Inventory
Overview
The POSey Point-Of-Sale System includes an integral inventory control and
recordkeeping system for those users who desire to track inventory sales.
When Cash Register keys are programmed to sell items, inventory items are
automatically set up, making it easy to use the system.__Stores using
barcode scanners can dynamically create inventory new items when products
are scanned.
A number of back-office reports are available for displaying inventory
items, as well as reports that may be run from the Register Report Menu.
These reports allow you to track sales of inventory items, sales to open
departments, and sub-department sales totals.
The Inventory Entry program has an integral import feature which allows
inventory items to be added, edited, and even deleted, based on data in an
ascii text import file.__The import file format is user-configurable to a
great extent.
POSey Inventory links seemlessly with the Purchase Order system, allowing
you to create purchase orders and receive merchandise.__P.O.'s may also be
generated automatically by the system.
+--------------------------------------------------------------------------------+
|+---------------------------| Inventory Program |------------------------------+|
||______________________________________________________________________________||
||______________________________________________________________________________||
||___Item Number:_______________________Description:____________________________||
||______________________________________________________________________________||
||___Link Number:_______________________Vendor Item no.:________________________||
||------------------------------------------------------------------------------||
|| Pack/Units per .._______/______Avg Unit Cost___________Price Lev.0:__________||
|| Qty. on hand ...._______________Reo. level .___________Curr. val ..__________||
|| Tot. qty. sold .._______________Total $ sold_________________________________||
||------------------------------------------------------------------------------||
|| Discount (Y/N) .._____Margin (Y/N) ......_____Margin %_______Link (Y/N) ..___||
|| Sale Price Flag.._____Sale Price ._____________________Subject to SI #1 ..___||
|| Subject to SI #2______Subject to SI #3 ..______________Subject to SI #4 ..___||
||------------------------------------------------------------------------------||
|| Vendor Acct. # ..__________________Name:_____________________________________||
|| Curr. on Order ..___________P.O. date__...____________Due date ....__________||
|| Last date recd. .___________Menu Item (Y/N)___________Physical Item:__(Y/N)__||
|| Merch. Class ....___________Commodity group___________Location ....__________||
|| Function Code ...___________Printer # .....___(0-9)___Condiments ..__(YNA1-9)||
|| Serialized ......___(Y/N)___Scaled Item ...___(Y/N)___Item Count__:__________||
||------------------------------------------------------------------------------||
|| Price lev #2:___________#3:___________#4:____________Purchase Cost:__________||
|+------------------------------------------------------------------------------+|
| F1ùHelp Alt-MùMenu Item Alt-SùShift F6ùFast Edit F7ùVend No. F8ùClass F10ùSave |
+--------------------------------------------------------------------------------+
Inventory Item Entry
Inventory Entry/Edit
The first step in using the POSey inventory system is to create an inventory
record for each item that will be tracked.__This can be done with the
Inventory Entry/Edit program, or it can be done during the key programming
process for Preset Keys (see "Register Key Programming, Preset key").
In either case, you will be presented with the entry screen shown above.__As
you can see, a great deal of information can be entered about each inventory
item, but many of the fields are only used by specific features of the POSey
system.
Four of these entry fields MUST be completed in order to save the inventory
record; the Item Number, Description, Unit Cost, and Price Level 0 (retail
price).
Following is a description of each inventory field...
Item Number
This required field contains the stock number of the item.__Up to twenty
alpha-numeric characters may be used.__Alphabetic characters should be in
upper case to facilitating searching and retrieving of records.
The Item Number will be left-justified in the field.__Therefore, if you will
be using numerical item numbers, you may want to consider making all of them
the same length by using leading zeros for smaller numbers.__For example, if
you enter the item numbers, "1", "2" and "10", a sorted listing of inventory
records will show the items in this order;
____1
____10
____2
If a proper sort order is important in your reports, the item numbers should
be entered as, "01", "02", and "10".
If you will be using a serial barcode scanner in the system, you should
install and configure the scanner before entering inventory items (see
"Configuration & Setup, Barcode Info" to learn how to configure your
scanner).__Once the scanner is working with the system, it may be used to
scan inventory item numbers into the system.__This will assure that barcode
numbers are entered correctly.
The barcode scanner should be set to expand UPC-E codes to UPC-A codes.__It
should NOT send the NSC code or the check digit.
NOTE: a wedge barcode scanner cannot be used for entry of inventory item
numbers.
Description
Enter the name or description of the item in this field.__Up to 25
alpha-numeric characters may be entered.__Keep in mind, however, that only
12 characters will be displayed on the Register receipt display, and printed
on the customer receipt.__Therefore you will want to make sure that the
first 12 characters of the Description field provide an adequate description
of the item.__The Inventory Entry/Edit program will show the first twelve
characters of the Description in blue on a color monitor to let you know
when you have reached this threshold.__(Note that the Inventory Entry screen
used during key programming does not show the blue characters.)
The Item Description is a required field.
Link Number
This field may contain a Sub-Department number to which the inventory item
is linked for sales reporting.__Sub-Departments are created using the Key
Programming program.__See the chapter, "Sub-Departments" for more
information about POSey Sub-Departments.
IMPORTANT: In order for sales information to be linked to the specified
Sub-Department, the Link Flag field (described below) must be set to 'Y'.
This field is optional and should be left blank if this item will not be
linked to a Sub-Department.
Vendor Item Number
This is an optional field which is used to enter the Vendor Item Number for
this inventory item.__This is the number used by the vendor to identify the
item.__This number is printed on purchase orders for use by the vendor.
If a Vendor Item Number is entered, you will be allowed to recall items by
their Vendor Item Number when creating a purchase order.
Pack/Units Per Pack
These two fields are used to indicate when inventory items are purchased in
packages of more than one.__The pack description (up to 5 characters) should
be entered in the first field, followed by the number of units per pack.
For example;
____Case / 24
____Ctn__/ 10
____Box__/ 100
When this information is entered, it is used by the Purchase Order system
to determine the proper order quantities.__Depending on how the P.O. system
is configured, you may order by unit or pack quantities.__When ordering in
pack quantities, the system will automatically order in multiples of the
pack quantity.
IMPORTANT: All quantities shown in the inventory record (Quantity on Hand,
Reorder Level, Quantity Sold, and Quantity on Order) are stated in UNITS.
The "Units per Pack" information is only used when creating and receiving
purchase orders.
Average Unit Cost
This is the average wholesale cost of ONE item.__Do not enter the cost
for a pack in this field.__This field only needs to be manually modified
when an item is entered the first time, or if you enter purchases directly
into the inventory record without using the POSey Purchase Order system.
Note that whenever the Unit Cost and Quantity on Hand are both changed, the
program will calculate a new average cost for the item and use that figure
as the Unit Cost.
A valid Unit Cost must be entered before the inventory record can be saved.
If you are not concerned with tracking costs, enter a zero in this field.
When creating Purchase Orders using the POSey system, the purchase cost is
normally taken from the Purchase Cost field.__However, if no Purchase Cost
is entered, the Average Unit Cost will be used for P.O.'s.
Price Level 0
Enter the normal selling price for the item when rung up at the Register.
For most stores, this would be the retail selling price.__You must enter a
price in this field before the inventory record will be saved.__If this item
is a scaled item that is to be sold by weight, enter the price per scale
unit (pound or kilogram).
The POSey system allows you to enter alternative price levels for each item.
They are referred to as Price Levels 1, 2, 3, and 4, and are described
below.
Price Level 1 is considered to be a special "sale" price which may be
accessed via a Price Override key, or by setting the Sale Price Flag field
in the inventory record to 'Y'.__If the Sale Price Field is set to 'Y', then
Price Level 0 will be ignored when items are rung up at the Register.
You may also sell items at a price calculated as a percentage margin above
the unit cost.__If the Margin Flag field is set to 'Y', then Price Level 0
will not be used when items are rung up.
Quantity on Hand
This field shows the current stock level of the item.__This field is updated
automatically by the POSey Register when items are sold or returned, and by
the Purchase Order system when items are received.__The amount may also be
manually edited.
The Inventory Variance Report, which may be used for taking a physical
inventory, or for receiving purchased items, will also adjust the Quantity
on Hand field.
Reorder Level
Enter the unit quantity at which the item should be reordered.__If the item
should never be reordered, place a negative number in this field.
When the Quantity on Hand is at or below the Reorder level the item will
appear on the Reorder Report (available from the Register Report Menu), and
the Automatic Purchase Order Generation program may be used to include the
item in a purchase order.
Current Value
This field shows the current value of stock for this item.__The amount is
calculated by multiplying the Quantity on Hand by the Unit Cost.__However
you may manually edit the field if you like.
Total Quantity Sold
This field cannot be edited.__It is automatically updated by the Cash
Register whenever items are sold or returned.
The Total Quantity Sold indicates the number of items (not packs) which have
been sold since the last Inventory Z Report was run.__The amount is zeroed
out by running the Inventory Z Report from the Register Report Menu.
Total $ Sold
This field shows the total dollar amount of the item which has been sold
since the last Inventory Z Report.__It is automatically updated by the Cash
Register, and may not be edited.
Discount Flag
This field must be set to 'Y' or 'N' indicating whether the item may be
discounted.__If discounts are not allowed, set the flag to 'N', otherwise
set it to 'Y'.
Discounts in the POSey system are applied through the use of Discount keys
on the Register.__A discount may also be done as a post-void in a guest
check system.__The Discount Flag specifies whether the item is discountable
with a Discount or Post-Void operation.__Keep in mind that it is possible to
program the Discount key or Post-Void reason to override the Discount Flag
in the inventory record.
Margin Flag
This is a Yes/No field indicating if the selling price of the item should be
calculated by margin.__Set this field to 'N' if you want to sell the item at
the Price Level 0 price.__Set it to 'Y' to sell the item by margin.
When selling by margin you must enter the margin percentage in the Margin
Percent field.__The selling price is then calculated by the following
formula;
______________________________Unit Cost
____Selling Price = -----------------------------
____________________1 - (Margin Percentage / 100)
Stated in plain terms, the margin is the percentage of the selling price
that is profit.__The range must be between zero and 99.
