check In Check In Check in inventory Screen Title Check In Check In Check Out Only Toolbar Text c 0 0 c 0 0 Check Out Only Menu Text Check Out Only Check Out Only Check out only C 0 0 Screen Title Check Out Only Check Out Only 5 d 3 i This screen provides the means to change the display to your preference Click and the screen below will appear
84. olution Inc e op ee re Sep Phones Job EE Work Area See Checkout Date Time 03 15 2009 03 46PM Due Date Time 00 00 0000 00 00 AM Item Code Item Description Available Checkout a Silverlake Data Solution Page 82 Silverlake Data Solution Inc Check In Check Out Check In Check Out Only Calibration Damaged Repair Dispose Undo Disposal Lost Found Customer Code Item Code A Date Time 03 10 2009 03 41 PM Item Description Quantity Checkin Damaged Qty Check In Cancel Checking In an Item suggests that the same person that checked something out may not be the same person checking the same Item in Also what is returned may have different dispositions e g Damaged Lost For this exercise we will use the Item checked out above from the previous lesson 1 Search for the Customer Jane Q Doe Confirm that the Sort method is set to Customer Code see above Click The following drop down window will appear a Silverlake Data Solution Page 83 Silverlake Data Solution Inc vi Customers Barcode 563562 Name Jane Q Doe Craft SET UP LEVEL B JOURNEYMAN DI Supervisor Level 2 D E Company Silverlake Data Solution DIE Address San Diego 92131 Phone 858 777 9887 Email paul_espinoza sds net Notes FAX 858 233 9002 Indicates required fiel
85. otes Exploration company Indicates required fields Delete Select 3 Next Click The selection made will be taken to the opening screen of the program in operation a Silverlake Data Solution Page 78 Check Out Check Out Check In Check Out Only Calibration Damaged Repair Dispose Undo Disposal Lost Check Ou ES Ces Company Email _Print Customer Barcode Silverlake Data Solution Inc e Job Le Je Work Area wae Checkout Date Time 03 10 2009 03 03 PM Due Date Time 00 00 0000 00 00 AM Item Code Item Description This screen provides for the Check Out renting out Issuing Out of an Item to a Customer 1 If the Customer Name is not known see the CUSTOMER SEARCH PROCESS above IF the Customer is not found EXIT this menu and enter a new Customer in the Customer screen When done come back to step 1 The selection is Jane Q Doe as shown below a Silverlake Data Solution Page 79 Silverlake Data Solution Inc e Name Jane Q Doe supervisor Level 2 FAX 858 233 900 Company Silverlake Dia Solution Email paul_espinoza esepe 858 777 9887 Print Customer Barcode N O T E Job 03 15 2009 03 23PM Due Date Time 00 00 0000 00 00 AM Customer 563562 g Craft SET UP LEVEL B JOURNEYMAN Item Code Item Description Available Checkout Aft er se e cti n g d Le Customer Jane Q Doe note that the
86. ption is not available then that entry must be made at the point of entry for the table that houses that information To proceed a Silverlake Data Solution Page 58 Silverlake Data Solution Inc Ze 1 Click add The left hand side of the panel will remain the same but the fields on the right side will be blank as shown below Basic Information Item Class Quantity EA Each ij Barcodes Item Type 3 Non unique returnable e Serial Num Category SG D A Description Additional Information Vendor D Cost 00 Monthly Rate Weekly Rate Daily Rate Hourly Rate Indicates required fields Print Barcode Clone Selected Item Save Basic Information Ttem Class 327659 Le Quantity EA Each Le el Barcodes Item Type 3 No DIE Serial Num Category E Description Wheelbarrow heawyNduty Additional Information NI Monthly Rate 80 00 Weekly Rate 25 00 Daily Rate 5 00 Hourly Rate 2 50 Indicates required fields Print Barcode _ Clone Selected Item Close Select the Category This was the last category entered above 2 When selecting the Item Class the fields Item Type Description and the Monthly Weekly Daily and Hourly rates will also be populated For the Class entered above 32659 Non unique returnable Wheelbarrow heavy duty this will be selected here and the result will be displayed below Note that the
