Here you can search through the pages of this Namespace, their attachments and the files uploaded to the system.
Note: the results will only display the items you have permissions to read.
[...] also "Release" the order. If "Release" is selected you can then select "Print" as well. The printed document is the actual Work Order Picking Ticket for the Shipping Location. From this point use the Create Shipment function from work Order screen. Utilize the Receipt Worksheet to receive the shipment and have product relocate from shipping location to destination location.
Quick Transfer flow:
Generate the Order Perform any initial quantity changes or add new items as needed. Use Advanced Reports "Pending PO and Xfer Worksheet" to print the Quick Transfer worksheet [...]
Work Order Processing This new functionality allows you to multi select customer work orders for processing in four different ways. NOTE: The current design only allows work orders that are 100% filled to be processed into shipments and invoices. Additional functionality will be added at a later time to handle partial shipments and invoices.
The 4 processing options
Print Pick Slip: Generates a batch of Picking Tickets [...]
Promotional Pricing Documentation Revision History 6/21/2011 - Initial revision by Rob Gamble 6/28/2011 - Updated screen shots by Rob Gamble 1/18/2013 - Added support for Minimum Price Summary ComCept .Net allows flexible promotional pricing, and introduces a powerful Price Lookup that simplifies and explains even the most advanced pricing structures. Promotional Pricing DEFINITION Promotional Pricing allows you to create system-wide price profiles that apply to all customers. These promotional price profiles allow you to define quantity [...]
[...] are immediately applied to the customer account balances and statements whether or not the Payment Batch is posted. This is so the customer's accounts receivable balance and detail is as up-to-date as possible. If there is a problem deciding what invoices to apply a payment to, print the customer’s statement and use this as a worksheet to assist in determining how to distribute the payment and to document the reasoning used. Select Receive Payments [...]
Customer Inventory Customer Inventory is used to maintain the customer's inventory, bins and populate customer count sheets.
Associated Permissions CustomerInventory_BinAdd - Allows the user to add new bins to the customer's bin tree CustomerInventory_BinGet - Allows the bin tree to display all of the bins. CustomerInventory_BinUpdate - Allows the user to update the details of a bin. CustomerInventory_ItemAdd - Allows the user to add new items to bins. CustomerInventory_ItemCopy [...]
A/R Credit Holds A/R Credit Holds is a new feature that allows Jobbers to strictly enforce credit limits for their customers. It works by calculating a customer’s balance granularly, taking into account shipped orders and un-posted invoices. This feature also allows a high-level employee to temporarily raise the credit limit of a customer for a specific document [...]
[...] Data Maintenance Application. This guide steps the user through the process of setting up and running a PricePro update. This functionality provides the user total control of what and when to have an update take place. It can be run as many times as needed between the dates prior to the next available update for that manufacturer. This also makes available the ability to add the new part numbers made available by the manufacturer between the previous and current update.
What does PricePro NOT update?
Any item where the Vendor Part Number is not populated in your [...]
CollisionLinx Inventory
CollisionLinx Inventory is used to maintain the customer's inventory, bins and populate CollisionLinx count sheets.
Associated Permissions
CustomerInventory_BinAdd - Allows the user to add new bins to the customer's bin tree CustomerInventory_BinGet - Allows the bin tree to display all of the bins. CustomerInventory_BinUpdate - Allows the user to update the details of a bin. CustomerInventory_ItemAdd - Allows the user to add new items to bins. CustomerInventory_ItemCopy [...]
PO Upload Feature for Document Generation
You can now upload purchase orders, returned goods POs and transfers to ComCept from a spreadsheet. This is done in the Document Generation (Doc Gen) feature of ComCept .Net from an empty batch instead of one that was calculated by usage. Steps involved are as follows:
Create an empty Document Generation Doc Gen batch. [...]
CollisionLinx .NET Access & Order Processing Instructions
This document is intended to provide a step-by-step procedure for successfully for establishing CollisionLinx accounts in ComCept .NET to allow for customer ordering and self-service document retrieval in CollisionLinx.
In order to set up a customer for CollisionLinx, the ComCept .NET user must be at Security Level 5 or greater – this gives them access to the Customer area within ComCept .NET [...]
