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1. Next takes you to STEP 5 of the subsequent dye order number The next dye order number in sequence based on the order it was entered Previous Previous takes you to STEP 5 of the previous dye order number The previous dye order number in sequence based on the order it was entered Reprint Select this to reprint the dye order Change Select Change to modify different aspects of information for the dye order Before each item you can change is anumber Enter the number next to the item you want to change and press ENTER Type in the replacement and then press ENTER Repeat this process to make any MoD 137 Working with Dye Orders Chapter 10 Goods in Process Management other changes When you are through making changes press 0 zero then ENTER to go back to the dye order general information screen STEP 5 If you need to change an item which is yellowed please consult your supervisor Mark Open or Mark Complete If the dye order you are displaying is marked completed you will be shown the option Mark Open otherwise if the dye order is marked open you will be shown the option Mark Complete Open dye orders are probably those which have not yet been fully received After you add a receiving from a dye house see CHAPTER 11 MANAGING RECEIVED GOODS you have the option of marking the dye order with the dye house complete or not If you are still expecting to receive more fin
2. Previous takes you to STEP 4 of the previous sales order number The previous sales order number in sequence based on the order it was entered Reprint Select this to reprint the sales order Change Select Change to modify different aspects of information for the sales order Before each item you can change is a number Enter the number next to the item you want to change and press ENTER Type in the replacement and then press ENTER Repeat this process to make any other changes When you are through making changes press 0 zero then ENTER to go back to the sales order general information screen STEP 4 If you need to change an item which is yellowed please consult your supervisor To change the merchandise ordered by the client you need to select Contents 1 Then follow STEPS 14 18 in Adding Invoices to add other items to the list of merchandise ordered To remove an item press the HOME key highlight the appropriate line and press DEL To increase or decrease the price and or quantity yardage of an item press the HOME key select the appropriate line and enter the new values When you are done modifying the sales order press ESC You will be returned to the screen with the general information for the sales order and the contents of the sales order will be updated accordingly Mark Open or Mark Complete If the sales order you are displaying is marked completed you will be shown the optio
3. Change Select Change to modify different aspects of information for the invoice Before each item you can change is anumber Enter the number next to the item you want to change and press ENTER Type in the replacement and then press ENTER Repeat this process to make any other changes When you are through making changes press 0 zero then ENTER to go back to the invoice general information screen STEP 4 If you need to change an item which is yellowed please consult your supervisor To change the merchandise sold to the client you need to select Contents 1 Then follow STEPS 14 18 in Adding invoices to add other items to the list of merchandise sold To remove an item press the HOME key highlight the appropriate line and press DEL To increase or decrease the price and or quantity yardage of an item press the HOME key select the appropriate line and enter the new values When you are done modifying the invoice press ESC You will be returned to the screen with the general information for the invoice STEP 4 and the contents of the invoice will be updated accordingly Voiding Invoices For the security of your company no one may delete an invoice from MOD2 You may however void an invoice when the need arises When you attempt to void an invoice you will be asked for an authorization code Please see your system supervisor for the password After you void an invoice you will see VOIDED blinking
4. 16789 RED 290 l 1 750 DYE ORDER 12 107 15 96 JET DYE Demo Inc Demo Indus 07 01 96 1 00 3 00 6789 GREIGE GOODS 500 485125 I 1 7501 ol 500 875 00 DYE ORDER 12 16789 BLUE 485 2 790 l DYE ORDER 19 07 15 96 LAUNDERED Demo Inc Demo Indus 07 01 96 3 00 5 00 1234 GREIGE GOODS 920 920126 1 2301 ol 920 1131 60 DYE ORDER 19 I 11234 RED 920 2 790 l l I DYE ORDER 20 07 15 96 BECKS DYE Demo Inc Demo Indus 07 01 96 5 00 7 00 1234 GREIGE GOODS 1080 1070126 1 2301 ol 1080 1328 40 DYE ORDER 20 11234 RED i 1070 1 990 l I I DYE ORDER 21 07 15 96 FLAT Demo Inc Demo Compa 07 2 96 1 00 3 00 1234 RED 400 395126 1 230 3701 301 36 90 DYE ORDER 21 19876 PURPLE 395 2 7101 RECEIV 157 108 05 96 STANDARD Demo Inc Demo Compa 21 days i i i 4 Rolls 225 RECEIV 158 108 05 96 FROM DYEHSE Demo Inc Demo Compa 21 days i i i 3 Rolls 145 l l w 1 I l l DYE ORDER 8 07 15 96 FLAT Demo Inc Demo Indus 07 01 96 1 00 5 00 8765 GREIGE GOODS 500 490 14 2 2501 ol 500 1125 00 DYE ORDER 8 18765 PURPLE 490 2 500 DYE ORDER 9 07 15 96 BECKS DYE Demo Inc Demo Indus 07 01 96 1 00 4 00 1234 GREIGE GOoDS 450 445126 1 2301 3501 100 123 00
5. e You may complete the contract by pressing ESC On the next screen you will be shown the general information you entered for the contract MOD2 CONTRACT 8 Demo Inc Order Date 07 08 96 System stamped 07 08 96 contract model IMPORT L C orig XCO 08 01 96 XCO 08 01 96 Required Date 10 01 96 Terms OPEN L C cust Sales Order 123 Intended for STOCK country of Origin JAPAN Purchasing Agent House Account Shipped via UPS Destination Demo Industries Anycity CA 90001 Press any key to continuel After you have finished selecting the merchandise you wish to order you are shown a detailed review of the general information you entered for the contract M 0 D 121 Purchase Orders and Contracts Chapter 10 Goods in Process Management EEE Press any key to continue You will next be shown the merchandise you ordered the total quantity yardage ordered and the grand total for everything At the bottom of the screen you have four options Press Y to accept the contract E to edit the general information for the contract and the merchandise ordered A to add or substitute items to the contract or Q to not add the contract and to return to the Contract menu To display a contract Whenever you want to quickly look up the general information and the merchandise ordered in a particular contract simply select the Display Contract option In seconds this information will be available for your re
6. the program cannot be re used once it has been voided Q Can I make a voided Packing List active again A No a voided packing list cannot be re activated Q What are masks for A A mask can be setup to change the membership of a group of clients rapidly without going to each client record individually and assigning the new membership Q I cannot print a particular invoice packing list what could be wrong A See the June 1996 issue of the MOD2 Link newsletter Mon 216 Appendix A Frequently Asked Questions Q A What is the purpose of regeneration MOD2 uses fast tables for history lookup so if changes have been made to correct a mistake or an error then you need to regenerate these tables During normal course of operation there is no need to do this When do I run Master regeneration ALL This regenerate is necessary to correct all the tables within the program All changes made that may have affected the linked modules are generally corrected by the Master Regenerate Why does an advance deposit appear at the bottom of the ledger and not below the corresponding invoice number Advance Deposits do not use the same number as your Invoice Number Can I make a voided Advance Deposit active again No a voided Advance Deposit cannot be reactivated Can I void an Invoice and re use the same Invoice number Yes you can void an invoice but the system does not allow you to re use
7. to the receivings of a particular supplier of your choice 6 Select an output device to print the report to For more information on output devices see Output Devices in CHAPTER 2 BASIC SKILLS Viewing the Most Recent Receivings Select this option to quickly view a list of receivings sorted from the most recent to the least recent This list shows the receiving model and number the date entered for the receiving the supplier or dye house from where the goods were shipped the contract number which the receiving refers to if it is a detailed receiving and the reference number entered for the receiving if any The list will automatically pause with each screen full of information Press any key to view the next screen full or ESC to go back to the Receiving menu MoD 158 Shipping Advise Chapter 11 Managing Received Goods MOD2 Most recent RECEIVE GOODS TYPE MODEL HHHHHH DATE SUPPLIER CONTRACT SUMMARY 45 97 31 96 Demo Inc 1015 summary 44 07 30 96 Demo Inc 20 EG DETAILED 42 07 30 96 Demo 551 ADJUSTME 41 07 24 96 Demo FROM DYE 40 97 15 96 Demo DETAILED 39 07 15 96 Demo FROM DYE 37 07 15 96 Demo FROM DYE 36 07 15 96 Demo FROM DYE 35 97 15 96 Demo DETAILED 34 077 12 96 Demo DETAILED 33 077 12 96 Demo DETAILED 32 07 12 96 Demo DETAILED 31 07 11 96 Demo FROM DYE 30 07 10 96 Demo FROM DYE 29 07 10 96 Demo DETAILED 28 97 10 96 Dem
8. MOD2 is a registered trademark of MOD2 INC Microsoft MS MS DOS CodeView and the Microsoft logo are registered trademarks and Windows and Windows 386 are trademarks of Microsoft Corporation 386 is a trademark of Intel Corporation 386 Max is a trademark of Qualitas Inc Acer is a registered trademark of Acer Technologies Corporation Apple and LaserWriter are registered trademarks of Apple Computer Inc Ashton Tate dBASE III and Framework II are registered trademarks of Ashton Tate Corporation AST and RAMpage are registered trademarks of AST Research Inc AT amp T is a registered trademark of American Telephone and Telegraph Company Bitstream is a registered trademark and Fontware is a trademark of Bitstream Inc Borland and SideKick are registered trademarks of Borland International Inc Centronics is a registered trademark of Centronics Data Computer Corp COMPAQ DESKPRO is a registered trademark of Compaq Computer Corporation CompuServe is a registered trademark of CompuServe Inc Dow Jones News Retrieval is a registered trademark of Dow Jones And Company Inc Epson is a registered trademark of Epson America Inc Hayes is a registered trademark of Hayes Microcomputer Products Inc Hercules is a registered trademark of Hercules Computer Technology HP LaserJet and PCL are registered trademarks of Hewlett Packard Company IBM PS 2 and TopView are registered trademarks of International Business Machines Corporat
9. MoD 213 CHAPTER 18 Adding User Names Defining new MOD2 users is a fairly simple process Simply follow the directions in Adding Clients of CHAPTER 7 CLIENT MANAGEMENT When you are asked to select a membership choose MOD2 users Once you accept the account the name of the MOD2 user will be added to the user selection screen and the person will thus become an authorized user of MOD2 Each MOD2 user can have his her own password with either low or high level clearance Please see your system supervisor or administrator for instructions on how to set the passwords for a MOD user MoD 214 Appendixes A Frequently Asked Questions 4 B How to Contact MOD2 Mon 215 APPENDIX A Frequently Asked Questions This section consists of answers to common questions and solutions to typical problems Q Can I void a Packing List after I have issued an invoice to it A No you cannot void a Packing List if you have issued an invoice to it unless you want to void your sales invoice too and re issue another one for the order Q When you create a Packing List in detail and you decide that you want to void it will the items go back in the inventory in summary or in detail A Items entered in to the Packing List in detail go back into inventory in detail Q Can I re use a voided Packing List number A No voided packing list numbers like any other number assigned to a document within
10. by pressing F8 or by moving the highlight over Most Recent and then pressing ENTER You will then be shown the most recent invoices along with all the information mentioned above Press any key to view the next screen full of information To go back to the invoice menu press ESC MoD 46 Working with Credit Memos Chapter 4 Sales Management Working with Credit Memos This section describes what to do in the unfortunate event of returned merchandise When a client returns merchandise you must add a credit memo to credit their account and update the inventory You may also display a credit memo for reference void a credit memo generate a credit memo report and list the most recent credit memos All of this and more will be explained in this section NOTE Goods assigned a Credit Memo will return to your inventory in SUMMARY gt To add a credit memo 1 From the main menu select Sales by pressing F1 or by using the DIRECTION keys to move the highlight over Sales and then pressing ENTER You should now be on the invoice menu screen 2 Select Credit Memo by pressing F9 or move the highlight over Credit Memo and press ENTER You should now be on the credit memo menu screen 3 Select Add by pressing F1 or by moving the highlight over it and pressing ENTER 4 Type in the number of the invoice you want to add a credit memo for and press ENTER TIP If you do not know the in
11. e A table with an aged view of the client To generate statements for multiple clients and for more information on client statements refer to Generating Client Statements in CHAPTER 7 CLIENT MANAGEMENT Analysis Select Analysis to perform a gross profit analysis on the client This will show all the goods the client has bought from your company between a certain time period and then determines how much profit was made on each good as well as the total profit of all the goods sold to the client By performing a gross profit analysis you can see the client s purchasing patterns When you select Analysis you will be prompted for the following information e A starting and ending date MOD2 will only search for merchandise purchased by the client within the time field you choose here This way you can calculate profit within a certain period of time Refer to Selecting a Starting and Ending Date in CHAPTER 2 BASIC SKILLS on how to select a starting and ending date e Acost level As you know every item in your inventory can have multiple price levels Here you need to tell MOD2 which price level it is that you want to calculate the profit on e Invoice models MOD2 searches the invoices for the client to find the goods sold to him so it can calculate the profit This option allows you to restrict its search so that it only goes through those invoices which are defined as one of the invoice models you select here Mo
12. e Post dated checks if any will be shown For more information on post dated checks see Adding a Transaction in CHAPTER 6 TRANSACTIONS e Past due invoices will blink e Invoiced that are fully paid will be dimmed e When the highlight is over an invoice and the invoice is past due the number of days past the due date will be shown Statement Select this option to generate a statement for the client This option is useful for clients that are in debt and you want to print a bill to send to them When you select Statement you will first be asked to choose the invoice models that you want MOD2 to look through for open invoices those that have not been paid yet MOD2 will not check for open invoices of an invoice model which you did not select Next you will be asked to select an output device For more information on output devices see Output Devices in CHAPTER 2 BASIC SKILLS After you MoD 88 Displaying Clients Chapter 7 Client Management a l UM O select the invoice models and an output device the statement will be generated The statement will include e your company name address phone number and FAX number e The client s name address and phone number e The date of the statement e A listing of all the open invoices for the client and the necessary information for each all the open invoices means all open invoices that are in one of the invoice models you selected e The total balance
13. DYE ORDER 9 11234 RED 445 l I 1 750 RECEIV 159 108 05 96 FROM DYEHSE Demo Inc Demo Indus 21 days i I I 7 Rolls 350 l w 1 l l l quantity ordered 4795 10 855 95 eligible for working loss 0 quantity received 1070 Total cost of OPEN orders 5587 70 END QF RE PORT This is an example of a Dye Order report This particular report shows only the open dye orders of all dye order models Any receivings for each dye order are also shown The information in the dye order report is summarized at the end of the report There is also another dye order format which includes all the dye orders not just the open ones those which have not yet been marked complete 198 Detailed Sales Activity Commission Report User MOD2USER Demo Industries August 05 1996 Station 21828 12345 AnyStreet 08 52 40 AM AnyCity CA 90015 Page Iof 2 Report Commission report sorted by number HEHEHEHE DATE SOLD TO Salesperson PO TERMS COMM TOTAL CRDT MEMO FREIGHT DISC PAYMENTS BALANCE COMM PAID COMM SHIPPED COMM PAYMENTS 8 06 24 96 Demo Comp Demo SalesPers Inet 60 3 00 10000 00 0 00 0 00 0 00 10000 00 0 00 300 00 300 00 300 00 10 06 25 96 Demo Comp Demo SalesPers 98765 Inet 60 3 00 3750 00 105 00 0 00 200 00 0 00 3445 00 0 00 106 50 0 00 14 107 03 96 Demo Industries Demo SalesPers Inet 60 2 00 2599 39 0 00 0 00 0 00 2599 35 0 00 TEIS 51 99 0 00 15 107
14. System Requirements s 0 22 0 4 ateadu otal cha daa tekotnes 19 Installing MODS csuneyatns tative eden atuyin Aa e Ds 20 Starting MODZ2 nit Give viraren eke ee aie th oaks Soave n 20 Selecting a User aiae san anena Eaa 4a BERERE td anacak 21 Extn es MOD 2a sca inca a ay SAP Sy ade Awad EGS 22 Chapter 2 Basic Skills si cicds os ssaeecdiseasceeviei ens 29 The MOD2 Screen 13 30 cb003 vats heeedwerewa tieua 23 Moving Throughout MOD2 3 c ceicds eesee ac era ence es 24 Selecting a Starting and Ending Date 24 OUI purDEV ICES srcausk atts wea 3 da anes tiem oe Baas Sars 25 Client Memberships ssuunnnsnnneernnnnnn nnee eee 27 Invoice Models sicer sriwirre s ruinen EE nied ei ENES 28 Chapter 3 Initialization Sequence 30 Mon Contents PART 2 Using MOD2 Chapter 4 Sales Management eeeeeeeeees dd Addins INVOICES 20045 saree ate EPA ENE EYE tae ee ees 33 Displaying INVOICES onaus dane te heels bhakoanes une cuae ok 4 Voiding Invoices 444 2 ik 6a a dG egy sie eee ae Gaegueaues 43 Invoice Reports ca eae eee eas ae eels arc E eee ty 44 Listing the Most Recent Invoices 2 0000e eee 46 Working with Credit Memos 000 cee eee ees 47 Chapter 5 Inventory Management 6 6 55 Adding New Inventory ya 24444 sha desea tek ee set he oa as 55 Displaying Inventory sc sess vena tek Seed ee ee nnne 56 Modifying Inventory 453 6 lt xes
15. Whenever you display the ledger of the client or the particular invoice itself it will show clearly that the check was returned When you select Bounce Payment you are first required to enter the Bounce Payment Enter here the number of the invoice pertaining to the returned check here and press ENTER The next screen requires you to enter the following e Date Enter the date when the check was returned e Amount Enter the amount of the check that was returned The commission of the appropriate salesperson will also be properly adjusted based on the corrected amount e Notes Enter notes regarding the returned check such as why it was returned Because of not sufficient funds uncollected funds stop payment etc e Check Enter the check number of the returned check To accept the Bounce Payment type Y and press ENTER Otherwise type N MoD 66 Adding a Transaction Chapter 6 Transactions Discount Select Discount when you want to give a client a discount for a particular invoice This transaction is used only when both sides agree upon the discount If you are forced to discount the client because for example they went out of business and cannot fully pay please see Write Off later in this section When you select Discount you will be first asked to enter the Discount Enter here the number of the invoice pertaining to the Discount here and press ENTER The next screen requires you
16. may now generate a report to see just those invoices paid with check or just those paid Mon 72 Displaying a Transaction Chapter 6 Transactions SSS a a SSS with cash Of course the above was merely an example of how you can use the Reserved transaction Use it anyway you like e Entering a Reserved transaction is similar to adding a Paid invoice with only one exception Instead of being asked for a Paid Invoice you will be asked for a Reserved Type here the number of the invoice pertaining to the Reserved transaction Displaying a Transaction To quickly view a specific transaction you need to display it When you display a transaction you are shown the status date and amount of the transaction the client the transaction was for and any notes on the transaction How to display a transaction is what will be explained in this section To display a transaction 1 From the main menu select Transactions by pressing F3 or use the DIRECTION KEYS to move the highlight to Transactions and press ENTER 2 Select Display by pressing F2 or move the highlight over Display and press ENTER 3 Select the type of transaction you want to display by highlighting the appropriate one and then pressing ENTER 4 Type in the applicable number of the transaction and press ENTER You should now see a screen similar to the one below Mon 73 Changing a Transaction Chapter 6 Transactions TEE EEE
17. no one may delete a credit memo from MOD2 You may however void a credit memo when the need arises When you attempt to void an credit memo you will be asked for an authorization code Please see your system supervisor for the password After you void a credit memo you will see VOIDED blinking in red whenever you display it Please note the following three important consequences of voiding a credit memo When you void a credit memo your inventory will be deducted accordingly This is because issuing a credit memo is saying the customer never returned the goods When you issue a credit memo your inventory is credited because goods are returned to stock When you void a credit memo the opposite occurs Since voiding a credit memo is saying the client never did return the goods the invoice pertaining to the credit memo becomes open again and the amount of the credit memo is added to the customer s balance Open invoices are those which have not been paid for To generate a credit memo report 1 Choose a method to sort the report in The methods listed are identical to the ones for generating an invoice report with the exception of Returned By instead of Sold To Please refer back to the section Invoice Reports for descriptions of each sort method 2 Select a starting and ending date Only those credit memos whose date is within the time field you specify here will be included in the report F
18. select the option Most Recent Ship Advise for a quick listing of all ship advises sorted from the most to the least recent 4 The next screen shows the general information for the ship advise Once you have finished viewing all this information press any key to continue 5 After you view the general information for the ship advise you will end up on a screen showing line by line the goods shipped out by the mill Each line shows the MoD 162 Shipping Advise Chapter 11 Managing Received Goods quantity yardage shipped the style number the description and the color of the style if you shipped greige goods the color field should be Greige The last line shows you the total quantity yardage shipped to your company in that shipment At the bottom of the screen in STEP 5 there are six options which will each be discussed below To use one of the options simply highlight it and press ENTER To go back to the Ship Advise menu press ESC on this screen Details No detailed information is available for ship advises gt Supplier Name Select this option to display the mill who prepared and shipped you the goods See Displaying Clients in CHAPTER 7 CLIENT MANAGEMENT for further information on the options at the bottom of the client information screen Next Next takes you to STEP 4 of the subsequent ship advise number The next ship advise number in sequence based on the order
19. what you have entered so far can be seen at the bottom of the screen ETUA Bis Select line to edit Use DEL to delete a line i ROLL JaTY 1 675 STATUS 200 200 200 200 225 225 225 19 90 qty meters qty numrolls multiple 1 1 1 1 2 2 2 3 TIP When entering the details for the rolls if more than one roll has the same box lot and yardage you may enter the quantity yardage in the format Y X R where Y stands for the yards per roll and R stands for the number of rolls For example entering 250X10 will make MOD2 automatically add ten rolls at 250 yards each Another useful function is the automatic conversion of meters to yards If you enter 500m for the quantity yardage MOD2 will automatically convert the number to yards which in this case would be 546 81 yards These two shortcuts are shown in the legend as pictured above 10 You should now be back on the Style Color Description and Vendor screen On this screen you have three options MoD 151 Displaying Received Merchandise Chapter 11 Managing Received Goods a a C You may select another style to be received Repeat the process beginning at STEP 7s if you are doing an Adjustment or Summary receiving otherwise if you are doing a Detailed In Transit or From Dye House receiving continue from STEP 8d You may edit or delete merchandise you have already received To do so press the HOME key You will be sh
20. 03 96 Demo Industries Demo SalesPers Inet 60 3 00 1375 00 0 00 0 00 0 00 1000 00 0 00 30 00 41 25 30 00 17 07 03 96 Demo Industries Demo SalesPers 12345 C O D 2 00 852 50 0 00 0 00 0 00 852 50 0 00 17 05 17 051 17 05 18 07 12 96 Demo 2 Demo SalesPers Inet 60 0 00 3 50 0 00 0 00 0 00 3 50 0 00 0 00 0 00 0 00 Demo SalesPerson KNOWN AS Mike Typical 2 00 12345 Any Street Los Angeles CA 90014 Sales 18 580 35 Discount 200 00 Commission on Paid Invoices 399 04 Commission Payments 459 55 Commission Total 516 79 Average 2 78 Covers 06 01 96 to 07 31 96 User MOD2USER Demo Industries Page 2 of 2 SalesPerson COMMISSION PAYMENTS SALES PERCENT Demo SalesPerson 516 79 4559 55 13 580 35 100 00 TOTAL 1 516 79 459 55 18 580 35 2 78 Average END OF REPORT 08 52 40 AM Pictured above is a detailed sales activity report for a salesperson This report shows you the invoices of a particular salesperson within a certain time field This report is mainly used to see the commission a salesperson would earn for an invoice by both methods of calculation This means that you are shown both the amount he should receive based on payments received and based on merchandise shipped The default method of calculation by MOD2 is the second method based on merchandise shipped added invoices If your company credits salespersons based on payments received added Paid Invoice transactions then this report will show you how mu
21. 108 Chapter 9 Salesperson Management 109 Addin a Salesperson 7 cieecceven sewed ede eves eevee 109 Displaying a Salesperson sie s fo ye ake nates oes 110 Changing Salesperson Information 113 Listing Salespersons 3 2 buch de de a tesa dak oe see eee oH a de 113 Listing Open Invoices for a Salesperson 114 Listing Clients of a Salesperson 00 000 ee eee 114 Contents Chapter 10 Goods in Process Management 115 Managing Greige Goods 04 03 acon t bade nere 115 Purchase Orders and Contracts 0 00 cee eee eens 118 Working with Dye Orders cea ev ecacuscwee eda eerw nee 129 Transferring Goods a 2 5383 cuando eeu eanarensucer a aca etueine m nce atanehs 142 Chapter 11 Managing Received Goods 146 Detailed Versus Summary Receiving 005 146 Logging Received Merchandise 2 0ee eee 147 Displaying Received Merchandise 04 152 Voiding Received Merchandise 0002s 156 Generating a Report on Receiving 00 000 eee 157 Viewing the Most Recent Receivings 2005 158 Shipping Advise nc oud cnaae ee weed eee Means oon eaeae ea he 159 PSSOCIALS EX PCNSC 2 3 208 we bier he atingtd du EE neds o eN 165 Chapter 12 Packing Lists ccceeeeeeeeeee 172 What rs a Packing List i2 c20ccs wereardervevease werent 172 Adding a Packing Lis
22. Adding Invoices Chapter 4 Sales Management 15 Type in the unit price for the item and press ENTER To accept the default price just press ENTER 16 Type in the quantity yardage of that item sold to the client and press ENTER 17 Repeat STEPS 14 16 to select the rest of the items sold to the client Remember that you do not have to use Style as the method to pick the merchandise even though STEP 14 uses it 18 When you have finished entering all the merchandise press ESC Make sure you are on the Style Color Description and Vendor screen when you do this 19 Enter the freight charge for the order and press ENTER To accept the value you entered at STEP 12 just press ENTER 20 The next screen shows all the information you entered for the invoice Press any key to go to the next screen A quick review of what you entered STEP 20 Er INVOICE 13 Date 06 27 96 SOLD TO Demo Industries System stamped 06 27 96 invoice model non factored approval 571 Due date 07 27 96 reference 19 23 Demo Industries 12345 Any Street Demo SalesPerson 5 00 Anycity CA 90001 123 456 7890 Demo Industries 12345 Any y eet Federal Express Anycity CA 90001 Press any key to continue MoD 38 Adding Invoices Chapter 4 Sales Management 21 22 Once you view the general information for the invoice you will be on a screen that shows the goods you selected to be sold to the client the
23. Also if any rolls in that receiving were used in another transaction such as a transfer dye order or packing list the transaction type and number will be displayed for you MoD 152 Displaying Received Merchandise Chapter 11 Managing Received Goods To display a receiving 1 Select Goods in Process from the main menu Next choose Receive Management from the Goods in Process menu 2 Select the option Display Receiving from the Receiving menu 3 You should now be on a screen prompting you to enter a receiving number Type in the number of the receiving you want display and press ENTER If you do not remember the number of the receiving you wish to display select the option Most Recent Receiving for a quick listing of all receivings sorted from the most to the least recent 4 The next screen shows the general information for the receiving After viewing this information press any key to continue 5 After you view the general information for the receiving you will be on a screen showing line by line the goods that your company receiving in the receiving you displayed Each line shows the quantity yardage received the style number the description and the color of the style The last line shows you the total quantity yardage received in the particular receiving you displayed If the goods were received in detail that is if they were received in either the Detailed In Transit or From Dy
24. CA 90015 Page 1 of 1 Report Journal report sorted by date HEHHHHHHHEHHHHEH DATE Style User COLOR Reference QUANTITY 4 06 04 96 Demo Inc 2824 BLUE 50 5 06 07 96 Demo Inc 1234 RED 500 10 06 11 96 Demo Inc 6789 FUSIA 78 2345 RED 130 11 06 16 96 Demo Inc 6789 FUSIA 65 6 06 22 96 Demo Inc 2925 AQUA 94 7 06 22 96 Demo Inc 1 6789 FUSIA 200 8 06 25 96 Demo Inc 6789 FUSIA 440 2345 RED 135 9 06 25 96 Demo Inc 6789 FUSIA 750 Total 2 442 END OF RoE P OLR T 03 31 42 PM Pictured above is an example of a Receiving report The report above is for the month of June 1996 Itis sorted by date and includes all the Receive Goods modes Receiving reports are very simple showing you what was received on which date and how much If the goods were received in detail the specific details Box Lot Roll number are not shown Receiving reports just give you a summary of what you received in a particular time period Towards the end of the report you are shown the total quantity received based on what is shown in the report When generating reports on receiving you may restrict the report one or more Receive Good mode s by tagging the modes that you want to be included 195 Contract Report User MOD2USER Demo Industries August 03 1996 Station 29573 12345 AnyStreet 03 28 09 PM AnyCity CA 90015 Page 1 of 1 Report Journal report sorted by
25. Mon 160 Shipping Advise Chapter 11 Managing Received Goods NOTE If the mill sent your order in multiple shipments you should add a ship advise for each shipment If you like to use the contract number as the ship advise number you may still do so even though you are entering multiple ship advises for the same contract MOD2 will automatically distinguish ship advises with the same number For example if you received three shipments for contract 20 and you added three separate ship advises all with the number 20 this is how MOD2 would store the ship advises ship advise 20 20 1 and 20 2 6 On the next screen you will be entering various information regarding the shipment Fill in these fields accordingly SHIP ADVISE This screen is where you fill in the information regarding shipments from a mill when doing a ship advise As you can See the Destination field is already filled because that was specified in the contract 7 You will now have to specify how much of the goods you originally ordered was actually shipped out Press the HOME key at this time You will be shown line by line the merchandise ordered the quantity yardage ordered the style number and the description Move the highlight over a line of merchandise which was shipped and press ENTER Type in the quantity yardage shipped and press ENTER 8 Repeat STEP 7 until you have selected all the goods which were shipped Once you finish s
26. The following is the minimum hardware and software you need to run MOD2 this information is as of May 2007 Contact mod for latest requirements PC compatible machine running Microsoft Windows Pentium 200 mhz or higher recommended You can use MOD2 OverTheWeb on Apple Mac or Linux PC work station Min of 256MB of RAM 512MB or higher Recommended Windows Vista Windows XP Windows 2003 Windows 2000 or later Windows 2000 Server Window 2003 server or Later SVGA color monitor Reliable high performance hard disk recommended Reliable tape backup optional TCP IP connection to mod database server A network printer or a local printer MOD2 can support up to sixteen different printers at one time We recommend HP Postscript Printers For the requirements and configurations for the server computer please see your system supervisor Mon 19 Starting MOD2 Chapter 1 Getting Started Installing MOD2 MOD2 is usually installed for you on your network drive A typical path to where your MOD files are located would be your network drive your company name present For example if your network drive is drive F and your company name is DemoTwo this would be the path to where your MOD files are f demotwo present Starting MOD2 from WINDOWS When your MOD2 software was installed your system supervisor set up the names and the paths needed to start MOD2 from your menu program or from the Windows Program Manager If your in
27. a starting and ending date 1 Use the DIRECTION KEYS to move the highlight over the starting date you want for the report and then press ENTER You may pick one of the default dates listed or you may enter a specific date of your own To do this select Enter Specific Date and press ENTER Type in the starting date you want and then press ENTER 2 Select the ending date you want for the report and then press ENTER TIP When entering a specific date you do not need to enter slashes This is done for you Also be sure to place a 0 zero if the month or day is a single digit For example type 080195 for August Ist 1995 Output Devices In MOD2 you are often asked for the destination of a report A report can consist of one or a series of transactions sorted in a sequence that you choose When your report is prepared you need to select how and where you want your report to go to Whenever you generate a report a screen similar to the following will be displayed MoD 25 Output Devices Chapter 2 Basic Skills Enter starting 1 Enter desired number of transactions 1 Do you want only non paid items in above sequence enter 1 for yes for no 1 Select output device 1s Device U Device U Device W Device amp Device Device Z For example you can select Screen to view the report on screen or you can select a printer to print a copy to file for your records Below are the descriptions of the fir
28. and special grade of finished goods Lot assignment Provision for flat laundered cross dye and hydrox dye orders Detailed history of each roll Delivery receipt generation and implementation Dynamic calculations of working losses on dye order or greige lot levels Extensive reporting e Automatic posting to finished goods inventory e Alphanumeric style and color names e Multiple receiving of dye orders e Customization of forms dye orders purchase contracts greige lots greige receiving e Lab dip requests and lab dip approval tracking e Tracking of dye house assigned color numbers Goods in process Imports Capable of the following e Import contract generation e Tracking of open contracts e Tracking of partial shipments on contracts e Input and tracking of scheduled shipments e Receiving of each contract e Tracking of each shipment in the inventory system e Detailed packing lists on roll by roll basis Generation of bar code ID s and laser light pen interface Goods in transit management Direct shipments Unique roll ID assignments Will handle generation of Proforma Invoices for export purposes e Tracking and cost analysis such as L C Custom Shipping and other costs e Ability to look up on contract quantity and in transit goods for any style Bar Coding Capable of the following e Detailed and unique inventory tracking e Generation of bar code ID labels for goods received e Fach unit in the inventor