87. pton OOOO ence N A D Unknown Subcategory E WEE 3 7 Customer Name Damaged Quantity Repaired 3 Change the Quantity to the repaired quantity and Click will return to its initial state The program a Silverlake Data Solution Page 97 Silverlake Data Solution Inc e Customer Code Item Code Date Time 03 28 2009 11 12 AM Customer tem Description Damaged Work Area Quantity Repaired a Silverlake Data Solution Page 98 Silverlake Data Solution Inc e Dispose Check Out Check In Check Out Only Calibration Damaged Repair Dispose Undo Disposal Lost Found aw 4 uma kea EE accor je ET system Default Dummy i Ezg Job l IC Work Area IT Disposal Date Time 07 24 2009 01 24 PM Item Code Item Description Available Dispose fo 1 Click the under the Item Code column and the following screen will appear a Silverlake Data Solution Page 99 Silverlake Data Solution Inc e Sue Se EE Search By Basic Infi tion O Description F Barcode a Class Code mat gg Item Class 10017201 7 EI Quantity a OTY EA Each Barcodes 987654 Item Description Class od EC Bushing Tool 60 80 Ib Test Breaker 19876
88. r 000001 John Q Doe 123A456B78C9 Masonry Manual Hand Equ 32659 Wheelbarrow heavy duty 3 18 2009 14 38 00 987654 Small Handy Tools 10017201 Bushing Tool 60 80 lb Test Breaker 3 18 2009 14 27 00 123456 Small Handy Tools 200001 Expense Item 1 3 10 2009 15 11 00 a Silverlake Data Solution Page 146 Silverlake Data Solution Inc e Outstanding Items By Customer ja E Bushing Tool 60 80 Ib Test Breaker Heavy Duty Construction Equipment E Disposable Safety Equipment E Expense Item DD m This Listing provides Items that have not been Checked Out but not as yet returned This report does not have a date option since it is reporting on ALL outstanding Items The filters for this report include the following e Categories e Customers e Classes The listing below displays the report based on selections ALL ALL and ALL Indude these customers Select All d N A ja V Bushing Tool 60 80 Ib Test Breaker Heavy Duty Construction Equipment V Disposable Safety Equipment V Expense Item m lt m List of Outstanding Items Masonry Manual Hand Equ 32659 Wheelbarrow heavy duty 3 18 2009 14 38 00 Small Handy Tools 10017201 Bushing Tool 60 80 lb Test Breaker 3 18 2009 14 27 00 Small Handy Tools 200001 Expense Item 3 10 2009 15 11 00 a Silverlake Data Solution Page 147 Silverlake Data Solution Inc e Outstandin
89. r Level 2 Company Silverlake Data Solution Address San Diego 92131 Phone 858 777 9887 Email paul_espinoza sds net Notes FAX 858 233 9002 Indicates required fields Delete 2 Find the Customer Name and Click select The program will return to the previous screen with the selection made Rete 503562 Jane Q Doe FAX 858 233 9002 Silverlake Data Solution Email paul_espinoza sds net 258 777 9887 Item Code Item Description Available Lost Lit sed a es 3 Click to search The following screen will appear ENTER THE ITEM NUMBER DIRECTLY FROM THE CHECK IN SCREEN 4 Find and Select the item that is lost and Click The program will go back to the previous screen along with the selection details as seen on the following screen a Silverlake Data Solution Page 105 Silverlake Data Solution Inc e Tsch See XYZ Equipment Rental Corp CG Job C Work Area Ir TT Lost Date Time 03 13 2009 09 52 AM Item Code Item Description Available AIR BLOWER FAN 20 AIR 5 Record the quantity lost in the Lost column 6 Click Record Lost tems When this option is clicked the screen above is cleared and ready for a new entry as shown below Ce RW Job C Work Area TT Lost Date Time 03 13 2009 10 09 AM Item Code Item Description Avail
