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Manufacture Batch Documentation — 31.3%

[...] used during the Inventory Adjustment process once a batch is complete. Manufacture Batch Home screen: This page is where the formulas will affect inventory once the batch is complete. Users can alter the batch; any alterations will not be reflected in the original formula. 1. Search for batches using filtering criteria: Batch Name - Allows the user to search for any piece of the name Formula Name – Allows the user to search by any existing formula within a batch Ingredient – Allows the user to find a formula based on an item in [...]

Formulas Documentation — 12.5%

[...] point for a Manufacture Batch, all Batches require a Formula. Formulas There are currently two types of formulas, Product and Packaging. Product formulas are designed to be the main product (ex: paint thinner). Packaging formulas are optional formulas that can be associated with a finished good in a Manufacture Batch. These formulas allow a user to associate specific packaging costs into the price of the finished good (ex: 55 gallon drums and locking lids). Security Permissions • Formula_Save - Allows users to add/edit existing Formulas [...]

Update Item Pricing — 6.3%

[...] This feature allows a price or the published cost to be increased or decreased based on a percentage of itself or another price or the published cost. For example, you can make Price Level 1 10% less than the list price. To use this feature, 1) Select the locations to update, 2) Select which item(s) to update, and 3) Select which prices to update. Locations to Update Update Master UOM Local Inventory Items All Locations Updated Items for all locations will be updated regardless of whether they use master-level pricing. All Master Pricing [...]

Receive Payments Help Documentation — 1.2%

[...] 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 from the Navigation Bar or from the Drop Down Menu Accounts Receivable . Payments Screen This is the Open Batches screen with the Payments screen in the background. Each time you enter the Payments task the Open Batches dialog window is display. This window is used to either open an existing payment batch (i.e. select batch [...]

WO Processing Help Documentation — 1.0%

[...] partial shipments and invoices. The 4 processing options Print Pick Slip: Generates a batch of Picking Tickets ready to be pulled, shipped and invoiced. Close: Will let you select work orders to close in mass. Ship: Will let you create 100% filled shipments based on the Work Orders Selected. Remove items from existing Bins Ship/Invoice: Will let you Ship and Invoice multiple Work Orders as 100% filled. 4 types of orders are visible on this interface: Point of Sale orders: These are manually created [...]

Customers Help Documentation — 1.0%

[...] from the Drop Down Menu Accounts Receivable. Search For Customers The Search For Customers screen is the first screen that is displayed when the Customers task is selected. This screen is used to search for customers that exist on the system. Individual customers can then be selected for inquiry or editing from those displayed. The work area or screen area is made up of the following three sections: The search fields (top center). [...]

Manage Generated PO/XFers Help Documentation — 1.0%

[...] 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 [...]

Returned Goods Purchase Order Help Documentation — 0.8%

[...] 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 [...]

Promotional Pricing Documentation — 0.8%

[...] 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 break discounts as well as dated special [...]

PricePro Instructions and Setup — 0.8%

[...] handled through the CDN 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 [...]

A/R credit holds — 0.8%

[...] un-posted invoices. This feature also allows a high-level employee to temporarily raise the credit limit of a customer for a specific document and a specific amount. Credit Holds only apply to customers with a credit limit, and whose credit status is listed as “Good”. Please note that this feature trumps the existing credit override permissions. Setup Customer Maintenance Verify that the customer’s Credit Limit is specified. The Credit Limit is used to determine the maximum amount of [...]

Purchase Order Help Documentation — 0.7%

[...] from the Navigation Bar or from the Drop Down Menu Purchasing . === === Purchase Order Screen This is the Purchase Orders/Xfers screen. 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 screen is made up of six areas: Vendor and shipping [...]

Verify Count — 0.6%

Verify Count 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 users who are trying to catch mistakes in picking [...]

CollisionLinx Orders Help Documentation — 0.6%

[...] uasge or see the order's history ExtranetCustomer_OrderView - Allows the user to see the order list screen Opening CollisionLinx 1 Open an internet browser. IE is the supported browser. 2 Type collisionlinx.net into the URL field. 3 Type the vendor code into the Vendor field. 4 Type the login into the Login field. 5 Type the password into the Password field. 6 Select the Login button. Navigating to the Orders Screen Select the Orders tab. Order List Screen Section Descriptions: [...]

