Step-by-Step Instructions

 

Operations Menu

 

Adjustments

Ø    How to create a new Inventory Adjustment

Ø    How to do an inventory count using the Opticon 9728 scanner

Ø    How to upload an inventory count using the Opticon 9728 scanner (single location)

Ø    How to upload an inventory count using the Opticon 9728 scanner (multiple locations)

Transfers

Ø    How to transfer product from one location to another

 

Replenishment

Ø    How to create a Par Area

Ø   How to edit a Par Area

Ø   How to conduct a New Par Count

Ø   How to process a Replenishment Order

Ø   How to Fill a Replenishment Order

 Usage

Ø   How to add product usage through Batch Menu

Ø   How to add product usage through Item Menu

Ø   How to add product usage using the Opticon 9728 scanner

Ø   How to upload product usage using the Opticon 9728 scanner

Ø   How to create Usage template

Ø   How to track product usage using Usage Templates on the Opticon 9728 scanner

Ø   How to upload product usage using Usage Templates on the Opticon 9728 scanner

Ø   How to reverse a Usage transaction

 Purchase Orders

Ø   How to create a Purchase Order

Ø   How to create a Standing Order

Ø   How to use Auto PO

Ø   How to create a PO Return

Ø   How to view or process PO EDI Confirmations

Ø   How to transmit a PO via auto-fax service

Ø   How to transmit a PO via auto-email service

Ø   How to transmit a PO via EDI

Order Entry

Ø   How to create Purchase Orders using Order Entry Module

Ø   How to set up your computer to use the CS1504 keychain scanner

Ø   How to upload products using the CS1504 keychain scanner

Ø   How to setup your computer to use the Opticon 9728 scanner

Ø   How to order products using the Opticon 9728 scanner (single location)

Ø   How to upload products using the Opticon 9728 scanner (single location)

Ø   How to order and upload products using the Opticon 9728 scanner (multiple locations)

 Receiving

Ø   How to process a Receipt

Ø   How to undo a Receipt

Ø   How to use Auto Fill

 Accounts Payable

Ø   How to process an Invoice

Ø   How to batch the invoices and export them

 Requisitioning

Ø   How to create a Requisition

Ø   How to create / modify a Requisition Template

Ø   How to convert a Requisition to a Purchase Order

Ø   How to fill products against a Requisition