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Vendor Types From the Maintenance Table menu, select Vendors . Choose Vendor Types . To create, press Ctrl+C . The Type will automatically be assigned once saved. Enter a Vendor Description then press the Down Arrow or F4 for ...
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This section is for the setup of service Technicians. Technician Types will be created and then assigned to a Technician based on their specialty. Technician Types Select Technicians from the EnergyService menu. Choose Technician Types...
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Serialized inventory items require that the Serialized? status box be checked in order to associate serial numbers to an item. Non-Serialized items should not have this option checked. To input the checkmark for serialized items: Select the ser...
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From the EnergyService menu, navigate to Warehouse Locations / Warehouse Locations . Select the Warehouse Location where the non-serialized inventory item currently resides. Choose the Storage Location and Storage Location Part (Non-Se...
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Serialized inventory items acquire serial number information from the Purchase Order program. Create Serialized Inventory PO Select Purchase Orders on the EnergyService menu. Choose Purchase Orders then press Ctrl+C to create. Select th...
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Division Range – This is the Division of the Inventory Warehouses. Warehouse – Warehouse Location numbers can be processed for one warehouse or a range of warehouses. Storage Locations – Storage locations assigned to the warehouses ca...
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When a serialized inventory item is sold, the salesperson will be required to select the serial number prior to posting the invoice. Note: If a serialized inventory item is selected when creating an invoice but not posted, the Status of the Inv...
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Summary Report The Summary report displays the date of an inventory transaction and gives an overall count per type. Detail Summary Report The Detail report displays the detail for each inventory item listed. For example, if the Transact...
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To print the report for all items (Divisions, Warehouses, Locations, Products, Transaction Types): Enter a Division range of 1 to 9999 . This will ensure all Warehouse Locations are included. Leave all other parameters blank except for th...
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Serial numbers can be reviewed by navigating to the Inventory Items screen. Select the Inventory Item. Choose Show Locations . Select the Storage Location associated with the serial numbers entered on the PO. Available serial numbers will b...