If you would like to determine the selling price for different margin
amounts, you may hit the F6 key to open the Quick Edit window.__Enter the
desired margin percentage, and the program will display the calculated
selling price.
Margin Percent
Enter the margin percentage in this field if you will be selling this item
by margin.__If the item will not be sold by margin, you may leave this field
blank.__In order to sell an item by margin the Margin Flag field must be
marked 'Y'.
The valid range for margin percentages is 0 to 99.__Any numbered entered in
this field will be rounded to the nearest whole percent.
Link Flag
This is a Yes/No field which indicates if the item should be linked to a
sub-department for sales reporting.__If the Link Flag is set to 'Y', then
there should be a valid sub-department link number in the Link field.__The
Link field is the third field on the entry screen, and is described above.
When entering inventory records using the Inventory Entry/Edit program, the
Link Flag field will be set to 'Y' automatically if an entry is made in the
Link field, however this feature is not available when setting up inventory
items during Key Programming.
It is important to make sure that each item to be linked has a valid link
number, and has the Link Flag set to 'Y'.
Sale Price Flag
If the Sale Price Flag is set to 'Y', the Register will ring the item up for
the Sale Price (Price Level 1), instead of Price Level 0.__This will be done
automatically without the need of a Price Override key or Price Level Shift
key.__If the Sale Price Flag is set to 'N', the Register will sell the item
at the normal Price Level 0 price.
The Sale Price Flag provides a mechanism for placing particular inventory
items on sale without any special Register key programming.__The Inventory
Process program (see "Inventory, Inventory Process") allows you to change
the
status of the Sale Price Flag for an entire range of inventory items at one
time.
Sale Price (Price Level 1)
The POSey system allows you to program the normal sale price for each item
(Price Level 0) and up to four alternate prices, termed Price Level 1
through Price Level 4.__Price Level 1 is termed the "Sale Price".__It will
override the normal sale price when the Sale Price Flag is set to 'Y'.
Another way to sell an item at the Sale Price is through the use of a Price
Level Shift key.__See the section "Key Programming, Price Level Shift Key"
for more information.
Subject to SI Fields
Four entry fields are provided to indicate if the inventory item is subject
to Selective Itemizers #1 through #4.__Each field should be set to 'Y' or
'N'.__If the field is left blank, it is assumed to be 'N'.
Selective Itemizers (SI's) are used in the POSey system to add a percentage
amount to the sale for particular items.__SI#1 is reserved for sales tax.
If the inventory item is a sales taxable item, be sure "Subject to SI #1" is
set to 'Y'.
SI#2 through SI#4 may be used for other purposes, such as County or State
option taxes, gratuities, food stamp tracking, etc.__See the section,
"Configuration & Setup, Selective Itemizers" for more information about
SI's.__Be sure to do the required Selective Itemizer configuration before
ringing up taxable items on the Register.
Vendor Account Number
Enter the account number used for the item vendor in this field.__If the
vendor has already been entered into the system, the vendor name will appear
automatically in the Vendor Name field.
If this is a new vendor account number, the system will automatically create
a new vendor record when the inventory item is saved using the F10 key.__The
vendor record may then be further edited using the Vendor Entry program.
See the section, "Purchase Orders, Vendor Entry" for more information about
entering vendors.
The vendor number is optional, but one must be entered if you plan to use
the POSey Purchase Order system to generate purchase orders.
Vendor Name
This field contains the name of the vendor from which this item is
purchased.__The name will automatically be filled in when the Vendor Number
is entered, unless this is a new vendor.__When a new vendor is entered, the
name you type in the Vendor Name field will be used to set up a new vendor
record which may be further edited using the Vendor Entry program.
Current On Order
This field shows the total number of units which are currently on order, but
not received.__It is updated automatically when you use the POSey Purchase
Order system to create purchase orders and receive merchandise.__Note that
the amount shown as currently on order is always stated in units, not in
packs.
If you do not plan to use the POSey Purchase Order system, this field may be
manually edited.
Purchase Order Date
This field shows the date when the last purchase order for this item was
issued.__It is updated automatically by the POSey Purchase Order system, but
may be manually edited if you like.
Due Date
This is the date when the items currently on order are expected to arrive.
When you use the POSey Purchase Order system, the due date is taken from the
last purchase order issued for this item.__This field may also be edited
manually.
Last Date Received
This field shows the last date when this inventory item was received.__It is
automatically updated each time merchandise is received using the Purchase
Order Receive program.__The field may be manually edited if you will not be
using the POSey Purchase Order system.
Recipe Item Flag
This Yes/No field indicates whether the item contains a recipe list of other
items that make up this inventory item.__For example, an inventory item for
a "Hamburger Sandwich" may contain a recipe list which includes a bun, meat
patty, pickles, etc.__When inventory items contain such a recipe list, the
Recipe Explosion program (see "Register Reports") will break the item into
its components and adjust the inventory levels of all the individual
inventory items listed in the recipe.__For more information about how to use
Recipes, see the section, "Inventory, Recipe Items".
It is possible to change this field manually, however it will revert to 'Y'
or 'N' when the inventory item is saved, depending on whether a Recipe Item
list is included for the item.__Recipe items are entered or viewed using a
special entry screen which can be accessed using ALT-R.
Physical Item Flag
This Yes/No field is used to indicate that this is a physical inventory item
that should be reordered and included on purchase order reports.__In order
for the POSey Purchase Order system to create purchase orders for this item
based on reorder levels, the Physical Item Flag must be set to 'Y'.
If you have inventory records which are used for non-merchandise purposes,
set this flag to 'N'.__Examples might be inventory records created by the
Hotel Management system for room charges, membership items used to extend
member expiration dates, or items used to sell admission tickets.
Another case where inventory items would be considered non-physical items is
when Recipe lists and recipe explosion is used.__Generally, only those items
which are actually re-ordered as physical inventory should be marked "Y"
with this flag.
If an inventory item is not marked as a physical item, the Recipe Explosion
program will set the Quantity On Hand and Current Value fields to zero during
the Recipe Explosion process.
Merchandise Class
The Merchandise Class field is a manually editable field which is used for a
variety of purposes in the POSey system.__These features are briefly
described here;
____*___Membership: If the first two characters of the Merchandise field
________are "**", then this is a membership item.__The rest of the field
________should contain an integer number indicating the number of days the
________membership will be extended.__See the chapter, "Membership
________Management" for more details.
____*___POSey Hotel: If you are using the POSey Hotel Management system,
________the Merchandise Class field is used to indicate a merchandise class
________for this item for reporting to the guest folio.__See the chapter,
________"POSey Hotel Management" for more information.
____*___Prioritize Receipt: If you have the Register configured to
________prioritize receipts, the first two digits of the Merchandise Class
________field should indicate a priority level for this item.__Priority
________levels range from 1 to 99.__Items with lower priority levels will be
________moved to the top of the receipt, and to the top of kitchen tickets.
________See the section, "Configuration & Setup, Prioritize Receipt" for more
________details.
________IMPORTANT: The prioritize receipt option cannot be used if you are
________using Preset Condiment keys on the Register.
____*___Kitchen Screens: If you will be using POSey Kitchen Screens on the
________system, the 4th and 5th characters of the Merchandise Class field
________will indicate the color coding to use for this item when displayed
________on the kitchen screen.__The color codes are as follows;
____________00___Black______________08___Grey
____________01___Blue_______________09___Bright blue
____________02___Red________________10___Bright red
____________03___Magenta____________11___Bright Magenta
____________04___Green______________12___Bright green
____________05___Cyan_______________13___Bright cyan
____________06___Brown______________14___Bright yellow
____________07___White______________15___Bright white
If you will not be using any of the above-mentioned features, you may use
the Merchandise Class for any other purpose you like.
Commodity Group
This is an extra field that may be used for any purpose you desire to
describe special characteristics of the inventory item.__This field is not
used by any of the programs of the POSey system.
Location
You may use this field to describe a location for the inventory item.__For
example, you might enter A1-3 to indicate aisle 3, side 1, shelf 3.__This
field is optional, and is not used by the POSey system.
Function Code
This field will show the key function code for this item, and is not user
editable.__The function codes for inventory items will be;
____1____Items sold via a Preset key on the Register.
____11___All other inventory items.__This is the code for a PLU (price
_________look up) item which must be sold by means of a PLU key, by barcode
_________scanning, or as a condiment attached to an item.
Printer Number
This is the printer number that will be used by a redirectional remote
printer.__If this field is left blank, the system will assume number one.
The printer number is only used when you have one or more auxiliary printers
set up as type 12 redirectional kitchen printers.__See the section,
"Configuration & Setup, Auxiliary Printer" for more info.
Remote printers are used in the POSey system to print a list of the items
sold at a remote location.__Typically, a remote printer might be placed in
the kitchen of a restaurant, thus the term "kitchen printer" is often used.
The POSey system supports redirectional remote printers through a
redirectional printer controller/buffer box.__These devices are available in
4 port, 8 port, 10 port, and 20 port models.__The Printer Number field
specifies the port number to which output is to be sent for this inventory
item.__If the Printer Number is set to 0, then there will be no auxiliary
printer output for this item.
Valid printer numbers are in the range from 1 to 9.__The printer number
specified in the inventory record may be mapped to other printer ports using
the Remote Printer Configuration program.
On the redirectional controller box, some ports will be used as input ports
connected to the Register computers, and other ports will be used as output
ports connected to the remote printers.__It is very important to make sure
that the printer numbers specified in the inventory record (or those to
which they are mapped in Remote Printer Configuration) point to controller
ports which are printer output ports.__If you try to redirect output to an
input port on the controller box, the system will not work correctly.
NOTE: In order to use the redirectional remote printer capability, you must
have a security block with this feature enabled.__There is no additional
charge for this feature, however we require that you purchase pre-programmed
Baytech controller boxes from John Posey Corporation.__Only those boxes
purchased from JPC come correctly programmed to work with the POSey Register.
If you configure the system for type 12 redirectional remote printers without
having the redirectional feature programmed on the security block, all output
to the remote printers will simply go to the default auxiliary printer.__In
some cases, this is a desirable option, because it allows you to use the
different printer numbers on inventory items to print categorized groups on
the auxiliary printer ticket.
