POS Instructions
 

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TABLE OF CONTENTS - Detailed Version

Click here to go to the Condensed Version of the POS Instructions

Sign On / Sign Off

Counter Sale Entry

Add a Customer / Ship To

Accounts Receivable Pay-Off

Add a New Item / Part Number

Set Up Min/Max – Order Quantities in the Warehouse

Change an Existing Item

Change or Add a Unit of Measure (UOM)

Change Cost and List/Selling Price

Update Cost and List/Selling Price

Print a Shelf Tag / Bar Code Label

Add a Vendor

Change a Vendor Record

Create a Purchase Order

Create Purchase Orders from PO Entry

Create Purchase Orders from Suggested PO Entry

Change an Existing Purchase Order

Print a Purchase Order or P.O. Reprint

Receiving

Entering Adjustments

Change a Part Number to Another Number

Delete an Item

Running End of Day Reports

IC Verify Batch Settlement

Running End of Month Reports

        (Part One / Part Two)

Backing Up the Computer Systems

SIGN ON / SIGN OFF

From the FACTS7 Icon on the desktop double left click
bullet Sign On: both the User Code and Password entries are case sensitive—must be typed in upper case. User Code and Password are predetermined and may be changed by the home office.
bullet Company: Eastbank = 06; Gulfport = 09; Stennis = 07; Westbank = ; Seymour Johnson =04; Eielson = ; Ft. Campbell = ; Atlanta =
bullet Change Users: type OFF at any menu and Sign On.
bullet Sign Off FACTS: always type BYE from any menu and stroke enter or fix the mouse cursor to the END prompt at the sign on window and left click.

COUNTER SALE ENTRY

From the Main Menu: Counter Sale Entry

bulletFACTS defaults to the Counter Sales Entry window. Prompts are listed at the bottom of the window (screen):
  1. Enter Doc or Customer Number: To gain access to a document use the F10 key—described in 4–b. Using a customer number is explained below under the heading: Utilize an Existing Customer.
  2. F1-Add is used to add a new customer and is explained under the heading: Add a New Customer.
  3. F2-Cust Search is used to search for an existing customer and is explained under the heading: Utilize an Existing Customer.
  4. F10-Menu is used for the following:

    a. New Document Number… Allows use of a predetermined document number. Stroke enter and type the Document number in the Attention! window. Stroke enter, the cursor defaults to Doc/Cust. Proceed with the Counter Sale—explained below beginning with: Add a New Customer.

    b. Open Existing Document… Type O or use the down arrow to highlight it and stroke enter, all open documents (AR’s, plus any of today’s transactions appear in a window). Type the LN # or use the up-down arrow to highlight the desired document and stroke enter. Document will appear.

    c. <Delete Document> Type D or use down arrow to highlight it and stroke enter. Two windows will appear: 1) Delete Document Delete the entire document? No 2) No Do not Delete Yes Delete Stroke enter to accept No Do not delete or use the down arrow to highlight Yes Delete and stroke enter to delete the document. FACTS defaults to the Counter Sales Entry with the cursor at the Doc/Cust prompt.

    ** THIS IS BENEFICIAL IF THERE IS A NEED TO END A COUNTER SALE ** i.e., the customer’s card is declined, he decides he does not want to continue his purchase, the customer is not approved to purchase by the cardholder, etc.

    Stroke F3-End Entry; then type F10-Menu and select <Delete Document> and proceed.

    d. Exit type X or arrow down to highlight it and stroke enter. The document is deleted and FACTS defaults to Counter Sales Entry window.

  5. F4-End is used to return to the Main Menu
bulletUtilize an Existing Customer: Type the customer # or use the F2 search key—to search by other than the customer#: Alpha, Contact, Phone, Customer, or Class, stroke F2 and type the letter or use the up-down arrows to highlight the desired entry and stroke enter—by scrolling through the selections and highlighting the customer and stroking enter.

If a customer is entered that has an Account Receivable past due (more than the predetermined number of days: seven or thirty days), an Attention! window appears indicating a past due balance. After dealing with this, stroke enter to proceed.

ADD A CUSTOMER/SHIP TO
bulletStroke F1 to Add a customer. FACTS defaults to the Quick Customer Add—Main window. The cursor defaults to the *. Customer ……….. prompt. Stroke F1 to accept the NEXT customer number or type a predetermined, unused number and stroke enter.

 

1. FACTS cursor defaults to 2. Name ‘last name, first name’ must be typed and stroke enter.

2. FACTS cursor defaults to 3. Address 1; type information and stroke enter or stroke enter to skip;

3. FACTS cursor defaults to 4. Address 2; type information and stroke enter or stroke enter to skip;

4. FACTS cursor defaults to 5. City; the customer’s detachment must be typed and stroke enter;

5. FACTS cursor defaults to 6. State; type the information and stroke enter or stroke enter to skip;

6. FACTS cursor defaults to 7. Zip Code; type the information and stroke enter or stroke enter to skip;

7. FACTS cursor defaults to 8. Address 3; type the information and stroke enter or stroke enter to skip;

8. FACTS cursor defaults to 9. Phone # 1; the customer’s duty phone number must be typed and stroke enter.

9. FACTS cursor defaults to 10. Phone # 2; type the information and stroke enter or stroke enter to skip;

10. FACTS cursor defaults to 11. Contact 1; if this customer is not the cardholder but is authorized to buy, the cardholder’s first and last name must be typed and stroke enter. If the customer is the cardholder, stroke enter to skip.

11. FACTS cursor defaults to 12. Contact 2; if the customer is not the cardholder, the cardholder’s duty phone number must be typed in this field.

12. FACTS cursor defaults to 13. Alpha. The first 10 characters of 2. Name will default in this field. Accept the default by stroking enter or change the Alpha by typing a predetermined 10 characters or less and stroke enter to accept the change.

bulletFACTS defaults to the Quick Customer Add—Accounting window.

1. FACTS cursor defaults to 2. Terms Code. Stroke enter to accept the default: 7. Changes can be approved through the home office.

2. FACTS cursor defaults to 3. GL Table. Stroke enter to accept the default: ALL.

3. FACTS cursor defaults to 4. Tax Code. Stroke enter to accept the default: predetermined. If the customer is not exempt from being taxed, stroke the F2-Search key and select the state initials: AK, GA, KY, LA, MS, or NC where the store is located and stroke enter.

4. FACTS cursor defaults to 5. Tax Rate. Stroke enter to accept the default: X Exempt. If the customer is not exempt from being taxed, stoke enter to accept H High. The FACTS system will calculate the tax amount and add it to the sale.

5. FACTS cursor defaults to 6. Exempt #. Stroke enter to accept the default: blank.

6. FACTS cursor defaults to 7. Credit Limit. Stroke enter to accept the default: predetermined—changes can be approved through the home 0ffice.