29. between 07 01 96 and 07 31 96 August 03 1996 03 26 18 PM Page L of 1 MEMO 123 Invoice Was Fully Paid 4564 Invoice Was Fully Paid 789 Invoice Was Fully Paid 0 0 0 12345 0 0 0 Invoice Was Fully Paid 10124 9427 77214 0 0 0 1932 330 10 000 3 300 S41 50 4 229 Above you are shown a sample Transaction report for the month of July 1996 It includes only the Discount Paid Invoice Paid Commission and Post Dated Check transactions The long output format was used in this particular report When you generate a Transaction report you can select the models which you want to be included by tagging them on the list you are shown 197 Dye Order Report Demo Industries August 05 1996 12345 AnyStreet 11 28 55 AM AnyCity CA 90015 Page lof 1 Report Open dye orders report sorted by date TYPE HHHHHHH DATE MODEL DYE HOUSE EXPECTED WORKING LOSS STYLE COLOR QTY CONTRACT COST RECV D OPEN TOTAL DYE ORDER 4 107 12 96 FLAT Demo Inc Demo Indus 07 21 96 3 00 5 00 1234 GREIGE GOODS 710 700 26 1 230 350 360 442 80 DYE ORDER 4 I 11234 RED 700 1 750 RECEIV 160 08 05 96 FROM DYEHSE Demo Inc Demo Indus 24 days i 4 Rolls 350 w 1 l l DYE ORDER 10 07 15 96 PADDLE DYE Demo Inc Demo Indus 07 01 96 1 00 3 00 6789 GREIGE GOODS 300 290129 1 750 ol 300 525 00 DYE ORDER 10 l
30. client must have the merchandise by After you have finished viewing the general information for the sales order press any key to continue 5 After you view the general information for the sales order you will be on a screen that shows you the merchandise the client ordered line by line Each line shows the quantity yardage ordered by the client the style number the description and color of the style and the unit price the client will be paying for the style The last line shows you the total quantity yardage ordered plus the grand total for all the merchandise ordered by the client together At the bottom of the screen in STEP 5 there are seven options which will each be discussed below To use one of the options simply highlight it and press ENTER To go back to the Sales Order menu press ESC on this screen Details Sales orders are always done in summary Because of this there are no details to view for a sales order gt Purchaser Select this option to display the client who issued the purchase order to your company See Displaying Clients in CHAPTER 7 CLIENT MANAGEMENT for further information on the options at the bottom of the client information screen Next Next takes you to STEP 4 of the subsequent sales order number The next sales order number in sequence based on the order it was entered MoD 104 Displaying a Sales Order Chapter 8 Client Sales Orders Previous
31. color of the style and the unit selling price for that style The last line displays the total quantity yardage and number of rolls packed plus the grand total for all the merchandise together MoD 181 Displaying a Packing List Chapter 12 Packing Lists At the bottom of the screen in STEP 5 there are six options which will each be discussed below To use one of the options simply highlight it and press ENTER To go back to the Packing List menu press ESC on this screen Details Select this option to view the details of a particular line of merchandise in the packing list When you first press ENTER on this option you will only be shown the lines of merchandise Highlight the line which you want to see the details of and press ENTER A window will pop up showing the various details for that line of goods gt Client Name Select this option to display the client the packing list was for See Displaying Clients in CHAPTER 7 CLIENT MANAGEMENT for further information on the options at the bottom of the client information screen Next Next takes you to STEP 4 of the subsequent packing list number The next packing list number in sequence based on the order it was entered Previous Previous takes you to STEP 4 of the previous packing list number The previous packing list number in sequence based on the order it was entered Reprint Select this to reprint the packing list Thi
32. explain how to do all the tasks mentioned above Adding a Transaction Each time a transaction occurs such as a paid invoice you need to enter the transaction in MOD2 for it to update the balance of the invoice appropriately You can do so by adding a transaction which will be discussed in this section gt To add a transaction 1 From the main menu select Transactions by pressing F3 or by using the DIRECTION KEYS to move the highlight over Transactions and then pressing ENTER You should now be on the transaction menu screen 2 Select Add by pressing F1 or move the highlight to Add and press ENTER You should now see a screen similar to the following MoD 64 Adding a Transaction Chapter 6 Transactions Select transaction DISCOUNT PAID INVOICE write off PAY CHECK Adjustment post date ck DEBIT INVOICE CREDIT INVOICE PAID COMMISSION RESERVED 3 Select the type of transaction that occurred by moving the highlight over the appropriate one and then pressing ENTER Each type of transaction a detailed explanation of it and the information needed when entering that type of transaction will be presented below NOTE Each time you add a transaction you are first shown the most recent entries of that transaction type This occurrence will not be mentioned below in the explanations of the different transaction types Check Select Check when entering a transaction use
33. first locate and highlight a particular style MOD2 will find every instance when the client was involved with that style There are various ways to locate a style These are listed and explained in STEPS 3 and 4 of Displaying Inventory in CHAPTER 5 INVENTORY MANAGEMENT NOTE Do not change the name already entered for Client This name is automatically preset to the client you have currently displayed Find the style that you are looking for by either entering a style number color description or vendor MoD 90 Modifying Client Information Chapter 7 Client Management Output Output prints a copy of the ledger to one of the installed devices on your computer To select output move the highlight to Output and press ENTER Select the output device you want to print to by moving the highlight over the one you want and then pressing ENTER For more information on output devices see Output Devices in CHAPTER 2 BASIC SKILLS Envelope If your printer can print envelopes and your MOD2 installation was configured to support this you may print the client s name and address on an envelope Consult your system supervisor for the availability of this feature Label If your printer can print labels and your MOD2 installation was configured to support this you may print the client s name and address on labels Consult your system supervisor for the availability of this feature Modifying Client Infor
34. for the invoice the merchandise sold to the client and the Sub Total freight charge and Grand Total You are also shown any payments given for the invoice and the current balance of the invoice There are many other options available to you as well This section tells you how to display an invoice and perform all the options mentioned above To display an invoice 1 From the main menu select Sales by pressing F1 or by using the DIRECTION keys to move the highlight over Sales and then pressing ENTER You should now be on the Invoice menu 2 Select Display by pressing F2 or move the highlight to Display and press ENTER 3 Type in the number of the invoice you want to display and press ENTER TIP If you do not know the Invoice number try listing the most recent invoices See Listing the Most Recent Invoices later in this chapter for more information on how to do this 4 The next screen shows the general information for the invoice Press any key to go to the next screen when you have finished viewing this information 5 This screen you should now be on shows the items purchased by the client and any payments made towards the invoice At the bottom right hand side of the screen is the balance of the invoice A positive balance shows debt and a negative balance shows overpayment Mon 41 Displaying Invoices Chapter 4 Sales Management TS GREEN 100 Cotton 100 Cotton SUB TOTA
35. invoice process Mon 39 Adding Invoices Chapter 4 Sales Management Information Asked Explanation Invoice model This is the type of invoice you want to enter For more details on invoice models see Invoice Models in CHAPTER 2 BASIC SKILLS INVOICE Fh sede ttiandiagotnnt This is the invoice number When you are asked for this you can usually press ENTER because MOD2 sets the default value for the invoice number as the subsequent number of each invoice model AUC vacsaer tre eriei The date of the invoice This date will be shown on printed copies Sold to name The name of the company the order was sold to Ship to location name The name of the company where the order should be shipped to POH oeio ia The purchase order number If the client placed a purchase order enter the clients purchase order number here Salesperson The salesperson of the order Termisen ee duni How the client will pay for the order C O D credit card check net 30 days etc Shipped Via The shipping or trucking company that will be used to ship the order to the client Commission 0 The commission percentage the salesperson will receive for this order Brel ght escent chee vet The cost to ship the merchandise to the client This amount will be added to the client s balance DLV Le Hreno Use this to find and select items based on their style number Coll gee ee Use this to find and s
36. move the highlight to Clients and press ENTER You should now be on the client menu screen 2 Select Add by pressing F1 or by moving the highlight over Add and then pressing ENTER You should now see a screen with three items on it Name Telephone and ZIP Code MoD 78 Adding Clients Chapter 7 Client Management 3 Under Name type in the full company name of the client just as you want it to appear in MOD2 and on invoices if you are adding a person enter his her name then press ENTER NOTE If you enter a name already in the database MOD2 will display a warning saying that the client already exists and will stop you from re entering it The next screen shows the closest matching names to the one you entered The purpose of this screen is to show you if you already entered the particular name but had perhaps misspelled it or wrote it differently For example if you entered Fabric Inc as a company name to add but there already was a Fabric Inc stored in the database however with two dots after Inc instead of one the next screen would display Fabric Inc You then have the option of continuing adding Fabric Inc or stopping the adding a client process If you stop adding the client you may then go and change Fabric Inc to Fabric Inc For more information on this see Modifying Client Information later in this chapter NOTE If there are no close matches to th
37. no details when displaying contracts gt Supplier Name Select this option to display the mill with whom your company made the contract See Displaying Clients in CHAPTER 7 CLIENT MANAGEMENT for further information on the options at the bottom of the client information screen Next Next takes you to STEP 5 of the subsequent contract number The next contract number in sequence based on the order it was entered Previous Previous takes you to STEP 5 of the previous contract number The previous contract number in sequence based on the order it was entered Reprint Select this to reprint the contract This is useful if the original contract was damaged or lost and saves you the time of having to re enter all the information for the contract and the merchandise ordered by your company Change Select Change to modify different aspects of information for the contract Before each item you can change is a number Enter the number next to the item you want to change and press ENTER Type in the replacement and then press ENTER Repeat this process to make any other changes When you are through making changes press 0 zero then ENTER to go back to the contract general information screen STEP 5 If you need to change an item which is yellowed please consult your supervisor To change the merchandise ordered from the mill you need to select Contents 1 Then follow STEPS 14
38. now be on the credit memo menu screen 3 Select Most Recent by pressing F5 or by moving the highlight over Most Recent and then pressing ENTER Mon 53 Working with Credit Memos Chapter 4 Sales Management ee You will then be shown the most recent credit memos along with its accompanying information This information includes the invoice model the credit memo number the date of the credit memo who the merchandise was returned from the salesperson of the original order and the amount of the credit memo MoD 54 Inventory Management This chapter instructs you how to use MOD2 to manage your inventory You may add display modify and delete inventory with ease at any time Advanced options such as listing inventory and performing a gross profit analysis on inventory are also possible For related topics on managing inventory see CHAPTER 10 GOODS IN PROCESS MANAGEMENT Adding New Inventory This section describes how to define new inventory in the MOD2 program To sell a certain item to a client it must first be defined in MOD2 Once this is done you may perform all the tasks mentioned above and more To add new inventory 1 From the main menu select Inventory by pressing F2 or use the DIRECTION keys to move the highlight over Inventory and press ENTER 2 Select Define by pressing F1 or by moving the highlight over Define and pressing ENTER 3 Type in the style number you
39. searching for the style number Expense Highlight an expense for the receiving and then press ENTER Matching EXPENSE z 4 355 Today fo EXPENSE Demo Tne BOXES 2 044 8 This week to AUG 96 to to This quarter to to During 96 8 to During 95 to to During 94 to During 93 Demo Inc FIRST DESCRIPTION There are many expenses for the merchandise you receive Above are some examples of expenses The more expenses you have for a particular receiving the higher the cost of the goods received Type in the unit cost price for the expense you selected and then press ENTER For example if you selected tubes for the expense enter the price you were charged for each tube Type in the quantity of the expense and then press ENTER Using the example in STEP 7 if the expense were tubes enter the number of tubes you were charged for in the receiving You should now be on Style Color Description and Vendor screen On this screen you have three options MoD 167 Associate Expense Chapter 11 Managing Received Goods Do oe SS SS a a You may enter another expense for the receiving To do so select the appropriate expense and then go back to STEP 7 You may edit or delete expenses you have already entered To do so press the HOME key You will be shown all the expenses you have selected so far line by line To edit a line move the highlight over that line and press
40. simplification it provides you in the future The chief advantage that detailed inventory has is that it can be more easily tracked When you sell summary inventory all you specify is what was sold and how much of it was sold With summary MoD 146 Logging Received Merchandise Chapter 11 Managing Received Goods goods there is no indication nor reference to where those goods came from where they are currently located nor whether you even had the merchandise in stock to begin with You could sell 5 000 yards to a client even though you only had 1 000 at the time When you sell detailed goods the rolls that you tag in the packing list each have their respective details These details let you know where each roll is plus the box lot and roll number for each roll Since you must tag the rolls that you want to sell it is impossible to sell more than what you have For all the reasons stated it is clear that it is both to your and to your company s advantage to do detailed receivings rather than summary receivings TIP it is highly recommended although not required that you do not have both summary and detailed inventory for the same style Try to keep each style either all in detail or all in summary Logging Received Merchandise This section will explain how to record received merchandise into MOD2 step by step You must always add a receiving when you receive goods from a supplier mill or dye house so that your inventor
41. the items in a list Press this again to untag all the items Used to tag a highlighted item Terminology The following terms are important in MOD2 Your familiarity with them will make the concepts and procedures presented in this manual easier to understand Term Meaning Highlight To move the colored bar the highlight over an item on screen Module Good programs are those that can be broken up into smaller parts Each part is called a module Goods in process scanning and bar coding are all modules that can be added to MOD2 Tag To select an item a small diamond shape appears next to tagged items Untag To deselect an item Mon 15 About Your MOD2 Documentation MOD2 8 0 Assumptions This User s Manual assumes the following e You are using MOD2 on a network e Whenever you are asked to enter a name you enter the client s name However it is also possible to enter the client s MOD2 account number under Name instead Mon 16 MOD2 Fundamentals I Mon MOD2 Fundamentals CHAPTERS 1 Getting Started 4 aio bu ca cnelnuads teneecend ile duke 19 2 BaSe SKUS sa E tte EEEE ERE Wat Spe OESE lore 23 3 Initialization Sequence 0 ccc cece eee eens 30 Mon 18 Getting Started This chapter focuses mainly on how to start and exit MOD2 as well as the system requirements to run MOD2 and directions on how to select a user when you log on to MOD2 System Requirements
42. the same invoice number You may however add an extra character to the number For example if you voided Invoice 1234 and you want to generate another invoice with the same number enter 1234a for the number Should I void an invoice in the event of returned merchandise In case of returned merchandise issue a Credit Memo to your client instead of voiding the invoice to both credit your client and to return the merchandise into your inventory Goods returned and issued Credit Memos are returned into inventory as summary goods Mon 217 Appendix A Frequently Asked Questions What are purchase orders A Purchase orders are orders your customers give to your company They are entered into MOD as a Sales Order Q What are purchase contracts A Purchase contracts are orders that you issue from your company to a supplier or mill Can I back date a purchase order A Yes you can assign any date on your purchase orders as required Can I make a voided invoice active again A No once you have voided an invoice you cannot make it active or re use the same invoice number again Will a postdated check automatically change into a paid invoice on its due date If not do I need to void the postdated check and apply it as a paid invoice A No a postdated check does not automatically revert into payment on the date that it is due You need to apply the postdated check into a paid invoice to close t
43. there are seven options which will each be discussed below To use one of the options simply highlight it and press ENTER To go back to the Dye Order menu press ESC on this screen Details Since greige goods are selected in detail when a dye order is added you may view these details while displaying that dye order After you select Details you need to press ENTER on the line which lists the greige good the first line A window will then pop up showing you all the details you need to know Mon 136 Working with Dye Orders Chapter 10 Goods in Process Management Si MOD2 DESCRIPTION GRE IGE GOOD I tT tf MOD2 ID NUMBER SYSTE USED AUAIL QT LOT BOX STAT TYPE USED BY REF 7ST XXXXX 335 USED 474 475 476 477 478 479 480 481 482 483 USED 1st Demo Inc 0 USED 1st Demo Inc USED 1st Demo Inc 0 USED 1s Demo Inc 0 USED Demo Inc 0 USED Demo Inc 0 USED 1s Demo Inc 0 USED Demo Inc 0 USED Demo Inc 0 USED 1s Demo Inc 0 336 338 NOULWN 1 1 1 1 1 1 1 1 1 1 00 QVQWWWww O00000 Nooooooo oS While displaying a dye order you may view the details of the greige goods sent to the dye house by selecting the Details gt Dye House Select this option to display the dye house to whom you sent the greige goods to be converted See Displaying Clients in CHAPTER 7 CLIENT MANAGEMENT for further information on the options at the bottom of the client information screen Next
44. this sets the default Shipped Via value to what you enter here but it can be changed on each invoice The maximum credit you want extended to the client Enter 0 zero if you will be dealing with the client on a C O D basis Select the territory where the client is located Salesperson Nickname You are asked this only if you selected Salesperson as the client s membership You are asked this only if you selected Salesperson as the client s membership Type in the salesperson s normal commission percentage When adding an invoice this sets the default commission value to what you enter here but it can be changed on each invoice The next list shows all the types of membership and explains what each one means Type of Membership Explanation Trash Can Folder Selecting this membership is almost the same as deleting the client Use this if you want to remove a client with whom you absolutely do not do business anymore A client of this membership is considered to be not active When you display clients or list clients a not active client is not shown when you modify clients it is shown just in case you want to change their membership to active status again the customer is a member of the private group also Normal Active Account This is the default membership because you will probably use this one the most Use this membership for your clients and customers Adding Clien
45. to Clients and press ENTER You should now be on the client menu screen 2 Select Display by pressing F2 or move the highlight to Display and then press ENTER You should now be on a screen with three items on it Name Telephone and ZIP Code Mon 84 Displaying Clients Chapter 7 Client Management Name Sa Telephone ZipCode 3 Enter either the company name if you are displaying a person enter his her name instead telephone number or ZIP Code of the client by typing it in with the keypad and then press ENTER Use the DIRECTION keys to choose between one of the three categories TIP Under Name you may enter the client s MOD2 account number in place of their name TIP MOD2 has an advanced and efficient search method which does not require you to enter the clients entire name phone number or ZIP Code If you want to find a client by name simply type in the first few letters of the name it doesn t matter whether you enter lower case or capitalized letters MOD2 will display a list of all clients with those first few letters The more letters you enter the more specific and shorter the list of clients will be If you want to find a client by phone number just enter the first few digits of the number starting from the area code If you enter 213 a list of all clients with the area code 213 will be displayed If you enter 2135 a list of all clients with the area code 213 an
46. types of expenses as colors of the style Please see your system supervisor if EXPENSE is not defined in your inventory or if a particular type of expense is not present You benefit in two ways by entering expenses into MOD2 1 You can quickly view the expenses in a particular receiving by simply displaying the expense 2 You can calculate the true cost of a particular style by generating a costing report Ask your system supervisor for information on how to do this To add an expense In MOD2 expenses are always associated with receivings Each receiving can have its own set of expenses The expense number is always identical to the receiving it pertains to Once the expense has been added you may perform a special costing report to see the actual cost of a particular style 1 Select the option Add Expense from the Expense menu 2 Select one of the listed expense models 3 Enter the number of the receiving for which you are adding the expenses 4 Type in the date for the expense and then press ENTER MoD 166 Associate Expense Chapter 11 Managing Received Goods ee 5 7 On the next screen you will be entering the general information for the expense These include the Cost Sheet Reference Number and the Bill of Lading Number Enter these fields in accordingly Once you enter the general information for the expense MOD2 will automatically search and list all defined expenses It does this by
47. want to add and press ENTER 4 Type in the number of colors you want to add for that style and press ENTER Mon 55 Displaying Inventory Chapter 5 Inventory Management SSS SS U eee 5 Type in the names of each color for the style 6 On the next screen you need to enter the information requested for the style Do so pressing ENTER after you are finished typing in each item to go to the next line NOTE The information you enter here will automatically set all the colors of that style with those specs If you want a particular color of the style to have a different price description or some other spec see Modifying Inventory later in this chapter 6 Press ESC Type Y to accept the new style E to edit the information for that style again or Q to quit After choosing one of the above press ENTER to return to the menu screens NOTE Disregard the several options you see at the bottom of the screen These are used when displaying inventory Displaying Inventory When you want to quickly view the information and history on a particular style all you need to do is display it There are many methods which you can use to display inventory These methods plus a brief description of the information you see on screen for the style will be the topic of this section To display inventory 1 Select Inventory from the main menu 2 Select Display from the Inventory menu MoD 56 Displaying Inven
48. you want to be sent to the dye house for conversion When you have finished selecting the bales press ESC while on the screen with the list of receivings You should now be on the Style Color Description and Vendor screen Now you must select the finished goods and colors which you want the greige good to be converted to MOD2 requires that you select at least one line of finished goods for the dye order If you do not select any finished goods the dye house won t know what colors to dye the greige goods Repeat the following steps until you complete the selection of the finished goods A Use either Style Color Description or Vendor to find the finished good you want the greige good to be converted to This process is similar to the one Mon 133 Working with Dye Orders Chapter 10 Goods in Process Management OOO __ _ _ __ _ _ _ I described in STEP 14 of Adding Invoices in CHAPTER 4 SALES MANAGEMENT B Type in the unit price you will be charged to dye the greige good into the color and style you selected and then press ENTER If you are performing an input dye order used by knitters the cost of the finished goods will not affect the grand total so just press ENTER to move on C Type in the quantity yardage of the greige good which you want to be dyed into the finished good you selected and then press ENTER 14 To complete the dye order press ESC while on the Style Colo
49. 0 00 0 00 0 00 852 50 0 00 17 05 17 051 17 05 18 07 12 96 Demo 2 Demo SalesPers Inet 60 0 00 3 50 0 00 0 00 0 00 3 50 0 00 0 00 0 00 0 00 Demo SalesPerson KNOWN AS Mike Typical 2 00 12345 Any Street Los Angeles CA 90014 Sales 18 580 35 Discount 200 00 Commission on Paid Invoices 399 04 Commission Payments 459 55 Commission Total 516 79 Average 2 78 Covers 06 01 96 to 07 31 96 User MOD2USER Demo Industries Page 2 of 2 SalesPerson COMMISSION PAYMENTS SALES PERCENT Demo SalesPerson 516 79 459 55 13 580 35 100 00 TOTAL 1 516 79 459 55 18 580 35 2 78 Average Pictured above is a detailed sales activity report for a salesperson This report shows you the invoices of a particular salesperson within a certain time field This report is mainly used to see the commission a salesperson would earn for an invoice by both methods of calculation This means that you are shown both the amount he should receive based on payments received and based on merchandise shipped The default method of calculation by MOD2 is the second method based on merchandise shipped added invoices If your company credits salespersons based on payments received added Paid Invoice transactions then this report will show you how much he she earned by that method and then you can enter that value when you do a Paid Commission transaction to credit the salesperson The report shows you extensive information regarding each invoice A commis
50. 00 9876 PURPLE 2 71 07 15 96 DOMESTIC 30 Demo Inc 07 15 96 09 01 96 STOCK 500 6789 GREIGE GOODS ho Summary 07 01 96 to 07 31 96 31 Days Volume 28 869 70 Units 12 348 END OF REPORT 03 28 09 PM This is a sample Contract report for the month of July 1996 It is sorted by date and includes all the different contract models At the bottom of the report you are shown the total cost of the goods your company ordered in the purchase contracts listed plus the total number of units yards for weavers or pounds for knitters ordered 196 Transaction Report Demo Industries 12345 AnyStreet CA 90015 User MOD2USER Station 29573 AnyCity Report Transaction detailed list report sorted by date TRANSACTION NUMBER DATE CLIENT PAID INVOICE 1 07 01 96 Demo PAID INVOICE 5 07 03 96 Demo Industries PAID INVOICE T7 07 03 96 Demo Industries PAID INVOICE 4 07 03 96 Demo Industries DISCOUNT 9 07 06 96 Demo Inc post date ck 0 07 15 96 Demo Comp DISCOUNT 4 07 15 96 Demo Industries PAID COMMISSION 0 07 18 96 Demo SalesPerson PAID COMMISSION 7 07 18 96 Demo SalesPerson PAID COMMISSION 6 07 18 96 Demo SalesPerson PAID INVOICE 6 07 18 96 Demo Industries PAID INVOICE 8 07 18 96 Demo Comp PAID INVOICE 8 07 18 96 Demo 2 PAID COMMISSION 8 07 18 96 Demo SalesPerson PAID COMMISSION 15 07 18 96 Demo SalesPerson DISCOUNT 21 07 28 96 Demo 1 post date ck 20 07 28 96 Demo Industries Total 24 903 11 This This This This transaction s
51. 05 sashes Se Rese Sees 58 Inventory Reports colscceau eve deewee fee eeees eevee ees 59 Performing a Gross Profit Analysis 22 00 61 Generating a Statistical Report of Inventory 62 Chapter 6 Transactions cccccsssscscccceees OF Adding a Transaction 44 040 eee nemetes canhe eee eee ete eae 64 Displaying a Transaction 2 lt 4 c tvee cared e oe dn el Se eee ee 73 Changing a Transaction 2 0548 ecaiscd bein tee ho wiaioukas 74 listine Transactions jy 2 intond ceekevaies aei yni ceeeeyatee et 75 Contents Chapter 7 Client Management eeeeee00078 Adding Clients i aiasnhdoe shad rhe etd eins y wha es eared 78 Displaying Clients osricsicrine rart tines eTe EnS DEERE 84 Modifying Client Information 2 0 2 e eee 91 isting COSINE pegs cesses sania aan gle reece auras hat E A A inate 93 Generating Client Statements os s aie sas ee ees ence ieee wad 95 Listing Clients of a Salesperson o6 scsencen nie eae dese eenda 97 Tagging and Grouping Clients 000s eae 97 Chapter 8 Client Sales Orders 5 00 100 Adding a Sales Order 4 cussing a acs ge ge ora rere ntineeuderd ners eeu 100 Displaying a Sales Order 2 033 0 4 2d dea wesseisersertars ks 103 Voiding a Sales Orders dne A gence ele oe ex eee eae 106 Sales Order REp0rts c ws cneh c ur ee weer abmaale is Bacmuale rau 106 Listing the Most Recent Sales Orders
52. 1 07 03 96 31 days 305 4 3033 1 312 50 8 92 0 03 9876 PURPLE Rayon 100 2 7100 271 00 receive go 53 08 03 96 0 days 100 2 7100 271 00 0 00 0 00 Detailed True Cost Total units 2 845 00 6 4600 18 378 60 Pictured above is the last sample Inventory report This report is the Per Roll Costed Inventory report It is sorted by Style Number and it shows you the cost for each roll 202 Each Client on a Page Aging Report Demo Industries 12345 AnyStreet AnyCity CA 90015 TEL 123 456 7890 FAX 123 456 7890 STATEMENT DATE 08 05 96 Demo Industries 123 456 7890 12345 Any Street Anycity CA 90001 Demo SalesPerson TYPE NUMBER DATE DUE DATE AMOUNT PAYMENTS TERMS INVOICE 1 01 01 96 03 01 96 155 00 0 00 Net 60 INVOICE 3 01 02 96 03 02 96 330 00 135 00 Net 60 INVOICE 5 01 02 96 01 02 96 640 00 520 00 Visa INVOICE 7 01 05 96 03 05 96 92 50 12 50 Net 60 INVOICE 20 07 22 96 09 20 96 4229 64 0 00 net 60 BALANCE CURRENT ToO 31 60 61 90 91 4 779 64 4229 64 0 00 0 00 0 00 550 00 Above is a Client Statement Aging report for a particular client This aging format is the Each Client on a Page format All invoice models were selected to be included and the Aging Layout was set to Current Statements can be made for a specific client for all clients for clients in a particular territory or for clients of a certain membership In a client
53. 18 in Adding Invoices to add other items to the list of merchandise ordered To remove an item press the HOME key highlight the appropriate line and press DEL To increase or decrease the price and or quantity yardage of MoD 124 Purchase Orders and Contracts Chapter 10 Goods in Process Management an item press the HOME key select the appropriate line and enter the new values When you are done modifying the contract press ESC You will be returned to the screen with the general information for the contract and the contents of the contract will be updated accordingly Mark Open or Mark Complete If the contract you are displaying is marked completed you will be shown the option Mark Open otherwise if the contract is marked open you will be shown the option Mark Complete These options can be useful in certain situations For example in an extreme case let s say your company made a contract with a mill for a certain quantity yardage of a particular style your company received half of what it ordered and then the mill went out of business a week later Since the mill cannot send you the rest of the order you are forced to mark the contract complete and you may do so simply by selecting the option Mark Complete when displaying the contract _Voiding contracts For the security of your company no one may delete a contract from MOD2 You may however void a contract when the need arises When you attempt to
54. 30 00 135 00 Net 60 156 15 00 5 01 02 96 01 02 640 00 520 00 Visa 216 12 78 7 01 05 96 03 05 92 50 12 50 Net 60 153 6 04 20 07 22 96 09 20 4 229 64 0 00 net 60 FINANCE CHARGES 45 82 BALANCE CURRENT L830 31 60 61 90 91 4 825 46 4229 64 0 00 0 00 0 00 550 00 This Aging report is in the Finance Charges Added format It is for a particular client and it includes finance charges for overdue invoices The finance charge percentage is assumed to be 18 or 1 2 per month A star next to an invoice number indicates that there is an existing post dated check for that invoice 208 Short Format Aging Report User MOD2USER Demo Industries August 03 1996 Station 29573 12345 AnyStreet 04 42 48 PM AnyCity CA 90015 Page 1 0f PF Report Client statement Name Telephone BALANCE CURRENT n T Si 31 4460 61 90 91 44 NOTES Demo 1 213 000 0000 4 506 55 4 506 55 0 00 0 00 0 00 0 00 Demo Company 213 000 0000 317 50 317 50 0 00 0 00 0 00 0 00 Demo Industries 123 456 7890 4 779 64 4 229 64 0 00 0 00 0 00 550 00 Aging summary as of 08 03 96 4 Demo Industries 12345 AnyStreet AnyCity CA 90015 123 456 7890 Number of accounts 3 BALANCE 9 603 69 100 00 CURRENT 9 053 69 94 27 1 30 0 00 0 00 31 60 0 00 0 00 61 90 0 00 0 00 91 550 00 5
55. 6 are several options Each option and its function will be explained below in separate sections To select one of the options simply move the highlight over it and press ENTER Details There is no detailed information available for credit memos gt Returned By Select this option to display the client the credit memo was for See Displaying Clients in CHAPTER 7 CLIENT MANAGEMENT for further information on the options at the bottom of the client information screen Next MoD 50 Working with Credit Memos Chapter 4 Sales Management Next takes you to STEP 5 of the subsequent credit memo number The next credit memo number in sequence based on the order it was entered Previous Previous takes you to STEP 5 of the previous credit memo number The previous credit memo number in sequence based on the order it was entered Reprint Select this to reprint the credit memo This is useful if the original copy of the credit memo was damaged or lost and saves you the time of having to re enter all the information for the credit memo again Change Credit Memos may not be changed The only way to change a credit memo is to void it and then issue a new one gt To void a credit memo MoD 51 Working with Credit Memos Chapter 4 Sales Management SS EE yeyyeeeaEElElElElESEEEE Ee E E_ _ _ EEESSSSaaT For the security of your company
56. 73 The Client Statement report shown above was generated for all owing clients in the Short Format Aging format It includes all invoice models plus shows a summary of the aging information towards the end of the report 209 What are the MOD72 files There are several types of files used by MOD2 These files are required by MOD2 to run properly They are described below Caution Do not tamper edit or modify these files in any manner Doing so will damage your MOD program File extension Description These are batch files used by MOD2 These are fonts used within MOD2 These are data files used to store information such as invoices and client phone numbers These are dynamic link library files They are associated with the EXE files These are executable files that can be run such as MOD2 EXE MoD 210 CHAPTER 16 MOD2 Options Various MOD2 options can be access through the Options menu Some of these options are only for the use of the system supervisor Each option will be briefly discussed below These are the various MOD2 options E mop2 MOD2 running options Backup MOD2 data files Installation Monitor logs Maintenance Other MOD2 users Auxilary utilities Remote connection Help amp on line manual About MOD2 e Shell to Operating System DOS This is basically a DOS Prompt Type EXIT to return to MOD2 e Backup MOD Data Files This is for the use of the syste
57. C MOD User s Manual Version 8 0 For the IBM PC and 100 Compatibles MODz2 INC Information in this document is subject to change without notice and does not represent a commitment on the part of MOD2 INC The software described in this document is furnished under a license agreement or nondisclosure agreement The software may be used or copied only in accordance with the terms of the agreement It is against the law to copy the software on any medium except as specifically allowed in the license or nondisclosure agreement No part of this manual may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying and recording for any purpose without the express written permission of MOD2 INC U S Government Restricted Rights The SOFTWARE and documentation are provided with RESTRICTED RIGHTS Use duplication or disclosure by the Government is subject to restrictions as set forth in subparagraph c 1 ii of the Rights in Technical Data and Computer Software clause at DFARS 252 227 7013 or subparagraphs c 1 and 2 of the Commercial Computer Software Restricted Rights at 48 CFR 52 227 19 as applicable Contractor manufacturer is MOD2 INC 112 W 9th Street Suite 1015 Los Angeles CA 90015 Copyright MOD2 INC 2007 All rights reserved Printed in the United States of America Written and Edited by Omeed Edition 1 ed Revised January 5 2000 Revised 2 ed 01 08 2001
