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Service Accent - New Stock Module

1. Estimate Request Select an alternative part Reference 2007 09 19 40MIN 00041 There are three main processes e Order see page 105 e Reserve see page 109 e Despatch see page 112 104 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved To Order a part Stock Replenishment 1 From the Jobs area select the job You can only select one job at a time Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Engineer stock Faulty returns Part requests Estimates Requests On order Reserved Despatched Loan requests Reordering Reference 2007 09 19 ADMIN 00041 Part requests Requests Jobs dob Mo Customer _ Engi Logged 162 Vantage Computing Ltd Jane Smedley 02 06 2006 235 Vantage Computing Ltd 1707 2006 322 Redfern Sentry Ltd 0301 2007 347 Parker amp Hudson Fire Jane Smedley 05 02 2007 Parts requested Description 4 56 Storz Achramats a Tred part Estimate Request Select an alternative part st Reports 2 After a job is selected the parts that have been requested are shown in the Parts viewing pane 3 The Parts viewing pane shows the Part number the part description the quantity in main stock and the quantity required 4 Highlight the part Stock replenishments
2. Service Accent Test Admin D G a a Finder System Admin View Routines Shortcuts 2 The Reports menu appears E Reports Reports and letters Select the item you want to run and click Aun Reports Letters e Reports 2 Customers a Contracts 3 Engineers i Inventory Stock m Invoicing Work Control ag Our Reports g WUNTYAC RICOH Aficio CL7300 PCL 6 Auto Tray Select 3 Click Stock and the following is displayed BS Reports Reports and letters Select the tem you want to run and click Aun I a Reports ay Stock control 2 Customers Purchase orders af Contracts Loans E r Reports Run report a Engineers et Average copy volume by product graph j oe BS Cost per 1000 copies by product STOCK ace Customers by product summary ate Inventory population ef Part usage by inventory item ate Part usage by serial number Ba Parts price list with stock levels E Parts yield by customer amp inventory ats Product kits listing ate Product summary copiers 3 Purchase orders 8 Stock control m Invoicing a Work Control af Our Reports ad Product summary nan copiers i WUNTYACKRICOH Aficio CL7300 PCL 6 Auto Tray Select Copyright Vantage Computing Ltd 2008 All rights reserved Lil Run repart Service Accent New Stock Module Setup amp User Guide 165 New Stock Control 4 Click Stock control and the following is displayed ES Repo
3. 3 The Store holdings view shows the current stock in this store The display shows the part number the description the quantity in stock good stock any faulty stock and any stock that is in transit from the stock source to this store Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 27 New Stock Control Setup stores Engineer stores g Main stores Engineer stores Customer DAVID MORRIS DELIVERY YAM Engineering team 4 Engineering team B IYSEDEN CHRISTIE Jane Smedley Jason law Peter Rushworth Salesman One SERVICE CO Simulator Sub Contractor DAVID MORRIS DELIVERY YAM Engineering team 4 Engineering team B IYSEDEN CHRISTIE Jane Smedley Jason law Peter Rushworth Salesman One SERVICE CO Simulator Sub Contractar 4 Right clicking on a part will bring up the options menu Source Main stock Main stock Main stock Main stock Main stock Main stock Main stock Main stock Main stock Main stock Main stock Main stock shores Supplier shores a Locational shores Edit this store Core stock Store holdings Replenish Description Good Qty Faulty Cty In transit 4 1001 002 102 68 31 T Wind pen this item 135 768 Resisto Mew 245000070 Objecti 2033070 Object Perform transaction 2M 10055420 55420 3282610 Optical 456 45554 show alternatives 46011000 Mo 1 Bt O87 FGYLIIOGS Large F E
4. Description Instock Required Fan Belt Reference Z0DE 11 06 ADMIN 00046 7 If there is sufficient main stock to satisfy the replenishment the Top up part and Don t top up buttons will be active If there is insufficient stock even if part of the replenishment request can be honoured the Top up part and Don t top up buttons will remain inactive and the Order part button will be active Please refer to point 11 page 95 for further details 8 If the part is not to be topped up click the Don t top up button The part will be removed from the parts viewing area and will not appear on future engineer stock replenishments 9 If the part is to be topped up click the Top up part button 10 The part will be topped up and the good stock is updated with the quantity required If the part does not exist in the engineers good stock it will be created The part will be removed from the parts viewing pane 94 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Replenishment 11 When there is insufficient or no stock the part will have to be ordered Highlight the part in the parts viewing pane Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want bo perform i Engineer stock Part replenishments Engineer stock Engineers Part replenishments m Engineer Dane Smedley
5. 3 DAVID MORRIS Count oo ei eee aie eee a ee ee eee Le eee Lees Lee eee F 4 N 5 DAVID MORRIS BELT12 Fan Belt 1 Y 6 DAVID MORRIS Count b MM SORES ERINE Renee ee E gr 7 i X 8 DAVID MORRIS 135768 Resistor 10 73 9 DAVID MORRIS Count __ a a aa aE eee Lee OL Nee PN 410 i gt 11 DAVID MORRIS BF 240 Insertion Tube BF 240 i 10 6 12 DAVID MORRIS Count b lM RESERO EENE SRC ree ee Aes E 13 i 14 DAVID MORRIS A1010 OTV SX 10 2 15 DAVID MORRIS Count 1 16 eae a ERYAMAN eE 12 Depending on your selection criteria a spreadsheet similar to the above will be created This spreadsheet needs to be saved into your AccentDB folder click File and then Save As browse to your AccentDB folder ensure that save as type is set to CSV and click Save The 144 Service Accent New Stock Module Setup amp User Guide following message will be displayed Microsoft Excel ES5070925 txt may contain features that are not compatible with Text Tab delimited Do you want to keep the workbook in this Format To keep this format which leaves out any incompatible features click Yes To preserve the Features click No Then save a copy in the latest Excel format To see what might be lost click Help 13 Click the Yes button to save the spreadsheet if required print the spreadsheet as this could be used for counting your stock Close the spreadsheet and the same message will be dis
6. Peter Rushworth Faulty returns Part requests Loan requests i Top up whole kit Reordering l PartNo Description _ Instock Required FREDIONES Reference 7008 11 06 A0MIN OOO46 12 Click the Order part button If there is insufficient stock the purchase order will be raised for the whole replenishment quantity required For example the replenishment quantity is 2 but there is only 1 in main stock The purchase order will be raised for 2 not 1 13 A provisional purchase order will be created automatically and the part will be removed from the parts viewing pane Purchase order POOOO 5 Purchase order Items Delivery details Other Items on this order Shandon Manufacturer s part Total cost gave FREDIONES z I Close Motes Print Authorise P O Noes Lene Description fatredpart E ENE Add part to order te iten Abandon Relerence Invoice Mo Abandon Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 95 New Stock Control VCci 14 Please refer to Authorising A Provisional Order on page 610 and Receiving Parts Consumables on page 621 for further details on how to authorise and receive the purchase order 15 Once the item has been received the engineer stock holding is automatically updated as Service Accent knows that this
7. 200 Oly processor Channel GIF PO 20 J810 1316mm insertia Rod Lens 1 98 x 22 90 LO LENS UNIT CF 1 Universal cord tube 41005 fsH014900 4610 501982290 TBSCCOLZ001 TUCI 4615024 Add parts to store Template 2 Click the Core stock tab and then highlight the part to delete t int Tiy ven A i x ea eel in shores hy Locational shores Core stock Store holdings Replenish Re order to Location Engineer Yan Engineer Yan Engineer van Engineer van Engineer Yan Engineer van Park Mo Description Stock Re order level 41003 CV 200 Oly processor 0 2 GHO14900 Channel SIF POQ 0 0 4 J810 J810 13516mm insertio 0 1 501982290 Rod Lens 1 98 x 22 90 O 2 Location 4 Engineer Yan 5 Engineer van 2 Engineer van 10 Engineer van TBS COLZ001 TUCT 4415024 CCD LENS UNIT CF 1 Universal cord tube oo op Ju Template Engineer van 7 Engineer Yan gt 3 Click the Remove parts button and the following message is displayed Service Accent New Stock Module Setup amp User Guide 25 New Stock Control Service Accent Confirm deletion Lf Please confirm thak you wank to delete the selected partisi From this store 4 Click Yes to confirm deletion of the part from the core stock This will only remove the part from core stock it does not remove the stock record or remove the part from any other core stock in any other store Setup stores Engineer sto
8. Description Stock Re order level Re order to Location 1001 007 HIMGE 102x00x31 T Window 135 60 Resistor 45000070 Objectives 2 45 456 4 56 Storz 4chr Ae 71170 Acromat 41010 OTv S4 BELT1iz Fan Belt BF 240 Insertion Tube BR 1000 YITON BENDING lt nT Template 4dd parts to store Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 67 New Stock Control Vci The Core stock tab shows the stock items the engineer s have in their car kit The Core stock tab contains these headings Stock all items the Engineer currently has e Re order level the level to re order when stock is low e Reorder to the quantity to re order upto ie what they should always be carrying in their kit e Location the physical location of the part To add parts to core stock 1 To add a part to the Core stock click the Add parts to store button and the Finder is displayed M Finder BER Search for The results will show parts amp products Products and parts Park Na Parts amp products EN Find now Products only Description Parts only Mew search Category T Serialised items Ei New part or product Location i l Manufacturer Man Fart Mo Description There are no items to show in this list 2 Please refer to the Service Accent User Guide for further information on using Finder 3 After t
9. Service Accent New Stock Module Setup amp User Guide November 2008 Legal Information All rights reserved No part of this document shall be reproduced or transmitted by any means or otherwise without written permission from Vantage Computing Limited This document is provided as is and all expressed or implied conditions representations and warranties including any implied warranty of merchantability fitness for a particular purpose or non infringement are disclaimed except to the extent that such disclaimers are held to be legally invalid Trademarks Service Accent is a Trademark of Vantage Computing Limited All product names mentioned in this documentation are the trademarks of their respective owners This document also includes the trademarks trade names and service marks of companies other than Vantage Computing Limited The product described in this document is distributed under license restricting its use copying distribution and decompilation No part of the product or this documentation may be reproduced in any form by any means without prior written authorisation of Vantage Computing Limited 1 Introduction 2 New Stock Control Copyright Vantage Computing Ltd 2008 All rights reserved Overview Of The New Stock Module cccccecceeeees 2 The Service Accent Document Set 00 0 ccccccccceeeeeeeees 3 About this Guide tsi cc canceencetenvennteracantaaesucnnuuihndlensac
10. Loan removed a al et Reports Despatch Tested Reference 2007 09 74 ADMIN 00001 14 Click the Return button and then click the Returned link 15 The loan item is moved from the Collected view to the Returned view Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Engineer stock Part requests Loan requests Loan requests Returned Jobs Job Mo Customer 368 4 T Sothers and Co BES Line Electrical Ltd Simulator 0103 2007 Peter Rush S007 2007 Requested Loans on job Reserved J Serial Mo 594570457045705 Installed Collected Returned Loan returned Despatch Return kea ste Reports Reference Z007 09 24 ADMIN 0000 1 16 Highlight the loan item 134 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Replenishment Stock replemshments Stock replenishments Select the appropriate option for the type of replenishment you wank to perform Loan requests Returned Engineer stock Jobs 368 4 T Sothers and Co Simulator 01 03 2007 Part requests 663 Line Electrical Ltd Peter Rushw 3007 2007 Loan requests Requested Reserved Installed Serial Mo Collected WASHEBIN 594570457845765 Loan returned Loans on job Returned al Reference 2007 09 24 ADMIN OO001 Reports 17 Click the Tested button to indicate that the loan i
11. Objectives 75 Objectives 3 Objective 2 77mm x 25 7 2 BLACK TONER CARTRIDGE METERED 5 YELLOW TONER CARTRIDGE METERED 38 MAGENTA CARTRIDGE METERED 996 CYAN TONER CARTRIDGE METERED 442 STAPLE CARTRIDGE Copyright Vantage Computing Ltd 2008 All rights reserved Stock Taking 3 After the quantity counted has been added and or bin locations updated the spreadsheet needs to be saved into your AccentDB folder click File and then Save As browse to your AccentDB folder ensure that save as type is set to CSV and click Save 4 The next step is to update the actual stock levels in Service Accent To update the stock levels 1 Click Routines from the Service Accent button bar under Stock control click the Stock take icon E D c re ps Y st Window Help Routines Shortcuts Finder Reports Todo Contracts Contract Meter biling Rental biling Generate PM Contract billing jobs housekeeping Work control i P Job costing and Batch job logging Engineer locations invoicing Invoicing Authorise Print invoices Export Invoices Sales order Invoices manager Stock control f y F Stock Transit manager Stack Consolidate Stock take Stock transactions replenishments purchase orders housekeeping Misretonmanus 2 The Stock take wizard appears Stock take Welcome to the stock take wizard This wizard helps you to count
12. Stock replenishments Select the appropriate option For the type of replenishment you want to perform Engineer stock Part requests Estimates Requests On order Reserved Despatched Loan requests Reordering Reference 2007 09 19 40DMIN 00041 Part requests Requests Jobs Job Mo Customer 235 Vantage Computing Ltd 17072200E 322 Redfern Sentry Ltd 03 01 2007 Parker amp Hudson Fire Jane Smedley O5 02 2007 B61 Vantage Computing In Sub Contra 16 07 2007 Parts requested Description 4 56 Storz Achromats fredjones a fred part Estimate Request Order Reserve Select an alternative part g Print ies Reports 5 As there is insufficient stock the part will have to be ordered before it can be reserved and despatched 6 An alternative part that could be supplied may be available right click the part Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 105 New Stock Control Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you wank to perform Endine Steud Part requests Requests Part requests Vantage Computing Ltd 17107 2006 Redfern Sentry Ltd o3 01 2007 Estimates Kelvin Engineering Requests 641 vantage Computing I Peter Rush O2i07i200s On order Reserved Despatched DETCYFe2 P Loan requests Mew Reord
13. TUC1 44135024 Universal cord tube 3 7 Engineer van G Template 4dd parts to store Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 29 New Stock Control To replenish 1 From the Set up stores dialogue click the Replenish tab and the following is displayed Setup stores Engineer stores DAVID MORRIS DAVID MORRIS Main stock TE DELIVERY YAN DELIVERY YAN Main stock Engineering team 4 Engineering team 4 Main stack Engineering team B Engineering team B Main stack IYSEDEN CHRISTIE IYSEDEN CHRISTIE Main stock Jane Smedley Jane Smedley Main stack Engineer Jason law Jason law Main stack stores Peter Rushworth Peter Rushworth Main stock Salesman One Salesman One Main stock SERVICE CO SERVICE CO Main stock Simulator Simulator Main stock sre Sub Contractor Sub Contractor Main stack shores Supplier shores Locational stores new store Edit this store Core stock Store holdings Replenish Description mi Instock Required HIME Resistor 4 56 Storz Achromats OTS Fan Belt Insertion Tube BF 240 VITORM BENDING RUBBER DEVELOPER TYPE 2 DRUM TYFE 1 HOSO0 50066 Hard disk SOFTWARE FREE SOFTWARE SUPPLI Select all Replenish parts J D Oi wo E t coy 3 Z TER m HI OF Gi Mi Mi e 2 Each part in the core stock is checked to see if it has a reorder level and if so the actually quantity in stock is che
14. ary Reference 2008 11 06 ADMIN O0052 se Reports 98 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved faulty stock as shown below Setup stores Engineer stores Z Main stores Engineer stores Customer shores Supplier shores Locational shores DAYID MORRIS DELIVERY YAN Engineering team 4 Engineering team B IYSEDEM CHRISTIE Jane Smedley Jason law Peter Rushworth Salesman One SERVICE Co Simulator Sub Contractor Core stock Store holdings Replenish 245000070 2033070 MMG10055420 3202610 456 46011000 Description DAYID MORRIS DELIVERY YAN Engineering team 4 Engineering team B IYSEDENM CHRISTIE Jane Smedley Jason law Peter Rushworth Salesman One SERVICE Co Simulator Sub Contractor Stock Replenishment Source Main stock Main stock Main stock Main stock Main stock Main stock Main stock Main stock Main stock Main stock Main stock Main stock Siz 7 Before the part is moved to main faulty stock it is held in engineer Eg Edit this store Good Qty Objectives 27 45 0 70 Objectives 2 83 30 70 5420 Ballbearing Sd100 Optical Rods 0 3 26 x 2 4 56 Storz 4chromats Mo 1 Button 100 Series Faulty ty In transit 4 987 FOYUIOSE 402771170 Large Fan belt Acromat A1003 CYy 200 Oly processor 41010 BELT12 BF 240 BRY 1000 OTy S5 Fan Belt Insertion Tube BF