7. FACTS cursor defaults to 8. Use Ledgercards. Stroke enter to accept the default: Y.
bullet FACTS defaults to the Quick Customer Add—Invoicing window.
  1. FACTS cursor defaults to 2. Price Level. Stroke enter to accept the default: 0.
  2. FACTS cursor defaults to 3. Invoice Discount %. Stroke enter to accept the default: .00.
  3. FACTS cursor defaults to 4. Commission % ……... Stroke enter to accept the default: No Priority.
  4. FACTS cursor defaults to 5. Message ……………. Stroke enter to accept the default: blank or type a message (20 characters max) and stroke enter.
  5. FACTS cursor defaults to 6. Ship Via. Stroke enter to accept the default: DIRECT.
  6. FACTS skips 7. UPS Zone, 8. Commercial/Resident B, 9. Route N/A.
  7. FACTS cursor defaults to 10. Ship-to. Stroke enter to accept the default: SAME.
  8. FACTS cursor defaults to 11. PO Required. Stroke enter to accept the default: N Purchase Order # Not Mandatory.
  9. FACTS cursor defaults to 12. Store SO Sales. Stroke enter to accept the default: SO.
  10. FACTS cursor defaults to 13. Allow Backorder. Stroke enter to accept the default: Y.
  11. FACTS cursor defaults to 14. Store SO Sales. Stroke enter to accept the default: Y.
  12. FACTS cursor defaults to 15. Invoices. Stroke enter to accept the default: Y.
  13. FACTS cursor defaults to 16. Pmyt History. Stroke enter to accept the default: Y.
  14. FACTS cursor defaults to 17. Pick Ticket Prices. Stroke enter to accept the default: None.
  15. FACTS cursor defaults to 18. Print Cust Item #’s. Stroke enter to accept the default: None.
bullet FACTS defaults to the Quick Customer Add—Miscellaneous window.

1. FACTS cursor defaults to 2. Customer Class. Type the LN number or use the down arrow to highlight the selection: COM Commercial Contractors; EMP Employees; GOV Government/Military. Stroke enter to accept the selection.

2. FACTS cursor defaults to 3. Cust Price Class. Type the LN number or use the down arrow to highlight the selection: EMP Employees; OTH Non-employees. Stroke enter to accept the selection.

3. FACTS cursor defaults to 4. Slsp/Terr. Stroke enter to accept the default: 00 DEFAULT.

4. FACTS skips 5. Assigned Date ……………. N/A and 6. Lead Source N/A.

5. FACTS cursor defaults to 7. Branch. Stroke enter to accept the default: # of the location.

bullet FACTS defaults to the Quick Customer Add—Main window prompt: OK to save changes? (Y/N) Y. Stroke enter to save changes.
bullet FACTS defaults to the Quick Customer Add – Main window. Stroke F4-End to return to the Counter Sales Entry window. The customer will be added and the cursor defaults to the Ship-To prompt.
bullet Ship-To: the Ship-To is a shopper authorized by the cardholder to purchase. Once the customer is entered, the cursor defaults to the Ship-To prompt—if Ship-To purchasers are set-up, the Ship-To Search window will appear listing them—type the LN number or use the up-down arrows to highlight the desired Ship-To and stroke enter. FACTS cursor defaults to the Counter Sales Entry window at the Reference # ………………… prompt.
  1. Add a Ship-To: If the Ship-To(purchaser) is not listed in the search window, stroke F4-Backup. FACTS cursor defaults to the Counter Sales Entry window Ship-To prompt. Type the first four letters of the purchaser’s last name (once set-up, these four letters become the Alpha search for this Ship-To) and stroke enter. An Attention! window appears: Missing Ship-To. Add as permanent Ship-To? The following prompt appears at the bottom of the window: CR-OK, F4-Cancel; stroke enter to add the Ship-To.

    FACTS defaults to a Ship-To Address window and lists the cardholder’s information. The cursor defaults to the first letter of the Name prompt. Type the first, then last, name of the purchaser (over the cardholder’s name). Stroke enter to accept all defaults: Address 1, Address 2, City, State, Address 3, Tax Code, and Rate. FACTS cursor defaults to the Counter Sales Entry window at the Reference # ………………… prompt.

  2. To Use the Customer as the Purchaser: At the Ship-To Search window, stroke F4, then stroke enter. The cursor defaults to the next counter sales prompt: Reference #………………….
bullet Reference #: type any reference number requested by the customer or leave blank. Stroke enter; FACTS cursor defaults to the Salesperson prompt.
bullet Salesperson: type the initials of the employee entering the transaction, then stroke enter. FACTS cursor defaults to the prompt to enter items.
bullet Add products to purchase: there are four ways to add items to the counter sale.
  1. Scan the item
  2. Scan the shelf tag
  3. Type the part number from the product or shelf tag
  4. Use the F2 search key—to search by other than the Item #, Alpha (description), Interchange, or Class, type the letter or use the up-down arrows to highlight the desired search and stroke enter—and scroll through the selections to highlight the item, and stroke enter.

    When the item is sold in multiple units of measure a window will appear with the options. Use the up-down arrows to highlight the correct UM and stroke enter to select it.
    bullet Quantity: if the quantity is 1, stroke enter (default), otherwise, type the amount and stroke enter. FACTS cursor defaults to the next add item prompt.
    bullet End item entry: stroke F3. Changes may be made to the sale by using the up-down arrows to select an item to:
    1. Edit – enter; then change the quantity of the line item
    2. INS – insert; add another item to the counter sale
    3. DEL – delete; deletes the line
    4. Done – F3 key; continue to the credit card window prompt
    5. Menu – F10 key; deletes the entire document, use the up-down arrows to highlight Delete Document, then stroke enter. Use the up-down arrows to highlight Yes Delete to delete the entire document.
bullet End the Sale—I C Verify: at the charge prompt stroke enter. Swipe the credit card on the keyboard. (If the card has been swiped previously, stroking the F2-Card Swipe key simulates swiping the card.) Once approved, stroke enter.

1. FACTS cursor defaults to Cash Terms. Stroke enter to accept the default: .00.

2. FACTS cursor defaults to A/R Terms. Stroke enter to accept the default: 7 or 30—depending on the system default.

3. FACTS defaults to the Print Ticket prompt. Stroke enter to accept the Yes default and the sales slip prints. Have the customer sign the sales slip and the transaction is complete.

bullet End the Sale—Visa Machine: at the charge prompt stroke enter. Swipe the credit card on the keyboard, then swipe the credit card in the Visa machine. FACTS defaults to the Visa authorization number prompt. Type it from the Visa machine transaction and stroke enter.

