INVENTORY CONTROL USER MANUAL
Contents
1. Enter Items By Choose from the following options UPC Item Code On the first line of the invoice depending on the above option selected Enter the UPC The item description will appear in the box above the line Press the F6 key to search for an item Enter the item code Select from the list of items with the same item code if applicable Press the F6 key to search for an item Discount Choose from the following options No blank Select no discount continue Inventory Control User Manual J S Software 1998 Inc Quantity Unit Cost Case Retail Spl Total Select choose whether the discount is by Item Invoice Select item and be prompted for the percent discount for each item entered on the invoice The discount will be reflected in the extended price field and invoice total Select invoice and the percent discount will be taken off each item on the invoice Enter items on the purchase order When complete click on exit A prompt Do you want to apply invoice discount will appear Select yes and enter the amount It will be reflected in the invoice total Select choose whether the discount is by Item Invoice Select item and be prompted for the discount for each item entered on the invoice The discount will be reflected in the extended price field and invoice total Select invoice and the percent discount will be taken off each item on the invoice Enter items on the invoice When compl2. Edit Keps Exit NxtHec PreRec Honth Year UPE Item Code On Hand Day Sold Recy d Tranes d aAdj Cancel This is where manual adjustments are made to stock on individual items Month Year Enter the month and year to view the data or make adjustments Choose one of the following options UPC Item Code Enter either the upc or item code for the desired item The item description will be displayed On Hand Current stock quantity On Order Purchase Order pending with this item Press Enter to display each day of the month and the transactions if any Ie Sold Rec d Trans d Adj Inventory Control User Manual 27
3. INVENTORY CONTROL USER MANUAL From JS Main Menu Inventory Control Maintenance Receiving W Inventory Control 5 2 Date Apr 10 2001 Time 2 47 PH Menu Maintenance Reports Download System Receiving Purchase Order Interstore Transfer Credit Note Stock Sheet Receiving Used to enter invoices Stock quantities are adjusted and prices may be maintained Purchase Orders Used to enter a purchase order manually or create a computer generated purchase order Interstore Transfer Used to create an invoice and adjust stock quantities for transfers within the organization Credit Note Used to enter credits to adjust stock quantities Stock Sheet Used to create stock sheets for manual inventory or using the telxon For more information on the above menu choices please refer to the following pages J S Software 1998 Inc Inventory Control Receiving w Receiving Invoice Maintenance Of Menu Options Functon Keps Edit Reyes Exit Print Change Delete Options a eee Invoice ff Tolerance Cost 2 0 10 0 Retail 9 0 99 9 Yendor Date PO Number Discount Fa od Enter Items By UPC Item Code Lines DST PST UPC Quantity Unit Cancel Invoice Enter the invoice number from the supplier invoice Vendor Select the vendor number for the desired vendor To view list of Vendors click or press F6 Date Enter the date of the invoice PO Number Enter the purchase order number if applicable
4. Maintenance OR x bMenu Functon keps EditReys List functions Exit PageUp PageDn Top Bottom List Delete Transfer 7 a To Store 1 Wis Software Date 472572001 Enter Items By UPC Item Code Lines DoT PST Total Item Code Quantity Unit Cost Llase Retail Spl OK Cancel Help Tool Bar Functions for Interstore Transfer Maintenance Screen Exit Click on Exit or Press F4 to exit this menu selection Page Up Click on Page Up to move up on the transfer page Page Down Click on Page Down to move down on the transfer page Top Click on Top to go to the top of the transfer Bottom Click on Bottom to go to the bottom of the transfer List Click on List to search for an item from the UPC or Item field Delete Click on Delete to delete the highlighted record from a transfer Inventory Control User Manual 15 J S Software 1998 Inc Receiving Interstore Transfer Options 4 Interstore Transfer Maintenance iol x Menu Options Function Keys Edit Keys Exit Print Change Delete Options SSS tte Transfer 13 u Date Transfer Options Enter Items By UPC Item O Post Transfers Lines GST Transfer from Handheld This option is for downloading items from a Handheld unit You may scan items into a Handheld unit to be entered in the transfer System will prompt you for Post Transfers Transfers must be posted to update POS Stock quantities are updated in POS Posted transfers are s
