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Category
Codes |
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The Category
Codes screen allows the operator to maintain a set of codes used to describe the
category or classification of a particular inventory item. |
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Currency
Codes |
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The Currency
Codes screen allows the operator to maintain a set of codes used to describe the
currency of a particular inventory item. |
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Customer
Types |
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The Customer
Types screen allows the operator to maintain a set of codes used to describe the
type of customer assigned to the sale of a particular inventory item. |
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Customers |
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The Customer
screen allows the operator to maintain important contact and identification
information of customers who have purchased products. |
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Finish
Codes |
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The Finish
Codes screen allows the operator to maintain a set of codes used to describe the
type of finish for a particular inventory item. |
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Grade
Codes |
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The Grade
Codes screen allows the operator to maintain a set of codes used to describe the
type of grade for a particular inventory item. |
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Location
Codes |
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The Location
Codes screen allows the operator to maintain a set of codes used to describe the
location in which a particular inventory item will be sent from. |
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Inventory
Types |
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Mainly used
to designate transaction types, the Inventory Types screen allows the
operator to
maintain a set of codes used to describe the various system processes
and transactions used in the system (i.e. SLS = sales, ADJ =
Adjustments, etc.) |
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Items |
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The items
screen allows the operator to enter in and track all pertinent information about
an inventory item, including its dimensions in both metric and U.S.
measurements. |
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Quality
Codes |
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The Quality
Codes screen allows the operator to maintain a set of codes used to describe the
quality of a particular inventory item. |
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Order
Entry |
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The Order Entry screen is the most complex screen within the Quarry
Management system. It allows the operator to enter in and track open
orders, quotations, or shipped orders using one process. It is
divided into 4 sections, as follows: |
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- Customer Data -
The opening screen of the order entry
allows for the selection of a customer and salesman and the filling
out of the sold to portion of an order or quote. There are three types
of entries that can be made – a quote, a new open order, and an entry
of an already shipped order, a “post bill”. Currently, the
“Other” type of entry is undefined.
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- Shipping Data -
This area of the order entry allows for
the entry of ship to data, job name reference, and any delivery
instructions This portion of the entry screens will contain the Ship
To information as well as Job Name, shipper, and associated delivery
instructions. These will be printed on the order form.
|
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- Product Data - This area of
an order or quote allows the operator to enter the specific items for
the order or quote. The item number is selected based upon a
predetermined set of codes. Once selected, the remaining fields are
filled in for viewing and printing purposes. At any point, additional
description lines may be typed by skipping the item number entry.
For items and services sold (such as
freight, handling, cutting, polishing charges, etc.) the operator will
load into the product item database items for each special charge. In
that way, the line can be selected off the drop down list box by item.
In this portion of the order/quote entry, there is a button on top of
the page that, when clicked allows the user to enter a specification
of what the client needs.
The operator can then decide to pick
what the program suggests or schedule a custom cut to fulfill the
order. The operator can enter ANY of the fields in the inquiry popup
screen and click on the Search button to have the program attempt to
match the client’s needs. If the program finds one or more “potential
solutions” in inventory, it will display them in a browse window for
easy selection by the end user.
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- Tracking Data -
This page will allow the entry of a
series of dates and the quote number (if applicable) and total sales
amount. A separate area for notes is attached to the individual order
or quote for reference purposes and for printing on the order form.
The operator
can track a quotation through the order process, and through
invoicing. The invoice number, when assigned, will be automatic,
adding one to the largest prior number. The operator can override the
number and the system will then use that larger number as the next
number to add one to for the next new invoice. The invoice date will
be filled with the date that the invoice number is assigned. This date
can be overridden if necessary. The due date will be automatically
calculated for Net 15 and Net 30 accounts (customers with those terms
in their file and on the associated invoice field). If the terms are
NOT Net or Net 30, then the due date will become the same as the
invoice date.
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Shipped
Item Posting |
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The shipped
item posting procedure allows the operator to enter in shipped item records for a
series of items for one Bill of Lading. The operator would use this
procedure when shipping items based on a BOL, or when they have too many
items to enter using the shipped item process on the order entry screen. |
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Status
Codes |
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The Status
Codes screen allows the operator to maintain a set of codes used to describe the
status of a particular inventory item. |
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Salesman |
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The Salesman
maintenance screen allows the operator to maintain a set of codes used to
identify salesmen assigned to sales of inventory items. |
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Unit
of Measure (UOM) Codes |
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The UOM Codes
screen allows the operator to maintain a set of codes used to describe the unit
of measure of a particular inventory item. |
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Cut
Orders |
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This
procedure allows the operator to create cut order records for a particular item
needing to be added to inventory (similar to a purchase order). |
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Receipts
Posting |
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This
procedure allows to to enter in information about a cut order that has
been received and added to inventory. |
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Adjustments
Posting |
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This
procedure allows the operator to adjust the on-hand quantity of any item in
inventory. |
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Audit
Inventory |
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This
procedure allows the operator to report any transactions performed within the
system for any item. |
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Customer
Master Listing Report |
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This
interactive query procedure allows the operator to lookup customer information
and print/view a report matching criteria that they enter. |
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Stock
Status Report |
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This
procedure allows the operator to check the status of any inventory items and
print/view a report matching the criteria that they enter. |
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Stock
Valuation Report |
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The stock
valuation report allows the operator to print/view a valuation recap (cost vs.
retail price) of any inventory items matching the criteria entered. |
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Production
Recap Report |
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This
procedure allows the operator to print/view inventory items produced based on the
criteria that was entered. |
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Inventory
Inquiry Report |
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This
procedure allows the operator to quickly lookup and print/view an inventory item
based on the criteria that they enter. |
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Sales
Recap Report |
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This report
allows the operator to print/view sales information for any inventory items that
meet the criteria that is entered. |
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Open
Order Report |
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This
procedure allows the operator to print/view a listing of any open orders yet to
be shipped. |
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Quote
Recap Report |
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This
procedure allows the operator to print/view a listing of any quotations sent to
prospective customers in order to follow-up and turn these quotation
into open orders or sales. |