1. FACTS cursor defaults to Cash Terms. Stroke enter to accept the default: .00.

2. FACTS cursor defaults to A/R Terms. Stroke enter to accept the default: 7 or 30—depending on the system default.

3. FACTS defaults to the print ticket prompt. Stroke enter to accept Yes and the sales slip prints. Have the customer sign the sales slip and the Visa receipt and the transaction is complete.

bullet Create an Account Receivable: at the charge prompt type zero – 0. Stroke enter to accept all defaults until the cursor prompts print ticket. Stroke enter to accept the Yes default and the sales slip prints and the transaction is complete.

Have the customer sign the sales slip.

ACCOUNTS RECEIVABLE PAY-OFF

from the Store Manager’s menu: Cash Receipts & Adj Entry

bulletType the Line # or use the up-down arrows to highlight Cash Receipts & Adj Entry and stroke enter. The cursor defaults to Batch. Type 01 and stroke enter.
bulletFACTS defaults to enter current cash receipts deposit (batch) total, stroke enter to continue to the Customer prompt. To select the customer type the customer # or use the F2 search key—to search by other than the Number: Alpha, Contact, Phone, Customer, or Class, stroke F2 and type the letter or use the up-down arrows to highlight the desired entry and stroke enter—to scroll through the selections, highlight the customer, and stroke enter.
bulletAt the Check prompt, stroke F3-Cash.
bulletFACTS defaults to the Date prompt. If the Date is correct, stroke enter; otherwise, change the date and stroke enter.
bulletFACTS defaults to the Check Amount prompt. Stroke enter. FACTS calculates the total of the Account Receivables owed. If the customer does not want to pay off the total amount (may owe $3,000, but has a credit card limit of $2,500), override the amount by typing the payment and stroking enter.
bulletAt the Memo prompt type vital information or leave blank and stroke enter.
bulletFACTS defaults to the Curr Amt with the following options:
  1. Auto Apply: type A and stroke enter and the total amount owed will be applied to FACTS. Using Auto Apply pays off all Account Receivables owed.
  2. Step Thru: using Step Thru pays off selected Account Receivables.

    Type S and stroke enter. FACTS cursor defaults to the first invoice at the PAYMENT prompt with the following prompts listed at the bottom of the window: ENTER PAYMENT, D-DELETE PAYMENT, F1-SKIP, F2-APPLY, F3-END, F4-BACKUP.

    Stroke F2-APPLY to select this invoice for payment or F1-SKIP to leave it open. Continue this process until all invoices are selected; stroke F3-END.

    If the Step Thru payment total does not equal the amount in the Check Amount field, stroke F4-End Distribution; then stroke F2-Change Header.

      1. FACTS cursor defaults to the Date. Stroke enter.
      2. FACTS cursor defaults to the Check Amount. Type in Step Thru payment total and stroke enter.
      3. FACTS cursor defaults to the Memo field; type vital information or leave blank and stroke enter.
      4. Stroke the F1 Charge key. (Applies payment to the FACTS system.)
  3. Remainder on Account: will not be used.
  4. Miscellaneous Cash: will not be used.
  5. List Documents: stroke enter to view Account Receivables that combine to give the total.
  6. List Credits: stroke F2 to view credits that have been applied to the total.
  7. List Selected: will not be used.
  8. End Distribution: F4 should not be stroked until you have applied step # 1 or # 2. Once entered, FACTS defaults to the bottom of the window with the following prompts:
      1. Delete Check: type D and this transaction will be deleted.
      2. Charge: stroke F1; applies the payment to the FACTS system.
      3. Change Header: stroke F2 to change any information in the header.
      4. Apply Check: will not be used unless the AR is being paid by check .
      5. End: stroke F4; FACTS defaults to the credit card transaction.
bullet End the Transaction—I C Verify: At the charge prompt stroke enter. Swipe the credit card on the keyboard. (If the card has been swiped previously, stroking F2-Card Swipe simulates swiping the card.) Once approved, stroke enter.

1. FACTS cursor defaults to Cash Terms. Stroke enter to accept the default: .00.

2. FACTS cursor defaults to A/R Terms. Stroke enter to accept the default: 7 or 30—depending on the system default.

3. FACTS defaults to the Print Ticket prompt. Stroke enter to accept the Yes default and the sales slip prints. Have the customer sign the sales slip and the transaction is complete.

bullet End the Transaction—Visa Machine: At the charge prompt stroke enter. Swipe the credit card on the keyboard, then swipe the credit card in the Visa machine. The FACTS system will prompt you for the Visa authorization number, type it in and stroke enter.

1. FACTS cursor defaults to Cash Terms. Stroke enter to accept the default: .00.

2. FACTS cursor defaults to A/R Terms. Stroke enter to accept the default: 7 or 30—depending on the system default.

3. FACTS defaults to the print ticket prompt. Stroke enter to accept the Yes default and the sales slip prints. Have the customer sign the sales slip and the Visa receipt and the transaction is complete.

 

