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Category
Codes |
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The Category Codes
screen allows the operator to maintain a set of codes
used to describe the category or classification of a
particular inventory item. |
|
Currency
Codes |
 |
The Currency Codes
screen allows the operator to maintain a set of codes
used to describe the currency of a particular inventory
item. |
|
Customer
Types |
 |
The Customer Types
screen allows the operator to maintain a set of codes
used to describe the type of customer assigned to the
sale of a particular inventory item. |
|
Customers |
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The Customer screen
allows the operator to maintain important contact and
identification information of customers who have
purchased products. |
|
Finish
Codes |
 |
The Finish Codes screen
allows the operator to maintain a set of codes used to
describe the type of finish for a particular inventory
item. |
|
Grade
Codes |
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The Grade Codes screen
allows the operator to maintain a set of codes used to
describe the type of grade for a particular inventory
item. |
|
Location
Codes |
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The Location Codes
screen allows the operator to maintain a set of codes
used to describe the location in which a particular
inventory item will be sent from. |
|
Inventory
Types |
 |
Mainly used to designate
transaction types, the Inventory Types screen allows
the operator to maintain a set of codes used to
describe the various system processes and transactions
used in the system (i.e. SLS = sales, ADJ =
Adjustments, etc.) |
|
Items |
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The items screen allows
the operator to enter in and track all pertinent
information about an inventory item, including its
dimensions in both metric and U.S. measurements. |
|
Quality
Codes |
 |
The Quality Codes screen
allows the operator to maintain a set of codes used to
describe the quality of a particular inventory item. |
|
Order
Entry |
|
|
The Order Entry screen
is the most complex screen within the Quarry Management
system. It allows the operator to enter in and
track open orders, quotations, or shipped orders using
one process. It is divided into 4 sections, as
follows: |
 |
- Customer
Data -
The opening screen
of the order entry allows for the selection of a
customer and salesman and the filling out of the
sold to portion of an order or quote. There are
three types of entries that can be made – a quote,
a new open order, and an entry of an already
shipped order, a “post bill”. Currently, the
“Other” type of entry is undefined.
|
 |
- Shipping
Data -
This area of the order entry allows for the entry
of ship to data, job name reference, and any
delivery instructions This portion of the entry
screens will contain the Ship To information as
well as Job Name, shipper, and associated delivery
instructions. These will be printed on the order
form.
|
 |
- Product Data
- This area of an order or quote allows the
operator to enter the specific items for the order
or quote. The item number is selected based upon a
predetermined set of codes. Once selected, the
remaining fields are filled in for viewing and
printing purposes. At any point, additional
description lines may be typed by skipping the
item number entry.
For items and
services sold (such as freight, handling, cutting,
polishing charges, etc.) the operator will load
into the product item database items for each
special charge. In that way, the line can be
selected off the drop down list box by item. In
this portion of the order/quote entry, there is a
button on top of the page that, when clicked
allows the user to enter a specification of what
the client needs.
The operator can
then decide to pick what the program suggests or
schedule a custom cut to fulfill the order. The
operator can enter ANY of the fields in the
inquiry popup screen and click on the Search
button to have the program attempt to match the
client’s needs. If the program finds one or more
“potential solutions” in inventory, it will
display them in a browse window for easy selection
by the end user.
|
 |
- Tracking
Data -
This page will
allow the entry of a series of dates and the quote
number (if applicable) and total sales amount. A
separate area for notes is attached to the
individual order or quote for reference purposes
and for printing on the order form.
The operator
can track a quotation through the order process,
and through invoicing. The invoice number, when
assigned, will be automatic, adding one to the
largest prior number. The operator can override
the number and the system will then use that
larger number as the next number to add one to for
the next new invoice. The invoice date will be
filled with the date that the invoice number is
assigned. This date can be overridden if
necessary. The due date will be automatically
calculated for Net 15 and Net 30 accounts
(customers with those terms in their file and on
the associated invoice field). If the terms are
NOT Net or Net 30, then the due date will become
the same as the invoice date.
|
|
Shipped Item Posting |
 |
The shipped item posting
procedure allows the operator to enter in shipped item
records for a series of items for one Bill of Lading.
The operator would use this procedure when shipping
items based on a BOL, or when they have too many items
to enter using the shipped item process on the order
entry screen. |
|
Status
Codes |
 |
The Status Codes screen
allows the operator to maintain a set of codes used to
describe the status of a particular inventory item. |
|
Salesman |
 |
The Salesman maintenance
screen allows the operator to maintain a set of codes
used to identify salesmen assigned to sales of
inventory items. |
|
Unit
of Measure (UOM) Codes |
 |
The UOM Codes screen
allows the operator to maintain a set of codes used to
describe the unit of measure of a particular inventory
item. |
|
Cut
Orders |
 |
This procedure allows
the operator to create cut order records for a
particular item needing to be added to inventory
(similar to a purchase order). |
|
Receipts
Posting |
 |
This procedure allows to
to enter in information about a cut order that has been
received and added to inventory. |
|
Adjustments
Posting |
 |
This procedure allows
the operator to adjust the on-hand quantity of any item
in inventory. |
|
Audit
Inventory |
 |
This procedure allows
the operator to report any transactions performed
within the system for any item. |
|
Customer
Master Listing Report |
 |
This interactive query
procedure allows the operator to lookup customer
information and print/view a report matching criteria
that they enter. |
|
Stock
Status Report |
 |
This procedure allows
the operator to check the status of any inventory items
and print/view a report matching the criteria that they
enter. |
|
Stock
Valuation Report |
 |
The stock valuation
report allows the operator to print/view a valuation
recap (cost vs. retail price) of any inventory items
matching the criteria entered. |
|
Production
Recap Report |
 |
This procedure allows
the operator to print/view inventory items produced
based on the criteria that was entered. |
|
Inventory
Inquiry Report |
 |
This procedure allows
the operator to quickly lookup and print/view an
inventory item based on the criteria that they enter. |
|
Sales
Recap Report |
 |
This report allows the
operator to print/view sales information for any
inventory items that meet the criteria that is entered. |
|
Open
Order Report |
 |
This procedure allows
the operator to print/view a listing of any open orders
yet to be shipped. |
|
Quote
Recap Report |
 |
This procedure allows
the operator to print/view a listing of any quotations
sent to prospective customers in order to follow-up and
turn these quotation into open orders or sales. |
