Fast-Track Enter Inventory

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

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

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

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

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

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

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

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

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

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

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

SEQ#  R/S  DESCRIPTION               CLASS  GROUP  PRODUCT #    RATE
----  ---  -----------               -----  -----  ---------    ----
0001   R   AIR COMPRESSORS             10
0002   R   AIR COMPRESSOR 100 CFM      10    1001   1001-01
0003   R   AIR COMPRESSOR 150 CFM      10    1002   1002-01
0004   R   AIR COMPRESSOR 175 CFM      10    1003   1003-01
0005   R   AIR COMPRESSOR 200 CFM      10    1004   1004-01
0006   R   AIR TOOLS                   15
0007   R   AIR BREAKER 30 LBS          15    1501   1501-01
0008   R   AIR BREAKER 60 LBS          15    1502   1502-01

CLASS

Enter the Product Class Code. For ease of Class numbering, it is recommended to use a two digit Product Class number.

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

DESCRIPTION

Enter the Product Class description.

R/S

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

GROUPS

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

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

• RENTAL Product Class Group window:

  GROUP

  The Group number displayed is created from the 2-digit Product Class number and the next available 2-digit Group number.
  e.g. If the Product Class is 30, the first Group would be 3001.
  Press <ENTER> to accept this Group number, or over-type it with a preferred number.

  
  DESCRIPTION

  The Group description is displayed. Press <ENTER> to accept this description, or over-type it with a preferred description.

  
  RATES

  <F4> In the Rate window the prompts are:

  DAILY RATE:

  Enter the rate for a daily rental for this Group of products.
  CODES and DESCRIPTIONS: The Codes and Descriptions that display are those setup in Company Default Rates . Use <F7> to delete any Rates that do not apply to this Group.

  RATE:

  The Rates displayed have been calculated based on the Daily Rate just entered and the Rate Calculation Formula, setup in Product Class Defaults . These rates may be deleted or adjusted here, as required.
  Press <F4> to accept the rate structure in the window, for this Group. Press <ENTER> to move to the next field.

  Note: Any rates with ZERO amount will NOT be written to the Product File. If a rate does not apply, set the amount to zero or delete it from the window.

  
  PRODUCTS

  <F4> In the Product window the prompts are:

  PROD NUMBER:

  Press <ENTER> to accept the next available product number.

  
  DESCRIPTION:

  Press <ENTER> to accept this description, or over-type it with a preferred description for this rental item.

  
  COST:

  Enter the purchase cost of this rental item.

  
  LIST:

  Enter the resale List price for this rental item.

  
  BULK:

  Enter N (NO) if this is a Non-Bulk product or Y (YES) if this is a bulk item with multiple quantities. For more information regarding bulk vs non-bulk items, refer to Rental Inventory .

  
  QTY:

  <F4> to access the location records for the product and enter the correct quantity for this product for each location.
  Non-Bulk items allow only a quantity of 1.

  <F3> to accept the location quantities and exit the window.
  The total On Hand quantity displays on the screen.

  
  RATE:

  The window prompts are:

  DATE ACQUIRED-

  Press <ENTER> to accept today's date, or enter the original purchase date. This date is stored on the Fixed Asset Tag.

  SERIAL NUMBER-

  Enter the product serial number if applicable.

  OWNING LOCATION-

  Enter the location for the product and the location for the Fixed Asset Tag.

  DAILY RATE-

  Press <ENTER> to accept the Daily Rate displayed, as entered for this Group, or change it if required.

  CODE/DESCRIPTION/RATE-

  Press <F3> to accept the Rate selection displayed, as entered for this Group, or change any rates if required.

  Press <ENTER> to accept this record, and continue to enter all products for this Group.
  Note: If you have a changeable rate card, i.e. have some classes with Hourly or Minimums but not others, you can exit this program (your work will be saved), and change Company Default Rates to reflect the current class, then come back to this program to carry on.

  
  Finished ?

  Press <F3> when all products for this Group have been entered, to continue with the next Rental Group.

• SALE Product Class Group window:

  GROUP

  The Group number displayed is created from the 2-digit Product Class number and the next available 2-digit Group number.
  e.g. If the Product Class is 80, the first Group would be 8001.
  Press <ENTER> to accept this Group number, or over-type it with a preferred number.

  
  DESCRIPTION

  The Group description is displayed. Press <ENTER> to accept this description, or over-type it with a preferred description for this sale merchandise.

  
  RATES

  This window does not apply to Sale Groups.

  
  PRODUCTS

  <F4> In the Product window the prompts are:

  PROD NUMBER:

  Press <ENTER> to accept the next available product number.

  DESCRIPTION:

  Press <ENTER> to accept this description, or over-type it with a preferred description for this sale item.

  COST:

  Enter the purchase cost of this sale item.

  LIST:

  Enter the resale List price for this sale item.

  BULK:

  This field is skipped. It applies only to Rental products.

  QTY:

  <F4> to access the location records for the product and enter the correct quantity for this product for each location.
  <F3> to accept the location quantities and exit the window.
  The total On Hand quantity displays on the screen.

  RATE:

  This field is skipped. It applies only to Rental products.

  Press <ENTER> to accept this product record, and continue to enter all products for this Group.
  Press <F3> when all products for this Group have been entered, to continue with the next Sale Group.

  Press <F3> again when all Groups have been entered, to continue with the next Product Class.

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