ADD NEW ITEM

From the Store Manager’s menu: Item F/M

bullet Type the Line # or use the up-down arrows to highlight Item F/M and stroke enter.
bullet FACTS defaults to *. Item ..………………. Type the new item number and stroke enter.
    1. FACTS defaults to the bottom of the window: Record not found. Create new record? (Y/N), F4-Backup Y. Stroke enter to accept the Yes prompt; otherwise, type N to return to the *. Item ..………………… prompt.
    2. FACTS defaults to 2. Desp1 …………………… Type the description—the first part of the description will appear on the shelf tag—and stroke enter.
    3. FACTS defaults to 3. Desp2 ………………… Type additional description information (not required) and stroke enter.
    4. FACTS defaults to 4. Alpha. The first 10 characters of Description1 will appear in the space. To accept this default stroke enter. To create a different ALPHA search, type the new information (10 characters) and stroke enter.
    5. FACTS defaults to 5. Vendor. To utilize an existing vendor type the ten digit vendor code and stroke enter, or stroke the F2 search key—type the LN # and stroke enter or use the page up-down keys and/or up-down arrows to highlight the desired vendor—and stroke enter.
    6. FACTS defaults to 6. Item Class. Type the three digit Item Class code or stroke the F2 search key— type the LN # and stroke enter or use the page up-down keys and/or up-down the desired classification—and stroke enter.
    7. FACTS defaults to 7. Item Type. Select S Stocked by stroking enter—N Nonstocked; U Uninventoried will not be used.
    8. FACTS defaults to 8. Conv Factor Mask. Stroke enter to accept the default: ########0.
    9. FACTS skips 9. Serial/Lot and defaults to 10. BOM/Formula. Stroke enter to accept the default: N Neither—B Bill of Materials; F Formulation Finished Item will not be used.
    10. FACTS defaults to 11. Active. Stroke enter to accept the default Y Item is Active or type N or use the down arrow to select N Item is Not Active—this code will be used when the item being set-up is a special order (the item will not appear on the Replenishment Report)—and stroke enter to select it.
    11. FACTS defaults to 12. Sequence #. Stroke enter to accept the default: blank.
    12. FACTS defaults to 13. Standard Pack. If 1 stroke enter, otherwise, type the quantity ‘multiple’ that the item is ordered in. This code specifies ‘in what multiples’ the suggested order quantity will appear on the Replenishment Report, i.e., 1 each = 1; 1 case = 1; 1 package = 1; 50 each = 50; 50 cases = 50; 50 packages = 50; etc.—the order, if 1, will be 1 or 2 or 3 or 4…; if 50, it will be 50 or 100 or 150 or 200…
    13. FACTS defaults to 14. Freight Class. Stroke enter to accept the default: …
bullet FACTS defaults to the Sales window.
  1. FACTS cursor defaults to 2. Taxable. Stroke enter to accept the Y Item is Taxable default—the N Item is Not Taxable prompt will not be used.
  2. FACTS defaults to 3. Misc Sales. Stroke enter to accept the N Do not Post To Miscellaneous Sales default—the Y Post To Miscellaneous Sales will not be used.
  3. FACTS defaults to 4. Use Deflt Prices. Type Y or arrow down to highlight Y Use Prices From Default UMs and stroke enter to accept the change.
  4. FACTS defaults to 5. Item Price Class. Type the three digit Price Class code or stroke the F2 search key—use the up-down arrows or type the LN # and stroke enter.
  5. FACTS defaults to 6. GL Table. Stroke enter to accept the default: ALL.
  6. FACTS defaults to 7. Commission. Stroke F1 to accept the default: No Priority.
  7. FACTS defaults to the Alternate IDs window to 2. Substitute 1 ……………….... Stroke enter to accept the default: blank.
  8. FACTS defaults to 3. 2 ……………….... Stroke enter to accept the default: blank.
  9. FACTS defaults to 4. 3 ……………….... Stroke enter to accept the default: blank.
  10. FACTS defaults to 5. Model #. Stroke enter to accept the default: blank.
  11. FACTS defaults to 6. MSDS ID. Stroke enter to accept the default: blank.
  12. FACTS defaults to 7. DOT Code. Stroke enter to accept the default: blank.
  13. FACTS defaults to 8. Vendor-Item. Stroke F1 to use the Item Number as the Vendor-Item # or type the primary vendor-item #, if different from the Item Number, and stroke enter.
  14. The Service window is skipped. All fields: 2. Service Type; 3. Model Code; 4. Service/Sell Item #; 5. Pricing; 6. Warr for Parts; 7. Warr for Labor; 8. Metered; 9. Meter UM; 10. Meter Track, use their defaults—this window will be used if changes are required.
  15. FACTS defaults to the Commission window to 2. Custom 1 ………………. These fields are not used—stroke enter to accept all 10 defaults: blank.
  16. FACTS defaults to the Main window. Stroke enter to CR-Save Changes—the other prompts: Line to Change (F2-Cont); U-UM F/M; F4-Cancel Changes and windows: Main; Sales; Alternate Ids; Service; Custom, are used to make Item changes. (These functions are covered in the next section, CHANGE AN EXISTING ITEM.)
bullet FACTS defaults to the Item/Unit of Measure F/M window. Type the two digit UM code or stroke the F2 search key—use the page up-down arrows and/or the up-down arrows to highlight the correct code or type the LN # and stroke enter.
  1. FACTS defaults to STOCK. Stroke enter to accept the default Y UM CAN BE USED FOR STOCKING IN PHYS. INV. or type N or use the down arrow to select N UM CANNOT BE USED FOR STOCKING IN PHYS. INV. and stroke enter to select it.
  2. FACTS defaults to PRICE. Stroke enter to accept the default Y UM CAN BE USED FOR PRICING or type N or use the down arrow to select N UM CANNOT BE USED FOR PRICING and stroke enter to select it.
  3. FACTS defaults to SELL. Stroke enter to accept the default Y UMC AN BE USED FOR SELLING or type N or use the down arrow to select N UM CAN-NOT BE USED FOR SELLING and stroke enter to select it.
  4. FACTS defaults to CONVERSION FACTOR. Stroke enter to accept the default 1 if this is the only, or smallest, UM for this item.
  5. FACTS defaults to QUANTITY MASK. Stroke enter to accept the default.
  6. FACTS defaults to WEIGHT. Stroke enter to accept the default: .000.
bulletFACTS cursor defaults to the UM prompt. Follow the previous procedure to add another UM to sell or order by(next step– BUYING).
  1. To SELL by, the following will apply: STOCK = N; PRICE = N; SELL = Y. The CONVERSION FACTOR = # OF SMALLEST UNITS ‘UM’ IN ‘This UM’, i.e., if the second UM is CS and there are 12 EA in a CS the CONVERSION FACTOR for the CS = 12, etc., and stroke enter.
  2. To order by—BUYING—the following will apply: STOCK = N; PRICE = N; SELL = N. The CONVERSION FACTOR = # OF SMALLEST UNITS ‘UM’ IN ‘This UM’, i.e., if the second UM is CS and there are 12 EA in a CS the CONVERSION FACTOR for the CS = 12, etc. and stroke enter. (This UM is used in the UM DEFAULTS function.)
  3. Stroke enter to accept the WEIGHT default: .000.
bulletOnce all UMs have been added, stroke F3-END ENTRIES.
bulletFACTS cursor defaults to the UM DEFAULTS at the STOCKING prompt. If only one UM exists or all defaults are correct, stroke F3-END INPUTS. If not, stroke enter to accept each default until the desired CATEGORY UM DESCRIPTION change is highlighted and type the two digit UM and stroke enter.

Example: two UMs are used—EA and CS—and the item is bought in cases, the UM DEFAULTS are STOCKING EA; PRICING EA; SELLING EA; COSTING EA; BUYING CS. Stroke F4-END.