58. D M PAID INVOICE 5 Status Active Date Amount 2 Client Demo Industries Check 12345 Notes This Invoice Was Fully Paid Press any key to continuel This is what you see when you display a transaction This screen shows you the type of transaction and its number the status of the transaction either active or voided the date and amount of the transaction the client the transaction was for and any notes regarding the transaction On this screen you may swiftly and easily display other transactions with the touch of a button Simply press the UP ARROW DIRECTION KEY and the DOWN ARROW DIRECTION KEY to see the next and previous transaction in sequence based on the order it was entered respectively Press any other key to return to the transaction menu Changing a Transaction This section describes how to modify a transaction if it was entered incorrectly or if you want to change the information within it gt To change a transaction 1 From the main menu select Transactions by pressing F3 or use the DIRECTION KEYS to move the highlight over Transactions and then press ENTER MoD 74 Listing Transactions Chapter 6 Transactions SSS SSS _ SS 2 Select Change by pressing F3 or move the highlight to Change and then press ENTER 3 Highlight the appropriate transaction type and press ENTER 4 Type in the num
59. ENTER To delete a line move the highlight over that line and press DEL e You may complete the expense by pressing ESC On the next screen you will be shown the general information for the expense Press any key to continue On the next screen you will see the expenses that you selected for the receiving the unit cost and quantity of each expense and the grand total for all expenses for the receiving combined At the bottom of the screen you have four options Press Y to accept the expense E to edit the information for the expense and the expenses selected A to add or substitute other expenses or Q to not add expense and to return to the Expense menu To display an expense If you want to know the general information and the specific expenses for a particular receiving all you have to do is display the expense pertaining to that receiving Expense numbers always match the number of the receiving they pertain to 1 Select Associate Expense from the Receiving menu 2 Select the option Display Expense from the Expense menu 3 You should now be on a screen prompting you to enter an expense number Type in the number of the receiving which you want to view the expenses of and then press ENTER Expense numbers always match the number of the receiving they pertain to MoD 168 Associate Expense Chapter 11 Managing Received Goods 4 The next screen shows the general information for the expense Once you have fin
60. ER Demo Industries August 03 1996 Station 29573 12345 AnyStreet 05 00 25 PM AnyCity CA 90015 Page 1 of 1 Report Journal report sorted by number Report contains the following models non factored factored 07 03 96 13 07 03 96 09 01 96 Demo Industries Demo SalesP 60 1212 House Del 0 00 0 00 5 625 00 07 03 96 14 07 03 96 09 01 96 Demo Industries Demo SalesP 60 House Del 2 00 51 99 2 599 35 07 03 96 15 07 03 96 09 01 96 Demo Industries Demo SalesP 60 House Del 3 00 41 25 1 375 00 07 03 96 17 07 03 96 07 03 96 Demo Industries Demo SalesP 0 12345 UPS 2 00 17 05 852 50 07 12 96 18 07 12 96 09 10 96 Demo 2 Demo SalesP 60 House Del 0 00 0 00 3 50 07 22 96 19 07 22 96 09 20 96 Demo Inc House Accou 60 House Del 2 00 158 00 7 900 00 07 22 96 20 07 22 96 09 20 96 Demo Industries Demo SalesP 60 Federal Ex 0 00 0 00 4 229 64 07 25 96 21 07 25 96 09 23 96 Demo 1 Salesperson 60 41 UPS 3 00 139 39 4 651 25 Summary 07 01 96 to 07 31 96 31 Days Gross Volume 27 236 24 Units 1 316 100 00 Freight 5 00 0 02 NET Volume S27 231424 399 98 Discount 246 00 30 90 Commission 402 25 1 48 Average per day 907 71 Average per unit 20 69 END OF REPORT 05 00 25 PM The above is a sample Sales report for the month of July 1996 It is sorted by invoice number and includes only the non factored and factored invoice models In the report you are shown a great deal of information such as the date of the invoice the due date for the invo
61. HH DATE _ PURCHASER AMOUNT BACK ORD 14 STOCK OR 13 FUTURE 0 12 HOLD ORD 11 BACK ORD 10 SPECIAL 9 BACK ORD 8 HOLD ORD 7 STOCK OR amp STOCK OR 4 STOCK OR 3 STOCK OR 46 STOCK OR 45 STOCK OR 44 STOCK OR 43 STOCK OR 42 FUTURE 0 0 STOCK OR 41 07 26 96 07 26 96 07 26 96 07 26 96 07 26 96 07 26 96 07 26 96 07 26 96 07 26 96 07 26 96 07 26 96 07 26 96 07 26 96 07 26 96 07 21 96 07 22 96 07 22 96 07 16 96 Demo Corp Demo Industries Demo Industries Demo Industries Demo Corp Demo Corp Demo 1 Demo 2 Demo Test 2 Demo Test Demo Industries Demo Corp Demo Company Demo Demo Company Demo 1 Demo 1 Demo Company Salesperso Demo Sales Demo Sales Demo Sales Salesperso Salesperso Salesperso Salesperso Salesperso Demo Sales Demo Sales Salesperso Si Demo Sales 2 020 75 1 137 50 1 700 00 1 087 70 739 75 1 975 00 1 000 00 1 499 48 2 125 00 850 00 1 250 00 1 324 50 1 055 00 2 215 00 1 000 00 800 00 3 625 00 323 45 STOCK OR 1 06 24 96 Demo Industries Demo Sales 12 160 00 Listing the most recent sales orders is a quick way to view a summarization of your company s sales orders starting from the most recent ones Voided sales orders are dimmed as shown in sales order 42 above MoD 108 CHAPTER 9 Salesperson Management This chapter deals with salespersons and how to manage them correctly through MOD2 The main focus of this chap
62. Inc 400 6 33 07 12 96 29 07 09 96 Demo el A 50 Here you are shown the receiving log number the date it came in the contract number the date it was ordered the supplier for the greige good the number of rolls available and the active quantity quantity not used 11 Tag the rolls which you want to send to the dye house to be converted To tag a roll move the highlight over the appropriate line and press ENTER To untag a roll press DEL on the line which you want to untag To tag all the rolls press INS To split a roll press the SHIFT and ENTER keys simultaneously The Split option is very useful Suppose the rolls for the receiving you selected were all 100 yards quantity 100 and there were 5 rolls in that receiving If you wanted to dye 475 yards you would not be able to unless you split one of the rolls To do so you must highlight one of the rolls and press SHIFT and ENTER at the same time Then you will be prompted to enter the number of yards you want to take out Here you could type in 75 leaving 25 yards for later use Then if you tag the other 4 rolls you will have the 475 yards you wanted You may use the Split option on any roll to obtain the exact amount you are going to dye MoD 132 Working with Dye Orders Chapter 10 Goods in Process Management These are the details for the greige good you Selected This column stands for System ID which is the identification number assigned to that ro
63. L QTY 1 380 STATUS 2 200 MoD 177 Adding a Packing List Chapter 12 Packing Lists Otherwise if it was received in detail or part of it was received in detail and another part in summary continue here 11 12 You will now have to select one of the listed receivings Move the highlight over the one you want and then press ENTER Remember that if a style style and color combination was received in both detail and summary you may not pack both of them in the same packing list If you select a summary receiving follow the process given for summary receivings above REC LOG DATE IN CONTRACT DATE ORD SUPPLIER ROLLS ACTIVE QTY 96 2106 25 96 Demo Inc 4 44 9 06 25 96 2 06 25 96 Demo Inc 4 10 06 25 96 2 06 25 96 Demo Inc 7 11 06 25 96 2 06 25 96 Demo Inc 3 You will see this screen if the style you chose was received in detail or if part was received in detail and another part in summary Here you are shown the receiving log number the date it came in the contract number the date it was ordered the supplier for the style the number of rolls in the shipment and the active quantity quantity not used The information for the style is shown at the top of the screen Notice that this style was received both in detail and summary so you may not pack any of the detailed receiveings with the summary receiving in the same packing list You will now have to tag the rolls which you want to pac
64. L 1 618 7 Freight 10 0 GRAND TOTAL 1 628 7 Payment 15 01 02 96 This Invoice Was Fully Paid 520 00 1 108 75 Reprint Change This is what you see when you display an invoice At the bottom of the screen in STEP 5 are several options Each option and its function will be explained separately in the following sections To select one of the options simply move the highlight over it and press ENTER Details There is no detailed information available for invoices gt Sold To Select this option to display the client the invoice was for See Displaying Clients in CHAPTER 7 CLIENT MANAGEMENT for further information on the options at the bottom of the client information screen Next Next takes you to STEP 4 of the subsequent invoice number The next invoice number in sequence based on the order it was entered Previous Previous takes you to STEP 4 of the previous invoice number The previous invoice number in sequence based on the order it was entered MoD 42 Voiding Invoices Chapter 4 Sales Management Reprint Select this to reprint the invoice This is useful if the original invoice was damaged or lost and saves you the time of having to re enter all the information for the invoice and the merchandise sold to the client If you are asked for a memo enter it accordingly See STEP 22 of Adding Invoices for more information on entering a memo
65. L Sales Order O Accounting L Salesperson OI Scanning L Other please specify 3 Have you experienced this problem before O yes Ono 4 Describe the problem in detail 5 Did you get an error message O yes Ono If yes what was the ERROR Product Product name MOD2 Version number Your Information for fax only Company name Your name Telephone Fax
66. SPACEBAR Remember A small diamond is present next to the membership type when it is tagged To remove client memberships which you do not want included in the list move the highlight over each one and untag them TIP To tag all the membership types simply hold the SHIFT key and while holding it press the SPACEBAR then let go of both To untag all the membership types do the same keystroke again 4 Press ENTER when you have finished choosing the client memberships you want to be included in the report You should now be on the format selection screen 5 Select the format that you want the list to be displayed in by moving the highlight to the format you want and then pressing ENTER 6 Select on what basis to order the list by moving the highlight over the one you prefer and then pressing ENTER e Name orders the list alphabetically according to the company or person s name e Telephone orders the list numerically according to the phone numbers of the clients e Salesperson orders the list alphabetically according to the salesperson of the account e ZIP Code orders the list numerically according to the ZIP Code of the client e Account orders the list numerically according to the client s MOD2 account number 7 Select one of the output devices from the list of devices installed on your particular system by moving the highlight to the one you want and then pressing ENTER For more information on output devices se
67. Selecting a Starting and Ending Date in CHAPTER 2 BASIC SKILLS on how to do this 8 Decide whether you want to select particular invoice models to further filter the report Type Y to do so or N to not If you typed Y you will be required to tag those models which you want included in the report and untag those which you do not want 9 Select the output device you want to print the report to from the list of installed devices on your particular system Once you do this the list will be printed to the device you selected For more information on output devices see Output Devices in CHAPTER 2 BASIC SKILLS MoD 77 Client Management MOD2 s client management capabilities allow you to easily organize clients and client information With a few keystrokes you are able to add display or modify client information This chapter takes you step by step in performing the above tasks as well as others which will also be discussed Adding Clients This section describes how to add clients and client information to the MOD2 program Once you have added a client you will have fast and easy access to information such as their address phone number and fax number as well as purchasing history and other options For more information on viewing client information see Displaying Clients later in this chapter gt To add a client 1 From the main menu select Clients by pressing F4 or use the DIRECTION keys to
68. Sub total the freight charge and the Grand Total If all the information the merchandise you selected the prices and quantities are correct type Y then ENTER to accept the invoice Go to STEP 22 To re enter the general information for the invoice and to change the goods sold to the client press E then ENTER to edit the invoice Follow STEPS 14 18 to add other items to the list of merchandise sold To remove an item press the HOME key highlight the appropriate line and press DEL To increase or decrease the price and or quantity yardage of an item press the HOME key select the appropriate line and enter the new values Go to STEP 12 To add and or substitute items sold to the client press A then ENTER See the paragraph above to learn how to remove a selected item and how to increase or decrease the price and or quantity yardage of an item Go back to STEP 14 To quit and go back to the invoice menu press Q then ENTER Type in all memos if any to be printed on the invoice and press ENTER An example of a memo would be Thank you for your order or whatever you prefer The invoice will be saved in the MOD2 and printed by the printer You will then be returned to the invoice menu While you are adding an invoice you are required several times to enter information about the invoice and the order The following list explains each item and what they mean The list is in order of appearance during the adding an
69. ag the merchandise which you want to pack while in a summary packing list you have to manually type in the Box Number Lot Number Roll Number and Quantity Yardage Please see CHPATER 11 MANAGING RECEIVED GOODS for further information on detailed and summary receiving MoD 173 What is a Packing List Chapter 12 Packing Lists ee It is crucial that you know the following things about packing lists Make yourself familiar with each one and be sure you understand them completely Once you add a packing list your inventory will be deducted accordingly It does not matter whether you have generated an invoice using that packing list or not A packing list must be made if you want to ship merchandise that was received in detail The generation of a packing list may not be skipped if that is the case Ina packing list the same style same style means style and color combination may not be packed in detail and in summary For example let s say your company ordered a certain quantity yardage of style 8765 color purple Then suppose it received two shipments from the supplier a week apart Your company received the first shipment in detail and when the second shipment arrived it received that in summary If that were the scenario then in a packing list your company will not be allowed to include merchandise from both of these receivings only one or the other It may however have packed both styles if their color
70. ar client A star next to an invoice number indicates that there is an existing post dated check for that invoice 206 User MOD2USER Station 21828 Report Client statement Name CURRENT 1 30 31 Demo 1 145 ol Demo Company a ol Demo Industries 4 230 ol 4 Aging summary as of 08 05 96 4 Very Short Aging DE Report Demo Industries 12345 AnyStreet AnyCity CA 90015 123 456 7890 Number of accounts 3 BALANCE 4 952 44 CURRENT 4 402 44 Lee 6 30 0 00 Ble GO 0 00 61 90 0 00 91 550 00 Demo Industries 12345 AnyStreet CA 90015 AnyCity 60 61 90 ol 0 ol 0 ol ol 100 88 ITs 00 89 00 00 00 11 August 05 1996 09 29 18 AM Page dy ot T NOTES Telephone 213 000 0000 123 456 7890 The Client Statement report pictured above was made for all owing clients It was generated in the Very Short Aging DE format 207 Finance Charges Added Aging Report Demo Industries 12345 AnyStreet AnyCity CA 90015 TEL 123 456 7890 FAX 123 456 7890 Demo Industries 12345 Any Street STATEMENT DATE 123 456 7890 08 05 96 Anycity CA 90001 Demo SalesPerson NUMBER DATE DUE ON AMOUNT CREDITS TERMS LATE FINANCE CHARGE 1 01 01 96 03 01 155 00 0 00 Net 60 157 12 00 3 01 02 96 03 02 3
71. are to go to a particular client The list will automatically pause with each screen full of information Press any key to view the next screen full or ESC to go back to the Dye Order menu Most recent DYE ORDER TYPE MODEL HHHHHHHH DATE DYE HOUSE Style gt DYED TOI BECKS DY 20 07 15 96 Demo Inc 1234 GREIG STOCK LAUNDERE 19 07 15 96 Demo Inc 1234 GREIG STOCK LAUNDERE 18 07 15 96 Demo Inc 1234 GREIG STOCK Select the Most FLAT 17 07 15 96 Demo Inc 1234 GREIG STOCK HYDROX 16 07 15 96 Demo Inc 6789 GREIG STOCK Recent Dye CROSS DY 15 07 15 96 Demo Inc 6789 GREIG STOCK Order option to HYDROX 14 07 15 96 Demo Inc 6789 GREIG STOCK YARN DYE 13 07 15 96 Demo Inc 6789 GREIG STOCK quickly view a JET DYE 12 07 15 96 Demo Inc 6789 GREIG STOCK JICKS DY 11 07 15 96 Demo Inc 6789 GREIG STOCK list of dye orders PADDLE D 67 15 96 Demo Inc 6789 GREIG STOCK BECKS DY 67 15 96 Demo Inc 1234 GREIG STOCK sorted by the FLAT 07 15 96 Demo Inc 8765 GREIG STOCK FLAT 07 15 96 Demo Inc 8765 GREIG STOCK date they were HYDROX 07 15 96 Demo Inc 8765 GREIG STOCK FLAT 07 15 96 Demo Inc 1234 GREIG STOCK entered FLAT 07 12 96 Demo Inc 1234 GREIG STOCK HYDROX 07 10 96 Demo Inc 6789 GREIG STOCK CROSS DY 07 10 96 Demo Inc 6789 GREIG STOCK FLAT 07 10 96 Demo Inc 6789 GREIG STOCK MoD 141 Transferring Goods Chapter 10 Goods in Process Management Transferring Goods Use the Mo
72. ause with each screen full of information Press any key to view the next screen full or ESC to go back to the Packing List menu recent PACK LIST DATE PACKED FOR ee a Most nn panama bbb bib P L STANDARD 7 06 25 96 Demo 1 P L STANDARD 6 House Acco 899 82 06 25 96 Demo Test 2 House Acco 449 91 With the press of a button you can quickly view the most recent packing lists All open and pending packing lists will be shown in red Mon 185 Additional Topics 3 Mon 186 Additional Topics CHAPTERS 13 The Concept Behind MOD2 14 Sample RED OWS 5 cia ha onsen Mel adne ee Cod eure es 15 What are the MOD2 Files 0 c eee 16 MODZ Opinions sixes exits eee eawene Ma wationt deseo I7 Printer SetuP eui rari ada tere eek aE bese eacBatek I8 Adding User Names 000s Mon 187 The Concept Behind MOD2 MOD was designed to fit in smoothly with your business It functions in a logical and ordered manner just like your business operates There is a particular route or path that an order goes through from the point a customer gives a purchase order to your company to when the merchandise ordered is actually shipped out This path consists of several stages which the order must travel through This chapter will show you a visual depiction of the various stages what occurs at each stage and what path the order takes through these stages After examining the flow chart you wil
73. be sent via MoD 176 Adding a Packing List Chapter 12 Packing Lists bo 9 Now you will have to select the merchandise you want to pack Use one of the four methods to select the goods to be packed Style Color Description Vendor This process is similar to the one described in STEP 14 of Adding Invoices in CHPATER 4 SALES MANAGEMENT Remember that you may use any of the four methods even though STEP 14 uses Style 10 Type in the unit selling price for the style you picked To accept the default price just press ENTER The process for adding a packing list now changes depending on whether the merchandise you selected was received in summary or in detail If it was received in summary continue here 11 You will now have to manually enter the details for the style you selected These details include the Box Number Lot Number Roll Number and the Quantity packed Yardage Press ENTER to move on to the next field When you are done entering this information press ESC to stop the process You then have the option of editing a previous line or to pack other styles To edit a previous line move the highlight over the line you want to edit and press ENTER To pack other styles press ESC again This is the screen where you will be entering the details of the merchandise you are packing in a summary packing list A running total of the quantity yardage is displayed in the upper left hand corner ROL
74. ber of the transaction you are looking to change and press ENTER 5 The next screen displays the information entered for the transaction Press any key to change an aspect of this information You should now see the change menu 6 Highlight the item you want to change and press ENTER 7 Type in the replacement for the item and press ENTER NOTE If you need to change the client the transaction was for you will be asked for an authorization code Please consult your system supervisor if this is the case NOTE Do not void a transaction unless you are absolutely sure that is what you want to do Voiding transactions is an irreversible process Listing Transactions You may find it helpful to generate a list of some or all transactions that have occurred MOD2 lists transactions by grouping them according to their type It can group them further by the model of the invoice the transaction was for if desired You can choose to print the report either on screen to the hard disk or to one of the installed devices on your particular system You may also choose from a variety of ways to sort the report as well Mon 75 Listing Transactions Chapter 6 Transactions To list transactions 1 From the main menu select Transactions by pressing F3 or by using the DIRECTION KEYS to move the highlight over Transactions and then pressing ENTER 2 Select List by pressing F4 or by highlighting List a
75. briefly explained below e Date This will sort the report according to the date entered for the sales order the date that is printed on the sales order e Number Select Number to sort the report numerically according to the sales order number e Purchaser This method will sort the report alphabetically according to the name of the purchaser the client who issued the purchase order to your company e Stamped Date Select Stamped Date to sort the report based on the actual date the sales order was entered into MOD2 MoD 106 Sales Order Reports Chapter 8 Client Sales Orders e Required By Date Choose this option to sort the report based on the date the purchaser must receive the merchandise by This date is specified when the sales order was added under the Cancel field This method of sorting will list the sales orders by priority or the ones which are required soonest to the ones required latest 2 Select a starting and ending date Only those sales orders whose date is within the time field you specify here will be included in the report For details on selecting a starting and ending date refer to Select a Starting and Ending Date in CHAPTER 2 BASIC SKILLS 3 Select the sales order models PO Models that you want to be included in the report Only sales orders from the sales order models you select here will be candidates to be included in the report The fewer models the you choos
76. ccessfully defined the style Mon 116 Managing Greige Goods Chapter 10 Goods in Process Management The process of defining a greige good will now be discussed To define a new greige good 1 Select Goods in Process from the main menu 2 Select Greige Management from the Goods in Process menu 3 Select the option Define 4 On the next screen you will have to enter all the specs for the greige good Make sure the color for the greige good is set to Greige or Greige Goods GREIGE GOODS STYLE 2345 GREIGE GOODS COLOR REI GE GOODS QUALITY CONSTRUCTION REED WIDTH WEIGHT YARDS 1b WEIGHT 2 MILL STYLE WARP YARN FILLAMENT YARN CONTENT This is the screen where you define all the specs for greige goods 5 Once you finish entering the specs in for the greige good you will end up on another screen At this time press ESC Type Y to accept the new greige good E to edit the information you entered for the greige good or Q to quit After choosing one of the above press ENTER MoD 117 Purchase Orders and Contracts Chapter 10 Goods in Process Management Purchase Orders and Contracts This section covers the stage when goods are ordered When your company wants to order more merchandise whether it be for stock or for a particular customer it needs to issue a purchase order to a mill In doing so it makes a contract with the mill for certai
77. ce you add a dye order to MOD2 the greige good which you selected to be converted will be appropriately deducted from your inventory When you receive the finished goods your inventory will be credited When adding a dye order you will be selecting the greige goods in detail and the finished goods in summary 1 From the main menu select Goods in Process Then select Dye Order Management from the Goods in Process menu Finally select Add Dye Order from the Dye Order menu 2 Select one of the listed dye order models These models represent different methods of converting greige goods to finished goods 3 Type in the dye order number and press ENTER 4 Enter the date for the dye order 5 Select the dye house where the goods will be converted 6 Enter the location where the finished goods should go to The default location is set to your company with the intention that the goods are intended for stock If the goods are not intended for stock but instead for a particular client enter that client s name MoD 130 Working with Dye Orders Chapter 10 Goods in Process Management 7 On the next screen you will have to enter the general information for the dye order Each item requested for will be described below Ero DYE ORDER A Enter a reference number for the dye order B Enter the expected percentage of greige goods you are willing to lose from the conversion process When greige goods ar
78. certain situations such as if you wanted to view the open dye orders of one particular dye house Mon 139 Working with Dye Orders Chapter 10 Goods in Process Management e Do you want the detailed receiving for each dye order Answer yes to this question if you would like to see detailed information regarding any receivings for each dye order 6 Select an output device to print the report to For more information on output devices see Output Devices in CHAPTER 2 BASIC SKILLS Viewing open and pending dye orders Use this option to quickly see which dye orders are still open and pending Open and pending dye orders are those dye orders which have not been marked complete meaning the finished goods which you wanted the greige goods converted into have probably not yet been fully received You are shown the following information for each open and pending dye order e The dye order number e The date of the dye order not the date it was added which is the stamped date but the date entered for the dye order e The name of the dye house to whom you sent the greige goods to be converted e The total dollar amount of the dye order If you did an input dye order which is used by knitters this amount is calculated based on the pounds of greige goods which you sent to the dye house Otherwise if you did an output dye order which is used by weavers the amount is calculated based on the yards of finished good
79. ch he she earned by that method and then you can enter that value when you do a Paid Commission transaction to credit the salesperson The report shows you extensive information regarding each invoice A commission summary can be viewed at the end of the report 199 Controller Inventory Report User MOD2USER Demo Industries August 05 1996 Station 21828 12345 AnyStreet 01 28 08 PM AnyCity CA 90015 Page TOEL Report Inventory controller printout report sorted by Style Style COLOR REFERENCE Description Vendor UPDATED PRICE QUANTITY VALUE 1234 RED 0 100 Cotton Demo Inc 08 05 96 275 419 733 25 2345 BLUE 0 100 Cotton Demo Inc 08 03 96 20 515 618 00 2345 RED 0 100 Cotton Demo Inc 07 26 96 2 00 28 56 00 2824 BLUE 0 100 Cotton Demo Inc 08 05 96 80 73 131 40 2925 AQUA 0 50 Cotton 50 Polyester Demo Inc 08 03 96 375 520 910 00 5678 AQUA 0 100 Cotton Demo Inc 07 26 96 50 421 631 50 5678 GREEN 0 100 Cotton Demo Inc 08 03 96 50 371 556 50 6543 GREEN 0 Rayon Demo Inc 07 26 96 2 30 320 736 00 6543 RED 0 Rayon Demo Inc 08 03 96 0 99 90 00 89 10 6789 BLUE Rayon Demo Inc 08 05 96 25 0 0 00 6789 RED Rayon Demo Inc 08 01 96 325 75 93 75 8765 PURPLE 0 Rayon Demo Inc 08 05 96 45 1 198 1 737 10 9876 PURPLE 0 Rayon Demo Inc 08 05 96 2715 130 357 50 Summary Cost Total 6 387 30 Average unit 1 5913 Selling price Total 12 293 44 Average unit 3 0626 market price Total 12 293 44 Average
80. creen are several options To use one of these options highlight it and press ENTER When you are done press ESC to return to the inventory menu Modifying Inventory If the information on one or more of the styles in your inventory changes such as its price description or the vendor you receive it from you may modify it To modify inventory Select Inventory from the main menu p 2 Select Modify from the Inventory menu 3 Select the style you want to modify in a similar fashion as that described in Displaying Inventory earlier in this chapter 4 Highlight the style you are looking for and press ENTER 5 On the following screen you will see a menu with several options in it These options allow you to display the style change the style information change the style contents MoD 58 Inventory Reports Chapter 5 Inventory Management gt add a new color number and go to the next or previous styles Make all changes that are necessary When you have finished modifying the inventory press ESC on the screen where you select the options to return to the Inventory menu Inventory Reports To obtain a detailed listing of certain items in your inventory all you have to do is generate an inventory report Inventory reports can show many things depending on the type of report you choose They can be useful to check the quantity yardage of all or certain items in your inventory so you know
81. ct general CONTRACT 22 Demo Ine information screen The status of Order Date 07 08 96 System stamped Orpen ree the contract which can be either contract mode IMPORT n marked complete or still 08 01 96 08 21 96 open will be shown next to the 10 01 96 Terms OPEN L C contract model By comparing cust Sales Order 123 ae Intended for STOCK the Original XCO field with the country of Origin JAPAN Purchasing Agent House Account XCO field you can determine Shipped Via UPS R n Destination Demo Industries Anycity CA 90001 whether the mill was able to ship out the goods your company ordered by the initially proposed ETD Press any key to continue 6 After you view the general information for the contract you will end up on a screen showing line by line the goods your company ordered from the mill Each line shows the quantity yardage ordered the style number the description and color of the style and the unit cost price for that style The last line shows you the total quantity yardage ordered plus the grand total for all the merchandise ordered together At the bottom of the screen in STEP 6 there are seven options which will each be discussed below To use one of the options simply highlight it and press ENTER To go back to the Contract menu press ESC on this screen MoD 123 Purchase Orders and Contracts Chapter 10 Goods in Process Management Details There are
82. d ending date refer to Select a Starting and Ending Date in CHAPTER 2 BASIC SKILLS 3 Select the contract models you want to be included in the report Only contracts from the contract models you select here will be candidates to be included in the report The fewer models the you choose here the more filtered and specific the report will be 4 Decide whether you want to customize the report Typing in Yes will allow you to further filter the report If you do not want to customize the report enter No and move on to STEP 6 5 Answer yes or no to these questions if you decided to customize the report e Select a particular supplier salesperson These options allow only the contracts of a certain supplier or a certain salesperson to be candidates for inclusion in the contract report e Choose output format for contracts Choose the output format which best suits your needs e Include only open and in process contract Answer yes to this question if you want only the open and pending contracts to be included in the report Mon 126 Purchase Orders and Contracts Chapter 10 Goods in Process Management 6 Select an output device to print the report to For more information on output devices see Output Devices in CHAPTER 2 BASIC SKILLS Viewing open and pending contracts Use this option to quickly see which contracts are still open and pending Open and pending contract
83. d first digit 5 will be displayed The same technique works with ZIP Codes This feature of MOD2 was designed for your convenience and to save time 4 If you entered the full name of the client there would be an exact match to what you entered and you should now see a screen with the clients name telephone number fax number the name of the contact person the contact s pager number the client s MOD2 account number the date when the account was opened and several options at the bottom of the screen which will be explained at the end of this section Mon 85 Displaying Clients Chapter 7 Client Management Contact Mr Demo 12345 Any Street Anycity CA 90001 Telephone 123 456 7890 Fax 123 456 7891 Notes Notes Are Shown Here Mike Barnes Salesperson Mike account opened Credit line Membership 01 01 96 0 00 Note L Statement Analysis Pay Habit Quote Output Envelope Label X If you entered the first few letters of the client s name or if you entered their phone number or ZIP Code you should now be on a screen which lists the closest matching clients to what you entered See hint above On this screen use the DIRECTION keys to move the highlight to the client you want to display If it is a long list of clients you may use the PAGE UP and PAGE DOWN keys to move the highlight one page at a time up or down so you don t have to hold the DIRECTION key for a long time When the highlight is over the nam
84. d it and then issue anew one MoD 219 APPENDIX B How to Contact MOD2 If you have a problem related to hardware printing or the network please consult your system supervisor or administrator If you experience a problem with your MOD2 software first consult this manual If that does not solve the problem try referring to APPENDIX A FREQUENTLY ASKED QUESTIONS which has the solutions to common problems If your problem is still not resolved feel free to contact us for technical support and assistance We will help you resolve the problem as soon as possible to get you back up running We understand how important our software is to your business and will assist you in any way we can There are a variety of ways you can reach MOD2 INC They are listed below e Fax Support You may fax your problem to us This is the recommended and probably the most efficient way to get your problem solved Fill out the assistance request sheet at the end of this manual and fax it to us You may fax MOD2 INC at 213 747 9250 Phone Support You may call MOD2 INC for over the phone assistance Before you call follow the instructions on the assistance request sheet at the end of this manual Our office hours are from 8 00 AM to 5 00 PM Mondays through Fridays Pacific Standard Time If you call after hours leave a message and we will get back to you on the next business day Our phone number is 213 747 8424 MoD 220 Appendi
85. d to pay accounts payable When you select Check you are first required to enter the Check Type here the number of the check and press ENTER The next screen requires you to enter the following e Pay To Type in the first few letters of the name of the client the payment was made to and press ENTER Next select the applicable name from the list that is displayed If the name you are looking for is not listed this means they are a new client If this is the case press ESC now You will be prompted to add the client to MOD2 See Adding Clients in CHAPTER 7 CLIENT MANAGEMENT on how to do this e Date Enter the date the check was issued and press ENTER The default value is set to the current day MoD 65 Adding a Transaction Chapter 6 Transactions SS SSS LL e Amount Type in the amount of the transaction and press ENTER e Notes Type in any notes regarding the transaction If the payment was made with a check you may want to enter the bank code If the payment was made with a money order you may want to type some information about the money order e Check Not used when entering a Check transaction To accept the Check type Y and press ENTER Otherwise type N Bounce Payment Select Bounce Payment if the check of a client was returned Because a Paid Invoice was already entered you need to enter a Bounce Payment to correctly debit the balance of the invoice for the amount of the check that was returned
86. date DATE TYPE HHttttttt SUPPLIER MILL XCO REQ _BY INTENDED PO QUANT STYLE COLOR PRICE NOTES 07 01 96 IMPORT 5 Demo Inc 07 01 96 09 01 96 STOCK 200 8765 PURPLE 2 50 07 03 96 IMPORT 6 Demo Inc 08 01 96 09 01 96 STOCK 12345 5 000 8765 PURPLE 250 07 05 96 IMPORT 7 Demo Inc 08 01 96 10 01 96 STOCK 300 6543 GREEN 255 07 08 96 LOCAL 0 Demo Inc 07 08 96 09 01 96 STOCK 259 787 BLUE 3 00 07 08 96 OFF SHORE 1 Demo Inc 07 08 96 09 01 96 STOCK 1015 500 9876 PURPLE 2 250 07 08 96 LOCAL 3 Demo Inc 07 08 96 09 01 96 STOCK A27 2824 BLUE 1315 07 08 96 DOMESTIC 4 Demo Inc 07 08 96 09 01 96 STOCK 350 8765 GREIGE GOODS 2329 07 08 96 OFF SHORE 7 Demo Inc 07 08 96 09 01 96 STOCK 555 5678 GREEN 1 3 50 07 08 96 IMPORT 8 Demo Inc 08 01 96 0 01 96 STOCK 299 787 BLUE 3 300 07 08 96 DOMESTIC 20 Demo Inc 07 08 96 09 01 96 STOCK 200 6789 GREIGE GOODS 1 25 07 08 96 IMPORT 22 Demo Inc 08 21 96 0 01 96 STOCK 123 125 6543 GREEN 5 00 07 08 96 IMPORT 8 Demo Inc 08 01 96 0 01 96 STOCK 500 6543 RED 2 50 07 08 96 DOMESTIC 9 Demo Inc 07 08 96 09 01 96 STOCK 300 6789 GREIGE GOODS aa 07 09 96 IMPORT 23 Demo Inc 08 01 96 0 01 96 STOCK 200 5678 GREEN 750 07 09 96 LOCAL 24 Demo Inc 07 09 96 09 01 96 STOCK 350 6789 FUSIA 250 07 09 96 DOMESTIC 25 Demo Inc 07 09 96 09 01 96 STOCK 400 6789 GREIGE GOODS 275 07 09 96 DOMESTIC 26 Demo Inc 07 09 96 09 01 96 STOCK 600 1234 GREIGE GOODS 223 07 09 96 IMPORT 28 Demo Inc 08 01 96 10 01 96 STOCK 1