15. columns by default Part no Description Bin location and Qty counted To change what is displayed tick or untick the appropriate field To change the order of the output highlight an item and click the up or down arrows to move the item up or down stock take Salk Stock take wizard Stock take my main stack Ready to create the spreadsheet have already created the spreadsheet skip this stage This is the Format of the spreadsheet that will be output and read in Change the order using the arrows tickfuntick Fields to includefexclude vw Part Mo Description w ky Counted Reset to default 12 Click Reset to default to reset the default items and order 146 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Taking 13 Click the Next button Stock take Stock take wizard Stock take my main stack About to create the spreadsheet This is about to create a text File with a name of MSYYMMDD TST where MS represents Main Stock and YYMMBD is the current date Once you have Filled in the stock take details on to the spreadsheet you must use file File Save As option and save it as type CS Comma delimited CSyy Click Next to create the spreadsheet 14 Click the Next button to create the stock take spreadsheet The routine will create a CSV comma separate value file which will be opened in Microsoft Excel 15 The csv file wi
16. enable Ship this transaction via the Transit Manager If this option is not enabled the stock will immediately update the receiving store 6 Each time a stock transaction is performed a unique system reference is created to add your own reference enter the reference in the Enter your own reference for this transaction box 7 After the source and target have been selected click the Next button 84 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Transactions Perform stock transactions Seles Stock transactions This allows you to move stock between locations i 0 transactions made 4 Select the parts There are no items to show in this list r Set quantity Remove part Print a despatch note Print transaction docket Perform Ed transactions 8 Click the Back button to return to the previous dialogue 9 Click the Select button to select the part The Finder is displayed Finder Search for parts only The results will show parts only 1 Parts only Part No Parts amp products AREEN Products only escri ion 5 J f Parts only Category Location Manufacturer Man Fart Mo Description There are no tems to show inthis wiew You are only able to select parts You cannot perform a stock transaction against a product 10 Find and select the part Copyright Vantage Computi
17. see page 91 e Faulty returns replenishment see page 97 e Part requests replenishment see page 100 e Loan requests replenishment see page 117 e Reordering replenishment see page 139 Engineer stock There are two types of engineer stock replenishment and these are e Kits This is done through the Stores dialogue please refer to To replenish stock on page 29 e Part replenishments See below Engineer stock Part replenishments Replenishments are used to replenish any stock used by an engineer but not the kit stock When a job is completed and parts added the part can be marked as requiring replenishment see the chapter on work control 1 From the Stock replenishment dialogue click Engineer stock and the following is displayed Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform faneca No replenishment option selected Part replenishments Part requests Ll Please select an option Fram the menu on the left Reference 2008 11 06 ADMIN 00046 Pri GA Reports Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 91 New Stock Control 2 Click Part replenishments and the following is displayed Stock replenishments Stock replenishments Select the appropriate option for the type of replenishment you wank to perform i Engineer stock Part replenishments Engineer sto
18. stock take your engineers or customers stock 5 Click the Next button 6 If main stock was selected please proceed to To stock take main stores on page 145 To stock take engineers or other locations 1 If engineers and other locations was selected the following will be displayed Stock take Stock take wizard Stock take my engineers and other locations Select which locations you want to stock take DAVID MORRIS DELIVER ah Engineering team 4 Engineering team B SEDEN CHRISTIE Jane Smedley Jazon lawr Peter Rushworth SERVICE CO Simulator SuUb Contractor 2 Select the locations to stock take Initially all locations are selected to select just one location click on the location if more than one location is required press Control and then click on the locations required 3 Click the Next button Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 141 New Stock Control Stock take Stock take wizard Stock take my engineers and other locations Select what parts you want to stock take al parts inthe engineer or location s kit Y Include current stock levels 4 From the drop down list select what parts you want to stock take Stock take HER Stock take wizard z Stock take my engineers and other locations ms Select what parts you want to stock take al parts in the engineer or location s kit All parts in the
19. 240 VITON BENDING RUBBER ee Te TAn eer eli TR ATA IM eo O e Po Ph ee ie 2 Oh D IO BA m A m A a G Bs m G a GG m GO m GGA a G mn GA m mo 8 To move the part from engineer faulty stock to main faulty stock click the Return button 9 Ifyou have multiple main stores setup the following will be displayed Service Accent Select a store Manchester 10 Select the store to return the faulty part to and the click the OK button 11 The part will be moved from engineer faulty stock to main faulty stock 12 The part will be remain in the parts viewing pane but the quantity will be zero Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 99 New Stock Control Vci 13 The next step is to perform a stock transaction see Stock Transactions on page 83 e If the part can be repaired Select Faulty stock from the Where are the parts coming from drop down list Then in the Where are the parts going to select Main stock Click Next and then click Set quantity and change the quantity if required Then click the Perform transactions button e If the part cannot be repaired and is going to be scrapped Select Faulty stock from the Where are the parts coming from drop down list Then in the Where are the parts going to select None Click Next and then click Set quantity and change the quantity if required Then click the Perfor
20. All rights reserved Service Accent New Stock Module Setup amp User Guide 139 New Stock Control Stock Taking The stock take routine is used to stock take your main stock and or locational stock To perform a stock take 1 Click Routines from the Service Accent button bar under Stock control click the Stock take icon alm eit D i e a 9 Pouto a a EE Help Contracts D o 2 amp r Contract Meter biling Rental biling Generate PM Contract billing jobs housekeeping Work control qe Job costing and Batch job logging Engineer locations a invoicing Invoicing Authorise Print invoices Export Invoices Sales order invoices manager Stock control a a k a Stac Transit manager Stock Consolidate Stock take Stock transactions replenishments purchase orders housekeeping 2 The Stock take wizard appears Stock take Sie fx Welcome to the stock take wizard This wizard helps you to count your main and locational stock and ensure your stock levels are correct 140 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Taking 3 Click the Next button to continue Stock take Stock take wizard What do you want to do Stock take my main stock Stock take my engineers and other locations 4 Select which location is to be counted e main stock stock take your main stores e Engineers and other locations
21. Installed Jobs Job Mo Customer _ 63 Vantage Computing Ltd Part requests 663 Line Electrical Ltd Loan requests Requested i Bea Loans on job Installed Froduct Serial No Collected e945 76457645785 Returned Reordering 12 The status has now changed to Loan installed Peter FRushw Peter Rushyvy Loan installed ORS 2004 ar aioe S007 2007 st Reports 13 To view the status of this loan item and other loan items click View from the Service Accent button bar under Stock control click the Loan items icon 128 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Replenishment View loan items 2 Locational 3 Reserved 4 In transit 5 Installed 6 Returned Serial Mo Part No Status 123124 50066 Hard disk In main stock Transfer Ji i Open Reports Find Clear SSP Refresh 14 Click one of the tabs to see the status of your loans If the Installed tab is clicked the loan items installed at customers will be shown View loan items 2 Locational 3 Reserved 4Intransit S Installed 6 Returned Part Mo Descri tion Status Customer 5945785457545765 WASHEIN Washroom bin Installed at cust Service Point Lid aes Transfer Open Reports Find Clear Swap Mew Refresh After the loan has been installed there are two possible next actions e The loan is retur
22. Jane Smedley 02 06 2006 Part requests 235 Vantage Computing Ltd 17 07 2006 322 Redfern Sentry Ltd 0301 2007 347 Parker amp Hudson Fire Jane Smedley 05 02 2007 Estimates Requests On order Parts requested Reserved Description 4 56 Storz Achramats a Tred part Despatched Loan requests Reordering Estimate Request Select an alternative part Reference 2007 09 19 ADMIN 00041 G Reports 2 After a job is selected the parts that have been requested are shown in the Parts viewing pane 3 The Parts viewing pane shows the part number the part description the quantity in main stock and the quantity required 4 Highlight the part Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Jobs 162 Vantage Computing Lid Jane Smedley O20Gf2006 Part requests 235 Vantage Computing Ltd 17 07 2006 322 Redfern Sentry Ltd 03 01 2007 34r Parker amp Hudson Fire dane Smedley 05022007 Estimates Requests On ord n order Parts requested Reserved Despatched Description In stock Required 41006 a U20 Oly light soure Loan requests Estimate Request Order Reserve Despatch Select an alternative part Reference 7007 09 70 ADMIN 00004 5 As there is sufficient stock the part has to be reserved before it can be despatched 6 If required an a
23. SDMIN O0002 Of 4DMIN O0003 Of sDMIN 00004 0z ADMIN 0000s 0z ADMIN Oooo O24 ADMIN OOo0s O24 ADMNIN OOOLO O2 ADMIN OOo14 Dz ADMIN 0001F 0Dz ADMIN 00019 Dz A MIN 0001 O3 ADMIN OOoo1 naa yoann Show transactions in this range of references 2008 07 02 to 2008 07 09 ZZZZZZZ727 99999 5 The display will show the movement against this reference the quantity involved with the stock transaction and the change in main stock To see the actual movement click the plus sign against the transaction and the following is displayed Stock movement history DEK Stack movrenent s Reference z008 z008 z008 74 a E E ae aes FAne 2008 2008 2008 2008 2008 2008 2008 Date oF oF oF o2 fO7 2008 Oo Oo Oo Oo Oo Oo Oo nT Fart Mo Movement 02 aDNTN 00001 02 aDNTN oo0002 02 aDNTN 00003 02r ADMIN 00004 41010 Peter Bushworth oy Total To locational stock Location Job FOS 02 aDNTN 0000S 02 ADMIN O0006 02 aDNTN 0000S 02 aDNTN O0010 02 aDNTN 00014 02 aDNTN OooL 02 aDMIN OOO1LS nF fa TAT Sos I Show transactions in this range of references 2008 07 02 to 2008 07 0g zzzererzzz 99999 To print the stock movements open Reports and select Stock and then select Stock control Then run either of the three reports for stock movements Stock movement audit by date shows stock movement
24. Vantage Computing Ltd 2008 All rights reserved Stock Replenishment Loans and replacements 619 Park Mo Description ky Serial ho Source Status WA SHBIN Washroom bin 1 5945784575457065 Loan installed Add loan Modify or Install now Loan installed Deliver loan to WASHBIN Main stock Description Washroom bin Engineer at a Site Urgent Delivered via Courier Despatch note osPonoo6o Installed Rejected 4 Click the Removed button Loans and replacements 619 ty Serial Mo Source Status washroom bin 1 894576457645765 Engineering tea Loan removed Select product or I pete save Description ee Engineer Sandon atv C Site T Urgent Delivered via Despatch note FO Installed Rejected Removed Swap out 5 The Loan and replacements dialogue is re displayed and the loan status is now shown as Loan removed 6 Close the Loan and replacements dialogue Save and close the job 7 Click Routines from the Service Accent button bar under Stock control click the Stock replenishments icon Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 131 New Stock Control 8 The Stock replenishment dialogue is displayed Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform No replenishment option selected Engineer stock Faulty returns Part
25. Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 73 New Stock Control To remove parts from core stock 1 Click the Core stock tab and then highlight the part to delete shores ns Locational shores Core stock Store holdings Replenish Part No Description 410035 CV 200 Oly processor GHO14900 Channel GIF PO 20 J810 J810 13516mm insertio 501982290 Rod Lens 1 96 x 22 90 ClO LENS UNIT CF 1 Universal cord kube TBSCCOLZO01 TULL 4815024 iili Template Stock Re order level TO DO D co mm Poo M Edit this store Re order to Location 4 Engineer Yan 5 Engineer Yan 2 Engineer Yan 10 Engineer Van Engineer Yan 7 Engineer van a 2 Click the Remove parts button and the following message is displayed Service Accent P Confirm deletion Lod Please confirm thak you wank to delete the selected partisi From this store 3 Click Yes to confirm deletion of the part from the core stock This will only remove the part from core stock it does not remove the stock record or remove the part from any other core stock in any other store Setup stores Engineer stores 3 DELIVERY YAN Main stores Engineer Team 44 Engineer Team E IYSEDEM CHRISTIE Jane Smedley Feter Rushworth Engineer SERVICE CO stores Simulator J Sub Contractor Customer shores Supplier shores Locational shores Co
26. ZO08 07 02 AaDNTN 00006 2008 07 02 RDMIN 00008 2008 07 02 8DMIN 00010 2008 07 02 aDMIN 00014 2008 07 02 4DMNIN SOoOoOL ZO08 07 02 AaDNTN OO001LS 2008 07 02 aDNTN O00Z1 008 07 _03 aDNTH o000L1 008 07 _03 aDNTN 00005 700S O97 OS anata ooo Show transactions in this range of references 2008 07 02 to 2008 07 09 ZZZZZZZ727 99999 3 The default view is to show stock movements for the past 7 days To view movements over a different period change the dates in the Show transactions in this range of references and then click the Go button Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 81 New Stock Control VCci When selecting a different period please ensure that in the To box the following is added after the date ZZZZZZZZZZ 99999 This will ensure that all stock movement upto the end date are displayed Stock movement history Stock movements Pe ference Date 3 OF E E B Tone 2008 2008 2008 2008 ZO08 2008 2008 2008 2008 2008 2008 2008 O2 07 20058 BF 240 07 ov ov ov ov ov ov ov ov ov ov ov no To see the stock movement for a specific reference expand the reference by clicking the plus m sign and the following is displayed EE x Movement ty Total 02 ADMIN oooo1 To main stock 100 103 O2
27. are supposed to have in stock view the store holdings what you actually have in stock and replenish stock in your stores The definitions of the store names are as follows Main stores are physical locations of different branches within your organisation For example your main stores maybe your head office London and then you could have other branches located elsewhere in the country such as Manchester Glasgow Cardiff or Belfast Engineer stores are your engineer car van stocks that is stock that the engineers actually carry in their vehicles Whenever a new engineer is created a new engineer store is automatically created This store cannot be deleted unless the actual engineer is deleted Customer stores are where you have stock actually located at one of your customers premises Whenever a new customer is created a new customer store is automatically created This store cannot be deleted unless the actual customer is deleted Supplier stores are where you have returned faulty stock to a supplier or where the supplier is holding stock on your behalf Whenever a new supplier is created a new supplier store is automatically created This store cannot be deleted unless the actual supplier is deleted Locational stores are other locations besides your engineer stores For example you have a pick up point at a parcel delivery organisation where the engineer collects stock on a daily basis Copyright Vantage Computing Ltd 20
28. are the parts going to None Enter your own reference for this transaction ee 29 From the Where are the parts going to drop down list select Faulty stock If you have more than one main store the following will appear Service Accent Select a store Manchester 30 Select which store the faulty part is to be returned to and then click OK Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 41 New Stock Control Perform stock transactions Stock transactions This allows you to move stock between locations i 0 transactions made Where are the parts coming from customer stock o ooo Service Point Lid Ware Where are the parts going to Faulty stock T Manchester Ship this transaction via the Transit Manager Enter your own reference for this transaction lt 31 If this item is to be shipped via the Transit Manager see Transit Manager on page 32 enable Ship this transaction via the Transit Manager If this option is not enabled the stock will immediately update the receiving store 32 Each time a stock transaction is performed a unique system reference is created to add your own reference enter the reference in the Enter your own reference for this transaction box 33 Click Next and the following is displayed Perform stock transactions ARa Stock transactions Thiz allows you to move
29. be reserved Select serialised part Select GRAPH 256 256mb graphics card Search serial number Serial Mo Asset No 1234 20071019 00001 0071019 00002 2007 1019 00007 007 1019 00012 20071019 00014 New item Modify Select all 10 Click Continue 11 The quantity in stock is reduced by the amount required and the amount required is reduced to zero 12 The job is now moved to the Reserved view ready for despatching 13 The job is updated to reflect that the parts are now available Parts for job 382 Fan Belt 1 Parks available Add part Modify Details f Estimate only Part No f This part has been used art Mo CR equest this part Description Cay Unik price Discount Unit cost Your ref Returns ref Order No Despatch note Replenish this part Consignment Abandon Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 111 New Stock Control To Despatch a part 1 From the Stock replenishment dialogue click Part requests and the following is displayed Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Enginer stm No replenishment option selected Part requests Estimates Requests On order Reserved Despatched Loan requests Reordering Reference 7007 09 19 4DMIN O0041 Reports 2 Click Reserved and the foll