bullet FACTS defaults to the Item F/M PRICING INFORMATION window LIST PRICE AMOUNT.
  1. Stroke enter if the MULTIPLIER function is being used. FACTS defaults to MANUAL COST LP. Stroke F1-SKIP, which defaults to the MANUAL COST AMOUNT prompt. Type the cost and stroke enter.
  2. FACTS cursor defaults to Line # 1 at the BASIS prompt L. M USE MANUAL COST AS BASIS will always be used by typing M or using the down arrow to select it and stroking enter.
  3. FACTS cursor defaults to the MULTIPLIER prompt. Type the profit mark up (%) and stroke enter (i.e., with GSA the MULTIPLIER is 1.223 = 22.3%, DLA 1.1 = 10%; other vendors may be any competitive amount: 1.35 = 35%, 1.685 = 68.5%, etc.). FACTS calculates the LIST PRICE (selling price).
  4. FACTS cursor defaults to the COMMISSION% prompt. Stroke enter to accept the default: blank.
  5. FACTS defaults to the F4-END prompt at the bottom of the window. Type L and stroke enter. Type the PRICE from line # 1 (List Price) and stroke enter.
  6. FACTS defaults to the F4-END prompt. Stroke F4.
bulletIf a MULTIPLIER is not being used and the LIST PRICE (selling price) is known:
  1. At the Item F/M PRICING INFORMATION window LIST PRICE AMOUNT prompt, type the List Price and stroke enter.
  2. FACTS defaults the MULTIPLIER prompt. Stroke F1-SKIP .
  3. FACTS defaults to MANUAL COST AMOUNT. Type the cost and stroke enter.
  4. FACTS defaults to Line # 1. The cursor defaults to BASIS L. Stroke F1-SKIP.
  5. FACTS cursor defaults to PRICE. Type the List Price and stroke enter.
  6. FACTS cursor defaults to COMMISSION% .00<. Stroke enter to accept the default: .00%.
  7. FACTS cursor defaults to the bottom of the window: LIST PRICE, MANUAL COST, STANDARD PRICE—SELECT LN# TO EDIT, D-DELETE, F-3 SCOPE, F4-END. Stroke F4-END.
bulletFACTS defaults to the WAREHOUSE INFORMATION window.
  1. At the WAREHOUSE 01< prompt. Stroke enter to accept the default: 01.
  2. FACTS cursor defaults to the LOCATION prompt. Type the shelf and/or warehouse location (up to 6 characters and/or 3 each) and stroke enter.
  3. FACTS cursor defaults to the NEXT PHYSICAL prompt. Type the date of the next scheduled inventory or leave blank and stroke enter.
  4. FACTS cursor defaults to the MOVEMENT CLASS prompt. Stroke enter to accept the default: 14.
  5. FACTS cursor defaults to the SEASONAL prompt. Stroke enter to accept the default: N NONSEASONAL, or type the highlighted letter or use the down arrow to select L LOW SEASONAL or H HIGH SEASONAL and stroke enter.
  6. FACTS defaults to the LEDGERCARDS prompt. Stroke enter to accept the default: Y USE LEDGERCARDS. The N LEDGGERCARDS NOT USED is not an option.
  7. FACTS defaults to the RESTOCK METHOD prompt. Type M or arrow down to highlight M MIN/MAX and stroke enter to accept the selection. The O ORDER POINT/LINE POINT is not an option.
  8. Stroke enter to accept the remaining defaults: ORDER QTY METHOD E; SAFETY ALLOWANCE 50; RESTOCK WHSE DIRECT FROM VENDOR; then two windows appear and the defaults are accepted: N DO NOT ENTER USAGE INFORMATION FOR THIS ITEM; Y SAVE WAREHOUSE INFORMATION. All other selections are not utilized. Stroke enter.
    bulletFACTS defaults to the WAREHOUSE INFORMATION window prompt: WAREHOUSE 01<. Stroke F4-END to complete the process. FACTS defaults to the STORE MANAGER’S MENU.

    Items will not show up on the Replenishment Report unless the Minimum Stocking, Maximum Stocking, and Order Quantity fields are filled in in the Warehouse F/M section.

    SET UP MIN/MAX – ORDER QUANTITIES

    From the Store Manager’s menu: Warehouse/Item F/M
    bullet Type the Line # or use the up-down arrows to highlight Warehouse/Item F/M and stroke enter.
    bullet FACTS cursor defaults to the Warehouse Item F/M window at the *. Warehouse 01< prompt . Stroke enter.
    bullet FACTS defaults to *. Item ….…….. Type the item number and stroke enter or use the F2 search key—to search by other than the Item #, Alpha, Interchange, or Class, type the letter or use the up-down arrows to highlight the desired entry and stroke enter—and scroll through the selections, highlight the item, and stroke enter.
    bullet FACTS cursor defaults to the bottom of the window with the following prompts: Main, Restock, Usage1, Usage2, Usage3, Sales, Cost, Activity, Receipts — Line to Change (F2-Cont), D-Delete, F4-Backup . . Type R and stroke enter.

      1. FACTS cursor defaults to the bottom of the window with the prompts listed above. Type 8 and stroke enter. Type the Minimum Stocking quantity and stroke enter.
      2. FACTS cursor defaults to the bottom of the window with the prompts listed above. Type 9 and stroke enter. Type the Maximum Stocking quantity and stroke enter.
      3. FACTS cursor defaults to the bottom of the window with the prompts listed above. Type 4 and stroke enter. The Order Quantity must equal the difference between the Minimum and Maximum Stocking quantities. Type the amount and stroke enter or stroke enter and it will be calculated by FACTS.
      4. FACTS cursor defaults to the bottom of the window with the prompts listed above, with CR-Save Changes and F4-Cancel Changes replacing D-Delete and F4- Backup. Stroke enter.
      5. FACTS cursor defaults to the prompt, OK to save the changes? (Y/N ) Y<, at the bottom of the window. Stroke enter.
        bulletFACTS cursor defaults to the bottom of the window with the following prompts: Main, Restock, Usage1, Usage2, Usage3, Sales, Cost, Activity, Receipts — Line to Change (F2-Cont), D-Delete, F4-Backup . . Stroke F4-End.
        bulletFACTS cursor defaults back to the Warehouse Item F/M window; make another change or stroke F4-End to return to the Store Manager’s Menu.

         

         

        CHANGE AN EXISTING ITEM

        CHANGE OR ADD A UNIT OF MEASURE (UM)

        From the Store Manager’s Menu: Item F/M

        bullet Type the Line # or use the up-down arrows to highlight Item F/M and stroke enter.
        bullet FACTS defaults to *. Item ..……. Type the item number and stroke enter or use the F2 search key—to search by other than the Item #, Alpha, Interchange, or Class, type the letter or use the up-down arrows to highlight the desired entry and stroke enter—and scroll through the selections, highlight the item, and stroke enter.
        bullet FACTS cursor defaults to the Item F/M Main window prompt at the bottom of the window: Main, Sales, Alternate IDs, Service, Custom — Line to Change (F2-Cont.), D-Delete, U-UM F/M, F4-Backup . .
        bullet To select a window containing the function to be changed: Main; Sales; Alternate IDs; Service; Custom, type the highlighted letter (in this example the underlined letter) and stroke F2 or enter.
        bullet In the selected window FACTS cursor defaults to the prompt at the bottom of the window. Type the # of the Line to change, stroke F2 or enter, apply the change(s), and stroke enter.
        bullet FACTS defaults to CR-Save Changes; stroke enter. FACTS defaults to OK to save changes? (Y/N) Y<. Stroke enter to accept changes—F4 to cancel.
        bullet To change another function follow the same process.
        bullet Stroke F4-End when all changes have been made. FACTS cursor defaults to the *. Item ……… prompt in the window where the last changes were made. Stroke F4 to return to the STORE MANAGER’S MENU.
        bullet Add a Unit of Measure: Type U from the Main window and stroke enter or F2. FACTS defaults to the existing UM (line is highlighted). Type A to ADD and stroke enter.
        bullet The same procedure will be followed from pages 11 and 12 in the ADD A NEW ITEM section. Once completed stroke F3-END ENTRIES.
        bullet Change the UM DEFAULTS: Type D DEFAULT UMS and stroke enter. The same procedure will be followed from page 12 in the ADD A NEW ITEM section.
        bullet Change a UM: Type the two digit UM and select C CHANGE RECORD from the prompt and make changes. The same procedures will be used from pages 11 and 12 in the ADD A NEW ITEM section.
        bullet Delete a UM: Type the two digit UM and select D DELETE RECORD from the prompt and stroke enter. The following prompt will appear: ARE YOU SURE YOU WANT TO DELETE THIS RECORD? (N/YES) N <. Type the word YES and stroke enter. The UM will be deleted and FACTS defaults to the existing UM. Stroke F4-END.