87. devoted to defining and describing packing lists This includes the advantages and uses of packing lists as well as some limitations placed on them The rest of the chapter explains step by step how to perform the basic packing list operations Adding displaying voiding generating reports viewing open and pending and viewing the most recent Pictures have been placed throughout the chapter to help illustrate what is being discussed What is a Packing List A packing list is a listing of the merchandise to be packed and shipped to a client This listing consists of those items in your inventory which were packed plus information for each item including Box Number Lot Number Roll Number and Quantity Yardage In addition to this a packing list also holds various other information such as the terms and salesperson of the order the company the order will be shipped via and much more Once a client makes an order to your company it is both convenient and more efficient to generate a packing list for the order Although it is not mandatory to generate a packing list for the orders you send out except when the merchandise to be sent was received in detail it is highly recommended to do so The advantages of packing lists become evident each time you want to generate an invoice When you generate an invoice if any MoD 172 What is a Packing List Chapter 12 Packing Lists open and unused packing lists are available th
88. e Output Devices in CHAPTER 2 BASIC SKILLS MoD 94 Generating Client Statements Chapter 7 Client Management Generating Client Statements In a business it is imperative to be able to manage your receivable To do so you need the answers to the following questions e Who owes me money e How much do they owe me e How long have they owed me e What is the total sum of money owed to me e How can I see an aged view of the client showing me how long it took for an invoice to be paid e How can I send a bill to those who owe me money MOD 2 has the answers to all these questions To obtain these answers you need to generate client statements for those clients that are in debt When generating statements you will be asked for various information required to put the report together These will be discussed below e Eligibility Here you must select which clients will be eligible candidates to be included in the report There are four types of eligibility 1 Allclients Select this if you want to know all the clients who owe you money and want to generate a statement for each one 2 Clients of salesperson Select this if you want to generate statements for all owing clients of a particular salesperson 3 Clients of territory Select this to generate statements for clients in a particular territory 4 Clients of a group Select this if you want to generate statements for all owing clients of
89. e and to the transaction Under Check do not enter anything because this is not used with the Credit Invoice transaction Once you accept the Credit Invoice the second invoice will be credited 500 The balance for the second invoice will then become 50 NOTE Debit Invoice and Credit Invoice are always used together and in the order specified above Advanced Deposit Select Advanced Dep if the client gave an advanced deposit A customer is sometimes required to give an advanced deposit for something they want to purchase that is either valuable or will take a long time to obtain Advanced deposits are usually given for Mon 70 Adding a Transaction Chapter 6 Transactions SSS SSS __ S safety or security reasons The amount of the advanced deposit will be credit to the customer s account When entering advanced deposits you will be required to enter the following information e Advance dep Enter a number to identify the advanced deposit e Advance deposit from Enter the client whom the advanced deposit was from e Date Type in the date you received the advanced deposit e Amount Enter the amount the advanced deposit was for e Notes Type in any notes regarding the advanced deposit e Check If the advanced deposit was issued by check enter the check number here To accept the Advance De
90. e House modes This screen shows you detailed information regarding each roll in the receiving Look for these three things on this screen The Used By column shows you the client who used the roll if any For example if a roll was packed for a client in a packing list then when you view the details of that roll the Used By column will show that client s name The other columns show you various other information about the rolls including the original and available quantity yardage and the status of the roll MoD 154 Displaying Received Merchandise Chapter 11 Managing Received Goods At the end of the list of rolls you are shown a three line summary of all the rolls in the receiving The first line of this summary shows you the original number of rolls in the receiving how many have been used so far and how many are still available The second line shows you the same information except in yards and the last line shows it to you in percentages Ifa particular roll was involved in another transaction such as a packing list transfer or dye order the transaction type number and date plus the client associated with that transaction will be shown at the bottom of the screen when that roll is highlighted As you can see pictured above the highlighted roll was involved in packing list number 38 on July 25 1996 and the goods were packed for Demo 1 gt Supplier Mill Dye House Name Select this option to display the su
91. e House modes the last line will also show the total number of rolls received At the bottom of the screen in STEP 5 there are six options which will each be discussed below To use one of the options simply highlight it and press ENTER To go back to the Receiving menu press ESC on this screen Mon 153 Displaying Received Merchandise Chapter 11 Managing Received Goods Details This option can be used to view the details of merchandise which was received in detail Merchandise received in detail must have been logged under the Detailed In Transit or From Dye House modes There are no details for goods logged in the Summary or Adjustment modes When you select Details you will be shown the goods received in that receiving line by line Select the line for which you want to see the details Once you do so a screen will pop up similar to the following MOD2 DESCRIPTION 5367 PURPLE ig tl Rayon S MOD2 ID NUMBER ORIG USED AUVAIL QT 9 305 to OT STAT TYPE USED BY REF ist Demo 1 Ist ist Demo 1 0 375 505 8 350 0 0 939 40 40 380 ist Demo 1 Ist Ist Demo Ind 5 5 6 450 O16 ist Demo Ind 7 t 8 8 USED 1st Demo Ind o Pag CUSED ist Demo 1 3S 720 220 500 9 OK SECO Demo Ind 24 The Detail option will allow you to view the details of the individual rolls in a receiving that consists of detailed merchandise merchandise logged under the Detailed In Transit or From Dy
92. e box and lot number for each roll Detailed receivings may also be tracked and they simplify other processes such as the adding of a packing list In Transit This receiving mode is used by those who generate bar codes for their rolls Please see your system supervisor for more information on In Transit receivings From Dye House Select this mode when receiving finished goods from a dye house 3 Type in the receiving number and then press ENTER 4 Enter the date you received the merchandise and then press ENTER The default date is set to the current day Mon 148 Logging Received Merchandise Chapter 11 Managing Received Goods The process for adding a receiving now changes depending on the Receive Goods mode you selected If you selected an Adjustment or Summary receiving continue here 5s 6s 7s 8s 9s Select one of the listed suppliers from which you received the merchandise Type in a reference number for the receiving and then press ENTER You will now be selecting the merchandise you received Use one of the four methods to select the goods received Style Color Description Vendor This process is similar to the one described in STEP 14 of Adding Invoices in CHAPTER 4 SALES MANAGEMENT Remember that you may use any of the four methods even though STEP 14 uses Style Type in the quantity yardage you received for the style you selected and then press ENTER If you are doing an ad
93. e client s new membership s press ENTER to go back to the previous screen TIP To tag all the membership types simply hold the SHIFT key and while holding it press the SPACEBAR then let go of both To untag all the membership types do the same keystroke again You can make as many changes as you want Just repeat STEPS 5 and 6 When you are done making changes press ZERO 0 then ENTER to go back to the client menu or simply press ESC Listing Clients Often you might find it helpful to print a list of all your clients or certain clients to use for your reference MOD2 lists clients by grouping them according to their membership status You control which types of memberships you want included in the report You also have the option of selecting a format to display the report in and on what medium to print the report such as on screen to the hard disk or to one of the installed devices in your company gt To List Clients 1 From the main menu select Clients by pressing F4 or use the DIRECTION keys to move the highlight over Clients and press ENTER You should now be on the client menu screen Mon 93 Listing Clients Chapter 7 Client Management 2 Select List by pressing F4 or move the highlight to List and press ENTER You should end up on the membership selection screen 3 Tag the client memberships that you want included in the list by moving the highlight over it and then press
94. e converted into finished goods there is some natural loss because of shrinkage C Enter the maximum percentage you are willing to lose from the conversion process D Enter the date you are expecting to receive the converted finished goods E Select the method by which the finished goods will be sent back to you or to another client 8 After you enter the general information for the dye order MOD2 will then automatically search and list all the greige goods from your inventory It does this by searching for the color greige If the color for the greige good you want to issue was not set as greige MOD2 will not be able to find it and you will have to manually search for it the normal way Otherwise select the item which you are planning to convert 9 If you are doing an output dye order see discussion at the beginning of this section the unit cost price for the greige good will not affect the grand total for the dye order MoD 131 Working with Dye Orders Chapter 10 Goods in Process Management Just press ENTER to move on Otherwise if you re doing an input dye order type in the unit cost for the greige good 10 You will now be shown a list of all the receivings for the greige good you selected Move the highlight over the one you want and then press ENTER moD BEE REC LOG DATE IN CONTRACT DATE ORD SUPPLIER ROLLS ACTIVE QTY 07 10 96 07 09 96 Demo Ine _0 0 32 07 12 96 25 07 09 96 Demo
95. e here the more filtered and specific the report will be 4 Decide whether you want to customize the report Typing in Yes will allow you to further filter the report If you do not want to customize the report enter No and move on to STEP 6 5 Answer yes or no to these questions if you decided to customize the report e Select a particular purchaser Enter Yes if you want to view only the sales orders that were issued by a client of your choice e Select a particular salesperson If you want the report to contain the sales orders of a particular salesperson enter Yes here and then select the appropriate salesperson 6 Select an output device to print the report to For more information on output devices see Output Devices in CHAPTER 2 BASIC SKILLS Mon 107 Listing the Most Recent Sales Orders Chapter 8 Client Sales Orders Listing the Most Recent Sales Orders Select this option to quickly view a list of sales orders sorted from the most recent to the least recent This list shows the sales order model and number the date entered for the sales order the client who ordered the goods purchaser the salesperson for the order and the total dollar amount for the sales order The list will automatically pause with each screen full of information Press any key to view the next screen full or ESC to go back to the Sales Order menu MOD2 Most recent PO TYPE MODEL HHH H
96. e menu MoD 170 Associate Expense Chapter 11 Managing Received Goods Most recent EXPENSE TYPE MODEL HHRHHHHH DATE SUPPLIER hres AMOUNT STANDARD 16 08 02 96 Demo Inc Controller 255 STANDARD 15 08 02 96 Demo Inc Controller 133 STANDARD 14 08 02 96 Demo Inc Controller 80 STANDARD 13 08 02 96 Demo Inc Controller 139 STANDARD 12 08 02 96 Demo Inc Controller 500 STANDARD 11 08 02 96 Demo Inc Controller 267 STANDARD 10 08 02 96 Demo Inc Controller 1 794 STANDARD 9 08 02 96 Demo Inc Controller 1 134 STANDARD 08 02 96 Demo Inc Controller 492 STANDARD 08 02 36 Demo Inc Controller 400 ANDARD le ntr ller STANDARD 98 02 96 Demo Inc Controller 552 STANDARD 08 02 96 Demo Inc Controller 1 110 STANDARD 08 02 96 Demo Inc Controller 1 332 STANDARD 08 02 96 Demo Inc Controller 210 STANDARD 98 02 96 Demo Inc Controller 638 STANDARD 08 02 96 Demo Inc Controller 350 STANDARD 08 02 96 Demo Inc Controller 550 STANDARD 08 02 96 Demo Inc Controller 220 STANDARD 08 02 96 Demo Inc Controller 250 Viewing the most recent expenses is a one step process Expense numbers match the receiving numbers they are associated with MoD 171 Packing Lists This chapter focuses on how to use packing lists Packing lists play an important role in MOD2 This chapter will help make packing lists play an important role in your business as well The first section of the chapter is
97. e name you entered this screen is skipped and the procedure continues with STEP 5 4 To continue press ESC To stop the adding a client process press ESC twice 5 Pick the type of account membership you want the client to have by moving the highlight over the type you desire To tag that type press the SPACEBAR To untag it press the SPACEBAR again A small diamond shaped figure appears before the type of membership when it is selected If you are adding a shipping company like UPS select that membership if you want to add a MOD user select that type and so on When you are done press ENTER to continue Mon 79 Adding Clients Chapter 7 Client Management These are the many client memberships you may choose from amp mMob2 Choose Client Membership Trash Can Folder Private Normal active account Pay to client Purchasers Agents Reserved TAGGED Reserved Reserved First User Second User Third User Fourth User Fifth User Sixth User G MOD2 loadable loadable loadable loadable loadable loadable NOTE Pick only one membership for the client you are adding You may later include the client in other membership types For example a MOD2 user may also be a salesperson For more information on doing this see Modifying Client Information later in this chapter For an explanation of all the membership types see the list at the end of this section TIP Nor
98. e of the client you are looking for you will be able to see quick information on the client at the bottom of the screen This information consists of the client s name address phone number fax number the name of the contact person the contact s pager number and any notes To see more information and options on the client press ENTER to pop up the client information screen MoD 86 Displaying Clients Chapter 7 Client Management EI mop2 D matched Client 5 Demo Demo 2 Demo Industries Demo Test Demo Test 2 Demo Industries Mr Demo 12345 Any Street Anycity CA 90001 Mike Barnes Salesperson You may have noticed several words down at the bottom of the client information screen These are the options mentioned earlier in STEP 4 You can use these options to do tasks like viewing the client s purchasing history and pay habits as well as much more Each word and the function it performs will be discussed below in separate sections To select a particular option simply move the highlight over the option and press ENTER Note Use this option to enter any additional notes and comments you may have on the client There is more room for you to write notes here than the standard note section To add a note move the highlight to Note and press ENTER With the keypad type in the notes When you are done press F10 to go back to the client information screen To view the note section at a later ti
99. e only way to modify the contents of a packing list in the two cases above is to void the packing list and create a new one Voiding a Packing List For the security of your company no one may delete a packing list from MOD2 You may however void a packing list when the need arises When you attempt to void a packing list you will be asked for an authorization code Please see your system supervisor for the password After you void a packing list the merchandise listed within it will be automatically put back into your inventory Also you will see VOIDED blinking in red whenever you display a voided packing list Mon 183 Voiding Packing Lists Chapter 12 Packing Lists Viewing Open and Pending Packing Lists This option is useful to quickly see which packing lists are open and pending Open and pending packing lists are those packing lists for which an invoice has not yet been generated meaning they are not used Once you add an invoice using the packing list it will be taken off the open and pending list On the open and pending list screen all packing lists added that same day will be shown in green those added within 15 days will be shown in yellow and those added after fifteen days will be shown in red The last line shows the summary of all open packing lists consisting of the total number of open packing lists and the total number of rolls and quantity yardage from all the open packing lists You ar
100. e shown the following information for each open and pending packing list e The packing list number e The date of the packing list not the date it was added which is the stamped date but the date entered for the packing list e The client for whom the packing list was made e The total number of rolls in that packing list e The total quantity yardage in that packing list e The number of days that have passed since the packing list was added For your convenience you may print the list of all the open and pending packing lists by pressing P S MOoD2 This screen shows all open Press P to print List OPEN AND UN USED PACK LIST TYPE NUMBER DATE i Client ROLLS QTY DAY and pending packing lists Open and pending packing lists are those which have not been used in an invoice yet You may print the list by pressing P 184 Listing the Most Recent Packing Lists Chapter 12 Packing Lists Listing the Most Recent Packing Lists Select this option to quickly view a list of packing lists sorted from the most recent to the least recent This list shows the packing list model and number the date entered for the packing list the client for whom the packing list was made the salesperson for the order and the total dollar amount of the packing list All open packing lists those which have not been invoiced yet are shown in red to help distinguish them from others The list will automatically p
101. e to pay for it Payments are managed through the Transaction menu See CHAPTER 6 TRANSACTIONS If the customer returns part or all of the goods you sent to him her then you must issue a Credit Memo Credit memos will both credit your client and credit your inventory Goods issued credit memos return to your inventory as summary goods See Working with Credit Memos in CHAPTER 4 SALES MANAGEMENT Mon 191 CHAPTER 14 Sample Reports One of the most powerful features of MOD2 are its reports You can generate reports from almost any part of the program at any time in a couple of seconds Each report can be customized to fit your needs They can be viewed either on screen or printed to one of the installed devices on your computer system such as a printer Most reports allow you to select a starting and ending date allowing you to generate a report for a certain time period such as for a particular month or year This chapter includes samples for the more common reports The reports that will be shown are listed below Each report will be briefly discussed The following sample reports are included in this chapter Sales report Client report Receiving report Contract report Transaction report Dye Order report Detailed Sales Activity Commission report Several types of Inventory reports Several types of Client Statement Aging reports MoD 192 Sales Report User MOD2US
102. ed Merchandise For the security of your company no one may delete a receiving from MOD2 You may however void a receiving when the need arises When you attempt to void a receiving you will be asked for an authorization code Please see your system supervisor for the password After you have voided a receiving you will see VOIDED blinking in red when you display it Your inventory will also be appropriately deducted from MoD 156 Generating a Report on Receiving Chapter 11 Managing Received Goods Generating a Report on Receiving To view a report of receivings within a certain time period and sorted in a particular method select the Reports on Receiving option Receiving reports show you a summary of the goods that were received This summary information consists of the following The receiving log number The date entered for the receiving log The goods that were received shown by style number The supplier mill or dye house from which the goods came The colors of the goods received Any reference numbers entered for the receiving log The quantity yardage received of each style When you generate a report on receiving you will have to respond to some questions which MOD2 needs answered in order to put the report together This section will discuss these questions To generate a report on receiving 1 Choose a method to sort the report in The fol
103. ed as one of the invoice models you select here Tag the invoice models you want and then press ENTER You will now be asked to enter the minimum sales amount Enter a dollar amount here MOD2 will only search the invoices of those clients whose total amount of purchasing from your company totals to more than the dollar amount you enter here For example if you type in 1000 the program will only generate a statistical report of inventory for those clients who have in all bought more than 1000 from your company This way you can generate the report for a select group of clients There are three more questions that have to be answered before the report can be generated They are Whether you want details of each item in the report Whether you want the report to display each client on a page Whether you want to generate the report for a particular customer Answer these questions appropriately Mon 63 CHAPTER 6 Transactions The transaction module of MOD2 records payments credits debits and other transactions that occurred and then accordingly adjusts the balance of the appropriate client Once you have added a transaction it will be shown when you display the transaction as well as in the ledger and also when you display the invoice the transaction was for You may also change a transaction and list the transactions that occurred within a certain period This chapter will present how to work with transactions and will
104. efficiently managing your sales in an organized manner It is like a file cabinet with unlimited space that can sort your invoices by number customer date or some other format that you prefer Options such as adding displaying voiding and listing invoices are now at your fingertips This chapter will guide you step by step on how to manage your sales with MOD 2 Adding Invoices This section describes how to add invoices to MOD2 When you add an invoice it will be stored in MOD as well as printed by printer You can always refer back to an added invoice later on See Displaying Invoices later in this chapter You may use the printed copies of the invoice to file in record and give to your customers gt To add an invoice 1 From the main menu select Sales by pressing F1 or by using the DIRECTION keys to move the highlight over Sales and then pressing ENTER You are now on the invoice menu screen 2 Select Add by pressing F1 or move the highlight over Add and then press ENTER Mon 33 Adding Invoices Chapter 4 Sales Management 3 Pick an invoice model by highlighting the applicable group model and then press ENTER For explanations on the purpose of invoice models see Invoice Models in CHAPTER 2 BASIC SKILLS Enter the invoice number then press ENTER Type in the date of the invoice and press ENTER The default value is set to the current day If that is what you wan
105. elect items based on their color Description 0 Use this to find and select items based on their description You must type in at least three letters that are in the description of the item MOD will locate all the items that have the letters or words you entered in their description When the highlight is over the item you want See STEP 14 the letters or words you entered to find the item will be highlighted in the description area at the bottom of the screen Vendor Use this to find and select items based on the vendor of the item MEMO Any notes or comments for the client that you want printed on the invoice Stamped Date This reserved entry records the actual date a transaction was added regardless of the date entered for the transaction date the date printed on the invoice This field may be viewed however it may not be edited or changed This entry is useful when checking the sales activity of a salesperson on a particular day Depending on your particular installation you may also be asked for an approval number reference number packing slip number delivery receipt number and or another field or fields Enter these accordingly MoD 40 Displaying Invoices Chapter 4 Sales Management Displaying Invoices You often need to refer back to an invoice at a later date You can do this with MOD2 by displaying the invoice When you display an invoice you are shown the general information
106. electing goods press ESC The next screen will show the general information for the ship advise Press any key to continue MoD 161 Shipping Advise Chapter 11 Managing Received Goods 9 You will now be shown the goods which you selected for the ship advise Press Y to accept the ship advise E to edit the general information and the goods selected for the ship advise A to add or substitute items to the ship advise or Q to not add the ship advise and to return to the Ship Advise menu To display a ship advise If you want to know the general information and the specific merchandise sent in a shipment from a mill all you have to do is display the ship advise pertaining to that shipment Ship advises can be used to compare the goods received with the goods actually sent and can help you determine whether any goods were lost during shipment To display a ship advise all you need is the ship advise number which is usually the same as the number of the contract pertaining to the goods shipped 1 Select Shipping Advise from the Receiving menu 2 Select the option Display Ship Advise from the Ship Advise menu 3 You should now be on a screen prompting you to enter a ship advise number Type in the number of the ship advise you want display and press ENTER Most ship advises have the same number as the contract used to order the goods which were shipped If you do not remember the number of the ship advise you wish to display
107. en in a convenient format for you Each chapter and procedure in PART 2 USING MOD is ordered in the same way you see them on screen For that reason it is recommended for you to be at your computer in MOD2 whenever you are following a procedure to do a certain task This way you can perform each step as it is being described and it will help you to better understand what is being said The User s Manual is divided into the following parts Part 1 MOD2 Fundamentals Chapters in this part focus on the basic skills needed to start quit and work with MOD2 You should know everything in these chapters before going on to PART 2 Mon 13 About Your MOD2 Documentation MOD2 8 0 y a aaa aaar Part 2 Using MOD2 Chapters in this part explain step by step how to perform each function in each module of MOD2 Part 3 Additional Topics This part contains supplementary information regarding the use of MOD2 Appendixes The appendixes provide reference material on the following topics Solutions to common encountered problems Methods of contacting MOD2 INC if you need technical support Conventions To help you locate and interpret information easily the User s Manual employs consistent visual cues and typographical conventions They are defined below Type Style BOLD ALL CAPITALS The names of keys on your keyboard Everytime you are told to press a key it will be in this format to make it stand out Ex p
108. en shipped out the mill usually notifies you to verify that it has left The mill also gives you information regarding what was shipped out and how it was shipped You must know this information when you want to add a ship advise to MOD2 1 Select the option Add Ship Advise from the Ship Advise menu 2 Select one of the listed ship advise models Use the model which best describes the method of shipment e Standard Use standard for goods shipped overseas by boat This model should be used for the method of shipment you use the most often e Air Use this model for shipments via air Air shipments have a higher priority and the goods are transported faster The cost of shipment by air is assumed to be higher than merchandise shipped the standard method so if in your ship advises you see several air shipments note that they will arrive sooner and will cost more e Priority Use this model if the method of shipment did not fit in the above two models but you still want to give some priority to the shipment 3 Type in the date for the ship advise and press ENTER The default date is set to the current day so if that is what you want just press ENTER 4 A window should now pop up showing all open and pending contracts Select the contract you are entering the ship advise for and press ENTER 5 Type in the ship advise number and press ENTER The default ship advise number is set to the number of the contract you selected
109. enu select Packing List by pressing F9 or by using the DIRECTION keys to move the highlight over Packing List and then pressing ENTER You should now be on the Packing List menu Select the option Add Packing List Choose the packing list model you wish to use and then press ENTER Type in the packing list number and press ENTER Mon 175 Adding a Packing List Chapter 12 Packing Lists 5 Enter the date for the packing list The default date is set to the current day so just press ENTER if that is what you want 6 Select the client you are packing the merchandise for 7 Select the client you are shipping the merchandise to If this client is identical to the one you are packing the merchandise for then just press ENTER to go on 8 Type in all the information requested on this screen Each field will be briefly explained below PACK LIST A If the client placed a purchase order sales order enter their purchase order number here B If this order will go to a factor enter the number the factor assigns you here C This is the number a shipping or trucking company assigns you when you ship your merchandise through them D If your company makes a sales contract when a client issues a purchase order enter your company s sales contract number here E Select the salesperson for the order here F Choose the terms of payment for the order G Select the shipping company the order will
110. ere are two kinds of receiving in MOD2 Summary receivings and detailed receivings If on top of the cost of the goods you paid for shipping costs cartons etc you may record these extra expenses for the receiving by adding an Expense See CHAPTER 11 RECEIVE MANAGEMENT and also the section Associate Expense within that chapter MoD 190 Chapter 13 The Concept Behind MOD2 c Ifthe goods you received were greige goods they are usually sent to a dye house to undergo a process known as conversion Greige goods are like colorless raw materials Dye houses dye greige goods into the particular colors you want thus converting them into finished goods See Working with Dye Orders in CHAPTER 10 GOODS IN PROCESS MANAGEMENT This stage may not be skipped if the goods to be sent to the customer were received in detail It is recommended to always do a packing list because it is more efficient and it makes the adding of an invoice much simpler Once a packing list has been added the goods will be deducted from your inventory even though an invoice has not yet been generated See CHAPTER 12 PACKING LISTS Ifa packing list was made this stage is a matter of repeatedly pressing ENTER If not you will have to select the goods to be sent to the customer while you do the invoice only for summary inventory See CHAPTER 4 SALES MANAGEMENT If the customer keeps the merchandise then he she will of course hav
111. es individual invoice information each on a separate line The summary method is included in the detailed one SalesPerson summary This will show a summary of a salesperson s sales activity State This method sorts the invoices alphabetically by the state where the invoice was sold to Analyze amp Graph This method is usually used over a several month period It will provide management information and a comparison graph for the sales activity within the time field selected Stamped Date This sorts the report by the actual date the report was added to MOD2 This method is useful when checking the sales activity of a salesperson on a particular day MoD 44 Invoice Reports Chapter 4 Sales Management 2 Select a starting and ending date Only those invoices whose date is within the time field you choose here will be included in the report For details on selecting a starting and ending date refer to Selecting a Starting and Ending Date in CHAPTER 2 BASIC SKILLS Select the invoice models you want to be included in the report The fewer invoice models you choose here the more filtered and specific the report will be Answer yes or no to the remaining questions These questions give you further options on how the final report will be displayed Select a particular Sold To salesperson These options allow you to generate a more specific report You will be asked these if you cust
112. espersons and other clients please refer to the section Listing Clients in CHAPTER 7 CLIENT MANAGEMENT Mon 113 Listing Open Invoices for a Salesperson Chapter 9 Salesperson Management Listing Open Invoices for a Salesperson This option is identical to the Generate Statement option in CHAPTER 7 CLIENT MANAGEMENT It can be used to generate statements for clients of a particular salesperson with open invoices invoices which have not been paid for You are not however limited to generating statements for just clients of a salesperson You may select clients of a particular membership clients in a particular territory or all your clients as well For further information regarding this option please see Generating Client Statements in CHAPTER 7 CLIENT MANAGEMENT Listing Clients of a Salesperson The option List Clients on the Salesperson menu will generate a report showing you all the clients and their respective information for the salesperson of your choice To generate the report all you need to do is select the salesperson a report format one of the methods of sorting and an output device See the section Listing Clients of a Salesperson in CHAPTER 7 CLIENT MANAGEMENT for more information regarding this option MoD 114 CHAPTER 10 Goods in Process Management This chapter discusses the most complex feature in MOD2 This feature also happens to be one of the most important to your bu
113. ess of displaying a packing list step by step MoD 180 Displaying a Packing List Chapter 12 Packing Lists To display a packing list 1 2 3 5 Select Packing List from the main menu Select Display Packing List from the Packing List menu You should now be on a screen prompting you to enter a packing list number Type in the number of the packing list you want display and press ENTER If you do not remember the number of the packing list you wish to display select the option Most Recent Packing List for a quick listing of all packing lists sorted from the most to the least recent The next screen shows the general information for the packing list Once you have finished viewing this information press any key to continue This is a sample packing list general information screen E MOD2 PACK LIST 23 Date 07 02 96 PACKED FOR Demo Industries System stamped 07 02 96 pack list model STANDARD approval Notes A11 Notes Appear Here reference Demo Industries 12345 Any Street Demo SalesPerson 0 00 Anycity CA 90001 123 456 7890 Demo Industries 12345 Any Street Anycity CA 90001 Press any key to continue After you view the general information for the packing list you will end up on a screen showing line by line which merchandise was packed Each line shows the quantity yardage and the number of rolls packed the style number the description and
114. est 2 Federal Express House Account House Del Janet John Mr X Salesperson 2 UPS 213 987 6543 25211 3rd Street 1015 Los Angeles Ca 90005 123 456 7890 2345 Any Street AnyCity CA 90001 n 213 123 4567 98765 President Blvd Washington DC 54565 1 5 5 213 234 5678 2345 AnyStree AnyCity AnyState 98765 5 5 213 345 6789 2345 AnyStree AnyCity AnyState 98765 213 456 7890 2345 AnyStree AnyCity AnyState 98765 Ce ee S GP Gb cte et 213 567 8901 234 5 AnyStreet AnyCity AnyState 98765 213 678 9012 2345 AnyStreet AnyCity AnyState 98765 213 789 0123 2345 AnyStreet AnyCity AnyState 98765 213 890 1234 95494 Any Avenue AnyCity CA 90002 213 901 2345 2345 AnyStreet AnyCity AnyState 98765 END OF REPORT 03 05 35 PM This report is a simple client report It includes all client memberships is sorted alphabetically by client name and shows only the name telephone number and address of each client Client reports are very easy to generate Other Client Report formats allow you to see more information for each client such as their fax number and salesperson Client reports are restricted to only the memberships you select To see a report of only your suppliers mills for example tag only the Supplier Mill membership 194 Receiving Report User MOD2USER Demo Industries August 03 1996 Station 29573 12345 AnyStreet 03 31 42 PM AnyCity