Condiment Flag
This field tells the Register if the item has condiments.__The type of
condiments referred to here are the pop-up scroll box condiments entered by
use of the Alt-C key from the Inventory Entry/Edit program.
The Condiment Flag field may have several settings, described below;
____'N' or blank____Indicates that a condiment list is not to be used for
____________________this item.__Note that a condiment list may EXIST for
____________________this item, but display of the condiment pop-up scroll box
____________________may be supressed by placing an 'N' in this field.
____1 to 9__________Causes the Register to force the clerk to select at least
____________________the specified number of condiments to be selected from the
____________________list.
____'A'_____________Causes the Register to automatically ring up all items
____________________from the condiment list into the sale.
Entering condiment lists using Alt-C, and controlling their display and
selection from the Register is covered in detail in the section, "Inventory,
Condiments".
Serialized Flag
This Yes/No field tells the Register whether this item contains serialized
inventory information.__If serial numbers have been entered for individual
units of this inventory item, the Inventory Entry/Edit program will
automatically mark this field as 'Y'.__See the section, "Inventory,
Serialized Inventory" for more details about setting up serialized inventory
items.
Scaled Item Flag
Set this field to 'Y' if this inventory item should be sold by weight,
instead of by item quantity.__If a scale is configured to work with the
system, the weight of the item will be read from the scale.__Otherwise, the
item weight may be entered manually at the Register.__The weight will then
by used as the item quantity, and multiplied by the correct price level,
which is assumed to be the per pound price.
If this field is left blank, or set to 'N', the item will be sold by item
quantity, and the prices entered in the inventory item fields must refer to
the sales price per unit.
The POSey system provides a Scale key which can be used to enter tare
weights for scaled items.__The key may also be used to toggle the setting of
the Scaled Item Flag, so that non-scaled items may be sold by weight or
scaled items may be sold by item quantity.
Item Count Flag
This Yes/No field tells the Register to count this item when it is sold.
The count for all items with this flag set will be added together to get a
total count for the transaction.__The total item count will be printed on
the receipt for certain receipt printer options.
Item Count Amount
This is the count that will be added to the item count when this item is
sold.__The default amount, if the field is left blank, is the quantity
entered at the Register when the item is rung into the sale.__This default
quantity may be overridden by putting a number in the Item Count Amount
field.__If a zero is entered, the Register will count the item as one, even
if the quantity entered at the Register was more than one.
Spare Field
The uncaptioned field after the Item Count Amount field on the entry screen
is a spare which is not currently used.__This field may be used by future
versions of POSey, therefore it should not be used.
Price Levels 2, 3, and 4
These are the unit sales prices for the item when price level 2, 3, or 4 is
specified by using a Price Level Shift key at the Register.__See the
section, "Register Key Programming, Price Level Shift Key" for more
information about selling items at different price levels.
Purchase Cost
If you plan to use the POSey Purchase Order system to create purchase
orders, enter the item Purchase Cost in this field.__The P.O. Entry program,
and the Automatic Purchase Order Generation program will both use the amount
in this field as the purchase price for items on purchase orders.
If this field is left blank, the Average Unit Cost is used as a purchase
price on purchase orders.
Searching the Inventory File
There are several different ways to search for the inventory records you
want.__You may recall specific records by Item Number, or you may scan
through the inventory file with the records sorted by Item Number,
Description, Vendor Item Number, or Merchandise Class.__The Inventory
Entry/Edit program allows lets you select from a range of items selected by
Merchandise Class or Vendor Item Number.
Recalling a Specific Record
The Inventory Item Number is the primary index into the inventory file,
therefore to recall a specific record just place the cursor in the Item
Number field, enter the desired number, and hit the ENTER key.__If the item
exists in inventory, the record will be displayed on the screen.__If the
item does not currently exist, the system will assume you want to enter a
new item.
Scanning Through Records in the File
You may scan through the inventory records by selecting the appropriate
index with the F5 key, and then using the following keys to recall records;
____Ctrl-Home_____Go to first record.
____Ctrl-End______Go to last record.
____Ctrl-Left_____Go to previous record.
____Ctrl-Right____Go to next record.
The order of records in the file will depend on the index you choose.__The
index is selected by using the F5 key.__This is a feature supported by most
of the POSey back-office data entry programs.__The following indexes are
provided for the inventory file;
____Item Number
____Item Description
____Vendor Item Number
____Merchandise Class
To select a starting point to begin scanning, clear the Inventory Entry/Edit
screen, and enter the desired value in the index field.__Then use the
movement keys described above.__Using one of the movement keys with the
cursor in an index field will automatically switch the file index to the
current field.
For example, if you want to find an item with the description "Hamburger",
enter the text "Ham" in the Item Description field, then hit the Ctrl-Right
arrow key.__The system will recall the first record with an Item Description
greater than "Ham".__If necessary keep hitting the Ctrl-Right key until the
proper record is displayed.
Recalling Records by Vendor Item Number or Merchandise Class
In addition to the search features described above (which are supported by
most of the POSey back-office data entry programs), the Inventory Entry/Edit
program also allows you to select from a list of records sorted by Vendor
Item Number or Merchandise Class.
Enter the first few characters of the Vendor Item Number or Merchandise
Class you want to find, and then hit the F7 or F8 key (F7 for Vendor Item
Number search, F8 for Merchandise Class search).__Al items with a Vendor
Item Number or Merchandise Class beginning with the specified characters
will be displayed in a pop-up window.__You may then use the Up/Down or
PageUp/PageDown keys to select the right item and recall it to the screen.
Note that a maximum of 400 items may be shown in the pop-up window.__If your
search recalls this many items, you should enter a longer description of the
items you want to see.
ASCII Text and Sort Order
Records in the file are sorted by the index field you have selected.__The
sort order depends on the ASCII value of the characters in the sort field.
You may want to consult a standard ASCII chart to determine the exact order
of particular characters.
Changing Stock Levels
The POSey system will automatically update the stock level of each inventory
item as you make sales at the Cash Register.__Item purchases will
automatically be added to the stock level if you use the POSey Purchase
Order system, including the Purchase Order Receive program.
If you elect not to use the Purchase Order system, item stock levels may be
updated manually when purchases are made, or when a physical inventory count
is taken.__To do this just recall the proper item with the Inventory
Entry/Edit program, move the cursor to the Quantity On Hand field, and
change the quantity to the desired figure.
Another way to modify the Quantity On Hand is to use the Fast Edit screen,
which is accessed with the F6 key.
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|+---------------------------| Inventory Program |------------------------------+|
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||______________________________________________________________________________||
||___Item Number: 01002_________________Description: ICED TEA___________________||
||______________________________________________________________________________||
||___Link Num+------------------------------------------------------+___________||
||-----------|||||||||||||| Inventory Fast Edit Module ||||||||||||||-----------||
|| Pack/Units|------------------------------------------------------|:______.99 ||
|| Qty. on ha|__Qty. on hand :_____0.00___Unit Cost ....:______.30__|._____0.00 ||
|| Tot. qty. |__Stock change :____________New stock cost:___________|___________||
||-----------|------------------------------------------------------|-----------||
|| Discount (|__Retail price :______.99___Profit margin :__69.70 %__|(Y/N) .. Y ||
|| Sale Price|__Sale price ..:______.99____________________69.70 %__|SI #1 .. Y ||
|| Subject to|__Price level 2:______.99____________________69.70 %__|SI #4 .. N ||
||-----------|__Price level 3:______.99____________________69.70 %__|-----------||
|| Vendor Acc|__Price level 4:______.99____________________69.70 %__|___________||
|| Curr. on O|------------------------------------------------------|.__________||
|| Last date |__Sale price ..: N____________________________________|m:__(Y/N)__||
|| Merch. Cla|__Margin ......: N__Percentage:_______====>___________|.__________||
|| Function C|__Subject SI #1: Y_____2: N_____3: N_____4: N_________|.__(YNA1-9)||
|| Serialized|------------------------------------------------------|:__________||
||-----------|__Printer # ...: 0____________________________________|-----------||
|| Price lev.+------------------------------------------------------+___________||
|+------------------------------------------------------------------------------+|
|______________Press F10 to save this information, or ESC to return______________|
+--------------------------------------------------------------------------------+
The Inventory Fast Edit window allows you to edit the most often changed fields
in the inventory record.__The top section of the window deals with the stock
level and the unit cost.__You may edit the Quantity On Hand or enter the
amount of inventory to be added or subtracted from inventory in the Stock
Change field.__If the amount to be added or subtracted is negative, the
system will subtract that amount from the Quantity On Hand field.
The next section of the window shows all the price levels for the item and
the profit margin at each price level.__Many of the inventory item flags may
also be edited from this screen.__When done editing at the Fast Edit window,
hit the F10 key to save the changes in the inventory record.
Purchase Promotions
The Purchase Cost field of each inventory record indicates the purchase
price for an item when creating a purchase order.__You may also indicate
an alternate purchase cost which is used within a specific date range.__This
feature would normally be used for advanced set up of a purchase promotion.
To use this feature, recall the desired inventory item, and then hit Alt-P.
A window will pop up asking you to enter the date range of the promotion, and
the promotion cost.__Hit F10 when you are done entering the information.__Or
hit the ESC key to cancel any changes you have made.
Inventory Item Shift Levels
Item number shift levels make it possible to sell variations of a particular
type of inventory item from the Register simply by hitting a Shift Level
key.__The shift level of the item is denoted by adding a period and two
digit number to the end of an Inventory Item Number.
As an example, you might have the following inventory items;
____1001________Medium Coke
____1001.01_____Small Coke
____1001.02_____Large Coke
When Item Number 1001 is sold at the Register either by hitting a Preset key
entering a PLU number, or scanning the item, it will ring up as "Medium
Coke".__However, if a Shift Level 1 key is hit before ringing the sale of
this item, the suffix, ".01" is added to the Item Number before doing the
inventory lookup, and the item sold is a "Small Coke".__See the section,
"Register Key Programming, Shift Level Key" for instructions on programming
a Shift Level key.