30. following is displayed 138 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Replenishment 14 From the Jobs area select the job You can only select one job at a time Highlight the item Stock replemshments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Jobs 368 4 T Sothers and Co Simulator 01 032007 63 Vantage Computing Ltd Peter Rushw 05 05 2004 Loan requests Requested aeee Loans on job Installed Serial Mo l alerted ARISOFOS 098776655432 Swap out Returned Reference 2007 09 24 ADMIN 00002 15 Click the Tested button to indicate that the loan item has been checked before swap out and installation 16 Clicking the Tested button removes the loan item from your loan stock Reordering When Reordering is clicked the following appears Setup stores Main stores E Owner Source Main stock Default source Hain stores Manchester Main stock Engineer stores Customer shores Supplier shores Locational stores Create new store Edit this store Core stock Store holdings Description Stock Re order level Re order to Location There are no items to show in this list iili Template 5 bo p rties Remove parts Please refer to To replenish stock on page 29 for full details Copyright Vantage Computing Ltd 2008
31. items in stock f Show products only f Show parts only 8 When Non categorised is expanded the following will be displayed Service Accent P bout 5 022 items have been Found and added to this category Do you want to collect all the items or be given the opportunity to cancel every 5 000 items waa e Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 79 New Stock Control categorised items Click the Collect a or click the Ask m LAA The number of items without a stock category will be shown Click the Cancel button to clear this message and not display the non Il button to display all of the non categorised items e again button to have Service Accent only display the first 5000 items and then prompt you again with this message to display the next 5000 items Stock holdings Won cateqorised OoOLROOSSsSs ooz702Z5700 ooz7 70070 ooz772Z5700 OO RhOLZ62Z OoO hOlZ63 OD EROlLZ 4 D0 ERDlLZES OOeRIZ915 OOshisozl1 OOsehLIsoOZ3 OOshisoze OlSRO06Z2Z 09 0100 13 o3 0100 14 o3 0100 15 LOZKeeHS1 1T110 0 F T f Show products and parts f Show products only f Show parts only SEL IET BELT CLEANER UNIT Ohjeckives Ohjeckives Ohjective 77mum x Z567 BLACK TONER CARTRIDGE METERED YELLOW TOWER CABTRIDGE METERED MAGENTA CARTRIDGE MET
32. not a purchase order will be raised The drop down list will show all main stores If the source is left as Default source main stock will be used as the source 9 Click Save and Close to save the new store or click Cancel to exit without saving the store details Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 9 New Stock Control Setup stores Main stores Source Main stock Default source Main stores Manchester Main stock Engineer stores Customer shores Supplier shores Locational shores Edit this store Core stock Store holdings Replenish Steck Rle order level Re order to Location There are no items bo show in this list i gt Template 4dd parks to store Properties Remove parts 10 The Setup stores dialogue is re displayed showing the newly created store To create more stores repeat steps 1 9 Creating a new locational store 1 Click the Create new store button and the following is displayed Store New Description Store type Main stack Thiz store i Your primary store Edit Engineer stock Customer stock Supplier stock An address o Stock source Main stock 10 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Store Maintenance 2 Inthe Description box enter a name for the store this would usuall
33. now Description JWwashroombin Oey ee T Urgent Delivered via eel SD Installed Rejected 8 Click the Modify button Loans and replacements 819 Oty Serial Mo 1 o94dnfo4ds WA SHBIN washro om bin Install now Description washroom bin Ciky a Urgent Delivered via Installed Rejected Removed 9 Click the Installed button Copyright Vantage Computing Ltd 2008 All rights reserved Removed Stock Replenishment Status Loan despatched Source 7045705 Engineering tea Add loan Modify Remove Loan despatched Deliver loan to f Main stock C Engineer f Site Save Abandon Swap out Status 7045755 IE eering tea Loan despatched Modify Remove Loan despatched Deliver loan to Main stock i Engineer Site Swap out Service Accent New Stock Module Setup amp User Guide 127 New Stock Control Loans and replacements 819 Description Mt Serial Mo Source prior MEy aet washroom bin 1 894576457645765 Engineering tea OF Install now Status 10 The item is now marked as Loan installed Loan installed 11 Close the Loans and replacements dialogue and the stock replenishment screen is re displayed Click on the Installed link and the following will be displayed Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Pnoieer siid Loan requests
34. purchase order is for that engineer The item tab on the purchase order shows which engineer the part has been ordered for Setup stores Engineer stores Main shores a Engineer shores amp Customer DAYID MORRIS DELIVERY YVAN Engineering team 4 Engineering team G IYSEDEM CHRISTIE Jane Smedley Jason law Peter Rushworth Salesman One SERVICE CO Simulator Sub Contractor DAVID MORRIS DELIVERY VAM Engineering team 4 Engineering tearm B IYSEDEN CHRISTIE Jane Smedley Jason law Peter Rushworth Salesman One SERVICE CO Simulator Sub Contractor Main stock Main stack Main stock Main stock Main stock Main stack Main stock Main stock Main stock Main stack Main stock Main stock BEIN shores 3 Supplier shores eZ Locational stores Edit this store Core stock Store holdings Replenish Description Fan Belk CCD chip GIF 1T240 DEVELOPER TYPE 2 DRUM TYPE 1 Good ky Faulty Oty In transit BELT12 CLOSIFIT240 ao oo Network Card anew park another new part added anew part added FREE SOFTWARE SUPPLI Storz lightpost ID ring Yet another part 4 black widget PARTNE W AGAIN PETERTESTPART SOFTWARE STLPIDACL SOR YETANOTHER ES CVBNM9S 7654321 om fa to ha Pao oo oe A 16 If the part does not exist in the engineers good stock it will be created 17 The replenishment for this part is now complete 18 The par
35. reference faulty return History Returns reference FO Letters Scrap code Transfer this item 7H a i 58 The part is shown as being in transit to the main faulty stock 59 You will then need to open the Transit manager to receive the part see Transit Manager on page 32 60 After the part has been received either immediately or via the Transit manager the Tracking tab appears as follows Inventory Record MB 748489484 Pentium Motherbaord BHA Item Status Contract Warranty Lease Rental Parts Kit Other i i Preferences Depreciation amp subcontracting Tracking x Stock location Main Faulty stack Mainstock Close Motes Faulty reference Faulky return History Returns reference FS Letters Scrap code TE i 48 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Serial Number Tracking 61 To move the faulty item using Stock replenishment Please refer to Faulty returns on page 97 for further details on stock replenishments Stock replenishments Stock replenishments Select the appropriate option for the type of replenishment you want to perform Faulty returns Process faulty returns Engineer stock Engineers Faulty returns Process Faulty returns Peter Rushworth Part
36. requests Loan requests Reordering Reference 2007 09 18 A0DMIN OOO03 g Print G Reports 9 From the Stock replenishment dialogue click Loan requests and the following is displayed Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Enimeer stack No replenishment option selected Park requests Loan requests Requested Reserved Installed Collected Returned Reference 2007 09 20 ADMIN OO0005 g Print L Reports 10 Click Collected and the following is displayed 132 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Engineer stock Part requests Loan requests Requested Reserved Installed Collected Returned Reference 7OOT 09 74 ADMIN OO001 Loan requests Collected Jobs Job Mo Customer af Vantage Computing Ltd 599 Sampson McGill amp Co Ltd 662 Service Point Ltd 663 Line Electrical Ltd Loans on job Product Serial Mo There are no tems to show inthis views Despatch Return Stock Replenishment DELIVER W SERVICE Co Peter Rushi Peter Rush 19042004 2o 05 2007 S007 2007 S007 2007 11 From the Jobs area select the job You can only select one job at a time Stock replenishments Stock replenis
37. requests Loan requests Reordering CYAN TONER CARTRIDGE Pentium Motherbaord Reference 2008 07 09 ADMIN OOO17 62 Select the item to be moved from the engineers faulty stock 63 If you have more than one main stores set up the following will be displayed Service Accent Select a store Manchester 64 Select the store that the faulty part is to be returned to and click OK Select serialised part Select E100 Pentium klotherbaord Search serial number Asset Mo MB22537456 F Mew item Modify Select all Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 49 New Stock Control Vci 65 Select the serial number of the serialised item to be moved and click Continue 66 The Tracking tab of the inventory item appears as follows Inventory Record MB 48489484 Pentium Motherbaord fox ii Item Status Contract Warranty Lease Rental Parts Kit Other Stock location Main Faulty stock Mainstock O O a aaaa close Motes Faulty reference Faulty return History Returns reference FO Letters Scrap code Transfer this item CLEYEETTETTETTETTE E T g te 67 The Stock location is updated to reflect that the serialised part is Main faulty stock or in the faulty stock of the store selected 68 The stores dialogue shows the item is now in faulty stock Setup store
38. store i Please confirm that you want to load the template Engineer base core stock Whenever a template of core stock is added to a store any parts that have previously been set up will be deleted before the template is added 13 Click Yes to confirm that the template is to be loaded or click No if the template is not to be loaded 14 After Yes has been clicked the parts in the template are added to this engineers core stock Setup stores Engineer stores Seles E SOUPCE E DELIVERY VAM DELIVERY VAM Main stack Main stores Engineer Team 4 Engineer Team 4 Main stock Engineer Team E Engineer Team E Main stack IYSEDER CHRISTIE IYSEDEN CHRISTIE Main stack Jane Smedley Jane Smedley Main stock Peter Rushworth Peter Rushworth Main stock Engineer SERVICE CO SERVICE CO Main stock stores Simulator Simulator Main stack j Sub Contractor Sub Contractor Main stock Customer shores Supplier shores Locational shores Edit this store Core stock Store holdings Replenish Description Stock Re order level Pe order to Location 41003 CV 200 Oly processor Engineer Van GHO014900 Channel GIF PQ20 Engineer Yan J 610 J510 1316mm insertiac Engineer Yan 501982290 Rod Lens 1 98 x 22 90 Engineer Yan TBSCCOL2001 COCO LENS UNIT CF 1 Engineer Van TLC1 4813024 Universal cord tube Engineer Van Template 4dd parts to store 15 To add load templates to other stores repeat the process as described above Copyright
39. store Edit this store Core stock Store holdings Replenish Stock Re order level Re order ta Location 41003 CV 200 Oly processor Engineer Van 6HO14900 Channel GIF PO 0 Engineer Yan J510 J510 1316mm insertio Engineer Yan 501982290 Rod Lens 1 98 x 22 90 Engineer Yan TBSCCBL2001 COD LENS UNIT CF 1 Engineer van TUT1 4813024 Universal cord tube Engineer Yan lt iiil Template Add parts to store Properties 4 Click the Template button Locational stores Create new store Edit this store Core stock Store holdings Replenish Stock Re order level Re order to Location 41005 CV 200 Oly processor Engineer Yan GHO14900 Channel GIF PO 20 Engineer van J610 J810 1316mm insertio Engineer van 501982290 Rod Lens 1 98 x 22 90 Engineer van TBS CCLOBL2001 CCD LENS UNIT CF 1 Engineer Yan TUC14813024 Universal cord tube Engineer Yan Rs Add parts to store Properties Remove parks Save this as a template Load a template 5 And you have the option to either Save this as a template or Load a template Click Save this as a template and the following is displayed Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 21 New Stock Control Service Accent Save this template as m 6 Enter a unique name for the template in this case we will use Engineer base core stock Service Accent Save this templ
40. stores Engineer Team 4 Engineer Team 4 Main stock Engineer Team B Engineer Team B Main stock IYSEDEN CHRISTIE IYSEDEN CHRISTIE Main stock Jane Smedley Main stock Peter Rushworth Peter Rushworth Main stock Engineer SERVICE CO SERVICE CO Main stack stores Simulator Simulator Main stack Sub Contractor Sub Contractor Main stock Supplier shores Locational shores Edit this store Core stock Store holdings Replenish Description Stock Re order level FRe order to Location There are no items to show in this list lt Template Add parts to store 2 Create the basic core stock for this engineer by adding parts to store see page 17 for details on adding parts 20 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Store Maintenance 3 After all the parts have been added the screen will appear similar to the following Setup stores Engineer stores Owner Source E DELIVERY VAM DELIVERY VAM Main stack Main stores Engineer Team 4 Engineer Team 4 Main stock Engineer Team B Engineer Team B Main stock IYSEDEN CHRISTIE IYSEDEN CHRISTIE Main stock Jane Smedley Jane Smedley Main stack Peter Rushworth Peter Rushworth Main stock Engineer SERVICE CO SERVICE CO Main stock stores Simulator Simulator Main stock J Sub Contractor Sub Contractor Main stock Customer shores Supplier shores Locational stores Treake new
41. the current physical stock 10 7 3 64 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Customer Holdings Tab Customer Holdings Tab The customer holdings tab shows details of all the physical holdings good stock and the faulty stock that a customer has Viewing holdings through the customer record 1 Select the Holdings tab The holding tab appears Customer Record Vantage Computing International Click the button below bo wiew the stock holdings For this customer eo Show customer holdings Close Notes Letters Sites Price book 1 m z 3 e n 2 Click the Show customer holdings button and the Customer stores dialogue is displayed with the customer preselected Setup stores Customer stores DoR Source Vantage Computing Inter Vantage Computing Inter Main stock Customer stores Edit this store Core stock Store holdings Replenish Description Stock Pe order level Re order to Location There are no items to show in this list Template Add parts to store Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 65 New Stock Control 3 Click the Store holdings tab Setup stores Customer stores Source Vantage Computing Inter vantage Computing Inter Main stock Customer stores store Edit this store Replenish Description Sood Qty Faulky Q
42. 0 Oly light ourc Despatched Loan requests Reordering Estimate eguest Order Select an alternative part Reference Z007 09 20 ADMIN 0000S Fan Belt o 1 Parts despatched 116 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Replenishment Vci Loan requests There are five types of views and these are e Requested shows all loans that have been requested e Reserved shows all loans that are reserved e Installed shows all loans that are installed e Collected shows all loans that have been collected e Returned shows all loans that have been returned to loan stock Loan requests Requested 1 From the Stock replenishment dialogue click Loan requests and the following is displayed Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform No replenishment option selected Engineer stock Part requests Loan requests Requested Reserved Installed Collected Returned Reordering Reference 2007 09 20 ADMIN OO0005 g Print s Reports 2 Click Requested and the following is displayed Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Endineeretenl Loan requests Requested Jobs Faulty returns Job No Customer Logged 33 Vantage Computing Intern DAVID MORRIS 20 07 2004 Part
43. 08 All rights reserved Service Accent New Stock Module Setup amp User Guide 7 New Stock Control VCi The following procedures apply to all stores Main Engineer Customer and Locational in the Supplier store you can only view store holdings e To create a new store see page 8 e To edit an existing store see page 12 e To view core stock see page 15 e to add parts to core stock see page 17 e to use a template to add parts see page 20 e to remove parts from core stock see page 25 e To view store holdings see page 27 e To replenish stock see page 29 To create a new store You are only able to create a new store for Main or Locational To create a new engineer customer or supplier store you will need to create a new engineer customer or supplier please refer to the Service Accent User manual for details on creating new engineers customers and suppliers and this will automatically create a new store Click either the Main stores icon to create a new main store see below for creating a main store or click the Locational stores icon to create a new locational store see page 10 for creating a new locational store Creating a new main store 1 Click the Create new store button and the following is displayed Store New Cio fx Description Store type Main stock Save oo 1 Stock source Default source 2 In the Description box enter a name for the store this would usually be the actua
