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 [...]

CollisionLinx Help Documentation — 2.0%

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 [...]

Purchase Order Help Documentation — 1.9%

[...] 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. Purchase order information, search, [...]

Everything that changes Inventory Levels - Grouped by Documents — 1.5%

[...] 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 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 [...]

Receive PO Help Documentation — 1.4%

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 [...]

Work Order Find Open Orders — 1.3%

Summary Many distributors choose to re-use an open Work Order for weekly or daily orders. The shipments are later combined onto one invoice. This enables the distributor to record and ship items over time, while submitting a single invoice to the customer at the end of the billing cycle. The purpose of the Find Open Work Orders feature is to assist distributors in [...]

Work Order Help Documentation — 1.1%

Work Orders The Work Orders task is a multiple step process that allows the creation of multiple shipments and invoices from the same work order. The steps are: Create the Work Order. Print the Work Order (optional). Print the Picking List (optional). Create the Shipment from the Work [...]

A/R credit holds — 1.0%

[...] 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 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 [...]

Mobile Suite - Orders Help Documentation — 0.9%

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. All of the ship tos related [...]

Preferences Documents Tab Help Documentation — 0.9%

[...] on Item 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 [...]

Customers Help Documentation — 0.8%

[...] 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 (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 [...]

Mobile Suite - Count Sheets Help Documentation — 0.8%

[...] Mobile 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 different ship to from the Ship To dropdown. All of the ship tos related to the bill [...]

Receive Payments Help Documentation — 0.7%

[...] 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 immediately applied to the customer account balances and statements whether or not the Payment Batch is posted. This is 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 [...]

Closing Open Work Orders — 0.6%

You can handle closing open work orders a couple different ways. Call the WO up on your work screen: This a one at a time deal. Click on actions menu. Select Close [...]

3M Order Center Functionality - Steps to Upload Orders Directly to 3M — 0.6%

Step 1: Electronically download/export your order out of your system into Excel. Format should include just two columns, Product number (product number without any prefixes like MMM or 3M) and quantity you wish to order. Note: Prior to placing your first order, contact your CSR to verify which billing unit you will be using. (e.g. case or box) Also, you will need to be consistant in your ordering pattern and not bounce between cases and eachs for your quanitites. But your CSR can assist you on this. Here is [...]

Customer Count Sheet Help Documentation — 0.5%

[...] 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 user to create a Work [...]

CollisionLinx Count Sheets Help Documentation — 0.5%

[...] 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 [...]

Security Permission to Security Level Map — 0.5%

[...] 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 ü ü Allow user to change a consignment to a Consignment Credit. POS_Credit_Save ü ü Save Credits. POS_Credit_View ü ü Navigate to the Credit screen. POS_Credit_Void ü Void a credit POS_Invoice_InvoiceShipments ü Send multiple shipments to one invoice POS_Invoice_RelatedShipments ü View related shipments for an invoice POS_Invoice_Void ü Cancel an open [...]

Security Changes 2018 — 0.5%

[...] Security Level 3 or users with the permission, “PurchaseOrder_New” in their roles can create new Purchase Orders. No More Security Levels in Point of Sale All the ComCept Point-of-Sale functions are now entirely dependent on Permissions, not Security Levels.  This change means giving a user Security Level 1 will no longer provide them with access to Invoicing, for example.  As you create new users in your data, you must assign them to groups that grant Point-of-Sale permissions, as Security Levels will no longer work. Note: Purchasing functions, [...]

Axalta ePOs — 0.5%

Axalta OMS Purchase Orders Create CDN Purchase Order Must include the appropriate Axalta OMS Purchase Order codes in the Customer Message box (see below for values): Regular order (may be broken case) Customer Message options examples (capitalization must match for the first two values separated by the commas): Regular order (may be broken case) - Freight,10A022,enter any comments you need after the 2nd comma (,) Note: "Freight" must start with [...]

Legacy Reports Help Documentation — 0.5%

[...] report allows a user to search for all posted transactions based on the parameters supplied. Purchase Orders The Purchase Orders report is used to display basic invoice information. Select the Edit Parameters button to set a date range or other filters to limit the number of purchase orders displayed on the report. This report has a special ability to display the purchase order when the user selects the desired purchase order ID from the report. Recurring [...]

Work Order Auto-reduce Quantity To Pick — 0.4%

Summary Distributors with high-volume warehouses will benefit from new features in the Work Order picking and shipping process.  Pick Slips will indicate the quantity to pick, which may have been automatically reduced from the original ordered quantity in situations where stock availability is insufficient.  Pickers will know before they arrive at the stocking bin how many units they should short-pick.  Also, a new time-saving workflow step has been added to the processing of discrepancies on the shipping confirmation document. Preference [...]

Mobile Shop - Replenishment — 0.4%

[...] Mobile Shop – Replenishment From the Mobile Shop Feature (Main) Menu tapping on Replenishment will open the Replenishment Menu screen. This is the screen where you will make your entries for items you use from your shop’s inventory. This screen has the following entry fields : Dept, Tech, RO and Item . The Item List dialog box is where the Qty, Item Code and Description are displayed. At the bottom of the Replenishment Menu screen is the Replenishment Menu Control Bar Items, File and Data .   Mobile Shop - Replenishment Information Fields Dept . is the Ship [...]

Invoice Help Documentation Part 2 — 0.4%

[...] where described earlier: Make Payment Save Print Print / New Print (setup) Print Preview Go To Order If the Invoice came fro ma Work Order, the originating Work Order will be displayed. If not, the latest Work Order will be displayed. Switch to the Work Order Help Documentation . Create PO This option creates a Purchase Order [...]

Radio Beacon - What documents it receives and produces — 0.4%

[...] Warehouse Management Systems (WMS) we support.  It handles all of the allocation, picking and receiving of orders for some of our distributor warehouses.  The store Database sends purchase orders and returned goods purchase orders throughout the ePO process to the warehouse database.  Once the orders are received they are processed automatically through ComCept .Net and downloaded into Radio Beacon.  The warehouse also has the ability to create its own documents, [...]