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May 30 2013
eNews #30
Receive Inventory 

TransActPOS offers many ways to receive inventory items. One way is by using a wireless device and  scanning items on the floor or in the stock room and pushing those quantities into your inventory file. TransActPOS also offers a number of desktop methods when it comes to receiving inventory items. This newsletter will talk about the various ways to receive inventory at the workstation (desktop) level.   


Inventory Receipts: Overview

Clicking on IC | Receive Inventory will allow you to receive inventory items. Select Desktop to enter the application on your workstation. You can enter an Adjustment Comment if necessary (very helpful for management, but can only be a maximum of 20 characters). Once the Adjustment Comment has been entered, you will be brought to the Inventory Receipts screen. From here, you can enter/scan the item number to be received. Once the item is entered, you can change the Receive Qty to reflect how many items are being received. You can also change the Receipt Cost and/or New Retail if necessary. If any changes warrant new labels, the Print Label button will become available. Clicking that will allow you to print a label or queue up labels to be printed at a later time once all items have been received. Clicking the Add button will add the received item and its quantity and new cost/retail (if entered) to the receiving list. You can now enter additional items to receive. Once all items are entered, click the Post button. The system will update the inventory with the items listed and bring up a completion message once the process is done. You can then choose to print a report of the receipts if desired.

Inventory Receipts: Using a Spreadsheet

At times, large receipts can take a long time to process (especially if serialized items are being received). Did you know you could create a spreadsheet using Excel and import multiple items to be received all at once? To do this, create a new spreadsheet file in Excel. When entering items onto the spreadsheet, make sure the Item IDs go in column A, the receiving quantity in column B, the cost (optional) in column C, and the serial number in column D (if the item is serialized).  

 

If you are receiving multiple items with the same Item ID but with different serial numbers, create as many lines as needed with the same Item IDs, quantity of 1 each, but enter different serial numbers for each line. As long as the serial numbers are different, the system will receive all serial numbers properly.  

 

Once the spreadsheet is filled in, click Save As. When saving the file, change the "Save as type" to "Microsoft Excel 5.0/95 Workbook" and name the file something you will recognize. Note where the file is being saved so you can locate it quickly.

Now that the spreadsheet is completed, we can begin to import it into TransActPOS.  

 

 

Click on IC | Receive Inventory and select Desktop. Enter an adjustment comment and once you are on the Inventory Receipts screen, click the Import button in the bottom left corner. This will bring up a window allowing you to locate the spreadsheet you just created and import it into TransActPOS. Once the file is selected, all items will be added to the receiving list below. You can enter additional items or even import multiple spreadsheets. Just like before, click Post to update the inventory which will complete the receiving process.  

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Your TransActPOS Team

Profile Systems Design Group, Inc. | 270-821-0720 | http://www.transactpos.com/
47 West North Street
Madisonville, KY 42431
  
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