This same technique is also useful for selling items which have the same
barcode number, but is packaged in different quantities.__For example;
____120130______Pepsi 12oz Can
____120130.06___Pepsi 6-pack Cans
____120130.24___Pepsi Case Cans
Notice in this example that the actual shift level numbers do not need to
start at ".01", and do not need to be sequential.__In this case, we would
need to program a Shift Level 6 key to sell the six-pack, and program a
Shift Level 24 key to sell the case.
The POSey Inventory Entry/Edit program can help automate the process of
creating inventory item shift levels when you want the shift level to start
at ".01" and increment by one for each shift level.__Enter or recall the
main inventory record and then enter Alt-S.__The program will ask how many
shift levels you wish to create.__After entering the number, the program
will automatically create the new items one at a time and allow you to edit
and save them.
The Alt-S shortcut is useful when you will be entering a number of shift
levels for items that will have similar inventory record data.
It is important to recognize that Item Shift Levels are not the same as
Price Shift Levels.__Price Shift Levels are used to change the price of an
item between the different price levels.__Item Shift Levels are used to
reference completely different inventory records from the Register.
+--------------------------------------------------------------------------------+
|+---------------------------| Inventory Program |------------------------------+|
||______________________________________________________________________________||
||______________________________________________________________________________||
||___Item Number: 01002_________________Description: ICED TEA___________________||
||+----------------------------------------------------------------------------+||
|||___Recipe Item #______________Description____________Qty.__Unt.Cost Ext.Cost|||
|||----------------------+--------------------------+--------+--------+--------|||
||| 01010________________| Tea______________________|_____.15|____1.20|____.180|||
||| 01012________________| Sugar____________________|_____.50|____1.59|____.795|||
|||______________________|__________________________|________|________|___0.000|||
|||______________________|__________________________|________|________|________|||
|||______________________|__________________________|________|________|________|||
|||______________________|__________________________|________|________|________|||
|||______________________|__________________________|________|________|________|||
|||______________________|__________________________|________|________|________|||
|||______________________|__________________________|________|________|________|||
|||______________________|__________________________|________|________|________|||
|||______________________|__________________________|________|________|________|||
|||______________________|__________________________|________|________|________|||
|||______________________|__________________________|________|________|________|||
||+----------------------------------------------------------------------------|||
||_________________________________________________________Total Cost |____.975|||
|+____________________________________________________________________+--------++|
|___________________Up, Dn, F1-Item scan, F9-Delete, F10-Save____________________|
+--------------------------------------------------------------------------------+
Recipe Items
The POSey Inventory System lets you attach a list of recipe items to any
inventory item.__A Recipe Explosion process available from the Register
Report Inventory Menu then may be used to calculate the inventory usage of
items used in recipe lists of other items.__This allows you to keep a more
accurate inventory accounting of items that are used as ingredients for the
recipes.
Entering Recipe Items
To attach a list of recipe items to an inventory item, first recall the
inventory item to the screen.__Then hit the Alt-R key combination.__A window
will open which appears like the screen shown above.__You may now enter a
list of recipe ingredients for this item.
If a recipe already exists for this item, it will be displayed in the recipe
entry window.__Otherwise, you will see a blank entry screen.__You may add or
modify items by entering the recipe item number in the left column.__The
program will automatically provide the item's description.__If the item
cannot be found in inventory, an error message will be displayed.
For each recipe item, enter the quantity that will be used for this recipe.
Quantities may be fractional amounts.__For example, if sugar is purchased
and inventoried by the pound, but you only use 1/2 pound in the recipe,
enter 0.50 as the recipe quantity.
The program will allow you to enter quantities with up to four decimal
places (e.g. .0001), and the cost calculation for these small quantities
will be correct.__Keep in mind, however, that the Quantity on Hand field of
inventory items only has an accuracy of 2 decimal places.
The program will automatically calculate the cost of the recipe items, and
will display the total cost at the bottom of the recipe entry screen.__Note
that this cost is for reference purposes only, and WILL NOT replace the cost
entered in the inventory item's Unit Cost field.__In other words, the cost
reported on inventory reports will be the cost shown in the Unit Cost field
... not the total cost of the recipe ingredients.
Hitting the F1 key at the recipe entry window allows you to search for
inventory items by their item description.__Hit F1, enter the first few
letters of the description you want, and hit ENTER.__A list of items with a
description beginning with the specified letters will be displayed.__Then
use the Up, Down, PgUp, or PgDown key to select the desired item.
If you enter an item by mistake, or if recipe items need to be removed, use
the F9 key to delete the line item.__When the recipe item list is correct,
hit the F10 key to save the information.
Processing Recipe Items
In order for the recipe item inventory levels to be affected, you must run
the Recipe Explosion Report prior to running the Inventory Z report.__See
the section, "Register Reports, Inventory Reports" for more information.
+--------------------------------------------------------------------------------+
|+---------------------------| Inventory Program |------------------------------+|
||______________________________________________________________________________||
||______________________________________________________________________________||
||___Item Number: 02101_________________Description: Hamburger__________________||
||+----------------------------------------------------------------------------+||
|||__Condiment Item #____________Description___________Qty._____Price___PR# Opt|||
|||----------------------+--------------------------+---------+---------+------|||
||| 02040________________| Cheese___________________|_______1 |_____.25 | 1____|||
|||______________________| Pickles__________________|_______1 |_________| 1____|||
|||______________________| Mustard__________________|_______1 |_________| 1____|||
|||______________________| Ketchup__________________|_______1 |_________| 1____|||
|||______________________| Onion____________________|_______1 |_________| 1____|||
|||______________________|__________________________|_________|_________|______|||
|||______________________|__________________________|_________|_________|______|||
|||______________________|__________________________|_________|_________|______|||
|||______________________|__________________________|_________|_________|______|||
|||______________________|__________________________|_________|_________|______|||
|||______________________|__________________________|_________|_________|______|||
|||______________________|__________________________|_________|_________|______|||
|||______________________|__________________________|_________|_________|______|||
|||______________________|__________________________|_________|_________|______|||
||+----------------------------------------------------------------------------+||
|+------------------------------------------------------------------------------+|
|_____Up, Dn, F1-Item scan, F7-Insert, F8-Insert Blank, F9-Delete, F10-Save______|
+--------------------------------------------------------------------------------+
Condiments
A list of condiments may be programmed for any inventory item.__If the item has
a condiment list, when it is sold at the Register, a selection window will
allow the clerk to select items from the condiment list.__Each condiment
selected will be added to the sale, and will "attach" itself to the main
item.
Entering a Condiment List
To enter a list of condiments for an inventory item, hit the Alt-C key
combination.__A condiment entry window like the one shown above will be
displayed on the screen.__You may now enter whatever condiments you like for
this item.
Condiments may be inventory items with a Condiment Item Number, or they may
simply be descriptive memos.__If the condiment is an inventoried item, enter
the Item Number in the left column of the condiment entry screen.__If it is
a descriptive memo, just leave the Condiment Item Number field blank.
Every condiment in the list should have a description and a quantity.__If
you specify a price for a condiment, that price will be added to the sale if
the condiment is selected.
You may also specify a printer number for each condiment which will be used
to determine which remote printer in a system using redirectional remote
printers.__If you leave the printer number field blank, the condiment will
print on the same printer as the main item.__If you enter a valid printer
number, the condiment will print on the specified printer.__If a condiment
should not be printed on a remote printer, enter printer number zero.__See
the section, "Inventory, Printer Number" for more info about printer
numbers.
The field labeled "Opt" on the condiment entry screen is not currently used
by the POSey system.__It may be left blank.
The condiment entry screen allows you to do some re-arranging of the list to
make sure that condiments are in the proper display order.__Use F9 to delete
a line from the list.__You may insert or "paste" the previously deleted line
at a different line by moving the cursor to the desired line and hitting F7.
If you need to insert a blank line, use the F8 key.__This will allow you to
enter another condiment into the middle of the list.
Hitting the F1 key at the condiment entry window allows you to search
for inventory items by their item description.__Hit F1, enter the first few
letters of the description you want, and hit ENTER.__A list of items with a
description beginning with the specified letters will be displayed.__Then
use the Up, Down, PgUp, or PgDown key to select the desired item.
When the condiment list is correct, hit F-10 to save the information.
After entering or modifying the condiment list, be sure to check the state
of the Inventory Condiment Flag field and set it properly.__'Y' indicates
that a condiment list should be displayed for this item when the main item
is sold at the Register.__A number in this field indicates that this number
of condiments must be selected when the item is sold, and an 'A' tells the
Register to automatically select all condiments in the list.__See the
section, "Inventory, Condiment Flag" for more info about this field value.
Condiment Header Entry
This program, which is available on the Inventory Menu, allows you to
specify some additional information about how the Register handles
scroll-box type condiments.
To use this additional feature, enter the item number of the item whose
condiments you want to change.__The program will display the condiment
description if the item is found in the inventory file.__You may now enter
the minimum and maximum number of condiments the clerk may select from this
condiment list.
If a minimum number is entered, the clerk will be forced to select at least
this number of condiments.__If a maximum number is entered, the clerk will
not be allowed to select more than that number.
If you would like the Register to automatically accept the condiment
selection as soon as the minimum number are chosen, set the Auto Accept flag
to "Y".
Inventory Linking
Each inventory item may be linked to a sub-department for sales reporting.
This is done by entering the sub-department number in the Link Number field
of the inventory record.__In order to link properly to a sub-department, the
sub-department must be created using the Key Programming program.__See the
section, "Sub-Departments, Creating Sub-Departments" for more info.
When linking an item to a sub-department, not only must a valid
sub-department number be entered in the Link Number field ... the Link Flag
field must be set to 'Y'.__This flag enables the link operation to occur
during Register operation, and when running the Register reports.
An entire chapter of this POSey manual is devoted to the subject of using
sub-department to report sales.__Please refer to that chapter for detailed
information about how to set up and use sales sub-departments.
Inventory Process
An Inventory Process program is provided to help automate some of the
operations which commonly need to be performed on the inventory file.__The
program allows you to select a range of inventory items that will be
affected.__The operations you may select are listed below.