5. chase order click on the printer icon or on File gt Print To exit Click on File gt Close Choose from the following options Cancel Purchase Order Save Purchase Order Click on cancel if the purchase order is no longer needed Click on save to make changes to the purchase order and create an order form To recall the saved purchase order see Reports Tool Bar Functions for Suggested Purchase Order Screen Exit Click on Exit or press F4 to exit this menu selection Next Click on Next for a system generated purchase order number Inventory Control User Manual 12 J S Software 1998 Inc Inventory Control Interstore Transfer 4 Interstore Transfer Maintenance Miel Menu Options Function keys Edit Keys Exit Print Change Delete Options Transfer 1 To Store Date Enter Items By UPC Item Code Lines UPC Quantity Unit Transfer To Store Date Enter Items By Quantity PST Total Enter a transfer number or click on to select an existing transfer Enter the store number to whom the products are being shipped to or click on to select the store number Enter the date of the transfer Choose one of the following options UPC Item Code On the first line of the transfer depending on the above option selected Enter the UPC The item description will appear in the box above the line Press the F6 key to search for an item Enter the item code Select fr
6. culated based on the entries in quantity unit or case case size and discounts Taxes are not included in this total but displayed above the invoice lines Inventory Control User Manual J S Software 1998 Inc Tool Bar Functions for Purchase Order Screen Exit Click on Exit or Press F4 to exit this menu selection Print Click on Print or press F5 to print purchase order s Change Click on Change to change information on the top of the purchase order Next Click on Next for a system generated purchase order number Delete Click on Delete or press Ctrl F12 to delete the selected item on a purchase order To delete an entire purchase order click on Delete while displaying the top part of the purchase order Options Click on Options to select Purchase Order Options Tool Bar Functions for Purchase Order Maintenance Screen Exit Click on Exit or Press F4 to exit this menu selection Page Up Click on Page Up to move up on the purchase order page Page Down Click on Page Down to move down on the purchase order page Top Click on Top to go to the top of the purchase order Bottom Click on Bottom to go to the bottom of the purchase order List Click on List to search for an item from the UPC or Item field Update Click on Update to display the record in Point of Sales Info Click on Info to display purchase and stock information screen Delete ea on Delete to delete the highlighted record from the purchase order Inv
7. d to 3 decimal places Inventory Control User Manual 17 J S Software 1998 Inc Cost Case Retail Spl Total Exit Print Change Delete Options Exit Page Up Page Down Top Bottom Choose from the following options Unit Case By the unit press I and Enter to select Item unit The total will be calculated based on quantity X unit cost By the case press C and Enter to select Case The total will be calculated based on quantity X case cost Stock will be updated based on quantity X the case size in the next field Defaults to system cost and case size Defaults to system retail and case size The extended total will be calculated based on the entries in quantity unit or case case size and discounts Taxes are not included in this total but displayed above the credit note lines Tool Bar Functions for Credit Note Screen Click on Exit or Press F4 to exit this menu selection Click on Print or press F5 to print a credit note s Click on Change to change information on the top of the credit note Click on Delete or press Ctrl F12 to delete an entire credit note while displaying the top part of the invoice Click on Options for Option Selection Tool Bar Functions for Credit Note Maintenance Screen Click on Exit or Press F4 to exit this menu selection Click on Page Up to move up on the credit note page Click on Page Down to move down on the credit note page Click on Top to go t