        FACTS defaults to the Item F/M Main window. Stroke F4-Backup to return to the Item F/M window. Stroke F4 to return to the STORE MANAGER’S MENU.

        If FACTS will not allow deletion of a UM: Ensure the UM is not active by making STOCK N; PRICE N; SELL N. The UM cannot appear as one of the DEFAULT UMs: STOCKING, PRICING, SELLING, COSTING, or BUYING.

        CHANGE COST AND SELLING PRICE

        From the Store Manager’s menu: Suggested Cost/Price Entry
        bulletType Line # or use the up-down arrows to highlight Item F/M and stroke enter.
        bulletFACTS defaults to the Suggested Cost/Price window at the ITEM # prompt. Type the ITEM number and stroke enter or use the F2 search key.
        bulletFACTS defaults to the following functions:

        1. A-ADD = Type A and stroke enter to change the MANUAL COST and LIST PRICE.
        2. D-DELETE = This function is not used
        3. F1-NEXT ITEM = Stroke F1 to go to the next ITEM # in sequence
        4. F3-SCOPE = This function is not used
        5. F4-BACKUP = Stroke F4 to enter another ITEM #.
          bulletChange Cost: enter the ITEM # and stroke enter. Type A and stroke enter. FACTS cursor defaults to the EFFECTIVE DATE (today’s date). Stroke enter. FACTS cursor defaults to the SUGGESTED LIST PRICE AMOUNT.
          bulletType the predetermined LIST PRICE (selling price), if the MULTIPLIER function is not being used, and stroke enter. To enter it after the MULTIPLIER function has been applied, stroke enter.
          bulletFACTS defaults to the MANUAL COST AMOUNT. Type the new cost and stroke enter.
          bulletOne of two options will occur:
          1. If the MULTIPLIER function has not been used with this item, FACTS defaults to Line # 1 SUGGESTED PRICE.
            1. If the MULTIPLIER function is not being used, type in the LIST PRICE and stroke enter. FACTS defaults to COMM%; stroke enter to accept the default: blank.
            2. If the MULTIPLIER function is being used, stroke F4-BACKUP and follow the procedure listed below using the MULTIPLIER function.
          2. If the MULTIPLIER function has been used with this item, FACTS defaults to Line # 1 SUGGESTED BS for the MULTPLR with a window option for L USE LIST PRICE AS BASIS or M USE MANUAL COST AS BASIS. Type M or use the down arrow to select it and stroke enter.
          bulletFACTS defaults to the MULTIPLIER prompt. If it is different or blank, type the profit mark-up (%) and stroke enter (i.e., with GSA the MULTIPLIER is 1.223 = 22.3%, DLA 1.1 = 10%; other vendors may be any competitive amount: 1.35 = 35%, 1.685 = 68.5%, etc.). FACTS calculates the LIST PRICE.
          bulletFACTS defaults to the COMMISSION% prompt. Stroke enter to accept the default: blank.
          bulletFACTS defaults to the F4-END prompt; type L and stroke enter. Type the PRICE from line # 1 (selling price) and stroke enter.
          bulletFACTS defaults to the F4-END prompt. Stroke F4.
          bulletFollow the process to change another item or stroke F4 to return to the STORE MANAGER’S MENU to Update Suggested Costs/Prices.

          UPDATE COST AND SELLING PRICE

          From the Store Manager’s menu select: Update Suggested Costs/Prices
          bulletType the Line # or use the up-down arrows to highlight Update Suggested Costs/Prices and stroke enter.
          bulletFACTS defaults to the Update Suggested Costs/Prices window at the ORDER prompt. A window appears with 5 options. Stroke enter to accept the default: I UPDATE IN ITEM ORDER. The other options: A UPDATE IN ALPHA ORDER; V UPDATE IN VENDOR ORDER; C UPDATE IN ITEM CLASS ORDER; P UPDATE IN ITEM PRICE CLASS ORDER, will not be used.
          bulletFACTS defaults to the BEGINNING ITEM ………………… prompt. Stroke enter to accept the default: FRIST.
          bulletFACTS defaults to the ENDING ITEM ………………… prompt. Stroke enter to accept the default: LAST.
          bulletFACTS defaults to the ITEM TYPE window. Stroke enter to accept all three defaults: SNU: S STOCKED ITEMS; N NONSTOCKED ITEMS; U UNINVENTORIED ITEMS.
          bulletFACTS defaults to the VENDOR ………………… prompt. Stroke enter to accept the default: ALL.
          bulletFACTS defaults to the UPDATE window. Stroke enter to accept all three defaults: LMS: L UPDATE SUGGESTED LIST PRICES; M UPDATE SUGGESTED MANUAL COSTS; S UPDATE SUGGESTED STANDARD PRICES.
          bulletFACTS defaults to the PRICING UM SCOPE window. Stroke enter to accept the default: A UPDATE ALL PRICING UM RECORDS. The two other options: N UPDATE NON-DEFAULT PRICING UM RECORDS; D UPDATE DEFAULT PRICING UM RECORDS will not be used.
          bulletFACTS defaults to the CUTOFF DATE …………… prompt. Stroke enter to accept the default: SYSTEM DATE (today’s date).
          bulletFACTS defaults to the RECORDS CHECKED prompt at the bottom of the window. Type Y to accept the default: HAVE THE SUGGESTED COST/PRICE RECORDS BEEN CHECKED? (Y or N) .
          bulletFACTS defaults to the END OF INPUTS. ENTER ‘YES’ TO CONTINUE prompt on the bottom of the window. Type YES and stroke enter to continue.
          bulletThe number of items updated will appear at the bottom of the window and once it ‘times out’, FACTS defaults to the STORE MANAGER’S MENU.
          bulletThe Standard Cost and Last Cost will be updated in the Warehouse/Item F/M.

