Parts are put into the Inventory System by the Purchase Screen

To Add an Inventory Item
    Push the Add Line Item Button and Enter the Manf Part Number
    in the text box on the new Popup Screen.

    If the Manf Part number is already in the System the
    Screen will display the Stock # that is already assigned
    to that Manf Part # with a Picture.
    Press OK to use this Stock #.
   
    If the Manf Part number is NOT in the system the
    Screen will either generate a new stock # (Config Auto Stock # = True)
    or allow the user to enter a stock # of their Choice.
    Press OK to use the Stock #.

Adding another Line Item

Edit Purchase Order Line Item

Delete Purchase Order Line Item

Push the "Ok" button to confirm the delete
Push the "Cancel" button to cancel the delete

Printing a Purchase Order

To Generate a Purchase Order hard copy
Push the "Print PO" button and wait
until a new screen appears.

Push the "Convert To PDF" button
to convert this display to a printer
friendly document.

Push the "View PDF" link
to display this document
in Adobe Acrobat Reader

The user may now use the
Print function in the reader
to print it to the printer

Click the "Main Menu" link to return to the Main Menu

To Add an Inventory Item
    Push the Create New Button and Enter the Manf Part Number
    in the text box on the new Popup Screen.

    If the Manf Part number is already in the System the
    Screen will display the Stock # that is already assigned
    to that Manf Part # with a Picture.
    Press OK to use this Stock #.
   
    If the Manf Part number is NOT in the system the
    Screen will either generate a new stock # (Config Auto Stock # = True)
    or allow the user to enter a stock # of their Choice.
    Press OK to use the Stock #.

If the Config Auto P.O. # = True
     The Inventory System will Select the next Incremented  Purchase Order Number
     and disable the Purchase Order Number Field.

If the Config Auto P.O. # = False
     The Inventory System will enable the Purchase Order Number Field
     and set focus on the Purchase Order Number waiting for User Input

Fields that are Dark are Mandatory

Fields that are Light are Optional

Note:
    The Vendor , Category and Buyer
    Need to be already in the system
    using the Appropriate Screens.

Pull down the Vendor Combo and select the Vendor from the List.

The Purchase Date Defaults to the Current Date
It can be Changed using mm/dd/yyyy Format

The Vendor Internal Part Number is Optional
Some Vendors have Different Internal Inventory Numbers

The Manf Name is Optional   ie: Intel , Panasonic , Motorola , Etc.

Stock # and Manf Part#
are not Changeable at this Time

Part Description is
Optional but should
be used. Reports look
better with Upper and
Lower Case Descriptions

The Category Field is optional but should be used
The Category's are entered in the Category Menu.
Parts can be grouped together using Category's
ie: 1/4w 5% Resistors
    1/8w 5% Resistors
    1/4w 1% Resistors

The Part Date Code is Optional
It can be used to Identify I.C. Chip Date Codes.  ie: 99+ , 2003
If entered in mm/dd/yyyy Format it can be uset for
Expiration Date  (Shelf Life) of some Inventory Parts

The Revision Number is Optional. It can be used to track the revision of parts

The Re-Order Qty is Optional and is used for notifying
Users when the Quantity in stock falls below the Re-Order Quantity

The Buyer Combo Box lists all the employes in the Inventory Software System. Pull down the list and select the Buyer

The Quantity field is mandatory and is a numeric integer

The Unit Cost field is mandatory and is a numeric Float

The Total Item Cost field is mandatory and is a numeric Float
It is Caculated from (Quantity * Unit Cost)

The Shipping Cost field is optional and is only
active for the first Line item. It is used with the Gross Profit Calculation

The Total P.O. Cost is calculated when the Purchase Order
is finished and the Done button is pressed.
This field totals all the line items on the Purchase Order

The Lead Time field is optional but the Ship Date field is Mandatory
The Ship Date is Calculated from the (P.O. Date + Lead Time wks)
When Lead Time field looses focus the Ship Date is Calculated

The Usage Location field is optional and is
usefull if an Inventory part is only used in one type of instrument.

The Weight field is optional and can be used if the
Weight of the Inventory Item is needed

The Bin Location is the area in the stockroom where the Inventory Part is going to be located
The Inventory Software will prompt for this Information when the Purchase Order is Received.

The Terms fiels is mandatory
Pull down the Terms Combo Box and select the
Purchase Order Payment Terms

The F.O.B (Freight On Board) Point field is mandatory
Pull down the F.O.B. Point combo box and select
the proper F.O.B. Point

The Ship Via field is mandatory when selected it fills
the Shipping Service Combo Box
The Service Methods are different for UPS and FEDEX

If Ship on Our Accound check is true then a Combo box
appears that contains the shipping account numbers ented
into the Inventory Software.

The Tracking Number field is optional it can be used for the UPS or Fedex Tracking #

The Comment Field is Optional
This field is also viewable on the Check Stock Screen

If the Drop Ship Check is checked
a box appears allowing a different address to be entered
This Address will replace the Ship TO address on the Printed Purchase Order

Press the Done Button to Save the Purchase Order

Use the Search Engine and
Locate the Purchase Order
To Add a New Line Item

When Adding Line Items
the following fields are Disabled
    Purchase Order #
    Purchase Date
    Vendor Name
    Buyer
    Shipping Cost
    Terms
    F.O.B. Point
    Ship Via
    Service
Follow Instructions on Adding New
Item and Press the Done Button when Finished

 

When Editing a Purchase Order all fields are
Available for edit. If the Inventory Stock Number
is changed to a number that is not in inventory
an error will be reported.

To Delete a Purchase Order Line Item
Click on the Stock # and Press the Delete Button

If the Stock # is used in a Bill of materials, a screen will
appear telling the user to remove the Inventory Part from
the Bill of materials first. Use then Assembly Menu to do this.