8. dated in POS Posted invoices are stored in history see Reports Inventory Control User Manual J S Software 1998 Inc Invoices from Handheld The following prompt will appear Click on yes to continue Receiving Invoices From Handheld wo i P Are vou sure you want to do 4 handheld transfer The system will display the following message espe fio mere See Ae Nos Send file from Handheld or press any key to abort the transfer Post Invoices 4 Receiving Invoice Journal iol Menu Function Keys Edit Keys al SS LULU Starting Invoice one Ending Invoice m Starting Vendor E Ending Yendor Pete Starting Date Ending Date OK Cancel Help A specific or date OR a range of or dates may be entered for each of the following Ie all invoices for a specific vendor Starting Invoice Enter the invoice number to be posted or press enter for all Ending Invoice Enter the invoice number to be posted or press enter for all Starting Vendor Enter the vendor number to be posted or press enter for all Ending Vendor Enter the vendor number to be posted or press enter for all Starting Date Enter the date of the invoice to be posted or press enter for all Ending Date Enter the date of the invoice to be posted or press enter for all Inventory Control User Manual J S Software 1998 Inc INVENTORY CONTROL PURCHASE ORDER 4 Purchase Order Maintenance Of Menu Options Eu
9. entory Control User Manual J S Software 1998 Inc Receiving Purchase Order Options 4 Purchase Order Maintenance o x Menu Options Eunction Reyes Edit Keys Exit Print Change PO Number H Yendor E Next Delete Options PO Date S PO Options Enter Items By UPC Item Co Post Purchase Order Line GST PST Electronic Order OK Cancel Help UPC Quantity Suggested Order Post Purchase Order Electronic Order This option will generate a suggested purchase order based on sales and stock quantities Changes may be made once it is created This option is used to post the purchase order that was created manually or the suggested purchase order Once the purchase order is posted changes cannot be made to it It may be recalled and printed for ordering purposes A purchase order may be generated using the handheld unit and downloaded into the system Inventory Control User Manual 10 J S Software 1998 Inc Purchase Order Options Suggested Order w Yendor Suggested Order Miel Menu Function Keys Edit Keps Exit Next Purchase Order zll Yendor Number H Order Date Shipping Date fo Order By UPC Item Code Order All Items Required Only Sort By Starting Ending Report Based On Requirement Days Sales Starting Sales Ending fo OK Cancel Help Purchase Order Enter a purchase order number or use the system generated n
10. ete click on exit A prompt Do you want to apply invoice discount will appear Select yes and enter the amount It will be reflected in the invoice total Enter the quantity by unit or by case Weighted items when the scale is set to Y are entered to 3 decimal places Choose from the following options Unit Case Press I and Enter to select Item unit The total will be calculated based on quantity X unit cost Press C and Enter to select Case The total will be calculated based on quantity X case cost Stock will be updated based on quantity X the case size in the next field Enter case cost and how many items per case System will calculate unit cost and then depending on the pricing type and tolerance settings will either calculate the retail or calculate the gross margin based on the retail you enter in the next field Enter the retail The retail tolerance may be set to calculate the retail automatically using fixed gross The extended total will be calculated based on the entries in quantity unit or case case size and discounts Taxes are not included in this total but displayed above the invoice lines Inventory Control User Manual J S Software 1998 Inc Exit Print Change Delete Options Exit Page Up Page Down Top Bottom Update Info Delete Tool Bar Functions for Receiving Screen Click on Exit or Press F4 to exit this menu selection Click on Print or press F5 to
11. invoice and the percent discount will be taken off each item on the purchase order Enter items on the purchase order When complete click on exit A prompt Do you want to apply invoice discount will appear Select yes and enter the amount It will be reflected in the purchase order total Select choose whether the discount is by Item Invoice Select item and be prompted for the discount for each item entered on the purchase order The discount will be reflected in the extended price field and purchase order total Select invoice and the percent discount will be taken off each item on the purchase order Enter items on the purchase order When complete click on exit A prompt Do you want to apply invoice discount will appear Select yes and enter the amount It will be reflected in the purchase order total Enter the quantity by unit or by case Weighted items when the scale is set to Y are entered to 3 decimal places Choose from the following options Unit Case By the unit press I and Enter to select Item unit The total will be calculated based on quantity X unit cost By the case press C and Enter to select Case The total will be calculated based on quantity X case cost Stock will be updated based on quantity X the case size in the next field Defaults to system cost and case size It may be changed Defaults to system retail and case size It may be changed The extended total will be cal