          PRINTING A BAR CODE / SHELF TAG

          From the STORE MANAGER’S MENU: Individual Item Bar Code Print
          bulletType the Line # or use the up-down arrows to highlight Individual Item Bar Code Print and stroke enter.
          bulletA Print Individual Item Bar Code Print window appears with the following prompt: Select a print option . . Eltron Bar Code Printer. Stroke enter to accept the default: 50.
          bulletFACTS defaults to the ITEM LABEL PRINT window with the cursor at the ALIGNMENT . . prompt. Stroke enter to accept the default: N to use the pre-arraigned PRINT ALIGNMENT.
          bulletFACTS cursor defaults to the # OF COPIES FOR EACH LABEL: . . . prompt. Type the number and stroke enter—or stroke enter to accept the default: 1.
          bulletFACTS cursor defaults to the ITEM……………... prompt with the following prompts at the bottom of the window: ENTER ITEM TO PRINT LABELS FOR, CR-END, F3-BACKUP ONE ITEM, F4-BACKUP.

          Type the Item # or use the F2 search key and stroke enter. At the bottom of the window is the following prompt: OK TO ADD THIS ITEM TO THE LIST (Y/N). Stroke enter to accept the entry.

          To Delete an Entry: At the ITEM………. prompt, stroke F3 and the last entry will be deleted. Stroking F3 again will delete the entry before the one deleted and stroking F3 again will delete the one before that, so on and so forth… During this process, FACTS cursor remains at the ITEM …… prompt to add the next #.

          bullet FACTS cursor defaults to the # OF COPIES FOR EACH LABEL: . . . prompt. Follow the same procedure until all Item Labels are set-up to print.
          bullet To print: at the # OF COPIES FOR EACH LABEL: . . . prompt stroke enter. The cursor defaults to the ITEM ……………….. prompt. Stroke enter to CR-END.
          bullet At the bottom of the window is the following prompt: ENTER LABEL FORMAT TO PRINT (CR=USE ITEM DEFAULT), F4-BACKUP. Stroke enter to accept the Label Print Format.
          bullet At the bottom of the window is the following prompt: END OF INPUTS. CR-CONTINUE), F4-BACKUP. Stroke enter and the Item Bar Codes print.
          bullet FACTS defaults to the STORE MANAGER’S MENU window.

           

          ADD A VENDOR

          From the Store Manager’s menu select: Vendor F/M

          bullet Type the Line # or use the up-down arrows to highlight Vendor F/M and stroke enter.
          bulletFACTS defaults to the *. Vendor ………. prompt. Type the first 9 letters of the vendor’s name followed by the number 1—if the vendor name is less than 9 letters, type zeros to the 9th character, then finish with the number 1, i.e. ABM will be ABMINC0001, GSA will be GENERALSE1, etc.

          The following prompt will be recorded at the bottom of the window: Record not found. Create new Record? (Y/N), F4-Backup Y. Stroke enter to accept Y.

          The 10 character entry becomes the Vendor Item Code.

          1. FACTS defaults to the 2. Name prompt. Type the vendor’s Name (maximum 30 characters) and stroke enter to accept the entry.
          2. FACTS defaults to the 3. Address 1 prompt. Type the vendor’s Address (maximum 30 characters) and stroke enter to accept the entry.
          3. FACTS defaults to the 4. Address 2 prompt. Type the vendor’s Address (maximum 30 characters), if needed, and stroke enter to accept the entry.
          4. FACTS defaults to the 5. City prompt. Type the City (maximum 15 characters) and stroke enter to accept the entry.
          5. FACTS defaults to the 6. State prompt. Type the State’s abbreviation and stroke enter to accept the entry.
          6. FACTS defaults to the 7. Zip Code prompt. Type the vendor’s Zip Code (maximum 10 characters) and stroke enter to accept the entry.
          7. FACTS defaults to the 8. Address 3 prompt. The vendor’s City, State and Zip Code defaults in this field. Stroke enter to move to the next prompt.
          8. The FACTS cursor defaults to 9. Phone # 1. Type the vendor’s Phone # and stroke enter to accept the entry.
          9. FACTS defaults to 10. 2. Another Phone # may be inserted in this field. Stroke enter to accept the entry.
          10. FACTS defaults to 11. Contact 1. Type a Contact name and stroke enter to accept the entry.
          11. FACTS defaults to 12. 2. Type a second Contact name, if applicable, and stroke enter to accept the entry.
          12. FACTS defaults to 13. Alpha. The Alpha default will be the first 10 characters of the Vendor Name. This may be changed (up to 10 characters) by typing over the Alpha and stroking enter. To accept the Alpha default stroke enter.
            bulletFACTS defaults to the Vendor F/M Financials window used to print the Vendor’s Name on checks. Stroke enter to accept the default at all the prompts: *. Vendor; 2. Check Name; 3. Address 1; 4. 2; 5. 3; 6. Tax Exempt #; 7. 1099 ID #; and 8. Terms Code.
            bulletFACTS defaults to the Vendor F/M Miscellaneous window.
              1. FACTS cursor defaults to the 2. Our Customer # prompt. Stroke enter to accept the default: blank or type a Customer # and stroke enter.
              2. FACTS defaults to 3. Vendor Class ALL<. Stroke enter to accept the default: ALL OTHER.
              3. FACTS defaults to 4. GL Table ALL<. Stroke enter to accept the default: ALL.
              4. FACTS defaults to 5. Doc Group. Stroke enter to accept the default: blank.
              5. FACTS defaults to 6. Ship-From Same. Stroke enter to accept the default: SAME.
              6. FACTS defaults to 7. Perm/Temp. From the drop down menu stroke enter to choose P Permanent or type T or use the down arrow to highlight T Temporary and stroke enter.
              7. FACTS defaults to 8. Temporary Lead Time. Stroke enter to accept the default: 0.
              8. FACTS defaults to 9. Message. Stroke enter to accept the default: blank or type in a Message (up to 20 characters) and stroke enter.
              9. FACTS defaults to 10. Active Y. Stroke enter to accept the default: Y, if the vendor is active.
              10. FACTS defaults to 11. On Hold. Stroke enter to accept the default: N, if the vendor is not on hold.
              11. FACTS defaults to 12. Use Ledgercards. Type Y and stroke enter to accept the prompt: Store vendor ledgercards.
              12. FACTS defaults to 13. Store Past PO’s. Type Y and stroke enter to accept the prompt: Store past purchase orders.
            bulletFACTS default to the Main Vendor F/M window with two options to set up a Vendor: CR-Save Changes, F4-Cancel Changes . . Stroking enter will result in the following prompt at the bottom of the window: OK to save the changes? (Y/N) Y<. Stroke enter to accept Y or type N and stroke enter to cancel.

