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Manufacture Batch Documentation — 28.7%

Manufacture Batch ComCept has created a module to allow users to convert raw materials into finished goods. Properly set up, this module will remove consumed materials, increase sellable products, and properly account for them. Manufacture Batch contains two distinct processes, Formula and Manufacture Batch. A Formula is essentially a template or starting point for a Manufacture Batch, all Batches require a Formula. This page is where the formulas will [...]

Formulas Documentation — 21.3%

Manage Generated PO/XFers Help Documentation — 1.3%

[...] Use Advanced Reports "Pending PO and Xfer Worksheet" to print the Quick Transfer worksheet to use as a picking ticket for the order. Perform final edits and additions to the worksheet to exactly match what is being shipped. Change Sort on the order as desired. "Complete" the Quick Transfer. Employee number is required Upon selecting "Complete" an option is displayed to also "Release" the order if "Release" is selected you can then select "Print" as well. The printed document is a Work order Picking ticket which can be used as a [...]

WO Processing Help Documentation — 1.2%

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 ready to be pulled, shipped [...]

Promotional Pricing Documentation — 1.2%

[...] 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 prices. Promotions [...]

Customers Help Documentation — 0.9%

[...] (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 [...]

A/R credit holds — 0.9%

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 and a [...]

Receive Payments Help Documentation — 0.8%

[...] 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 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 [...]

PricePro Instructions and Setup — 0.7%

Attn CDN Subscriber: PricePro and Data Maintenance join forces. PricePro updates available from ComCept Solutions are now 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 [...]

New Data Maintenance — 0.7%

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 to the ComCept server. These [...]

CollisionLinx Help Documentation — 0.7%

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 [...]

Signatures-Documentation — 0.7%

[...] 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. [...]

Customer Inventory Help Documentation — 0.6%

[...] 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 edit the Sort Order, Stock Levels, Fixed checkbox and Active checkbox. CustomerInventory_ItemMove [...]

Everything that changes Inventory Levels - Grouped by Documents — 0.6%

[...] 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). Legacy Local Inventory Change On Hands (this can only be done once per item per location) + or – On Hands Invoice Add an item - On Hands Remove an item + On Hands Close a line + On Hands Void an Invoice + On Hands Write off an Invoice [...]

Security Changes 2018 — 0.6%

[...] 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. [...]

Mobile Inventory and CDN — 0.6%

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 a [...]

ComCept Report Engine — 0.6%

[...] 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 that they often run certain reports in multiple ways, and that setting up all the parameters each [...]

Payroll Budgeting Training Documentation — 0.5%

[...] preparation to reporting. Preparation Module Activation Payroll Budgeting cannot be used until a ComCept employee activates the module. If no Payroll Budgeting menu items appear for you in the Human Resources menu, then you should contact sales to verify the activation of your Payroll Budgeting module. Menu items include Holidays, Store Hours, Payroll Budgeting, Payroll Budget master, et al. Security You must carefully assign Payroll Budgeting permissions to users by way of Security Groups, in order for them to access the new functionality. The following [...]

CollisionLinx Inventory Help Documentation — 0.4%

Returned Goods Purchase Order Help Documentation — 0.4%

[...] 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 [...]

Taxes Help Documentation — 0.4%

Taxes The sales tax charged on invoices is determined at the item and customer level using the various Tax Items, Item Tax Groups, and Customer Tax Models created in the Taxes task. Tax Items: The Tax Items define various taxing authorities and tax rates. These Tax Items are then selected as needed to define the Item Tax Groups and Customer Tax Models 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 [...]

Purchase Order Help Documentation — 0.4%

[...] and shipping information and PO type area: Vendor Information Select the desired vendor using the two drop down boxes Vendor: and by: In the Vendor field: Begin typing the vendor’s name. Then press (Tab) to select name or select with the mouse. Or use the vendor search by: Customer Number (old vendor number from conversion). Select the desired Customer Number (i.e. Vendor Number). Or use the vendor search by: Short name. Select the desired Vendor Short Name. After the vendor has been selected, the vendor name and address are displayed. [...]

Customer Count Sheet Help Documentation — 0.4%

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 of an item CustomerCountSheet_CreateOrder - Allows the [...]

Item Code Search Rules — 0.4%

[...] item codes are smart, helping you zero in on the item you are looking for. As you type an item code, a helpful list of selections will appear just below your entry, aiding your search. Line Codes Each inventory item in ComCept .Net is assigned an item code . Not all item codes are unique across all manufacturers. For example, Manufacturer A sells an item with part number "1234", and so does manufacturer B. Because Item Codes in ComCept .Net must be unique, many users have simply prefixed their item codes with a [...]

Categories Help Documentation — 0.3%

[...] products within Manufacturer Brands, with Sub-Lines allowing further granularity within those brands. A product line is a group of related products that fall into a unique product category or product brand. Product Groups Add a Product Group Follow the steps below to add a new product group: 1. Select the Add Group button. 2. Type the name of the new product group into the Name field. 3. Type a description into [...]

CollisionLinx Count Sheets Help Documentation — 0.3%

[...] 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 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 customer [...]

Invoice Help Documentation Part 1 — 0.3%

[...] Invoices This task is used to: Create one-step invoices for customers. Print an invoice from a converted Work Order, Invoice Shipments, or Quote. Inquire into open invoices to make changes, void, and/or print. Inquire into released (posted) invoice history. Select Invoices from the Navigation Bar or from the Drop Down Menu Order Entry – Billing . Invoice Screen This is the Invoices 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 [...]

Customer Special Pricing Help Documentation — 0.3%

[...] works inconjunction with the customer's Price Profile . Customer Special Pricing can be accessed in CDN .Net or CDN .Net Thin Client (Utopia). CDN .Net : Customer Special Pricing is a link in the Customer Edit screen. CDN .Net Thin Client (Utopia) : Customer Special Pricing can be found on the Price Profile screen. Select the Customer Pricing button. Search for a customer record At the top of the Customer Special Pricing [...]

Verify Count — 0.3%

[...] 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 [...]

CollisionVend - Machine Setup — 0.3%

[...] vending machines and coils, and place Customer Items in the proper coils. This process is tedious, so a much more efficient method of Vending Machine setup has been created: the CollisionVend Machine Setup page. Navigating to Machine Setup Navigate to Customer Inventory within ComCept .Net. Select a Vending Machine. Navigate to "Manage Machine Inventory" on the edit page. This is the Vending Machine Setup page. The screen was designed to be fast and easy to use, so you will not be presented with a lot [...]

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