12. mjel Menu Options Functon Keps Edit Reyes Exit Print Change Delete Options Date Ea Enter Itens By C UPC ees Item Code Stock Sheet Options Item Code Description Build Stock Sheet Stock Entry Form Post Stock Sheet f Comparison Report Stock Adjustment OK Cancel Help Cancel Help Stock from Telxon The following prompt will appear Click on yes to continue Stock Sheet From Handheld 7 Are you sure you want to do a handheld transfer The system will display the following message ease Fo Famer me 2 See Ae iar Send file from Handheld or press any key to abort the transfer Inventory Control User Manual 22 J S Software 1998 Inc Build Stock Sheet ay Build Stock Sheet Menu Function Keys Edit Keps Exit Date Enter Items By Primary Sort Starting Ending Secondary Sort Default Stock Quantity Ioj x Date gt Enter Items By UPC Item Code Primary Sort Subdepartment Location Class Family Starting Ending Secondary Sort UPC Item Code Description Default Stock Quantity BE OK Cancel Help Enter the date of the stock sheet which should be the date the stock is counted on Choose from the following options UPC Item Code The items will be listed according to the selection Choose from the following options Subdepartment Location Class Family Select the area of the store you wish to count En
13. n Stock Date Show System Stock Enter the date used to build the stock sheet above Choose one of the following options A if the stock quantities do not need to be displayed Select Y to display the stock quantities in the system Print the stock entry form for the inventory crew to fill in When the inventory team has completed the count go to the Stock Sheet Screen Enter the date of the stock sheet and enter twice The system will default to the system s stock so if your count agrees with this arrow down to the next line TO maintain an item press F9 or click on the update tab Upon completion click on Exit or press F4 Inventory Control User Manual 24 J S Software 1998 Inc Post Stock Sheet w Post Stock Sheet Menu Edit Revs Exit Stock Date Stock Date l OK Cancel Help Enter the date of the stock sheet to be posted Inventory Control User Manual 5 x 25 J S Software 1998 Inc Comparison Report Pi Es W Stock Comparison Report Menu Edit Keps Exit Stock Date OK Cancel Help The comparison report is used to compare an existing stock sheet to the system stock Stock Date Enter the date of the stock sheet to be compared A printer box will be displayed Click on OK to view Click on the printer icon to print or File gt Close to exit Inventory Control User Manual 26 J S Software 1998 Inc Stock Adjustment Menu Function Keys
14. nction keys Edit Keys Exit Print Change Next Delete Options PO Number g Yendor E PO Date Shipping Date Enter Items By UPC Discount Item Code Lines GST FST Total UPC Quantity Unit Cancel PO Number Vendor PO Date Shipping Date Enter Items By Enter a purchase order number or use the system generate next number key or click on to select an existing purchase order Select the vendor number for the desired vendor To view list of Vendors click or press F6 Enter the date the purchase order is created Enter the expected shipping date of the order Choose from the following options UPC Item Code On the first line of the purchase order depending on the above option selected Enter the UPC The item description will appear in the box above the line Press the F6 key to search for an item Enter the item code Select from the list of items with the same item code if applicable Press the F6 key to search for an item Inventory Control User Manual J S Software 1998 Inc Discount Quantity Unit Cost Case Retail Spl Total Choose from the following options no Select no discount continue Select choose whether the discount is by Item Invoice Select item and be prompted for the percent discount for each item entered on the purchase order The discount will be reflected in the extended price field and purchase order total Select