90. r returnable Non unique non returnable Automatic Data Backup ToPath c Every 24 Hour s Test Backup NOW 1 Report Sub Headers Line 1 Line 2 Yes print Receipt for Inventory Checkout No do not print Receipt for Inventory Checkout ox Cancer The preferences established herein are system wide settings They affect job numbers work areas billing cycles backups reports and whether receipts will be printed at the time of an Inventory Checkout Variable Cycle Billing Partial Cycle Calculation A number from 0 thru 999 The options are Prorate Round Down Round Up Automatic Data Backup Report Sub Headers Frequency can range from 1 to 999 hours These are user defined and will affect reports a Silverlake Data Solution Page 34 Silverlake Data Solution Inc vi Edit Users Roles Securable Objects Permissions of Roles Crafts Supervisors Customers Measurement Units Classes Categories Items Companies Vendors Job Numbers Work Areas Bin Locations a Silverlake Data Solution Page 35 Silverlake Data Solution Inc Aa Users Securable Objects Permissions of Roles Crafts Supervisors Customers Measurement Units Classes Categories Items Companies Vendors Job Numbers Work Areas Bin Locations This session has a prerequisite Roles Additionally this description will not be made available in this guide It is reserved for the System Administ
91. rates from coated papers to gloss synthetics The 5095 ribbon requires lower burn temperatures than other ribbons in its class This ribbon is an excellent choice for high density codes and high resolution graphics The 5095 can print Z Ultimate products at speeds up to 8 inches per second UL Recognized and CSA Component Acceptable for normal use when used with Zebra s Z Ultimate 3000 White Z Ultimate 3000 Silver and Z Xtreme products Weight per unit of measure 1 35 Ibs Barcode Label part 17157 Manufacturer ZEBRA TECHNOLOGIES Mfr Part 17157 Description Z Ultimate 3000T White Synthetic Labels 2 00 Inch x 1 00 Inch 2530 Labels Roll 12 Rolls Case a Silverlake Data Solution Page 9 Silverlake Data Solution Inc e Weight per unit of measure 17 9 Ibs Sample Practice Mode Printer Setup Close Close All Logout Exit When this option is selected it performs the same function as the button does in any program session Click to perform the Indicates required fields same fu nction described above You are then taken back to the original screen as shown below Silverlake ICICO naan Sample Practice Mode File Utilities Edit Run Biling Report Window Help a amp of E oh oy on Logout Users Customers Cakegories lkems Check Out Checkin License a Silverlake Data Solution Page 10 Silverla
92. rator a Silverlake Data Solution Page 36 Silverlake Data Solution Inc e Roles Ssecurable Obits Permissions of Roles Crafts Supervisors Customers Measurement Units Classes Categories Items Companies Vendors Job Numbers Work Areas Bin Locations This session is used to define the roles of the personnel that are to have access in SB CIO 1 To add a new role Click New The above screen will change to the one below to provide entry of a new role a Silverlake Data Solution Page 37 Silverlake Data Solution Inc x 2 Two entries will be made Level 1 for Supervisors and Level 2 for Craftsmen Enter Supervisor Tab to the next field and enter Level 1 then Click Update Repeat and add Level 2 The screen below reflects the Level 2 addition When done Click ge 3 New role can be added one after the other When all have been entered Click Update When done Click Gs a Silverlake Data Solution Page 38 Silverlake Data Solution Inc e Securable Objects ES Users Roles Securable Objects Permissions of Roles Crafts Supervisors Customers Measurement Units Classes Categories Items Companies Vendors Job Numbers Work Areas Bin Locations Object Name Object Type PSN nn on zm w_cico_dw_sort Window D Advanced Sort w_cico_users Window Users w_cico_security_object
93. rned Oi CN 123 Invoice Returned Items and Outstanding eme 125 CIVICS AU ISIS EE 127 Zeie Ren Elei a TEE 128 Invoice Consumable Usage with Filteren 131 Vaal Cycle CU ssicccorsicxieins cegassneaanteadaamoeteadisaansieysaebeaawbndesngeaedhacdaaundaanmatesabceddnnsdossneseoiauneantadsbacees 132 Invoice for Damaged Rn E 133 REPORT eege 135 BG geg CU OME E 136 RG geng WCNC ONS oaeee a A N cements cosnawiecivesundeos sateen couse E EAA EN AA 136 BG denge E 137 List of Classes below Min Qty 138 ege 139 LIST Ol ROWING a E E E ontanehe bean eceuenaveeunecuaundeamsamegeseatevsseunteeteemacsssnocceasncmonearseeonus 140 DY SiG ell ergeet ug Ce EE 142 Consumable Usage Report Detail 144 a Silverlake Data Solution Page 4 Silverlake Data Solution Inc vi Consumable Usage Report SUMIMAPY scscsesessssrectcssscsescscuesencusurencesesosesenousrencusrsencesssvssseneusrens 144 Consumable Report IC UNCC EC 145 O tstandine tems BY COMMA Y eebe 146 Outstanding Items By Customer sesesssensssesrserssressrersrrrssreesrrersrerssrresrrrsrersserroseeeseeessreesrerseereseeeesree 147 Outstanding Items BY SUDCTVISOM eege deen 148 Outstanding tems By e EE 149 O tstanding Items By Work Area ME 150 Outstanding Items By JOD NUMDET sicisseivacsecostsncnmsstvcnecsanad dvennsectnnedecbacensdbsasissesbaandeeaeedouaeinesanneoseteceeeds 151 Bin 152 CUSTOIMEDl el Ce e rn EE 153 PS AV TE ee 155 ROCCE e e E 157 PRCT REDOT
94. rs Roles Securable Objects Permissions of Roles Crafts Supervisors Customers Measurement Units Classes Categories Items Companies Vendors Job Numbers Work Areas Bin Locations Craft Code Description CRAFTS MACHINIST C S MILLING LEVEL A MASTER MILLING LEVEL 2 JOURNEYMAN S MILLING LEVEL 3 APPRENTICE SETUP LEVELAMASTER i asti CSOt CCS SET UP LEVEL B JOURNEYMAN gt gt CNC LEVEL A MASTER S O C d CNC LEVEL B JOURNEYMAN gt gt lt lt C CS CNC LEVEL C APPRENTICE Silverlake Data Solution Inc e a Silverlake Data Solution Page 44 Silverlake Data Solution Inc e Crafts identify what work is to be done It assists in identifying which craft or trade uses what type of equipment or what type of machinist uses what type of tooling To add a Craft Code and Description proceed with the following 1 Move the cursor to the and Click A new line will appear as shown below CRAFTS 1000 MACHINIST 1001 MILLING LEVEL A MASTER 1002 MILLING LEVEL 2 JOURNEYMAN 1003 MILLING LEVEL 3 APPRENTICE 1010 SET UP LEVEL A MASTER a A 1011 SET UP LEVEL B JOURNEYMAN 1020 CNC LEVEL A MASTER 1021 CNC LEVEL B JOURNEYMAN 1022 CNC LEVEL C APPRENTICE 1023 Carpenter Apprentice 1024 Carpenter Journeyman 1025 Carpenter Master 9999 INTERNAL MANAGEMENT
95. rtDataTo Let Bent Set Between 37 ZE and TS Item History Report From 3 1 2009 to 3 27 2009 Activity Type Customer Item Vendor Quantity Timestamp Check Out John Q Doe Bushing Tool 60 80 lb Test Breaker SMALL AND SAFETY TOOLS SUPPLY CO 1 3 18 2009 14 27 00 Record Damages John Q Doe Bushing Tool 60 80 lb Test Breaker SMALL AND SAFETY TOOLS SUPPLY CO 1 3 27 2009 10 57 00 a Silverlake Data Solution Page 156 Silverlake Data Solution Inc e Receipt Report BoortData To let pat Set Between ES and 372770009 Rum Receipt Report 3 27 2009 This report lists all receipts The only parameters are the Date Range and then Click Run Gett dl Let Set sorta Between T ES and TE Receipt Report 3 27 2009 Timestamp 1 3 15 2009 14 31 11 a Silverlake Data Solution Page 157 Silverlake Data Solution Inc Activity Report Gett s t Set Sort Between E708 and Tan Se This report lists all Activity Activity is defined by the transaction code used to record an activity The parameters are the Date Range 1 01 2009 to 3 27 2009 then Click Bun 1 fportDateTo v CEt Bint Sort Between 17 1 2009 and 3 27 2008 Activity Type Add Items Check Out Check In Add Items Add Items Add Items Add Items Add Items Check Out John Q Doe Lost John Q Doe Check Out John Q Doe Check In John Q Doe Add Items Check Out Jane Q Doe Check In Jane Q Doe Check Out Jane
96. s Window D Objects w_cico_security permissions Window E Permissions w_cico_items Window z Items w_cico_customers Ss Window zl Customers w_cico_rpt_activity_history Window D lActivity Report w_cico_categories i Window D Categories m_cico_frame Menu Ka Menu Fie Menu z Printer Setup m_separator_printersetup Menu zl m_close Menu D Close m_closeall Menu Close All Create edit and share diagrams by using Microsoft i Office Visio This is the task of the system administrator No detail will be provided This will remain secure information a Silverlake Data Solution Page 39 Permissions of Roles Users Roles Securable Objects Permissions of Roles Crafts Supervisors Customers Measurement Units Classes Categories Items Companies Vendors Job Numbers Work Areas Bin Locations Object ID Permission Se NE UE Window Security Roles Le ll Enabled Level 1 el E Menu Il Enabled Level 2 a Window Check Out Only aA Enabled Silverlake Data Solution Inc Ze This screen is used to determine the responsibility s of a User assigned a role and establish security for the use of eligible menus As can be seen in the above example the SuperUser is permitted to use the Window Security Roles function Object Id Level 1 Supervisors are entitled to the Menu and Level 2 Superv
97. s shown below a Silverlake Data Solution Page 102 3 Silverlake Data Solution Inc e Customer Code Item Code Customer 5S system Default Dummy sis eS Se llr Item Barcode Item Description 12349 Disposa ble 7 24 2009 13 11 00 N A N A 1 0 967654 Bushing Tool 60 80 Ib Test Breaker 7 24 2009 133200 N A wen a As shown above the quantity to be reversed has been entered Now Click Undo Disposal The following screen displays the result of the transaction fal oe 608 X Customer Code Item Code IT Date Time 07 24 2009 02 02 PM me ess EE SS d o This ends the reversal of a Disposal transaction a Silverlake Data Solution Page 103 Silverlake Data Solution Inc e Lost Check Out Check In Check Out Only Calibration Damaged Repair Dispose Undo Disposal f Nome qmail Lost Date Time 03 13 2009 09 46 AM Item Code Item Description Available When a Customer Company reports that it has LOST an item that was checked out the action to take is to record the loss of the item To proceed L Move the cursor to the Customer field and Click The following screen will appear a Silverlake Data Solution Page 104 Silverlake Data Solution Inc e Barcode 563562 Name Jane Q Doe Craft SET UP LEVEL B JOURNEYMAN Superviso
98. s within the site were the consumables utilized To proceed a Silverlake Data Solution Page 131 Silverlake Data Solution Inc Ze 1 Select the filters or select individual Customers Job Numbers and Work areas 1A Customers If All click the the box 1B Job Numbers if ALL click the box 1C Work Areas if All click the box 2 Click the RUN button The report format is the same as the Consumable Usage Report Without filters above 3 When done Click ES Variable Cycle Billing Default Rental Rates Setup Special Rental Rates Peak Usage Billing With Custom Schedule OQustanding Items Returned Items Returned Items and Outstanding Items All Items Consumable Usage Consumable Usage Billing yth Filters Variable Cycle Billing Damaged Items a Silverlake Data Solution Page 132 Silverlake Data Solution Inc Aa 3 21 2009 Customer Address Customer Email Curtis ABC 555 Anywhere Drive Curtis S David ABC 555 Anywhere Drive David G Ford ABC 555 Anywhere Drive Ford M Joe ABC 555 Anywhere Drive Joe H Johnny ABC 555 Anywhere Drive Johnny O Test 2 PatL When executing this screen the clicking of the report immediately invokes the processing of the report as there are no parameters This List of Customers can be printed or exported Invoice for Damaged Items Billing Default Rental Rates Setup Special Rental Rates Peak Usage Billing With Custom Schedule OQustanding I
99. show all Item types together between the Date Range invoice Consumable Usage Default Rental Rates Setup Special Rental Rates Peak Usage Billing With Custom Schedule OQustanding Items Returned Items Returned Items and Outstanding Items All Items Consumable Usage Consumable Usage Bull Variable Cycle Billing Damaged Items lt gt Consumable Usage Billing Conractor Unknown Leb From 3721 2009 Jy To 3 21 2009 El Lem Il Sum The retailer needs to be able to provide a company a historical record of consumable inventory used This screen provides a graphic representation of past consumable usage for a defined period of time for a particular contractor Considering that the time range can be greater