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AutoPart User Manual - Aftersoft Network NA

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1. AFTER 65 pro AutoPart User Manual PURCHASES Now that sales are starting to accumulate it is time to start ordering goods to replenish stock There are 2 ways of doing this Suggested Ordering or Manual Ordering Generate Purchase Orders This screen allows you to generate a purchase order by what the system suggests depending on supplier and stock levels SUGGESTED ORDERS Suppher SUPO J Group Class LOCTITE 270 a 369 1 0 0 SUPO HEAME TITE RED 32 2 25 10 40 SUFO E Stock Add to Elo P Onder Save without displaying Details COvemight Enquiry e Merge special requirements 19 y x OS Berea K Qut Help Order Cancela Suggest 4 Select AWS Print b Amend Stock 8 Save 9 Retneve 10 Remove 11 General Instructions the Suggest key can be pressed before the supplier is selected to show all parts which require ordering Field Descriptin the supplier required Class This button will list all products from the chosen supplier where the free stock level is below minimum level or the part is on backorder Select All 5 Only the lines selected they will change to green will be picked up for ordering If you do not wish to select all lines then double clicking with mouse will select and unselect any line Add to Overnight If suggested orders are part of the Dayend routine click on this button to add order Order 2 This button will take you into the Purchase Order Processing screen Branch Ent
2. Account Details AFTER 31 AutoPart User Manual Field Description Value Ordering screen as warning message Required Credit Limit This holds the limit of credit that you have with the supplier Carriage Charge Some suppliers may charge you a carriage fee if so place it here Settlement Some suppliers offer a settlement discount if bill is paid in full Discount Nominal Code This code is used as a default when posting invoices and credit to the Purchase Ledger Payment Terms Enter the payment terms you have with the supplier Vat Code Enter the rate of tax AFTER 32 AutoPart User Manual REP amp EDI INFORMATION This screen in the Supplier File Maintenance program allows you to enter the Suppliers Reps name and address and EDI information Supplier File Maintenance Rep Details ED Information EDI Style EDI Phone No EDI Dealer EDI Path Name o Branch EDI F A PYXRAADI eo Cuat Help 1 OK 2 Cancel 3 Delete 4 Search 5 Acct b Orders 7 Back 8 Fore 9 Prew 11 Next 12 Rep Details EDI Information These fields affect Electronic Date Interchange Companies such as Bosch Brown Brothers Motoquip and Lucas use this so data can be transferred from you to supplier If you wish to have EDI set up then please contact Tech Support PET ESTE EDI Phone No EDI Dealer J EDI Path Name AFTER 33 Pp AutoPart User Manual MISCELLANEOUS This
3. Enter the document reference if known AFTER 60 roe AutoPart User Manual Point of Sale Creating Quotes Invoices Cash Tickets AFTER 67 pps AutoPart User Manual Receipt Of Payment This screen allows you to apply payments to invoices This is mainly used for On Account customers as the customer has to pay invoice amounts in full They cannot partially pay an individual invoice Receipt of Payment Operator LB Customer PAYLATER Mame PAYLATER CUSTOMER Amount Paid a Total Cleared Outstanding 35 53 IN100008 LB Noa 15 39 43 44234 95 53 Comments Cleared Field Description Operator Clear Tab across to the Clear column and type in C for all Invoices that the customer is applying payment to Click OK 2 and the Method of Payment screen will appear as shown below Select how the customer is paying and the transaction will then post to the Sales Ledger and appear against the customer s account Method of Payment Paid Tendered Total Value 95 53 Tendered 1195 53 oo AFTER 60 ci AutoPart User Manual Cash Management At the end of the day you will be required to balance the till or to record any petty cash payments and add cash floats This will be done in the Cash Management screen and is found in the Sales Menu acan Pety Cash BOBO Cash Float 1143 06 Amount Count Amount in Tit Di 2 900 99 25 2500 891 4304265 4334 26 957612 95 76 414711
4. Flag new parts with N Hot yet Available Allow Spaces in Part numbers New Part Product Group Mew Part Range Code Fart Humber Fretis Fart Humber Suffix Update existing part s product details e Import as proposed changes Add new supplier cost prices Use Supplier Part numbers E JA 4 Quit Help Okfe Cancelts search 5 Prev 11 Next le Field Description File Name With the cursor in this field click search and find the file on the hard drive Once this is found click open and it will place the path and file name into this field This works in the same way as it does within the Selection screen of Block Changes Note A setting needs to be added in the Dayend for this to work please see your trainer Effective Until Select this option to add any parts which are on the disk but not on your product file You should always select this option if you are loading new supplier files on the system Add New Parts Flag New Parts Select this option if you require the new parts to have a condition indicator with N Not of N Not Yet Available This will mean that the parts are loaded onto Yet Available the system but you will not be able to sell then until the flag is removed Part Numbers Checking this box will allow spaces New Part Enter a default group in this field This will result in any parts without a Product Group product group being given the specified de
5. Pi mmi ALE Pace Product amp Price File Maintenance R vx en QB es ew Ont Cancel Dele Seach Weegee ied Onde Bad Forel Prewll Mai Customer Cross Reference For instances where a customer may hold his her part number under a different reference to yours it is possible to enter the customer code followed by the customer s part number When the customer s part is keyed into Point of Sale the original part is displayed Part BAT10 QB PART WITH A LONG 1 001 Help 1 OK 2 Cancel 3 Remove 4 Supplier Cross Reference For instances where a supplier may hold their part number under a different reference to yours it is possible to enter the supplier code followed by the supplier s part number When entering the supplier s cross reference in the purchase order screen the original part is displayed Supplier Cross References Part BAT 10 08 PART WITH LONG EEC ETC O CS SUPP PART PY Help 1 OK 2 Cancel 3 Remove 4 AFTER 45 jipa AutoPart User Manual Block Changes The Block Changes program allows you to change large amounts of data at the same time so for example if you want to increase prices this option enables you to change a large number at once rather than one ata time SELECTION Block Changes Selection Proposed Changes Block Import Selections Prime Supplier itt From Fart Product Group To Fart Range Dates Effective from 0 Now 2003 Effective unt
6. Sort By Highlight in these fields the order in which parts are to be sorted on the shocksheets This is particularly important when choosing multiple selection criteria If no fields are specified here sheets will generate in part number order Page Break Placing a tick in this check box will cause a new sheet to be printed each time the sort criteria changes AFTER 81 AutoPart User Manual Field Description Sort Parts Left Will sort the part numbers in order from the leftmost character Justified Parameters A number of check boxes exist to select which parts are to be included excluded Thought should be given to the various check boxes ensuring that the correct ones are used to make your stock take easier and more suited to your particular requirements Justified zero stock zero stock superceded parts Exclude Parts with This will exclude parts with a zero minimum and maximum level and Zero Min Max and with free stock showing as less than 1 stock lt 1 Exclude parts with This option will exclude parts with a zero minimum and maximum levels zero Min Max and and with free stock equal to zero according to the system records zero stock Exclude parts with This will exclude all parts where there is no usage and with free stock no usages and equal to zero according to the system records zero stock Multi locations This option will allow the Stock take routine to take account of the multi location facility th
7. TOICP Cost plus check LITE TOICP Selling below cost LITE TOICR Credit Requests Continue past invoice number LITE 101H Allow amendment of header details LITE 101M Allow ent to Margin enquiry LITE 1014 Negative stock check LITE TOINL Negative value transaction line level LITE 1MPA4 Price Amendment LITE 101AL Remove lines from a suspended transaction LITE 1015 Allow entra to special terns via counter LITE 10155 Display cost details LITE 10155 Allow entry of sales discount LITE TO1SU Suspended transaction currently being processed on LITE 1021 Continue past Customer on Stop Check LITE 1022 Continue past Credit Limit Exceeded LITE 1023 Quantity greater than 100 LITE 1024 Overdue Balance LITE 1033 Continue past Mas Invoice Value Check LITE 1034 Delete a Suspended Transaction LITE For example by entering a password against 101CP2 the system will allow you to sell a part below the cost price The Password Check box will appear asking you to enter the password to force the sale through Point of Sale Customer Detail Product Details End of Transaction Customer A001 ACCOUNT CUSTOMER Selling Level 1 Retail Customer Product 1 Alternatives 2 Bin Card 3 Full 4 Lost Sale 5Maghs 6 Product Database Line Number 1 aT Part Number BAT10 Usages Price 10 00 Pricing Details Part Number B4T10 Price must be greater than cost Sones E E p 9xR
8. The part is Not Yet Available O The part is now obsolete S The part has been superseded W The part will remain as While Stocks Last Stock Under Entering a part number in this field means that no stock movements or usage updates take place for the original part they will all be written against the Stock Under part Minimum Stock This is the level at which stock should be considered for re ordering purposes Maximum Stock This is the level at which stock should be ordered up to Unit of Issue This is a text field used to identify the product unit Some examples may be a box of 10 or a pack of 4 If nothing is entered the field defaults to each This is the physical bin or shelf location of the product AFTER 37 appara AutoPart User Manual ALTERNATIVES The Alternatives Tab allows you to set up an alternative just in case the original product cannot be sold either due to being not quite the correct part or if there is no free stock Product amp Price File Maintenance Y Suppliers and Selling Prices Oty Break Y Kit Pieces Cross Cost Prices References Description er Part _Cost Price BATIO 18 PART ROT 20 00 BATION eS 2 A One Way Altematives Remove Alternatives t Help 1 Ok 2 Cancel 3 Delete 4 Search S Usages 6 Bin Card Orders 8 Back 9 Fore 10 Prev 11 1 Nenna Description a Number Enter in here the list of part numbers that are alternatives to the o
9. This allows you to select a day delivery method and order of drop for each customer When completed you must press Update Routine e OK 2 Click when finished AFTER 97 pibes AutoPart User Manual VEHICLE DETAILS The Vehicle Details tab is mainly for garages It enables you to put in your customers vehicle details so that when a customer has a problem with their car you know which make and model it is and therefore have a better idea which parts to buy and to keep track of any historical problems Customer File Maintenance ECT ETICO CTC SESE ees ETA Make Model PO RegNo 00 Chassis Number 0 Engine Size jj Year rs Miles MOT Due f Service Due Fleet Code gt Hotes EJ u vxrqabE gt 5 Quit Help 1 OK 2 Cancel 3 Delete 4 Search 5 Acct 6 Historp Codes 8 Back 9 gt gt Fore 10 Prew 11 Next 12 Field _ Descriptim Fleet Code This field is the Fleet Code associated with this Vehicle the customer Owns Notes This field allows any specific notes associated with this Vehicle for the customer AFTER 28 Pp AutoPart User Manual NOTES The Notes Tab in Customer File Maintenance is a facility to add messages and notes to other screens invoices and statements The screen below shows you where each message would be shown Customer File Mainterncrese Invoice Message for customers invoice Message Order Reminder to en
10. eae ea a ee ents ines 30 Supplier File Maintenance ooocccocccocccocncconoconiconononnnonnonanonononannnnnnenanenon 31 ACCOUNT DE TTA Sis a Aine tanta Da cee anu eee alts 31 REP amp EDI INFORMATION 0 0 0 0 ccccccccececcececcecececcececcececeececeececeres 33 MISCELEANEGUS catar Re ee ee CT ee a 34 ADDITIONAL INFORMATION ooo ccc cc ec cececcececeecececceceseecesaeceeesaeeneaeaes 35 Product amp Price File Maintenance occococoncncoconcnconcncononinconinconeninconinconenincnnss 36 PART NUMBER isctiaaia da odia le n boda 37 ALTERNATIVE Sustrato recita dedi nada de E ca isvisa 38 SUPPLIERS AND COST PRICES Soil ral 39 SELLING PRICES visitara as tattoo 41 QUANTIT BREA Sins patinar cial iaa lid 42 OTHER INFORMATION rcr a a a aa aa 43 FUT GE Suede dido easy anaes 44 CROSS REFERENCES rrenan cols 45 BOCK ONANGO Soraa a T E teatime 46 SEBLESTMON E A E EE T E E E T E TE E EA 46 PROPOSED CHANGES zane A A 48 BIE GK IMPOR wiar E E 49 AutoPart User Manual MISCELLANEOUS eiin eee eo ee ee ee 52 SUpercessiOA Semi ia a 53 Messages File Maintenance ooccocccoccccncncocncnnnconncnnconoconnonnnncnnnnnnnnnncnnnnnnos 94 Password Sets iia ads 55 A E te me ee Rei eee 56 os PA oo A A A Ait 56 CUSTOMER DETAIL curan ii iaical 56 PRODUETDETA LS nidad babe 57 END OFTRANSACGTON said 59 INCURRE o 60 RECEDLCOMPay MEN nena a a 62 cash Management scan ii iia 63 CASH UP lit 63 TEETRANSACTION sa tg cistern nea ct ate 0 ada ee e
11. 10 at 2 50 each which the supplier will understand as 10 boxes Finally when you receive the goods into stock the system will book in 100 bottles at 25 each The secret with this is to remember to hold you cost prices at the box level AFTER 39 pia AutoPart User Manual Field Description and your selling prices at unit level Note even if you use discount or markon the selling prices will still be correct Min Order Entry of a quantity here will cause the suggested ordering routines to round up the order quantity to this figure if it is initially lower STG Cost The final sterling cost of the part after all discounts Orhter Any other details you would like to add Information e Core Cost This is the surcharge value charged to you by the supplier Unit AFTER 40 ion AutoPart User Manual SELLING PRICES This screen allows you to set the selling prices for the part at different selling levels Product amp Price File Maintenance Part Number Altematives Suppliers and Y Qty Breaks Y Other Kit Pieces Cross Cost Prices Information References Part Number Descripti Supplier Supplier Part Number Cost Price IBAT10 OB PART SUPO 10 00 W Wat Inclusive Level Vat Inc Price displayed in green where manually entered 300 1300 2308 40 00 14 00 2857 20 00 1200 16 67 Seling Supplier SUPO VAT Code 1 Standard E Shelf Edge Label Surcharge 0 00
12. 4 Cat 5 Ord 6 Full Pre i1 Nxt12 Tota 15 28 Part Number POU 0 Stock Enquiry refs Supplier Description Key in the part number or key in the first characters and press the TAB button for the part search screen to appear If you are selling a bought out part remember to key in the asterisk first Enter the quantity required You can amend the following in this screen AFTER 57 Pp AutoPart User Manual Field Description Description Unit Price Disc Suffix Pricing Details To choose another selling for the part double click on the required level as shown below 14 10 Wholesale BO Qty 0 Alternatives To view alternatives to the part plus gain access to Supplier File Maintenance through the Costs button Bin Card To view a chronological order of the stock movements of a part for any reason such as issued received or adjusted as shown below Bin Card Enquiry Part Number BAT10 Branch Name BRI Display All F Date AccuDper Rel Out Balance Type Opn Cost Tm Cost Cle Cost D ere 22 Dec 99 JD 100018 1 0 STK 4456 4456 44 56 30 Dec 99 JD 100021 1 STK 44 56 44 56 06 Jan DO MAM H0501508 1 ISS 45 81 45 81 10Jan 00__ CASH _ HO 00010 1_ 151155 45 61 4581 45 81 10Jan 00 HO700012 1 Iss 45 81 81 4581 12 Jan 00 HO501516 1 1155 45 91 45 81 12 Jan 00 H023 1 REC 45 19 H023 04 Feb 00 3352367 HO700023 2 2 18 155 001 20 001 20001
13. 447 A Sree aes Cancel 3 OpenTil 4 Prot Cashslip 6 Ce Prev l1l Mest 12 CASH UP This process should be done at the end of the day just before running Dayend or Monthend Field Descriptiin Enter your operator code in this field Till Number Enter the Till ID and then select the Open Till 4 button Till Contents This box will display the contents of the till according to the method of payment type Amount In Till Excluding cash enter the total value for other methods of payment Cash Count the till and enter each type of denomination in the relevant field as shown here to balance the cash figure Float Denominations between 0 01 and 1 00 will automatically be left as float unless otherwise stated Next select the Cash Float 7 button to confirm the float Print 5 After all contents of the till are entered you can then print off a summary report Cashslip 6 This button when selected produces a cash slip AFTER 63 pb AutoPart User Manual TILL TRANSACTIONS This screen allows you to add or remove any petty cash details Cash Management 1 Till Transactions Petty Cash Details Expense Code Expense Type Not Selected Commissions Not Selected Total Amount 23 30 Sales Promotion Not Selected Miscellaneous Expenses Not Selected Rent and Rates Not Selected Please enter petty cash expense type and Goods amp VAT amounts as soon as these are known S
14. Date 1 30 30 DAY S FROM INVOICE DATE 30 2 30M 30 DAY S FROM END OF MONTH 30 3 45 45 DAYS FROM INVOICE DATE 45 4 45M 45 DAYS FROM END OF MONTH 145 5 60 60DAYS FROM INVOICE DATE 60 6 60M 60 DAYS FROM END OF MONTH 60 7 751 75 DAYS FROM INVOICE DATE 75 8 75M 75 DAY S FROM END OF MONTH 75 9 90l 90DAYS FROM INVOICE DATE 90 10 90M 90DAYS FROM END OF MONTH 90 11 AFTER 14 pro AutoPart User Manual PRICE EXCEPTION CODES The Price Exception Codes allow you to enter a reason if you override any prices within Point of Sale and Sales Order Entry To enter a Price Exception Code 1 Enter the new Price Exception Code up to 2 characters 2 Next enter the Description of the exception 3 Select the Update 2 button or press the F2 Function Key to save changes Price Exception Codes File Maintenance 1 101 BLOCK BUYING 2 02 FR 3 03 DEAL DONE _4 04 _PROMC AFTERSOFT 4 5 APTEREe AutoPart User Manual PRODUCT GROUPS The Product Group codes are for banding similar parts together The groups can be as big or small are you choose The advantage of the codes can be quite substantial depending on how you choose to set them up If the groups are quite specific then the opportunity is there to block changes to the products i e if all the products in the group have the same mark up pricing and they need to be increased de
15. Field Description of detailed automatically completed Complete this in the normal way and accept it It is possible to add lines to the grid using Add 8 This facility may be useful for new users so they can create the correct data Add new line Operator AA Fill in the detalis on pal the left and press Advice Optional Es ne 2 to create a new Part ar Press 4dd 6 to return Luantity Value Enter the required details click on Return 2 and then Add 8 The next time you enter the screen you will see the new added line AFTER 73 pene AutoPart User Manual Purchase Order Inquiry This option allows you to view any outstanding orders also giving you the option to amend orders Purchase Order Enquiry Search Criteria Orders matching Search Criteria Order Ho Supplier Fosse ag Senne Order Date SUPO Supplier Zero 17 Oct 2003 Due Date PO100003 SUPO 12 Nov 2003 Operator Supplier Fart f Sort by Order Number Sort by Supplier Code Sort by Date Order Details La Description Order Date 17 Oct 2003 Order Gt Each Cost 1 B4T10 QB PART WITH A LONG DESCRIPT 100 44 56 4456 00 Order Time i del Due Date COrder Operator NC i el Supplier SURO is upplier Zero Total Goods 4456 00 The orders display in the above grid but you can search on the following to narrow the list down Obviously the more information you enter the shorter the list Field Description O Or
16. Y Altematives Y Suppliers Selling Prices Gty Breaks Y Y Kit Pieces Cross z Cost Prices References ACI A O Supplier Supplier Part Number Cost Price_ JBATI0 6 PART LIPO 10 00 Miscellaneous Product Information Product Information Maintenance OUBIN Reference Brake Shoe Number Satcode 0 t i i i i ww Intrastat Code o OR ES Nominal Code T Off Price Lists VOC grams 0 0000 VOC Cat lass SSS Not Supplied by Warehouse Write OF 0 00 Weight fo 00 M BS5750 1 Y X Ud n E Quit Help 1 Ok 2 Cancel 3 Deleta 4 Search 5 Usages 6 Bin Card 7 Orders 8 Back 3 Fore 10 Prev 11 Next 12 Field Description ______________ Product This field can contain any amount of free text with regard to the part Information number The information is displayed in the Product Details screen in Point of Sale Reference Number back the number of that piece is what is entered into this field Intrastat Code This field will hold the intrastate code that any purchases and sales of eal relevant goods can be reported on It is also necessary to enter the weight of products for intrastate reports Nominal Code If sales are to be posted to the nominal ledger then a code needs to be entered VOC grams VOC Cat is taken off the cost price for stock valuation purposes Class This field can be used to rank the part number in terms of its sales value and volume against other parts either within
17. for companies who operate in the automotive aftermarket trading primarily as manufacturers distributors or retailers Systems can vary in size and power from configurations suitable for the smaller single outlet operation right through to the large multi user multi branch company AutoPart has been designed to run on the latest Microsoft Windows operating systems including Windows XP and Windows 2000 It has been specifically designed for ease of use it will operate with either a mouse and or keyboard Common operations are assigned to function keys and there is context sensitive on line help for all screens The AutoPart system is fully integrated with our electronic catalogue system This package provides the user with access to approximately 5 million product references based on catalogue data supplied directly to us by many of the leading industry suppliers As an option AutoPart can also be linked with our garage workshop system AutoWork This provides a fully integrated system for the company that conducts workshop activities in addition to its parts business and requires integration of stock customer supplier and accounting information This manual will take you through the basics of the AutoPart system including sales purchasing inventory control reports and database held information AFTER AutoPart User Manual DATABASE Before a customer can begin to use the system there are several areas of set up required be
18. from a certain supplier you heal can enter the supplier code here so that the selling price is based on that supplier s cost price will not be allowed any more until they pay off some of their debt This is the maximum amount the customer can spend Enter the customer s payment terms Amend Stop This will disallow any sale to that customer usually due to lack of payment AFTER 25 AutoPart User Manual SPECIAL TERMS This section allows you to add special terms for specific customers Special Terms File Maintenance Customer CUSTOMER Customer Action Show All Break Oty Help1 OK 2 Cancel 3 Delete 4 Search 5 Remove 6 Select Filid js Descriptin ______________ Customer fe ETA Ref Firstly you have a choice of how to give special terms P A particular part G A particular group R A particular range S Parts from a particular supplier A All parts Enter the new discount or price using one of the following columns AFTER 26 penn AutoPart User Manual ADDRESSES This enables you to add further addresses if the delivery address is different to that of the main address Customer File Maintenance Gereot QED Current Address List New Address Type DEL Delrvery Address Delivery Details Dey WEDNESDAY Rowe or AN DropNo 3 gt Fore 10 Prev 11 Mext 12 e Click on either Add Edit or Remove for addresses Delivery Details
19. months that you wish the computer to look at to recalculate the mins and maxes 6 months or 12 months for example This is for slow moving parts Example You are using 12 months usages to re calculate and during that period you have sold 3 of a particular part The computer would then calculate your monthly sales at 0 25 and therefore calculate your min and max to 0 If you add 3 in this box any stock that you sell 3 or above will keep a minimum of one in stock calculating your min and max to one Once again this setting is for your slow moving parts Example By adding 6 in here will mean that the recalculation will not change the mins and maxes of a part if 6 or less are sold during the selected number of months AFTER 86 ino AutoPart User Manual PART SELECTION This screen enables you to recalculate only certain parts using a set of selection criteria Minimum and Maximum Recalculation Parameters Part Selection view Amend Results 1 Reports supplier Code 3 Group Range Part prefix la Prev 11 Nesk 12 Description Supplier Code Enter the Supplier Code if a required selection criteria Group Enter the Group if a required for selection Range Enter the Range if required for selection Part Prefix Enter any Part Prefix if required for selection Recalc 5 Click this button to create the proposed changes AFTER 87 pro AutoPart User Manual VIEW AMEND RESULTS The grid shows all the proposed chan
20. save changes 19 gt beallocation A a DEALLOCATE No PART STOCK jY Y SN Y a Say z NN AutoPart User Manual DELIVERY METHOD CODES The Deliver Method Codes allow you to add the delivery method when selling parts to a customer This is for analytic purposes allowing you to compare delivery methods with area codes for example enabling you to see if your deliveries can be more efficient AFTERSOFT a A ERDA OF 9 AFTER OL AutoPart User Manual HOLD REASONS These codes allow you to hold an invoice in the Purchase Ledger For example you could receive an invoice with the incorrect price or parts and wish to hold the invoice for payment until corrected Hold Reasons File Maintenance Lro Code Description 1 O01 HOLD REASON 001 E 0102 HOLD REASON 002 3 0103 HOLD REASON 003 4 004 HOLD REASON 004 A 0105 HOLD REASON 005 o AFTER 40 eo AutoPart User Manual LINE OF BUSINESS CODES The Line of Business Codes will indicate which line of business your customer is in for analytic and reporting reasons CA TT O O OOOO Cd BODY SHOP ATWO ALA A ERDA OF 1 1 AFTER ONO AFTERSOFT ps gt AutoPart User Manual LOST SALES REASON CODES The Lost Sales Reason Codes is also for analytic purposes When you lose a sale a code is added This can be accessed via a report allowing you to see the main reasons that your sales were lost AFTERSOF
21. screen will give you access to over 600 reports from sales to customer file listing Each report can either be printed or exported to a txt or a csv file for use in a Microsoft application Report Generator Report reference M3 Title Exp CSW G Description Report Reference Enter the report reference and click Display 2 Search 4 If the reference is not known click this button and you will see the Report Generate screen AFTER 90 pps AutoPart User Manual REPORT GENERATOR Report Generator Search Selections Select Category on which to Search if required ALL Reports Enter Text on which to Search if required Reports mf PROPOSED BLOCK MAINTAINANCE LISTING 1904F CUSTOMER ADDRESS LABELS CUSLABEL PARAMS LISTING PARAM PRODUCT GROUP LISTING GCODESO1 CUSTOMER LISTING GCODES04 OPERATOR CODES LISTING GCODESO07 RANGE CODES LISTING GCODES08 SUPPLIER LISTING GCODES12 HOLD REASON CODES LISTING GCODES14 LOST SALES REASON CODES LISTING GCODES15 PSYCHOLOGICAL PRICE LISTING GCODES16 CCadasi F STACK AR II TRHERIT COMES LIS TIRE recone ee 1 q Help At the top of the screen you have an option to select which category you would like your report to be from For example type in monthly sales and click TAB The following will appear Report Generator Search Selections Select Category on which to Search if required ALL Reports v Enter Text on which to Search if required MONT