This document is separated by document types. The first column describes the action. The second column describes what happens to the inventory. There are four different quantities per inventory item, On hands, Committed, On order and Available. All of the actions effect the committed, on hand and/or on order quantities. The available quantity is a calculated value. The calculation is on hands minus committed quantities (OH – Committed). [...]
[...] (top right).
The record display area (bottom half).
Add New Customer Action
To add a new customer, select the Add New action button from the Search For Customers screen.
-or-
Select the Add New Customer option located on Action menu.
Customer fields
General Information
Customer ID: This is the internal CDN customer number. It is assigned when the customer information is saved the first time (“New” is displayed until saved).
Company Name: This is the legal company name for the customer. This will be printed on invoices, work orders, [...]
[...] SIGNATURE CAPTURE
Delivery drivers have been capturing electronic signatures in ComCept .Net for over a decade. These signatures appear on invoices when printed, allowing distributors to store their signed copies online rather than in a filing cabinet. Customers can even print their own signed copies of all documents with a CollisionLinx login.
Signatures can be captured directly on the invoice page, using a mouse or touch-screen to sign at the point-of-sale. Additionally, ComCept [...]
Using Mobile Inventory with ComCept.Net Below is how the different Mobile Inventory location types work within ComCept.Net (CDN).
Mobile Inventory Location Types WMS Warehouse
All Mobile functionality: Receiving, Put Away, Picking, Item Lookup, Bin Move, Count Sheets Multiple bin associations per item.
WMS Store
Only Mobile functionality: Receiving, Picking, Item Lookup, Count Sheets Single bin associations per item.
New to WMS Store - Free-form Scan
Free-form Scan mode will not walk users through [...]
Data Maintenance (New) ComCept .Net Data Maintenance is a web-based tool within ComCept .Net that is controlled by ComCept user security. This tool gives users the ability to manage “maintenance records”, such as customers, inventory and pricing. Data Maintenance users can add or edit hundreds or even thousands of records at once by manipulating spreadsheets. Users can work with their data by downloading spreadsheets filled with only relevant fields and records, making necessary changes to the spreadsheets, and uploading them back [...]
[...] Returned Goods Purchase Order
Returned Goods PO is used to send goods back to the vendor to receive a credit.
Navigation to the Screen
Select Create PO/Xfer from the Navigation Bar or from the Drop Down Menu Purchasing .
Returned Goods Purchase Order Screen
RGPOs are part of the Purchase Order screen. Select Returned Goods from the PO Type dropdown.
It is important the User and the Location are correct because multiple users and locations can be accessed from the same computer. These are located in the top right area of the screen.
The purchase orders/xfers [...]
[...]
The Verify Count feature allows users to check quantities on shipping documents. Before you ship a Work Order, or before you put away the goods on a PO receipt, you can use a barcode scanner to count the inventory and verify that the shipment contains what you expected.
Note: This feature is a tool, and will assist you in verifying counts on documents, but it will not prevent you from shipping or receiving incorrect quantities. It is intended for [...]
Customer Count Sheets
Customer count sheets are designed for salesmen to go into a bodyshop and count the shop's inventory in order to establish their current levels and what the shop needs to order.
Associated Permissions CustomerCountSheet_AddAll - Allows the user to create a customer count sheet out of the customer's inventory CustomerCountSheet_AddBlank - Allows the user to create an empty customer count sheet CustomerCountSheet_AddUsage - Allows the user to see the usage [...]
Payroll Budgeting Training Documentation Introduction
Payroll Budgeting is the process of measuring estimated and actual payroll expense against projected and realized sales. It is an activity that keeps managers informed of profitability and allows them to proactively manage payroll costs.
This documentation outlines the proper use of the ComCept Payroll budgeting module. Documentation is segmented by audience type, and covers all aspects of Payroll Budgeting, from preparation to reporting.
Preparation [...]
[...] Sheets
CollisionLinx count sheets are designed for the body shop or salesmen to count the shop's inventory in order to establish their current levels and what the shop needs to order.
Associated Permissions
CustomerCountSheet_AddAll - create a customer count sheet out of the customer's inventory CustomerCountSheet_AddBlank - create an empty customer count sheet CustomerCountSheet_AddUsage - see the usage of an item CustomerCountSheet_CreateOrder - create a Work Order out of [...]
[...] described below.
Item Tax Groups: These are defined by selecting the appropriate Tax Items for a group of inventory items. The desired Item Tax Group for an item is then selected using the Tax Group drop down box in the Master Inventory task.
Customer Tax Models: These are defined by selecting the appropriate Tax Items to create a tax model for a group of customers. The desired Customer Tax Model for a customer is [...]
[...] excited to announce our upcoming reporting engine! We have added many new features and capabilities to help you get the most out of your data.
New Reporting Engine
Reports will soon be generated using Microsoft’s Reporting Services. This powerful reporting engine will replace the Crystal Reports engine in place today, providing greater reliability and stability. Reporting will become more of an integral part of the ComCept system, because the reporting engine is built on the same tools we used to create ComCept .Net.
Saved Report Templates
Users have indicated [...]
[...] much of the application they can access. Higher Security Levels allowed access to more functions.
A complete explanation of Security Levels can be found here: Security Levels
Groups and Permissions ComCept needed a more granular way to assign permissions than with Security Levels, so we implemented role-based security using permissions and groups. You can define roles within your organization and assign those roles to your users. Many functions in ComCept .Net honor both Security Levels and Permissions. For example, users with Security [...]
[...] Sheet
Mobile count sheets are customer count sheets available in ComCept Suite. In order to build a mobile count sheet, the mobile device needs to have data already downloaded on it.
Create a Mobile Count Sheet
1 Select the Count Sheets button on the Mobile Suite splash screen.
2 Select the Add button.
3 Type and select the customer from the Bill To smart dropdown. The Ship To and Count Sheet Name fields will be autopopulated. 4 OPTIONAL Select a different ship to from the Ship To dropdown. [...]
[...] New screen designs with improved editing/adding functionality are now in place. There is no longer a need to run overtime calculations after all times have been accumulated and edited if needed. All overtime calculations are now virtual with the reports and batch processes. There are also Info links next to many of the fields giving the user some helpful tips. NOTE: most users are not currently using batch approve and export areas of this application. You do NOT need to worry about these topics or will NOT have [...]
Customer Messages and Notes Boxes
Customer Message
A free form Customer Message can be keyed in this box and will be printed in the body of the Invoice below the Balance Due line.
Note: The customer messages that are maintained in the Customer task screen can be selected to also print on the invoice.
General Notes
The General Notes are display only. They appear after the first item number has been selected. This note is generated using the information in the terms code assigned to the customer.
Invoice Tax and Totals Boxes
The invoice tax [...]
[...] hierarchy is where you maintain your item code category and classification. (Assignable to the Master Inventory records.) Product Groups allow the classification and sub-classification of items into cross-manufacturer categories, by Product Type you can determine Pricing, Reporting, and Order Generation parameters. The top-level Product Lines allow for the classification of products within Manufacturer Brands, with Sub-Lines allowing further granularity within those brands. A product line is a [...]
[...] if entered on the Customers Information screen. This usually contains the old customer number from a conversion.
Description: The description entered in the Customers task.
Name: The vendor name.
Number: The vendor internal CDN number.
Short: The vendor short name.
Shipping Information
The shipping information for the current location is automatically displayed when the Create PO/Xfer task is selected.
Select the Address Edit button on the far right of the Shipping Information heading line to open the Shipping Details window. Changes made [...]
Adjust Transfers Functionality When a transfer order is shipped, the item on hand is decreased at the shipping location by the quantity entered on the shipping document. When the transfer order is received by the location requesting the inventory, the item on hand is increased at the receiving location by the quantity entered on the receipt document.
When the receiving location enters a different quantity on the receipt document [...]
[...] POS_Invoice_View ü ü ü Navigate to the Invoice screen. POS_PONumber ü ü ü Set the PO number on a point of sale document POS_Print ü ü ü Print a point of sale document POS_PrintNew ü ü ü Print a point of sale document and open a new point of sale document afterward POS_ConsignmentCredit ü ü Allow user to change a consignment [...]