            The following options are also listed at the bottom of the window: Main, Purchase History, Financials, Miscellaneous; Line to Change (F2-Cont.). These prompts are used to change a Vendor Record (next section).

            bulletStroking enter results in the following Attention! window: Would You Like to Create a Warehouse/Vendor Review Cycle Record?, and prompts: CR-OK, F4-Cancel. Stroke F4 to cancel setting up this Record. Stroke enter to continue.

            CHANGING A VENDOR RECORD

            From the Store Manager’s menu: Vendor F/M
            bulletType the number or use the up-down arrows to highlight Vendor F/M and stroke enter.
            bulletFACTS defaults to *. Vendor ..………………. Type the vendor item code and stroke enter or use the F2 search key—to search by other than the Vendor #, Alpha, or Contact, type in the highlighted letter or use the up-down arrows to highlight the desired search and stroke enter—and scroll through the selections, highlight the vendor, and stroke enter.
            bulletFACTS cursor defaults to Vendor F/M Main window prompt at the bottom of the window. Type the# of the Line to Change and stroke enter. Apply the correction and stroke enter. FACTS defaults to CR-Save Changes; stroke enter. FACTS defaults to OK to save changes? (Y/N) Y<. Stroke enter to accept Y .
            bulletTo select a window containing the function to be changed: Main; Purchase History; Financials; Miscellaneous, type the highlighted letter (in this example the underlined letter) and stroke F2 or enter.
            bulletIn the selected window FACTS cursor defaults to the prompt to type the# of the Line to change; type the Line # and stroke F2 or enter. Make the change and stroke enter.

            To change another function follow the same process.

            bulletFACTS defaults to CR-Save Changes; stroke enter. FACTS defaults to OK to save changes? (Y/N) Y<. Stroke enter to accept Y .

            Stroke F4 when all changes have been made. FACTS defaults to the window to change another Vendor F/M. Stroke F4 to return to the STORE MANAGER’S MENU, if no other vendors have changes.

            CREATING A PURCHASE ORDER

            From the Store Manager’s menu: Replenishment Report

            bullet Type the Line # or use the up-down arrows to highlight the Replenishment Report function and stroke enter.
            bullet FACTS cursor defaults to the bottom of the window with the following prompts:
            1. CR-Run Report: stroke enter—an information message will appear: For Flagged Items, Actual Usage Will be Used in Calculations. CR-Continue, stroke enter to continue. The report prints, by vendor in alphabetical order.

            At the bottom of the window the information prompt CR-Proceed appears. Stroke enter or allow the prompt to ‘time out’. FACTS defaults to a window with the following prompts: Create suggested PO’s? Do you wish to create suggested PO’s? No, with a drop down menu with two options: No Do not create or Yes Create.

              1. To create Purchase Orders in the PO Entry function select No and stroke enter. The information window appears: Update not run. CR to Proceed. Stroke enter or allow the prompt to ‘time out’.
              2. To create Purchase Orders in the Suggested PO Entry function select Yes.
            1. F1-Template: an existing Template may be S Selected or a new one may be C Created.
            2. F2-Printer: used to print to the screen—type V or arrow down to highlight V Viewer to print to screen; the print to F File will not be used. If CR (enter) is stroked the report will default to the local printer, therefore, the P Printer prompt is not used. Once V View has been selected all fields in the P Print To window are accepted by stroking enter.
            3. F3-Change Answers: stroke F3 and FACTS cursor defaults to Beginning Vendor ……….. Desired changes may be made (i.e., if the Replenishment Report was to be run for only one vendor, that vendor would be the Beginning Vendor and the Ending Vendor, or if the report was to be run by class, at the Class … prompt the three digit class code would be entered, etc.) by entering the information in the fields and stroking enter.
            4. F4-Exit: stroke F4 to escape back to the STORE MANAGER’S MENU.
            bulletUse the Replenishment Report as a tool to decide items that need to be ordered.

             

            CREATING PURCHASE ORDERS FROM PO ENTRY

            from the Store Manager’s menu: PO Entry

            bulletType the Line # or use the up-down arrows to highlight the PO Print function and stroke enter.
            bulletFACTS cursor defaults to the PO # …. Type a predetermined PO # or stroke enter to accept the Next PO #.
            bulletFACTS defaults to VENDOR……. Type the Vendor Code or use the F2 search key—to search by other than the Vendor #: Alpha or Contact, stroke F2 and stroke enter for A Alpha or type N or use the down arrow to highlight N Contact and stroke enter—and scroll through the selections, type the Line # or use the up-down arrows to highlight the customer, and stroke enter.
            bulletFACTS defaults to the FROM SAME< prompt (where product is being shipped from). Stroke enter to accept the default: SAME.
            bulletFACTS defaults to the WHSE 01< (store where product is being shipped to). Stroke enter to accept the default: 01. The store’s SHIP-TO address appears.
            bulletFACTS defaults to the ORDERED and lists today’s date. Stroke enter to accept the date or type another date and stroke enter.
            bulletFACTS defaults to REQUEST. Type the desired delivery date and stroke enter. The same date appears in the PROMISE field. This may be changed by typing another date; stroke enter to accept the change or the default: date shown.
            bulletFACTS defaults to the BUYER prompt. Type your initials and stroke enter.
            bulletFACTS defaults to the TERMS prompt. Stroke enter to accept the default: 2% 10 NET 30 or type in 30 and stroke enter for NET 30 days dating or type CC and stroke enter if paying by CREDIT CARD. Or use the F2 search key to select the terms; select either NET 30 or CREDIT CARD by typing the LN # or using the down arrow to highlight either and stroke enter to accept the selection.
            bulletFACTS defaults to the FREIGHT P< prompt. Stroke enter to accept the default: P PREPAID.
            bulletFACTS defaults to the SHIP VIA prompt. If the freight is Origin type BEST WAY or a particular truck line, etc. and stroke enter. If the freight is Destination, stroke enter to accept the default: blank.
            bulletFACTS defaults to LT Y<, UPDATE LEAD TIME BASED ON THIS PO? (Y/N). Stroke enter to accept the default: Y.
            bulletFACTS defaults to the FOB prompt. If freight is origin, stroke enter to accept the default: vendor’s city or if freight is FOB Destination, type DESTINATION or DEST and stroke enter.
            bulletFACTS defaults to REF #………………. Type a predetermined Reference number (up to 15 Characters) or leave blank and stroke enter.
            bulletFACTS defaults to LN # 001 at the ITEM prompt. Type the part number and stroke enter.

            Or use the F2 search key—to search by other than the Item #, Alpha (description), Interchange, or Class, type the letter or use the up-down arrows to highlight the desired search and stroke enter—and scroll through the selections, highlight the item, and stroke enter.

            bulletFACTS defaults to the UNITS prompt. Type the quantity desired and stroke enter.
            bulletFACTS defaults to the COST prompt. If the cost is correct, stroke enter; if not, type the correct cost and stroke enter.