44. 100 Optical Rods 0 3 26 x 2 4 56 Storz 4chromats Mo 1 Button 100 Series Large Fan belt Acromat OTS Fan Belk Te bine T Lo Ar aA m pa D m B mn A m A a A mn S mn GA s G mn G m GA m G a G m A a IP D M oe so Coe Po a e J 2 The Store holdings view shows the current stock in this store The display shows the part number the description the quantity in stock good stock any faulty stock and any stock that is in transit from the stock source to this store Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 75 New Stock Control 3 Right clicking on a part will bring up the options menu Setup stores Engineer stores g Main stores Engineer stores Customer DAVID MORRIS DELIVERY YAM Engineering team 4 Engineering team B IYSEDEN CHRISTIE Jane Smedley Jason law Peter Rushworth Salesman One SERVICE CO Simulator Sub Contractor DAVID MORRIS DELIVERY YAM Engineering team 4 Engineering team B IYSEDEN CHRISTIE Jane Smedley Jason law Peter Rushworth Salesman One SERVICE CO Simulator Sub Contractar Source Main stock Main stock Main stock Main stock Main stock Main stock Main stock Main stock Main stock Main stock Main stock Main stock shores Supplier shores a Locational shores Core stock Store holdings Replenish Description Edit this store Good Qty
45. 65 Supplier Computer Suppliers Inc Tracking a serialised part 1 The first step is to raise a purchase order for the serialised part please refer to the chapter on creating purchase orders Purchase order POOOO81 Amta Purchase order ltems Delivery details Other Items on this order Manufacturer s park Total cost me ee 34 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Serial Number Tracking 2 The next step is to receive the serialised part Purchase order POOOO81 Purchase order Items Delivery details Other Items on this order Manufacturer s park Total cost RASHISGHS 765 en O E 3 Serialised part MB100 has been received and the serial number is MB93837456 4 If the inventory record for this serial number is opened either using Finder right clicking on the received item and clicking Open inventory item by selecting from the view inventory dialogue or right clicking the part in the Stores screen and clicking Open inventory item and then the Other tab is clicked and then the Tracking tab is clicked the following will be displayed The tracking tab is only visible if the inventory item is a serialised part Inventory Record MB93637456 Pentium Motherbaord Seles Item Status Contract Warranty Le
46. 78 You will be prompted to enter a Scrap reference code for this item Service Accent Please enter the scrap reference code for this part R 79 Click OK 52 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Serial Number Tracking 80 Close the stock transaction dialogue and the Tracking tab of the inventory item appears as follows Inventory Record MB 48489464 Pentium Motherbaord Ses iii Item Status Contract Warranty Lease Rental Parks Kit Other Preferences Depreciation amp subcontracting Tracking Stock location Scrapped eee Close Motes Faulty reference faulty return History Returns reference Fn Letters Scrap code Scapped item 12 81 The Stock location is updated to reflect that the serialised part is scrapped 82 This serialised item cannot be used again 83 If the scrapped serialised part is to be returned to the supplier you will need to perform a Stock transaction to move the serialised part from scrapped to supplier 84 From the Inventory Tracking tab click Transfer this item Perform stock transactions Stock transactions This allows you to move stock between locations i 0 transactions made Where are the parts coming from scrapped stock ooo Where are the parts going to Nore ka Enter your own reference for this transactio
47. 90 As the stock transfer has been initiated from the serialised inventory record you cannot select another part set the quantity or remove the part The serialised part number and the serial number are automatically added to the parts to be transferred 91 Click Perform transactions 54 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Serial Number Tracking 92 You will be prompted to enter a Supplier returns reference code for this item Service Accent Please enter the supplier s returns reference for this part 93 If Ship this transaction via the Transit Manager has been enabled the Tracking tab will appear as follows Inventory Record MB 48489464 Pentium Motherbaord fe ix PUTED UE Meena Sites Mes fie igi other Preferences Depreciation amp subcontracting Tracking Stock location Supplier stock In transit Computer Suppliers Inc Clase Motes Faulty reference faulty return History Returns reference 23413467 Letters Scrap code Scapped item 12 EH a i 94 The part is shown as being in transit to the supplier stock 95 You will then need to open the Transit manager to receive the part see Transit Manager on page 32 Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 55 New Stock Control 96 After the part has been received eithe
48. BES Line Electrical Ltd S007 2007 Loan requests Requested Reserved Installed Description Collected ASHEIM Washroom bin Returned Y Despatch Return Tested Reference 2007 09 20 ADMIN 00005 G Reports 9 To reserve the loan item click the Reserve button and the following is displayed Service Accent h How do you want to view your loan items TE Same category only All loan items 10 To select the loan item you need to indicate how you want to view the available loan items There are three choices e Same product only displays only loan items that are the same product as the one requested Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 119 New Stock Control Vci e Same category only displays only loan items that are the same category as the one requested e All loan items displays all loan items available Click the appropriate button and the following will be displayed View loan items 2 Locational 3 Reserved 4 In transit 5 Installed 6 Returned Part Mo Description E Status HaJUH36534 ARIS9705 4RISTON INDUSTRIAL DISHWASHER In main stock 594575457645705 WASHBIM Washroom bin In main stock 123124 HD5S00 S0066 Hard disk In main stock 11 Select the loan item required either by double clicking or highlight the item and then click Select 12 The job is moved from the requested
49. ERED CYAN TONER CARTRIDGE METERED STAPLE CARTRIDGE WASTE TONER BOTTLE We V1l3z FUSER UNIT 207 CRU WD BTR UNIT CPU DRUM CARTRIDGE We Flse BF angulation mesh Paediatric angulation mesh BF large angulation mesh T Window T 1 Dat 3 Daas l 1 i Only show items in stack Copyright Vantage Computing Ltd 2008 All rights reserved 80 Service Accent New Stock Module Setup amp User Guide Stock Movement History Vci Stock Movement History The stock movement history view is used to show your stock movements over a specific period To view stock holdings 1 Click View from the Service Accent button bar under Stock control click the Stock movement history icon 5 a d Ez Bs 1 View Routines Shortcuts Finder Reports To do 3 a S 8 Customers Contracts Products Inventory Engineers amp parks locations General Work control 3 8 B Open jobs Closed jobs Escalations Visual scheduler Invoicing Invoices amp Sales order costings processing Stock control G a B st 5 i a3 Suppliers Purchase Stock Stock Loan items Loan Orders holdings movement items Hi history administration 2 The Stock movement history dialogue appears Stock movement history Stock movements Reference Tate Part Mo Movement Qoy Total 4008 07 02 RDMIN 00001 2008 07 02 aDMIN 00002 2008 07 _ 02 aDMIN 00003 2008 07 02 AaDMIN 00004 ZOO08 07 02 AaDMIN 00005
50. Faulty Cty In transit 4 1001 007 102866e31 135768 245000070 2633070 ehh 10055420 55420 32652610 Optical 456 4 56 St 46011000 Mo 1 Ei 937 FaYUI0SE Large f 02771170 crom 41010 OTS BELT12 Fan Be are aan T k Tivind pen this item Resisto New Objecti Objecti Jo Poe so Cor Po he it ee T Perform transaction Show stock holdings Show alkernatives Explore View inventory Motes P B mn BE mn B m GA ma GA m G mn A a G mn GG ma G m A a GA a 5 Reports Properties 4 There are 10 options available for the menu and these are as follows e Open this item opens the selected stock record e New use to create a new stock record e Perform transaction use to perform a stock transaction on this part see Stock Transactions on page 83 e Show stock holdings use to view the stock holdings in all stores see Stock Holdings on page 77 e Show alternatives use to show any alternative parts that can be used if no stock of this part e Explore use to drill down into the stock record showing the associated records and their hierarchies e View inventory use to show the inventory items for this part if it is a serialised part see Transit Manager on page 32 e Notes use to view notes for this stock record e Reports use to view reports and letters specific to stock e Properties Use only in conjunction with technical support 76 Service Accent Ne
51. Logged BES Line Electrical Ltd Peter Rush 30007 2007 Part requests 63 Vantage Computing Ltd Peter Rushw OS 05 2004 Loan requests Requested Reserved Loans on job _ Installed Serial Mo Collected WASHEIN 894575457845785 Loan despatched Returned Reordering Details a nnT ee ee ence 2007 09 20 ADMIN O0009 W Reports 12 Highlight the loan item and then click the Details button Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 123 New Stock Control Loans and replacements 819 ty Serial No Source Status washroom bin 1 894576457645765 Engineering tea Loan despatched d d l jan Mo d i F pa Remove elect product or Install now a Deliver loan to ae ie 5 ove Product Main stock Description Engines Abandon i T Urgent Delivered via Despatch note Installed Rejected Removed Swap out 13 The loan status is now shown as despatched To install the loan item After the loan item has been despatched the next step is to install the item 1 From the Stock replenishment dialogue click Loan requests and the following is displayed Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Enjin stock No replenishment option selected Part requests Loan requests Requested Reserved Installed Coll
52. New Stock Control VCi 48 The next step is to move the faulty item from the engineers faulty stock to main faulty stock This can be done in one of two ways Either use Stock transactions See step 48 or use Stock replenishment see step 60 49 Click the transfer this item button Perform stock transactions Stock transactions This allows you to move stock between locations i O transactions made Where are the parts coming from Peter Rushworth Where are the parts going to None Enter your own reference for this transaction Aa 50 From the Where are the parts going to drop down list select Faulty stock If you have more than one main store the following will appear Service Accent Select a store Cancel 51 Select which store the faulty part is to be returned to and then click OK 46 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Serial Number Tracking Perform stock transactions Stock transactions This allows you to move stock between locations i 0 transactions made Where are the parts coming from Engineer faulty stock ooo A Feter Rushworth Where are the parts going to Faulty stock Main stock Ship this transaction via the Transit Manager Enter your own reference for this transaction EE 52 If this item is to be shipped via the Transit Manager see Transit Manag
53. O 19 2000 14 OAA D MINOO 10 20060 1t OAA DMINODO 10 2008 11 OWADMIN DOG20 2000 11 OAA DMINOOOSO 2000 11 ONAMNING 7000 1t OWADMINIODO Service Accent New Stock Module Setup amp User Guide 59 New Stock Control VCi Stock Holdings Tab The stock holdings tab shows details of all the physical holdings reserved for jobs or sales despatches faulty scrapped in transit and loan items 1 Select the Holdings tab The holding tab appears Stock Record 002 025 0U Objectives Part Pricing Kit Meters Usage Holdings More Alternatives Compatibility Click the button below to view khe stock holdings For this part we Show stock holdings e ar ee a a a ES Close Notes Price book Re order level 0 Re order ta Documents 2 Click the Show stock holdings button and the following is displayed W 002702570U Objectives Faulty On Jobs Jobs Jobs Sales Sales In transit On loan Scrapped Bin location Stock Order Ordered Reserved Despatched Required Reserved Main stock Main stock 1 BIN12 Manchester x234 1 Engineer stock Jane Smedley Peter Rushworth IYSEDEN CHRIS Customer stock vantage Compu Supplier stock Wasington Was Locational stock Collection Bin 33 3 The holdings dialogue shows the following details Main stock This shows the physical quantity in stock ME 0027025700 Objectives Engineer sluck Jane Seley Pete
54. OOR POLISHER INDUSTRIAL WASHING MACHINE INTERFACE PC SPARE PARTS TONER Balt TONER COLOUR Maw sae eres vl afe F f Show products and parts i Only show items in stack C Show products only f Show parts only 78 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Holdings 6 Then expand the Locational holdings by clicking the plus m sign and the following is displayed Stock holdings Steck items Ball COFIER COLOUR COPIER CONSUMAELES DIGITAL COPIER DISHWASHER DOMESTIC APPLIANCE DEUM AENA E A a pe Wee ee ee ee oes ee eee k Locational holdings Jane Smedley Peter Bushworth SERVICE Cd FAX FLOOR POLISHER INDUSTRIAL WASHING MACHINE INTERFACE lt Ther f Show products and parts I Only show items in stack f Show products only f Show parts only ee re E 4 7 At the bottom of the stock holdings dialogue is a category called Non categorised This is used for all the parts products that have not had a stock category setup against them Stock holdings DISHWASHER te DOMESTIC APPLIANCE PEUH DRUH T1l DRUM TYPE 1 Locational holdings Jane Smedley Peter Bushworth SERVICE Cd FAX FLOOR POLISHER TINDOSTRIAL WASHING MACHINE INTERFACE PC SPARE PARTS TONER Ball TONER COLOURB a lon categqarised 4 E E E E E E E f Show products and parts k Only show
55. Poerchare ortai level aenetmaet Fram supplier stack To main stock from men tow fo toc ahora Soth ot kDa at Fo weatroral shoh ty kerri To lecatonal ateck Fram beationsl stem To outtemersioc From peilon of sleet To faulty a tock main Trem taulty stock mai To customer stat Frew sesion ot elect Fo faulty stoca iw ain Gn transit Fo faulty SER iw pin On Mansit To taulty stock main Peerna by Denie Awtri Gem Vantage Capio Copyright Vantage Computing Ltd 2008 All rights reserved Qeta indion Pemium Mothebaced Print the report if required PODOCRt POQ009t MRGARITAAG rae POO0DO0OR t Computer Supphect ine mngono7asa Mug07 7456 Mogoug7ase6 Pete Hud tewort mAgoRaTane Petet Rustererth mneona7asa Peter Ruston MBG3837450 Peter Rushworth on Serves Pentre MAGIRI7460 esa Seivke FPemtlic Service Point Lid OW are MBG3837450 Seivwee Femilia OY ave CUESTE RE L1 favyity return MOGIGI 350 teulty return mneona7ase Service Point Lid OA are MBG3837460 Serves Point Lid W ave wMugouj7ase Faulty rejoins mOeoni74se faulty retoma MbgI077456 Faulty retemne mneong7asa Faulty retains Transaction 200R it OUADMINDOO t 2000 1 IONA DMI 2008 tt OWADMINIDO 19 2000 11 ONAP MINTO TD 2000 11 OW AD MINOO 14 2008 11 ODADMINZODO 14 2008 1 i OMAD MINDI 16 2000 19 ONADI 19 2008 11 ONADMINDOOO 1A 2008 11 OOFADMINAOOTT 2008 1 OAD MINGUS 18 2000 1T OVADMINAIO
56. STIE Jane Smedley Peter Rushworth SERVICE CO Sub Contractor DELIVERY YAM Engineer Team 4 Engineer Team E IYSEDEN CHRISTIE Jane Smedley Peter Rushworth SERVICE CO Simulator Sub Contractor Source Main stack Main stack Main stock Main stock Main stack Main stack Main stock Main stack Main stack Edit this store Core stack Store holdings Replenish Location Engineer Van Engineer van Engineer van Engineer Yan Engineer van Engineer van Description Stock Re order level Re order ta Cv 200 Oly processor Channel GIF PO 0 J510 1316mm insertic Fod Lens 1 98 x 22 90 CCO LENS UNIT CF 1 Universal cord tube 41005 sH014900 J610 501982290 TBSCCOLZ001 TUC1 4615024 si Template 4dd parts to store 2 The display will automatically show the Core stock view except for main stock where the store holdings are shown as you cannot have core stock for main stock Click the Store holdings tab SEA i ol Fart No Description Good Qty Faulty Gky In transit A 1001 002 HIME 13 0 102666x31 T Window 1 0 135765 Resistor lz 0 245000070 Objectives 2 45 0 70 1 0 2633070 Objectives 2 63 30 70 2 0 2hMG 10055420 5420 Ballbearing Gd100 2 0 3202610 Optical Rods 0 3 28 2 1 0 E 456 4 56 Storz Achromats 0 0 46011000 Mo 1 Button 100 Series J 0 967 FOyUIOGS Large Fan belt 1 0 Dr 1170 Acromat 2 0 41010 OTY Se J 0 BELT12 Fan Belt 2 0 a nm 34am Te bLi T L mr aan 417 m
57. Service Accent The Service Accent dealer you purchased Check for updates to Service Accent and Service Accent from or obtained your its components Fixes and product Service Accent trial from is responsible enhancements are made available several for providing your support If you need to times a year and updates are free for contact your support provider please click contract customers the link below S Go to downloads page N Cantart vanr sunnart nravider 4 e Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved New Stock Control If the optional Service Accent Stock Module has not been licensed stock control will not be available This chapter discusses stock control which is the process of managing your stock This chapter contains the following topics e Store Maintenance e Transit Manager e Serial Number Tracking e Stock holdings tab e Customer holdings tab e Engineer holdings tab e Stock Holdings e Stock Movement History e Stock Transactions e Stock Replenishment e Stock Taking e Stock Housekeeping e Reprinting A Consignment Note e Stock Audit Reports Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 5 New Stock Control Store Maintenance Vci The Store view is used to setup and maintain your store locations main engineer customer supplier and locational setup r
58. Source Main stock Main stock Main stock Main stock Main stock Main stock Main stock Main stock Main stock Edit this store Template Create the basic core stock for this engineer by adding parts to store Description There are no items to show in this list Stock Re order level Add parts to store see page 17 for details on adding parts After all the parts have been added the screen will appear similar to the following Setup stores Engineer stores Main stores Engineer stores Customer Locational stores DELIVERY VAN Engineer Team 4 Engineer Team B I YSEDEN CHRISTIE Peter Rushworth SERVICE CO Simulator Sub Contractor Core stock Store holdings Replenish DELIVERY YAN Engineer Team 4 Engineer Team B IVYSEDEN CHRISTIE Jane Smedley Peter Rushworth SERVICE CO Simulator Sub Contractor Re order to Location Source Main stock Main stock Main stock Main stock Main stock Main stock Main stock Main stock Main stock Edit this store 41003 GH014900 J810 501962290 TBSCCDL2001 TUCI4 13024 70 eService Accent New Stock Module Setup amp User Guide Template Description C 200 Oly processor Channel GIF PQ20 J810 1316mm insertio Rod Lens 1 98 x 22 90 CCD LENS UNIT CF 1 Universal cord tube Copyright Vantage Computing Ltd 2008 All rights reserved Stock Re order level Add parts to store Location Engineer Van Engineer Va