____*___Initialize current on-hand amount: Use this option to clear the
________Quantity-On-Hand field to zero.
____*___Set sale flag to 'Y' or 'N': This option will automatically set the
________Sale Flag field for a range of items to Yes or No.__This makes it
________easy to change the "sale" status of certain items.
____*___Change price by merchandise class: You may specify a range of item
________numbers to affect, and the Merchandise Class of the items you wish
________to change.__The program will then step you through all items with
________this Merchandise Class, and let you change any of the 5 price levels
________and the average unit cost associated with the items.
____*___Change remote printer number: Use this option to set the remote
________printer number for a range of inventory items.
____*___Set link flag to 'Y' or 'N': This option will automatically set the
________Link Flag field for a range of items to Yes or No.__This is a fast
________way to enable or disable sales sub-department reporting for a range
________of items.
____*___Set S.I. flag field: May be used to automatically set the S.I. flag
________fields of a range of items to the specified values.
____*___Set physical item flag: The Physical Item flag must be set in order
________for the POSey Purchase Order system to re-order items.__This option
________allows you to set this flag for a range of items.
After you have selected the processing category, you will be asked to select
a range of inventory items to affect.__You may select to process all items,
or you may select a range by Item Number, Item Description, or Link Number.
Under the proper circumstances the Inventory Process program can be a real
time saver.__But since it affects an entire range of inventory records, its
use can also be dangerous if not used properly.__If there is any doubt about
which records will be affected by a particular command or range selection,
be sure to back up your files before proceeding.
Inventory Import
An inventory import feature is provided by the Inventory Entry/Edit program
to allow automatic entry of inventory record data from an ASCII import file.
This feature is particularly useful for the setup and maintenance of large
inventories where the vendor(s) provide inventory updates on disk media.
Activating the Inventory Import Process
Inventory Import is activated by hitting Alt-I from the Inventory Entry/Edit
screen.__The screen must should be blanked first by hitting the F3 function
key.__The import routine will ask for the name of the import data file.
The Import Data File
In order to use the Inventory Import feature, you must have an ASCII text
import file with inventory data, and you must know the structure and layout
of this file.__Each line in this import file must contain data for updating
or adding one record in the POSey inventory file.__Each line should be
separated from the other lines in the file by a CR/LF.
The IMPORT.CTL Import Control File
In addition to the import data file, you must create (or modify the sample
included with POSey) a file named IMPORT.CTL.__This file specifies how
import data is to be read when using the import feature of the Inventory
Entry/Edit program.__Inventory records may be updated from the import file,
or new records may be added.
Each of the 45 inventory file fields must be defined in this import control
file.__The field must refer to a start offset and length in a line of the
ascii import data file, or it must specify a default value to use for the
field.
The import data file must provide data for fields using a fixed position
ascii format; one line per inventory record.__The first number after the
field number (see example below) specifies the offset from the beginning of
the line (the first character is offset 1).__The next number specifies the
fixed length for this field in the import file.__The specified length may be
greater than the inventory field length, but it will be truncated.
All lines in the IMPORT.CTL file are ignored except those beginning with
"FIELD".__Any characters to the right of "'***' are also ignored.
A default value of "" (nullstring) will result in a blank field.__The only
exception is fields 19, 43, 44, and 45 (price levels) which will be set to
the same value as the retail price (field 8), unless another value is
specifically specified.
If a line containing a default value is followed by an "A", then the default
value will only be used if a new record is added ... if a record for this
item already exists, and is simply being updated, the field value from the
original record will be used instead.
If a non-default line specifying a price field (fields 7, 8, 19, 43, 44, 45)
is followed by a "D", then the imported data is assumed to have an 'implied'
decimal point.__In other words the integer import data for the price will be
divided by 100 before it is written to the record.
If a non-default line specifying the unit cost field (field 7) is followed by
a 'C', then the specified cost is assumed to be a case cost, and is divided
by the case quantity to derive the unit cost.__The unit cost will be calculated
to 5 decimal places.
IMPORTANT NOTE: The following field import specs are just an example of how
the inventory import can be done.__You must edit these field specifications
to define the data layout of your ASCII import data file.
Example IMPORT.CTL file
As an example, suppose that your vendor can provide inventory update data
to you on disk media.__The vendor is "ABC Company", and you have assigned
vendor number "123" to them using the POSey Vendor Entry program.
The ASCII text file provided by ABC Company contains one line of data for
each inventory record update.__The inventory data includes the barcode
number, the item description, the vendor's item number, the unit cost, the
retail price, and a Y/N character indicating if the item is taxable.__A few
lines from the ASCII import data file might look something like this;
____0000000490440Coke 20 oz._________1001___________0.58______0.89Y
____0000000120130Pepsi 12 oz. can____1131___________0.27______0.69Y
____0000012405601Cough drops_________89012__________0.77______1.19N
The IMPORT.CTL file which must be created in order to import this inventory
data might look something like this;
____FIELD__1,__1, 13________________________'*** Item number (barcode #)
____FIELD__2, 14, 20________________________'*** Description
____FIELD__3, "", A_________________________'*** Link number
____FIELD__4, 34, 9_________________________'*** Vendor item number
____FIELD__5, "", A_________________________'*** Pack description
____FIELD__6, "", A_________________________'*** Units per pack
____FIELD__7, 43, 10________________________'*** Unit cost
____FIELD__8, 53, 10________________________'*** Retail price
____FIELD__9, "", A_________________________'*** Quantity on hand
____FIELD 10, "", A_________________________'*** Reorder level
____FIELD 11, "", A_________________________'*** Current inventory value
____FIELD 12, "", A_________________________'*** Quantity sold
____FIELD 13, "", A_________________________'*** Value sold
____FIELD 14, "", A_________________________'*** Discount
____FIELD 15, "N", A________________________'*** Margin
____FIELD 16, "___0", A_____________________'*** Margin percent
____FIELD 17, "N", A________________________'*** Link flag
____FIELD 18, "N", A________________________'*** Sale flag
____FIELD 19, "", A_________________________'*** Sale price
____FIELD 20, 63, 1_________________________'*** Subject to SI#1
____FIELD 21, "N", A________________________'*** Subject to SI#2
____FIELD 22, "N", A________________________'*** Subject to SI#3
____FIELD 23, "N", A________________________'*** Subject to SI#4
____FIELD 24, "123", A______________________'*** Vendor account number
____FIELD 25, "ABC Company", A______________'*** Vendor name
____FIELD 26, "", A_________________________'*** Current on order
____FIELD 27, "", A_________________________'*** Last P.O. Date
____FIELD 28, "", A_________________________'*** Due date
____FIELD 29, "", A_________________________'*** Last received date
____FIELD 30, "", A_________________________'*** Menu item
____FIELD 31, "", A_________________________'*** Access by SKU
____FIELD 32, "", A_________________________'*** Merchandise class
____FIELD 33, "", A_________________________'*** Commodity group
____FIELD 34, "", A_________________________'*** Location
____FIELD 35, "", A_________________________'*** Function code
____FIELD 36, "1", A________________________'*** Remote printer number
____FIELD 37, "", A_________________________'*** Condiments
____FIELD 38, "", A_________________________'*** Serialized
____FIELD 39, "", A_________________________'*** Scaled item
____FIELD 40, "", A_________________________'*** Item count
____FIELD 41, "", A_________________________'*** Item count
____FIELD 42, "", A_________________________'*** Item count
____FIELD 43, "", A_________________________'*** Price level 2
____FIELD 44, "", A_________________________'*** Price level 3
____FIELD 45, "", A_________________________'*** Price level 4
Finding Newly Imported Records in the File
When new records are imported to the inventory file, it is often helpful to
be able to scan through the new records so that additional information may
be entered from the keyboard.__If you define field 32 with a default value
of "" (nullstring), the import routine will initialize this field so that
all new records may be found easily.
After the import is done, use function key F5 to change the search index to
"Merchandise Class".__Now hit the CTL-HOME key to find the first new record.
Use the CTL-RIGHT key to find the next new item.__Continue until all new
items have been found.
+--------------------------------------------------------------------------------+
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
||||||||||+-------------------| 86 Item Entry/Edit |------------------+|||||||||||
|||||||||||___________________________________________________________||||||||||||
|||||||||||___________________________________________________________||||||||||||
|||||||||||_____________Item Number:__________________________________||||||||||||
|||||||||||___________________________________________________________||||||||||||
|||||||||||___________________________________________________________||||||||||||
|||||||||||___________________________________________________________||||||||||||
|||||||||||___________________________________________________________||||||||||||
|||||||||||____________________Date:__________________________________||||||||||||
|||||||||||___________________________________________________________||||||||||||
|||||||||||____________________Time:__________________________________||||||||||||
|||||||||||___________________________________________________________||||||||||||
|||||||||||_________________Clerk #:__________________________________||||||||||||
|||||||||||___________________________________________________________||||||||||||
|||||||||||______________Clerk Name:__________________________________||||||||||||
|||||||||||___________________________________________________________||||||||||||
||||||||||+-----------------------------------------------------------+|||||||||||
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| F1úScn Hlp F2úFld Hlp F3úClr Scn F4úClr Fld F5úIndex1 F7úPurge F9úDel F10úSave |
+--------------------------------------------------------------------------------+
Manual 86 Item Entry
The POSey Cash Register provides an 86 Item key which may be used to mark
certain items as temporarily out of stock, or not available.__This feature
is commonly used in restaurants where a particular food item is depleted
during the course of a day.
The status of items marked as unavailable with the 86 Item key will
automatically be restored to "available" when the System 'Z' report is run.
The Manual 86 Item Entry program can be used to view all items that have
been 86'ed at the Register.__The screen display shows the date and time the
item was marked unavailable, along with the name and number of the clerk who
marked it.
The program may also be used to make any or all items available again.__To
restore the availability status of an item, simply delete the appropriate
record from the file using the F9 key.__Or, if you want to restore all
items, use the F7 key to purge the entire file.
