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[...] 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 the formula Date Started – [...]
[...] removes any changes made to the Formula
8. Return To List - returns the user to the Formula's search screen
Note: You will be prompted to Save or Discard any changes if you have not already before you can leave the formula details screen [...]
[...] 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).
The search action buttons [...]
[...] orders: These are manually created Work Orders created within the ComCept Application via the Work Order Screen. Mobile Orders: These are the Wireless Salesmen Orders submitted by your Sales Staff via their Cell Phones. Customer Inventory Orders: These are generated from Customer Countsheets. CollisionLinx Work Orders: These are Previously Accepted CollisionLinx Orders that were created as Work Orders. CollisionLinx Orders (released): This is for visibility that your customers have submitted an CollisionLinx Order that needs to be accepted through the Online Orders section [...]
[...] 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 #5885) or start a new batch (i.e. select the (Create New) button). The payments you post will then be grouped withiin the payment batch you selected. This shows the [...]
[...] 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 to use as a picking ticket for the order. Perform final edits and additions to the worksheet to exactly match what is being shipped. [...]
[...] 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).
The screen [...]
[...] 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 [...]
[...] 3
Includes Security Level 2. Can modify the Net Price. Can pull up the "Details" Window. Invoice Screen: Additional Actions Menu Options: Can "Go to Order", "Create PO", "Void Invoice", "List Shipments", "Break Case" Invoice Shipments Screen [...]
[...]
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 [...]
[...] Code Search Rules for a complete discussion on this setting.
Always-Visible Buttons on Work Order Screen There are many print options on the work order screen, so these buttons have been grouped into menus. The goal is to free up screen space while maintaining a single-click experience.
One button in each group is always visible and can be accessed without opening the menu, and you may select which button to use on this preferences tab. The "Work Order Print" button group contains all standard work order [...]
[...] comma (,) PSD Truckload order (must be full case) Send PO via the Internet From the Create PO/Xfer screen (with the Purchase Order to be sent displayed on the screen) from the Action menu select Send PO via Internet Send Multiple PO’s via Internet To send more than one PO via the Internet, each PO must use all have the same shipping instructions and payment terms. You can not send a UPS order and Freight order on the same send. If the PO’s are PSD, they must each be a PSD order on their own. Sending multiple PO’s is designed so that [...]
[...] 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 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 may [...]
[...] from the Navigation Bar or from the Drop Down Menu Purchasing .
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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 information. Purchase order information, search, and control. [...]
[...] 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 [...]
[...] 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 not currently using batch approve and export areas of this application. You do NOT need to worry [...]
1. Bill Screen Bill Screen Post Date and Invoice Date fields When entering a vendor bill other than inventory bills that are done thru Enter Payables, the Invoice Date field will automatically update to the Post Date field date when the Post Date is changed from today’s date (default) to any other date. Vendor Bill Payment History link on the Bill screen From the bill screen, you can click on the Report link found on the second toolbar to the left of the Refresh button to [...]
[...] 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. All of the ship tos related to the bill to will be available in the dropdown. 5 OPTIONAL Change the count sheet name in the Count Sheet Name field. 6 Select the desired option from the Create Count Sheet by dropdown. There iso nly [...]
[...] the customer count sheet CustomerCountSheet_View - Allows the user access to the customer count sheet screen Navigate to the Customer Count Sheet Screen
Customer count sheet screen can be selected in the CDN .Net Left Nav in the Inventory section.
Create a Customer Count Sheet
1 Select the Add New button. The page below will be displayed.
2 populate the Bill To and Ship To fields with the appropriate customer 3 Type a name into the Count Sheet Name field. 4 Select how the count sheet should be populated [...]
[...] then 2) assigning the Attribute to the customer or inventory item. To access the Custom Attributes screen, select Custom Attributes under Company : Select Search to list all the current Attributes. When using the Name search box, use a % before the text of the Attribute you are looking for. Select Search . Only those Attributes with that text will be displayed. Add a New Attribute From the Attributes screen: Select Add New . The Details screen will open. Type in the Name of your attribute. Select [...]
[...] not be available to other users until they log off .Net and then log back on.
Search For Employees Screen
The Search For Employees Screen is the first screen that is displayed when the Employees task is selected. This screen is used to search for employees that exist on the system. Individual employees can then be selected for inquiry or editing from those displayed.
Also, new employees can be added by using the Add New button.
The work area or screen [...]
[...] stock level for one customer. CustomerInventory_View - Allows the user to see the Customer Inventory screen.
Navigation to the Customer Inventory Screen Customer Inventory can only be accessed in the CDN .Net thin client (Utopia). Select the Customer Inventory link in the Left Nav.
Open a Customer's Inventory After the Customer Inventory screen is opened a customer needs to be selected from the Bill To: dropdown. The user can accomplish this by typing in the customer's name or number. The dropdown results [...]
[...] your business. Note: The location records must be created in the initial setup. Search For Locations Screen The Search For Locations Screen is the first screen that is displayed when the Store Locations task is selected. This screen is used to search for locations that exist on the system. Individual locations can then be selected for inquiry or editing from those displayed.
The work area or screen area is made up of the following two sections: The [...]
[...] Refunds from the Navigation Bar or from the Drop Down Menu Order Entry – Billing .
Credit Memo Screen
This is the Credit Memo 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 Credit Memo screen is similar to the Invoices screen except for:
There is no Ship To customer drop down box. The Tender [...]
[...] Consignments from the Navigation Bar or from the Drop Down Menu Order Entry – Billing .
Consignments Screen
This is the Consignments 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 Consignments screen is similar to the Invoice screen ecept for:
The Consignment Type must be selected. The Consignment [...]
[...] Billing.
Release Shipment
Before you can invoice an individual shipment on the Invoice Shipments screen, the shipment must be released . 1. Open the shipment. 2. From the Actions menu, select Release Shipment . 3. The Ship Status will change to Released .
Shipment List Screen
This screen lists all the open Work Orders that have Shipments ready to be invoiced. Only shipments with a Ship Status of Released will be displayed. Select the desire shipment or “Select All” for all shipments in a work order [...]
[...] 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. All of the ship tos related to the bill to will be available in the dropdown.
5 OPTIONAL Select a technician from the Tech dropdown. All of the bill to's technicians will be available in the dropdown.
6 OPTIONAL Select a location from the Location dropdown. [...]
[...] the customer count sheet CustomerCountSheet_View - allows the user access to the customer count sheet 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 Count Sheet
Select the Count Sheets tab.
Create a CollisionLinx Count Sheet
1 Select the Add New button. The page below will be displayed. [...]
[...] created.
Preferred Bin
The Preferred bin is assigned to the item in the local inventory maintenance screen. All location types can assign a Preferred bin for all, some, or none of their inventory items, although warehouse locations should always have one assigned. Only Picking and Overflow bins can be assigned as Preferred bins.
Picking Bins Picking bins are where items are pulled from to fill orders. Preferred bins should primarily be Picking bins.
Overflow Bin Overflow bins store inventory that will not fit in the picking bin(s). Picking bins are restocked from [...]
[...] Report. View of Display Report: You can run the report from any location. To access the shipping screen, you need to be logged to the location where the shipment was created. Click on the ID number underlined in the report and you will be taken to the shipping screen. Released shipments with no related invoices either need to be invoiced or cancelled (because the invoice was voided after being created). If the shipment was released but the invoice was not created, click on Actions, Create Invoice. You will be taken to the Invoice