Initializing the Warehouse. IntelliTrack V8.1
Anuncio
Anuncio
CHAPTER 6
Initializing the Warehouse
Creating Locations for Each Site
Adding Items to IntelliTrack ISRP
Adding an Item to the Database
Storing Reorder Quantity Ranges & Cycle Count
Establishing an Item Unit of Measure Range
Assigning a Primary Location for the Item
Adding Customer Shipping Information
Deleting Customer/Shipping Information
83
I
NTELLI
T
RACK
ISRP
V
8.1
User Manual
Introduction
Once you have set up your system options and lookups, you are ready to assemble the following warehouse information and enter it into the system.
Note: Before you can effectively enter receiving and picking orders into the system, it is important to establish site locations, items, initial item quantities, customer information and vendor information, so that it is available for selection in the receiving and picking order forms.
•
•
•
•
•
Site Locations: enter specific warehouse locations. Performed at the
Locations form in the ISRP application. For more information, please refer to
“Creating Locations for Each Site” on page 84
.
Item Data: enter inventory items and descriptive information about the items. Performed at the Item Data form in the ISRP application. For more information, please refer to
“Adding Items to IntelliTrack ISRP” on page 87 .
Initial Item Quantities: enter the initial item quantity, so that the system will track the amount on hand of the item. Performed at the Inven-
tory Data form. For more information, please refer to “Editing an Item
Quantity in a Location” on page 116 .
Customer Data: add customer identification, billing address, and shipping address. Performed at the Customers form. For more information,
please refer to “Managing Customer Information” on page 103
.
Vendor Data: add vendor identification and address. Performed at the
Vendors form. For more information, please refer to
Creating Locations for Each Site
•
•
Locations reside within a “Site” and are added to a site at the Locations form. When you create locations for a site, the warehouse space is divided into specific areas. The following information is required to add a location, and must be entered in the Locations form:
Site: the warehouse/facility where this location resides.
Location Identifier: a unique system identifier that you create for this location, entered in the Location field.
84
•
•
Chapter 6
Initializing the Warehouse
Description: a description of the location (i.e., forward pick, staging, receiving, picking, storage).
Quarantine designation for the location: check the box in this field to designate this location as a quarantined location. If a location is assigned a “quarantine” designation, items cannot be stored or moved from the location without a workstation override.
Adding a
Location to A
Site
A location is added to a Site at the Locations form. Select Manage >
Inventory > Locations to display the Locations form.
1.
2.
3.
If you have multiple sites enabled, and have the rights to view and modify all sites, click the Site drop-down arrow in the Site field, and select the Site to which you are adding a location. (If only one site is entered in the database, the Site field is disabled. If you do not have site viewing rights, the default site is automatically entered in the Site field.)
Click the Add button found along the bottom of the form. A new location line is entered in the data section of the form. The Site field is automatically filled and the cursor is placed in the Location field. Enter the
Location ID in the Location field.
Press the <Tab> key to advance to the Description field. Enter the location description (i.e., forward pick, staging, bulk storage, receiving) in the Description field.
Assigning a Location Quarantine
A location may be assigned a quarantine designation. A location with a quarantine designation cannot be used to store or move items. Check the box in the Location Quarantine field to assign a quarantine designation to a specific location:
Note: IntelliTrack ISRP allows overrides to quarantine locations.
85
I
NTELLI
T
RACK
ISRP
V
8.1
User Manual
Selecting a Quarantine Location
If you select a quarantine location for put away, picking or moving transactions (in the New Picking Order, Change Picking Order, New Receiving
Order or Change Receiving Order forms), a dialog appears informing you that this location is a quarantine location. It asks you if you wish to continue. Click Yes to close the prompt and continue.
Deleting a Location
If you need to delete an individual location from the database, you may do so from the Locations form. Be aware of the database constraints: you cannot delete a location if it has inventory associated with it.
To delete a location from the Locations form, please follow these instructions:
1.
2.
3.
Scroll to the line of the entry you want to remove, and click in the line.
An arrow appears in front of the line entry, indicating that this line has been selected. Click in the arrow at the beginning of the line to select the entire line.