22. surcharge code This is a useful option if customers dispute the surcharge cost Surcharge Code There are 4 codes that can be applied to this field A Apply the surcharges Ignore any surcharges B Bank any surcharges for example you may not wish to charge the customer the surcharge but want to keep a record of it S SIS to invoice separately any surcharges This is for any Internal Branch Transfers Usages This will default the selling quantity to 1 in the selling screen This is Auto Return useful for cash customers when bar coding is used because it is quicker Price Details There are currently 2 options Q to not be able to sell any parts that have quantity breaks set up in Product and Price File Maintenance S To not be able to sell any parts unless included in Special Terms End of At the end of a transaction you can now stipulate whether you wish to fax Transaction print or e mail invoices or acknowledgements The available options are e None Print Acknowledgement Fax Acknowledgement Email Acknowledgement Fax Invoice Email Invoice AFTER 30 appara AutoPart User Manual Supplier File Maintenance Supplier File Maintenance allows you to enter all you suppliers and their details The screen is split into 4 sections Account Details Rep amp EDI Information Miscellaneous and Additional Information Supplier File Maintenance Account Details Rep amp EDI Information Additional In
23. takes time and practice to become proficient When running these routines for the first time it is recommended that a small product group or supplier code be attempted as a test stock take This will help enormously when it comes to the real stock take and any difficulties or requirements that may arise can be sorted out Stock Inquiry This option allows you to check your stock for a particular part It also allows you to view other details about the part including its prime supplier usages mins and maxes etc Stock Enquiry m Product Details Part Number Description Group Range Cond Indicator Supplier part BAT10 QB PART WITH A LONG DESCRIPTION BAT Ml Superceded to su PBAT10 Free Stock r Stock Information Location 500 Maximum Stock 1000 Unit of Issue EACH Minimum Stock 2707 Usage Figures Year to Date 8 Aug 2003 0 Last 12 months 5 Oct 2003 Nov 2003 5 3 Supplier and Cost Data Sep 2003 0 Prime Supplier suro Name Supplier Zero Current Cost 4456 Average Cost 4456 Latest Cost 4456 Core out 10 00 Selling Supplier SUPO Sell Cost 44 56 Order Quantity Restrictions Purchase Order Qty 908 Min Order Oty 0 Box Oty 0 Purchase Unit 0 Other Information j PRODUCT INFO Wi A e 97 82 Pricel _ 97 20 Price2 96 59 Price3 95 96 Priced Quit Help1 OK 2 Bin Car
24. the same group or compared to the whole product file The code will normally take the format of one alpha and one numeric character i e A1 Weight This is the actual weight of the part It can be in any format you require pounds ounces grams etc The total weight can be printed on invoices purchase orders and can be included in reports COHS Off Price Lists Not Supplied by Marking this box prevents the part from being ordered from a head office or Warehouse warehouse by a branch For example the part is not included ona branch s suggested order for head office Instead the part will have to be ordered from outside sources BS5750 This indicates that the part is from a BS5750 approved supplier AFTER 43 AutoPart User Manual KIT PIECES If a part number is also going to be part of a KIT then you can enter the other parts in this screen that will also be part of the same KIT Product amp Price File Maintenance El Pieces Sarr ie ca ST Part Number In this column enter all the component parts of the KIT Quantity Enter how many of this part are needed for this KIT This button will ask you if you wish to Delete all Kit Parts KITS This button will display any other Kits this component is associated with METIA PLA A TEROA OF AFTERSOFT 44 APTERSCIT 2 NN AutoPart User Manual CROSS REFERENCES This screen holds cross reference details for both customers and suppliers ire
25. to reprint them Monthend Routine e Sl plan oR eNenend E C Select Option to RePrint the Monthend Monthend Starting Time Daveng p MSALESO1 MONTHLY SALES BY GROUP ESCL 57C MSA4LES01 TEYALOTS SUMMARY STOCK VALUATION Er GROUP STEYALOTS Ledgers Update Update Customer Balances Update Davend Update e Select Option to Run the Monthend If this is checked click Monthend 2 to run the monthend e Select Option to Reprint the Monthend This will reprint the monthend reports and you will need to select the date so the system knows which monthend to reprint By checking this box the date field will appear as shown below Click Reprint 2 to reprint the reports Monthend Routine Select Option to Run the Monthend Omit Dayend 7 Monthend Reprint Date AFTER 95 pn AutoPart User Manual INDEX AFTER 96 pibes
26. 00 7 jo PART TOO EXPENSIVE Y N 0 00 8 30 OVERCHARGE N Y 0 00 9 32 OLD UNIT CREDIT N N 0 00 10 Y IN 0 00 Lno Code Description Overchange Handling Charge AFTER AutoPart User Manual CURRENCY CODES The Currency Codes is used for overseas customers and exporting and importing This option allows you to enter the Exchange Rate Once set up you will then be able to enter your cost price as foreign currency and the code will translate this into US Currency 1 Enter the new Code up to 3 characters 2 Next enter the Description of the currency or country 3 Enter in the Exchange Rate To do this you must divide 1 by the currency exchange rate for example For French Francs you would carry out the following calculation 1 9 7 0 103 and then enter 0 103 in the Exchange Rate column 4 Select the Update 2 button or press the F2 Function Key to save changes Currency Codes File Maintenance Ln Code Description 1 DOL DOLLERS 2 PSE PSETOS 3 FRA FRANCS Belete 4 Select S Print 6 AFTER AutoPart User Manual CUSTOMER PAYMENT TERMS The Customer Payment Terms Code is the payment terms your customer has with you These codes are used in the Customer File Maintenance To enter a Customer Payment Terms code 1 2 3 Enter the new Payment Terms Code up to 3 characters Next enter the Description of the Payment Terms Enter in the number
27. 16 Oct 00 998765 HO501532 1 1 ISS 20 00 16 0ct 00 998765 HO501534 2 1 161155 20 00 20 00 4 Click on or press ENTER on a line to display document m Product Details Free 5 Ayr 24 Min 65 Location Range FILA PO Oty 0 Ytd 10 Max 130 Group BAT 12 records selected E Show Only gt u 40H o Qut Help 1 Print 2 Trans 2 Search 4 Back 11 Fore 12 Display Costs IV BOP Details Bought Out Part These products are described by description rather than by part number These are bought or sold through AutoPart but not yet part of the database These part numbers are prefixed by an asterisk and in the event of a sale will demand information to be entered about the type source of supply cost etc for future reference and analysis Branch Stocks To view stock levels at another branch for that part numbers make up the kit set up in General Codes File Maintenance To place an order for the selected part Stock Inquiry To view stock levels for the selected item as shown below AFTER 58 penn AutoPart User Manual Field Field Description Stock Enquiry r Product Sma Usage Figures J Part Number Alts Exist Year to Daef 10 Last 12 months Description QB PART mm Oct 2000 Nov2000 Dec 2000 pcm Group BAT Range FLA p 0 Cond Indicator gt Supplier and Cost Data Superceded to BAT 101 Supplier part no Amaia Currency Real Current Cost 10 00 Latest Cost 45 81 m Stock Informa
28. AT Code Next enter the VAT Rate Choose either Y or N if this code is an EEC Member If you enter Y for yes then enter in the EEC VAT Rate Select the Update 2 button or press the F2 Function Key to save changes BONS A VAT Codes File Maintenance AFTERSOFT a a TEMER 22 AutoPart User Manual VOC CODES VOC stands for Volume of Combustibles This indicates the presence of combustibles with the part for example chemicals within paint need to meet the Environmental Protection Act requirements To set these codes 1 Enter the new VOC Code up to 3 characters long 2 Next enter in the Description column the particular chemical involved 3 Select the Update 2 button or press the F2 Function Key to save changes _ WASH PRIMER _ A s SE PRIMER SURFACE WET ON WET PRIMER ONE COAT COLOUR TWO COAT COLOUR THREE COAT COLOUR THINNERS REDUCERS 12 12 HARDNERS 13 13 SPECIAL PRODUCTS 14 14 CLEAR COATS _ 15 AFTER AutoPart User Manual Customer File Maintenance The Customer File Maintenance program allows you to enter all your customers and their details The screen is split into 6 sections General Special Special Terms Addresses Vehicle Details Note and Extra Details Customer File Maintenance a PP AA SAKX yu ecel Tems Adtesses YYehicke Detais Yno
29. AutoPart User Manual AutoPart User Manual Table of Contents INTRODUCTION cutre a dan 1 DATADBAS Estrato cotton 2 General Codes File Maintenance coccoconcnccnconcnccnconcnncncnnnnnnnnonnnnnnnnnnnnnnnnnnnns 3 AREA CODE O en EER ene astenia 4 CREDIT REASON CODES cine i aa thee eaten 5 CURRENCY COD Bo src id te 6 CUSTOMER PAYMENT TERMS ccccccececeeceeeececeececeeaeceeaeceseeeeeeees 7 DEALLOCATION REASON CODES o oo ccc cececcececeeceeeeeeseeaeeneaeeneas 8 DELIVERY METHOD CODES a t 9 FIOM REASONS vere ts sees lora rota eee tee Mio adoos 10 LINE OF BUSINESS CODES sisters dani 11 LOST SALES REASON CODES custodiada 12 OPERATOR CODES od date awh Nee ote 13 PAYMENT TERMS CODES ses aia a cd 14 PRICE EXCEPTION CODES a nta tai 15 PRODUCT GROUPS aura iii its 16 PSYCHOLOGICAL PRICING 0 00 ccc ccc ccceceececcececcececceceseceeceeeeceeeecenes 17 RANGE CODE Suns con ei eta ne oes ews o 18 RETURNS REASON CODES paki a ido di d 19 SALES REPRESENTATIVE CODES aaanannnnnnannnnnnnrnnnnnnnnrnrrrrnrnrnrrrrnnne 20 STOCK ADJUSTMENT REASON CODES c ccc cecceceececeeeeseeeeeees 21 NPT CODE Sutton dete ue eee adit 22 VOS CODE Sete ne eee eee EE rr ee Cate 23 Customer File Maintenance trics a 24 GENERAL orante agrario onesie ergata ee 24 SPECIAL TER MSc doi 26 ADO RESOES reia ET Oe tee Cn ER anes an tees 2 VEHICLE DETAILS lt lt eis seats es eae oie nae ieee 28 BS KS BR ca en ne A 29 EXTRADETA ES
30. Disallow Discount aanpesves Pr Search 5 Usages 6 Bin Card Orders 8 Back 3 Fore10 Prev 11 Next12 1 Description These are the various selling levels that can be assigned to customers The first level is Retail which will be set to be VAT inclusive The other 4 levels will be set not to include VAT Note When choosing which selling price to use it is worth noting that if a supplier changes all their RRP s and or Cost Prices and your selling prices are based on NPP s it is likely you will have to amend them However if you selling prices are based on Disc or Markon the chances are that these will not need to amended Disc assigned to this level is based on the RRP less the discount If a figure is entered in this column the selling price for customers on this level is based on the actual cost price plus the Markon Price This is the price that will be charged for each level based on the entered Disc NSP or Markon Note it is only possible to enter one of these for each level This shows the actual margin that would be achieved if the part was sold at the RRP Price inc This is the price that will be charged for each level plus VAT VAT Selling If more than one supplier is present in the Cost Prices tab the system Supplier needs to know upon which RRP or cost to base it s prices The supplier to be used should be entered in this field This is the surcharge to be charged to the customer Sh
31. From Fart Product Group To Fart Range BATIO QB PART WITH A LONG DESCRIPTION 100 Only show m stock gt zero Number of Labels f None f One label per part f Labels for all parts Document Type GRN Mo ji Products Selected STANDARD GOODS RECEIWED LABELS You have the option to make the following selections Prime Supplier Enter the supplier code Product Group Enter the group Range Enter the range code From Part amp To Part Enter the part from which you would like to include to the part which you would like to include Note Remember that parts are justified from the left so 1000 would be sorted before 300 e Only Show Stock gt Zero This will only include part numbers that have stock greater than zero e Number of Labels None This will display parts leaving the Number of Labels column blank allowing you to enter the figures manually e Number of Labels One Label Per Part This will print one label per part number i e if you wanted to apply the label to shelf space and not actually on the part itself e Number of Labels Labels For All Parts This will look at the stock figure for each part and print the same number of labels e Document Type This gives you 3 options GRN Purchase and Invoice e Document No Enter the document number of the GRN Purchase Order or Invoice This will then print labels for the parts on the document e Select 2 This will display the detail
32. HLY SALES Reports Description Use al Name AO O MONTHLY SALES BY PART NUMBER EXCL 57C MSALES02 MONTHLY SALES BY CUSTOMER MSALESO4 MONTHLY SALES BY RANGE EXCL S C MSALES08 MONTHLY SALES BY SUPPLIER MSALES12 E SS Print 3 Choose your report by highlighting it and clicking OK 2 This will take you back to the first screen The report name will be in the Report Reference field click Display 2 and depending on the report you will have some options as shown below Selection Criteria Enter Group s Start Date End Date 9 Help 1 AFTER 91 reo AutoPart User Manual Choose your selection criteria and click OK 2 to load the report The report will then display and you have the option to print or save it to a csv file Report Generator j it Report reference MSales01 Title MONTHLY SALES BY GROUP EXCL S C MSALES01 tttttttttttttttttttttttttttttttt 16 00 55 13 Nov 2003 F x AUTOPART LITE E EXTERERERERE RE RE RE RE RE RARE RARA MONTHLY SALES BY GROUP EXCL SC MSALESO1 Enter Group s BAT Start Date ALL End Date ALL NovO3 Dct 03 SepO03 A2ugO03 Paging details MA Current 4 Exp CSW 6 Total Pages 1 Back 11 Fwd 12 AFTERS AutoPart User Manual LABEL PRINTING This option allows you to label your part numbers The labels are set to print part number retail price and description Selections Prime Supplier i