59. This allows you to move stock between locations i 0 transactions made 4 Select the parts MB100 Pentium Motherbaord MBIS83 7456 Print a despatch note Print transaction docket om Perform 14 As the stock transfer has been initiated from the serialised inventory record you cannot select another part set the quantity or remove the part The serialised part number and the serial number are automatically added to the parts to be transferred 15 Click Perform transactions 16 If Ship this transaction via the Transit Manager has been enabled the Tracking tab will appear as follows Inventory Record MB93837456 Pentium Motherbaord Seka Item Status Contract Warranty Lease Rental Parts Kit Other w Preferences Depreciation amp subcontracting Tracking Stock location Engineer stock In transit Peter Rushworth Close Motes Faulty reference L History Returns reference O O O Letters Scrap code m Transfer this item e Ha i 17 The part is shown as being in transit to the engineers stock 18 You will then need to open the Transit manager to receive the part see Transit Manager on page 32 19 After the part has been received either immediately or via the Transit manager the Tracking tab appears as follows Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 37 New Stock Control Inve
60. VAN DELIVERY VAM Main stock Main stores Engineer Team 4 Engineer Team 4 Main stock Engineer Team 6 Engineer Team B Main stack TYSEDERN CHRISTIE TYSEDERM CHRISTIE Main stock Jane Smedley Jane Smedley Main stock Peter Rushworth Peter Rushworth Main stack Engineer SERVICE CO SERVICE TO Main stock shores Simulator Simulator Main stock z Sub Contractor Sub Contractar Main stack Customer shores Supplier shores Locational stones Create new store Edit this store Core stock Store holdings Replenish Stock Re order level Re order to Location There are no items to show in this list Add parts to store Properties Remove parts There are no items to show in this list 4dd parts to store Properties Remove parts Save this as a template Load a template iter Fumis opt erred E T i ie eos a eiri ele ne ear cae ep ied ny Pt a a i e er r hrer sorte Ch Pere rE r eerie pis There are no iteme to show in this list Template F Add parts to store Properties Remove parts Save this as a template Load 4 template d Man Kit Engineer base core stock 72 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Engineer Holdings Tab 12 Select the template to load in this case it will be Engineer base core stock and the following message is shown Service Accent This will delete the core stock on this
61. Yan 6HO14900 Channel GIF PQ20 0 4 5 Engineer Yan J510 J810 1316rm insertio 0 1 2 Engineer van 501982290 Rod Lens 1 98 x 72 90 0 2 10 Engineer Van TUC146135024 Universal cord tube Y Engineer Van E gt Template 4dd parts to store E _ J 10 Repeat steps 1 to 8 to add more parts To use a template to add parts to core stock If you have the same core stock in other locations you can set up a template so that you don t have to keep adding the same parts to all the stores Using templates is extremely useful when setting up engineer core stocks as most engineers tend to carry the same basic parts The example below will create a template for engineer core stock but the procedure is the same for all core stock locations Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 69 New Stock Control 1 Select the engineer store by clicking the engineer stores icon and then select the store Setup stores Engineer stores i Main stores Engineer stores g Customer stores amp Supplier stores ea Locational stores DELIVERY VAN Engineer Team Engineer Team B IYSEDEN CHRISTIE Jane Smedley Peter Rushworth SERVICE CO Simulator Sub Contractor Core stock Store holdings Replenish DELIVERY VAN Engineer Team Engineer Team B I YSEDEN CHRISTIE Jane Smedley Peter Rushworth SERVICE CO Simulator Sub Contractor
62. age Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 137 New Stock Control VCci 8 After the inventory item has been swapped with the loan item the Original inventory item is now marked as unallocated and has been removed from the customers record Inventory Record 0987 PC CO PENTIUM PC 1 Item 2 Status 3 Contract 4 warranty l 5 Mete 6 Lease 7 Rental a Parts J Kit Other Description PC CO PENTIUM PC Serial No sez Close Qty l Motes category l History Asset Na SEROOOL Letters Location Fe Date installed o1fos 2000 wie F 9 The loan item has now become a legitimate inventory item for this customer I x Inventory Record HGJUH36534 ARISTON INDUSTRIAL DISHWASHER 1 Item 2 tatus 3 Contract 4 Warranty ll Meter 6 Lease 7 Rental 2 Parts 9 kit Other Description ARISTON INDUSTRIAL DISHWASHER Serial Mo HGIUH3653 O O O Close Ory pL Notes Category PC History Asset Mo FC snatches Location DIRECTOR S OFFICE a Date installed ojor 2008 Customer H ag ii 10 Click Routines from the Service Accent button bar under Stock control click the Stock replenishments icon 11 The Stock replenishment dialogue is displayed 12 From the Stock replenishment dialogue click Loan requests and the following is displayed 13 Click Returned and the
63. aintenance To add parts to core stock 1 Select the store by clicking the icon Main Engineer Customer Supplier or Locational and then select the store Setup stores Main stores Clo Eg E Source Main stock Hain stores Manchester Main stock Engineer stores Customer shores Supplier shores Locational shores Edit this store Core stock Store holdings Replenish Stock Re order level FRe order to Location Fan Belt z0 Blz73 ki iiil gt Template Add parts to store Properties Remove parts 2 To add a part to the core stock click the Add parts to store button and the Finder is displayed Sieg Search for The results will show parts amp products Products and parts Part Mo Parts amp products o O Products only Description Parts only New search Category _ Serialised items E Mew part or product Location Manufacturer Man Park Mo There are no items bo show in this list Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 17 New Stock Control VCci 3 Please refer to the Service Accent User Guide for further information on using Finder 4 After the part has been selected the following is displayed Service Accent Set the properties of OCCBF40E Re order level Re order to Source store Location 5 A part can have a re order level and when
64. ales checked Checking Unallocated stack levels Product Q06R01L265 stock level now set to amp Product INT cc stock level now set to 1 Product P P stock level now set to 1 3 products checked Checking loan items Finishe Checking parts reserved for nly 0 holdings for reserved stock were corrected Checking parts despatched to jobs O holdings for despatched stock were corrected Housekeeping Finished 10 July 2008 10 51 5 The log details are automatically saved If there was a previous log file the most recent stock housekeeping log will be appended to the log To perform price uplifts 1 If you want to uplift increase the cost prices of your parts and or products enable Uplift prices this will enable the uplift section all Stock housekeeping Ready to run stock housekeeping Select the options you want to perform and click Start Ze Uplift parts Uplift products Uplift the cost by O S of the current cost by 0 5 oF che current price or by 0 times the coast orby the uplift value in the stock category For part no prefix For category all z For supplier E leave hi at te ipoe Set item nominal codes fram categories if blank Set part numbers to uppercase 2 To uplift parts prices enable Uplift parts Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 155 New Stock Control 3 To up
65. and Receiving Parts Consumables on page 621 for further details on how to authorise and receive the purchase order 13 The item tab on the purchase order shows which job the part has been ordered for 14 The job is moved from request to On order Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment vou want bo perform Beaia Part requests On order Jobs 347 Parker amp Hudson Fire Jane Smedley 05 02 2007 Part requests B16 Service Point Ltd Peter Rush 1406 2007 Estimates Requests On ord n order Parts requested Reserved Despatched Description l Instock Required 4 56 Storz Achroamat Loan requests Reordering Eeim oko D sri CSLUmMmaALE PREOUr Select an alternative part Reference 2007 09 19 ADMIN 0O0041 Print GA Reports 15 When the parts are received against the purchase order the job is moved from the on order view to the reserve view 108 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Replenishment To Reserve a part 1 From the Jobs area select the job You can only select one job at a time Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform came short Part requests Requests Jobs Faulty returns Z Job Mo Customer Ape EDEL Mey Engi Logged 162 Vantage Computing Ltd
66. arks used MESSE 7456 MBF a436464 75 Add part Modify Action Estimate only Part No This part has been used Description E Request this part Details Select part 44 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Serial Number Tracking 45 On the Parts for job dialogue the new serialised item fitted will be shown along with the faulty serialised part that has been removed When a faulty item is removed it automatically goes into Engineer faulty stock of the engineer assigned to the job If no engineer is assigned to the job the faulty part goes back to main faulty stock or to the location that the part was used from 46 The Tracking tab of the inventory item for the faulty serialised item Shows the part is in the engineers faulty stock and the returns reference is shown SEIE Inventory Record MB 748489484 Pentium Mother baord Lease Rental Parts kit Other Item Status Contract Warranty Preferences Depreciation amp subcontracting Tracking Stock location Engineer Faulty stock Feter Rushworth Close Motes Faulty reference faulty return History Returns reference Letters Scrap code Transfer this item 7 E a f 47 The Stores dialogue now shows that the engineer has this item in their fa
67. ase Rental Parts Kit Other Preferences Depreciation amp subcontracting Tracking Stock location Mainstock OO C C O a aaa Motes Faulty reference PO History Returns reference nn Letters Scrap code Transfer this item eee 4 i iL i E La 5 The Tracking tab will be used throughout this example to show how the serialised part is tracked 6 As the serialised part has only been received the stock location is Shown as Main stock If the purchase order was for another store that store will be shown as the stock location 7 The remaining fields Faulty reference returns reference and scrap code will be used later Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 35 New Stock Control The next step is to transfer this serialised part to an engineers holdings so that it can be used on a job To transfer the serialised part from Main stock to Engineer stock you need to do a stock transfer This can either be performed by clicking Routines Stock control and then Stock transfers Please refer to Stock Transactions on page 83 for further details on stock transactions or by clicking the Transfer this item button If the Transfer this item button is clicked the following is displayed Perform stock transactions Stock transactions This allows you to move stock between locations i 0 transactions ma
68. ase profiles Is a product has a serial number Repairable l Accessory Other codes Save New Modify Pricing Price ost Weighted average o Close Contract price 0 00 tdefault annual value Notes Price book Documents Tax code Customer discount 1 al Le I L ti Customer discount 2 Customer discount 3 Supplier discount enable Set item nominal codes from categories if blank The stock house keeping routine will then populate the nominal code on the part product if blank with the nominal code from the stock category sll Stock housekeeping A fx Ready to run stock housekeeping Select the options you want to perform and click Start W Uplift prices Iv Uplift parts If Uplift products Uplift the cost by O of the current cost by O of the current price or by O times the cost or by I the uplift value in the stock category For part no prefix FC For category SPARE PARTS For supplier wasington Washer Spares leave doe art to ipoe i 158 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Housekeeping 13 To set your part numbers to be upper case only enable Set part numbers to uppercase all Stock housekeeping Ready to run stock housekeeping Select the options you want to perform and click Start I Uplift prices lw Uplift parks k Uplift products Upl
69. at are despatched are shown in the loans on jobs viewing pane 5 Highlight the item Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 125 New Stock Control Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform ae Loan requests Installed Jobs Faulty returns Job Mo Customer 663 Line Electrical Ltd Peter Rush 30 07 2007 Part requests 63 Vantage Computing Ltd Peter Rushw 0505 2004 Loan requests Requested Reserved Installed Collected Returned Loans on job Serial Mo wA SHEIN 4 ead read 5785 Loan despatched Reordering Reserve Despatch Return Tested Reference 2007 09 20 ADMIN OOO09 GA Reports 6 Click the Details button Loans and replacements 819 ty Serial No Source Status washroom bin 1 894576457645765 Engineering tea Loan despatched Add loan Modify Remove Select product or Install nowy Deliver loan to i t l gave Produc Main stock Description f Engineer bandon Urgent Delivered via Despatch note Installed Rejected Removed Swap out 7 Highlight the loan item to install 126 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Loans and replacements 819 ty Serial Mo 1 89457545 Descri tion Washroom bin product or Install
70. ate as Engineer base core stock 7 Click OK to save the template 8 The next step is to add this core stock to another engineer store 22 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Store Maintenance 9 Select the other engineer store by clicking the engineer stores icon and then select the store Setup stores Engineer stores Main shores DELIVERY VAN Engineer Team 4 Engineer Team E IYSEDEN CHRISTIE Jane Smedley Peter Rushworth SERVICE CO Simulator Sub Contractor Engineer stores Customer shores Supplier shores Locational shores Core stock Store holdings There are no items to show in this list Ill Template 10 Click the Template button LTTE mai utne way a ya eee Te ee ey Prete et coe E cece cored may There are no items bo show in this list Save this as a template Load a template There are no items to show in this list Template Save this as a template Copyright Vantage Computing Ltd 2008 All rights reserved Add parts to store 4dd parts to store Load a template d Man Kit Engineer base core stack Owner DELIVERY VAM Engineer Team 4 Engineer Team B IYSEDEN CHRISTIE Jane Smedley Feter Rushworth SERVICE CO Simulator Sub Contractor Source Main stock Main stack Main stack Main stock Main stock Main stack Main stack Main stock Main stack C
71. ck Engineers Part replenishments Jane Smedley Feter Rushworth Part requests Loan requests Top up whole kit Reordering Instock Required There are no iteris bo show in this list Order park Top up part Don t top up Reference 2008 11 06 ADMIN OO0046 g Print G Reports 3 From the Engineers area select the engineer to replenish You can only select one engineer at a time Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Emari Engineer stock Part replenishments Engineers Part replenishments Fault t i E RNS Peter Rushworth Part requests L E oan requests Top up whole kit Reordering Instock Required FREDIONES a fred part Order part Top up part Don t top up Reference 2008 11 06 ADMIN 00046 g Print GA Reports 92 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Copyright Vantage Computing Ltd 2008 All rights reserved The list of parts requiring replenishment Stock Replenishment is calculated by checking completed jobs to see if the part has been marked as Replenish this part Parts for job 359 Description Fan Belk Details Select part Description Fan Belk Unik price Discount Unit cost Your rer Returns rer Order Mo Despatch note Action Estimate only This part has been used Request thi
72. ck the following message will be displayed Service Accent Please enter the scrap reference code for this part Cancel 22 Enter a unique scrap reference code for this part and then click OK If the scrapped item is serialised the scrapped reference is used on the inventory tracking tab 23 After the transaction has been performed and the despatch note if requested printed and the transaction docket if requested printed the main perform stock transaction dialogue is re displayed Perform stock transactions Stock transactions This allows you to move stock between locations i 0 transactions made Where are the parts coming from None Where are the parts going to None r Enter your own reference for this transaction Aa 24 The bottom of the dialogue shows how many transactions have been performed since the Perform stock transactions routine was selected 25 An examples of a stock transaction e Your current stock holding for a part in main stock is 10 but after a manual stock count you actually have 12 in stock Therefore you need to increase your main stock by 2 Select None from the Where are the parts coming from drop down list Then in the Where are the parts going to select Main stock Click Next and then click Set quantity and change the quantity to 2 Then click the Perform transactions button The main stock holding for this part will now show as 12 Copyright Va