Press the Delete button found along the bottom of the form.
4.
A query box appears, asking you if you are sure you want to delete this record. To continue with the deletion, click Yes. (To cancel deleting this location, click No.)
5.
If the location contains inventory, an error message appears, telling you the Location has inventory. Click OK to return to the Locations form.
You are not able to delete this location.
86
Chapter 6
Initializing the Warehouse
6.
7.
If inventory is not associated with the location, the location record is deleted from the list.
When you are finished, click the Close button to close the Locations form.
Adding Items to IntelliTrack ISRP
New items are added to the system at the Item Data form. To reach the item data form, select Manage > Inventory > Item Data;
The Item Data form appears.
Form Modes
The Item Data form operates in three distinct modes: Review, Add, and
Edit. When the Item Data form first opens it contains no item data. The
87
I
NTELLI
T
RACK
ISRP
V
8.1
User Manual
Item # field and the form buttons along the bottom are enabled. The Item
Data form has five tabbed sections that store item data:
•
•
•
•
•
Item Master: stores general description information on a particular item.
User Defined: Stores user defined item data in user defined fields, which must be enabled.
Reorder Quantities: Stores the reorder quantity range for an item as well as the cycle count interval.
Units of Measure: Handles a single item’s various UOMs if Multiple
Units of Measure is enabled for the system.
Primary Location: Stores Primary Pick Locations for an item.
Review Mode
When the form is in Review mode, you are able to review item records in the database. In this mode, records cannot be processed or deleted. You are able to switch to Add mode or Edit mode while in Review mode. To place the form in Review mode, and view data for an item, click the drop-down arrow in the Item # field and select the desired item from the list that appears. Data for this item populates the form fields, and the form tabs become enabled.
Add Mode
To place the form in Add mode, click the Add button found along the bottom of the form. The form fields and the tabs are enabled so that you can add the new item data.
Edit Mode
To place the form in Edit mode, click the drop-down arrow in the Item # field and select the desired item number from the list that appears. Next, click the Edit button found along the bottom of the form. The form fields and tabs become enabled and you are able to edit the selected item.
88
Chapter 6
Initializing the Warehouse
Item Data
Form Buttons
The Item Data form uses action buttons to place the form in Add or Edit mode, and to perform data processing. The buttons are found along the bottom of the form. The chart below shows an example of each button on the form, and explains its functionality.
TABLE 5. Item Data Form Buttons
Button Function
Add
Add to
Inventory
Cancel
Close
Delete
Description
Places the form in Add mode. Allows you to add an item to the database.
Opens the Inventory Data form with the Item number filter already selected.
Allows you to update inventory for this item in the Inventory Data form.
Exit the form without saving entries.
Save data and exit the form.
Deletes an item from the database.
Item Data Form
Mode Availability
Review
Add
Edit
Review*
*The Add to Inventory button becomes enabled after you add or edit an item in the Item Data form and click the Save button.
Review
Add
Edit
Review
Add
Edit
Note: In Review mode, you will have no changes to save.
Add
Edit
Duplicate Duplicates data from an existing item to create a new item.
Review
Add
Edit
89
I
NTELLI
T
RACK
ISRP
V
8.1
User Manual
TABLE 5. Item Data Form Buttons (Continued)
Button Function
Edit
Description
Place the form in Edit mode. Allows you to edit item data records in the
Item Data form.
Print item data form in report format.
Preview and View
Preview and view item data form in report format.
Save Save the data.
Item Data Form
Mode Availability
Review
Add
Edit
Review
Add
Edit
Review
Add
Edit
Review
Add
Edit
Adding an
Item to the
Database
To add an item to ISRP, please refer to the instructions below:
1.
2.
Open the Item Data form. By default, the Item Master tab is to the front.
Select the Add button along the bottom of the form to place the form in
Add mode.
The form clears, the tabs and fields are enabled, and the cursor is placed in the Item # entry field.
90
Chapter 6
Initializing the Warehouse
Important: When entering an item number DO NOT USE quotes or special characters in the item number (i.e., brackets, asterisks, single quotes, etc.)
3.
4.