Customer Inventory Help Documentation — 0.6%

[...] 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 - Allows the user to copy items from one bin to another bin. CustomerInventory_ItemDelete - Allows the user to remove the item from the customer bin. CustomerInventory_ItemEdit - Allows the user to edit the items that are in a bin. This allows the user to [...]

CollisionLinx Help Documentation — 0.6%

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 and consequently the ability to provide customer access to CollisionLinx. CollisionLinx [...]

Payroll Budgeting Training Documentation — 0.6%

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 [...]

Invoice Help Documentation Part 2 — 0.6%

[...] 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 and totals boxes [...]

Customer Count Sheet Help Documentation — 0.6%

[...] 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 of an item CustomerCountSheet_CreateOrder - Allows the user to create a Work Order out of the customer count sheet CustomerCountSheet_Delete - Allows the user to delete the customer count sheet CustomerCountSheet_ItemAdd - Allows the user [...]

CollisionLinx Inventory Help Documentation — 0.6%

CollisionLinx Count Sheets Help Documentation — 0.6%

[...] 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 the customer count sheet CustomerCountSheet_Delete - delete the customer count sheet CustomerCountSheet_ItemAdd - add items to the customer count sheet CustomerCountSheet_ItemDelete - delete items on the [...]

Signatures-Documentation — 0.5%

Signature Capture ComCept Mobile .Net can now capture signatures for all types of point-of-sale documents, fully replacing Signature Scan functionality in the ComCept Mobile Suite. PREVIOUS 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 [...]

Time Clock Overview of Changes 8/24/2010 - Part 1 — 0.5%

ComCept.NET Time Clock functions will be updated as of 08‐29‐2010 Please click on the release notes tab for full information. 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 [...]

Manufacturer Help Text — 0.5%

[...] Bar or from the Drop Down Menu Purchasing . Search for Manufacturers The Search For Manufacturers screen is the first screen that is displayed when the Manufacturers task is selected. This screen is used to search for Manufacturers that exist on the system. Individual Manufacturers can then be selected for inquiry or editing from those displayed. The work area or screen area is made up of the following three sections: The search fields (top center). [...]

Vendor Help Text — 0.5%

[...] Navigation Bar or from the Drop Down Menu Purchasing . Search For Vendors The Search For Vendors screen is the first screen that is displayed when the Vendors task is selected. This screen is used to search for Vendors that exist on the system. Individual Vendors can then be selected for inquiry or editing from those displayed. The work area or screen area is made up of the following three sections: The search fields (top center). The screen [...]

New Data Maintenance — 0.5%

[...] 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 to the ComCept server. These updates can even be delayed so they take effect at a specified time. It is important to note that the Windows client version of Data Maintenance will not be removed until all of [...]

Receive PO Help Documentation — 0.5%

[...] PO/Xfer task is selected, the Search for Open PO/Transfer window is the displayed inside the Manage Bills screen. This search window is used to locate and open the desire PO/Transfer to be received. This is the Search for Open PO/Transfer window. Type: Select the desired purchase order type (i.e. Purchase Order, Returned Goods, or Transfer Order ). By Vendor/Location: Select the desired Vendor (for types Purchase Order or Returned Goods ) or the desired location (for type Transfer Order ) for the search. All open purchase/transfer orders automatically display. By [...]

Document Upload in Document Generation — 0.4%

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. Download the Document Upload spreadsheet template. Fill [...]

Terms Codes Help Documentation — 0.4%

[...] discount. Add Terms Code In order to add a new terms code select the Add New button at the bottom of the Terms Codes Search screen. The screen will default the new term code as Cash terms. To change it from a cash terms code uncheck the Cash Terms checkbox. Terms Information Description: The name for the Terms Code. This will appear in the Terms Code dropdown boxes (i.e. Customers task screen, the Invoices Details option, etc). Cash Terms: This indicates that the terms [...]

Security Permission to Security Level Map — 0.4%

[...] invoice POS_Invoice_Save ü ü ü Save Invoices. 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 [...]

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