73. cked to see if it is equal to or below this reorder level and if so it is added to the list of items to replenish 3 The display shows the part number the description the actual quantity in stock and the amount required to bring the stock up to the specified reorder to quantity 4 All items in this list are selected by default To unselect an item press Control and Click To select all items click the Select all button to unselect all items click the Select none button 5 Click the Replenish parts button to replenish the selected parts 6 The routine will firstly check the stock source for this engineer store to see if there is sufficient stock to replenish the part if so the part will be automatically transferred from the source to the store If the part to be replenished is a serialised part see Serial Number Tracking on page 34 serial numbers will have to be selected Any parts that are in stock at the stock source will automatically be added to the Transit Manager see Transit Manager on page 32 and you will need to confirm receipt of these parts before the store quantity is updated 30 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved a mai stack iSt ee pare pee cee ge ee ae Be oni ne Le pets oa i yee ea BRY 1000 CCDGIFIT240 DEYV T2 DRUM T1 95116500 HOS00 INT cL METZ001 ee A A N Description Large Fan belt cromat GT 55 Fa
74. d 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 57 New Stock Control 2 Enter the Period to include and then click Next Stock movements audit by Part wizard Step 2 of 3 Enter any parameters below These parameters allow you to filter the data that appears in the report Select a part 3 Select the Part from the drop down list In this case the part is MB100 Stock movements audit by Part wizard Step 2 of 3 Enter any parameters below These parameters allow vou bo filter the data that appears in the report Select a part 4 Click Next Stock movements audit by Part wizard Step 3 of 3 Enter any parameters below These parameters allow vou to filter the data that appears in the report Select an option C Only closing balances 58 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Serial Number Tracking 5 Select All movements and then click Next Stock movements audit by Part wizard Finished Complete Click the Finish button to run the report IF you want bo change the print destination of this report click the Printer button below before running the report 6 Click Finish and the following report will be displayed Stock Movements Audit for the period 01 11 2008 to 06 11 2008 06 Nov 2008 7 Fei Ne MB 100 ims ee1i pees Moleement Petehate erdatlewel adpetmast
75. de Where are the parts coming from frain stock O Where are the parts going to None Enter your own reference for this transaction Aa ooo The source Where are the parts coming from for the transaction is set as Main stock and cannot be changed In the target Where are the parts going to select Locational stock from the drop down list and then select the engineer who is to receive the serialised item Perform stock transactions Sel Eg Stock transactions Thiz allows you to move stock between locations i 0 transactions made Where are the parts coming from ain stock o Where are the parts going to Engineer stock Peter Rushworth Ship this transaction via the Transit Manager Enter your own reference for this transaction 11 If this item is to be shipped via the Transit Manager see Transit Manager on page 32 enable Ship this transaction via the Transit Manager If this option is not enabled the stock will immediately update the receiving store 36 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Serial Number Tracking 12 Each time a stock transaction is performed a unique system reference is created to add your own reference enter the reference in the Enter your own reference for this transaction box 13 Click Next and the following is displayed Perform stock transactions Stock transactions
76. down list will show all main stores If the source is left as Default source main stock will be used as the source 11 Click Save and Close to save the new store or Abandon to exit without saving the amended store details 12 The Stores dialogue is re displayed showing the edited store To edit more stores repeat steps 1 11 14 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Store Maintenance To view Core stock Core stock is the stock that you expect the store to be holding For example in the case of engineer stores this would be the parts that you expect the engineer to be carrying in their vehicle There is no Core stock available for Main stock To view core stock 1 Select the store by clicking the icon Main Engineer Customer Supplier or Locational and then select the store Setup stores Main stores 3 Store SOUrCE k Main stock Main stores Manchester Main stock Engineer shores Customer shores Supplier shores ez Locational shores Edit this store Core stock Store holdings Replenish Description l Stock Re orderlevel Re order ta Location There are no items to show in this list Template 4dd parts to store 2 The display will automatically show the Core stock view If not click the Core stock tab Py et a ee mer ert i ae Lairg pee me ipin oo a ey EL ed m Taan n art e Timan e a a ee oe a Paa ae ey ee
77. e Setup and User guide This chapter contains the following topic e Overview Of The New Stock Module e The Service Accent Document Set e About this Guide e Documentation Conventions e Contacting Your Support Provider Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 1 Introduction vCi Overview Of The New Stock Module Version 204 of Service Accent introduces a new and more manageable way to control your stock Multi locational stock control allows you to order stock despatch stock reserve stock and return stock from any stock location branch Individual stock locations can have their own re order levels and bin locations OQ It is imperative that this document is read and fully understood before applying the 204 Service Accent update This is an extract from the main Service Accent User manual and there will be references to pages and chapters that do not exist in this document 2 e Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved VCi The Service Accent Document Set The Service Accent Document Set The Service Accent document set consists of the following guides Service Accent Installation And Setup Guide this document describes how to install and configure Service Accent Service Accent User Guide this document describes how to use Service Accent Service Accent Online Me
78. e order levels setup bin locations and replenish stock To view Stores 1 Click View from the Service Accent button bar under Stock control click the Stores icon est System Admin B Routines eae view Shortcuts General 2 g Customers Contracts Products amp parts Work control 3 i Open jobs Closed jobs Escalations Invoicing i a Tar Invoices amp Sales order costings processing Stock control Suppliers Purchase Orders Stores pelbeize eta 2 The Stores view is shown 6 eService Accent New Stock Module Setup amp User Guide A T Finder Reports eS amp Inventory Engineers amp locations Visual scheduler zs Stock Stock holdings movement history exe Loan items Lies te admini Copyright Vantage Computing Ltd 2008 All rights reserved Store Maintenance Setup stores Main stores q Source S Main stock Default source Main stores Customer shores Supplier shores Locational shores Create new store Core stock Store holdings Replenish Description Stock Re order level Re order to Location There are no items to show in this list S Template By default the main store is automatically created This is your main stock location as it was in previous versions of Service Accent prior to version 204 The view allows you to create and edit stores view the core stock what you
79. e to perform another stock take using different options 14 If you have further stock take files to process click the Next button otherwise click the Close button to close the stock take wizard 152 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Housekeeping Stock Housekeeping The stock housekeeping routine is used to uplift stock prices set nominal codes and ensure the integrity of the database To perform stock housekeeping 1 Click Routines from the Service Accent button bar under Stock control click the Stock housekeeping icon eee K a Routines Shortcuts Finder Reports To do windows Help Contracts 2a a amp T Contract Meter biling Rental biling Generate PM Contract billing jobs housekeeping Work control Job costing and Batch job logging Engineer locations invoicing Invoicing Authorise Print invoices Export Invoices Sales order invoices manager Stock control zs G w g Stock Transit manager Stack Consolidate Stock take Stock transactions replenishments purchase orders housekeeping oh l a ati 7 T 2 The Stock housekeeping dialogue appears all Stock housekeeping Ready to run stock housekeeping Select the options you want to perform and click Start Set item nominal codes fram categories if blank Sek part numbers to uppercase Copyright Vantage Computing Ltd 2008 All rights res
80. ected Park requests Loan requests Requested Reserved Installed Collected Returned Reference 2007 09 20 ADMIN OO0005 g Print L Reports 2 Click Reserved and the following is displayed Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform cannes abort Loan requests Reserved Jobs Faulty returns Job No Customer B63 Line Electrical Ltd Part requests Loan requests Requested Reserved Installed o Serialo Source Collected There are no tems to show in this view Loans on job Returned Reference 2007 09 20 ADMIN OOO09 8 Reports Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 121 New Stock Control 3 From the Jobs area select the job You can only select one job at a time Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want bo perform Loan requests Reserved Engineer stock Jobs Job Mo Customer B63 Line Electrical Ltd S007 2007 Part requests Loan requests Requested Reserved Installed Serial Mo Source Collected 594575457545765 Returned Loans on job Reordering Despatch Return Reference 2007 09 20 ADMIN 00009 4 After a job is selected the loans that are reserved are shown in the loans on jobs viewing pane 5 Highlight the item Stock replenishm
81. ected Returned Reference 2007 09 20 ADMIN OO0005 g Print L Reports 124 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Replenishment 2 Click Installed and the following is displayed Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Bnei Loan requests Installed Jobs Faulty returns Job Mo Customer 663 Line Electrical Ltd Peter Rushwe 3007 i2007 Part requests 63 vantage Computing Ltd Peter Rushw 05 05 2004 Loan requests Requested Reserved Installed Serial No Collected There are no tems to show inthis view Loans on job Returned Reordering Despatch Return Reference 27007 09 20 A0MIN O0009 3 From the Jobs area select the job You can only select one job at a time Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Famer eiii Loan requests Installed Jobs Faulty returns Job No Customer 663 Line Electrical Ltd Peter Rushw S0 07 2007 Part requests B3 Yantage Computing Ltd Peter Rush 05 05 2004 Loan requests Requested Loans on job Reserved J Installed Serial Mo Collected gg4570457045705 Loan despatched Returned Reordering Despatch Return Reference 2007 09 20 ADMIN OOO009 8 Reports 4 After a job is selected the loans th
82. engineer or location s kit All parts the engineer or location currently has stock of All parts in the system 5 There are three possible selections e All parts in the engineers or locations kit this will stock take just the parts setup in the engineers or locations kit e All parts the engineer or location currently has stock off this will just stock take the parts that the engineer or location physically has stock e All parts in the system this will stock take all parts in Service Accent whether the engineer or location has them in their kit or physically has stock 6 Enable Include current stock levels to show the current physical stock on the stock take spreadsheet 7 Click the Next button 142 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Taking Stock take Stock take wizard Stock take my engineers and other locations Ready to create the spreadsheet have already created the spreadsheet skip this stage 8 The stock take procedure creates a spreadsheet so that your stock can be counted If you have previously run the stock take procedure and are ready to update the system stock levels enable I have already created the spreadsheet skip this stage please refer to Updating the system stock levels on page 148 If this is the first time the stock take has been run do not enable this option 9 Click the Next button Stoc
83. ents Stock replenishments Select the appropriate option For the type of replenishment you want to perform Loan requests Reserved Engineer stock Jobs Sr See S007 2007 a T a l Part requests Loan requests Requested Reserved Installed Serial Mo Source ae nig agdsreds7redsra5 Returned Reordering ia Despatch Return Reference 2007 09 20 ADMIN OOO009 G Reports 6 If the job has not been fully assigned to an engineer and the Despatch button is click the following will appear Service Accent 7 Open the job and fully assign an engineer Save and close the job 122 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Replenishment 8 Click the Despatch button Service Accent How do you want to despatch this item BR Courier Van 9 Click Cancel to return to the stock replenishment dialogue Select the method of despatch from the drop down list and then click OK Service Accent h Do you want to print a despatch note now i d 10 If a despatch note is required click Yes otherwise click No not to print a despatch note 11 The job is then moved from the despatched view to the installed view Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Princes sio Loan requests Installed Jobs Faulty returns Job No Customer
84. er on page 32 enable Ship this transaction via the Transit Manager If this option is not enabled the stock will immediately update the receiving store 53 Each time a stock transaction is performed a unique system reference is created to add your own reference enter the reference in the Enter your own reference for this transaction box 54 Click Next Perform stock transactions Stock transactions This allows vou to move stock between locations 2 O transactions made 4 Select the parts MB100 Pentium Motherbaord MB 48459454 Print transaction docket 7 Perform 55 As the stock transfer has been initiated from the serialised inventory record you cannot select another part set the quantity or remove the part The serialised part number and the serial number are automatically added to the parts to be transferred 56 Click Perform transactions Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 47 New Stock Control VCci 57 If Ship this transaction via the Transit Manager has been enabled the Tracking tab will appear as follows Inventory Record MB 46469484 Pentium Motherbaord Iter Status Contract Warranty Lease Rental Parts Kit Other Preferences Depreciation amp subcontracting Tracking Stock location Main fFaulky stock In transit Main stack Close Motes Faulty
85. ering Perform transaction Show alternatives Explore View inventory l Motes Despatch Estimate Request Reports Properties Reference 2008 07 10 4DMIN 00014 g Print s Reports Stock Record DETCYF 2 Distal end tip CYF 2 Distal end tip CYF 2 Alternative parts For this part Description Distal end tip CY F 4 al 8 If there is sufficient stock and this part is acceptable highlight the alternative and click the Select button The request dialogue will be re displayed and the alternative part selected will replace the original part on the request 106 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Replenishment Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform inina tock Part requests Requests Jobs Faulty returns 235 Vantage Computing Lid 1707 2006 Part requests 322 Redfern Sentry Ltd 03701 2007 Parker amp Hudson Fire Jane Smedley 05 02 2007 SSM Vantage Computing In Sub Contra 1607 2007 Requests On order Reserved lt lt Description 4 56 Storz Achromats CLY U20 Oly light sourc Despatched Loan requests Reordering Select an alternative part Reference 2007 09 19 ADMIN OO041 g Print G Reports 9 The next step for this item will be to Reserve it please refer to page 109 for further details on re
86. erved Service Accent New Stock Module Setup amp User Guide 153 New Stock Control Vci To check the integrity of the database 1 Click the Start button without selecting any of the other options the following will appear while the database is checked ll Stock housekeeping Seles Ready to run stock housekeeping e Stock housekeeping is running Checking purchase orders 2 The stock housekeeping routine will check the following areas to ensure the integrity of the data e Purchase orders e Sales orders e Unallocated stock e Stock holdings e Price uplifts e Loan items e Nominal codes e Case conversion 3 After the routine has completed a message will be displayed similar to the following Service Accent Mo problems were detected Do you want to view the results 4 If there are any problems detected the message will indicate this Click the Yes button to view the results 154 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Housekeeping P 20080710 txt Notepad Fie Edit Format wiew Help Housekeeping started 10 July 2008 10 51 Checking Tor duplicate holdings 0 duplicate stock holding records were deleted TE purchase orders l2 stock items on purchase orders checked Checking parts ordered for jobs 5 stock items ordered for jobs checked Checking sales orders 27 stock items required for s