+--------------------------------------------------------------------------------+
|+-------------------------| POSey Barcode Generation |-------------------------+|
||______________________________________________________________________________||
||__Format Number :___1___Primary Format________________________________________||
||__Printer Type__:___1___Epson compatible______________________________________||
||__Printer Port__:___1___Parallel Port One: LPT1_______________________________||
||______________________________________________________________________________||
||__Barcode Format :__6___Code 3 of 9___________________________________________||
||__Barcode Height :__2_________________________________________________________||
||__Barcode Width__:__1___Narrow (High Density)_________________________________||
||__Number Across__:__3_________________________________________________________||
||______________________________________________________________________________||
||__Left Indent____:__0___Label Width__: 25___Number of Print Passes :__2_______||
||__Top Page Offset:__0___Label Height :__0___Labels/Page (Laser)____:__1_______||
||______________________________________________________________________________||
||______________________________________________________________________________||
||______________________________________________________________________________||
||______________________________________________________________________________||
||______________________________________________________________________________||
||______________________________________________________________________________||
||______________________________________________________________________________||
||______________________________________________________________________________||
||______________________________________________________________________________||
||______________________________________________________________________________||
|+------------------------------------------------------------------------------+|
|______F1úScn Hlp F3úClr Scn F4úClr Fld F5úPrint F6úSelect F9úDel F10úSave_______|
+--------------------------------------------------------------------------------+
Barcode Generation
This program gives you the ability to print your own barcode labels using an
Epson-compatible, HP LaserJet compatible, IBM ProPrinter, or Barcode Blazer
printer.__You may use a variety of different label formats and sizes.
Before attempting to print barcode labels, the proper printing parameters must
be specified.__More than one setup may be saved if you have more than one
printer used to print labels, or if you use several different sizes of
barcode labels.
Format Number
Enter a number to be used as a format reference number.__By default, the
program will use format 1 for the first format specification.__The number
you enter may be up to 3 digits long, and will be used to retrieve a
particular barcode format that you create.__Note that format 1 cannot be
deleted from the system.
Each barcode format includes the setup information seen on the entry screen,
as well as a ASCII format specification file which tells the barcode program
what information to print on the labels.__The name of the format
specification file is;
____BARCODE.nnn
____where "nnn" is the barcode format number.
Printer Type
This field specifies the printer type that will be used to print the barcode
labels for this format.__You may hit F6 to pop open a window with a list
of the printer types currently supported;
____1___Epson compatible printer
____2___IBM Proprinter
____3___Hewlett Packard LaserJet or compatible @ 150 dots/inch
____4___Hewlett Packard LaserJet or compatible @ 300 dots/inch
____5___Blazer barcode printer
Printer Port
Select the port the barcode printer is using.__This may be either parallel
port LPT1 or LPT2 or serial port COM1 or COM2.
Barcode Format
You must select the barcode type to use when printing the barcode labels.
Choose from any of the following types;
____1____UPC Type A
____2____UPC Type E
____3____EAN Type 13
____4____EAN Type 8
____5____Code 3 of 9
____6____Extended Code 3 of
____7____Interleaved 2 of 5
____8____Code 128
____9____Codabar
____10___MSI Plessy
____11___Code 93
____12___Extended Code 93
____13___No Barcode
You may select the barcode type from a list by hitting the F6 key.
Barcode Height
Enter the height of the barcode portion of the label.__For Epson compatible,
or IBM Proprinter printers, enter the barcode height in number of print
lines (6 per inch).__For HP LaserJet compatible printers, enter the barcode
height in tenth's of an inch.
Barcode Width
You may select which print density to use when printing the barcode labels.
This causes the barcode width to change.__Choices for barcode width are;
____1____Narrow (high density)
____2____Normal (medium density)
____3____Wide___(low density)
Number Across
Enter the number of labels across for this barcode format.__If you are using
the Blazer barcode printer, there will only be one label across.__However,
on the other printer types, you may select to print multiple labels per
line.
Left Indent
Enter the indent amount from the left side of the print area.__The indent is
measured in character spaces.
Label Width
Enter the barcode label width you want to use.__The width should be
specified as the number of character spaces of width.
Number of Print Passes
This option is only used for dot-matrix printers (Epson and IBM Proprinter).
It tells the program how many time to overstrike the label.__Normally, the
value would be set to 1, however when the print ribbon begins to get well
used, you may increase the number of print passes to make the labels darker.
Top Page Offset
Enter the offset from the top of the page when beginning to print.__For the
Epson and IBM Proprinter, enter the page offset in lines.__For LaserJet
printers, enter the amount in 1/48 inch increments.
Label Height
Enter the height of each label.__The program will adjust this amount when
printing, if necessary, so that the label height is at least as much as the
barcode height.__The label height should be specified as a number of text
lines when using the Epson or IBM Proprinter.__Label height for LaserJet
printers is specified in 1/48's of an inch.
Labels Per Page
When using a sheet fed printer like the HP LaserJet, you should specify the
total number of labels per page, so the printer will know when to eject the
page.__For example, if you are printing labels 3 across, with 10 rows per
page, you should enter "30" as the number of labels per page.
Editing the Barcode Specification File
When you are done setting up the parameters for barcode printing, hit the
F10 key to save the information.__You will be asked if you want to edit the
barcode file.__This is an ASCII text file that describes the information you
want printed on each barcode label.__The barcode specification files are
located in the \POSEY\FILES directory.
If you select 'Y' to edit the file, the Barcode Generation program executes
the MS-DOS EDIT program, and automatically displays the current barcode
specification file for you to view or change.__If you get an error message
after selecting to edit the file, it probably means that the EDIT.EXE
program is not available via the MS-DOS PATH command.
The default barcode specification file is named BARCODE.001.__For Epson
compatible and IBM Proprinters, the default commands are;
____%BARCODE%
____%DESC(1,13)%
____Price %PRICE(7,2)%
This default specification tells the program to print the item barcode on
the first line of the label, followed by the first 13 characters of the item
description on the next line, and the item price on the third line.
For HP LaserJet printer types, the default barcode specification command
lines are;
____%BARCODE%
____%LINE%
____%DESC(1,13)%
____Price %PRICE(7,2)%
For the Blazer barcode printer, the default entries are;
____! 0 110 50 %NUMLABELS%
____STRING 8X8 40 0 %DESC%
____STRING 8X8 40 10 Price %PRICE(7,2)%
____BARCODE %BARTYPE% 40 37 18 %BARCODE%
____END
This default specification tells the program to print the item barcode on
the first line of the label, followed by the first 13 characters of the item
description on the next line, and the item price on the third line.
This format for the barcode label may be changed to include different
information arranged in a variety of ways.__You may also include commands in
the barcode specification file which send control codes to the printer, if
necessary.__The commands that you may use in the file are indicated by
a name enclosed in percent signs.__For example, %BARCODE% means that
the program should print the barcode design.__All text not enclosed in
percent signs is printed on the label as literal text.
The valid barcode description commands are listed below;
____%BARCODE(n, m)%_________Print the barcode design for the specified item
____________________________number beginning with digit 'n' of the item number,
____________________________and including 'm' characters.__For example,
____________________________%BARCODE(2,10)% specifies to print the barcode
____________________________design for the item using 10 digits of the item
____________________________number beginning at the 2nd digit. If the "(n, m)"
____________________________portion of the command are omitted (for example,
____________________________%BARCODE%), then the entire item number is used
____________________________for the barcode.
____%DESC(n, m)%____________Print the item description beginning with position
____________________________'n' and including 'm' characters.__The arguments
____________________________enclosed in parentheses may be omitted if the entire
____________________________item description should be printed.
____%BARTYPE%_______________Print an identifier for the barcode type specifier.
____________________________This command is required by the Blazer barcode
____________________________printer.
____%NUMLABELS%_____________Print the number of labels to print.__This command
____________________________is required by the Blazer barcode printer.
____%PRICE(n, m)%___________Print the price of the item.__'n' specifies the
____________________________total length of the price field, and 'm' specifies
____________________________the number of digits to the right of the decimal
____________________________point.__If the arguments are omitted, the price
____________________________will be printed as a 7 character field with 2
____________________________decimal places.
____%LINE(n)%_______________Move downward n/48 inches on the label.__This
____________________________command may only be used with the HP Laserjet
____________________________printer.
____%CMD(n)%________________Send the specified escape sequence to the printer.
____________________________For example, %CMD(64)% would send the codes 27, 64
____________________________to the printer ... or in hexadecimal notation, the
____________________________codes 1B, 40.
____%VITEM#%________________Print the Vendor Item Number for the item to the
____________________________printer.
____%PACK%__________________Print the Pack description to the printer.
____%UNIT%__________________Print the Units Per Pack to the printer.
____%FLD(n)%________________Print the specified inventory record field to the
____________________________printer.__For example, %FLD(32)% would cause the
____________________________Merchandise Class field of the item to be printed.
Printing the Barcode Labels
Once the barcode parameters have been entered and saved, and the barcode
specification file is setup correctly, you may print the labels.
Hit the F5 key.__You may select to print a label for one specific inventory
item, or you may select to print labels for a range of item numbers.__In
either case, you may print single or multiple labels for each item.
+--------------------------------------------------------------------------------+
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
||||||||||+---------------| Inventory Physical Count |----------------+|||||||||||
|||||||||||___________________________________________________________||||||||||||
|||||||||||___________________________________________________________||||||||||||
|||||||||||_____Inventory Number:_____________________________________||||||||||||
|||||||||||__________Description:_____________________________________||||||||||||
|||||||||||___________________________________________________________||||||||||||
|||||||||||__________Current Qty. on Hand:____________________________||||||||||||
|||||||||||_________Physical Qty. on Hand:____________________________||||||||||||
|||||||||||__________________________________--------_________________||||||||||||
|||||||||||______Variance of Qty. on Hand:____________________________||||||||||||
|||||||||||___________________________________________________________||||||||||||
|||||||||||_____Cost of Variant Inventory:____________________________||||||||||||
|||||||||||___________________________________________________________||||||||||||
|||||||||||___________________________________________________________||||||||||||
||||||||||+-----------------------------------------------------------+|||||||||||
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|F1úUpdate F2úPurge F3úClear F5úIndex F6úImport F7úScan F8úPrint F9úDel F10úSave |
+--------------------------------------------------------------------------------+
Inventory Variance Report
Overview
This program is used to collect and save data during a physical inventory of
your stock on hand.__It can also be used to record item purchases.__The data
entry process may be done manually, with or without a barcode scanner.__Data
collection may also be done with a remote barcode reader/data collector,
such as the Metrologic ScanPal, or Percon PT-2000.
