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Manufacture Batch Documentation — 31.3%

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 — 18.7%

Manage Generated PO/XFers Help Documentation — 1.7%

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 [...]

Receive Payments Help Documentation — 1.6%

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 [...]

Customers Help Documentation — 1.2%

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 [...]

Promotional Pricing Documentation — 1.0%

[...] 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 [...]

Returned Goods Purchase Order Help Documentation — 0.9%

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 [...]

Purchase Order Help Documentation — 0.9%

Create PO/Xfer Select Create PO/Xfer 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 information. [...]

PricePro Instructions and Setup — 0.8%

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 [...]

WO Processing Help Documentation — 0.7%

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 [...]

New Data Maintenance — 0.7%

[...] 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 [...]

Customer Inventory Help Documentation — 0.7%

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 [...]

Invoice Help Documentation Part 2 — 0.7%

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 [...]

CollisionLinx Orders Help Documentation — 0.7%

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 [...]

Invoice Help Documentation Part 1 — 0.7%

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 [...]

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 [...]

CollisionLinx Inventory Help Documentation — 0.6%

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 [...]

ComCept Report Engine — 0.6%

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 [...]

Security Changes 2018 — 0.6%

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 [...]

Receive PO Help Documentation — 0.6%

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 [...]

Customer Count Sheet Help Documentation — 0.5%

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 [...]

Mobile Suite - Count Sheets Help Documentation — 0.5%

[...] 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 [...]

CollisionLinx Count Sheets Help Documentation — 0.5%

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 [...]

Everything that changes Inventory Levels - Grouped by Documents — 0.4%

[...] 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 [...]

A/R credit holds — 0.4%

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 [...]

Manufacturer Help Text — 0.4%

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 [...]

Vendor Help Text — 0.4%

Vendors This task is used to search, edit, or inquire into the vendors on your system. Select Vendors from the 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

Signatures-Documentation — 0.4%

[...] 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 built [...]

Payroll Budgeting Training Documentation — 0.4%

[...] 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, [...]

Adjust Transfers Examples and Process — 0.4%

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 than what was shipped, [...]

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