5.
6.
7.
8.
Enter a new item number in the Item # entry field. Press the <Tab> key to advance to the Description field.
Enter a description for the item in the Description field. Press the
<Tab> key to advance to the Alternate # field.
Enter an alternative number for the item in the Alternate # field, if desired. Remember the item number character restrictions: do not use quotes or special characters such as brackets, asterisks, single quotes, etc. when entering an alternate item number. Press the <Tab> key to advance to the Category field.
If you are assigning item categories, click the drop-down arrow in the
Category field and select the category from the list that appears to assign a category to this item.
Check the Serial # Required check box if a serial # is required for each inventory entry of the item.
Press the <Tab> key to advance to the Comments area of the form.
9.
Enter any relevant comment information about the item being added.
10.
When you are finished, click the Save button to save this information, or the Close button to close the form and save the new entry. If desired, you may add a picture of the item to the database (see the next section).
91
I
NTELLI
T
RACK
ISRP
V
8.1
User Manual
Note: If multiple units of measure is enabled (System Options form/Fea-
tures tab), you must enter the UOM for the new item in the Units of Mea-
sure tab before exiting the Item Data form. Refer to “Establishing an Item
Unit of Measure Range” on page 96 for more information on units of mea-
sure.
Adding a Picture of the Item
When you enable the Pictures option in the System Options form\Options tab, you are able to link an image file of the item to the item number in the
Item Data form (for more information about the Pictures option, please
refer to “Setting System Options” on page 32
). The image file must be a supported image file type (.wmf, .emb, .dib, .bmp, .ico, .BMP, .EPS, .GIF,
.JPG, .PCT, .PNG, .WMF) in order to import it into the application. The
ISRP application directory (C:\Program Files\Intelli-
Track\ISRP) contains an Images folder to store your image files; however, you may import image files from any directory on the network.
Note: The ISRP application references the image file; this means that the image file does not need to be placed on each individual PC that uses the application. When placed in a single network directory that is available to all users, the image file can be referenced by all users from this directory on the Item Data form.
To add a picture of an item in the Item Data form, the form must be in Add or Edit mode. If the form is in Add mode, enter the item information such as item number and description before adding the picture. If the form is in
Edit mode, this information will already be entered in the form.
1.
In the Item Master tab, double-click inside the empty box to the right of the Comments area of the form.
92
Chapter 6
Initializing the Warehouse
Double-click in this box if you want to add a picture of the item.
Image file location is shown in this field.
2.
The Item Data navigation window appears. By default it is at the Int-
elliTrack\ISRP\Images folder. If your picture resides in another location, navigate to the directory that contains the image file.
3.
4.
Select the image file by clicking on it. The image file must be a supported file type (.wmf, .emf, .dib, .bmp, .ico, .BMP, .EPS, .GIF, .JPG, .
PCT, .PNT, .WMF) in order to import it into the application. The file is placed in the Filename field in the Item Data Navigation window.
Click the Open button. The Item Data navigation window closes, and the picture is imported into the Item Data form. The network file location for the picture appears in the field underneath the picture.
93
I
NTELLI
T
RACK
ISRP
V
8.1
User Manual
The network location of the picture file is listed in this field.
User Defined
Fields
The User Defined tab contains the user-defined fields Item User 1 through Item User 24. User-defined fields allow you to add specific data to a form. By default user-defined fields are not enabled or named. They have generic titles (such as Bill to User 1, Bill to User 2).
Click the User Defined tab to bring it to the front:
94
The user defined fields found in the User Defined tab of the Item Data form are enabled and named at the Language form. For more information,
please refer to “Enabling a Form’s User-Defined Fields” on page 47 .
Storing
Reorder
Quantity
Ranges &
Cycle Count
Intervals
Chapter 6
Initializing the Warehouse
You are able to set a reorder quantity, a minimum quantity, a maximum quantity, and a cycle period for an item. The minimum, maximum, and reorder quantities for an item as well as the cycle period (the waiting period between cycle counts, also called the cycle count interval) are stored in the Item Data form at the Reorder Quantity tab.