Once the physical inventory count has been entered, you may print a report
showing the quantities on hand, and the variance from the theoretical value
kept in the inventory record for each item.__Finally, the Quantity On Hand
field in the inventory records may be updated using the physical count.
Entering the Physical Inventory Count
The first, and most tedious, part of checking the physical inventory is
counting the items in stock and recording the numbers.__Before starting, you
will probably want to purge the existing data from the last physical
inventory.__Do this by hitting the F2 key.
The entry of physical count data can be done several ways with this program.
____*___Manual entry: Count each item and then enter the item number in the
________Inventory Number field.__When you hit ENTER, if the item is found
________the item description and current quantity on hand will be displayed.
________If the item is not already in the inventory file, the cursor will
________not move from the Inventory Number field.__To enter a new item into
________inventory, use the Inventory Entry/Edit program.
________Once the Item Number has been entered, and the inventory record
________retrieved, enter the Physical Quantity on Hand.__Be sure to hit
________the F10 key to save the information.
________Repeat this process for each item which is counted.
____*___If you have a serial barcode scanner attached to the system, hit the
________F7 key to place the program in "scan" mode.__Now you can scan the
________barcode of the item instead of manually entering it.
________Once the Item Number has been entered, and the inventory record
________retrieved, enter the Physical Quantity on Hand.__Be sure to hit
________the F10 key to save the information.
________Repeat this process for each item which is counted.
____*___If you have a data collector such as the Metrologic ScanPal, or
________Percon PT-2000, you may use it for data entry.__The device must
________first be configured using the Register Configuration program.__See
________the section, "Configuration & Setup, Barcode Info".__You must also
________be sure the data collector is programmed to send the Item Number and
________count.__The item number and count should be separated by a comma.
________Each item/count record is separated by a CR/LF.
________Use the collector to record the physical count data.__This is done
________while the collector is detached from the computer.__First scan the
________barcode of the item, or enter the item number on the keypad.__Then
________enter the item count.__Repeat this process until you are done, or
________until the memory in the collector is full.
________Now connect the data collector to the computer's serial port.__Use
________the F6 key to begin importing data from the data collector.
Viewing the Physical Count Data
Once the physical inventory count is done and entered into the system, you
may browse through the file using any of the usual record retrieval keys.
Use Ctrl-Home to go to the beginning of the file, Ctrl-End to go to the end
of the file, or Ctrl-Left and Ctrl-Right to scan records one at a time.
The sort index of the file may be changed by hitting the F5 key.__You may
select to view records in order by Item Number, or by Description.
Inventory Variance Report
To print the Inventory Variance Report, hit the F8 key.__You have your
choice of sending the output to the printer, screen, or a disk file.__If you
select to print the report, you may choose between the LPT1 or LPT2 device.
The report may be printed for a range of inventory items, for all inventory
items, or only those items for which a count has been recorded using this
program.
The Inventory Variance Report lists the Item Number and Description of each
item, along with the theoretical quantity and value, the physical count
quantity and value, and the variance between the two counts.
Updating Inventory Records
Once the count is done, and the Inventory Variance Report is printed, you
may have use this program to automatically update the inventory file with
the physical count data.__Do this by hitting the F1 key.
Since this is an operation which may affect the entire inventory file, you
will be prompted to make sure you want to continue.
There are two options for updating the inventory records;
____1___Replace the inventory Quantity On Hand with the actual physical
________count.__This option would be chosen if you are using this program
________to do a physical inventory count.
____2___Add the physical count quantity to the inventory Quantity On Hand.
________This option is useful if you are using this program to record item
________purchases.
+--------------------------------------------------------------------------------+
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
||||||||+------------------| Inventory Usage Report |-------------------+|||||||||
|||||||||_______________________________________________________________||||||||||
|||||||||____________Inventory Item #:__________________________________||||||||||
|||||||||_________________Description:__________________________________||||||||||
|||||||||_______________________________________________________________||||||||||
|||||||||---------------------------------------------------------------||||||||||
|||||||||_______________________________________________________________||||||||||
|||||||||______________________Previous Quantity on Hand:_______________||||||||||
|||||||||_______________________Current Quantity on Hand:_______________||||||||||
|||||||||_______________________________________________________________||||||||||
|||||||||___________________________________System Usage:_______________||||||||||
|||||||||___________________________Calculated Purchases:_______________||||||||||
|||||||||_______________________________________________________________||||||||||
|||||||||_____________Quantity on Hand by Physical Count:_______________||||||||||
|||||||||___________________________________Actual Usage:_______________||||||||||
|||||||||_______________________________________________________________||||||||||
|||||||||___Variance Between Calculated and Actual Usage:_______________||||||||||
|||||||||_______________________________Percent Variance:_________%_____||||||||||
|||||||||_______________________________________________________________||||||||||
||||||||+---------------------------------------------------------------+|||||||||
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|__F1úHelp__Alt-CúCount__Alt-UúUpdate__F7úGet All__F8úReport__F9úDel__F10úSave___|
+--------------------------------------------------------------------------------+
Inventory Usage Report
________
Overview
This program allows you to track the usage of inventory items, and compare
the theoretical usage calculated by the inventory system against the actual
inventory level, as determined by a physical count.
Entering Items to Track
________
The entry screen of the Usage Report allows you to enter items for which you
wish to track the usage. Items entered here are saved in a "Usage Tracking
File" which keeps track of the previous quantity on hand and the physical
count for each item.
An inventory read/update level password is required to enter items to be
tracked. When you enter an inventory item number, the program checks to make
sure this is a valid entry, and then provides the item description
automatically, along with the current quantity on hand.
The cursor will then move to the "Quantity by Physical Count" field. You may
enter the actual count now, or save the item without the count. These are
the only two fields you are allowed to edit ... all others are calculated or
provided by the program. When you are done entering an item, hit F10 to
save.
Continue entering inventory items for which you want to track usage. Items
may be added to, or deleted from, the usage tracking file at any time. Only
items included in this file will be shown on the Inventory Usage Report.
If you want to track all inventory items, use the F7 key to automatically
create a usage tracking record for every item. Or if you plan to track most
of the inventory items, it may be easier to create records for all of them
using the F7 key, and then delete the items you do not want to track (using
the F9 key).
Keep in mind that in order to report valid results this Inventory Usage
Report requires a physical inventory count, and must be run prior to each
Inventory Z Report. Therefore you may want to limit the number of items to
be tracked.
Inventory Usage File Maintenance
________
Whenever you add new items to your inventory, be sure to add the new items
to the usage tracking file if you intend to track their usage.
When an item is deleted from the inventory, it will be removed from the
usage tracking file automatically when this program notices that the
inventory item no longer exists during printing of the Inventory Usage
Report. If the item is added back into the inventory at a later time, it
must then be re-entered into the usage tracking file.
Entering the Physical Count
If you have a read/update level password, a physical count may be entered
for any item at any time using the item entry screen. However, when a count
of all the items is to be done, it will be more convenient to use the
physical count entry routine. If a person has only a read level password, he
MUST use the physical count entry routine to enter the physical count.
To begin the physical count process, hit Alt-C. You may choose to print a
physical count form, or to enter the item quantities.
The physical count form provides a convenient list which can be used to
manually record the item quantities while on site. Then the form may be used
as a guide while entering the quantities using this program.
If you select to enter the physical count, the program will prompt you for
item quantities one after another until you are done (or hit ESC to abort).
The items will be presented in the same order as listed on the physical
count form (by Inventory Item number).
If a physical count has already been entered for an item (since the last
time the Alt-U Inventory Level Update was run) the existing count will be
shown as a default during the entry process. To accept this default value
simply hit RETURN when prompted for the quantity.
If you make a mistake during entry, someone with read/update level password
access will have to make a correction using the item entry screen. Or, you
can step through the physical count routine again.
Password Protection
If an inventory read-only level password is used when starting the program,
the user will be taken directly to the physical count entry routine.__Use of
the item entry screen will be prohibited. The current item quantity on hand
is not displayed during this routine. This password protection feature is
provided to prevent guessing or "fudging" when entering the count.
An inventory read/update level password will allow full use of the program,
including the ability to add/delete items, do physical count corrections,
print the Inventory Usage Report, and update the inventory files with the
physical count figures.
Inventory Usage Report
Hit F8 to print the Inventory Usage Report. This report will show each item
in the Usage Tracking file, and show inventory level and usage information.
You may select to sort the report by Inventory Item Number, or in order
according to the usage variance percentage. Choosing the second option will
cause items with the greatest variance to be printed at the bottom of the
report ... these are the items with the largest discrepancy between the
calculated and physical count.
Field Definitions
Previous Quantity
This is the quantity on hand at the time when the Inventory Level Update was
last performed.
Current Quantity
The present quantity on hand as shown in the inventory record. This figure
is maintained by the POSey system as items are purchased or sold.
System Usage
The number of items that were sold, as calculated by the system based on
register sales. If you have previously run the Menu Explosion routine (one
of the Register Inventory report options), the SYSTEM USAGE will include
menu items that have been sold.
Calculated Purchases
This is a calculated field showing the number of items added to inventory
since the last report. It is calculated as follows;
____Calculated Purchases = Current Quantity - Previous Quantity + System Usage
Physical Count
This field holds the actual physical count of inventory items as entered by
the user. If no physical count has been entered, this field will be blank.
Actual Usage
A calculated field based on the following formula;
____ACTUAL USAGE = PREVIOUS QUANTITY - CURRENT QUANTITY + CALCULATED PURCHASES
Variance Quantity
The difference between ACTUAL USAGE and SYSTEM USAGE. If this figure is a
positive quantity, it indicates that a physical count shows greater usage
than the system does.
Variance Percent
A comparison of the variance quantity to the actual usage, calculated as
follows;
_______________________VARIANCE QUANTITY
____VARIANCE PERCENT = -----------------
_________________________ACTUAL USAGE
Inventory Physical Count Update
After the physical count has been taken, and the Inventory Usage Report has
been printed, you should check the report figures to make sure they have
been entered accurately.
