This utility can be used to create new product records by
copying the product file values from an existing rental or sales
product to new product numbers.
This program can be used instead of using Add
Sales Parts or Add Rental Products as
a short-cut in setting up the inventory details for similar
products.
Information unique to a product such as serial numbers, license,
VIN#, etc. is not copied.
The new sales and rental products being created will be flagged
as Inventory Yes or No, depending on the type of GL account
assigned as the "Inventory" posting account in the Rental Product Class or Sales
Product Class.
Refer to Inventory Flag Defaults for
further information on how this flag is set when inventory is
"auto-added" into inventory.
This utility is particularly useful for creating a re-rent product record using the characteristics of an existing product in your rental fleet. Refer to Re-Rental Transactions for details.
The prompts to clone products are:
Note: The ability to add a new sales or rental product is controlled by the Add Sale Inventory and Add Rental Inventory flags set in the operator's Security Role Permission in the Miscellaneous window.
Uncheck this box if a single new product is to be
cloned.
Note: If a bulk rental product is being cloned, the New
Product # is left blank if the default number would be the same
as the From Product #.
Enter an appropriate unused new product number.
Add New Product:
A window is provided to add the new product instead of cloning a
copy of an existing product, as outlined in Add
Sales Parts or Add Rental
Products.
If this is a re-rental, the product number which the other rental firm has assigned to this equipment could be used.
Barcode:
A flag in the Barcode Parameters settings of the Company Inventory Parameters can be set, causing a
barcode to automatically be generated matching the Product
Number and a second barcode to automatically be generated
matching the Vendor Product#, for any rental or sale product
newly added to the inventory file.
Note: To avoid duplication the barcode is not created if the new barcode is already being used as an existing Barcode or Product#.
If this is a re-rental, select a rental product class that is flagged to process re-rents.
The cost type selection from the source product displays.
This can be changed as required by selecting one of the following
cost options:
Note: If the "Cost Type" selected is Average for the item but
the "Average Cost Each" is zero at the time of posting a sale of
this item, then the invoice will be held back from posting with no
cost, and will be listed in Daily Close 2
Error Log.
Use Correct Daily Close Cost Errors to
assign a cost and resume the posting with Daily Close 2.
Select Zero Cost when the cost of the item should post as
zero.
This usually applies when the merchandise has already been
expensed, and no "Average Cost Each" is required.
Select % of Sale to calculate the cost as a percentage of
the selling price for the product on that invoice.
Enter the percent to be used in the Cost% field below.
Select Prompt if the cost for this product varies and needs to be entered each time the part is sold, either in the Daily Close 2 posting process or when the Invoice detail is entered.
The ability to enter a cost on the invoice is controlled by
operator Security Role as flagged in the
"Miscellaneous" window of Role
Permissions.
If the operator has permission, a window is provided in the Invoice
so the correct cost can be entered for this part.
If the Cost is not entered in the Invoice, the cost must be entered
in the Daily Close process prior to posting.
Note: When a Sales part has a Cost Type other than
"Average" assigned, and an Average Cost Each is also
entered, it is the Cost Type that is used in the inventory
postings to determine on how the cost should be posted to the
General Ledger, and the 'Average Cost Each' value is
ignored.
e.g. If the cost % was set to 70.000, then if the selling price was $10.00 the cost would be $7.00.
Specific products can be identified as NOT eligible for rental, for transfer, and/or for depreciation, causing an warning message to be displayed when an operator attempts to rent, transfer, or depreciate them.
Enter the appropriate code for this product, or select one from
the Product Status Codes Search
window.
When the product Status Code is changed an audit record is written
to track the change with the clerk code and any notes, in Status Code Change History for RSPF46.
Security can be setup to restrict operators from changing the
product code.
To setup Security Roles and a password
use the module name RSAR, and refer to Module
Passwords.
For more information on this security feature refer toSystem Security Overview.
Note: An Override Reason is not required to change the Status Code.
Check this box if the quantity on hand for this item can be
greater than 1.
Uncheck this box if the quantity on hand for this item will equal
1.
Check this box to create a Fixed Asset Tag after the product
quantity has been entered.
Uncheck this box if the tag is to be created later.
Check this box to copy any existing special rental rates.
Uncheck this box to prevent the special rates from being copied to
the new product.
Note: If this utility was run in error contact Texada Support for assistance to Reverse Inventory Adjustments.
ACTIONS:
Additional actions provided by buttons on
the Clone Rental & Sales Products screen include:
Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |