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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 affect inventory once the batch is complete. Users can alter the batch, any alterations [...]
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.
Formulas There are currently two types of formulas, Product and Packaging. Product formulas are designed to [...]
Manage Generated Pos/XFers
This functionality if used to its maximum capacity completely removes the need to log into another store location to print drop ship PO's or release Transfers or Quick Transfers.
Purchase Order/Return Goods PO flow:
Generate the order Edit quantities or add items as required. Change Sort on the order as desired. "Complete" the PO. Employee number is required Upon selecting to "Complete" the PO an option to also print [...]
Receive Payments The Receive Payments task is used to: Post payments received from customers or miscellaneous sources. Apply payments to customer accounts receivable invoices. Apply discounts to customer accounts receivable invoices. Reverse Bad Check payments received on customer accounts receivable and re-open invoices. Inquire into customer open accounts receivable detail and customer payment history. Notes:
When payments are entered, they are [...]
Customers
This task is used to search, edit, or inquire into the customers on your system.
Select Customers from the Navigation Bar or 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 [...]
[...] 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 database. If you have an item [...]
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 [...]
CollisionLinx Orders
CollisionLinx Orders allows the user to generate orders at the shop and send them directly their distributor.
Associated Permissions
ExtranetCustomer_OnHands_View - Allows the user to see the on hands in the item grid ExtranetCustomer_OnHands_View_Alternate_Location - Allows the user to see other locations' on hands ExtranetCustomer_OrderAddItem - Allows the user to add items to an order ExtranetCustomer_OrderCancel - Allows [...]
[...] 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 serve to lower the price already offered to customers. PRIORITY Promotions take priority over regular pricing and customer special pricing. [...]
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 and invoiced. Close: Will [...]
[...] 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 updates can even [...]
The Short Version We made some positive changes to security, to make ComCept easier to lock down.
ComCept .Net checks permissions in more places now, so we temporarily gave your users these permissions. Doing so keeps everyone from losing functionality until you manually take them away. We did this by adding new groups with the new permissions to your data, and then we assigned the new groups to your users.
You should add these new permissions [...]
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 [...]
ComCept Reporting Improvements 2016
ComCept 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 [...]
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 [...]
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 - [...]
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 [...]
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. [...]
[...] 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.
Select the Address Edit button on the far right of the Vendor Information heading line to [...]
[...] 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 are made up of at least four totals boxes (if no sales tax is charged) and at least five totals boxes (if sales tax is charged). There [...]
[...] Suite Count 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 [...]
[...] CollisionLinx Count 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 the customer [...]
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 specific amount. Credit Holds only apply to customers with a credit limit, and whose credit status is listed [...]
Receive PO/Xfer
The Receive PO/Xfer task is used to receive purchaser orders/transfers that were created using the Create PO/Xfer task.
Select Receive PO/Xfer from the Navigation Bar or from the Drop Down Menu Purchasing .
Search for Open PO/Transfer
When the Receive 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 [...]
Mobile Suite - Orders
Mobile Orders are designed to allow the salesman to create an order for a customer from their mobile device.
Create a Mobile Order
1 Select the Orders 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 field will be autopopulated.
4 OPTIONAL Select a different ship to from the Ship To dropdown. [...]
[...] 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
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 [...]
Overview
ComCept.NET Time Clock functionality has been changed to include many new features. The first release of time clock allowed for basic clock-in/clock-out along with a simple admin section to adjust times as needed.
The Admin section of time clock now includes alternate pay codes to add entries for Vacations, Holidays, Sick Pay, etc. There is also a Company Settings area to set up other features such as Pay Periods, Overtime Calculation settings, Auto-Lunch deductions, [...]
The Short Version ComCept .Net is continuing efforts to migrate away from Security Levels to a total role-based security system where you have more granular control over user access.
In Phase I of the project, we moved all point-of-sale (POS) based functions to role-based security. POS functions were contained in Security Levels 1-3.
In Phase II of the project, we have moved all non-POS based functions in Security Levels 1-3, along with all functions in Security Levels 4-6 to [...]
[...] 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 more [...]
Manufacturers
This task is used to search, edit, or inquire into the manufacturers on your system.
Select Manufacturers from the Navigation 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 [...]