115. ey will be listed when you are asked to whom the merchandise was sold Most recent INVOICE This is the list of DEE Pomi Ee ESE eS open packing lists OPEN AND UN USED PACK LIST i when generating an invoice Packing lists added the same n a ee eee ee eee day are shown in green those added within 15 days are shown in yellow and those added after 15 days are shown in red Here you have the option of selecting one of the available packing lists or if a packing list was not created for the order manually selecting to whom the merchandise was sold and which items in your inventory were sold refer to Adding Invoices in CHAPTER 4 SALES MANAGEMENT for the procedure on how to do this If you do select a packing list MOD 2 will then automatically know most of the information needed to generate the invoice such as what was sold to whom it was sold and the details of each item sold Otherwise if you do not select a packing list you will have to select the merchandise sold but will not be able to enter the details for the merchandise Box Number Lot Number and Roll Numter In MOD2 there are two different kinds of packing lists a detailed packing list and a summary packing list The difference between a detailed and a summary packing list is that in a detailed packing list the merchandise you select consists of those merchandise which you received in detail In a detailed packing list all you have to do is t
116. for some other reason You generate a credit memo for the returned item Now the invoice has a balance of 500 which means the client has 500 credit You then send the client a similar item but a little better than the previous one This item costs 550 You generate a new invoice for the 550 item The client wants to use his her credit to pay for the new item and just pay the difference This is where Debit Invoice and Credit Invoice come in You have to deduct 500 from the first invoice and credit it to the second one Select Debit Invoice You will be asked to enter the Debit Invoice Type here the number of the first invoice from which you must deduct the money from Under Date type in the date you are entering the Debit Invoice Under Amount type in the amount you are deducting 500 Under Notes type in any notes relevant to the Debit Invoice and to the transaction Under Check do not enter anything because this is not used with the Debit Invoice transaction Once you accept the Debit Invoice the balance for the first invoice will become 0 Now select Credit Invoice You will be asked to enter the Credit Invoice Type here the number of the second invoice which you must credit the money to Under Date type in the date you are entering the Credit Invoice Under Amount type in the amount you are crediting 500 Under Notes type in any notes relevant to the Credit Invoic
117. for your company s use Typically if your company uses a factor or sells it s receivable to an outside company it MoD 28 Invoice Models Chapter 2 Basic Skills is recommended that you at least separate and distinguish your invoices between those that are assigned to the factor and those that are not In all there is room for up to 32 mutually independent models within MOD2 This mechanism is used throughout MOD 2 Most recent INVOICE i Aaa meee DATE pm TO E INV non fact 10 06 25 96 company Mike Barne 3 750 non fact 9 06 25 96 Inc House Acco 7 900 non fact 8 06 24 96 Company Mike Barne 10 000 non fact 7 01 05 96 Industries Mike Barne 230 01 05 96 Industries Mike Barne 330 INVOICE models 01 02 96 Industries House Acco 520 01 02 96 Industries Mike 260 factored 01 02 96 Industries Mike 330 reserved 4 01 01 96 Industries House Acco 380 reserved 8 01 01 96 Industries House Acco 155 Client Risk consignment Charge backed Doubtful Acct Doubtful B reserved 2048 These are some of the more common invoice models Your company s invoice models may vary depending on its needs MoD 29 Initialization Sequence Before you begin using MOD2 you need to get the program up to date with your business The following are guidelines on how to achieve just that Following these guidelines will ensure a smoother transition to the new program 1 2 5 6 7 Enter all salesper
118. g Factored and non factored Credit Memos Purchase orders Detailed packing lists Purchase Contracts Payments from customers Debit and credit invoice Post dated checks Discounts and write offs Returned checks Salesman s commission 2 methods of calculation Based on invoices shipped Based on invoices paid Detailed aging Unlimited client notes Multiple invoice groups Customer management Customization of existing forms Includes invoices credit memos packing lists and purchase contracts Unlimited history storage Unlimited multi user access Ability to restrict access by station numbers Tracking of all activity by all users for maximum security Automatic file and record locking under multi user environment for maximum data integrity Multiple printer configuration Ability to setup multiple company or divisions under the same setup ef E eH HHH HH OH Oo SO gt o o o fet Oe o o In addition to all the above MOD2 also supports the following optional modules Goods in process Domestic Capable of the following e Inventory In house and outside warehouse including dye houses e Detailed packing lists on roll by roll basis e Generation of bar code ID and laser light pen interface e Purchase contracts e Dye orders e Provisions for 1 quality gng run of mill dark shades light shades prints mixed grades short rolls as are greige goods Mon 10 Features of MOD2 MOD2 8 0 e Provisions for 1 2
119. ging all your clients and client information logging receivings and shipments keeping track of your inventory and much much more are simplified with MOD2 This introductory section of the MOD2 User s Manual describes several of the features of MOD2 and the various modules which you can add to it later More importantly it goes over the structure of the manual and defines the typographical conventions and terminology found within the manual Features of MOD2 The key benefit of using MOD2 is that all information entered into the program is kept on line MOD2 uses advanced internal data structures and special algorithms to store your transactions efficiently As you add more and more transactions in MOD2 it will learn more and more about your business and will help you identify and understand patterns in your business In other software packages you set table sizes and file sizes in advance and you are forced to keep the information on line only for a limited time In MOD2 all files and table sizes are maintained dynamically Our software engineers have designed your MOD software to be able to expand automatically You will experience that within a few months of use MOD2 becomes an information center as it holds the details of any information that is relevant to your business Mon Features of MOD2 MOD2 8 0 The MOD2 standard program is capable of the following Inventory In house and outside warehouse Receivable Invoicin
120. goods in stock A packing list was not made This route cannot be taken if goods are detailed Chapter 13 The Concept Behind MOD2 Additional Information for Each Stage in Flow Chart Oa Ob When a customer wants to order goods from a company they usually do so by issuing a purchase order This stage occurs outside of MOD2 Purchase orders which customers give your company are called Sales Orders in MOD2 Sales orders may be entered into MOD2 but whether they are added or not has no effect on the course of the order See CHAPTER 8 CLIENT SALES ORDERS At this stage you need to decide whether you have the goods the client ordered in stock or not If the goods are not in stock then your company must order the goods from a supplier or mill This is done by issuing what is called a contract purchase order with the supplier or mill In MOD2 there are two main types of contracts Domestic contracts and Import contracts When the mill sends you the goods it usually notifies your company the date the goods were sent out and the expected date they should arrive This information can be entered in a Ship Advise See the section Purchase Orders and Contracts in CHAPTER 10 GOODS IN PROCESS MANAGEMENT Also see Shipping Advise in CHAPTER 1 MANAGEING RECEIVED GOODS When your company receives the goods it ordered from the mill it must record this receiving in MOD so the inventory can be correctly adjusted Th
121. hapter 2 Basic Skills TT OOO diamond shape will appear next to a tagged membership To include the client in more than one membership tag all the groups in which you want the client to be a member of and untag those that you do not want him her to be in When you are finished choosing the client s new membership s press ENTER to go back to the client information modification screen TIP To tag all the membership types simply hold the SHIFT key and while holding it press the SPACEBAR then let go of both To untag all the membership types do the same keystroke again Choose Client Membership Trash Can Folder Private Normal active account Pay to client 4444 Purchasers Agents Reserved TAGGED Reserved Reserved First User loadable second User loadable Third User loadable Fourth User loadable Fifth User loadable Sixth User loadable kai a a di a d a a These are some of the memberships you may choose from Invoice Models In MOD2 your invoices are categorized The names and the labels you assign to each category is set up by your system supervisor Invoice models are a powerful feature that allow MOD 2 to handle virtual departments within your company Itis as though your company consists of multiple smaller companies At any point you are able to get information on one or a group of models or all the groups within your company Your system administrator may have setup several models
122. he transaction I cannot print on the network printer what could be wrong E Printing problems may arise out of several reasons First you need to check if your server has been switched on Check all possible connections from your computer to the printer and from the printer to the server Check if you are logged in to the network To make sure reboot your computer and log back in If you are logged in and you still cannot print you can check your printer connections in the Control Panel on Windows For previous versions of Windows double click on the Print Manager icon to check your printer properties For the Windows 95 version click on Settings and select Printers and then click on your printer icon Click on properties and select MoD 218 Appendix A Frequently Asked Questions Detail to view your printer connections If you are connected to the network printer your printer port should be routed to the network printer queue can be shown as Servername q_1 and not on other ports other ports are either LPT1 or LPT2 whichever is available as a default If you are connected to the network printer and nothing is happening when you send a document out to print then you must be having network connections or configuration problems If this is the case consult a technical advisor I need to change some information for a Credit Memo How can I do so A Credit Memos may not be changed To change a credit memo voi
123. hen you view the ledger or display the invoice After the check has been cashed or deposited enter the check under the Paid Invoice transaction Once you enter the Paid Invoice all references to the post dated check will be removed When you select Post Date Ck you are asked to enter the Post Date Ck Type here the number of the invoice to which the post dated check pertains to and press ENTER The next screen requires you to enter the following information e Date Enter the date on the post dated check This will let you know when the post dated check can be cashed or deposited e Amount Type in the amount of the post dated check The default value is set to the current balance of the invoice e Notes Enter any notes regarding the post dated check e Check Type in the check number of the post dated check To accept the Post Date Ck type Y and press ENTER Otherwise type N Debit Invoice and Credit Invoice Debit Invoice is used in conjunction with Credit Invoice You will use these two types of transactions in scenarios like the following Let us say that a client bought an item from your company for 500 You generate an invoice and send him the item The client pays for the item one week later with a check for 500 His her balance now becomes 0 The client then sends back the item because Mon 69 Adding a Transaction Chapter 6 Transactions TT NHNM J TATNTNTNTNTNTATTNTuvTTN ___ oe it was damaged or
124. her reason do so accordingly e Notes Enter any relevant notes on the Paid Commission e Check If the commission was paid with a check enter the check number here To accept the Paid Commission type Y and press ENTER Otherwise type N NOTE The default method of calculation in MOD2 for the commission a salesperson earned is by the merchandise shipped added invoices This means that the default value for the Amount field will be the commission percentage times the amount of the invoice If however you want to calculate the salesperson s commission based on payments received for the invoice you will have to manually enter that value into the Amount field MOD2 can generate a report for you that shows the commission earned by a particular salesperson on each invoice from both methods of calculation To generate such a report see the section entitled Displaying a Salesperson in CHAPTER 9 SALESPERSON MANAGEMENT That section will show you how to generate a Detailed Sales Activity report Reserved Reserved is a transaction group almost identical to the Paid Invoice group This group can be thought of as an alternative Paid Invoice group For example let s say you want to keep payments given with check separate from those given with cash You may add a Paid Invoice for invoices paid with a check or a Reserved transaction for invoices paid with cash This way you can keep the two separate The advantage of this is that you
125. hey went out of business you need to enter a Write Off so the balance of the invoice becomes 0 Whenever you view the ledger of the client or look up the particular invoice it will be reflected that a discount was given that was not agreed upon by both sides meaning you were forced to give the discount to the client When you select Write Off you will first be asked to enter the Write Off Enter here the number of the invoice pertaining to the Write Off and press ENTER The next screen requires the following information e Date Type in the date you are issuing the Write Off e Amount Enter the amount of the Write Off The default value is set to current balance of the invoice The commission of the appropriate salesperson will be properly adjusted based on the corrected amount e Notes Type in any notes regarding the write off such as why it was given e Check Not used when entering a Write Off transaction To accept the Write Off type Y and press ENTER Otherwise type N Mon 68 Adding a Transaction Chapter 6 Transactions Post Date Ck A post dated check is a cosmetic transaction Select Post Date Ck if a client gave you a post dated check and you would like MOD2 to show record of it when you display the ledger for the client and when you display the particular invoice When you enter a Post Dated Check no adjustments are made to the balance of the invoice in any way You are just notified of its existence w
126. ice when payment is expected by the salesperson for the order and his her commission percentage the purchase order number for the order if any the client who the invoice is for the shipping company used to ship the merchandise to the client and the amount of the invoice of course All this information is shown in neat columns You may find it useful to generate a salesperson every month to see how much you sold You may even generate a sales report for a particular salesperson on a certain day by customizing the report selecting the salesperson of your choice and sorting the report by the Stamped Date the date the invoice was actually added to MOD2 At the end of the report you can view a summary of the information included in the sales report 193 Client Report User MOD2USER Demo Industries August 03 1996 Station 29573 12345 AnyStreet 03 05 35 PM AnyCity CA 90015 Page L OL ol Report Client List report sorted alphabetically Customer Name Telephone Address1l Address2 Bob Smith 213 123 4567 23456 Any Boulevard Los Angeles CA 90000 Controller Cha Demo 1 213 123 4567 2345 AnyStreet AnyCity CA 90015 Demo 2 213 987 6543 45678 Any Avenue 123 Any City NY 10010 Demo Company 213 123 4567 2345 AnyStreet AnyCity AnyState 98765 Demo Corp 213 987 6543 2345 AnyStreet AnyCity AnyState 98765 Demo Corporation 213 123 4567 3242 Any Road Atlanta Georgia 12345 Demo Inc Demo Industries Demo SalesPerso Demo Test Demo T
127. id not exceed the maximum allowable working loss or it will be blinking in red if it did Once you have finished viewing the general information for the dye order press any key to continue Mon 135 Working with Dye Orders Chapter 10 Goods in Process Management LL _ _ aaa aS 6 After you view the general information for the dye order you will end up on a screen showing the greige good to be converted on the first line and the finished goods they were supposed to be converted to on the other lines The line with the greige goods shows the quantity yardage or pounds sent to the dye house the style number and color which should be Greige or Greige Goods the number of rolls sent and the description The unit price for the greige good does not affect the grand total if you did an output dye order The lines with the finished goods show the quantity yardage or pounds you want produced from the greige good the style number of the finished merchandise the color of the finished good which will be the color you want the greige good dyed the description of the good and the unit cost price to dye that good If this is an input dye order the price of the finished goods will not affect the grand total The last line shows you the total quantity yardage or pounds of finished goods you wanted to be produced from the greige good and the grand total for the dye order At the bottom of the screen in STEP 6
128. ient information or press Q then ENTER to quit and go back to the client menu While you are adding a client you are prompted several times to enter information about the client The following list shows what is asked of you and explains what they mean The list is in order of appearance during the adding a client process Information Asked Explanation The name of the company This is the name that you will need to refer to whenever MOD2 asks for a client If you are entering a person enter his or her name under this category The type of membership you want the client to have A client can be a company that buys from you a salesperson for your company a MOD2 user or more The street address of the company you are adding to record If you are entering a person enter his her address Adding Clients Chapter 7 Client Management City State ZIP Code The city state and ZIP Code of the company you are adding If you are entering a person enter their city state and ZIP Code Any notes memos or comments you may have on the client client information etc The phone number of the company or person you are adding Usually the number where you can reach the contact person Do not put dashes or parenthesis when you enter the phone number This is done automatically for you House Account just press ENTER The form of shipping you usually use to send items to the client if applicable When adding an invoice
129. ients have bought from your company and which have not Custom Broker Pick this membership if you are defining a company which takes care of the release of goods from customs when the goods are imported Territory Definition Select this membership to define a new territory Mon 83 Displaying Clients Chapter 7 Client Management You may also include clients in two or more membership types This is useful if the membership status of a client changes For example a MOD2 user may later become a salesperson You then have the option of changing his her current membership to the new one or you may include him her in both memberships For more information on doing this see Modifying Client Information later in this chapter Displaying Clients Once you have added a client to MOD2 See previous section you may display them quickly at any time When you display a client you may look up information such as their phone number fax number address purchasing history and pay habits You may also print a statement of their purchasing history which includes information such as invoice numbers balances for each invoice due date for complete payment of the invoice payment received thus far for the invoice and the terms of payment This section explains how to perform all of the above tasks and more To display a client 1 From the main menu select Clients by pressing F4 or use the DIRECTION keys to move the highlight
130. in menu Moving Throughout MOD2 It is fairly easy to move throughout MOD2 ENTER ESC and the DIRECTION KEYS are about all you need to navigate through the various menus and screens in MOD2 Use ENTER to accept a highlighted option and to move to the next screen The DIRECTION KEYS allow you to move through lists move to the next option and move the highlight The key that you will probably use the most is the ESC key Use this key to move back to a prior screen and to not do an action If in the middle of a process such as adding an invoice you change your mind and decide not to add the invoice keep on pressing ESC until you are back on the menu screens ESC is almost always available to you so that you may at any time move back to a prior screen or back to the menu screens if you get stuck or make a mistake Using these three keys will allow you to maneuver through MOD fast and effectively Selecting a Starting and Ending Date Each time you generate a report you will be asked to enter the range of time that you want the report to cover You will be required to enter the starting date and ending date for the time field of the report This is a short simple process which will be detailed below MoD 24 Selecting a Starting and Ending Date Chapter 2 Basic Skills End of Decen End of 1 End of Oct End of Sep J End of Start of January 96 End of Start of January 95 End of Start of January 94 End of December To select
131. in red whenever you display it When you generate a report of invoices see Invoice Reports later in this chapter you will have the option of including voided invoices in the report or not If you void an invoice for which a packing list was made be sure to void the packing list as well or else your inventory will not be credited appropriately For discussion of this see What is a Packing List in CHAPTER 12 PACKING LISTS Mon 43 Invoice Reports Chapter 4 Sales Management Invoice Reports When you want to view a list of particular invoices sorted in a particular manner and within a certain time field simply generate an invoice report An invoice report may not only be viewed on screen but can also be sent to one of the installed devices on your system thus producing a neat and detailed hard copy of the report This section will discuss and explain the questions you need to respond to in order to generate the report To generate an invoice report 1 Choose a method to sort the report in There are various ways to sort invoices in MOD2 Each is unique offering you different ways to view the report Date This sorts the report by the date printed on the invoice Number This sorts the report by the invoice number Sold To This sorts the report alphabetically based on who the invoice was sold to SalesPerson detailed This will show a detailed sales report for the salesperson that includ
132. in the contract number and press ENTER 4 Type in the date for the contract and press ENTER The default value is set to the current day 5 Select the supplier mill from which you are ordering goods 6 Choose one of the listed locations where the goods will be delivered The highlight will default over your company s warehouse To select a location not on the list choose the option Specify Specific Location and type in the location All deliver to locations must be defined within MOD2 7 Select the shipping company the goods will be shipped via 8 You will now be prompted to select an agent Agents are people who help you deal with mills If the order to the mill went through an agent highlight that agent and press ENTER If there was no agent select House Account 9 If you selected a Domestic contract you will next be asked for the following e Seconds Type in the maximum acceptable percentage of the goods you are ordering to be second quality goods e Discount Type in the percentage you will be discounted for the second quality goods Otherwise if you selected an Import Local or Off Shore contract you will be asked for the Agent Here type in the percentage of the value of the goods ordered which the agent will receive for his services in dealing with the mill Mon 119 Purchase Orders and Contracts Chapter 10 Goods in Process Management EEE Eee ee 10 11 You will now have to en
133. ion Intel is a registered trademark and Above is a trademark of Intel Corporation ITC Zapf Dingbats is a registered trademark of International Typeface Corporation Linotronic is a trademark of Linotype AG and its subsidiaries Lotus and 1 2 3 are registered trademarks of Lotus Development Corporation MultiMate Advantage II is a trademark of MultiMate International Corporation an Ashton Tate company NEC is a registered trademark of NEC Corporation Olivetti is a registered trademark of Ing C Olivetti PFS and First Choice are registered trademarks of Software Publishing Corporation PageMaker is a registered trademark of Aldus Corporation Paintbrush is a trademark of Zsoft Corporation PostScript is a registered trademark of Adobe Systems Inc Recorder was developed for Microsoft by Softbridge Ltd Terminal was developed for Microsoft by Future Soft Engineering Inc TI is a registered trademark of Texas Instruments Inc Type Director is a trademark of Agfa Corporation AGFA Compugraphic Division VT 100 is a trademark of Digital Equipment Corporation WordPerfect is a registered trademark of WordPerfect Corporation Document No YN03495 2824 MoD Contents MOD2 8 0 ccccccccccccccccccecccceccccccccccecceeeee9 Features of MOD2 5 0cscuhoroucs chara ace den Oca ary ena 9 About Your MOD2 Documentation 2 13 PART 1 MOD2 Fundamentals Chapter 1 Getting Started ccccccee eee ee eee LD
134. ise Vendor is slightly different When you move the highlight to Vendor a list of all the vendors appears Select the appropriate one and press ENTER A list showing all the items bought from that vendor appears This list replaces the list mentioned in STEP 14 Here you must DESCRIPTION use one of the 100 Cotton _ j 50 four methods to 50 Cotton 50 Poliester 100 Cotton mi select the 09 9 j 1 7 50 Cotton 50 Poliester merchandise SUB TOTAL aE sold As you Freight GRAND TOTAL K add items they styled THA are listed at the COLOR Description top of the vendor screen and client below them a running total and quantity yardage is shown 14 Under Style enter the style number of the item sold to the client and press ENTER A list will come up showing the style number and all the colors available for that style Move the highlight over the one you want While the highlight is over it you will be able to see some information about it On the right side there is a chart showing the purchase activity of that style In the middle of the screen the purchasing history of that style by the client is shown The price description vendor and all notes on the style are located at the bottom of the screen After you have finished viewing this information press ENTER TIP If you cannot find a particular style try entering fewer digits or letters under Style Color or Description MoD 37
135. ished goods from the dye house for that dye order you would enter no because you would want to keep the dye order on the pending list Here while displaying the dye order you have the option of changing its status You may take a dye order off the pending list by marking it complete or you may put it on the pending list by marking it open Use this option when the need arises _Voiding dye orders For the security of your company no one may delete a dye order from MOD2 You may however void a dye order when the need arises When you attempt to void a dye order you will be asked for an authorization code Please see your system supervisor for the password After you void a dye order the greige good which you selected to be converted in the dye order will be accordingly credited back into your inventory You will also see VOIDED blinking in red whenever you display it To generate a report on dye orders The situation might come up when you want to view a list of particular dye orders sorted by a certain method or you may want to see a list of all open dye orders When such a situation occurs you may turn to MOD2 for answers The option Reports on Dye Order will quickly generate a report for your review All MOD2 needs to create the report are MoD 138 Working with Dye Orders Chapter 10 Goods in Process Management answers to a few questions which are necessary to filter it This section will describe these questio
136. ished viewing all this information press any key to continue 5 After you view the general information for the expense you will end up on a screen showing line by line all the expenses for the receiving you selected For each expense you are shown the unit cost and quantity The last line shows the total quantity and the grand total for all expenses together At the bottom of the screen in STEP 5 there are several options which will each be discussed below To use one of the options simply highlight it and press ENTER To go back to the Expense menu press ESC on this screen Details No detailed information is available for an expense gt Supplier Name Select this option to display the supplier mill or dye house that shipped you the merchandise in the receiving See Displaying Clients in CHAPTER 7 CLIENT MANAGEMENT for further information on the options at the bottom of the client information screen Next Next takes you to STEP 4 of the subsequent expense number The next expense number in sequence based on the order it was entered Previous Previous takes you to STEP 4 of the previous expense number The previous expense number in sequence based on the order it was entered Mon 169 Associate Expense Chapter 11 Managing Received Goods Reprint Select this to reprint the expense Change Select Change to modify different aspects of information for the e
137. it was entered Previous Previous takes you to STEP 4 of the previous ship advise number The previous ship advise number in sequence based on the order it was entered Reprint Select this to reprint the ship advise Change Select Change to modify different aspects of information for the ship advise Before each item you can change is a number Enter the number next to the item you want to change and press MoD 163 Shipping Advise Chapter 11 Managing Received Goods SS aaah ENTER Type in the replacement and then press ENTER Repeat this process to make any other changes When you are through making changes press 0 zero then ENTER to go back to the ship advise general information screen STEP 4 If you need to change an item which is yellowed please consult your supervisor To change the merchandise shipped from the mill you need to select Contents 1 Then follow STEPS 14 18 in Adding Invoices to add other items to the list of merchandise shipped To remove an item press the HOME key highlight the appropriate line and press DEL To increase or decrease the quantity yardage of an item press the HOME key select the appropriate line and enter the new value When you are done modifying the ship advise press ESC You will be returned to the screen with the general information for the ship advise and the contents of the ship advise will be updated accordingly Voiding ship advise
138. ith a letter of credit enter the letter of credit number here After you enter all the general information for the contract you will have to select the goods which you are ordering from the mill Use of the four methods Style Color Description or Vendor to select the goods you are ordering This process is similar to the one described in STEP 14 of Adding Invoices in CHAPTER 4 SALES MoD 120 Purchase Orders and Contracts Chapter 10 Goods in Process Management MANAGEMENT Remember that you may use any of the four methods to select the merchandise you are ordering even though STEP 14 uses Style If you selected a Domestic contract MOD2 will automatically search for and list all the greige goods in your inventory those with color defined as greige 12 Type in the unit cost price for the good you selected and then press ENTER 13 Type in the quantity yardage you want to order and then press ENTER You should now be back on the Style Color Description and Vendor screen On this screen you have three options You may select other goods which you wish to order from the mill Simply repeat STEPS 11 13 You may edit or delete goods which you have already selected to be ordered To do so press the HOME key You will be shown everything you have ordered so far line by line To edit a line move the highlight over that line and press ENTER To delete a line move the highlight over that line and press DEL
139. justment enter a negative number to decrease the quantity yardage of that style in your inventory or a positive number to increase the quantity yardage of that style Proceed from STEP 10 Otherwise if you selected a Detailed In Transit or From Dye House receiving continue here 5d You will now see a window that shows you all open and pending contracts if you are in the Detailed or In Transit mode or all open and pending dye orders if you are in the From Dye House Receive Goods mode Select the contract or dye order that pertains to the receiving you are doing Mon 149 Logging Received Merchandise Chapter 11 Managing Received Goods 6d 7d 8d 9d When you receive goods in detail you have to select the contract or dye order the receiving pertains to Here you are shown a list of open and pending contracts For each contract you are shown the contract number the date of the contract the supplier the total dollar amount of the contract and the quantity yardage ordered amp MOD2 Most recent RECEIVE GOODS TYPE MODEL HHHHHHH DATE SUPPLIER CONTRACT iY LOG OPEN AND UN USED CONTRACT BUY n O n 0 7 08 96 Demo Tne 350 00 200 Demo Inc 625 00 125 525 00 300 52 00 52 271 00 100 300 00 200 22 07 08 96 9 07 98 96 97 08 96 07 09 96 07 09 96 Demo Inc Demo Inc Demo Inc Demo Inc Type in a reference number for the receiving and then pre
140. k and ship To tag a roll move the highlight over the appropriate line and press ENTER To untag a roll press DEL on the line which you want to untag To tag all the rolls press INS To split a roll press the SHIFT and ENTER keys simultaneously MoD 178 Adding a Packing List Chapter 12 Packing Lists The Split option is very useful Suppose the rolls for the receiving you selected were all 100 yards quantity 100 and there were 5 rolls in that receiving If you wanted to pack 475 yards you would not be able to unless you split one of the rolls To do so you must highlight one of the rolls and press SHIFT and ENTER at the same time Then you will be prompted to enter the number of yards you want to take out Here you could type in 75 leaving 25 yards for later use Then if you tag the other 4 rolls you will have the 475 yards you wanted You may use the Split option on any roll to obtain the amount you are going to pack This column stands B Once you select a receiving you will end up on this screen Here you o must tag the rolls which you want to be placed in the packing list identification puu LEEI This column shows number assigned to K LOGE DATE IN CONTRACT DATE ORD SUPPLEER ROLLS ACTIVE QTY where the roll is that roll by MOD2 07 03 96 6 07 03 96 Demo Inc 14 3 443 located if not If your company a CS OE at your company s warehouse This Demo Indust could be another warehouse or even the client to whom the r
141. knitters are charged not for the pounds of greige goods which they wanted converted but for the yards of finished goods which was converted This is why the terms input and output are used The cost in an input dye order comes from the goods going in while the cost in an output dye order comes from the goods going out In MOD2 you do need to select whether you want to do an input dye order or an output dye order When the software was first installed for your company this was setup for you according to type of business you have Because output dye orders are the more common ones this section will refer to all units as yards There are several dye order options from which you may choose on the Dye Order menu These include adding displaying and voiding dye orders viewing pending and the most recent dye orders and generating a report on dye orders This section will discuss all of these options in order to make working with dye orders an easier task Mon 129 Working with Dye Orders Chapter 10 Goods in Process Management gt To add a dye order When you issue a dye order you need to instruct the dye house what you want converted and which colors you want to end up with This is how the dye order works in MOD2 The first line of goods you select STEP 8 must be the item which you want to be converted Lines two and on in the dye order must list the finished goods and the colors which you want the greige goods converted into On