To enter or edit minimum, maximum, reorder quantities and the cycle period for an item, refer to the instructions that follow:
1.
Select an item and place the form in Edit mode; or, if adding a new item, click in the Reorder Quantities tab to bring this tab to the front:
2.
3.
4.
In the Minimum field, enter the minimum quantity level for this item at this site. Press the <Tab> key to advance to the Maximum field.
In the Maximum field, enter the maximum quantity level for this item at this site. Press the <Tab> key to advance to the Reorder field.
In the Reorder field, enter the quantity level at which to reorder this item. Press the <Tab> key to advance to the Cycle Period field.
Note: Items can have different minimums and maximums for each site.
5.
6.
Enter the wait period, in days, for this item between cycle counts in the
Cycle Period field.
The date of the last cycle count is entered automatically in the Last
Cycle field.
95
I
NTELLI
T
RACK
ISRP
V
8.1
User Manual
Establishing an Item Unit of Measure Range
When you enable the Multiple UOM feature in the System Options form\Features tab, you are required to enter a UOM value in the Item Data form. (If this feature is not enabled, the system will not use any UOM values.) The multiple Unit of Measure (UOM) feature enables you to handle a single item’s various units of measure (UOM). All UOM entries in the
UOM lookup table are displayed in the field’s UOM drop-down list. (For more information about UOM entries in the UOM lookup table, please
refer to “Unit of Measure” on page 56
). The operator must first establish the
UOM range (each, box, case, or as defined for that item) for each new item.
To establish the UOM range for a new item:
1.
2.
3.
4.
5.
6.
Click the Units of Measure tab to bring this section of the form to the front.
Click in the first UOM field.
Click the drop-down arrow in the UOM field and select the UOM for this item from the drop-down list that appears. Press the <Tab> key to advance to the Each Count field.
Enter the unit quantity in the Each Count field. [For example, the each count for the default system unit of measure {Each} is one (1). If you entered another value in the UOM Lookup table such as Case, and you assign the Case UOM to this item, the each count for a case of this item must be entered in the Each Count field. For example, the each count for a case of this item could be ten (10).] Press the <Tab> key to advance to the Unit Cost field.
Enter the value of the unit of measure in the Unit Cost field. (For example, if the value of the each count of this item is $1.00, the value for a case that contains 10 count of this item would be 10.00.)
Repeat steps 3–5 for each of the item’s UOMs.
Assigning a
Primary
Location for the Item
You are able to assign a primary location to this item. This means that the item will be associated with this location in the application reports and inventory tracking features. The item’s primary location is set in the Pri-
mary Location tab.
To assign a primary location to an item:
1.
From the Item Data form, click the Primary Location tab to bring this section to the front.
96
2.
3.
4.
Chapter 6
Initializing the Warehouse
Click in the Site field.
Click the drop-down arrow in the Site field and select a site for the Primary Location from the list that appears.
Press the <Tab> key to advance to the Location field and select a site location for the Primary Location from the list that appears.
Entering a
Duplicate Item
If the new item is sufficiently similar to another item in the warehouse, you may use the Duplicate button found along the bottom of the Item Data form to quickly add data for a new item.
When the Item Data form opens, the Item Master tab is to the front; only the Item # field (at the top of the form) is enabled.
1.
2.
Click the drop-down arrow in the Item # field (at the top of the form) and select the like item from the list of items that appears (at the top of the form).
Click the Duplicate button along the bottom of the form.
3.
The form refreshes, and the cursor is placed in the Item # field. The following fields are populated: Category, On Hand Qty, Description, and if applicable, the item picture and picture file location.
4.
Enter the item number in the Item # entry field for this item, and if applicable enter an alternate item number in the Alternate #. The On
Hand Qty will change to zero. Please note item number character
97
I
NTELLI
T
RACK
ISRP
V
8.1
User Manual
5.
6.
restrictions: DO NOT USE quotes or special characters in the item number (i.e., brackets, asterisks, single quotes, etc.).
Update the reorder quantities, unit of measure and primary location information, if necessary.
When you are finished updating information about this entry, click the
Save button found along the bottom of the form to save the entry.
