Your Notes from Class

Transcription

1 Your Notes from Class Inventory Orders This handout is not intended as a tutorial or stand-alone training guide it has been created to complement the explanations and examples provided in class. It is provided as a training aid and a place for you to make notes. JMM Software Class Handout Page 1

2 TRS Inventory Vendor Products and POS Products Inventory you carry in your store in POS Products Vendor and re-order details in Vendor Products JMM Software Class Handout Page 2

3 POS Products Inventory Items Vendor Products Ordering Information JMM Software Class Handout Page 3

4 Add Products JMM Software Class Handout Page 4

5 Copy Item to New Item Adjust Inventory Count JMM Software Class Handout Page 5

6 FIFO Cost Record JMM Software Class Handout Page 6

7 Importing Vendor Lists From Excel spreadsheets using the Vendor Data Converter Using the free vendor conversion tool, provided by JMM Software, you can create a special file and import vendor-provided Excel spreadsheets into the vendor product file or directly into the POS inventory file. The Vendor Conversion program is included with TRS and can be found in the TRS program group on the Start menu. Vendor Data Converter Program We have found most vendors will provide you with an Excel spreadsheet of their items list (catalog) or the items you have ordered from them. The essential fields to request from your vendor are: Part # Description Wholesale Cost UPC/Barcode Other fields to request include: Price Quantity Per Part Number Minimum Order Quantity JMM Software Class Handout Page 7

8 From JMM web site Login: Username = the JMM Customer Number found on the Important Information about Your TRS Software sheet included with the software Password = your store s zip code Downloads a zipped file to your computer. Unzip the file and note where.dbf file is stored. Import the file into Vendor Products JMM Software Class Handout Page 8

9 Add Items from Vendor Products to POS Products JMM Software Class Handout Page 9

10 Inventory Setup Before entering inventory the following tasks must be preformed: Set up appropriate drop-down lists. Define preferences and options pertaining to inventory. A checklist is provided below for you to use for your initial setup process. Checklist Initial Setup for Inventory Inventory Initial Setup Checklist Done Drop-down Lists Department Names (each inventory item is assigned to a department for reporting sales) Vendors (vendors from whom you purchase merchandise) POS Options Taxes Tab Tax rates should have been filled in with the General Setup class. If not, enter the appropriate tax rates for your store. Default Tax Rates (Indicate the tax rates selected by default for new items.) Inventory Tab Fill in as appropriate. Discounts Tab Fill in the Discounts options. JMM Software Class Handout Page 10

11 Define Drop-down Lists Departments Departments Vendors Vendors JMM Software Class Handout Page 11

12 Define POS Options Pertaining to Inventory Taxes Tab JMM Software Class Handout Page 12

13 Inventory Tab New Product Entry Defaults JMM Software Class Handout Page 13

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16 Discounts Tab JMM Software Class Handout Page 16

17 Orders Screen Creating New Orders Manually or Using Auto Order Note: You may also import an order from the PDT. Auto Order JMM Software Class Handout Page 17

18 Manually Creating a New Order Click the + (add) button on the navigation toolbar. Fill in the header fields and click (save). A blank order will be created. Add items as desired. Adding Items to an Order Add a Blank Row Next Barcode/Next Part # Search by Description JMM Software Class Handout Page 18

19 Placing the Order Print PO or Send Electronically Print NOTE: If you edit the HTML Purchase Order, you are only editing text. Any changes will not be made in the order record. You must go back to the order, make the changes there, and re-print the purchase order. Send Electronically Special Orders From Customers tab: Link to Stock Order Combine special orders and stock orders to send one PO to vendor. JMM Software Class Handout Page 19

20 Select the vendor and then the order for linking. Checking In/Receiving Orders Select check in preference. JMM Software Class Handout Page 20

21 Edit # Received to match goods received. JMM Software Class Handout Page 21

22 For Further Questions and Follow-up Contact: Call Technical Support Submit a Technical Support Case at Join the Yahoo User Group Consult the Knowledge Base on the JMM website JMM Software Class Handout Page 22