This screen is where all the inventory control functions are performed. Start by entering the part number you are looking for. You can enter the whole number or a partial number. After you have entered the number you can click the Find button or use the Enter key on your keyboard. You can refine your search by using the Mfr, Description, and location fields. Checking the Save Search Mfr box will keep the same Mfr for all subsequent searches. You can also narrow the search items to Serialized only by checking the Serial Only box. Clicking a column header will sort by that column.
Find Part
Add New Item
Adjust Min-Max By Mfr
Show Inventory Count
View Work Sheet
Edit Part
Find Part
To display the parts for a particular manufacturer, click the down pointing triangle and select the code. You are able to locate a particular part by entering a Part Number, Description or Location in the text box and pressing Find. We have also included a Stocked Parts Only and Serial Only checkbox to filter the price file even further.
Add New Item
To add a new part number, click the Add New Item button. This opens the New Item window where you can enter the information on the new item. Most of your part numbers will be in the manufacturer price files, so many of the new items you will need to enter will be serialized, accessories and the occasional new part not in the price file. If the new item you are entering is a serial item, check the serialized box to make the Serialized Inventory button active so you can enter the unit’s serial information.
Serialized Inventory:
When a checkmark is placed in the serialized box, clicking the Serialized Inventory button will open the Add Serialized Item window. Click Add More Serialized Item to enter all of the unit information. If you have more than one serial number to enter, click Add Serialized Item to start a new record. You have the option to print a barcode label for this unit by clicking the Print label button on the lower left side of the screen. When you are finished, click Save/Exit.
Alternate-Substitute Parts:
To setup an alternate or substitute part number, click Add New Alternate Part which opens the Select New Alternate Part window. Only part numbers that are in the inventory or the price file can be an alternate. Select the Mfr, enter the part number and a description if desired and click Find. A list of the numbers entered will be displayed and you can select one of them by highlighting it. You can also add a note to the part. To save your selection click Save and Exit. The part number will be displayed in the list as the alternate for that item.
Part Supercession History:
In this section you will see the list of all superceded part numbers over the life of this part number. At this time you cannot create your own supercessions.
History:
This tab shows sales history for up to 5 years using the Softbiz database(and the Pro6000 DB if you had the DOS Softpower system). Across the top is the history by month and year. In the middle are the totals for 6 month periods going back up to 5 years as well. On the bottom left is the list of sales where the top two lists get the historical information from. To the right are the Current Min-Max values which can be edited by clicking the Change Min-Max button, entering the amounts in the supplied boxes and then clicking the Apply Min-Max Changes button to save the new levels. Underneath that is the current stocking information for this part number.
Misc. Charge:
If an item has an associated charge; enter the amount and the description to be displayed on the invoice. A General Ledger Code and Tax status of this charge needs to be established. If the charge is taxable enter a checkmark in the box.
Archived Parts History:
This tab is for Softpower Customers who have converted from the DOS program. Since this is a new item there will be nothing listed here.
At the bottom left side of the this screen there are four buttons for the following functions:
- Print labels:
Clicking this button opens the Print Label screen. Here you have the option to print a large label that is designed for a large part of the front of a parts bin or a small label for smaller parts. If there is a UPC code in the previous window the label will be printed using that. If there is no UPC code available then the part number will be printed as a bar code. Click Cancel to close this window - Available Inquiry:
Clicking this button send a part inquiry to the manufacturer or distributor and opens the Inventory Response screen. On this screen will be the available quantity and other information supplied by the vendor. - Delete Inventory Record:
Click this button to delete a no longer available or unwanted part number. - Receive Inventory:
To quickly update the quantity on hand, click the Receive Inventory button. This will open the AddQtyPopup where you can enter the amount to be added to the quantity on hand. This is a quick way to receive inventory when you do not wish to create a purchase order. Enter the qty and click Add or click Cancel to close this window.
To exit the inventory record, click the Save/Exit button on the lower right of the screen.
To edit an existing inventory record, find the part number you want to edit and then click the Edit Item button to open the inventory record.
Adjust Min-Max By Mfr
Clicking this button opens the Edit Min-Max Levels For Any Manufacturer screen. This is where you setup the minimum and maximum stock level for each stocking item in your inventory. Click the down arrow on the top left side to select the mfr you want to start setting up the min max levels for. Once that mfr is selected, you will see the min-max levels for the first part number and sales history for up to 5 years. The cursor will default to the Win High box where you can start changing the stocking levels. Use the Tab key or your mouse cursor to move between the 4 boxes. Once you have entered all of the numbers for that particular part number, click the Update Min-Max button to save the changes. The highlight will move to the next part number in the list and you can start changing the stock levels on that part number. If you want to skip a number use the scroll bar to move up and down and click to highlight the next line you want to change. You can set the levels for all of your stocking parts or just a few. Once you are finished, click the Close Form box to close this window.
Show Inventory Count
Clicking this button will display a column to allow you to quickly update the physical count for each item. It is recommended that you also display stocking parts only for quick modification of the quantity on hand. Click on the desired part in the count column, enter the amount and then use the arrow down key to move to the next line or click anywhere else in the screen to save the change.
View Work Sheet
This is where you will create count sheets for taking physical inventory. Click the View Work Sheet button to open the Inventory Worksheet window. Select the desired manufacturer, part numbers, and locations, choose the sort order and then click view worksheet to view and print the worksheets. To exit without viewing or printing, click Exit.
Edit Part
To make changes to an existing inventory item, find the part number using the search functions and then double click the part number to open the record.
Serialized Inventory:
When a checkmark is placed in the serialized box, clicking the Serialized Inventory button will open the Add Serialized Item window. Click Add More Serialized Item to enter all of the unit information. If you have more than one serial number to enter, click Add Serialized Item to start a new record. You have the option to print a barcode label for this unit by clicking the Print label button on the lower left side of the screen. When you are finished, click Save/Exit.
Alternate-Substitute Parts:
To setup an alternate or substitute part number, click Add New Alternate Part which opens the Select New Alternate Part window. Only part numbers that are in the inventory or the pricefile can be an alternate. Select the Mfr, enter the part number and a description if desired and click Find. A list of the numbers entered will be displayed and you can select one of them by highlighting it. You can also add a note to the part. To save your selection click Save and Exit. The part number will be displayed in the list as the alternate for that item.
Part Supercession History:
In this section you will see the list of all superceded part numbers over the life of this part number. At this time you cannot create your own supercessions.
History:
This tab shows sales history for up to 5 years using the Softbiz database(and the Pro6000 DB if you had the DOS Softpower system). Across the top is the history by month and year. In the middle are the totals for 6 month periods going back up to 5 years as well. On the bottom left is the list of sales where the top two lists get the historical information from. To the right are the Current Min-Max values which can be edited by clicking the Change Min-Maxbutton, entering the amounts in the supplied boxes and then clicking the Apply Min-Max Changes button to save the new levels. Underneath that is the current stocking information for this part number.
Misc. Charge:
If an item has an associated charge; enter the amount and the description to be displayed on the invoice. A General Ledger Code and Tax status of this charge needs to be established. If the charge is taxable enter a checkmark in the box.
Archived Parts History:
This tab is for Softpower Customers who have converted from the DOS program. Here you will see a three year history of this part numbers’ sales from the old software. At this time this is just for information purposes only.
To exit the inventory record, click the Save/Exit button on the lower right of the screen.
At the bottom left side of the inventory record screen there are four buttons for the following functions:
- Print labels:
Clicking this button opens the Print Label screen. Here you have the option to print a large label that is designed for a large part of the front of a parts bin or a small label for smaller parts. If there is a UPC code in the previous window the label will be printed using that. If there is no UPC code available then the part number will be printed as a bar code. - Available Inquiry:
Clicking this button sends a part inquiry to the manufacturer or distributor and opens the Inventory Response screen. On this screen will be the available quantity and other information supplied by the vendor. - Delete Inventory Record:
Click this button to delete a no longer available or unwanted part number. - Receive Inventory:
To quickly update the quantity on hand, click the Receive Inventory button. This will open the AddQtyPopup where you can enter the amount to be added to the quantity on hand. This is a quick way to receive inventory when you do not wish to create a purchase order. Enter the qty and click Add or click Cancel to close this window.
To exit the inventory record, click the Save/Exit button on the lower right of the screen.
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