Stock Management

Contents

STOCK MANAGEMENT Menu

Displaying a Stock Record

Display Stock Card Form

Description Tab

Purchase Orders Tab

Other Stock Form

Sensitive Parts

Confirming a Sensitive Part Set-up Request

Sensitive Retention Record Form

Parts Log Transaction Form

Movement Filter Form

Purchase Orders Form

Purchase Line Tab

Order Header Tab

Backorders Form

Stock File Maintenance

Preparations for Set-up

Part Number Structure

Creating and Maintaining Stock Records

Creating a Stock Record

Amending a Stock Record

Deleting a Stock Record

Stock File Form

Description Tab

Prices and Costs Tab

Prices and Costs Tab

Search for Bin Location Form

Amending a Batch of Records

Amend Batch of Records Form

Field Selection Tab

Criteria Tab

Displaying Audit Files

Stock Audit Form

Purchases/Sales for Period Form

Superseding a Stock Line

Stock Supersessions Form

End of Month Processes

Advance Period Demand

Generate Max/Min Levels

Imprest Stock

SM IMPREST STOCK Menu

Account Enquiry

Imprest Stock By Account Form

Part Number Enquiry

Imprest Stock by Part Number Form

Account/Part Number List

Account/Part Report (SM) Form

Account/Bin Location List

Account/Bin Report (SM) Form

Insurance Report

Imprest Insurance Report (SM) Form

Stock Maintenance

Imprest Stock Form

Assemblies and Kits

SM ASSEMBLIES AND KITS Menu

Adding/Modifying Assemblies

Assemblies Form

Detail Page 1 Tab

Detail Page 2 Tab

Making and Breaking Assemblies

Make and Break Assemblies Form

Rebuilding Assembly Flags

Rebuild Assembly Flags Form

Reports and Enquiries

SM REPORTS AND ENQUIRIES Menu

Parts Valuations

Parts Inventory - by Part No (SM) Form

Summary by Franchise

Summary by Franchise (SM) Form

Bin Location List

Bin Location List (SM) Form

Purchase B/O Listing

Customer B/O Listing Form

Sales Backorder Listing

Backorder List (SM) Form

Aged Purchase Valuation

Aged Purchase Valuation (SM) Form

Backorder Clearance

Backorder Clearance (SM) Form

End of Month Report

Stock End of Day/Period Form

Franchise Reports

CS Stock Management Reports Menu

Special Order Stock Problems

Special Order Stock Problems Form

Obsolete Stock Report

Obsolete Stock Report Form

Parts Due to Delete at EOM

Parts Due to Delete at EOM Form

Lines Over X Days Old by Bin

Lines Over X Days Old by Bin Form

Top Movers Unit/Value

Top Movers Unit/Value Form

Surcharges Old to New Unit Value

Check New/Used Surch Values Form

Update Selling Prices Report

Update Selling Prices (SM) Form

Advance Sales History

Generate Max/Min Levels Std Report

Generate Max/Min Levels Std (SM) Form

Valuation by Discount Code Report

Valuation by Discount Code (SM) Form

SM MISCELLANEOUS OPTIONS Menu

Customer Returns

SM CUSTOMER RETURNS Menu

Importing a Returns Proposal

Customer Returns Import Facility Form

Editing a Customer Returns Proposal

Customer Part Returns Form

Part Number Tab

Proposed Returns by Part Number

Possible Returns by Part No. Form

Proposed Returns by Customer

Possible Returns by Account Form

Proposed Returns Rejections

Rejected Returns by Account Form

Franchise Table

Franchise File Form

Part Format Tab

Product Groups Form

Re-order Categories

Reorder Categories Form

Units of Measure

Units of Measure Form

Additional Text

Extra Text on Stock Records Form

Bin Locations Form

Storage Types Form

Safety Coefficients

Print Safety Coefficients Form

Max/Min Profile

Max/Min Profile Form

Updating Standard Menus

Update Standard Menus (SM) Form

Bin Zone Maintenance

Bin Location Maintenance

Bin Locations Form

Populating Bin Location Records

Populate Bin Locations Form

Batch and Serial Data

Batch and Serial Data Form

Seasonal Equipment Types

Seasonal Equipment Types Form

Sensitive Parts Generation

Sensitive Parts Generation Form

Stock Provision

Stock Provision Form

SM SYSTEM MAINTENANCE Menu

Preventing/Allowing Access

Prevent/Allow Access Form

Default Stock Record

Stock EOP Update

Stock End of Day/Period Form

Consolidating the Stock File

Consolidate Stock File Form

Rebuilding Purchase Order and Back Order Quantities

Rebuild P/O and B/O Quantities Form

Rebuilding Parts in the Bin Locations File (SM.binlo)

Rebuild Bin Parts Form

Rebuilding Parts in the Bin Locations File (SM.locat)

Rebuild Bin Parts Form

Max/Min Mapping Table

Max/Min Mapping Table Form

Max/Min Parameters

Max/Min Parameters Form

End of Year Options

End of Year Options Menu

End of Year Log

Calculating SM End-of-Year Log Totals

File Usage Statistics

File Usage Statistics Form

Resetting In-use Flags

Reset In Use Flags Form

Verifying Files

Verify Files Form

SM System Parameters

SM System Parameters Form

Main Detail Tab

Other Details Tab

System Controls

System Controls Form

Other Stock Management Issues

Calculation of Average Monthly Demand

Max/Min Calculation

Purchase Factors

Stock/POS Nominal Postings

Point-of-Sale Postings

Purchase Postings

Necessary Housekeeping Routines

Seasonal Equipment Manager

Seasonal Equipment Manager Form

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