than 25 months the User can provide a customer an accurate picture of where the consumables were utilized To proceed 1 Select the Company Select the date range by using the l for both the From and the To dates a Silverlake Data Solution Page 128 3 Silverlake Data Solution Inc e Click The following screen will appear Note that the report will have to be scrolled down if it is not printed This example will be shown below to demonstrate what the report would look like Consumable Item Usage 1 Unit East N A South Work Area Company Name XYZ Equipment Rental Corp Consumable Usage Detail By Area from 01 01 2007 to 03 21 2009 Work Area 1 alky Report Date
100. tems Returned Items Returned Items and Outstanding Items All Items Consumable Usage Consumable Usage Billing with Filters Variable Cycle Billing Damaged Items a Silverlake Data Solution Page 133 Silverlake Data Solution Inc e Export Data To Between 7 24 2009 and 7 24 2009 Run 1 Select the Bill To Customer 2 Select the date range 3 Click Run a Silverlake Data Solution Page 134 Silverlake Data Solution Inc Aa REPORT List of Customers List of Vendors List of Classes List of Classes below Min Qty List of Categories List of Iterns Physical Count Summary Consumable Usage Report Detail Consumable Usage Report Summary Consumable Usage Report with Filters Outstanding Items By Company Outstanding Items By Customer Outstanding Items By Supervisor Outstanding Items By Craft Outstanding Items By Work Area Outstanding Iterns By Job Number Damages Customer History Item History Receipt Report Activity History Items to be Calibrated Calibration History System Access History a Silverlake Data Solution Page 135 Silverlake Data Solution Inc vi List of Customers 3 21 2009 Customer Address Customer Phone Customer Email San Diego 92131 858 777 9887 paul_espinoza sds net San Diego Ca 858 951 2389 us rpi com This is a list only It is a direct representation of the records that are in the Customer Table When the
101. these categories SEI categories Indude these types All type 1 CT N A UI Unique returnable lal Heavy Duty Construction Equipment E WM Unique non returnable and IW Safety Equipment V Non unique returnable 9999 E Small Handy Tools E Nen unigue non returnable Barcode Category Description Print Barcode 3 Quantity A999994 Safety Equipment Unknown EI 1 654321 Safety Equipment Unknown FJ 1 2345657 Safety Equipment Scaffolding Guards PA 1 The Sort was accomplished according to the criteria selected Descending Step 4b The next step is to determine is if the Items shown can be have actions on a mass basis There are two options to perform such actions and Set ntet The Select None option will de select all items as shown below Compare to Step 4a 3 above Note that when the Select None has been performed an option to reverse the action taken b Select All becomes available Print Item Barcodes a Filters riy beiee Indude these categories All categories Indude these types All type i N A W Unique returnable Heavy Duty Construction Equipment F Unique non returnable siet V Safety Equipment E Al Non unique returnable 9999 E Small Handy Tools E Non unique non returnable 4 Retrieve Data SOrt vas Barcode Category See Description Print Barcode Quantity A999994 Safety Equipment Unknown EI 1 654321 Safety Equipment Unknown CH 1 2345657 Safety Equipment Scaffolding Guards al
102. ustomer with a unique barcode What the Customer does The Customer s Supervisor Name The Company that the Customer works for The address of the customer or the Customer s company This system is not structured for invoice mailing That is why the following 2 fields are added The Customer s contact telephone number The customer s or Company s email address The full address can be entered here along with the Customer s FAX number To enter a new customer proceed as follows d Click Add and the screen changes Customer Name Barcode iag Print Barcode Name Craft Supervisor Company Unknown Address Phone Email Notes Indicates required fields Refresh