33. Select the Proposed Changes by clicking on it once Selected will appear in the Status column 2 Click the Amend 6 button to view the changes and make any changes if not correct 3 Select the OK 2 button or press the F2 Function Key to save changes 4 The Cancel 3 button will cancel any amendments and the Delete 4 button will delete the Proposed Changes Block Changes Description 2209 03 Nett Purchase Price SUP 1 07 10 03 Nett Purchase Price SUPO 1 Enter part to amend Search Prev l1 Next l2 AFTER 48 pion AutoPart User Manual BLOCK IMPORT The Block Import routine is used to import data from a text or csv file There are a number of options available within the Block Import procedure which will be covered in detail in this manual When you receive a floppy disk containing a file place it in the A drive We would advise that you then copy the file onto the hard drive as this will make the import quicker It will also allow you to keep the import files in one place for easy access You may need to look at the original data if there are any problems completing the import You may wish to set up a directory called C IMPORT to copy the files onto Block Changes E i File Selection amp Import Criteria File Mame fo Comma Delimited file Supplier Code SY Effective From 10 Mov 2003 Effective Until sd Import Options Add New Parts
34. T 12 AutoPart User Manual OPERATOR CODES The Operator Codes are needed to allow individuals access to the majority of the screens within AutoPart This is a required code and should be set up for all users To enter the codes 1 2 3 Enter the new operator Code up to 6 characters using either letters or numbers Next enter in the Description column the relevant name of the operator Select the Update 2 button or press the F2 Function Key to save changes Operator Codes File Maintenance Lno Code Description 1 Ad Andy Jarvis 2 a EA 5 JH John Hirst LE Lee Broad HC al Nigel Clemett AFTER 13 ci AutoPart User Manual PAYMENT TERMS CODES These codes are exactly the same as customer payment terms codes except that they are terms you have with your supplier To enter a Payment Terms code 1 2 3 Enter the new Payment Terms Code up to 3 characters Next enter the Description of the Payment Terms Enter in the number of days in Days From Invoice Date column if the payment is to be paid so many days from the invoice date Enter in the number of days in Days From Monthend column if the payment is to be paid so many days from the end of the month Select the Update 2 button or press the F2 Function Key to save changes Payment Terms Codes File Maintenance Lno Code Description Days from Days from Month End Invoice
35. _______________ To complete the transaction by the default method set in the Customer File Maintenance for example if the customer has been set to account then the Sell button will automatically produce an invoice CashSlip 4 To produce a cash slip Note that if the credit limit is exceeded by the AFTER 99 AutoPart User Manual Field Description transaction the Password Check box will appear Quote 5 To produce a quotation for customers Suspend 6 To suspend a transaction which will produce an advice note Message 7 To add or amend the Company Message which will print on invoices and cash slips Back Ord 8 To convert the transaction to a backorder Cash 9 To record a cash sale INQUIRIES This screen permits access to various inquires Point of Sale Customer ENT Pat Number fgarig Document Account Eng BinCar Branch Stocks Orders Quotations Sales History Stock Enquiry Suspended Trans Product Database Special Terms Usages Fart Description Qty Unit Ext Document 06 Jan 00 BATIO QB PART 18 63 50 308 00 HO501508 Field Descriptin ___________ access the Customer Alpha Search screen Search screen Display 2 To show transactions matching given criteria New Sale 3 To access the Customer Detail screen To access any suspended transactions Account Inquiry to As stated previously in Customer Detail and Product Details screen Usages
36. a customer This permits you to run reports indicating their customer s sales and also how much commission they are entitled to see Product Codes To enter a Price Exception Code 1 Enter the new Sales Rep Code up to 3 characters 2 Next enter the Description of the Salesperson 3 Select the Update 2 button or press the F2 Function Key to save changes Sales Representative Codes Fi le Maintenance 3 RP3 D Williamson a RPA K Sleight E PAE TCN A TEROA AFTERSOFT 20 APTEREe AutoPart User Manual STOCK ADJUSTMENT REASON CODES The Stock Adjustment Reason Codes allow you to add reasons against any adjustments you make to your stock in the Stock Adjustments screen To enter a Stock Adjustment Code 1 Enter the Stock Adjustment Code up to 2 characters 2 Next enter the Description of the stock adjustment reason 3 Select the Update 2 button or press the F2 Function Key to save changes Stock Adjustment Reason Codes File Maintenance Lno Code Description 1 j l STOCK CHECK 2 02 UNIT OF ISSUE CORRECTION 3 03 STOCK FOR INTERNAL USE _4 MS AFTER 7 pro AutoPart User Manual VAT CODES This allows different VAT Codes from the standard VAT rate to be entered i e exports They can be entered against a customer supplier or part number To enter a VAT Code Enter the VAT Code up to 2 characters Next enter the Description of the V
37. a description Ronge Codes File Maintenance Rar des File A afao O a 2 FILA AIR 3 FILF FUEL 4 FIL P POLLEN 5 Ld A ERDA OF AFTERSOFT 1 8 APTEROET 2 NN AutoPart User Manual RETURNS REASON CODES The Returns Reason Codes allow you to add reason codes when you are returning goods to suppliers Once again these can be accessed via reports for analytical purposes To enter the codes 1 2 6 Enter the new Return Reason Code up to 3 characters long Next enter in the Description column the returns reason description Enter Y or N in the Update Stock column if you want this return code to affect inventory levels Enter Y or N in the Old Unit Code column An old unit would be a part that a consumer has returned and would then in turn be returned to supplier Select the Update 2 button or press the F2 Function Key to save changes Returns Reasons Codes File Maintenance ae Update 5 Lno Code Description Stock Old Unit Code 1 j l INCORRECTLY SUPPLIED Y H Oe DAMAGED PART he N os WARRANTY PART he N 04 OVER SUPPLIED he N 05 5 TOCK CLEANSE Y N qe JO LO UNIT N Hi EEN AC G Helo Update Cancels Delete 4 Select Prntib AFTER 19 pipe AutoPart User Manual SALES REPRESENTATIVE CODES These codes enable you to enter your sales representative codes These will then allow you to associate a Sales Rep to
38. an be mandatory or optional depending on parameter settings Although if any message is entered in the Order Message field within Customer File Maintenance then this message will display if a sales order is created without an order number but if no message is entered there is no requirement for an order number Delivery Method Select a delivery method or route number Route Number Delivery Address If the customer has a delivery address and you wish to select this please click either Del Address 2 or Del Address 3 Customer s can have more than one delivery address just use the F2 and F3 keys to select the correct one You can add additional address or change an existing address on this screen if you need to Customer Notes This field will display any customer notes that are set up on the customer Additional Customer Information The following fields list additional information related to sales At any time these fields can be changed and updated This system will display a message box asking if you want to permanently change this information on the customer file AFTER 56 mec AutoPart User Manual Field Description Credit Limit Maximum Invoice Value Contact Sales Telephone Sales Fax Contact Accts Screen Options Account Inquiry To view the Sales Ledger Account Inquiry screen for any outstanding or paid payments Backorder Inquiry Allows the user to view any existing backorders for that customer C
39. at is available default value is 50 user can select this button so the stock sheets can be generated Clear Previous This will clear all the previous stock taking information This option is Stocktake 3 essential when a stock take is to be performed because if parts are already on stocksheets they will not be included on new sheets Note One of the most frequently asked questions to technical support is Why is part number XXX not on a stock sheet and the answer is usually because it is already on another one but which one Users can find this out by going to the Stock Sheet Data Entry third tab and tabbing directly down to the part number column without entering any sheet number Type the part number if it already appears on a sheet then a message saying which sheet number and which line number on the sheet will be displayed AFTER 82 AutoPart User Manual STOCKSHEET LISTING PRINT This screen will allow you to display the stock sheets that have been created and to print them Generate Stocksheets Stocksheet Listing Print Stocksheet Data Entry Update Stock Selected Operator Part Number Sheet Number Generated By Date Time Entered By Date Entered 51100001 L 13 11 03 10 49 09 E 51100002 LE 113411403 10 49 09 gt T 100003 LB 113411403 10 49 09 51100004 LE 1311 03 10 45 09 51100005 LE 13 1103 10 49 09 S it Help Set stock for counting Frinta S
40. creased this can be done together in the block change option It will also allow you to run detailed reports enabling you to discover which are your best selling products To enter the codes 1 Enter the new product Code up to 10 characters 2 Next enter in the Description of the product group 3 Now enter the Required Margins this is the minimum profit that you wish to make on that particular product group When any part from this group is sold you will be unable to sell it if the required margin is less then the percentage you specify 4 Enter the Commission Discount which is given to the sales or rep people To show this discount a Set up a Rep Code next to a customer in Customer File Maintenance b Every time a part that is in the allocated group is sold the Rep will be allocated the commission c To view how much commission each Rep is entitled look at report TRW42C 5 Enter a Nominal Code if needed 6 Enter Y in the Allow Import column to allow Import of parts within the group through Block Import routines allowing the prices and details of all the parts within the group to be changed during an update 7 Enter any extra information about the part in the Other Information column 8 Select the Update 2 button or press the F2 Function Key to save changes Product Grou ps File Maintenance Jequired Nominal Alb Magn Disc Code al pre trees I
41. cture the database in order to perform block changes easily Stock Take think about the way in which you want to count stock and the way it is arranged on your shelves AFTER 36 AutoPart User Manual PART NUMBER The Part Number Tab allows you to enter the part number and which group and range it is assigned to There is also a facility to enter the minimum and maximum of stock levels Product amp Price File Maintenance Y Alternatives 7 Suppliers and Y Selling Prices Oty Breaks Y Other YK Pieces Cross Cost Prices Information References a u Product Group Description y Range Code Date Setup 1 Condition Indicator Supercede To Stock Under Minimum Stock Umit of less Maximum Stock Location 49 yx GAMA2ZO e Qut Help 1 Ok 2 Cancel 3 Delete 4 Search S Usages 6 Bin Card 7 Orders 8 Back 9 Fore 10 Prev 11 Next 12 Description Part Number Enter the actual part number If you wish to search for an existing part number click on Search 5 This field is used for barcode numbers Product Group This field is used for ordering reports pricing Block Changes and Stock Taking procedures Each part number must be assigned to a product group although having a range code is optional any parts that have been block imported Condition This field can be set to the following Indicator D The part has been flagged for deletion N
42. d 3 Cost Details 4 Alts 5 Usages 6 Sales Graph Search 8 Back 9 Fore 10 Sales Graph 7 This will display the Stock Inquiry Sales Graph and also gives you the option to print as shown below Sales by Month D li Dec Jan Feb Mar Apr Muy Jan Jal Ang Sep Ori Hiv 4 amp i A Pi AFTER 77 ree AutoPart User Manual Stock Usage Inquiry This procedure displays parts usage over a 12 month period Either key in the part number or select Search 3 to open the part alpha search Prev 9 and Next 10 will allow you to view adjacent part numbers 4 es 2 SE ee Stock Usage Log Enter Part Number BAT10 Qe PART WITH A LONG DESCRIPTION Free Stock 2707 Year Jan Feb Mar Apr Avg Total 2002 ol al al ol ol ol al al ol ol ol Oo 00 2001 ol al al ol ol ol al al ol ol ol Oo 0 0 2000 ol al al ol ol ol al al ol ol ol Oo 0 0 Prev Next 10 Description Enter Part Number Enter the required part and press tab to display the usage details Enter year to show results from Cancel 200 AFTER 78 pipi AutoPart User Manual Bin Card Inquiry Bin card records are records of stock movements and are referred to as bin cards irrespective of whether actual cards are maintained separately from the computer system This procedure finds bin card records selected by part number It displays all movements recorded against a part number within a chosen history period Each stock movement has a
43. de and the name will auto fill Remarks To This is the remarks you make to your customer for example a date you said that you would contact them by Remarks From Information about the faulty part or a phone number which you can contact the customer Customer Ref If you credit the customer for the part this could be the credit note number AFTER 69 AutoPart User Manual Field Description The date that the customer was credited or not changed remember the codes was initially booked into stock AFTER 70 AutoPart User Manual Respecify Prime Suppliers This option can be run for an individual part number or a group It allows the prime supplier to be changed Respecify Prime Suppliers Product Details Part Number BAT1 0 Description QB PART WITHALONG Product Group BAT Process selected Group Range A Condition Indicator Supercededto 7 Supplier supo sid T Make selected supplier prime Mare Supplier Zero it Min Total Min Order Purchaze DCI IC O Price SUPO 44 56 0 00 map 0 1000 A o Fore Description On entry of a part number the relevant details will automatically display Process If you leave the part number blank to respecify for a whole group tick this Supplier Prime OK 2 Once you have okay d this information if you have selected one part then the system will ask would you like to save the changes click yes If you have respecified for a whole group