87. es sepete a mi bart eet a Lt i eter i T ie pi L oe e Cae phiri a pa e care eae a Sei x Jeri i ireti uine arini hiiri shea is erpa enan Lan Core stock Store holdings Replenish Part Mo Description Stock Re order level Re order to Location BELTI Z Fan Belt 0 10 20 Bl23 4 ll gt Template 4dd parks to store Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 15 New Stock Control VCci 3 If a core stock has not been setup for this store the list will be empty The display shows the part number the part description the current physical stock the re order level the re order to quantity the location Bin number and the source from which the part will be replenished The Source can be seen by clicking on the right hand side arrow on the horizontal scroll bar Tpi riere L es Ce ee a r Se a a ot rd et ied gee ee ee Oe on rd a sts Core stack Store holdings Replenish o Park Mo Description Stock Re orderlevel Re order to Location BELTI Z Fan Belt 0 10 20 Ble2s jii Pa Core stock Store holdings Replenish Description Source Main stock Re order to Location 20 Bl73 Stock Re order level iii gt lt 16 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Store M
88. g the first part of the number For example the consignment note to reprint Service Accent New Stock Module Setup amp User Guide 161 New Stock Control Vci is number 43523452345 but by just entering 4 all consignment notes starting with 4 will be automatically displayed in the consignment note viewing area Consignment note wizard Print a consignment note for 1 item s Search for a consignment note Consignment jal Lonsigment Date 43523452345 23 08 2007 456757567 26 06 2008 4 Select the consignment note to reprint by highlighting the note in the viewing area This will activate the next button at the bottom of the dialogue Consignment note wizard Print a consignment note for 1 item s Search for a consignment note Consignment fa Consigment 43523452345 23 08 2007 456757567 26 06 2008 5 Click the Next button 162 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved 7 8 BF Consign 4 Reprinting A Consignment Note Consignment note wizard Print a consignment note for 1 item s Select consignment notes to print Print consignment note Print consignment labels Click Next to print the selected consignment notes Select the consignment notes s to print The default is to print both a consignment note and consignment labels To select or de select click the appropriate consign
89. gt e E SE SE H Merge amp Center EF v Tb 8 Formatti Clipboard a Font a Alignment a Number a i A1 te Bin Location TETN B C D Es Bin Location Part No Description Qty Counted 2 001R00588 HIBT BELT CLEANER UNIT CRU 2 3 002702570U Objectives 3 4 002770070U Objectives 6 5 002772570U Objective 2 77mm x 25 7 2 6 006R01262 BLACK TONER CARTRIDGE METERED 2 7 006R01263 YELLOW TONER CARTRIDGE METERED 6 8 006R01264 MAGENTA CARTRIDGE METERED 3 9 006R01265 CYAN TONER CARTRIDGE METERED 7 10 008R12915 STAPLE CARTRIDGE 36 cane 008R13021 WASTE TONET LOTTLE WC 2 Inthe Qty Counted column enter the actual count of the stock Formulas 11 MS080710 txt Microsoft Excel Data Review View Add Ins Ew EE E waa h A E E E i Merge amp Center E 9 a8 28 Conditio r ni a Alignment Number Og a i a Home Page Layout amp Cut Calibri 7 4a Copy Paste B Z U gt 5 f Format Painter Clipboard rom i D12 7 Ca 55 A B 1 Bin Location Part No 2 001R00588 3 002702570U 4 002770070U 5 002772570U 6 006R01262 7 006R01263 8 006R01264 9 006R01265 10 008R12915 11 008R13021 008R13023 13 008R13026 14 148 eService Accent New Stock Module Setup amp User Guide WASTE TONER BOTTLE WC 7132 FUSER UNIT 220V CRU INCL FILTER 12ND BTR UNIT CRU 52 iDRUM CARTRIDGE WC 7132 22 c Descri ption Qty Counted FIBT BELT CLEANER UNIT CRU 23
90. gue is displayed Stock transactions This allows you to move stock between locations Where are the parts going to None Select Ship this transaction wia the Transit Manager Enter your own reference for this transaction e E ooo Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 83 New Stock Control VCci 3 From the Where are the parts coming from drop down list select the location of where the parts are being moved from Perform stock transactions DoR Stock transactions Thiz allows you to move stock between locations i O transactions made Where are the parts coming from None Main stack Faulty stock Supplier stack Customer stack Customer Faulty stock Engineer stock Engineer Faulty stock Enter your own reference for this transaction 4 From the Where are the parts going to drop down list select the location of where the parts are being moved to Perform stock transactions Stock transactions This allows you to move stock between locations i 0 transactions made Where are the parts coming from Main stock Main stack Where are the parts going to Main stock Manchester Ship this transaction via the Transit Manager Enter your own reference for this transaction 5 If this item is to be shipped via the Transit Manager see Transit Manager on page 32
91. h leaves out any incompatible features click Yes To preserve the Features click No Then save a copy in the latest Excel Format To see what might be lost click Help 17 Click the Yes button to save the spreadsheet if required print the spreadsheet as this could be used for counting your stock Close the spreadsheet and the same message will be displayed Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 147 New Stock Control 18 The stock take routine is redisplayed Stock take Stock take wizard Stock take my main stack About to create the spreadsheet This is about to create a text File with a name of MSYYMMDD TST where MS represents Main Stock and YYMMBD is the current date Once you have Filled in the stock take details on to the spreadsheet You must use file File Save As option and save it as type CS Comma delimited CSyy Click Next to create the spreadsheet 19 Click Close to close the stock take procedure Updating the system stock levels 1 The spreadsheet created earlier needs to be updated with the actual physical stock count Open the required spreadsheet MS080710 txt Microsoft Excel Ga T DE Home Insert Page Layout Formulas Data Review View Add Ins i Cut Calibri Jdu JA a S a E Wrap Text Text x pP Paste eee B IZ U 2 amp Beets G 9 0 00 Se Format Painter D
92. he following will be displayed Service Accent How do you want to despatch this item 9 Select the method of despatch and click OK The following will be displayed Consignment note wizard Print a consignment note for 2 item s Enter the details of the consignment Consignment Number of boxes 1 Total weight Delivery method Courier Date 20 09 2007 114 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Replenishment 10 If a consignment note is not required click the Cancel button 11 If a consignment note is required the following information needs to be completed Consignment enter a unique consignment note number Number of boxes enter the number of boxes the default is 1 Total weigh enter the total weight of the boxes Delivery method select the delivery method Consignment note wizard Print a consignment note for 2 item s Enter the details of the consignment Consignment 1123456789 Number of boxes 1 Total weight 12 Delivery method Courier hi Date 20 09 2007 12 Click the Next button Consignment note wizard Print a consignment note for 2 item s Select consignment notes to print Print consignment note Print consignment labels Click Next to print the selected consignment notes 13 Select the consignment notes to print consignment note and or consignme
93. he part has been selected the following is displayed Service Accent Set the properties of OCCBF40E Re order level Re order to Source store Location 68 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Engineer Holdings Tab 4 A part can have a re order level and when that level is reached or falls below a recommended re order to quantity can be specified For example the re order level is 8 and the re order to is 10 The current quantity in stock is 7 so the re ordering routine will order 3 as the physical stock is less than the re order level Re order to quantity the current physical stock 10 7 3 5 From the Source store drop down list select the store that will replenish this part 6 In the Location field enter the physical location bin number of the part in this stores 7 An example of a completed screen is as follows Service Accent Set the properties of OCCBF40E Re order level Re order to Location k 12N 8 Click OK to save the new part and the Setup stores dialogue is re displayed showing the new part in Core stock 9 After adding the part to Core stock the details can be edited by highlighting the part and then clicking the Properties button Core stock Store holdings Replenish Part Mo Description Stock Re order level Re order ta Location 410035 CV 200 Oly processor 0 2 4 Engineer
94. hin Service Accent these are 56 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Serial Number Tracking e Stock movements audit by date e Stock movements audit by part e Stock movements audit by transaction These reports are obtained by clicking Reports from the Service Accent button bar under Stock double click Stock control Be Reports Reports and letters Select the item you want to run and click Run Reports Letters ate Reports Ea Stack Customers ss Customer stock valuation Contracts GH Engineer stack valuation Engineers GH Parts nominal coding 3 Inventory ef Parts with Main Stock Qty i stock G Re print Engineer Despatch Note 8 Loans Be Reprint Goods Received Note g Purchase orders OO e seenen 3 Serialised Stock valuation r Invoicing 28 Work Control ss Stock movements audit by Date kA Our Reports Ep Stock movements audit by Part Be Stock movements audit by Transaction g MUNTYAC RICOH ficio CL7300 PCL 6 4uto Tray Select 1 Select the report to run For this example we will use Stock movement audit by part The following is displayed Stock movements audit by Part wizard Step 1 of 3 Eg Enter any parameters below These parameters allow you to filter the data that appears in the report Enter the period to include Copyright Vantage Computing Lt
95. hments Select the appropriate option For the type of replenishment you wank to perform Engineer stock Part requests Loan requests Requested Reserved Installed Collected Returned Reference Z00T 09 24 ADMIN O00001 Loan requests Collected Jobs Job Mo Customer 37 Vantage Computing Ltd 599 Sampson McGill amp Co Ltd B62 Service Point Ltd B63 Line Electrical Ltd Loans on job Serial Mo 094570457045705 Despatch Return Logged DELIWERY W 18042004 SERVICE CO 25S e007 Peter Rusty S007 007 Peter Rusty SO0 07 2007 Loan removed st Reports 12 After a job is selected the loans that are to be collected are shown in the loans on jobs viewing pane Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 133 New Stock Control 13 Highlight the item Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you wank to perform Engineer stock Faulty returns Part requests Loan requests Collected Jobs Job Mo Customer af antage Computing Ltd 599 Sampson Mecill amp Co Ltd B62 Service Point Ltd DELIVER W SERVICE CO Peter Rusty 1904 2004 25 05 2007 S007 2007 Loan requests Peter Rushyy S007 2007 BES Line Electrical Ltd Requested Reserved Loans on job Serial Mo WASHBIN gg45ro45r045r05 Installed Collected Returned
96. ift the cost by O S ofthe current cost by 0 5o oF che current price or by O times the cast or by i the uplift value in the stock category For part no prefix Fc For category SPARE PARTS ir For supplier Wasington Washer Spares h leave tiie at ote ipoe i W Set item nominal codes fram categories if blank 14 Click the Start button to start the stock housekeeping routine ll Stock housekeeping Eg Ready to run stock housekeeping ae Stock housekeeping is running Checking purchase orders 15 The stock housekeeping routine will check the following areas to ensure the integrity of the data and perform any price uplifts setting nominal codes and setting part numbers to be uppercase e Purchase orders e Sales orders e Unallocated stock e Stock holdings e Price uplifts e Loan items e Nominal codes e Case conversion Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 159 New Stock Control 16 After the routine has completed a message will be displayed similar to the following Service Accent Mo problems were detected Do you want to view the results 17 If there are any problems detected the message will indicate this Click the Yes button to view the results P 20080710 txt Notepad Fil Edit Format View Help Housekeeping started 10 July 2008 10 51 Checking For duplicate holdings 0 duplica
97. ight Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 87 New Stock Control Vci 16 If there is insufficient stock available in the source location to fulfil the stock transaction the following message will be displayed Service Accent There is insufficient stock of BF 1T240 BF 1T240 light bundle to perform this transaction There are 1 available 17 The actual amount in stock at the source location is shown Click the OK button to acknowledge the message The stock transaction for this part will be aborted and the stock transaction will have to be rerun with the correct quantity 18 If the item being transacted is a serialised part the following will be displayed Select serialised part Select GRAPH 256 256mb graphics card Search serial number Asset Mo 1234 0071019 00001 20071019 00002 20071019 00006 20071019 00007 20071019 00017 0071019 00014 Select all 19 From the Select serialised part dialogue select the serial number of the serialised item to be moved Select serialised part Select GRAPH256 256mb graphics card Search serial number Asset Mo 1234 70071019 00001 7007 1019 00007 FO071019 00006 20 Click Continue 88 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Transactions 21 If the item is being moved to Scrapped sto
98. ion For the type of replenishment you want to perform Saineareiaue Loan requests Requested Jobs Faulty returns Job No Customer 30 Vantage Computing Intern Part requests 248 Service Point Ltd 663 Line Electrical Ltd Loan requests Requested Reserved Installed Description Collected AAIA SHBIM Washroom bin Loans on job Returned Reordering Despatch Return Reference 2007 09 20 40MIN 00005 DAVID MORRIS 200 2004 Peter Rush 27 07 2006 0 4 17 T z007 2007 st Reports 7 Click the Details button to see details of the loan item and its status on the job 118 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Replenishment Loans and replacements 619 ty Serial Mo Source Status Washroom bin Loan requested d d l jan Po d i F Y Remove Select product or Install now Deliver loan to eat oduct i zave Pomet f Main stock Description C Engineer Abandon aty i Site T Urgent Delivered via Despatch note Installed Rejected Removed Swap out 8 Close the Loans and replacements dialogue Stock replenishments Stock replenishments Select the appropriate option for the type of replenishment you wank to perform Engineer stod Loan requests Requested Jobs 20 Wantage Computing Intern DAVID MORRIS 20 07 2004 Part requests 948 Service Point Ltd Peter Rush 27 07 2006
99. k take BEE Stock take wizard Stock take my engineers and other locations About to create the spreadsheet This is about to create a text File with a name of ESYYMMDO THT Givhere ES represents Engineer Stock and YYMMOC is the current date Once you have Filled in the stock take details on to the spreadsheet you must use file File Save As option and save it as type CS Comma delimited 7 Coyy Click Next to create the spreadsheet 10 Click the Next button to create the stock take spreadsheet The routine will create a CSV comma separate value file which will be opened in Microsoft Excel 11 The csv file will be called ESYYMMDD TXT where ES represents engineers stock and YYMMDD is the current date Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 143 New Stock Control Vci _ Ca H2 C ES080710 txt Microsoft Excel ED _ Home Insert Page Layout Formulas Data Review View Add Ins ie K cut Ta E ge Ta Calibri 11 A A V E Wrap Text Text F HA Bj E Past 1 SERO E q Z ESE UA lt 0 00 Conditi FEF t Cell Insei sa Vormat Paxier a 2 Oe Ae SE E Merge amp Center T E gt EN ronastticg crabs Sa t ti Clipboard pl Font p Alignment E Number pl Styles Al f Location 1 2 3 B C D z lt G Ke Location Part No Description Qty Counted Kit Level Actual holding i 2 DAVID MORRIS 1001 002 HINGE 10 0
100. l name of the branch for example Manchester The description is a mandatory entry 8 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Store Maintenance 3 The next step is to select the Store type As this is a new main store you are adding all the other options are greyed out and the only option available is Main stock By default main stock is created automatically and marked as the primary store You can only have one primary store 4 Click Edit to enter the name and address of the new main store and the following is displayed Service Accent Enter the address of this store location Mame Address 1 Address 2 Address 3 Town County Postcode 5 Enter the name and address of the new store You must enter a name The name and address is used to populate the delivery address when ordering stock for this store Click OK The new store dialogue is re displayed with the name and address of the new store shown Store New Sle Ed Store Description Manchester Store type Main stock Manchester Office 21 The High Street Save Close c Stock source Default source 8 From the Stock source drop down list select the stock source The stock source is used when you replenish this store It will firstly check this source to see if there is enough stock to replenish this store if
101. lect item Location DIRECTOR S OFFICE Abandon item Asset No SEROOOO1 i i C ATH 2 Click Edit and then click the Loans button Loans and replacements 248 Description Oty Serial Ma Source Status ARIS9YOS ARISTON INDU 1 HGJUH36534 Loan installed 3 Highlight the loan item to be swapped out and then click the Modify button 136 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Replenishment Loans and replacements 248 AR ISO FOS ARISTON INDU 1 HOJUHS6534 Loan installed a Loan installed ave Produck ARISIFOS oO Meine Description ARISTON INDUSTRIAL DISHWASHER 0 Engineer Abandon m i ky site Urgent Courier Despatch note DSPOOO061 4 Click the Swap out button and the following is displayed Service Accent Please confirm thak you wank to make this loan item a permanent siap out 5 Click No if the item is not to be swapped out Click Yes to confirm that the loan item is going to be a permanent swap out that is the current inventory item will be replaced with the loan item Loans and replacements 748 Description Cty Serial Mo Source ARIS9705 ARISTON INDU 1 HSJUH36534 Swap out Install now 6 The Loan and replacements dialogue is redisplayed and the loan status is now shown as Swap out 7 Close the Loan and replacements dialogue Save and close the job Copyright Vant