Editing an
Item Record
To edit an item in the Item Data form, refer to the instructions that follow:
1.
2.
Click the drop-down arrow in the Item # field to display the list of inventory items. Select the item for editing from the list.
Next, click the Edit button found along the bottom of the form–the screen refreshes.
3.
The Item Master tab is to the front, and the Data fields change from gray (disabled) to white (enabled). Edit the data in this form, as desired.
(You are able to move between the tabbed sections.)
When you are finished editing the data, click the Save button found along the bottom of the form. The form refreshes, the data clears, and the Item Master tab is to the front.
If you do not want to save the changes you made to this item, click the
Cancel button found along the bottom of the form.
A Cancel Changes dialog box appears, asking you to confirm canceling the changes. Click Yes to cancel changes and exit. Click No to return to the form without canceling the changes.
98
Chapter 6
Initializing the Warehouse
Editing the Each Count Amount for a UOM
The Each Count amount for an item’s UOM is set in the Each Count field in the Units of Measure tab of the Item Data form.
Each Count Amount
Because editing the “each count” amount for a unit of measure will change your on-hand quantity amounts for the item, a dialog box appears when you edit the Each Count amount for an item’s unit of measure, asking you if you are sure you want to change this figure:
Deleting an
Item Record
•
•
If you want to change the Each Count amount for a UOM, click Yes to close the dialog box, implement the change, and clear the form.
If you do not want to change the Each Count amount for a UOM, click
No to cancel the change. The dialog will close and your cursor will be in the Each Count field for the UOM you are editing.
Press the <ESC> key on your keyboard to default to the previous number, if desired; the previous number returns and the record resets;
—Or—
Re-enter the desired number in the Each Count field. When you are ready to tab off this section of the form, or when you click the Save button, the dialog box appears again, asking you if you wish to change the Each Count amount. Click Yes to change the amount, reset the record, and close the dialog box.
If you need to delete an item from the database you may do so from the
Item Data form. Be aware of the database constraints: you cannot delete an item record if it is part of inventory. If you try to delete an item that is part of inventory, a dialog box appears indicating that this item is in inventory and cannot be deleted. The item must be removed from inventory before it can be deleted.
99
I
NTELLI
T
RACK
ISRP
V
8.1
User Manual
To delete an item:
1.
2.
3.
Click the drop-down arrow in the Item # selection field (at the top of the form) to display the list of inventory items.
Select the desired item from the drop-down list. Item data is retrieved and displayed for the selected item.
Click the Edit button found along the bottom of the form to place the selected item in Edit mode.
4.
Click the Delete button to remove an item from the system. (Confirmation is requested by a dialog box. Click Yes to confirm the deletion.)
Adding
Inventory
Button
Though quantity is usually added to inventory as part of a physical count, in some instances you may want to add an item quantity to inventory by way of the Item Data form. The Item Data form contains an Add to
Inventory button along the bottom that opens the Inventory Data form with a record already present for the selected item. The Add to Inventory button is activated when you add an item and click the Save button found along the bottom of the form, or you edit an item and click the Save button found along the bottom of the form:
100
Chapter 6
Initializing the Warehouse
Add to Inventory button
When the Add to Inventory button is activated and an item is selected, you are able to add an item to inventory. For more information about this process, please refer to the instructions that follow:
1.
2.
Click the drop-down arrow in the Item # field and select the item that you want to add to inventory.
Select the Add to Inventory button found along the bottom of the Item
Data form.
The Inventory Data form appears with a record already created for this item.
101
I
NTELLI
T
RACK
ISRP
V
8.1
User Manual
5.
6.
3.
4.
The Inventory Data form displays the current inventory location of the item, including UOM and on-hand count.
Click the drop-down arrow in the Location field and select the desired location from the list that appears. Press the <Tab> key until you advance to the UOM field.
Click the drop-down arrow in the UOM field and select the UOM from the list that appears. Press the <Tab> key to advance to the On Hand field.
Enter the on hand quantity in the On Hand field.
Select the Do It button found along the bottom of the form to process your changes.
Or, select the Preview button to view an inventory report of the item on-screen.