44. der Number If you know the order number enter it here Order Date This will list orders produced on the entered date Due Date If you entered a due date when creating the order it will list all orders with that due date All orders produced by the entered operator code Supplier All orders for the entered supplier All orders that have the entered part number Doc 6 To view a document highlight it and click on Doc 6 If you wish to amend an order click on Amend 9 The system will then take you to the following screen S AJ a 8 y AAA You can then amend the quantity field and the cost field Once you have made your changes click OK 2 AutoPart User Manual Goods Receiving Inquiry This enables you to enquire on your goods received notes Goods Received Enquiry Search Criteria Goods Received Notes matching Search Criteria GANNo foo GAN No Supplier Code Supplier Name EFN De Advice No Order 13 SUPO___ Supplerzeo SCS oiderDate C O Se SUP Supp Ze SUFO TF Zero 12 Mov 2003 Operator Supplier Fart f Sort by GAN Number 7 Sort by Supplier Code Sort by Date GAN Details GRAN Date 12 Nov 2003 is ia BATIO OB PART WITH A LONG DESCRIPT aC Advice No 15 Order Ho Order Date Operator E Supplier s UPO E upplier Zero Total Goods 0 00 Total Core 25 00 The search criteria works in the same way as the Purchase Order Enquiry Enter details to narrow down the list Again like the Purc
45. e you the option to print the order Fax 5 This button is used to fax the order through Faxman Transmit 6 This button can be selected to send the order via the modem Cut Off 9 To cancel the purchase order before it is sent select this button AFTER 67 Pp AutoPart User Manual Goods Receiving This option allows you to receive your goods into stock It will then delete the purchase order and create a goods received document which can be printed if required 5 00 ds R eceipt i Order Details Order Number HO 100051 uppler Zero Staton Road Advice Number eepcar Shefheld Operator 3D C Enter quantities manualy Date 12 Jan 2001 fs36250 f Recenve by exception nl fro Pa esa Rens Cost Totatcost 4 DOP12 0 00 0 00 3 VACTES HERMETITE RED 2 251 80 32 2 VAC164 LOCTITE4270 3 69 11 07 1 BAT10 QBPART 78 1000 780 00 Special instructions and information from Purchase Order Order Number Enter the order number or press the Search 6 to open the Purchase Order Search screen Operator Receive by If this option is chosen the received quantities in the goods received column Exception will default to the amount ordered allowing you to overkey the changes if some goods have not been delivered for example Enter If this option is chosen the received quantities in the goods received grid Quantities will be blank enabling you to add them all manually as you check
46. e tla Leena a 64 Surcharge Bank INQuiry ccoocccccccnnncoccnocononoconononanononannnonnnnnonannnnnannnnannnes 65 Fa oO a SES ti eee 66 Generate Purchase Orders c ccccccsseecceeeeceeececeeeecsuseececesseueesseseessagees 66 SUGGES IED ORDERS 1 E ee eee ee 66 PURGHASEORDER PROCESO N Gustas 67 CODI REC tia 68 RENS EO SUP ui 69 Respeciy Prime SUP Sa dira 11 Surcharges I MNOQUINY mirerien a a ete 72 Purchase Order Inquiry sete set a 74 GO0GS Receiving GUN necans isis 75 A e O A 76 JN A A tera Pee RU CER ane ee Rr eee ee 17 OCK MAUI e ere ae ess 77 SIOCK SACS MOU ouaa T gatactodesivieteceu hate 78 BC arnau aaemene neem ne AAMC Chenier entree NA Mee ma eens nan mma AMe ee ante na 19 SOCK AA e ese a eee ee 80 SOCK TAKING Stes ta tonto sg aaa seat eatadenntauns aa 81 GENERATES TOCKSHEE Dosis dali 81 gt POCKSHEET LISTING PRINT rta ia 83 STOCKSHEET DATA ENTRE e 84 VARIANCE REPORTS todos ts du uno c it ol 84 UPDATE gt OCRE 85 Min amp Max RecalculatiON oocococccoocccnccoccncconnnconcononanncnnnononnnnnonanenononos 86 PARAMETER Si o a dd dl alae 86 PART SELECTION tdci 87 VIEW AMEND RESUL TS las 88 REROR Po sa acai tea sae aban a acess eee Meaenea 89 PS OR O mane teint ois o ds 90 Eo piran a a S aati 90 REPORT GENERATOR cool 91 LABELPRINTING caiu aaa 93 DAVE ND 2 dois A 94 DAYENDRQUUNS Satan T has 94 MONTAEND ROUTINES usas adi call 95 AutoPart User Manual INTRODUCTION The AutoPart System is designed
47. ed for a comparison to the actual count quantity Display Free Choosing this option will mean that only the values counted on the sheets Stock in Count that differ from the values on the screen need to be entered Column Location Count Qty Key in the counted quantities against each part number Bin Card 4 To view the stock movement of the part number highlighted Record 2 To update the stocksheet when finished VARIANCE REPORTS When all sheets have been entered a stock take variance report should be produced to check the computer stock to the physical count This is done by going into the Reports menu choosing Load Reports and then run report 111 or 711n When variances have been checked any amendments can be re inputted using the Stock sheet Data Entry option AFTER 84 pn AutoPart User Manual UPDATE STOCK This option will adjust the live stock file by the difference between the computer and counted quantities A record of each adjustment will appear on the bin card Stock tak ing Generate Stacksheets Stocksheet Listing Print Stocksheet Data Entry Update Stock Start Sheet Number hi 00033 End Sheet Number f 00033 Stocksheets Awaiting Update Sheet Number GeneratedBy Data Entry By Dae Time Contents 100033 JD Field Description AFTER AutoPart User Manual Min amp Max Recalculation This option will automatically recalculate your Minimum and Maximum order points usi
48. ee 207 Ayr 5 Min 500 Location PO Gty 908 Range td 8 Mas 1000 Group BAT Show ALL Show All Quit Helps Pints Transa Seachd Back11 Fore 12 Type ADJ Adjustment Type CRN Credit Note Type ISS Issue Type REC Receipt Type REF Refund Type RTN Return Type SCR Suspended Adjustment Type STK Stock Take Type SUS Suspended Transaction AFTER 79 mpi AutoPart User Manual Stock Adjustments This screen allows you to manually adjust your stock Stock Adjustments Operator LB Reference Supplier Total Value Lno Part Number Description Min Max Cost Ho Stock Adj BATIO QB PART WITH amp LONG DESCRIP 500 1000 44 56 207 A A A O A New Stoc Adjustment Reasons OL TOCE CHECE O02 UNIT OF ISSUE CORRECTION 03 ETOCK FoR INTERMAL TEE Field Descriptinm ______________ Adj This will add the amount entered to the free stock total and calculate the new stock accordingly New Stock This will amend the stock figure to the amount entered Adjustment You must select a reason code for the adjustment Reason Remove 3 This will remove a line if you have made a mistake The line must be highlighted This will save the adjustments AFTER AutoPart User Manual Stock Taking The stock taking procedures must be carried out in a structured format Before start some thought must be given to the way in which you intend to count the stock i e by supplier group location range cla
49. efs Supp TE Bg Eneas p 4 65 00 76 1 80 21 83 25 97 al on m4 nn 3 n gt Stock From Free Stock 95 Locn AFTER AutoPart User Manual SALES Now that all General Codes have been entered and all parts customers and suppliers have also been entered you can now proceed to make a sales transaction The Point of Sale screen is split into 4 sections Customer Detail Product Details End of Transaction and Inquiries Point of Sale Field Definitions CUSTOMER DETAIL Customer Detail Operator Customer Order Number Route Number Bost Deas Erdal rensacion Y 3024 fo VAN Drop 3 Wednesday Customer Address MAM SOFTWARE LIMITED Delivery Address 11 Station Road Delivery addresses Deepcar shown in blue 530 950 Sheffield Vehicle Model Account Type D ACCOUNT Document Type INVOICE Credit Limit 5o00 8 860t Max Invoice Value 900 Contact Sales SUPPORT Telephone Sales 01142830742 Fax a Contact Accts M Sales Information liit ATi ATi CMT Corr ITA VAS PS ys ni AI AA Enquiries Cust Database BIHIS CUSTOMER Customer Notes Deliver at back door round side street Next 12 r ja Field _ Descriptim Operator Customer Order Number Enter the customer code or key in the first character s of the code Alternatively you can click the Search 5 button to open the alpha search screen This c
50. elect All Clear Prev 11 Nestle Description Operator Enter a selected operator in this field or select All Operators Part Number Keying in a part number and pressing TAB will give you the sheet number this part number has been allocated to Set Stock for If transactions have occurred between the time the stocksheets were Counting 2 created and the time of entering the actual date this option will update the quantities Print 3 To print the selected stocksheets If you do not need to print all stocksheets highlight the one s required and then press the Print button Select All 4 To select all stocksheets Clear 5 This will either clear selected sheets or all if required AFTER 83 pro AutoPart User Manual STOCKSHEET DATA ENTRY This screen will allow you to enter the physical count quantity from the stocksheet that is entered All sheets that have been generated must be recorded in this option even if no stock is found Note lt is not necessary to key in zeros Generate Stocksheets Stocksheet Listing Print Stocksheet Data Entry Update Stock Operator LB stock Sheet Number RAEE ENE Contents Display free stock W Display free stock in count column D Display location w Lro Location Fart Humber Count Qty Start Ote Description AHH 23 O BATTERIES 0 BAT 10 O 270 QB PART WITH ALONG DESCRIPTION 12 BAT 206 poo O0 BATTERY LHM Prev l1 Next l2 Description Stock This can be us
51. elf Edge If your system is set up for these labels it is possible to produce such labels Labels by clicking this button VAT Code Enter here the VAT charged for the part Disallow Entering a Y for yes will not allow you to discount the part in Point of Sale Discount AFTER 41 roe AutoPart User Manual QUANTITY BREAKS This screen allows you to enter a quantity of parts to achieve a set discount Product A Price File Maintenance Part Number Y Altematives Y Suppliers and Selling Prices Other Yki Pieces Cross Cost Prices Information References PartNumber__ Description Supplier Supplier Part Number Cost Price JBATIO 0B PART SUPO 10 00 40 00 2 Retail eN Remove Quantity Breaks LO i Quit Help 1 Back 9 Fore 10 Prew 11 b Description Field Brk Qty Enter in here the quantity that a customer has to purchase in order to receive a better price The price can be in the format of any of the given three Disc G O Mkon The price can also be set by selling level i e Retail Price 1 etc The price can also be set by selling level i e Retail Price 1 etc Remove Quantity In order to remove a break highlight the one to be removed and then Breaks click on the button AFTER AutoPart User Manual OTHER INFORMATION This screen allows you to enter miscellaneous information about the product Product amp Price File Part Number
52. er the branch for which the parts are to be ordered for AFTER 66 Pp AutoPart User Manual PURCHASE ORDER PROCESSING This procedure either creates a purchase order based on suggested orders from the previous screen or allows you to key in part numbers that you require This screen also allows you to create a Manual purchase order Puren ase Order Processing TA G r Supplier Details Oder Suro fannie Date i O Jan 2001 ac Tel number 0123 456789 Time 14 47 ion Min Order Yalue 10 00 Order method Currency Operator Due date 1636 250 Total lines on thes order 3 CIN A TIT BATIO n EB PART 10 00 78000 0 00 LOCTITE4270 _ 6 107 000 3 VACTES HERMETITE RED 32 S 8032 Special Instructions and Information Msg Goods Value 871 39 VAT 152 49 Net Value 1023 88 Gut Help Supplier If you are processing a suggested order the supplier name will be carried forward otherwise you will need to select a supplier Enter your operator code in this field At this point you can now add additional items to the existing order or if doing a manual order you can now enter the parts and quantities required You can also add a part number that may not be on the parts database If this is necessary Autopart will automatically add an asterisk prefix to the number OK 2 This button will create the purchase order and open the print screen to giv
53. f an existing part contains exactly the same information that is to be imported there is no need to import any details This reports the number of occurrences Import This reports the number of disallowed parts For example if you have Disallowed product and price data to import but you leave the Add New Supplier Cost Prices unchecked then import the actual NPP from the file you will receive errors in Import Disallowed These parts will therefore not be added to the database due to invalid characters in the price and cost fields etc OK 2 This will update the file If you have not sent it to Proposed Changes the system will update straight away AFTER 91 AutoPart User Manual MISCELLANEOUS This option allows you to do more Block Changes Block Changes Proposed Changes Block Import Miscellaneous Selections Prime Supplier a From Fart Froduct Group To Fart Range Options Block Part Number Transfers Block Part Number Transfer Replace Add Delete Change Supplier haa a Fenosa o Supercessions amp Deletions Replace All Occurrences Replace with enter text or leave Blank i Prefix amp Sulfites Add Prefix Add Suffix Transfer parts with condition indicator Create Supplier Cross References for supplie Parts Selected Farts Transferred Invalid Fart Humber Allow Spaces in Part numbers de Prey 1 Once again you need to enter your search criteria as
