Inventory control software, version 4

User’s guide

 

  

 

 

 

 

 

 

 

 

 

 

 

INVENTORY CONTROL

USER’S GUIDE

 

 

 

 

Chapter: 5

 

Stock management

Vendors

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ATQ, 1997-2007


Inventory control software, version 4

User’s guide

Chapter 5

Stock management

 

5.1       Create new category

 

 


 

Mouse left click to open the following form

 

Type in the category name that you want to create and click Update to save new category.

 

 

 

To delete a category, click to select category and once the category is edited, click Delete button.

 


Inventory control software, version 4

User’s guide

Chapter 5

Stock management

 

5.2       Create new location

 


 

Mouse left click to open the following form

 

Type the location that you want to create and click Update button to save new location.

 

 

 

To delete a location, click on the line of the location that you want to delete.

Once the location is edited, click on the button Delete.

 


Inventory control software, version 4

User’s guide

Chapter 5

Stock management

 

5.3       Add the product/item/part

 

Enter item name or number in the box “Item Search”

Press the Enter key

 

 

 

 

 

 

 

 

 

If the item is not listed, “New Item – Click For Enter” label appears.

You can click on the link to open the following form or press the key “right

 

 

 

 

 

 

You must enter the category, location and the stock quantity before you click on OK button.

The quantity in stock can be zero (0)

The unit price is not the vendor’s price. In this box you can type your price of the product (if you sell this product). You can change this price at anytime, so you can leave this box empty for first time.

 

 

 

 

Click OK button to confirm or CANCEL to exit without save

 

 

 

 

 

 


Inventory control software, version 4

User’s guide

Chapter 5

Stock management

 

 

      Click on this button to select your vendor current item

                See Vendor Setup & Select for details.


Inventory control software, version 4

User’s guide

Chapter 5

Vendor Setup

5.4       Vendor Setup & Select

To create new vendor’s account click the Add button.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

You must enter Vendor name before you click to Update

 

You can skip any other fields like address, phone number, etc for the first time.

You can edit to modify an account at any time.

The vendor ID is automatic number and cannot be changed.

You can enter the vendor’s tax number and the rate (%). It is important for purchase orders.

 

If you have an account opened by your vendor, you can type your account number, your customer number, access ID and the Web ID to help you when you make a PO

 

After you click on Update button, the vendor’s name will be placed automatically in the list box.

You can edit vendor account by clicking/selecting it in the box.

 

 

 

 
 


 

 


Inventory control software, version 4

User’s guide

Chapter 5

Vendor Setup

 

 

Click on Select button to select this vendor for the selected part/product (see: section 5.3)

 

 

 

 

 

 

 

 

 

 

 

 

Now, you can enter vendor’s unit price and the vendor’s catalogue number if known.

You must to click to appropriated box to edit value

 

Catalogue number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Or Vendor Unit Price

 

 

 

 

 

 

 

 

 

 

 

 
 


 

 


Inventory control software, version 4

User’s guide

Chapter 5

Best Prices

5.5       Product Pricing Report

 

You can select other vendors for the same part following the procedure 5.4

Example: Future Shop

Enter the price of the product.

 

 

 

 

 

 

 

 

 

Click on Best Price button to open BEST PRICE form.                        

 

The list shows 5 vendors with best price of each product in your stock.

This feature works like a filtration system to automatically extract the cheapest vendors.

If you have 5 vendors in the list and a new vendor provides a better price, the highest bidder will be deleted from the list.

 

 

 

To change the vendor for your product – simply click on the vendor’s name.

   

 

 

 

 

 

 

If you want to print the best prices for a product, select from the menu “Product pricing report”.

Before you click, you must have an item /product selected.

  

 

 

 

 


Inventory control software, version 4

User’s guide

Chapter 5

Stock

5.6       Stock adjustment, modification…

 

You can change the name of a product at any time – simply click in the Item Name box.

 

 

 

 

 

To adjust the quantity click on the  button or press the key “Up”.

 

The inventory calculator is displayed.

You can use the mouse or keyboard to enter the quantity.

To add the parts in stock press “+”, enter the quantity and press the Enter (E) key.

To deduct the quantity – press “-“, enter the quantity and press the Enter (E) key.

 Note: You must start with plus (+) or minus (-)

 

 

 

    To change the selling price of a product, click on the  button or press the key “Down”.

Enter the price and then press the Enter (E) key.

 

 

 

 

 

 

 

 

 

 

 

You can enter your own catalogue number or SKU 

 

 

 

 


Inventory control software, version 4

User’s guide

Chapter 5

Product picture

5.7       Product picture

 

To add a picture for the item, click on the   button.

In the list box select corresponding picture.

Your picture must be ready and saved in the Picture folder (directory). The best dimensions for pictures are 160 x 108 pixels.

 

 

 

 

 

 

 

 

 

Press on the button  if you want to remove the picture.

 

 

 Click on the  to add/modify the note.

In this box you can type any text you want to have attached with this product. The note can be printed in the reports or exported to html.

 

 

 

 


Inventory control software, version 4

User’s guide

Chapter 5

Location, Category, Description

 

5.8       Location, Category, Description

 

To change location or category of item in your stock, simply click in the appropriated box.

In the drop down list you can change the location or category.

If the location or category is not listed, click on the link:  or  to enter a new one.

To enter the new category or the new location, see the instructions – chapter 5.1 and 5.2

 

 

 

 

 

 

 

Click once in the box to enter or modify the description.

 

 

 

 

 


Inventory control software, version 4

User’s guide

Chapter 5

Search

 

5.9       Product Search

 

You have more options to find products in your stock.

You can show all products listed by category or location.

Simply click on any item displayed in the list box and a record will be opened automatically.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Also, you can type the item name in the box “Item search

You can type just the first(s) character(s) of the item if you don’t know the full name of the product.

 

 

 

 

 


Inventory control software, version 4

User’s guide

Chapter 5

Search

 

5.91     Search

Select from the menu: “Show all products”

You can see all products in your stock sorted by category, location or the vendor.

 
 


 

 

 

 

Also, you can change the unit price, vendor unit price, in stock quantity and quantity ordered.

 

 

 

 

 

 

 

 

To make your order for this software or to buy the licenses, from the menu click on “Order Form”.