Or, select the Print button to print an inventory report of the item.
7.
Select the Close button to exit the Inventory Data form. You are returned to the Item Data form.
8.
Next, select the Close button to save the entries and exit the Item Data form.
102
Chapter 6
Initializing the Warehouse
Managing Customer Information
Information about your customers is added to the application at the Customers form.
Select Manage > Customers. The Customers form appears.
•
•
When the form first opens it is not editable, and the fields are blank. Two tabbed sections are part of this form.
Customers: Enter the customer contact information in this section of the form.
Customer Ship To IDs: Enter the customer ship to locations in this section of the form. (This is important when processing picking orders because the customer shipping entries are available for selection from the picking order’s Customer Ship To ID field.)
Customers
Form Buttons
This form uses buttons to add, edit, delete, and process data:
103
I
NTELLI
T
RACK
ISRP
V
8.1
User Manual
TABLE 6. Customers Form Buttons
Button Function Description
Add Places the form in Add mode so that you can add a new customer to the database.
Save Saves data changes.
Preview Preview the Customer form in report format.
Print Print the Customer form in report format.
Delete
Cancel
Delete the entire Customer record (including customer ID information and customer shipping information), or
ONLY delete this customer’s shipping information, if using this button from the Ship To tab of the Customers form.
Close the form and cancel data changes.
Close Close the form and save data changes.
Adding New
Customers
To add a new customer to the database, please refer to the steps that follow.
1.
Select Manage > Customers. The Customers form appears.
2.
Select the Add button found along the bottom of the Customers form.
The form fields become enabled and the cursor is placed in the Cus-
tomer ID field.
104
Chapter 6
Initializing the Warehouse
3.
4.
Enter a unique customer identification for this customer in the Cus-
tomer ID field. Next, enter the company name for this customer in the
Company Name field.
If desired, enter the customer address information. Enter the street address in the Address 1 field. Next, enter the Suite, if applicable in the
Suite field. Enter the city in the City field, the state or province in the
State/Province field, the zip (or postal) code in the Postal Code field, the country in the Country field, the contact name in the Contact field, the phone number in the Phone field, and the fax number in the Fax field. Enter any comments about this customer in the Comments area.
105
I
NTELLI
T
RACK
ISRP
V
8.1
User Manual
5.
When you are finished adding customer information, click the Save button found along the bottom of the form to save the customer information.
Editing
Customer
Information
To edit customer information (the information found in the Customers tab), click the drop-down arrow found in the Customer ID field at the top of the form and select the customer whose information you want to edit from the drop-down list that appears. Next, edit the desired fields. When you are finished click the Save button found along the bottom of the form to save any data changes.
Adding
Customer
Shipping
Information
Customer shipping information is also added to the system in the Customers form. To enter shipping information for a customer, please refer to the instructions below:
1.
2.
In the Customers form, click the drop-down arrow found in the Cus-
tomer ID field at the top of the form and select the customer for whom you want to enter shipping information.
Next, click the Customer Ship To IDs tab to bring this section to the front:
106
3.
4.
Enter a Ship To ID for this customer in the Ship To ID field (the Ship
To ID must be different than the Customer ID entered for this customer in the Customers tab of this form for the system to accept the customer shipping information). Press the <Tab> key to advance to the
Company Name field.
Enter the name of the company in the Company Name field. Press the
<Tab> key to advance to the next field.
Editing
Shipping
Information
Deleting
Customer/
Shipping
Information
5.
6.
7.
8.
9.
Chapter 6
Initializing the Warehouse
Enter the shipping street address in the Address 1 field. Press the
<Tab> key to advance to the Suite field.
Enter the Suite for the shipping address, if applicable, in the Suite field.
Press the <Tab> key to advance to the City field.
In the City field, enter the city for the shipping address. Press the
<Tab> key to advance to the State/Province field.
In the State/Province field, enter the state or province in the shipping address for this customer. Press the <Tab> key to advance to the Postal
Code field.
Enter the zip code or postal code for the shipping address in the Postal
Code field. Press the <Tab> key to advance to the Country field.
10.