142. l better understand how MOD2 operates and how the various options on the MOD2 menu are linked Each stage in the chart is numbered For more information on a particular stage refer to the appropriate number on the list found after the flow chart MoD 188 The Concept Behind MOD2 as shown for Demo Company Demo Company receives a purchase order from a client If goods not in stock this is external to MOD2 b Demo Company receives the goods 2 methods of receiving in MOD Receive in summary Receive in detail a Demo Company places a contract purchase order with a supplier or mill for more goods Import Contract Domestic Contract If finished goods received c Greige goods are sent to a dye house to If greige goods received be converted they undergo conversion into finished goods Demo Company enters customer purchase order into If sales order is added MOD 2 This is done by adding a Sales Order Customer keeps the goods Payments made are recorded by adding a Transaction If sales order is not added Goods are prepared for shipment to client Demo Goods are shipped Company to the customer generates an A packing list was made invoice from MOD2 Demo Company Customer generates a returns part or packing list all of the goods through MOD2 Demo Company issues a Credit Memo If
143. l next see a screen where you can change different aspects of information about the client Continue from STEP 5 Otherwise you will see a list of the closest matching clients to what you entered Select the client you want to change by using the DIRECTION keys to move the highlight over the client and then press ENTER You will then be on the screen where you can modify client information 5 Before each item you can change is a number To change a certain item type in the number before it with the keypad and then press ENTER 6 Using the keypad type in the replacement for the item you want to change When you are done press ENTER Client Memberships To change the membership statues of a client or to include a client in multiple memberships you may do so on this screen Follow STEP 5 to change a MoD 92 Listing Clients Chapter 7 Client Management Sg client s membership You should then see the membership selection screen To change a client s membership to another one move the highlight over the one you want to remove and untag it by pressing the SPACEBAR Then move the highlight to the new membership you want for the client and tag it by pressing the SPACEBAR again A diamond shape appears next to a tagged membership To include the client in more than one membership tag the groups in which you want the client to be a member of and untag those that you do not want him her to be in When you are finished choosing th
144. lay no role in the overall course of the order This means you still have to create a packing list and generate an invoice as usual even though the sales order holds the merchandise requested by the client The purpose of sales orders in MOD2 is simply to record the merchandise a customer ordered from your company for future reference You may of course add display and void sales orders as well as generate sales order reports and view the most recent sales orders This chapter will discuss these five sales order options Adding a Sales Order Clients usually issue a purchase order for the goods they wish to buy from a company When a client gives your company a sales order you may enter it in MOD2 so you have a record of the merchandise ordered by the client You may then look up the sales order at a later time to see what the client ordered for example before you go to create a packing list for the order gt To add a sales order 1 From the main menu select Sales Order Then select Add Sales Order from the Sales Order menu 2 Select one of the listed sales order models PO models The model you choose will describe the type of sales order you will be entering MoD 100 Adding a Sales Order Chapter 8 Client Sales Orders 3 Type in the sales order number and then press ENTER The number you enter here is NOT the purchase order number which the client issued This is simply your company s record numbe
145. lect Credit Memo by pressing F9 or move the highlight over Credit Memo and press ENTER You should now be on the credit memo menu screen 3 Select Display by pressing F2 or by moving the highlight over Display and then pressing ENTER Mon 49 Working with Credit Memos Chapter 4 Sales Management 4 Type in the credit memo number and press ENTER The credit memo number is a C followed by the invoice number the credit memo was made out for For example if invoice number 123 has a credit memo the credit memo number would be C123 If multiple credit memos are made for the same invoice the credit memo number will have an extra C From the example already given if invoice number 123 has three credit memos one will be C123 the second CC123 and the last CCC123 5 The next screen shows the information for the credit memo Towards the top right hand side of the screen is a box that within it lists any notes on the credit memo client or invoice If you notice the commission the salesperson received is also appropriately deducted based on the items returned When you finish viewing the information on this screen press ENTER to go to the next one 6 This screen shows the items that were returned by the client Note that the Grand Total is negative indicating that it has been deducted and credited to the client s balance At the bottom of the screen in STEP
146. lient membership and either include all your clients in that membership exclude all your clients from that membership or manually select which clients should be included in or excluded from that membership To use this option you must first know what a mask is used for A mask can be setup to change the membership of a group of clients rapidly without going to each client record individually and assigning the new membership When you select Mask Tag Group you will be asked to select a mask if you already have not already done so Once you select a mask you will be on a screen with five options Mon 97 Tagging and Grouping Clients Chapter 7 Client Management CHANGE RESELECT your mask 2 UNTAG clients matching your mask 3 TAG clients matching your mask ASCII EXPORT clients matching your mask as external CUFILE TAG These are the mask options Your current mask number membership number is shown at the top of the screen Each option will be described below 0 Select this to exit this screen and to go back to the Client menu 1 Select this to change your mask The window showing all the memberships will pop up Tag one of the memberships and then press ESC That membership will become your new mask 2 This option will untag all clients matching your mask Suppose you selected Salesperson as your mask If you choose this option MOD2 will go through all your clients and exclude everyone from the Sale
147. ll by MOD2 This column shows the original quantity yardage for the roll when it was received These are the options you may use on this screen The function of each is described above 12 13 Once you select a receiving you will end up on this screen Here you must tag the rolls which you want to be sent to the dye house for conversion This column shows where the roll is ONTRACT DATE ORD SUPPLIER ROLLS ACTIVE QTY l di 07 09 96 Demo Inc 6 400 ocated if not at your company s warehouse This could be another warehouse or even the client to whom the roll was shipped SYS I BALE TYP ROLL Tst QUAL 75 Ist QUAL LoT orG aTy 20 QTY STAT TYPE LOCATION 2 Ist QUAL 3 Ist QUAL 4 ist QUAL 5 Ist QUAL 6 This column shows the status of the roll TAG means that the roll has been selected USED means that the roll has been completely used and OK means that the roll is available to use This is the current quantity yardage tagged This column shows the quantity yardage available to be used This shows the current number of rolls which you have tagged When you have finished tagging the bales press ESC You will be back on the screen which shows the receivings for the greige good you selected To select another receiving for the same greige good move the highlight over the appropriate line and press ENTER Repeat this step until you have selected all the bales which
148. lowing are the ways you may sort receivings in MOD2 Select the one best fit for your purposes e Date This sorts the report by the date entered for the receiving the date printed on the receiving log not necessarily the date the receiving was added to MOD2 e Number This sorts the report by the receiving number e Supplier This sorts the report alphabetically according the name of the supplier where the goods originated from Select a starting and ending date Only those receivings whose date is within the time field you specify here will be included in the report For details on selecting a starting and ending date refer to Select a Starting and Ending Date in CHAPTER 2 BASIC SKILLS Mon 157 Viewing the Most Recent Receivings Chapter 11 Managing Received Goods SSS SS aS 3 Select the receiving modes you want to be included in the report Only receivings from the receiving modes you select here will be candidates to be included in the report The fewer models the you choose here the more filtered and specific the report will be 4 Decide whether you want to customize the report Typing in Yes will allow you to further filter the report If you do not want to customize the report enter No and move on to STEP 6 5 Answer yes or no to these question s if you decided to customize the report e Select a particular supplier Answer Yes if you want to narrow down the report
149. m supervisor It is a utility to backup MOD2 for safety purposes in case of a computer failure e Installation CAUTION This is for the use of the system supervisor only Tampering or editing of these installation options can affect the preset MOD2 configurations that were set up for your company MoD 211 Chapter 16 MOD2 Options a u L l Oo O OME e Monitor Logs The actions of all users of MOD2 are recorded for the safety of your company Use this option to view these recordings e Maintenance These options are for the use of the system supervisor They regenerate the MOD2 data files e Auxiliary Utilities This option is for the internal use of MOD2 e Remote Connection If you have the proper equipment and software and if this option was set up on your particular MOD2 installation then you may use this feature to remotely log in to your computer e Help amp On Line Manual Select this to view the on line manual e About MOD This option shows you information about your computer s technical specifications MoD 212 Printer Setup When MOD was first installed for your company all your printers were configured and setup within MOD2 For directions on how to setup new or additional printers please consult with your system supervisor MOD2 can support up to eight output devices Two of these are reserved for Screen and Disk thus allowing MOD2 to support a maximum of six printers or other devices
150. mal active account is the default membership If you just want this type of account simply press ENTER If you want to change the type of account membership remember to deselect this by pressing the SPACEBAR 80 Adding Clients Chapter 7 Client Management 6 On the next screen fill in the information about the client by typing it in with the keypad To move to the next bit of information press ENTER To go back a step press ESC NOTE Under telephone if you enter a number identical to that of an existing client already in the database you will next see a screen showing the client MOD2 matched the phone number with Press ENTER to go back to the previous screen At the bottom of the screen you are asked if the client you are currently entering is the same client as the one MOD2 matched the phone number with If this is the case just press ENTER because the default value is already set as Yes The adding a client process will then be aborted and you will be returned to the client menu screen If the two clients are different perhaps they are two divisions of the same company with one general phone number for both then type no and press ENTER to continue adding the client This feature of MOD2 further ensures that you do no enter the same client over again 7 When you are done you are asked if you want to accept and save the new account Press Y then ENTER to do so E then enter to edit and make changes to the cl
151. mation In the real world companies often move and telephone numbers frequently change Because of this MOD2 has an option to change client information so your records will always be up to date This option saves you the time of having to re enter the client into the computer How to do this function is the topic of this section To modify client information 1 From the main menu select Clients by pressing F4 or use the DIRECTION keys to move the highlight to Clients and then press ENTER You should now be on the client menu screen Mon 91 Modifying Client Information Chapter 7 Client Management 2 Select Modify by pressing F3 or move the highlight over Modify and press ENTER You should now be on a screen that has three items on it Name Telephone and ZIP Code 3 You have three choices on this screen e Under Name enter the first few letters of the company name you want to change or if you prefer enter the client s full name as it is stored in MOD2 If you are modifying a person enter his her name instead e Under Telephone enter the first few digits of the client s phone number starting from the area code or if you prefer enter the clients complete phone number Do not enter dashes or parenthesis This is done for you e Under ZIP Code enter either the clients full ZIP Code or the first few digits of it 4 If you entered the client s full name you wil
152. me simply select Note again All notes that were previously entered are kept intact and saved in the program Ledger The ledger is similar to a book of debits and credits Use ledger to view the purchasing history of a client This includes all their invoices and shows which ones have been paid which ones were voided which ones have not been paid and more MoD 87 Displaying Clients Chapter 7 Client Management OM u l l l MNR On the right hand side is a table showing the dollar amount of the returns and sales of the client within various time periods At the bottom of the table the values for returns and sales are totaled and displayed The ledger itself is divided into five columns These are Type Number Date Debits and Credits At the bottom of the screen you will see the balance for the client Under Type all transactions involving the client such as an invoice a paid invoice transaction or a credit memo will be listed To find out more information on an invoice or other transaction simply highlight it and press ENTER This will bring up a screen showing the details for it Under Number the number of the transaction will be displayed Under Date the date that was entered for the transaction will be shown Under Debits charges that are assigned to the client are listed Under Credits payments that are received from the client are listed The following also occur while viewing the ledger
153. n 89 Displaying Clients Chapter 7 Client Management e The cutoff percentage Select a cutoff percentage for the report For a detailed explanation of cutoff percentages and why they are used refer to Performing a Gross Profit Analysis in CHAPTER 5 INVENTORY MANAGEMENT e An output device Refer to Output Devices in CHAPTER 2 BASIC SKILLS for more information on output devices To perform a gross profit analysis on all your clients see Performing a Gross Profit Analysis in CHAPTER 5 INENTORY MANAGEMENT Pay Habit Select Pay Habit to pop up a box showing on average how many days it took for the client to pay for his invoices how long it took for the invoice to become a paid invoice Quote Use Quote to pop up a quick screen showing the purchasing history of the client on a particular style This is useful when you are on the phone with the client and you want to quickly view in which invoices you sold the client a certain style the date of the invoice how many he she bought of that style and the price for each If the client wants to purchase a style he she has bought before in the past you may use this option for your reference when dealing with the client Also some clients might call and simply say to give them style X at the same price they bought it last month for example You then use Quote to find out exactly how much it was that they purchased Style X last month To use Quote you must
154. n goods to be prepared and shipped by a certain date This section describes how to manage these contracts You may add a contract display a contract void a contract generate a report on particular contracts view open and pending contracts and view the most recent contracts gt Toadd a contract 1 From the main menu select Goods in Process Then from the Goods in Process menu select Purchase Management Finally from the Contract menu select the option Add Contract 2 Select one of the listed contract models In MOD2 there are four different contract models Each is briefly described below Domestic Select this model if you are issuing a contract with a mill within the United States from which you will be receiving greige goods which will later be converted to finished goods at a dye house Import Select this model if you are issuing a contract with an overseas mill from which you will be receiving finished goods Local Select this model if you are issuing a contract with a mill within the United States from which you will be receiving finished goods This model is similar to the Import model but it is instead used for mills within this country Off Shore This model is identical to the Import model with the exception that the goods will be received in another country outside of the U S MoD 118 Purchase Orders and Contracts Chapter 10 Goods in Process Management SSS aaa 3 Type
155. n Mark Open otherwise if the sales order is marked open you will be shown the option Mark Complete Use this option to change the status of the sales order Sales orders should be marked complete when all the merchandise the client ordered in the purchase order has been sent Mon 105 Sales Order Reports Chapter 8 Client Sales Orders Voiding a Sales Order For the security of your company no one may delete a sales order from MOD2 You may however void a sales order when the need arises When you attempt to void a sales order you will be asked for an authorization code Please see your system supervisor for the password After you void a sales order you will see the word VOIDED blinking in red whenever you display it Sales Order Reports To view a listing of particular sales orders between a certain time period select the option Reports on Sales Order When you generate a sales order report you are allowed to choose which sales order models you want to be included in the report and the method by which you want to sort the report You may even filter the report down to only those sales orders of a particular client purchaser of your choice by selecting the customize option STEP 4 This section will discuss the process of generating a sales order report 1 Choose a method to sort the report in There are various way to sort sales orders in MOD2 Select the one appropriate to your needs Each method will be
156. nd then pressing ENTER 3 Tag the transaction group s or type s you want to be included in the report by highlighting them and pressing the SPACEBAR Untag those group s that you do not want to be in the report by highlighting them and pressing the SPACEBAR When you have finished selecting the groups you want press ENTER to continue TIP To tag all the transaction types simply hold the SHIFT key and while holding it press the SPACEBAR then let go of both To untag all the membership types do the same keystroke again 4 Select the Layout Output Format you want for the report and press ENTER Choose Long output to display the report in its complete format including any notes and memos Choose Short Output for a condensed version of the report which fits in 80 columns 5 Highlight the method with which you want to sort the list and press ENTER e Date sorts the list by date of the transaction with the least recent ones being at the end of the list e Number sorts the list numerically according to the transaction number e Client sorts the list alphabetically according to the name of the client the transaction was for e Amount sorts the list numerically according to the amount of the transaction e Client Summary prints only a numerical list of the total sum for each client MoD 76 Listing Transactions Chapter 6 Transactions SSS SSS SS ae 7 Select the starting and ending date for the report See
157. ng a Salesperson Chapter 9 Salesperson Management Displaying a Salesperson Only one step is necessary to display a salesperson if you do so from the Salesperson menu After you select the option Display you will be shown a list of existing salespersons at your company Select the one you wish to display and then press ENTER The client information screen will then pop up for your review For a description of what you see on the client information screen refer to Displaying Clients in CHAPTER 7 CLIENT MANAGEMENT There are several options at the bottom of the client information screen These options are all described in Displaying Clients Two of the options are somewhat different when you display a salesperson These options are the Ledger and the Statement The differences when using these options for a salesperson will be explained below Ledger Selecting this option when displaying a salesperson will show you two other options Detailed Sales Activity and Ledger If your salesperson has bought merchandise from your company such as rolls to be used for samples you may view the ledger for that salesperson The Ledger is described in CHAPTER 7 The Detailed Sales Activity option will generate a commission report for the salesperson you are currently displaying The commission of a salesperson can be calculated in one of two ways based on merchandise shipped added invoices or based on payments received Paid Inv
158. ng a Starting and Ending Date in CHAPTER 2 BASIC SKILLS on how to select a starting and ending date e Acost level As you know every item in your inventory can have multiple price levels Here you need to tell MOD2 which price level it is that you want to be your cost price so it can be compared to the sold price Mon 61 Generating a Statistical Report of Inventory Chapter 5 Inventory Management SSS SSS SSS SSS aT e Invoice models MOD2 searches the invoices to find the goods sold to calculate the profit This option allows you to restrict its search so that it only goes through those invoices which are defined as one of the invoice models you select here e The cutoff percentage During the course of dealing with a client it may turn out that you have sold him her several samples of items in your inventory If the client liked one of the samples he would buy the goods corresponding to that sample in a large quantity yardage As time passes you may have sold the client several samples plus a few other items however these items at bulk quantities These bulk quantities might make up 80 to 90 percent of what you sold to the client while the numerous samples make up the other 10 to 20 percent Since you are only interested in the profit made by the bulk quantities and you do not want a gross profit analysis on all those various samples you need to select a cutoff percentage in this case around 80 or 90 percent e An output de
159. ns which you must respond to in order to generate the report 1 Choose a method to sort the report in There are two ways to sort dye orders in MOD2 Select the one appropriate to your needs e Open Dye Orders Choose this if you only want open and pending dye orders those which have not yet been marked complete to be included in the report If you select this option skip down to STEP 3 e All Dye Orders Choose this to include all dye orders in the report 2 Select a starting and ending date Only those dye orders whose date is within the time field you specify here will be included in the report For details on selecting a starting and ending date refer to Select a Starting and Ending Date in CHAPTER 2 BASIC SKILLS 3 Select the dye order models you want to be included in the report Only dye orders from the dye order models you select here will be candidates to be included in the report The fewer models the you choose here the more filtered and specific the report will be 4 Decide whether you want to customize the report Typing in Yes will allow you to further filter the report If you do not want to customize the report enter No and move on to STEP 6 5 Answer yes or no to these questions if you decided to customize the report e Select a particular dye house Enter Yes here if you want to only view the dye orders of a particular dye house This option can be useful in
160. ntory Management 8 Select an output device For more information on output devices see Output Devices in CHAPTER 2 BASIC SKILLS Performing a Gross Profit Analysis A gross profit analysis is a powerful report which MOD2 can perform to analyze your business It calculates the profit made on each item in your inventory from selling them to clients For example let us say you have a style called Style X MOD2 will go through all the invoices that contain Style X and will then compare the price Style X was sold to the cost price It will then calculate the profit On screen you will be shown the total quantity yardage of Style X sold the average price of Style X the total profit made from Style X and the percentage of your inventory sold that came from Style X You may also specify a certain time period for MOD2 to work in so it will only look for inventory sold within the dates you choose After calculating all this information for Style X the same will be done for the rest of the styles in your inventory and at the end of the report you will be shown the total profit made from all your inventory sold within the dates you chose When you perform a Gross Profit Analysis you will be prompted for the following information e A starting and ending date MOD2 will only search for merchandise sold within the time field you specify here This way you can calculate the profit made within a certain period of time Refer to Selecti
161. nycity CA 90001 Tel 123 456 7890 Date printed 08 05 96 Fax 123 456 7891 number salesperso date due date amount payment open bal terms late model 1 House Acco 01 01 96 03 01 96 155 00 0 00 155 00 Net 60 157 non facto 3 Demo Sales 01 02 96 03 02 96 330 00 135 00 195 00 Net 60 156 non facto 15 House Acco 01 02 96 01 02 96 640 00 520 00 120 00 Visa 216 non facto 7 Demo Sales 01 05 96 03 05 96 92 50 12 50 80 00 Net 60 153 non facto 20 Demo Sales 07 22 96 09 20 96 4229 64 0 00 4229 64 net 60 non facto BALANCE CURRENT L230 31 60 61 90 91 4 4 4 779 64 4229 64 0 00 0 00 0 00 550 00 The sample Client Statement report above was made for a particular client in the Narrow Summary format A star next to an invoice number indicates that there is an existing post dated check for that invoice 205 AA Aging Report User MOD2USER Station 21828 Demo Industries 12345 AnyStreet August 05 1996 03 01 58 PM AnyCity CA 90015 Page 1 of 1 Report Client statement DATE INVOICE DUE CURRENT 1 30 31 60 61 90 91 CLIENT Demo Industries Tel 123 456 7890 01 01 96 1 03 01 96 155 00 01 02 96 3 03 02 96 195 00 01 02 96 5 01 02 96 120 00 01 05 96 7 03 05 96 80 00 07 22 96 20 09 20 96 4229 64 TOTAL DUE 4 779 64 4229 64 0 00 0 00 0 00 550 00 This Client Statement was generated in the AA forma for a particul
162. o You may instantly at any time view a summarization of all receivings entered into MOD2 The list you are shown is sorted from the most recent to the least recent receivings Voided receivings as you can see above are dimmed and plus there will be a star next to the receiving number Shipping Advise When your company needs to order goods it makes a purchase order to a mill The contract it makes with the mill specifies which goods your company ordered the expected date the goods will be shipped out and the required date the goods need to be received by When your company receives the goods it adds a receiving in MOD2 to according update the inventory But what happens to the merchandise during the time it leaves the mill and it arrives at your company That s where the Ship Advise comes in Ship advises are used to keep track of goods after they have left a mill but before they are received They store a lot of information about the shipment The most important thing about a ship advise is that it records which goods were actually shipped out by the mill By knowing this information and examining the receiving you can quickly determine whether any goods were lost during shipment This section will help you to learn how to use ship advises to keep track of inventory being shipped from a mill MoD 159 Shipping Advise Chapter 11 Managing Received Goods To add a ship advise Once the goods your company ordered have be
163. ods were transferred to The list will automatically pause with each screen full of information Press any key to view the next screen full or ESC to go back to the Transfer Move menu Mon 145 Managing Received Goods Whenever your company receives merchandise that it ordered from a supplier mill or dye house you need to record that receiving in MOD2 so your inventory will be appropriately credited and updated This can be done from the Receiving menu The Receiving Menu can either be accessed from the Inventory menu or the Goods in Process menu This chapter will discuss how you can manage the goods you receive through MOD2 Detailed Versus Summary Receiving In MOD2 there are two categories of receiving summary and detailed In a summary receiving you only need to specify the merchandise you received and the quantity yardage received for each style Detailed receivings on the other hand are a little more difficult but more efficient In a detailed receiving you have to specify the box lot and roll number for each roll in the shipment you received This information is called the details of the rolls Once you enter these details other processes such as adding a packing list become much simpler In a packing list detailed inventory needs only to be tagged see CHAPTER 12 PACKING LISTS for more information on this The main argument for doing detailed receivings rather than summary ones is however not because of the
164. oice Transaction When you enter a Paid Commission transaction MOD2 defaults to the former method of calculation merchandise shipped However if you want to credit your salesperson based on the payments received for a particular invoice select the Detailed Sales Activity option You may then generate a report showing you the commission the salesperson earned by both methods MoD 110 Displaying a Salesperson Chapter 9 Salesperson Management To generate a detailed sales activity commission report 1 While displaying the salesperson select the option Ledger and then select Detailed Sales Activity 2 Select a starting and ending date for the report When MOD2 generates a sales activity report it will include only those invoices whose dates lie between the time field you select here For more information on starting and ending dates refer back to Selecting a Starting and Ending Date in CHAPTER 2 BASIC SKILLS 3 If you want to include a separate column for payments and credit memos for each invoice answer Yes to the question asked here 4 If you want to include a column showing the commission the salesperson earned based on merchandise shipped for each invoice answer Yes to the next question 5 Select the invoice models you want to be included in the commission report 6 Decide whether you want to customize the report Typing in Yes will allow you to further filter the repor
165. oll was shipped generates bar code labels this number will be printed on the label Demo Indust OoOYORUABWHA Demo Indust These are the Demo Indust options you may use on this screen The function of each is described above 1 2 2 3 3 4 4 5 5 6 6 7 7 NNDOOUUBRRWWNHNE This column shows the status of the roll TAG means that the roll has been selected USED means that the This shows the current number of rolls This is the current quantity roll has been which you have tagged yardage tagged completely used and OK means that the roll is available to This column shows the original quantity This column shows the quantity ise yardage for the roll when it was received yardage available to be used 13 When you have finished tagging the merchandise press ESC You will be back on the screen which shows the receivings for the style you selected To select another receiving of the same style move the highlight over the appropriate line and press ENTER Otherwise to pack another style press ESC MoD 179 Displaying a Packing List Chapter 12 Packing Lists You should now be back on the screen where you initially selected the style the Style Color Description Vendor screen On this screen you have three options You may select another style to be packed Follow the process beginning at STEP 9 You may edit or delete merchandise you have already packed To do so pres
166. omatically pause with each screen full of information Press any key to view the next screen full or ESC to go back to the Contract menu Most recent CONTRACT eS RS TT You can quickly view the most recent contracts with the touch of a button Open OFF SHOR 11 07 08 96 Demo Inc STK LOCAL 10 07 08 96 Demo Inc STK 2 10 and pending DOMESTIC 9 96 Demo Inc STK 300 IMPORT 6 Demo Inc STK 0 contracts are IMPORT 7 7 05 96 Demo Inc STK 00 00 IMPORT 6 Demo Inc STK 0 shown in IMPORT 7 Demo Inc STK 0 00 00 IMPORT Demo Inc Sg 7 75 00 green IMPORT 3 Demo Inc STK 50 0 IMPORT 2 Demo Inc Demo Indus MoD 128 Working with Dye Orders Chapter 10 Goods in Process Management Working with Dye Orders Greige goods need to undergo a process called converting to make them into finished goods This conversion takes place at a dye house Your company must issue a dye order telling the dye house which greige good you want converted and which colors you want them converted into There are two kinds of dye orders in MOD2 an input dye order and an output dye order Input dye orders are used by knitters Knitters buy receive and sell their merchandise in pounds When they issue a dye order with a dye house they are charged for the pounds of greige goods to be converted Output dye orders are used by weavers Weavers buy receive and sell their merchandise in yards the more common method They unlike
167. omize the report Include credit memo in report If you answer yes to this question MOD2 will take into account any credit memos for the invoices reported and will then not only include the gross volume but also the total value of the credit memos and the net volume This way you can see how much was sold how much was returned and how much was sold after deducting the returns Include voided invoice in report Answer yes if you want voided invoices to be included in the report Include only the voided invoice in report You will see this question if you wanted voided invoices to be included in the report Answer yes if you want the report to show only the voided invoices Select an output device to print the report to For more information on output devices see Output Devices in CHAPTER 2 BASIC SKILLS Mon 45 Listing the Most Recent Invoices Chapter 4 Sales Management Listing the Most Recent Invoices This section explains how to list the most recent invoices It is a short simple however useful procedure which you will probably use often When you list the most recent invoices you are shown the invoice model number date to whom the order was sold the salesperson of the order and the amount of the invoice To list the most recent invoices 1 From the main menu select Sales by pressing F1 or use the DIRECTION keys to move highlight to Sales and press ENTER 2 Select Most Recent
168. on output devices The statements will then be generated They will show the client s address your company s address and phone number the date of the statement the client s salesperson the amount owed the aging table and various other information depending on which statement format you selected The last page will be an aging summary for your own reference It will include the number of accounts clients who owe you the cutoff date the total balance owed to you as well as an aged view of all the owing clients combined MoD 96 Listing Clients of a Salesperson Chapter 7 Client Management Listing Clients of a Salesperson The option List Specific Salesperson simply lists all the clients of a particular salesperson All you have to do is select the salesperson select one of the listed layout formats select how you want to sort the list and you re done The layout formats are each unique some showing more information than others Select the one that most closely fits your needs Listing the clients of a salesperson is a useful option if you are only interested in knowing all the clients of a salesperson as well as their address phone number etc This report does not include purchasing history nor does it show the debits or credits of a client There are other reports which can do that for you Tagging and Grouping Clients The option Mask Tag Group on the Client menu screen allows you pick a particular c
169. one or more client membership groups Mon 95 Generating Client Statements Chapter 7 Client Management SSS o SaaS Statement format There are various layouts which you may choose to display the statements in They include 1 Each client on a page This format will have statements for each client on separate pages This is the format you want to use when sending your clients a bill 2 Detailed aging summary This format gives you lots of information Each invoice will be listed on a separate line When you select this format you will also be asked later on whether you want to include the notes in the statement 3 Narrow summary Use this for a simple statement 4 Short aging Use this to show the clients and their aging each on a line End period This is the cutoff date You may not want to generate statements for recent invoices because it is not yet time to send those clients a bill All invoices after the date you enter here will not be included in the statements Invoice models MOD2 searches through the client s invoices to see how much he she owes This option allows you to restrict its search MOD2 will only go through those invoices which are defined as one of the invoice models you select here Aging layout Select the aging layout you want to be shown on the statement Output device Select an output device See Output Devices in CHAPTER 2 BASIC SKILLS for further information
