**************************** * Product Inventory System * * Copyright: Joe Franklin * * Phone: (904) 562-5007 * **************************** Welcome to the "Product Inventory System" that was built according to your specifications! The system was designed to suit your needs and can be changed, or added to anytime you choose! This system presents an "Inventory Add Screen" which places the incoming stock from vendors directly into the warehouse. The system assigns store "0" to any warehouse inventory. Inventory can be distributed from the warehouse to any of your stores through the Inventory Movement Menu". Inventory can also be shifted from store to store or from a store back to the warehouse. The system always maintains current information on all stock wherever moved. The system also provides these functions: HELP SCREENS ------------ 1. Currently, this system presents three different "HELP" screens. The information you are currently viewing is accessible by depressing the "F1" key while at the system main menu. When at the inventory movement menu the system provides descriptons of the transaction codes when the cursor is positioned in the "TRAN" field (and "F1" is depressed). The system also presents a help screen when the cursor is positioned in the "CATEG" field. AUTOMATIC MARKUP FEATURE ------------------------ 2. The system allows for automatic markup of inventory coming into the warehouse by 15%. However, the system also allows the user to determine when and if to assign a markup to a product. The system defaults to always markup the product, but when the user places a "Y" into the markup field, automatic markup is not done, and the user then inputs his/her own price. Items that are assigned a price different than the automatic markup price retain a "Y" in this field so the user can detect when a price was assigned a manually entered value. INVENTORY LEVEL FEATURE ----------------------- 3. The system tracks the "LEVEL" of inventory for each product that is required to be maintained in the ware- house and alerts the user (by blinking the current level in "RED") anytime stock falls below the indicated amount. Also order reports reflect the number of each item to reorder based upon the "LEVEL which the user has identified. PRODUCT DATABASE QUERY ---------------------- 4. When you depress the "F2" key the system pops up a query of the products database to assist in selecting a product to be acted upon or viewed. This function uses the information that you enter to determine whether to present the information alphabetically by product code, or alphabetically by product description. If you enter a product code only, the system will present the first item it finds for that product code ("T" for tires). However, if you make an entry in the description field and then depress the "F2" key, the system will search the products database alphabetically by product name. and will stop on the product which most closely matches what you entered. If no product code or category entry is made, the system presents the first item in the database (in category order). The user can arrow up/down or page up/down to display all the products in the database. Pressing the "ENTER" key selects the product on which the cursor is positioned. Pressing the "ESC" key returns the user to wherever he/she was prior to depressing the "F2" key. NOTE: If your "NUM LOCK" key is on you will have to depress "Shift arrrow up/arrow down to move the cursor when in the query mode. PRODUCT DELETE FUNCTION ----------------------- 5. This function allows the user to delete a product from the database. To delete a product, the user must access the product he/she wishes to delete using the "Inventory Add Screen". When the product is displayed, depress the "Del" key. The system will query the database to see if any stores still carry the product. If the product level is greater than "0" for any store, the program will not allow deletion of the product. In order to delete the product, the user must debit the product out of inventory so no store has any. (which stores have the product and how many they have can be determined by accessing the PRODUCT HISTORY DISPLAY). Once this has been done, the product can be deleted from inventory. PRODUCT HISTORY DISPLAY ----------------------- 6. This function presents a display of all 7 of your stores inventory on the screen at once for a chosen product. If a store has ever had the product you are looking for, the current balance will be displayed for the store even if the balance is 0. If the store has never had the product, the store will not be included in the product listing. PRODUCT MOVEMENT HISTORY ------------------------ 7. This function presents a display of the last 4 months activity for a product for a specified store. The display includes Debits, credits, and sales. In order for the information displayed here to be reliable, you must decide what month will be the beginning month for entering data into the product inventory system. Once decided, no inventory or adjustments are to be entered for any store for a month that is prior to the start month. The system will however, accept and properly display adjustments etc. even if entered for past months, so long as it is not prior to the first month of beginning inventory. MOVEMENT HISTORY REPORT ----------------------- 8. This report was primarily built simply to get a printout of product movement from the database to check that the program was properly handling inventory movement. The report provides a listing of all product movement from each store, showing the number of a given product that moved and the cost of the product. Totals for each store are presented also. ORDER REPORT ------------ 9. This report provides a listing which shows the total number received, sold, credited, and debited for the current month and for each of the 3 preceding months. The report also includes a column which shows how many of a given item needs to be reordered (based upon the stocking level assigned to the product). This report requires that you use paper that is 14" wide. STOCK VALUE REPORT ------------------ 10. This report provides a printout of the entire warehouse stock. The report provides a breakdown of the cost of each item, the number on hand, and the total dollar value of each item. The report subtotals on product category and then provides a grand total of the entire warehouse stock for all categories. STORE COUNTS ------------ 11. This report prints the current inventory for a requested store showing the computer counts for each item and includes a column for the store to enter their manual inventory count for the item. A third column is included to show the variance, if any, between the two. WAREHOUSE TRANSACTIONS ---------------------- 12. This report shows the number of products that were transferred by day to each store, and the value of the products that were transferred. The report gives subtotals by receiving store, and by product code within each receiving store. The report also gives a total for what left the warehouse for the day. REINDEX DATABASES ----------------- 13. This option clears the database of previously deleted information (to provide additional disk space) and rebuilds the index files that are needed to perform system functions. It is recommended that this program be run once weekly. RUN BACKUP ---------- 14. This program calls your DOS backup utility, and backs up the system database files to your A: drive. EXIT TO DOS ----------- 15. This program allows you to maintain residence with the inventory system but allows you to temporarily exit to use DOS. The user is required to type the word "EXIT" at the DOS command line to re-start the inventory system. PURGE DATA ---------- 16. This program purges all data from the database which the program has stored regarding what inventory moved and where it was moved. None of the totals are affected. FORMAT A DISK ------------- 17. This program allows the user to format diskettes that are placed into drive a: *** NEW REQUIREMENTS *** --------------- Contact me if there are new functions/reports you wish to add to this system.