15. o the top of the invoice Click on Bottom to go to the bottom of the invoice Click on List to search for an item from the UPC or Item field Inventory Control User Manual 18 J S Software 1998 Inc Delete Click on Delete to delete the highlighted record from an invoice To delete an entire invoice click on Delete with only the top part of the invoice displayed Inventory Control Credit Notes Options w Credit Note Maintenance Menu Options Function keys Edit Keys Print Change Delete Options vendor LL Date Credit Note Options Invoice Credit Note From Handheld Enter Items By UPC C Post Credit Note Item Reason Code Setup Lines GST E OK Cancel Help Total UPE Quantity Unit TSY Cost Case Retail Spl Total a Credit Notes from Handheld This option is for downloading items from a Handheld unit You may scan items into a Handheld unit to be entered in the invoice System will prompt you for Post Credit Note Credit Notes must be posted to update POS Stock quantities are updated in POS Posted credit notes are stored in history See Reason Code Setup Reason codes must be setup before credit notes can be entered Inventory Control User Manual 19 J S Software 1998 Inc Credit Notes from Handheld The following prompt will appear Click on yes to continue Credit Notes From Telxon 7 Are you sure you want to do a telxon transfer The system will display the f
16. ollowing message eae fin wiemerme 2 Gand Acre Mos Send file from Handheld or press any key to abort the transfer Reason Code Setup Reason Code Maintenance Mis x Menu Function keys Edit Keys Exit Print NxtHec PrvHec Delete Reason Number E Feason Hame OK Cancel Help Reason Number Enter a number to be assigned to a reason or click on to select an existing number Reason Name Enter a name for a credit reason Ie Damaged Returned Order Error Click on OK to save Inventory Control User Manual J S Software 1998 Inc Inventory Control Stock Sheet Menu Options Eunction Reyes Edit Keps Exit Print Change Delete Options Date B Enter Itema By UPC Item Code UPC Description Cancel Date Enter the date for the stock sheet ie the date the stock will be counted Enter Items By Choose one of the following options UPC Item Code On the first line of the stock sheet depending on the above option selected Enter the UPC The item description will appear on the line Enter the item code The item description will appear on the line Description Defaults to system description Cost Case Defaults to system cost and case size Retail Spl Defaults to system retail and case size Quantity Enter the stock quantity in units Inventory Control User Manual 21 J S Software 1998 Inc Inventory Control Stock Sheet Stock sheet Options 4 Stock Sheet Maintenance
17. om the list of items with the same item code if applicable Press the F6 key to search for an item Enter the quantity by unit or by case Weighted items when the scale is set to Y are entered to 3 decimal places Inventory Control User Manual 13 J S Software 1998 Inc Cost Case Retail Spl Total Exit Print Change Delete Options Choose from the following options Unit Case By the unit press I and Enter to select Item unit The total will be calculated based on quantity X unit cost By the case press C and Enter to select Case The total will be calculated based on quantity X case cost Stock will be updated based on quantity X the case size in the next field Defaults to system cost and case size Defaults to system retail and case size The extended total will be calculated based on the entries in quantity unit or case case size and discounts Taxes are not included in this total but displayed above the transfer lines Tool Bar Functions for Interstore Transfer Screen Click on Exit or Press F4 to exit this menu selection Click on Print or press F5 to print a transfer s Click on Change to change information on the top of the transfer Click on Delete or press Ctrl F12 to delete an entire transfer while displaying the top part of the transfer Click on Options to select Transfer Options Inventory Control User Manual 14 J S Software 1998 Inc Interstore Transfer
18. print an invoice s Click on Change to change information on the top of the invoice Click on Delete or press Ctrl F12 to delete an entire invoice while displaying the top part of the invoice Click on Options to select Invoice Options Tool Bar Functions for Receiving Maintenance Screen Click on Exit or Press F4 to exit this menu selection Click on Page Up to move up on the invoice page Click on Page Down to move down on the invoice page Click on Top to go to the top of the invoice Click on Bottom to go to the bottom of the invoice Click on List to search for an item from the UPC or Item field Click on Update to display the record in Point of Sales Click on Info to display pricing screen Click on Delete to delete the highlighted record from an invoice Inventory Control User Manual J S Software 1998 Inc Inventory Control Receiving Options w Receiving Invoice Maintenance Of Menu Options Eunction keys Edit Keys Exit Print Change Delete Options Invoice 1 Tolerance Cost 2 0 10 0 Retail 9 035 99 49 venir Date Invoice Options PO Number m Enter Items By UPC UPC Quantity Cancel Invoices From Handheld This option is for downloading items from a handheld unit You may scan items into a handheld unit to be entered in the invoice System will prompt you for invoice PO and date Post Invoices Invoices must be posted to update POS Stock quantities and prices are up