Add T tay 2 Enter the Barcode to apply to this Customer Name and hit the E z key Tab E 3 Enter the Name of the Customer and hit the E key 4 Select the Craft by using the carrot sl for search The dropdown window will appear as follows a Silverlake Data Solution Page 48 Silverlake Data Solution Inc vi Craft ae a 5 Scroll down until the appropriate craft Eanan Carpenter Journeyman becomes visible To scroll down press Carpenter Master fi SE CNC LEVEL A MASTER either the down arrow Ed key or the Phone CNC LEVEL B JOURNEYM Page H Email CNC LEVEL C APPRENTI page down key Move the cursor to Notes the craft desired and Click Craft SET UP LEVEL B JO
103. utstanding Items Outstanding Items by Company Found Returned Items Outstanding Items by Craft Import Categories Peak Usage Billing Outstanding Items by Customer Import Categories Default Rental Rates Outstanding Items by Job Number Import Classes Variable Cycle Billing Outstanding Items by Supervisor Import Companies View Default Rates Outstanding Items by Work Area Import Customers Physical Count Summary Import Items Receipt report Import Rate and Cost Categories System Access History Inventory Disposal Classes Items Companies Run List of Classes Crafts Calibration List of Classes Customers Check In List of Companies Items Check Out List of Crafts Job Numbers Check Out Only List of Items Measurement Units Damaged List of Job Numbers Permission of Roles Dispose List of Measurement Units Roles Found List of Supervisors Securable Objects Lost List of Vendors Supervisors Repair List of Work Areas Users Undo Disposal Preferences Vendors Print Customer Barcodes Work Areas Print Item barcodes Backup Data Purge data Configure Display Text Record Damaged Items Close Import Categories Record Items as repaired Close All Import Classes Record Lost Items Exit Import Customers Rental Billing Outstanding Items Logout Import Items Rental Rates Print Setup Import Companies Search Class Sample Practice Mode Preferences Special Billing Rates for a Customer Print Customer Barcodes Undo Disposal Print Item barcodes Users Purge Data Void Issue ticker Screen
104. y Manual Hand Equipment lose 3 If there are no more entries to be made Click a Silverlake Data Solution Page 57 Silverlake Data Solution Inc Ze Items Users Roles Securable Objects Permissions of Roles Crafts Supervisors Customers Measurement Units Classes Categories Items Companies Vendors Job Numbers Work Areas Bin Locations Search By S i Description Barcode F Class Code Basic Information Item Class 10017201 DIS Quantity 1 EA Each Barcodes 123456 Bushing Tool 60 80 Ib Test Breaker 123456 10017201 Item Type 1 Unique returnable EN Ei Bushing Tool 60 80 Ib Test Breaker 987654 10017201 ental eee Bushing Tool 60 80 Ib Test Breaker 10017201 Category Small Handy Tools z Si Idi Geesse E Ge Description Bushing Tool 60 80 Ib Test Breaker Unknown item001 0000000000 Unknown 654321 0000000000 Additional Information Vendor SMALL AND SAFETY TOOLS SUPF Cost 235 00 Monthly Rate 65 00 Weekly Rate 85 00 Daily Rate 20 00 Hourly Rate 4 50 Indicates required fields Print Barcode Change calibration schedule Refresh add Delete Clone Selected tem Save Close This is the Item Definition screen Note that there are prerequisites as shown on the right side of the panel Since these were previously identified and entered at this point they are only t be selected and not entered If a missing selection o

Download Pdf Manuals

Related Search

Related Contents

Bedienungsanleitung • mobilux digital  Acer P31314602 Tablet User Manual  Cisco Systems OL-3351-01 User's Manual  Caractéristiques et conseils d`utilisation Soudal joint pour Parquets  Sitecom Wireless Network ADSL2+ Modem Router w/splitter 54g + USB dongle  Manual MR PN1 PN6 Spanish 06.1997  Etiquette - Plant Products  AudioBox™ Studio Quick Start Guide English  For Parts Call K&T 606-678-9623 or 606-561  SIMATIC PM 1507 6EP1332-4BA00 PM 70W 6EP1333  

Copyright © All rights reserved. Failed to retrieve file