170. or details on selecting a starting and ending date refer to Select a Starting and Ending Date in CHAPTER 2 BASIC SKILLS MoD 52 Working with Credit Memos Chapter 4 Sales Management 3 Select the invoice models you want to be included in the report Only credit memos from the invoice models you select here will be candidates to be included in the report The fewer models the you choose here the more filtered and specific the report will be 4 Decide whether you want to customize the report Typing in Yes will allow you to further filter the report If you do not want to customize the report enter No and move on to STEP 6 5 Answer yes or no to these questions if you decided to customize the report e Select a particular Returned By Salesperson These options allow only the credit memos of a certain client or a certain salesperson to be candidates for inclusion in the contract report 6 Select an output device to print the report to For more information on output devices see Output Devices in CHAPTER 2 BASIC SKILLS gt To list the most recent credit memos 1 From the main menu select Sales by pressing F1 or by using the DIRECTION keys to move the highlight over Sales and then pressing ENTER You should now be on the invoice menu screen 2 Select Credit Memo by pressing F9 or move the highlight over Credit Memo and press ENTER You should
171. or style number were different You may not pack these two REC LOG DATE IN CONTRACT DATE ORD SUPPLIER ROLLS ACTIVE QTY e n 0 01 96 S ea 0 01 96 Demo Inc 14 137 in the same packing list because they are of the same style and color and because one was received in summary while the other in detail MoD 174 Adding a Packing List Chapter 12 Packing Lists SSS SSS a ss After you add a packing list your inventory will be deducted and the packing list will be placed on active or ready to use status Once you add an invoice the packing list will be closed or deactivated So what happens if you void an invoice When you void an invoice you are basically saying that the invoice was never added so the packing list for that invoice is placed on the active status again What does this mean This means that even though you voided the invoice your inventory was not appropriately adjusted To correctly credit your inventory you must void the packing list for that invoice as well Adding a Packing List This section covers the procedure to add packing lists Directions on how to perform a detailed packing list and a summary packing list will be explained If you do not know the difference between a detailed and summary packing list please refer back to the previous section What is a Packing List gt _ To add a packing list 1 From the main m
172. ou need to type in the first few letters of the ship to name and go back to STEP 8 Once you have selected or added the ship to name continue from STEP 12 12 Type in the information requested on this screen Press ENTER to move to the next field and ESC to go back one For explanations on what each item means see the list at the end of this section If you selected a packing list for this invoice all of the information you need to enter on this screen has already been entered into the packing list Therefore just press ENTER at every field and then proceed from STEP 20 if you want to change some of the information which you entered in the packing list you may still do so INVOICE This is the information you will have to enter in STEP 12 If you selected a packing list many of the fields will already hold the proper values 13 Now you are on the screen where you can pick the merchandise that was sold to the client There are four ways in which you can select the goods sold to the client By Style Color Description or Vendor MoD 36 Adding Invoices Chapter 4 Sales Management NOTE step 14 uses Style as the method to pick the items sold to the client You may however use whichever method is convenient for you If you want you may use Color to select a certain item and Description to select another one or some other combination of methods NOTE out of all the methods available to select the merchand
173. own everything you have selected to be received so far line by line To edit a line move the highlight over that line and press ENTER To delete a line move the highlight over that line and press DEL You may complete the receiving by pressing ESC On the next screen you will be shown the information for the receiving log Press any key to continue On the next screen you will be shown the merchandise you selected to be received and the total quantity yardage received At the bottom of the screen you have four options Press Y to accept the receiving E to edit the information for the receiving and the merchandise selected to be received only for Adjustment or Summary mode A to add or substitute items to the receiving or Q to not add the receiving and to return to the Receiving menu Displaying Received Merchandise Choose the option Display Receiving to see the general information and the merchandise received in a particular receiving Displaying receiving can be helpful in certain situations such as if there was a ship advise for a receiving By displaying the receiving and comparing the merchandise received with the merchandise shipped in the ship advise you can quickly determine if any goods were lost during shipment please refer to the section Shipping Advise later in this chapter for further discussion of ship advises If the merchandise was received in detail you may view these details when displaying the receiving
174. packing slip such as the RMA and press ENTER Type in who prepared the credit memo and press ENTER Enter any notes on the credit memo client or invoice and press ENTER If all the goods were returned this will be the last step MoD 48 Working with Credit Memos Chapter 4 Sales Management 16 Follow STEPS 14 18 in Adding Invoices earlier in this chapter to select the items returned and to be credited When you complete STEP 18 you are asked to accept the credit memo edit it add or substitute items to it or to quit Type Y then ENTER to accept it E then ENTER to make changes to the credit memo information and the items credited Follow STEPS 14 18 in Adding Invoices to add other items to the list of merchandise returned To remove an item press the HOME key highlight the appropriate line and press DEL To increase or decrease the price and or quantity yardage of an item press the HOME key select the appropriate line and enter the new values A then ENTER to add or substitute items see above or Q then ENTER to quit and return to the credit memo menu Once you have added the credit memo the printer will produce a hard copy of it Your inventory will also be updated To display a credit memo 1 From the main menu select Sales by pressing F1 or by using the DIRECTION keys to move the highlight over Sales and then pressing ENTER You should now be on the invoice menu screen 2 Se
175. pe N and press ENTER From the main menu move the highlight to Exit MOD2 and press ENTER To exit type Y and then press ENTER To return to MOD2 type N and press ENTER From the main menu press ESC To exit type Y and then press ENTER To return to MOD2 type N and press ENTER MoD 22 CHAPTER2 Basic Skills This chapter deals with several basic concepts in MOD2 You should know all the information in this chapter before continuing to the next one Sequences of events that occur often when you use MOD2 such as selecting an output device will be presented in this chapter When you come across these sequences in the later chapters you will be referred back to the appropriate section regarding it in this chapter where it will be discussed The MOD2 Screen Your MOD2 screen should look similar to the one below The different parts of the screen have been numbered The key for each number follows 1 Sales Inventory 2 Transactions Client Sales Order Add sales Salesperson Display sales Goods in Proces Void sales 3 Options Reports on sales Packing List Exit MOD2 Track Most recent sales 4 credit Memo Main menu 5 User MOD2USER station 21828 1 07 26 July 03 1996 MoD on Moving Throughout MOD2 Chapter 2 Basic Skills Key 1 Your company name will appear here 2 The title of the sub menu appears here 3 The colored bar is the highlight 4 This is a sub menu 5 This is the ma
176. ports on inventory please refer back to CHAPTER 5 INVENTORY MANAGEMENT Mon 115 Managing Greige Goods Chapter 10 Goods in Process Management SSS SSS ST There are essentially two tasks which must be done when you want to define a new greige good 1 You must define the greige good from the Greige Inventory menu When you define greige goods you should set the color as Greige or Greige Goods Not doing so will complicate other procedures such as adding a domestic contract For your convenience the default color will be set to Greige Goods so all you have to do when asked for color is press ENTER 2 You must define the same good from the Inventory menu as well Through the Inventory menu you should define the good as it would be finished with all the colors available for it An example using the two steps above would be the following Suppose you want to define a new style Style 1234 which is a greige good You would first have to go to the Greige Inventory menu and define Style 1234 with color set as Greige After you enter all the specs necessary to define the greige good you would have to go to the Inventory menu and define the style there as well Let s say Style 1234 comes in three colors red blue and green Following the process given for Adding New Inventory in CHAPTER 5 INVENTORY MANAGEMENT you would define Style 1234 with the three colors it comes in Once you do this you have su
177. posit type Y and press ENTER Otherwise type N Paid Commission Use Paid Commission to add a transaction that credits a salesperson the commission he she earned on a particular invoice When you select Paid Commission you are first asked to enter the Paid Commission Here you are to type in the number of the invoice which you want MOD2 to look at calculate the commission earned based on the commission percentage and credit the appropriate salesperson If you want to see a list of invoices for a salesperson that shows the commission earned and paid for each invoice you may do so by generating a detailed sales activity report for the salesperson This is explained in Displaying a Salesperson in CHAPTER 9 SALESPERSON MANAGEMENT After you enter the invoice number completing the Paid Commission is a breeze because MOD will already know who the salesperson of the invoice was and exactly how much he she earned When entering a Paid Commission you will be asked for the following information e Date Enter the date you are adding the Paid Commission Amount When asked for the amount you will almost always just have to press ENTER This is because the default value for Amount is already set to the commission earned Mon 71 Adding a Transaction Chapter 6 Transactions SS VN_____ ___ ooo based on the amount of the invoice If you need to enter a different amount because there was a credit memo for the invoice or for some ot
178. pplier mill or dye house from which you received the merchandise See Displaying Clients in CHAPTER 7 CLIENT MANAGEMENT for further information on the options at the bottom of the client information screen Next Next takes you to STEP 4 of the subsequent receiving number The next receiving number in sequence based on the order it was entered Previous Previous takes you to STEP 4 of the previous receiving number The previous receiving number in sequence based on the order it was entered Reprint Select this to reprint the receiving log Mon 155 Voiding Received Merchandise Chapter 11 Managing Received Goods Change Select Change to modify different aspects of information for the receiving Before each item you can change is a number Enter the number next to the item you want to change and press ENTER Type in the replacement and then press ENTER Repeat this process to make any other changes When you are through making changes press 0 zero then ENTER to go back to the ship advise general information screen STEP 4 If you need to change an item which is yellowed please consult your supervisor To change the merchandise received in a summary receiving either Summary or Adjustment mode select Contents 1 To change the merchandise received in a detailed receiving Detailed In Transit or From Dye House mode please see your system supervisor Voiding Receiv
179. r Description and Vendor screen To edit or delete the goods you have already selected press the HOME key You will be shown everything you have selected so far line by line To edit a line move the highlight over that line and press ENTER To delete a line move the highlight over that line and press DEL 15 On the next screen you will be shown the general information for the dye order Press any key to continue 16 You will next be shown the goods you selected for the dye order The first line shows you the greige good you selected to be converted The other lines show you which colors you wanted the greige good to be dyed You are also shown the total quantity yardage of finished goods you selected and the grand total for the dye order calculated based on yards of finished goods for output dye orders or pounds of greige goods for input dye orders At the bottom of the screen you have four options Press Y to accept the dye order E to edit the general information for the dye and the merchandise you selected A to add or substitute items to the dye order or Q to not add the dye order and to return to the dye order menu To display a dye order If you want to see the general information for a particular dye order and you would like to view the greige good selected to be dyed plus the finished goods they were supposed to MoD 134 Working with Dye Orders Chapter 10 Goods in Process Management aa be dyed into use the Di
180. r for the sales order 4 Type in the date for the sales order and press ENTER The default value is set to the current day 5 Select the client who issued your company the purchase order 6 Fill in the information requested on the following screen Each field will be described below On this screen you will be entering the general information for the sales order S Mob2 Be A Enter the client s purchase order number here B This is the date as specified in the purchase order when your company can start shipping the merchandise to the client C This is the absolute latest date the client must receive the merchandise by D When you come to this field a window will pop up listing all the salespersons for your company Choose the appropriate salesperson for the sales order E Enter the commission the salesperson will receive for this order MoD 101 Adding a Sales Order Chapter 8 Client Sales Orders F Select the shipping company with which you will be shipping the merchandise ordered to the client as specified in the client s purchase order G Select the method of payment terms for the order H Enter the factor approval number here if any 7 After you enter the general information for the sales order you will be selecting the merchandise the client ordered in the purchase order Use of the four methods Style Color Description or Vendor to select the goods the client ordered This proce
181. r the transfer on the next screen This information consists of a reference number a bill of lading number and the method the merchandise which will be transferred will be shipped by 9 On the next screen you will have to select the merchandise which you want to transfer This process is similar to the one in Adding a Packing List in CHAPTER 12 PACKING LISTS The only difference is that you will not be entering prices for the goods you are transferring Begin at STEP 9 in Adding a Packing List and perform all steps up to the end of the section To display a transfer move 1 From the Transfer Move menu select the option Display Transfer Move 2 Enter the number of the transfer you want to display If you do not recall the transfer number try listing the most recent transfer moves 3 The next screen will show you the general information for the transfer After you have viewed this information press any key to continue 4 After you view the general information for the transfer you will end up on a screen showing line by line the goods which you transferred Each line shows the quantity yardage and the number of rolls shipped the style number the description and the color of the style if you shipped greige goods the color field should be Greige The last line shows you the total quantity yardage and the total number of rolls shipped to the location you selected Mon 143 Tran
182. ress ENTER when you are done SMALL CAPITALS Used whenever you are referred to go to a certain step in a procedure and for the names of chapters Ex Go to STEP 5 Ex 2 as described in CHAPTER 2 BASIC SKILLS Italic Notes and tips Ex NOTE You should do Underlined An important statement you should note Ex Do not forget to Used when you are directly referred to an item on the screen and for the names of the sections in a chapter Ex select Style by Ex 2 refer to Adding Clients Initial Capitals Used when describing an item on screen Ex use Style to Mon 14 About Your MOD2 Documentation MOD2 8 0 Common Keys Used in MOD2 The following list describes the functions of keys you will be using often in MOD2 Key Operation Used to remove delete a selected item where applicable These keys include gt M and Y They move the highlight move you to the next option and move you through lists Used to accept an option to move to the next screen and to do an action These keys include the F1 F12 keys They are used to select items on the main and sub menus NOTE The number keys 1 12 perform this same function Used to go to the details of an item where applicable HOME also takes you to the first item when viewing a list Used to add insert a new item where applicable Moves you a page or a screen full of lines up SHIFT SPACEBAR When pressed together this tags all
183. rvisor To change the merchandise transferred to the location you specified you need to select Contents 1 Then follow STEPS 14 18 in Adding Invoices MoD 144 Transferring Goods Chapter 10 Goods in Process Management to add other items to the list of merchandise transferred To remove an item press the HOME key highlight the appropriate line and press DEL To increase or decrease the quantity yardage of an item press the HOME key select the appropriate line and enter the new value When you are done modifying the transfer press ESC You will be returned to the screen with the general information for the transfer and the contents of the transfer will be updated accordingly _Voiding a transfer move For the security of your company no one may delete a transfer from MOD2 You may however void a transfer when the need arises When you attempt to void a transfer you will be asked for an authorization code Please see your system supervisor for the password After you have voided a transfer you will see VOIDED blinking in red when you display it The record of the transfer will also be removed from the history of the goods which were transferred Listing the most recent transfers moves Select this option to quickly view a list of transfers sorted from the most recent to the least recent This list shows the model and number of the transfer the date entered for the it and the location where the go
184. s For the security of your company no one may delete a ship advise from MOD2 You may however void a ship advise when the need arises When you attempt to void a ship advise you will be asked for an authorization code Please see your system supervisor for the password After you have voided a ship advise you will see VOIDED blinking in red when you display it Viewing the most recent ship advises Select this option to quickly view a list of ship advises sorted from the most recent to the least recent This list shows the model and number the date entered for the ship advise the supplier mill from whom the goods are being shipped and the contract number which the ship advise refers to Mon 164 Associate Expense Chapter 11 Managing Received Goods The list will automatically pause with each screen full of information Press any key to view the next screen full or ESC to go back to the Ship Advise menu Most recent SHIP ADVISE usm DATE E D ADVS STANDARD 26 07 09 96 Demo Inc ADVS STANDARD 25 1 07 09 96 Demo Inc ADVS STANDARD 20 2 07 09 x NNO 23 07 09 96 Demo Inc ADVS STANDARD 20 1 07 09 96 Demo Inc ADVS STANDARD 22 07 09 96 Demo Inc ADVS STANDARD 21 1 07 09 96 Demo Inc ADVS STANDARD 21 07 09 96 Demo Inc You can easily look up the most recent ship advises Ship advise numbers with dashes such as 22 2 shown above show that the mill sent the goods you ordered in contrac
185. s are those contracts which have not been marked complete meaning the goods ordered have probably not yet been fully received You are shown the following information for each open and pending contract e The contract number e The date of the contract not the date it was added which is the stamped date but the date entered for the contract e The client with whom the contract was made and from you are ordering the goods the mill e The total dollar amount of the contract e The total quantity yardage ordered in the contract For your convenience you may print the list of all the open and pending contracts by pressing P Press P to print List OPEN AND UN USED CONTRACT El DA Ea 07 08 96 This screen shows you all open and pending contracts or contracts which have not been marked complete yet MoD 127 Purchase Orders and Contracts Chapter 10 Goods in Process Management Viewing the most recent contracts Select this option to quickly view a list of contracts sorted from the most recent to the least recent This list shows the contract model and number the date entered for the contract the supplier mill from whom the goods were ordered the total quantity yardage ordered in the contract and the total dollar amount of the contract All open contracts those which have not been used in a detailed receiving yet are shown in green to help distinguish them from others The list will aut
186. s is useful if the original packing list was damaged or lost and saves you the time of having to re enter all the information for the packing list and the merchandise packed for the client If you are asked to enter a note or message that is to appear on the packing list enter it accordingly MoD 182 Voiding Packing Lists Chapter 12 Packing Lists Change Select Change to modify different aspects of information for the packing list Before each item you can change is anumber Enter the number next to the item you want to change and press ENTER Type in the replacement and then press ENTER Repeat this process to make any other changes When you are through making changes press 0 zero then ENTER to go back to the packing list general information screen STEP 4 If you need to change an item which is yellowed please consult your supervisor There are two important restrictions to the modification of a packing list 1 You may not modify the contents nor the details of rolls for a packing list which was entered in the detailed mode For the discussion of summary and detailed packing lists please refer back to the section What is a Packing List at the beginning of this chapter 2 You may not modify the contents nor the details of rolls for a packing list which has already been invoiced Packing lists which have been used in an invoice are no longer open and pending and its contents may not be modified Th
187. s the HOME key You will be shown everything you have packed so far line by line To edit a line move the highlight over that line and press ENTER To delete a line move the highlight over that line and press DEL You may complete the packing list by pressing ESC On the next screen you will be shown the information for the packing list Press any key to continue Then you will be shown the merchandise you packed the total quantity yardage and rolls packed and the grand total for everything At the bottom of the screen you have four options Press Y to accept the packing list E to edit the information for the packing list and the merchandise packed A to add or substitute items to the packing list or Q to not add the packing list and to return to the Packing List menu Displaying a Packing List When you display a packing list you are first shown the general information for it This information consists of the client for whom the merchandise was packed and the client to whom the merchandise was shipped the salesperson and terms for the order the date model and notes for the packing list and more Next you are shown line by line the merchandise which was packed the total quantity yardage and number of rolls packed and the grand total for all the merchandise packed On this screen you have several options including viewing the details of each item to changing certain aspects of the packing list This section will cover the proc
188. s you wanted to be made out of the greige goods e The total quantity yardage or pounds of the finished goods you wanted to be made out of the greige goods For your convenience you may print the list of all the open and pending dye orders by pressing P MoD 140 Working with Dye Orders Chapter 10 Goods in Process Management ETUA This screen shows you all open and pending OPEN AND UN USED DYE ORDER vpe NUMBER DATE Wf client f AMOUNT dye orders Open dye E DY 07 10 96 Demo Inc 987 50 DYE 07 10 96 Demo Inc 200 00 orders are those DYE 07 12 96 Demo Inc 122 50 which have not been DYE 07 15 96 Demo Inc 183 75 DYE 07 15 96 Demo Inc 227 50 marked complete which probably means that the finished goods that were supposed to be made have not yet been fully received To print the list of open dye orders press P Press P to print List Viewing the most recent dye orders Select this option to quickly view a list of dye orders sorted from the most recent to the least recent This list shows the dye order model and number the date entered for the dye order the dye house to whom you sent the greige goods to be converted the greige good which you wanted converted and the location where the finished goods would be sent Dyed To The Dyed To column says stock if the finished goods are to be shipped to your company once they are dyed or it says the name of a client if the finished goods
189. se that does not include costing information If you select this model you will also be asked to choose a field Inventory listing simple This will give a simple or summary listing of the inventory Each on a page model Each style will be shown on a separate page Inventory listing detailed This provides a detailed listing of inventory that included all costing information It is usually used by the supervisor Per roll amp location printout The individual details of each roll will be listed This report model will only work if you have detailed inventory management installed as part of your MOD2 setup Please contact your system supervisor for the availability of this Per roll gross profit amp analysis This will give you costing on a roll by roll This report model will only work if you have detailed inventory management installed as part of your MOD2 setup Please contact your system supervisor for the availability of this Select a price level for the report and then press ENTER Decide whether you want the empty styles to be included in the report An empty style is one whose quantity yardage is zero meaning you do not have it in stock Choose whether you want to sort the report by Style Color Vendor or by Last Activity Date Last Activity Date will sort the report by the last time a style was involved in a transaction MoD 60 Performing a Gross Profit Analysis Chapter 5 Inve
190. sferring Goods Chapter 10 Goods in Process Management At the bottom of the screen in STEP 5 there are six options which will each be discussed below To use one of the options simply highlight it and press ENTER To go back to the Transfer Move menu press ESC on this screen Details No detailed information is available for transfers gt Location Name Select this option to display the client to whom the merchandise was transferred See Displaying Clients in CHAPTER 7 CLIENT MANAGEMENT for further information on the options at the bottom of the client information screen Next Next takes you to STEP 3 of the subsequent transfer number The next transfer number in sequence based on the order it was entered Previous Previous takes you to STEP 3 of the previous transfer number The previous transfer number in sequence based on the order it was entered Reprint Transfers may not be printed Change Select Change to modify different aspects of information for the transfer Before each item you can change is anumber Enter the number next to the item you want to change and press ENTER Type in the replacement and then press ENTER Repeat this process to make any other changes When you are through making changes press 0 zero then ENTER to go back to the transfer general information screen STEP 3 If you need to change an item which is yellowed please consult your supe
191. siness CHAPTER 5 INVENTORY MANAGEMENT focused on how to manage inventory which was already in your warehouse and which you had already received This chapter however deals not with goods which are in your warehouse but rather with goods that are in process Goods in process are goods which are in the stage of being ordered prepared shipped converted through a dye house if they are greige or received by your company This chapter will help you to efficiently manage goods which are in one of these stages through MOD2 The receiving stage because it by itself is fairly detailed and complex will be discussed in the next chapter MANAGING RECEIVED GOODS Managing Greige Goods Greige goods can best be described as raw materials Since they are raw materials they must undergo a process called converting which results in finished goods The converting process takes place at a dye house If your company issues contracts company purchase orders to domestic mills who produce greige goods then you must know how to define greige goods within MOD2 This section covers how to do that The options Display Modify and Report will not be discussed in this section because they are identical to the ones on the Inventory menu Only the option Define is different because here you are defining greige goods while on the inventory menu you are defining finished goods If you have any questions regarding displaying modifying or generating re
192. sion summary can be viewed at the end of the report 112 Listing Salespersons Chapter 9 Salesperson Management SSS u a u Sa Statement Selecting this option will reveal two other options Statement with One Client and Self Statement Statement with One Client is used to generate a statement for a particular client Self Statement on the other hand is used to generate a statement for the salesperson whom you are displaying This option is useful if the salesperson has bought merchandise from your company such as rolls to be used for samples and you would like to create a statement for that salesperson For more detailed information on client statements please refer to the section Generating Client Statements in CHAPTER 7 CLIENT MANAGEMENT Changing Salesperson Information The process of changing particular aspects of information for a salesperson is identical to the process described in Modifying Client Information in CHAPTER 7 CLIENT MANAGEMENT In fact the option Change on the Salesperson menu has the same function as the option Modify on the Client menu Listing Salespersons The option List All Salespersons allows you to generate a report showing all salespersons in your company along with their respective information such as name address and phone number You may also include other clients in the report by selecting the memberships which you want to be included For more information on listing sal
193. sons with their complete name address and phone numbers Enter all the shipping companies you use for shipping your merchandise Enter all of your customers with their complete address phone number and appropriate salesperson Define all of your styles and colors for your current inventory Try to categorize your inventory to 10 or 15 groups Use a three letter prefix for each group that is unique i e DS6 1000 would be used for Denim Solid 6 oz Style number 1000 Choose a cut off date to print your invoices by the new program Enter your inventory as of the cut off date Enter your customer s balance You can enter their open balance as one invoice or enter all of the open invoices separately MoD 30 Using MOD2 Z Mon Using MOD2 CHAPTERS 4 Sales Management isc econ de eae how Renee OR EEOAE He 5 Inventory Management 1 0 ccc eens 6 Transactions o ned a ts hte Sen Gale dae heeds 7 Client Management 0 ccc cece nes 8 Client Sales Orders 35 s sihu te onde Kab Ree a SOR eG 9 Salesperson Management 1 2 0 6 ccc 10 Goods in Process Management 00045 11 Managing Received Goods 06 c cece AD PACKING L1SIS ts 60 che Ghia ghorkotda ata neee wack estas aaa Mon 32 CHAPTER 4 Sales Management Sales is the most important part of a business Keeping track of all your sales and invoices is a very difficult but vital task MOD2 takes this burden off of you by
194. sperson membership W 1 This option will make all your clients included in the mask you selected Suppose you wanted to place all the clients stored in MOD2 in the Trash Can Folder All you would have to do is select Trash Can Folder as your mask and then select this option to make everyone part of the mask or of the Trash Can Folder 4 This option is for the use of the system supervisor or administrator You may also use the mask you chose to select particular clients which you want to include or exclude from the mask Suppose you selected MOD2 Users as your mask You would then have to select the option Modify and then list some clients Let s say you told MOD2 to list all clients whose name begin with the letter D When MOD2 MoD 98 Tagging and Grouping Clients Chapter 7 Client Management gg ggg IT shows the list on screen you should notice two options on the right hand side which you usually do not see These options tell you how to tag and untag particular clients First highlight the client you want to tag or untag Then if you want to make the highlighted client a MOD2 User press INS To exclude a MOD2 User from the MOD2 User membership press DEL The highlighted person will no longer be a MOD2 User MoD 99 CHAPTER 8 Client Sales Orders A sales order is a purchase order that a client makes to your company MOD2 allows you to enter sales orders you receive into the program but they p
195. splay Dye Order option When you display a dye order you are not only shown what was mentioned above but you may also change the status of the dye order open or complete and modify various aspects of information for the dye order 1 Select Goods in Process from the main menu 2 Select Dye Order from the Goods in Process menu 3 Select Display Dye Order from the Dye Order menu 4 You should now be on a screen prompting you to enter a dye order number Type in the number of the dye order you want display and press ENTER If you do not remember the number of the dye order you wish to display select the option Most Recent Dye Order for a quick listing of all dye orders sorted by the date they were entered starting from the most recent 5 The next screen shows the general information for the dye order On this screen there is a field which says Actual Working Loss When greige goods are dyed and converted there is normally a small loss due to shrinkage The Actual Working Loss field will show you the actual percentage lost in the conversion process This field will say Not Computed if the dye order has not been marked complete yet Otherwise when the dye order is marked complete this field will show the percentage lost This percentage is calculated based on the quantity yardage of greige goods used and the quantity yardage of finished goods received The percentage will be shown in green if it d
196. ss is similar to the one described in STEP 14 of Adding Invoices in CHAPTER 4 SALES MANAGEMENT Remember that you may use any of the four methods to select the merchandise you ordered even though STEP 14 uses Style 8 Enter the unit price the client will be paying for the style you selected as specified in the purchase order 9 Type in the quantity yardage the client ordered of the style you selected and then press ENTER You should now be back on the Style Color Description and Vendor screen On this screen you have three options Ifthe client ordered other merchandise which you have not yet selected you may add those items to the sales order by repeating STEPS 7 9 You may edit or delete the merchandise which you have already selected to be ordered To do so press the HOME key You will be shown everything entered for the sales order so far line by line To edit a line move the highlight over that line and press ENTER To delete a line move the highlight over that line and press DEL e You may complete the sales order by pressing ESC MoD 102 Displaying a Sales Order Chapter 8 Client Sales Orders SS SSS o On the next screen you will be shown the general information you entered for the sales order Press any key to continue You will next be shown the merchandise ordered by the client the total quantity yardage ordered and the grand total for the entire order At the bottom of the screen you ha
197. ss ENTER Select the shipping company that shipped you the merchandise you are entering the receiving for You should now be on the Style Color Description and Vendor screen At this point press the HOME key The merchandise ordered in the contract or dye order will now be shown on screen line by line Move the highlight over the line you want to receive and then press ENTER You will now have to enter the details for the style you selected to receive These details consist of the Box Number Lot Number Roll Number and the Quantity received yardage if you are receiving finished goods or Bale Type Bale Lot Number Bale Number and the Quantity received yardage if you are receiving greige goods For further discussion on greige goods please see the section entitled Managing Greige goods which can be found in CHAPTER 4 GOODS IN PROCESS MANAGEMENT 150 Logging Received Merchandise Chapter 11 Managing Received Goods Press ENTER to move on to the next field When you are done entering the details press ESC to stop the process You then have the option of editing a previous line or to select other styles to receive To edit a previous line move the highlight over the line you want to edit and press ENTER To select another style to receive press ESC once more and continue from STEP 10 This is the screen where you will be entering the details of the merchandise you are receiving in a detailed receiving A summary of