54. fault group instead You may then allocate groups accordingly at a later stage Note You must make sure the default group is set up in General Codes File Maintenance AFTER 49 AutoPart User Manual Field Description New Part This field allows you to enter a range code This field is NOT mandatory Range Code Note The range code has to be set up in General Codes File Maintenance first If the part requires a prefix or suffix use these fields This will result in the Prefix Suffix prefix or suffix being added at the point of import Update Existing Checking this box will allow the update of any details to parts that are held Parts Product on the product file i e group description range etc Details Add New This will add new cost price information only if the part to be imported Supplier Cost contains the same supplier on file If the supplier on file is different the Prices information will not be imported Use Supplier This will allow update of the part numbers where the supplier s part number Part Numbers matches the number from the disk As long as the supplier codes are the same Import as This will allow you to view the changes additions to the data before Proposed updating the system Using this option will double the time taken to Changes complete the import but it is extremely useful as a failsafe mechanism This will take you though to the following screen shown below Block Changes a File Selection am
55. fore sales purchasing and stock can commence Within the Database menu are multiple maintenance screens that must be completed ATWO ALA A BRDA OF 2 AFTER ONO AFTERSOFT a AutoPart User Manual General Codes File Maintenance These are the codes that are set up to allow information to be entered quickly and efficiently They represent for example Operators Product Groups Areas etc They are usually set up as numbers or initials so they are easy to remember However throughout all the screens in AutoPart if a code is needed and you cannot remember the code you can do an Alpha Search Accessing General Codes Start Autopart from the desktop and select the Database menu Select the General Codes File Maintenance option In this option the codes will be displayed To select a code highlight a code using the mouse or arrow keys Then press Enter double click the mouse or press the OK 2 button a da General Codes File Maintenance Customer Payment Terns Hold Reasons Lost Sales Reason Codes Operator Codes Payment Terns Codes Product Groups Psychological Pricing Range Codes Returns Reasons Codes Stock Adjustment Reason Codes Some of these codes are required within the system they are Credit Reason Codes Operator Codes Returns Reason Codes Stock Adjustment Reason Codes and VAT AFTER AutoPart User Manual AREA CODES These codes can be set up as you prefer either by p
56. formation Address Contact Detaile if bccourtNo JO Phone Sales Contact Name Fax Phone Account 2 Contact Fax y Acct Name Post Code Bank Acct o Factor Acct Sort Code BACS Payment 7 Created Amended Remittance Required Account Details Minimum Order Value pp Nominal Code Minirmam Boxes Required Credit Limit Camage Charge nn bib Settlement Discount VatCode 1 Standard M PvX MDG gt Help DK 2 Cancel 3 Delete 4 Search 5 Acct 6 Orders Back 8 Fore 3 Frev 11 Newt 12 ACCOUNT DETAILS The first section allows you to enter the address phone and credit details and also place any bank details Filid Description ________ printed on purchase orders or remittances Contact Details This section holds details of phone numbers contact names and fax number This field is required if payment is sent automatically through BACS Bank Acct This is the Bank Account used if the payment is sent automatically through BACS Sort Code Enter the Sort Code in this field if payment is sent automatically through BACS BACS Payment If payment is sent automatically through BACS then the supplier s bank name account and sort code will need to be entered You must also flagged this box and whether or not a remittance is required Remittance Select if a remittance is required if payment is sent automatically through Required BACS
57. ges that the computer has re calculated using the parameters set You can amend the Minimums and Maximums by highlighting the lines and manually typing a different figure You can also remove lines from the grid using Remove 4 Also you do not have to view all proposed changes only the exceptional ones by ticking the box towards the bottom of the screen You can then choose your own percentages Minimum and Maximum Recalculation Parameters Part Selection View Amend Results Reports AHH123 BATTERIES eo Se Se ee A BATTO BPARTWITHALONGDES 04167 500 1000 11 T Percentage increase to regard as exceptional Percentage decrease to regard as exceptional O E Print Stock Seanch 6 Prewe11 Next l2 Field Description EA changes in grid meea OO regard as exceptional regard as exceptional This button will update the stock file with the proposed changes AFTER 88 pens AutoPart User Manual REPORTS This screen enables you to print off two reports based on the previous screens Minimum and Maximum Recalculation 89 FA AutoPart User Manual REPORTS The load reports option can be used to produce a variety of reports for business use The reports are based on the information Autopart creates and the information you have inputted into the system With this in mind please remember that the reports will only be accurate as the data that you maintain Load Reports The Report Generator
58. h for a particular value within your chosen field and change the ones with that value only e Firstly select the field that you wish to change e Select the From Value box and enter the value that you wish to change and search for AFTER 46 AutoPart User Manual Field Description A ly Se Tne rem HO _change to Decrease amount Psychological This option together with the Psychological Codes set up in General Pricing Codes File Maintenance will allow you to change le VAT Inclusive Retail field This will allow you to change any retail price within a range that you have set to a psychological price This will copy one field value or information to another selected field Selected Fields C New Value Replace From To Cost Supplier 7 C increase C Decrease Purchase Discount Purchase Unit of Issue Purchase Unit of Measure Condition Indicator Range Code Description Recommended Purchase Price _ Level 1 Discount Copy Retail Discount Level 1 Markon Retail Markon Level 2 Discount C Psychological Pricing C Amend Selected First select the field that you want to copy the values from in the Copy From grid Then select the field that you wish to copy the values to in the Copy To grid Amend This option allows you to select fields that cannot be changed to the same Selected value within Block Changes for example mins and maxes and locations It allows you to choose yo
59. hase Order Enquiry if you would like to view a particular goods received note highlight it and click Doc 6 AFTER 75 iiae Returns Inquiry AutoPart User Manual This allows you to enquire on any returns notes created Returns Enquiry Search Criteria Returns Notes matching Search Criteria Retun No PT Date RE100001 SUPO Supplier Zero Operator Supplier Part e Sort by Return Number Sort by Supplier Code Return No Supplier Code Supplier Name C Sort by Date 12 Nov 2003 Return Details Return No RET 00001 Date fi 2 Nov 2003 Description QB PART WITH 4 LONG DESCRIPTION Value Total 1 Operator LB is UPO Supplier is upplier Zero Total Goods Value 44 56 Omit Completed Logs a s Stock POEng 8 Amend 9 Like Goods Received Note and Purchase Order Enquiry enter details in the search criteria to narrow the search down otherwise the system will display all returns notes Again like the other enquiries you can view a particular document by clicking Doc 6 or you can amend a returns note by clicking Amend 9 which will take you through to the Returns to Supplier screen After making any amendment on the Returns to Supplier screen click OK 2 76 AFTER AutoPart User Manual STOCK The aim of the Stock taking procedures is to enable stock to be counted quickly and accurately This procedure is straightforward but nevertheless it
60. iVX Ba ay 9 4 Quit Helpr1 OK 2 Cancel 3 Reject All 4 Search 5 Complete All GR Eng 8 Message 10 Field Description Returns Note If you are entering the return for the first time leave this blank When the returns note is created a document number will be assigned to it Enter your operator code Invoice Number This is a reference box only and can be left blank You can enter the customer s invoice number from the invoice you provided when you sold the part or the supplier s invoice number to you Collection Note This is a reference box only and can be left blank This could be the kia collection note your customer or you provided when your driver collected the faulty part or the collection number that your supplier supplied This is a reference box only and can be left blank The returns note Returns Note number that your customer has sent to you These fields will auto fill when you have created the returns note Time Created Supplier Code Enter the supplier code and the name will auto fill This can contain the reasons for sending the part back to the supplier This is a reference box containing the remarks from the supplier i e if they have credited you the amount or sent a new part When or if you are credited this box is for the credit note number from your supplier The date that your supplier completed the return either by crediting or rejecting the return Customer Code Enter the customer co
61. il Selected Fields f New Value Replace Result field different to Select field From To Cost Supplier O increase lt Decreaze Select field Barcode Box Quantity Condition Indicator Description Level 1 Discount C Copy Level 1 Markon Level 2 Discount r 6 Amend Selected Hew Value C Psychological Pricing gt Searchh Next 12 Filid gt Descriptinn o From Part To narrow down even further enter the parts from and to here Note The system holds parts in alphabetical order from left justified For example part 12345 would be sorted before 345 you can check the details in Proposed Changes before you run the update MA A Effective From This is the date that your changes will take place This enables you to set up Proposed Changes that are not due to happen for a week or so All you do is enter the correct date here Note A setting need to be added in the Dayend for this to work please see your trainer This is for promotions that last for a limited time only Note A setting need to be added in the Dayend for this to work please see your trainer New Value This option will replace an old value with a new value Remember this is a Replace replacement not an accumulation Therefore if you wish to change a percentage from 20 to 50 you would enter 50 or if you wish to change number from 5 to 10 you would enter 10 From To This section acts like another search criteria allowing you to searc
62. lighted in blue and then click on Bincard 5 Usages 6 This option allows you to view Usages information You need to click on the part entered in either of the boxes that you wish to view make sure it is highlighted in blue and then click on Usages 6 OK 2 This will save the changes and will transfer the stock of the superseded part to the new part number AFTER 53 pips AutoPart User Manual Messages File Maintenance This option will allow you to add a message on every document that is printed to your customers Printing on specific documents All you do is type the required message give ita name and press OK 2 You will need to give ita name such as INVOICE CASHSLIP which will be the same as your spec names You will find these names in the Printers Assign Defaults option and they are held in the left hand column Messages File Maintenance Message Name JINVOICE TYPE THE NEW INVOICE MESSAGE HERE YIA MESSAGES FILE MAINTENANCE a The above message will only print on invoices and not other documents Default message on all documents If you would like a message to appear on all documents to your customer then you would name it DOCUMENT AFTER 54 pro AutoPart User Manual Password Setup This option allows you to override certain procedures that are not permitted as standard MAM Ret Description Password Customer Account Enquiry LITE TOICC Disallow sale no cost information available LITE
63. movement type which indicates the reason for the change in stock levels You can reduce the number of movements displayed by choosing to display only one type and by selecting the check box you can display cost details To view other part numbers select the Back 11 and Fore 12 buttons To view details of any transaction double click or highlight and press Trans 3 which will show details of all stock movements associated with that event Bin Card Enquiry Part Number BAT10 Description QB PART WITH A LONG DESCRIPTION iI AcctO per Ref In Out Balance Type Opn Cost Tm Cost Cle Cost Pet A001 INT 000021 1 x ISS 44 56 44 56 44 56111 230ct 03 A00 100003 1 2 95 55 44 56 44 56 44 56 24 Det 03 A00 I N100004 1 1 94 55 44 56 44 56 44 56 24 Det 03 A001 CR100003 1 1 95 Fi EF 44 56 44 56 44 56 11 Now 03 A001 M100006 1 1 94 55 44 56 44 56 44 56 2332 11 Now 03 TRADE 100007 11 1 93 55 44 56 44 56 44 56 11 Now 03 PAYLATER 100008 1 1 92 55 44 56 44 56 44 56 4423 12 Now 03 SUPO 1 24 808 900 Re 44 56 44 56 44 56 112341 12 Now 03 SUPO 1 341 808 1708 RE E 44 56 44 56 44 56 1234 12 Now 03 SUPO 1 441 1000 2708 RE E 44 56 44 56 44 56 1223 supo REWOOON J 207 ATN 4455 4456 4456 4 Click on or press ENTER on a line to display document 14 records selected Product Details UOI EACH Fr
64. n the previous section Rep Code This is the Salesperson Rep associated with this customer AFTER 24 AutoPart User Manual Field Description Vat Code Enter the appropriate VAT Code for this customer Currency Code Enter the appropriate Currency Code for this customer if it is different then US Dollars stmt Acct For multi branch users If you send out invoices to all branches but would Mu only send a statement to Head Office then the Head Office s customer code would be entered here Ledger Type A mandatory section indicating how the customer pays either by e Account pays some or all of the account at a particular time e Paylater pays the full amount at the end of the week for example e Cash for customers that pay straight away e None for IBTs Inter Branch Transfers which are not applicable at the present time Possible future development Means that no payment is made Document Type This lists the type of document that will be printed out during a sale e Invoice this will print out an invoice when a sale is made e Cashslip to print a cashslip for cash customers Selling Level These can be set as you choose but the main ones are Trade Retail and Wholesale There are also levels such as Current Cost which is for all internal branch transfers so if the parts are transferred they are transferred at cost price particular customer Cost Supplier If one customer allows the same sort of paint