19. ter the starting range for the above selection Enter the ending range for the above selection Choose from the following options UPC Item Code Description Items will be sorted by the above selection within the group selection above Choose from the following options N Y Select N if the system stock quantity is not to be displayed Select Y to display the system stock quantity Click on OK to continue building the stock sheet A message Building Stock Sheet will appear Upon completion the printer box will be displayed Click on the OK button in the printer box to display the stock sheet Inventory Control User Manual 23 J S Software 1998 Inc 4 Build Stock Sheet Exit Stock Entry Form w Stock Sheet Entry Form Menu Function Keys Edit Keys Exit To print the stock sheet click on the printer icon or on File gt Print To exit Click on File gt Close O x Stock Sheet Options Save Stock Sheet OK Cancel Help After printing the stock sheet or clicking on close choose one of the following options Cancel stock Sheet Save Stock Sheet Select cancel stock sheet if it is no longer needed Select save stock sheet to save it for a day to make adjustments or create a stock entry form o x Stock Date l Show System Stock OK Cancel Help The stock entry form may be used for taking stock manually The system stock quantities may be displayed for compariso
20. tored in history See Transfers from Handheld The following prompt will appear Click on yes to continue Interstore Transfer From Handheld 2 Are you sure you want to do a handheld transfer The system will display the following message GEA Fin ieee ow Sv or ie Mover Send file from Handheld or press any key to abort the transfer Inventory Control User Manual 16 J S Software 1998 Inc Inventory Control Credit Notes 4 Credit Note Maintenance Patel Es Menu Options Function Keys Edit Keps Exit Print Change Delete Options Credit Note a Date Vendor IW eee Tnvoice Enter Items By UPC Item Code Lines DoT PST UPC Huantit Cancel Credit Note Vendor Date Invoice Enter Items By Quantity y Unit Fsn Cost Case Fetail Spl Total a a Enter a credit note number or click on to select an existing credit note Enter the vendor number or click on to select the vendor number Enter the date of the credit note Enter the invoice number the credit refers to Choose one of the following options UPC Item Code On the first line of the credit depending on the above option selected Enter the UPC The item description will appear in the box above the line Enter the item code The item description will appear in the box above the line Enter the quantity by unit or by case Weighted items when the scale is set to Y are entere
21. umber next Vendor Number Select the vendor number for the desired vendor To view list of Vendors click or press F6 Order Date Enter the date the purchase order is created Shipping Date Enter the expected shipping date of the order Order By Choose from the following options UPC Item Code The items will be listed according to the selection Order Choose from the following options AllItems Required Only Select All Items to include all items for the specified vendor Select Required Only to include only the items the suggested order generates Inventory Control User Manual 11 J S Software 1998 Inc Sort By Starting Ending Report Based On Requirement Days Sales Starting Sales Ending Choose from the following options Location Class Family Select how to sort the items on the purchase order Jtems may be eliminated from the purchase order Ie To exclude items with a blank location enter a location range starting with the first location in the system Enter the starting range for the above selection Enter the ending range for the above selection Enter the number of days before the next order Enter the starting date for the sales the suggested order will be based on Enter the ending date for the sales the suggested order will be based on Click on OK A message Building suggested order printout will appear To view click on the OK button in the printer box To print the pur
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