Enter the country for the shipping address in the Country field. Press the <Tab> key to advance to the Contact field.
11.
Enter the shipping contact in the Contact field. Press the <Tab> key to advance to the Phone field.
12.
Enter the phone number for the shipping contact or the shipping area in the Phone field. Press the <Tab> key to advance to the Fax field.
13.
Enter the fax number for the shipping contact or the shipping area in the Fax field. Press the <Tab> key to advance to the Comments field.
14.
Enter any applicable comments about the shipping information in the
Comments field.
15.
Select the Save button found along the bottom of the form when you are finished entering the customer shipping information.
Once the Ship To ID has been added to the system, it cannot be edited. To edit any other part of the shipping data for a customer, click the drop-down arrow in the Customer ID field and select the customer whose shipping information you want to edit. Press the <Tab> key to advance to the field whose information needs changed, and change the information in this field. When you are finished editing the information, click the Save button to save the changes.
You are able to delete a customer record from the Customers form. To delete a customer record, click the drop-down arrow in the Customer ID field and select the customer whose record you want to delete. Next, click the Delete button found along the bottom of the form. The customer record will be deleted from the system, including the customer’s shipping record.
If you wish to delete a shipping record ONLY, click the drop-down arrow in the Customer ID field and select the customer whose shipping record
107
I
NTELLI
T
RACK
ISRP
V
8.1
User Manual you want to delete. Next, click the Customer Ship To IDs tab in the Customers form. Click the arrow at the beginning of the shipping record line to select the entire line of the shipping record that you want to delete. Next, click the Delete button found along the bottom of the form, to delete this customer shipping record.
Managing Vendor Information
Information about your vendors (i.e., suppliers) may be added to the application at the Vendors form. To reach the Vendors form, select Manage >
Vendors.
The Vendors form appears.
When the form first opens, it is not editable, and the fields are blank.
Vendors Form
Buttons
You are able to add, edit, and delete vendor information from this form, via the buttons found along the bottom of the form:
108
Chapter 6
Initializing the Warehouse
TABLE 7. Vendors Form Buttons
Button
Functio n
Add
Description
Places the form in Add mode so that you can add a new vendor to the database.
Save Save data changes.
Preview Preview the Vendors form information in report format.
Delete
Print the Vendors form to your default printer in report format.
Delete this Vendor record.
Cancel Close the form and cancel data changes.
Close Close the form and save data changes.
Adding a New
Vendor
To enter a new vendor into the database, please refer to the steps that follow.
1.
2.
Select Manage > Vendors. The Vendors form appears.
Select the Add button found along the bottom of the Vendors form. The form fields become enabled and the cursor is placed in the Vendor ID field.
109
I
NTELLI
T
RACK
ISRP
V
8.1
User Manual
Editing
Vendor
Information
Deleting
Vendor
Information
3.
4.
5.
Enter a unique vendor identification for this vendor in the Vendor ID field. Next, enter the vendor’s name in the Vendor Name field.
Enter the vendor address information. Enter the street address in the
Address 1 field. Next, enter the second address line, if applicable, in the Address 2 field. Enter the city in the City field, the state or province in the State/Province field, the zip or postal code in the Postal
Code field, the country in the Country field, the contact name in the
Contact field, the phone number in the Phone field, and the fax number in the Fax field. If desired, enter any comments in the Comments area.
When you are finished entering the vendor information, select the Save button found along the bottom of the form to save the vendor information.
To edit vendor information, click the drop-down arrow found in the Ven-
dor ID field at the top of the form. Select the vendor whose information you want to edit from the drop-down list that appears. Next, edit the desired fields. When you are finished click the Save button found along the bottom of the form to save any data changes.
You are able to delete a vendor record from the Vendors form. To delete a vendor record, click the drop-down arrow in the Vendor ID field found at the top of the form. Select the vendor whose record you want to delete.
Next, click the Delete button found along the bottom of the form. The vendor record will be deleted from the system.
110
Descargar
Enlace público actualizado
Se ha actualizado el enlace público a tu chat. Puedes ver y gestionar tus enlaces de chat después del registro aquí.
Enlace público del documento
Anuncio