198. st two devices and their operation NOTE All MOD installations reserve the first two devices for Screen and Disk accordingly e Screen displays the report on your screen Use the DIRECTION PAGE UP PAGE DOWN HOME and END keys to scroll through the report TIP To search through the report for a particular string while the report is on screen press HOME to take you to the beginning of the report Next press F for find Type in the string you are looking for and press ENTER If there are any references to that string it will be highlighted and the line it occurs in will change color To search for the next instance of the same string within the report press F3 When you are through examining the list press F10 or simply press ESC to go back to the menu screen you were on e Disk saves the report on the hard disk in the directory where your MOD files are located When you select Disk you will be asked for a filename Enter a filename for MoD 26 Client Memberships Chapter 2 Basic Skills e the report and press ENTER All lists that are saved to disk have the extension REP which stands for reports You may view a list saved to disk at any time by opening the file it was saved as in most text editors and word processors e Devices U through Z represent devices usually printers within your company When you select one of these the report will be sent to that device This provides you with a hard copy of the li
199. st which you may review write notes on or keep for reference On your screen the name of the device will be shown such as HP LaserJet instead of Device U V etc Client Memberships Memberships organize different types of clients A client that buys merchandise from you a salesperson for your company a shipping company and a MOD2 user are all different types of clients By placing them in separate categories or memberships you are efficiently organizing your clients within MOD2 You will benefit by this method of organization each time you want to generate a list of your clients All you have to do is choose the memberships you want to be included in the report This way you have the ability to create reports including all your clients or just a select few based on the memberships you designate Modifying a Client s Membership Status To change the membership status of a client or to include a client in multiple memberships you may do so on the client information modification screen Follow STEP 5 in Modifying Client Information of CHAPTER 7 CLIENT MANAGEMENT to change a client s membership You should then see the membership selection screen To change a client s membership to another one move the highlight over the one you want to remove and untag it by pressing the SPACEBAR Then move the highlight to the new membership you want for the client and tag it by pressing the SPACEBAR again A Mon 27 Invoice Models C
200. stallation includes MOD as one of your menu items or as an icon in Windows use that to start MOD2 Once you have started MOD2 you will be asked to select a user and enter the appropriate password See Selecting a User later in this chapter for more information on how to do this MoD 20 Selecting a User Chapter 1 Getting Started ee Selecting a User The user selection screen pictured below lists all the users within your company that are authorized to use MOD2 The name already highlighted is the name of the person who logged onto the network If you are running within a network the names of other users along with the time they logged on will be presented Select your name by using the DIRECTION KEYS to move the highlight over it and then press ENTER You will then be asked to enter a password Type in the appropriate password and press ENTER If the correct password was entered you will end up in MOD2 on the main menu screen If the wrong password was entered you will have two more chances to type in the correct one using MOD2 Demo Industries If your name did not appear on the user selection screen please consult with your system supervisor or refer to CHAPTER 17 ADDING USER NAMES MoD 21 Exiting MOD2 Chapter 1 Getting Started Exiting MOD2 You may exit MOD2 in one of three ways They are listed below From the MOD2 main menu press F10 To exit type Y and then press ENTER To return to MOD2 ty
201. statement you are shown several details regarding those invoices which have not been fully paid for plus you are shown an aged view of the client A star next to an invoice number indicates that there is an existing post dated check for that invoice 203 House Account Demo SalesPerso House Account Demo SalesPerso Demo SalesPerso CLIENT Demo 12345 Anyci type INVOICE INVOICE INVOICE INVOICE INVOICE BALANCE 4 779 6 Industries Any Street ty CA 90001 non factored non factored non factored non factored non factored CURRENT 4 4229 64 Detailed Aging Report 0 00 Telephone Salesperson 01 01 96 01 02 96 01 02 96 01 05 96 07 22 96 0 00 123 456 7890 Demo SalesPerson due date amount 03 01 96 155 00 03 02 96 330 00 01 02 96 640 00 03 05 96 92 50 09 20 96 4229 64 91 550 00 Statement Date printed 1 CUT date 08 05 96 08 05 96 KKEKKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKKKKKKKKKKKKKKKKK This Client Statement report was generated for a specific client in the Detailed Aging format A star next to an invoice number indicates that there is an existing post dated check for that invoice 204 Narrow Summary Aging Report CLIENT Demo Industries Statement 2 CUT date 08 05 96 12345 Any Street Salesperson Demo SalesPerso A
202. t 22 in multiple shipments In the example given 22 2 would be the third shipment Associate Expense There are many expenses involved in the merchandise you receive When you make a contract with a supplier you record in MOD2 the merchandise you ordered how much of each style you ordered and the unit cost price you ordered each style at When you receive the goods however you sometimes realize that the total amount of money you paid for the goods turned out to be more than what you expected to pay This is because there are several expenses that increase the cost of the goods you buy The supplier might have charged you for the cartons it sent you the rolls in or for the cardboard tubes in the middle of each roll Shipping costs and other expenses also factor in and increase the price that you pay for the goods The key point is that all these expenses add to the COST of each style you receive You might pay a supplier 1 75 per yard for a particular style but when all the expenses are added in you might in actuality be paying 2 25 per yard So that you can keep track of your expenses for the merchandise you receive MOD2 includes the Associate Expense menu where you can manage your expenses MoD 165 Associate Expense Chapter 11 Managing Received Goods MOD2 allows you to associate expenses with particular receivings To add an expense you must first have the style EXPENSE defined in your inventory with all the specific
203. t If you do not want to customize the report enter No and move on to STEP 8 7 Answer yes or no to the following question s if you decided to customize the report e Select a particular Sold To Enter Yes here if you want to include only the invoices of a particular client in the commission report 8 Select an output device to print the report to For more information on output devices see Output Devices in CHAPTER 2 BASIC SKILLS A sample sales activity report is shown on the following page Mon 111 Detailed Sales Activity Commission Report User MOD2USER Demo Industries August 05 1996 Station 21828 12345 AnyStreet 08 52 40 AM AnyCity CA 90015 Page 1 of 2 Report Commission report sorted by number HEHEHEHE DATE SOLD TO Salesperson PO TERMS COMM TOTAL CRDT MEMO FREIGHT DISC PAYMENTS BALANCE COMM PAID COMM SHIPPED COMM PAYMENTS 8 06 24 96 Demo Comp Demo SalesPers Inet 60 3 00 10000 00 0 00 0 00 0 00 10000 00 0 00 300 00 300 00 300 00 10 06 25 96 Demo Comp Demo SalesPers 98765 Inet 60 3 00 3750 00 105 00 0 00 200 00 0 00 3445 00 0 00 106 50 0 00 14 07 03 96 Demo Industries Demo SalesPers Inet 60 2 00 2599 35 0 00 0 00 0 00 2599 35 0 00 51 99 5399 0 00 1 07 03 96 Demo Industries Demo SalesPers Inet 60 3 00 1375 00 0 00 0 00 0 00 1000 00 0 00 30 00 41 25 30 00 17 07 03 96 Demo Industries Demo SalesPers 12345 C O D 250 07 852 50
204. t then just press ENTER A list showing all available packing lists will come up Select the packing list that goes with the order and then press ENTER continue from STEP 12 Please refer to CHAPTER 12 PACKING LISTS for important information regarding packing lists Most recent INVOICE Here you are shown a TYPE MODEL AAAH SOLD TO SalesPerso AMOUNT list of open and unused INV OPEN AND UN USED PACK LIST 91 packing lists The last column Day shows the number of days since the packing list was created E aa AR EGOS TE WRMGEG ie 00 same day are shown in green those added between within 15 days are shown in yellow and those added after 15 days are shown in red The last line is a summary of all the packing lists combined If you did not generate a packing list for the order or if you could not find the packing list you wanted on the given list you must either add one see Adding a Packing List in CHAPTER 12 PACKING LISTS or press ESC When you press ESC you will be asked whether you want to manually select a packing list Enter Yes if the packing list for the order was not listed on the given list or No if a packing list was MoD 34 Adding Invoices Chapter 4 Sales Management Uo a G not created for the order and you want to continue without one If you enter Yes you will then be asked to enter the packing list number for the one you are looking for NOTE If no packing lis
205. t nds Se eu snus eae ee a ae aS 175 Displaying a Packing List 3 sccscactncesaee va eeead eeaceud 180 Voiding a Packing listyi53s cosdesy snk bee abr ee a tesvedse ee 183 Viewing Open and Pending Packing Lists 184 Listing the Most Recent Packing Lists 185 Contents PART 3 Additional Topics Chapter 13 The Concept Behind MOD2 188 Chapter 14 Sample Reports cceceeeeees 192 Chapter 15 What are the MOD2 Files 210 Chapter 16 MOD2 Options ccc ccc cece ee ees 211 Chapter 17 Printer Setup cccsssscccesssscvcces 213 Chapter 18 Adding User Names eeeee08 214 Appendixes A Frequently Asked Questions cceeessceees 216 B How to Contact MOD2 ccc cece cc cece ces 220 Mon l Q Welcome to MOD2 Mon MOD2 8 0 Welcome to MOD2 the intelligent approach to business management With MOD2 your business will be able to operate more efficiently than ever before Each module of MOD was specifically designed to fit your particular business This feature is what places MOD 2 high above all other programs similar to it MOD2 was customized to fit the needs of your company Because of this MOD2 can be called an intelligent program because it recognizes what you are trying to do and then accordingly asks only for the information needed to complete that task Organizing your sales and invoices mana
206. ter is not on adding displaying nor modifying a salesperson These procedures have already been discussed in CHAPTER 7 CLIENT MANAGEMENT This chapter however will focus more on the special reports you may generate for a salesperson plus it will discuss the commission of a salesperson The most important and the most powerful salesperson report in MOD2 is without doubt the Detailed Sales Activity report This informative report will be discussed in depth in this chapter Adding a Salesperson To add a salesperson is as easy as adding a regular client from the Client menu All you have to do is select Salespersons for the client s membership and that client will become a salesperson for your company A salesperson may be added either from the Client menu or the Salesperson menu When you select the option Define New from the Salesperson menu you are first shown a list of existing salespersons Selecting any of these listed salespersons will display them just as if you were displaying a regular client see Displaying Clients in CHAPTER 7 CLIENT MANAGEMENT If you want to add a new salesperson press ESC on the screen with the listed salespersons Then follow the procedure starting from STEP 3 in Adding Clients of CHAPTER 7 CLIENT MANAGEMENT When you are prompted to select a membership the default will be set to Salespersons because you are adding the Salesperson from the Salesperson menu Mon 109 Displayi
207. ter various information for the contract This information will differ depending on which contract you select For all contracts you are asked the following Intended For If the goods you are ordering are intended for your company s stock select Stock Otherwise if they are intended for a particular client select For customer and then enter the client s name Required Date Enter the date the goods are required to be received by Country of Origin Select the country where the goods originated from For Domestic and Local contracts the highlight will default over USA Terms Type in the method of payment for the goods you are ordering For Import contracts the default is set to Open L C If you selected a Domestic contract you will also be asked for the following Our Coding Enter a reference number for the domestic contract If you selected either an Import Local or an Off Shore contract you will in addition be asked for the following information regarding the contract Cust PO If the goods you are ordering are intended for a particular client and if that client placed a sales order customer purchase order with your company enter the clients purchase order number here XCO Type in the tentative date when the goods are planned to be shipped out by the mill XCO is another term for ETD or estimated time of departure LC If the terms of payment for the contract was w
208. tion MOD2USER 229573 Per Roll Costed Inventory Report AnyCity CA Demo Industries 12345 AnyStreet 90015 Inventory listing based on calculated costs report sorted by Style August 03 1996 05 08 32 PM Page 1 of 1 1234 RED 100 Cotton 105 6 3133 662 90 receive go 37 07 15 96 19 days 105 6 3133 662 90 2 76 0 03 2345 BLUE 100 Cotton LS 28 1005 421 51 receive go 15 06 28 96 36 days 15 28 1005 421 51 3 33 0 22 2345 RED 100 Cotton 18 31 1281 560 31 receive go 15 06 28 96 36 days 13 28 1005 365 31 2 88 0 22 receive go 17 06 28 96 36 days 5 39 0000 195 00 1 54 0 31 2925 AQUA 50 Cotton 50 Polyester 20 51 6357 1 032 71 receive go 6 06 25 96 39 days 20 51 6357 1 032 71 8 83 0 44 5678 GREEN 100 Cotton 233 2 3584 549 50 receive go 25 07 08 96 26 days 8 26 5000 212 00 ak 0 15 receive go 50 08 01 96 2 days 100 1 5000 150 00 0 07 0 00 receive go 52 08 03 96 0 days 125 1 5000 187 50 0 00 0 00 6543 GREEN Rayon 320 27 5000 8 800 00 receive go 22 07 05 96 29 days 320 27 5000 8 800 00 59293 0 17 6543 RED Rayon 290 00 3 7770 1 095 32 receive go 24 07 08 96 26 days 290 00 3 7770 1 095 32 6 24 0 02 6789 RED Rayon 45 4 1744 187 85 receive go 35 07 15 96 19 days 45 4 1744 187 85 0 78 0 02 8765 PURPLE Rayon 1 699 2 8237 4 797 50 receive go 18 07 01 96 33 days 55 2 5000 137 50 0 99 0 02 receive go 20 07 03 96 31 days 1 339 2 5000 3 347 50 22 74 0 02 receive go 2
209. to enter the following e Date Type in the date you issued the discount e Amount Type in the amount of the discount The commission of the appropriate salesperson will also be properly adjusted based on the corrected amount e Notes Type in any notes regarding the discount such as the reason why it was given e Check Not used when entering a Discount transaction To accept the Discount type Y and press ENTER Otherwise type N Paid Invoice Select Paid Invoice to enter any kind of payments regardless of the amount for a particular invoice After you enter a Paid Invoice the balance of the invoice will be correctly adjusted When you select Paid Invoice you are first required to enter the Paid Invoice Type here the number of the invoice pertaining to the payment received and press ENTER The next screen requires you to enter the following e Date Enter the date you received the payment for the invoice e Amount Type in the amount of the payment The default value is set to the current balance of the invoice Mon 67 Adding a Transaction Chapter 6 Transactions SSS SSS SSS e Notes Enter any notes regarding the payment e Check If the payment was a check enter the check number here To accept the Paid Invoice type Y and press ENTER Otherwise type N Write Off Select Write Off when you are forced to give a client a discount If a client could not fully pay an invoice such as if t
210. tory Chapter 5 Inventory Management 3 Use one of the methods on screen to find the style you are looking for e Use Style to locate a style by its style number e Use Color to locate a style by its color e Use Description to locate a style by its description You need to enter at least a three character string for MOD to find the style by the Description method e Use Vendor to locate a style by its vendor e Use Client in conjunction with one of the above methods to see the purchasing history of a particular client in regards to a particular style To use this method enter the client s name under Client Then use one of the four methods described above to locate a particular style On the next screen once you highlight the style you are looking for you will see a menu showing the purchasing history of the style by the client you chose Of course you may still see all clients involved with that style by selecting History on the next screen 4 On the next screen highlight the style you are looking for While the style is highlighted you will see various information and history on the style They are e On the right hand side you will see a chart showing the sales activity of that style during various periods of time e At the bottom left hand side of the screen you will a short summary on the style which includes the vendor the selling price the description and any notes on the style e If you selected a partic
211. ts Chapter 7 Client Management SSS SSS l such as Sparkletts water salesperson for your company Select this membership if the client you are adding is a shipping or trucking company with which you use to send and or receive goods Choose this membership if you are adding a client who works at your company and will be using MOD on a regular basis All MOD2 users will be listed on the user selection screen at the start of MOD2 and each can have his her own password with This is a user definable group which you may assign certain clients of your choice This group is useful when you want to print a report that includes only a particular group of clients All you have to do is make those clients a member of the this group and then generate a client report for this membership See Tagging and Grouping clients later on in this chapter for more information There are six user loadables memberships available in MOD2 These are memberships which you can create yourself They are special memberships to which you can assign certain clients of your choice and which you can name whatever you want For more information on how to define a new User Loadable group please see your system supervisor or administrator produced use of MOD2 MOD2 Automatic Tagged This membership is for the internal use of MOD2 Once you sell to a client that client automatically becomes a member of this group as well This way you can tell which cl
212. ts are available STEP 6 will be skipped 7 Type in the first few letters of the client the merchandise was sold to and press ENTER 8 The next screen shows the closest matching clients based on the letters you entered Highlight the appropriate client by using the DIRECTION keys and then press ENTER if it is a long list of clients use the PAGE UP and PAGE DOWN keys to move the highlight up or down one screen at a time Continue from STEP 11 If the company you are looking for is not listed this means they are a new client Press ESC at this time A message says that MOD2 must have complete information on all clients To add the customer as an active client type Y and press ENTER Go to the next step Otherwise type N and press ENTER this will stop the adding an invoice process and return you to the invoice menu TIP If you are sure the client to whom the order is sold to is in MOD2 try entering fewer letters under the Sold to name 9 Type in the full name of the client as you want it to appear in MOD2 and on invoices and press ENTER 10 Follow the procedure to add a client starting from STEP 5 as specified in Adding Clients of CHAPTER 7 CLIENT MANAGEMENT Once the client has been added continue from STEP 11 to finish adding the invoice Mon 35 Adding Invoices Chapter 4 Sales Management 11 Ifthe ship to location name is the same as the sold to just press ENTER go to the next step Otherwise y
213. ular client see STEP 3 above there will be a menu towards the middle of the screen showing that client s purchasing history in regards to the style you selected Once you finish viewing this information press ENTER to go on TIP In the step above you may filter the list so as not to show the empty styles styles not currently in stock To do this press the Z key on your keyboard You may use this feature whenever you search for a particular item in your inventory and are given a list of items from which you must choose one such as when modifying inventory or even when adding an invoice Mon 57 Modifying Inventory Chapter 5 Inventory Management SE TIP If the MOD2 EIS Executive Information System extensions have been loaded and installed on your particular system setup you may use them in the above step The EIS feature gives you one touch access to extended information analysis and graphs on a style The Imaging feature of EIS allows you to see an actual image of the style right on your screen whether it be print or solid To use EIS highlight the style you want to display and press the RIGHT ARROW KEY If you press this key again you will see more EIS information When you have finished viewing this information press any key to return to the previous menu and to continue with the displaying inventory process 5 The next screen shows the information for the style At the bottom of the s
214. unit 3 0626 jobber price Total 12 293 44 Average unit 3 0626 F cost Total 12 293 44 Average unit 3 0626 Quantity 4 014 00 EN D OF REPORT 01 28 08 PM Pictured above is a sample Inventory report This particular report is the Controller Inventory Report model for goods in stock The price level selected and shown above is the Cost Price The report also includes the empty styles those with a quantity of zero and it is sorted by style number 200 Per Roll Gross Profit Inventory Report User MOD2USER Demo Industries August 03 1996 Station 29573 12345 AnyStreet 05 07 57 PM AnyCity CA 90015 Page 1 of 1 Report Per Roll Gross Profit amp Analysis report sorted by Style Style COLOR QUALITY UNITS PROFIT PROFIT UNIT 2345 BLUE 100 Cotton 25 200 99 8 0397 2925 AQUA 50 Cotton 50 Polyester 114 937 51 4 7150 5678 GREE 100 Cotton 225 562 50 2 5000 6543 RED Rayon 210 173 67 0 8270 8765 PURPLE Rayon 5 805 10 585 50 1 8235 9876 PURPLE Rayon 65 474 35 7 2977 Detailed Profit Total 6 444 Average unit 1 7244 END OF REPORT 05 08 02 PM Above is an example of another Inventory report This is the Per Roll Gross Profit report which shows the profit made on the merchandise in your inventory This particular report is sorted by Style Number You are shown a summary of the profit made at the bottom of the report 201 User Sta
215. ve Transfer option whenever you want to change the location of merchandise in your inventory When you transfer goods the location of the goods is changed but the goods are not removed from your inventory Using the transfer option allows you to keep track of your inventory so you know where each item is at all times The Move Transfer option is commonly used when you want to issue a dye order with a dye house and you want to change the location of a certain greige good to that dye house This section will cover the various options on the Transfer Move menu gt To add atransfer move When you add a Transfer note that you must select the goods to be moved in detail If the merchandise you are moving was received in detail all you have to do is tag the rolls you want to change the location of Otherwise if the merchandise was received in summary you will have to manually type in the details for every roll you move 1 From the main menu select Goods in Process 2 From the Goods in Process menu select Move Transfer 3 From the Transfer Move menu select the option Add Transfer Move 4 Highlight the transfer model you wish to add and press ENTER 5 Type in a transfer number and then press ENTER 6 Enter the date for the transfer 7 Select the location where the goods will be transferred to MoD 142 Transferring Goods Chapter 10 Goods in Process Management 8 Enter the general information requested fo
216. ve four options Press Y to accept the sales order E to edit the general information for the sales order and the merchandise ordered by the client A to add or substitute items to the sales order or Q to not add the sales and to return to the Sales Order menu Displaying a Sales Order If you want to look up a particular sales order and see what was ordered in that sales order and by whom all you have to do is display it The information you see when you display a Sales order can help you when creating a packing list by showing you the items the customer ordered To display a sales order 1 Select Sales Order from the main menu 2 Select Display Sales Order from the Sales Order menu 3 You should now be on a screen prompting you to enter a sales order number PO Type in the number of the sales order you want to display and then press ENTER If you do not remember the number of the sales order you are looking for select the option Most Recent Sales Order for a quick listing of all sales orders sorted by the date they were entered starting from the most recent Mon 103 Displaying a Sales Order Chapter 8 Client Sales Orders eo a u u a ee 4 The next screen shows the general information for the sales order you chose to view The key things to look for on this screen are the starting and completion dates which tell you when you can start shipping the merchandise to the client and the absolute last day the
217. vice Refer to Output Devices in CHAPTER 2 BASIC SKILLS for more information on output devices Generating a Statistical Report of Inventory The Statistical Report of Inventory is another powerful report which MOD2 can perform to analyze your business This report will show all the styles a client bought within a certain time period how many of each style was purchased the average price that the client paid each time he purchased the style the total average price he paid for each style and the total average price the client has paid altogether for all the styles This report ranks your customers from those that bought the most to those that bought the least according to dollar amount This report along with the Gross Profit Analysis report are two useful tools which you may use to analyze your business MoD 62 Generating a Statistical Report of Inventory Chapter 5 Inventory Management To generate a statistical report of inventory 1 Select a starting and ending date for the report MOD2 will look for merchandise sold only within the time field you specify here See Selecting a Starting and Ending Date in CHAPTER 2 BASIC SKILLS if need more information on how to select a starting and ending date MOD2 searches through your client s invoices to find out what merchandise he she has bought By selecting invoice models here you may restrict its search MOD2 will only go through those invoices which are defin
218. view Also if you should need to change the status merchandise ordered or the general information for a contract you may do so by displaying the contract as well 1 Select Goods in Process from the main menu 2 Select Purchase Management from the Goods in Process menu 3 Select Display Contract from the Contract menu 4 You should now be on a screen prompting you to enter a contract number Type in the number of the contract you want display and press ENTER If you do not remember the number of the contract you wish to display select the option Most Recent Contract for a quick listing of all contracts sorted from the most to the least recent Mon 122 Purchase Orders and Contracts Chapter 10 Goods in Process Management ee 5 The next screen shows the general information for the contract If the contract model was either Import Local or Off Shore you will also be shown the Original XCO and XCO fields XCO is the tentative date by when the goods are supposed to be shipped out by the mill also known as ETD estimated time of departure These two fields are usually the same unless you modify the XCO date which can be done by selecting Change on the next screen After you modify the XCO date the Original XCO field will hold the initially proposed ETD and the XCO field will hold the new ETD Once you have finished viewing all this information press any key to continue This is a sample contra
219. voice number try listing the most recent invoices See Listing the most recent invoices earlier in this chapter for more information on how to do this 5 The next screen shows the general information for the invoice Press any key to go to the next screen Mon 47 Working with Credit Memos Chapter 4 Sales Management SS SSS 6 10 11 12 13 14 15 This screen shows the items sold to the client any payments made toward the invoice and the balance for the invoice To generate a credit memo for the invoice type Y and press ENTER go to the next step Otherwise type N and press ENTER to stop the adding a credit memo process You will then be returned to the credit memo menu If all the goods were returned type Y and press ENTER If not type N and press ENTER Type in the date of the credit memo and press ENTER If you want to credit the client s account for the freight charge press ENTER to accept the default value which is the amount of the freight charge If your policy is such that shipping and handling charges are not refundable type 0 zero and press ENTER To partially credit the freight charge type a number between zero and the default value and press ENTER Enter the shipping company with which the customer returned the merchandise and press ENTER Type in the reason for the return such as damaged not satisfied wrong color etc and press ENTER Enter the reference or
220. void a contract you will be asked for an authorization code Please see your system supervisor for the password After you void a contract you will see VOIDED blinking in red whenever you display it gt To generate a report on contracts If you want to view a list of contracts sorted by a particular method and within a certain time field all you have to do is generate a contract report Contract reports can be useful in many situations for example when you want to see all open and pending contracts of a particular supplier mill But first before MOD2 can generate the report you need to respond to a few questions which will filter the report into the desired format Mon 125 Purchase Orders and Contracts Chapter 10 Goods in Process Management SSS SSS SSS SSS 1 Choose a method to sort the report in The following are the ways you may sort contracts in MOD2 Each has its own benefits giving you a different look at the same report e Date This sorts the report by the date entered for the contract the date printed on the contract not necessarily the date the contract was added in MOD2 e Number This sorts the report by the contract number e Supplier This sorts the report alphabetically according the name of the supplier 2 Select a starting and ending date Only those contracts whose date is within the time field you specify here will be included in the report For details on selecting a starting an
221. which ones you have a sufficient amount of and which ones you need to order more of gt To generate an inventory report 1 Select Inventory from the main menu 2 Select Report from the Inventory menu 3 You should now be on a screen prompting you to choose a folder The items in your inventory are grouped within these folders Choose the folder whose contents you want to be included in the report For example if you select Standard all the styles within the Standard folder those that were added to MOD2 by defining a new style through the Inventory menu will be candidates for the report They are candidates because the report can be further filtered so maybe not all of the styles within the Standard folder will actually end up in the report You may select more than one folder by tagging all those which you want To include your entire inventory in the report you must basically tag all the folders Press ENTER to go to the next menu Mon 59 Inventory Reports Chapter 5 Inventory Management 4 Select one of the listed inventory report models Each model has its own advantages and will affect the layout of the report Below are short descriptions of each model Controller inventory report model This model is usually used by someone who wants extended information for the inventory If you select this model you will also be asked to choose a field Office listing model A listing which you can u
222. x B How to Contact MOD2 E MAIL and WEB Site If you have a modem you may E MAIL or visit our WEB Site Our MOD2 E MAIL address is support mod2 com Our WEB Site just point your browser to http www mod2 com Write to us You may write and send your problem to us Our mailing address is 3317 South Broadway Los Angeles CA 90007 Be sure to include a filled out assistance request sheet which is located at the end of this manual MoD 221 MOD2 Assistance Request Sheet Make copies of this page before filling it out Instructions When you need assistance with your MOD2 software first consult this manual If that does not solve your problem contact us by one of the methods described in APPENDIX B If your problem is related to hardware printing or to the network please consult with your system supervisor or administrator So that we can answer you question as quickly as possible please gather all information that applies to your problem If you call us please use a telephone near your computer and have all the information requested on this form available Diagnosing a Problem So that we can assist you more effectively please be prepared to answer the following questions regarding your problem with MOD2 1 Can you reproduce the problem O yes Ono 2 In which module does the problem occur Q Sales L Goods in Process L Inventory L Options L Transactions O Packing List Q Clients L Bar Coding
223. xpense Before each item you can change is a number Enter the number next to the item you want to change and press ENTER Type in the replacement and then press ENTER Repeat this process to make any other changes When you are through making changes press 0 zero then ENTER to go back to the expense general information screen STEP 4 If you need to change an item which is yellowed please consult your supervisor To add new expenses to the receiving or to change the price and or quantity of existing ones you need to select Contents 1 _Voiding expenses For the security of your company no one may delete an expense from MOD2 You may however void an expense when the need arises When you attempt to void an expense you will be asked for an authorization code Please see your system supervisor for the password After you have voided the expense you will see VOIDED blinking in red whenever you display it Viewing the most recent expenses Select this option to quickly view a list of expenses sorted from the most recent to the least recent This list shows the expense model the receiving number with which the expense is associated the date entered for the expense the supplier from where the goods were shipped and the total dollar amount of expenses for the receiving The list will automatically pause with each screen full of information Press any key to view the next screen full or ESC to go back to the Expens
224. y can have its own unique bar code ID which will distinguish it from the rest of the items e Reading of bar code labels for the purpose of issuing packing lists and obtaining physical inventory e Integration of wireless workstation for use in warehouse for easy scanning of bar coded merchandise MoD 11 Features of MOD2 MOD2 8 0 Scanning Capable of e Scanning and integration of inventory item pictures into the inventory module This feature will allow users to see the picture image of the inventory item on the screen as they display their inventory Mon 12 About Your MOD2 Documentation MOD2 8 0 About your MOD2 Documentation The MOD2 documentation consists of this User s Manual The pages that follow outline the contents of the User s Manual and define the typographical conventions and some terminology found in the manual as well as much more This section is divided into the following parts What s Included in Your MOD2 User s Manual A brief outline of the manual showing and describing the different parts of it Conventions A list of all the typographical conventions you will find in this manual Common Keys Used in MOD2 Descriptions and functions on keys you will be frequently using in MOD2 Terminology Terms you need to know to better understand this manual Assumptions Assumptions made by the manual What s Included in Your MOD2 User s Manual The User s Manual was writt
225. y will always be up to date The Add Receiving process differs based on the Receive Goods mode you select To log received merchandise 1 From the Receiving menu select the option Add Receiving 2 Select one of the listed Receive Goods modes The mode you select will determine the type of receiving you will be performing The Adjustment and Summary modes are summary receivings while the Detailed In Transit and From Dye House modes are detailed receivings When to use each mode will now be discussed Mon 147 Logging Received Merchandise Chapter 11 Managing Received Goods SSS LSS aT Adjustment Use this to adjust the quantity yardage of your summary inventory The process of performing an adjustment is identical to doing a summary receiving The reason for the different names is so you can distinguish your adjustments from your actual physical receivings Summary Use this to perform a receiving where you only specify what was received and how much of it was received All you need to know for this type of receiving are the style numbers of the goods received plus the quantity yardage received of each This type of receiving is simple to perform but lacks the tracking capability and extensive detailed information offered by detailed receivings Detailed Use this mode to perform a standard roll by roll detailed receiving for the merchandise received from the supplier or mill In this mode you must specify th

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