Then, in preparation for the next usage report, you should do the Inventory
Level Update by hitting Alt-U. This routine performs the following
functions;
____* The "Previous Balance" field in the Inventory Usage record is updated.
____* The "Quantity on Hand" field in the Inventory File record is updated.
____* The "Quantity on Hand by Physical Count" field will be cleared.
____Option 1:___Option 1 of this update routine causes the Previous Balance and
________________Inventory Quantity on Hand to be set to the Physical Count.
________________This would be the normal update procedure after a physical
________________count and printing the report.
____Option 2:___Option 2 will update the Previous Balance field with the
________________Current Quantity.__Use this option if you do not want to
________________perform a physical count this time, but want to continue
________________tracking items in the future. This option may also be used
________________when first setting up the Usage Tracking file, to initialize
________________the previous balance to the current balance.
Note that Option number 1 of this routine updates the quantity on hand in
your inventory files.__Be sure your physical count has been done, and check
it for accuracy before continuing.
IMPORTANT: The complete physical count process (doing the count, entering
the figures, printing the report, and updating inventory with the new count)
should be done during a time when there is no inventory level activity on
the system.__Any inventory level changes which occur during this process
will cause the "Quantity on Hand" field to be posted with an amount which is
incorrect. Actions which affect inventory level would include ringing sales
on the cash register, and processing purchase orders.
Important Usage Note
To obtain valid usage figures, a physical inventory count must be
done, the Inventory Usage Report should be printed, and the Inventory levels
should be updated, during your regular 'Z' Report cycle. Use the following
sequence;
____*___Run Inventory Recipe Explosion if you are using the recipe feature.
____*___Run this program, and perform the following steps;
____________A. Print the inventory physical count form (Alt-C).
____________B. Enter the physical count (Alt-C).
____________C. Print the Inventory Usage Report (F8).
____________D. Update inventory levels (Alt-U).
____*___Do the Inventory 'Z' Report.
Inventory List Report
The Inventory List Report provides a number different options for listing
inventory item data.__The report may be output to the screen, a disk file,
or to a printer attached to LPT1 or LPT2.__The printer used must be capable
of printing a 132 column line.__An 80 column printer may be used if the
printer supports a compressed 132 column mode.
The following options are available for the report;
____*___Select by Item Number.__You must specify the start and end Item
________Numbers to print.
____*___Select by Vendor Item Number.__You must specify the start and end
________numbers for the Vendor Item Number.
____*___Select by Link Number.__You must specify the start and end Link
________Numbers to print.
____*___Select by Item Description.__You must provide a start and end
________pattern for the Item Description.
____*___Select a specific Merchandise Class.__Only those items with the
________specified Merchandise Class will be printed.
The options that ask for a start and end pattern are expecting an
alphanumeric entry.__Remember that case is significant in these searches.
If you simply hit ENTER when asked for the start pattern (leaving the entry
blank), the search will assume that you want to list all of the records.
If you make an entry in the start pattern, and leave the end pattern
blank, the search will find all records from the start pattern to the end
of the file.
Once you have entered the start and end pattern for the record search, you
must select if you want to include all records found in that range, only
physical inventory items, or only non-physical inventory items.__An item is
a physical inventory item if the Physical Item Flag is set to 'Y' in the
inventory record.
You may select to print a Standard Inventory List Report, which shows
shows the Item Number, Vendor Item Number, and Description, as well as the
Unit Cost, Retail Price (Price Level 0), Stock On Hand, Stock Value, and
Retail Value of Stock on Hand.
Or you may choose an Inventory Price List Report, which shows the cost, retail
price, sale price, sale flag, and price levels 2 to 4, for each item.
Serialized Inventory
Overview
Serialized Inventory is a controlled inventory tracking system used by
POSey.__With the use of house accounts, this system keeps track of the
inventory item serial numbers sold.__The list of serial numbers for each
item is entered using the Inventory Entry/Edit program.
With its separate back-end control programs, serialized inventory can be
easily implemented on a new or preexisting inventory system.
Any serialized inventory must be entered from the Inventory Entry/Edit
program.__Just recall the inventory item that uses one or multiple serial
numbers and press Alt-N.__This will bring up the Serial Number entry screen.
+--------------------------------------------------------------------------------+
|+---------------------------| Inventory Program |------------------------------+|
||______________________________________________________________________________||
||______________________________________________________________________________||
||___Item Number: 7900__________________Description: Jewel Box__________________||
||+----------------------------------------------------------------------------+||
|||_______Serial Number______Floored By___Cost____Rec'd_____Due_____Paid___Sold|||
|||-------------------------+----------+--------+--------+--------+--------+---|||
||| 1001____________________| ABC______|___25.00|__/__/__|__/__/__|__/__/__|___|||
||| 1002____________________| ABC______|___25.00|__/__/__|__/__/__|__/__/__|___|||
||| 1003____________________| ABC______|___23.50|__/__/__|__/__/__|__/__/__|___|||
|||_________________________|__________|________|________|________|________|___|||
|||_________________________|__________|________|________|________|________|___|||
|||_________________________|__________|________|________|________|________|___|||
|||_________________________|__________|________|________|________|________|___|||
|||_________________________|__________|________|________|________|________|___|||
|||_________________________|__________|________|________|________|________|___|||
|||_________________________|__________|________|________|________|________|___|||
|||_________________________|__________|________|________|________|________|___|||
|||_________________________|__________|________|________|________|________|___|||
|||_________________________|__________|________|________|________|________|___|||
|||_________________________|__________|________|________|________|________|___|||
||+----------------------------------------------------------------------------+||
|+------------------------------------------------------------------------------+|
|__________________________Up, Dn, F9úDelete, F10úSave___________________________|
+--------------------------------------------------------------------------------+
The first field is for the actual serial numbers (up to 24 characters) that
will be assigned to the item.__The cost field will default to the item cost
in the inventory record, but may be changed for individual items.__The
"Sold" field automatically gets set to "*" when the item is sold from the
register.
The "Floored By", "Cost", "Rec'd", "Due", and "Paid" fields are not
currently used by the POSey system.__They may be manually edited with the
appropriate information.
When all serial numbers have been entered, press F10 to save the changes,
then press F10 again to save the inventory item.__Hitting Escape aborts all
changes.__Once all serial numbers have been entered, the system is ready to
be used.
When a serialized inventory item is rung into the sale at the Register,
a window opens with the available serial numbers displayed.__The user
highlights the serial number of the item and presses accept.__If Escape is
selected, the system sells the inventory as if it were not serialized.
A transaction with a serialized inventory item must be totaled out using a
House Charge key.__If any other key is used, a house account number must be
entered and the same media key pressed to cash out the sale.__The house
account can then be edited or saved as is.__After the account is saved,__the
system resets itself for the next transaction and the item's serial number
is taken off the available list.
+--------------------------------------------------------------------------------+
|+---------------------| Serialized Inventory Maintenance |---------------------+|
||______________________________________________________________________________||
||______________________________________________________________________________||
||______________________________________________________________________________||
||______________________________________________________________________________||
||_______________________Stock Number:__________________________________________||
||______________________Serial Number:__________________________________________||
||________________________Description:__________________________________________||
||______________________________________________________________________________||
||______________________________________________________________________________||
||_________________________Floored By:__________________________________________||
||_______________________________Cost:__________________________________________||
||______________________________________________________________________________||
||______________________________________________________________________________||
||______________________Date Received:___/__/___________________________________||
||___________________________Date Due:___/__/___________________________________||
||__________________________Date Paid:___/__/___________________________________||
||__________________________Date Sold:___/__/___________________________________||
||______________________________________________________________________________||
||______________________________________________________________________________||
||______________________________________________________________________________||
||______________________________________________________________________________||
|+------------------------------------------------------------------------------+|
| F1úScn Hlp F2úFld Hlp F3úClr Scn F4úClr Fld F5úIndex1 F6úSelect F9úDel F10úSav |
+--------------------------------------------------------------------------------+
Serialized Inventory Maintenance
This program provides an alternate way to add, edit, or delete serialized
inventory items.__Original entry of serialized inventory is normally quicker
using the entry window of the Inventory Entry/Edit program, but many people
prefer the standard data entry format of the Serialized Inventory
Maintenance program for day-to-day changes.
+--------------------------------------------------------------------------------+
|+--------------------------| Serial Number Sold Log |--------------------------+|
||______________________________________________________________________________||
||______________________________________________________________________________||
||______________________________________________________________________________||
||______________________________________________________________________________||
||___________________Inventory #:_______________________________________________||
||___________________Description:_______________________________________________||
||______________________Serial #:_______________________________________________||
||______________________________________________________________________________||
||________________Date Purchased:_______________________________________________||
||________________Purchase Price:_______________________________________________||
||______________________________________________________________________________||
||_____________________Account #:_______________________________________________||
||_______________________Company:_______________________________________________||
||_________________________Owner:_______________________________________________||
||_______________________Address:_______________________________________________||
||__________________________Town:_______________________________________________||
||_________________________State:_____Zipcode:__________________________________||
||______________________________________________________________________________||
||______________________________________________________________________________||
||______________________________________________________________________________||
||______________________________________________________________________________||
|+------------------------------------------------------------------------------+|
| F1úHelp F3úClr Screen___F4úClr Field___F5úScan1 F7úFind F9úDel F10úSave Ins.Off|
+--------------------------------------------------------------------------------+
Serialized Sold Maintenance
As serialized items are sold at the Register, the POSey system keeps track
of which serial numbers have been sold.__Each item sold is saved in a file
so that the items may be viewed and reports printed.
The Serialized Sold Maintenance program allows you to edit the entries in
this file.__The first five fields on the screen are automatically filled in
by the Cash Register when the item is sold.__The Account Number, Company,
Owner, Address, Town, State, and Zipcode, may be manually entered if you
like.
Serialized Inventory Reports
Serial Number Tracking Report
The Serial Number Tracking Report prints a list of sold serialized items.
The report can be limited to showing only a single inventory item, or you
can print a report for the entire inventory of serialized items.