Fast-Track Enter Inventory

** This utility is under development and is not yet available. **

This utility can be used to load the initial Sale & Rental inventory, complete with Product Classes, Groups, Rates/Prices and Products.

Default values for the Product Classes must first be setup in Product Class Defaults .

IF LOADING "GENERIC" START-UP PRODUCT LIST
This program is designed for faster entry of inventory. Using a printed Rate Card, input one product per item on the rate card. This results in a "generic" product number per item on the rate card.
Contracts and invoices, can be entered using the generic product, before the actual inventory is counted and entered.

Later on, complete an inventory count and look up actual inventory costs. Then each item can be input into the software using permanent product numbers. When all inventory is setup, the "generic" product numbers become obsolete.

To begin, look carefully at your Rate Card. Each heading becomes a Product Class. Start the first Product Class at 10 and number by 5's.
e.g. Class # 10, 15, 20, 25, 30 etc.

The software will automatically base the Group number on the product number.
e.g. Product Class 10 will have Group 1001, 1002, 1003 etc.
The first two digits are the class and the last two are the groups within the class. Each line item on the rate card should have its own group.

The software will automatically create a "generic" Product # based on the Product Class/Group combination, with a dash before the product #. For example, Group 1001 will have products 1001-01, 1001-02, etc.

IF LOADING ACTUAL INVENTORY, USE AUTO-ASSIGN #'s
When loading from actual inventory records, i.e. the correct quantities, costs and date acquired are being entered, use this program to quickly load the products.

Instead of using the long system generated Product #, i.e. 1001-01, (7 digits), the software can be set to auto-assign in numeric order, i.e. 1000, 1001, 1002 (4 digits). This will be less cumbersome for counter staff in the long run.

To set the program to auto-assign based on 4 digits, set Company Inventory Parameters with RENTAL PRODUCT # MASK = 9999. This indicates that the product number should be 4 digits long.
Now set the first number to start at, in Last Used Transactions . In this file, set FILE RSPF PRODUCT FILE with TRANSACTION # = 999. This tells the software to start at 1000 (last used rental product # was 999).

SEQ#  R/S  DESCRIPTION               CLASS  GROUP  PRODUCT #    RATE
----  ---  -----------               -----  -----  ---------    ----
0001   R   AIR COMPRESSORS             10
0002   R   AIR COMPRESSOR 100 CFM      10    1001   1001-01
0003   R   AIR COMPRESSOR 150 CFM      10    1002   1002-01
0004   R   AIR COMPRESSOR 175 CFM      10    1003   1003-01
0005   R   AIR COMPRESSOR 200 CFM      10    1004   1004-01
0006   R   AIR TOOLS                   15
0007   R   AIR BREAKER 30 LBS          15    1501   1501-01
0008   R   AIR BREAKER 60 LBS          15    1502   1502-01
The prompts are:
CLASS
Enter the Product Class Code. For ease of Class numbering, it is recommended to use a two digit Product Class number.

For more information about the importance and use of classes refer to Sales Product Class or Rental Product Class .
Default values for the Product Classes are taken from the setup in Product Class Defaults .


DESCRIPTION
Enter the Product Class description.

R/S
Enter R for a Rental class.
Enter S for a Sale class.

GROUPS
<F4> Multiple Groups can be assigned to a Product Class. The software will automatically number the group based on the class.
i.e. if Class is 10, then the first group is 1001, the second group should be 1002, third group is 1003 etc.
Each new line item should have a new group.

For more information about the importance and use of groups refer to Groups.

Press <F3> when all Product Classes/Groups and Products have been entered.
These new Rental and Sales products can be added to the company's product file, using Convert Fast-Track Inventory Records .

Enter and exit ENTER INVENTORY FAST-TRACK as often as required. To get a print out of the work recorded with this program, use Print Inventory Fast-Track Records .


Topic Keyword: RSPU01
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