65. nformation BATTERIES 10 00 0 00 Y BRAKES 7 50 0 00 FILTERS 15 00 0 00 SERVICE KITS Jao 200 New Import Group 1300 5 00 Description SPARKPLUGS 200 jom 1200 000 10 00 0 00 0 00 0 00 ha las las la EE Yx G amp S G t Hel Update Cancel Deletes4 Select 5 Print 6 AFTER 16 pps AutoPart User Manual PSYCHOLOGICAL PRICING This option allows you to create psychological pricing i e rounding prices to 9 99 You must set the codes and then run a routine in Block Changes for this option to be carried out To enter the codes This example is based on changing prices to 9 99 anything between 9 90 to 10 10 In the From Value column enter 9 90 In the To Value column enter 10 10 In the Round To column enter 9 99 Select the Update 2 button or press the F2 Function Key to save changes TAN Psychological Pricing File Maintenance Lro From value To value Round To 1 s 1 393 2 83 A 8 99 a Jas 701 Ee The routine in Block Changes would then need to be carried out please see the Block Changes section for more information AFTER 17 pions AutoPart User Manual RANGE CODES The Range Codes are for breaking the product groups down into smaller groups or for banding product groups together Once again these can be set how you wish or not at all All they consist of is a range code up to 10 characters and
66. ng the sales history and parameters that you set within this screen This process can then be run monthly for example with the same parameter settings This screen is split into 4 sections Parameters Part Selection View Amend Results and Reports Minimum and Maximum Recalculation Parameters Part Selection 1 AE Views4mend Results Percentage of average monthly sales to use as maximum Percentage of maximum to Use as minimum Number of months usages to use for calculation Usages over period above which to keep one in stock Usages over period below which to not recalculate PARAMETERS Percentage of Average Monthly Sales to Use as Maximum Percentage of Maximum to Use as Minimum Number of Months Usage to Use for Calculation Usages Over Period Above Which to Keep One in Stock Usages Over Period Below Which to Not Recalculate Pollo Prew 11 Nestle Description If you add 100 in here the computer will read all your sales over your selected period to calculate the maximum Example If you use 12 months history to calculate your max you sell 240 of a particular part a year and you add 100 in this box the max will be calculated to 20 the average monthly usage of the part If you put 50 in this box the max would be 10 This will be the percentage of the calculated maximum Example If the max is 20 and you add 50 in this box the minimum will be 10 This indicates the amount of
67. of days in Days From Invoice Date column if the payment is to be paid so many days from the invoice date Enter in the number of days in Days From Monthend column if the payment is to be paid so many days from the end of the month Select the Update 2 button or press the F2 Function Key to save changes Customer Payment Terms File Maintenance Lno Code Description Days from Invoice Date 1 30 30 DAYS FROM INVOICE DATE 30 2 30M 30 DAYS FROM END OF MONTH 30 ES 45l 45 DAY S FROM INVOICE DATE 45 4 45M 145 DAY S FROM ENO OF MONTH 45 5 KOl 60 DAYS FROM INVOICE DATE 60 6 60M 60 DAYS FROM END OF MONTH 60 r Fl 75 DAYS FROM DATE OF INVOICE 75 E 75M 75 DAY S FROM END OF MONTH 175 a 301 90 DAY S FROM INVOICE DATE 90 10 90M 90 DAY S FROM END OF MONTH 30 EE Days from Month End AFTER AutoPart User Manual DEALLOCATION REASON CODES The Deallocation Reason Code enables you to add reason codes for when you are deallocating Sales Backorders Picking Lists To enter the codes Enter the Deallocation Code up to 3 characters Next enter the Description of the deallocation reason Enter Y or N in the Place on Backorder column if the part needs to go back onto Backorder 4 Enter Y or N in the Update Usages column to update stock usage 5 Select the Update 2 button or press the F2 Function Key to
68. ostcodes areas of the country or your surrounding areas They enable you to run reports for analytic reasons They also give you the opportunity to cross reference the areas with the deliveries If you continuously have several deliveries per day to the same area you can organize them more efficiently so that only one delivery is done per day Area Codes File Maintenance South London North London West London East London AFTERSOFT a O 4 APTA AOL AutoPart User Manual CREDIT REASON CODES The Credit Reason Codes enable you to credit your customers for returned goods to enter the codes take the following steps 1 Enter the new Code up to 3 characters 2 Next enter the Description of the credit reason 3 Enter Y or N in the Update Stock column This is to decide to update or not to update your stock 4 Enter Y or N in the Overcharge column to determine if the reason for the credit is because the part was overcharged or not 5 Enter a Handling Charge in the last column if there is a charge for returning goods to the appropriate reason 6 Select the Update 2 button to save changes Credit Reason Codes File Maintenance Update tock 1 0 FAULTY PART SUPPLIED 0 00 2 02 WRONG PART SUPPLIED y E 0 00 BENI CHOICE OF PARTS SUPPLIED E N 0 00 4 04 PART BOXED INCORRECTLY Y N 0 00 5 05 PART DAMAGED Y N 0 00 6 06 WARRANTY Y N 0
69. p Import Criteria File Name C Documents and Settings Administrator DesktopiBAT Comma Delimited fle y Supplier Code ET SuppierZerma SS Effective From 10 Nov 2003 Effective Until Import Field Definition BAT1O Omit Field NOMBER 10 BATTERY Omit Field Parts Imported Mew parts added Existing parts modified Error in part number Not Imported Due To ad No change in data Walidate Second Record Part number curently Updating Import disallowed Problems AE 4 4 uit Help 1 Oke Cancel Search S Prev11 Nextel2 The Import Field Definition grid will display all the fields contained in the file Use the drop down box to select the field definition on each of the lines On the example above you would select Part Number for the first line and Description for the second line Validate Checking this box will automatically display the second record on the file second Record This should be used if record one has the header information against it Total Parts to This displays the number of parts that will be added to the database Import New Parts This is the number of new parts that have been added Added Existing Parts This indicates the number of parts that have been updated Modified Error in Part This will report the number of errors in the part number only This may be AFTER 90 AutoPart User Manual Field Description Spaces in Part Numbers has not been checked No Change in I
70. pecify that for Dana i e use option 2 leaving the rest to process very quickly using option 1 Order Code When the Retreive F10 button is clicked in Suggested Order routine and the Suggested Order Search screen is displayed it is possible to enter an order code to display only those suppliers with that code The order code may be set up in any of the following ways MON Selects all suggested orders where the supplier code MON in the Code field Monday Orders JBMON Selects all suggested orders where the supplier code has JBMON in the Order Code field Monday orders for JB 3 Selects all suggested orders where the supplier code has 3 in the order code field Day 3 orders Please note that in order for this work correctly your system must be set up for orders to be generated overnight as part of the dayend routines AFTER 34 appara AutoPart User Manual Field Description Supplier Account This is the number that the supplier knows YOU as on their system No Currency Code This field holds the foreign currency code Lead Time This field holds the number of days from the day the goods are ordered until delivery ADDITIONAL INFORMATION This screen allows you to enter additional details notes order method details and the option to enter e mail and web addresses as shown here Supplier File Maintenance Miscellaneous Additional Information Additional Details To add any additional details for su
71. pplier Order Method D etails Anything written here will show on the Purchase Order Processing screen e mail Addessfsupport mamsoft co uk Website www mamsoft co uk swap Tets 10 U Y XA QM A gt Qut Help OK 2 Cancel 3 Delete Search S Acct 6 Orders Back 8 Fore 3 Prew 11 Mel This field contains additional notes details on the supplier but is note Details displayed on any screen but the Additional Information Tab the Purchase Ledger Method Details screen e mail Address This is the Supplier s E Mail Address This is the Suppliers Website Address Swap Tels 10 AFTER 35 Pp AutoPart User Manual Product amp Price File Maintenance Product amp Price File Maintenance allows you to enter parts and their details The screen is split into 8 sections Part Number Alternatives Suppliers amp Cost Prices Selling Prices Quantity Breaks Other Information Kit Pieces and Cross References lf you are manually keying in your product database some thought must be given to the way in which it is constructed Important considerations are Purchasing amp Reporting many reports are produced by group supplier and range Think about how best to arrange your database and produce meaningful reports and to order products Pricing many discounts are based around group supplier and range Make sure you know which parts will be affected Price Updates what is the most efficient way to stru
72. riginal part number Description This is the description of the alternate part number This is the Supplier you can order this alternate part number from Supplier Part This is the supplier s part number for the alternate part number This field Number allows the alternate to be shown on your system but reference the supplier s part number so there is no confusion when ordering Cost Price This is the Cost of the Alternate Part Number Oneway Link If this box is checked it will cause the alternative to operate only one way alll For example BAT101 is an alternative to BAT10 but a BAT10 is not an alternative to BAT101 Remove Clicking on this box will ask you if you wish to delete all alternatives Alternates AFTER 38 rep AutoPart User Manual SUPPLIERS AND COST PRICES This screen allows you to enter a number of suppliers that supplies the part plus costs Product amp Price File A nal r A Part Number Y Altematives mates Y Y Selling Prices ling Prices Y Oty Breaks Other Kit Pieces Cross e in References Part Number Descript pplier Part Number Cost Price IBAT10 T PART oe a k ee 00 Scho 20 001 Tor 2 23 00 500 Remove Cost Prices Respecif Pine Suppliers 492 v x q A A O E Quit Help 1 Ok 2 Cancel 3 Deleta 4 Search 5 Usages 6 Bin Candi Oiders 8 Back 9 Fore 10 Prev 11 Next 12 Description Field Supplier Enter the supplier s code from
73. s EwtaDetas 1 Account No rs Terms As Phone Sales Hame P Title 3 Contact Fax Sumame i Forename o 4 Address Phont ps Contact Fax Area Code Post Code Date Created a E iel Date Amended Rep Code Wat Code 1 Standard Ledger Type ET Credit Limit EJ Curency Code Document Type INVOICE Min Inv Efe Invoice Fregh SelingLevel 7 Trade Malwee Stmt Acct Nominal Code 7 Payment Terms Simt Frequency M Monthly Cost Supper Amend Stop a vy XGMDEDe 2 Qut Help 1 OK 2 Cancel 3 Delete 4 Search 5 Acct History Codes 8 Back 9 Forefi0 Prey 11 Mext 12 GENERAL The first section General allows you to enter the address phone and credit details and also the type of payment customer they are Below is a list of field definitions eo Description i ot No Enter the customer code using an alphanumeric code that yourself and others can remember easily Terms As This is a time saving tool If you have more than one customer with the same payment and pricing terms then you can put their customer code in here and it saves you entering all the same data twice This is especially useful for multi branch customers Contact Details These fields are the customer s phone numbers and contact information for the Sales Desk and Accounting This is the Area Code created in the previous section LoB Code This is the LoB Code created i
74. s according to your selection criteria e Print 4 This will then print the labels AFTER 93 appara AutoPart User Manual DAYENDS DAYEND Routines A dayend routine collects all the data since the previous dayend and produces reports The dayend reports are stored on the computer s hard disk for as long as required and can be reprinted whenever necessary However when they have been cleared down it will no longer be possible to reprint them Dayend oe _ Select Option to RePrint the Dayend Dayend Starting Time TILLSUM TILL VALUES EY TYPE TILLSUM UNPAID CASH SALES UNPCA5H Ledgers Update Update Customer Balances Dayend Update ie Dayend Summarys Select Option to Run the Dayend If this item is selected by clicking Dayend 2 will run the dayend Select Option to Reprint the Dayend This will reprint the dayend reports and you will need to select the date so the system knows which dayend to reprint By checking this box the date field will appear as shown below Click Reprint 2 to reprint the reports Dayend Routine f Select Option to Run the Dayend a Dayend Rep Dae AFTER 94 pn AutoPart User Manual MONTHEND ROUTINES A monthend routine runs the dayend for the current day and also any extra monthly reports The reports are also stored on the computer s hard disk for as long as required Again these can be reprinted but if they have been cleared down you will no longer be able
75. screen in the Supplier File Maintenance program gives the chance to enter several extra options regarding the supplier Supplier File Maintenance Account Details Y Rep amp EDI Information Miscellaneous i Additonal Information Miecellaneous lt EC Or Price Print Details 5 Currency Code Invoice Frequency Lead Time i Number of days Supplier Account No 7 YA UA A e Quit Help 0K 2 Cancel 2 Delete 4 Seaich 5 Acct 6 Drders 7 Back 8 Fore 3 Prev 11 Next 12 Field _ Description Price Print Details This field is under development Invoice The Invoice Frequency field can be optionally only set to S This forces Frequency the suggested ordering routines to use the STOCK table for that supplier rather then MVPR When typing a supplier into suggested ordering there are two ways of identifying the parts to order 1 Take the typed supplier and get each MVPR record then look at the stock record 2 Look at all the stock records in turn seeing if any relate to the required supplier If the majority of your parts are sourced from one supplier like Motaquip Dana or Unipart then the 2 option is faster there ought to be far fewer stocks records then MVPR records since there would be one MVPR record per part number whereas there would only be a STOCK record where there was some stock or a max There is a parameter which you can set to say always do option 2 but this S allows you to s
76. ssification cyclical or combinations of the above The screen is split into 4 sections Generate Stocksheets Stocksheet Listing Print Stocksheet Data Entry and Update Stock Stocktaxing PRS pee ee Pam Stock sheet Listing Print Stocksheet Data Entry Update Stock Operator TT hi wo Condition Indicator y Supplier M Select onb with Prime HS an Cyclic E a na Ran of parts to be Os selected Classification a Location From ooo Ta E Select only parts wath a location Location Pretix gt gt Select only parts with a Min Max T Part From To Piin parte flanged N E Sort by Page Break by Page Break Parameters Sort parts LEFT justified FT Exclude parts with zero min max and stock lt 1 7 Mult Locations E Exclude parts with zero stock Exclude parts with zero min max and zero stock D Lis par page 50 Include superceded parts Exclude parts vath no usages and zero stock E a a2 3 Generate Sheets Clear Previous Stocktake 3 Search 4 Next 12 GENERATE STOCKSHEETS This screen will allow you to generate the stocksheets by a selection criteria but first you MUST clear all the previous stock taking information by selecting the Clear Previous Stocktake 3 button Enter Selection Criteria Decide on the method in which to count the stock It is possible to only include the following Indicator with a location Select only parts with a Min Max
77. ter order number in Point of Sale message Additional Information and reference for this screen anly Information Statement Message for customers statement message Cust Grading a De gt OK 2 Cancel 3 i Search 5 Acct 6 eo Codes 8 Back 9 Fore 10 Prev 11 Next 12 Field This field holds General Notes seen in Point of Sale and the Sales Ledger This field will print a This fed wil print a message on the Customers Invoice on the Customer s Invoice eA Order Message Information Customer File Maintenance Notes screen Message Cust Grading AFTER 20 re AutoPart User Manual EXTRA DETAILS The Extra Details screen allows you to set up separate surcharge statements and other various options Customer File Maintenance cereal SpecsiTems Adterses Vehicle Detas Yes EEE m Surcharges 515 Account cus TOMER Surcharge Code rgy mrmi f M Special Settings Do not update r Point of Sale m usages Auto Return No Backorders M NoMal T Pricing Details End Of Transaction None 1 J MA vxX GZAMADED gt Quit Help OK 2 Cancel 3 Delete 4 Seatch S Acct 6 History Codes 8 Back 9 Fore 10 Prew 11 Ne Filid __ Descriptinm _____________ SIS Account Surcharge Invoice Separate this box can contain a customer code so when selling a surchargeable part to a customer the surcharge will appear on a separate invoice as long as S SIS is in the
78. the system will ask process all parts in group click yes and the system will update the changes AFTER 74 pia AutoPart User Manual Surcharges In Inquiry This option allows you to produce a report by supplier and or part number showing the quantity and value of surcharges in remove items from the surcharge screen up to a certain date and display details of returned units as well as outstanding items Surcharges In Enquiry Supplier SUPO Mame Fart Number BAT10 Description QB PART WITH A LONG Part Group fo Description Range Code Description Display all Y 14 1 12233454 12 11 03 BATIO 1000 1211 1234567 12 11 03 BAT10 1311 1234567 12 11 03 BAT1O Field Description __________ Remove 6 There are 2 ways to remove the surcharges from inventory In Block Without entering any quantities click the Remove 6 button you are then asked to enter a date Please enter the date you wish to remove items up to Cancel TAN After entering the date and clicking OK you will be asked if you are sure click yes and the outstanding quantities will be removed for the selected items This will result in the lines being deleted from the grid Individually In this instance simply enter the quantity in the No Return column next to the appropriate part s Enter the values to return Click Return 2 and the Returns to Supplier screen is displayed with a number AFTER 12 AutoPart User Manual
79. tion Location Minimum Stock 65 Average Cost 45 19 Write off 0 Free Stock 5 Maximum Stock 130 Seling Supplier SUPO Physical Stock 5 Untofissue EACH Seng Cost 10 00 Purchase Order Qty 0 Back Order Qty Surcharge in 0 00 Suchout 0 el Order Quantity Restrictions oo Soe ee 12 00 Charlene Extra Product Fields E EL Part No OB _ 15 28 Trade 16 45 Retail 27 APA i wed o Qui Help 1 OK 2 Bin Card 3 Cost Details 4 Alts 5 Usages 6 Sales Graph Search 8 Back 9 Fore 10 PO Eng 11 Usages Usages To view the monthly usage over the last 12 months Xref Customer Will give you the part number description as the customer knows it Xrefs Supplier Will give you the part number description as the supplier knows it END OF TRANSACTION This screen allows you to end the transaction and create the appropriate document type either an invoice cash slip suspended note or a quotation Point of Sale Customer Detail Product Details End of Transaction Enquiries Special Instructions Default Message Additional Customer Information Current Transaction Details Customer MAM Name MAM SOFTWARE LIMITED Account Type ACCOUNT Date 03 01 01 Goods Selling Level 1 Trade No of items O Wal Default Document Type INVOICE Total Weight 0 00 Total Quit Help Selz lrvone 3 Cash5lip 4 Quotes Suspend 6 Message BackOrd 8 Cashi9 Prer11 Nxt 12 Field Descriptimn_
80. upplier Code SUPO Name Supplier ero Description GOOBS Goods Petty cash amount for which details are unknown lo oo VAT Prewr11 Next 2 Field Total Amount Key in the total amount To add money to the till key in a negative amount Petty Cash Enter the supplier description and goods amount The system will then Details automatically default and ask if the value includes VAT Pressing yes will fill in the VAT and Total fields Press OK 2 to complete Details Unknown If petty cash details are unknown key in the value in the Total Amount field and press OK 2 The amount will then show in red AFTER 64 pro AutoPart User Manual Surcharge Bank Inquiry This option allows you to inquire about any surcharges that have been charged to the customer or just banked for reference Operator LB Customer 4001 ACCOUNT CUSTOMER Total charged QO Part Number BAT10 aB PART WITH A LONG DESCRIPTION Show lines before Group by Part Show History Part Number Core Cat and Description Value ae Y Total Credited Credit s IINT000061 BATIO BAT10 QB PART WITH A LONG DE 10 00 1 10 00 ol B Value Gt Description Operator Enter your operator code in this field Customer Enter the Customer code in this field Part Number You can enter in the part number of leave this field blank Display 2 Click this once you have made the relevant selections You can remove these units by pressing Select 4 and Remove 6
81. ur options enabling you to make a list which you can amend manually Selected Fields C New Value Replace C From To Cost Supplier i EES C increase Dectease Select Fields Status 2 Sort Order Part Number Purchase Discount 7 escription Purchase Unit of Issue Purchase Unit of Measure Range Code Recommended Purchase Price C Copy Retail Discount Retail Markon Amend Selected Y Exclude Supercessions C Psychological Pricing e Select the fields you wish to change When they are selected Selected will show on the Select column e Press OK 2 and all the parts in your search criteria will be shown in list form e You then have the option to amend these manually by moving through the list Note If a field has been selected that is driven by the cost price i e any option that uses your cost price to calculate it s value for example Markon a Cost Supplier has to be entered This indicates which supplier s cost prices you wish to use to add values into Once you have chosen your changes press the OK 2 button to propose the change To cancel your changes press the Cancel 3 button AFTER 47 pps AutoPart User Manual PROPOSED CHANGES Once you have done your changes Autopart does not automatically change the parts that you have chosen A Proposed Change is created This option allows you to check and amend if required before the change is complete To do this 1
82. ust Database This gives you access to Customer File Maintenance Man Stock Alloc To manually allocate stock from a backorder Memos To record comments about the customer which carries through to the Sales Ledger Picking Notes To view any picking notes that were created To view any currency quotations for this customer Sales History To view past sales for this customer Recpt of Payment To enter account payments for this customer Suspended Trans To view the Suspended Transaction Inquiry screen for this customer Special Terms To view any special terms that may be set up for this customer PRODUCT DETAILS The Product Details screen allows you to select the part numbers and quantities required Point of Sale Customer MAM MAM SOFTWARE LIMITED Barto OBPART 18 00 E 0 00 End of Transaction Enquines Seling Level 1 Trade ll a Pricing Details Part Number BAT10 M Branch Stocks Alternatives Inc Vat Terms BR1 Bin Card dt RRP Disl 15 28 Standard 14 51 Part No OB 16 45 Retail OMAGH BOP Details Branch Stocks i 14 10 Wholesale z Stock From BO Qtp 0 Free Stock 5 Kit Pieces Lost Sale N B Last Sold Doc HO501508 Date 06 Jan 00 Qty 6 Unit Price 63 50 Margins The following quotations exist for this customer part number combination Orders HO100012 sip g Y 1 fas SL de gt Goods 73 00 Usages gt E e A Vat 228 ete Customer Quit Help 1 Sell 2 Rem 3 Picture
83. which the part is purchased Entry ofa supplier code means that the RRP and NPP must be entered before the part can be accepted IRRP Suppliers retail recommended price PDISC Purchase Discount Percentage This is the percentage by which the RRP will be discounted to arrive at a cost Net Purchase Price the actual price of the product N P D This is a further discount that is applied to the result of the RRP less PDISC or the NPP Surchin Surcharge In This is the surcharge value charged to you by the supplier surcharge value cage to you by the supplier box quantity should be entered into this field Unit This field holds the purchase unit of measure This is for instances where the supplier holds stock of a particular part as a box or a case rather than individually To avoid misunderstandings the order quantity is divided by the unit quantity when calculating order quantities Example A quart of oil has an RRP of 1 00 Itis supplied to you in boxes of 10 at 2 50 per box and you order 100 quarts at a time To set this up you need to do the following 1 Enter the supplier code enter a RRP of 10 00 and a NPP of 2 50 2 In the unit column enter 10 the box quantity from the supplier 3 Give the part a maximum stock of 100 4 Set the selling prices to equate to one quart of oil i e 7 50 When you run the suggested order it will tell you to order 100 at 25 each However when the order prints it will print
84. you did in the Block Changes Selection screen Description Block Part This allows you to delete or add prefixes suffixes to your part numbers It Number also enables you to delete characters from block part numbers Transfer Add Delete This allows you to do what it says If you wish to delete a supplier there Change must be not transactions against them To add or change a supplier to a Supplier new one you must first create the supplier in Supplier File Maintenance Supercessions Supercessions If any of your selected parts are flagged with a W and amp Deletions have a superceded part entered against them this option will supercede all of the parts that have no free stock Deletions This will delete any parts that have been flagged with a D AFTER 50 pen AutoPart User Manual Supercessions This screen allows you to supercede parts individually and also create a supplier cross reference number Part Supercessions l Supercession Info From Part Humber To Part Number Create Supplier Cross References for supplier Description Field Enter your operator code COn Part Number Enter the part you wish to supersede ToPartNumber Part Number Enter the part you wish to supersede to References for Supplier the field provided BinCard 5 This option allows you to view Bin Card information You need to click on the part entered in either of the boxes that you wish to view make sure it is high
85. your order Manually Remove 4 To remove any line select that line and then press the Remove 4 button It will show the line in red text Prod amp Price Use this button to gain access to the Product Price File Maintenance screen Labels 5 Use this button to print labels for delivered parts OK 2 Once you have completed the goods receiving click this button and the goods will be booked into stock If you have not received certain parts on the order select the appropriate line and click Remove 4 The line will not be removed but will be highlighted and the number received will be zero Once you have clicked OK 2 you will be given the option to delete the remainder of the order for the goods you have not received or keep it on file AFTER 68 Pp AutoPart User Manual Returns To Supplier This option allows you to record the return of faulty goods to your suppliers whether it has been delivered damaged or a customer has returned the part claiming it to be faulty You are able to print copies of returns notes for you your customer and supplier if desired Returns to Supplier Returns Note Invoice Number Date created Operator LB Collection Note Time created Customer Returns Note Supplier m Customer Code UPO Code Name Supplier Zero Name Remarks to Remarks from Remarks from Credit Note Date Customer Ref Date Total Cost Excluding Surcharges D

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