102. lift product prices enable Uplift products sll Stock housekeeping Ready to run stock housekeeping Select the options you want to perform and click Start W Uplift prices 4 Uplift parts ast Ree am oy f Fhe current cost at bere ier ey tinea E RTE et re ere rri me ee Ter pS pe eg dee Male peer ee bere oe et pee a eT e E ie Deed Dore 4 To uplift the cost price by a percentage of the current cost price enter the percentage amount in the first box Leave the box at 0 to ignore this uplift sll Stock housekeeping Ready to run stock housekeeping Select the options you want to perform and click Start iw Uplift prices Ze Iw Uplift parts i Uplift products Uplift the cost by agl OF the current cost by oD SOF the current price or ee times the cost Pekko Heh wale int me stock cee usa Tiere HeT ivis ere Lr Pep ee ee pe ei ee ei i aer E peer ct bee eo ris DY een ee 5 To uplift the cost price by a percentage of the current selling price enter the percentage amount in the second box Leave the box at 0 to ignore this uplift all Stock housekeeping Ready to run stock housekeeping Select the options you want to perform and click Start i Uplift prices Ze W Uplift parks k Uplift products Uplift the cost by oD SOF the current cost by 10 5 of the current price or by a times the cost Tee TENE upit wal 18 inian stock cates 6 To uplift the cost price by a
103. ll be called MSYYMMDD TXT where MS represents main stock and YYMMDD is the current date r a G z MS080710 txt Microsoft Excel Home Insert Page Layout Formulas Data Review View Add Ins amp Cut Calibri Ju ja SBllo E Wrap text Text E a Paste aa PBZ U v ii Ap r q E z zl 0 0 00 ee J Format Painter UES A E S SE H Merge amp Center E gt 9 Tab 58 Formatti Clipboard u Font a Alignment p Number u S Al fe Bin Location 4 a B C D E Bin Location Part No Description Qty Counted ie 2 001R00588 IBT BELT CLEANER UNIT CRU 2 i 3 002702570U Objectives 3 4 002770070U Objectives 6 5 002772570U Objective 2 77mm x 25 7 2 6 006R01262 BLACK TONER CARTRIDGE METERED 2 7 006R01263 YELLOW TONER CARTRIDGE METERED 6 8 006R01264 MAGENTA CARTRIDGE METERED 8 9 006R01265 CYAN TONER CARTRIDGE METERED 7 10 008R12915 STAPLE CARTRIDGE 36 11 ity 008R13021 WASTE TONER BOTTLE WE 7132 aa 527 16 Depending on your selection criteria a spreadsheet similar to the above will be created This spreadsheet needs to be saved into your AccentDB folder click File and then Save As browse to your AccentDB folder ensure that save as type is set to CSV and click Save The following message will be displayed Microsoft Excel MSO70925 txt may contain features that are not compatible with Text Tab delimited Do you want to keep the workbook in this Format To keep this format whic
104. lternative part could be supplied Click Select an alternative part and select the alternative if one is available Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 109 New Stock Control 7 Click the Reserve button Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Jobs Eau returns eb ne Customer vantage Computing Ltd 177072006 Redtern Sentry Ltd 03001 2007 Parker amp Hudson Fire Jane Smedley 05 02 2007 661 Vantage Computing In Sub Contra 1607 2007 Part requests Estimates Reguests On order Parts requested Reserved Despatched Description instock Required f 21006 CLWY U20 Oly light soure Loan requests Reordering Estimate Request Reserve Despatch Select an alternative part Reference 2007 09 20 ADMIN OO005 s Reports 8 If the item being reserved is a serialised part the following will be displayed Select serialised part Select GRAPH256 256mb graphics card Search serial number Asset No 12354 7O071019 00001 fO071019 00002 2007 1019 00007 2007 1019 00012 20071019 00014 Mew item Modify Select all Continue 110 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Replenishment 9 Select the serial number of the serialised part to
105. lympus BF 40 10 Cie 4 Template 10 After adding the part to core stock the details can be edited by highlighting the part and then clicking the Properties button Ar EERE Part Mo Description Stock Re order level Re order to Location 410035 CV 200 Oly processor 0 Z 4 Engineer Yan 6HO14900 Channel GIF PQ20 0 4 5 Engineer van J810 J610 1316rm insertio 0 1 2 Engineer van 501982290 Rod Lens 1 98 x 22 90 0 2 10 Engineer Van Y Engineer Yan TUC148135024 Universal cord tube kS MH i Template 4dd parts to store j Properties 11 And the screen is shown as in step 8 12 Repeat steps 2 to 9 to add more parts Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 19 New Stock Control To use a template to add parts to core stock If you have the same core stock in other locations you can set up a template so that you don t have to keep adding the same parts to all the stores Using templates is extremely useful when setting up engineer core stocks as most engineers tend to carry the same basic parts The example below will create a template for engineer core stock but the procedure is the same for all core stock locations 1 Select the engineer store by clicking the engineer stores icon and then select the store Setup stores Engineer stores a Source DELIVERY VAM DELIVERY VAM Main stack Main
106. m transactions button Part requests There are five types of views and these are e Estimates shows all jobs where an estimate is required or has had an estimate e Requests shows all jobs where there is requests for parts e On order shows all jobs where parts on order e Reserved shows all jobs where the parts have been reserved e Despatched shows all jobs where parts have been despatched Part requests Estimates Whenever a part is added to a job and marked as an estimate see page 334 Estimates can be used to produce a parts quotation 1 From the Stock replenishment dialogue click Part requests and the following is displayed Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want bo perform Engineestodl No replenishment option selected Part requests Estimates Requests On order Reserved Despatched Loan requests Reference 2007 09 19 ADMIN O0041 Reports 100 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved 2 Click Estimates and the following is displayed Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Engineer stock Faulty returns Part requests Estimates Requests On order Reserved Despatched Loan requests Reordering Reference 2007 09 19 ADMIN 00041 Part requests Estimate
107. ment note type Click Back to return to the previous screen or click Next to continue If both items are selected the consignment labels will be printed first onl Labels Se A tai p gt s B amp fier s tai 100 tai CONSIGNMENT LABEL Your Company Neme 51 St Andrew Street Hertfore t Herte Con Mo 43873442348 2014 tH Con Gate 29 00 2007 01992 437007 01997 437003 Vantage Com putine inte mationai 2 Meadway Court Medway Tectology Part Stevenage Hertfordmire Phone 01436 315201 9 and then the consignment note will be printed Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 163 New Stock Control E Repor template Service Aceend jaa iai tH oe BS foe e T e ial CONSIGNMENT DOCKET JISHAN 10 After the consignment note wizard has completed the following will be displayed Consignment note wizard Finished the consignment note print wizard Click Finish to close this wizard Ce gt CR 11 Click Finish to exit the wizard 164 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Vci Stock Audit Reports Stock Audit Reports Service Accent provides a suite of standard reports that allow reporting on stock movements stock holdings and stock usage To print stock audit reports 1 Click Reports from the Service Accent button bar
108. n aS 85 The source Where are the parts coming from for the transaction is set as Scrapped stock and cannot be changed Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 53 New Stock Control 86 In the target Where are the parts going to select Supplier stock and then select the supplier Perform stock transactions Sie Ed Stock transactions This allows you to move stock between locations i 0 transactions made Where are the parts coming from scrapped stock o Where are the parts going to Supplier stock Computer Suppliers Inc Ship this transaction via the Transit Manager Enter your own reference for this transaction 87 If this item is to be shipped via the transit Manager see Transit Manager on page 32 enable Ship this transaction via the Transit Manager If this option is not enabled the stock will immediately update the receiving store 88 Each time a stock transaction is performed a unique system reference is created to add your own reference enter the reference in the Enter your own reference for this transaction box 89 Click Next Perform stock transactions Stock transactions This allows you to move stock between locations i O transactions made 4 Select the parts MB100 Pentium Motherbaord MB 45459454 Print a despatch note Print transaction docket Perform
109. n Engineer Van Engineer Van Engineer Van Engineer Van Engineer Holdings Tab 4 Click the Template button Siria shores ny Locational stores Create new store Edit this store Core stock Store holdings Replenish Stock Re order level Re order to Location A003 CV 200 Oly processor Engineer Yan GHO14900 Channel GIF PO 20 Engineer van J810 J610 1316mm insertio Engineer van 501982290 Rod Lens 1 98 x 22 90 Engineer van TESCCDOL2Z001 COCO LENS UNIT CF 1 Engineer Yan TUC14813024 Universal cord tube Engineer Yan Add parts to store Properties Remove parks Save this as a template Load a template j 5 You have the option to either Save this as a template or Load a template Click save this as a template and the following is displayed Service Accent Save this template as m 6 Enter a unique name for the template in this case we will use Engineer base core stock Service Accent Save this template as Engineer base core stock 7 Click OK to save the template Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 71 New Stock Control Vci 8 The next step is to add this core stock to another engineer store 9 Select the other engineer store by clicking the engineer stores icon and then select the store Setup stores Engineer stores CAINE Source DELIVERY
110. n Belt Insertion Tube BF 240 VITOR BENDING RUBBER CCD chip GIF 17240 DEVELOPER TYPE 2 DRUM TYPE 1 Nozzle For GIF P20 50056 Hard disk COPIERLO NETWORK INT Network Card med tee 4d Meee 2 a Store Maintenance Good Qty Faulty Qty In transit pa A ma A s GAA wa BA man D oo A maa GA ma GO man D mas BG ma G m og File If there isn t sufficient stock a provisional purchase order will be automatically created Please refer to the chapter on Purchase order processing for full details on purchase orders The parts selected for replenishment will be removed from view and a picking list and report on the replenishments performed are displayed DP 20081105 Peter_Rushworth txt Notepad Edit Format Yiew Help stock Replenishments for store Peter Rushworth Dat use e 05 November 2008 14 56 r Admin Action Ordered on From store Ordered on From store Ordered on From store From store ordered on From store From store Ordered on _Poooo5s Main stack _Poooo6a Main stock _Poooo61L Main stock Main stock _Poooo62 Main stock Main stock _Poo0063 8 The report is saved in the folder Logs Stock Replenishments in your AccentDB folder amp Replenishments EEk File Edit View Favorites Tools Help w Q sax we wi Ss Search i5 Folders Ei Address B C Program Files AccentDB_Test Logs Stock Replenishments Name l Type 5 20081016 IYSEDEN_CHRISTIE txt 20081016 Jane_Smedley
111. nd the quantity required for the estimate 6 Highlight the part to estimate Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 101 New Stock Control Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Engineer stock Part requests Estimates Requests On order Reserved Despatched Loan requests Reordering Part requests Estimates Jobs Job Mo Customer 617 Vantage Computing In Jane Smedley O3 07 2007 661 Vantage Computing In Sub Contra 16072007 Parts requested Description In stock Required a 3H114200 5 Plate P20 Select an alternative part Reference 7007 09 19 4DMIN O0041 g Print l Reports 7 To produce a parts quotation estimate click the Estimate button and the following will be displayed A 00 Total 1 100 JOB PARTS QUOTATION 854 08 Jul 2008 Deliver To Service Point Ltd Cairns Way New England Road Ware Herts G12 4EQ Part No 1 of 1 Test Company Ple Meadway Technology Park 2 Meadway Court Stevenage Order No Herts Engineer Peter Rushworth SG1 2Ef 01438 315200 01438 315201 4564356356 Location VANO61 Description Unit Amt Total Amt 500GB Hard disk 8 Print the quotation and then send this you your customer 9 The job colour now changes to Magenta to indicate
112. ned back to loan stock See Returning a loan item on page 130 e The loan remains at the customers and the original item is swapped out See Swapping out a loan item on page 136 Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 129 New Stock Control Returning a loan item If the loan item is to be returned from the customer to your main loan stock follow the following procedure To return a loan item 1 Open the job dialogue containing the loan item to be returned Job 819 Service Point Ltd DER 1 Job 2 Details 3 Faulks 4 Status 5 Completion 6 Tasks z Misc QuickClose Job type Field Job No 619 BREAKDOWN d Logged by Administrator Saar UREAKDOWN Z Closed by Peter Rushworth Customer Service Point Led Cairns Way Mew England Road mr Iain Davidson Phone Mo 01234 567890 z warranty B NO CONTRACT FIELD CHARGES I7 Set as non chargeable Item PC PEC Select product Description PC co PENTIUM PZ Select item Location DIRECTOR S OFFICE Abandon ten Asset Mo SERO0001 gt x 2 Click Edit and then click the Loans button Loans and replacements 619 Description Cty Serial Mo Source Status Washroom bin 1 894570457045705 Loan installed 3 Highlight the loan item to be returned and then click the Modify button 130 Service Accent New Stock Module Setup amp User Guide Copyright
113. ng Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 85 New Stock Control Pertorm stock transactions Stock transactions This allows you to move stock between locations i 0 transactions made 4 Select the parts BF 17240 BF 17240 light bundle Print a despatch note Print transaction docket Perform 11 The quantity defaults to 1 To change the quantity click the Set quantity button Service Accent Enter the quantity you want to apply to the selected items Cancel 86 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Transactions 12 Enter the required quantity and then click the OK button click Cancel to leave the quantity unchanged Perform stock transactions Stock transactions This allows you to move stock between locations i 0 transactions made 4 Select the parts BF 17240 BF 17240 light bundle Print transaction docket Perform gt transactions 13 To remove a part from the list click the Remove part button 14 If a transaction docket is required tick the Print transaction docket box Fertorm stock transactions Stock transactions This allows vou to move stock between locations i 0 transactions made 4 Select the parts BF 17240 BF 17240 light bundle Perform 15 Click the Perform transactions button to start the stock transactions Copyr
114. nly one type of uplift can be used You cannot mix the different types of uplift 8 If you only want certain parts uplifted you can either select parts that start with a certain prefix fall into certain stock category or have been purchased from a certain supplier 9 To select parts with a prefix enter the part number prefix in the for part no prefix box 10 To select parts with a certain job category select the job category from the Category drop down list If all categories are required leave it set as All 11 To select parts supplied by a certain supplier select the supplier from the Supplier drop down list If all suppliers are required leave it set as All eee E ar tee nA Ge ai as by fg Hs fhe aires an or by a times the cost or by M the uplift value in the stock category For part no prefix Feo For category SPARE PARTS T For supplier Wasington Washer Spares its AOR aio sae ian ENO eimai waits eae te aiei EnEn he ig ake nis a Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 157 New Stock Control 12 If your stock categories have nominal codes against them Categories and status codes Stock amp inventory Stock categories Work control Billing amp financial Contracts Stock amp inventory Stock categories Stock commodity codes Properties Locations Is always chargeable F Non stock item Le
115. nt label 14 Click the Next button and the selected consignment notes will be printed 15 You will then be prompted to print a despatch note click the Yes button to print a despatch note Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 115 New Stock Control 16 The job is then moved from the reserved view Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you wank to perform Part requests Reserved Engineer stock Jobs There are no items to show in this view Part requests Estimates Requests On order Reserved Parts requested Despatched Description In Required Part No Descriptio There are no tems to show in this wiew Loan requests Reordering Estimate Request Order Select an alternative part Reference 2007 09 20 ADMIN OOO005 g Print s Reports 17 and is now in the despatched view Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you wank to perform Erijindev stori Part requests Despatched Wantage Computing Ltd DAVID MOR 31401 2007 Part requests Wantage Computing Ltd Peter Rush 2306 2006 Vantage Computing Ltd 31701 2007 Eee 347 Parker amp Hudson Fire Jane Smedley 05 02 2007 Requests On order Parts requested Reserved Description In stock Required 4 56 Storz Achromats CLY U2
116. ntage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 89 New Stock Control Stock Replenishment Vci Stock replenishment allows you to perform stock transactions for engineer stock faulty returns parts requests loan requests and reordering To perform stock replenishments 1 Click Routines from the Service Accent button bar under Stock 90 eService Accent New Stock Module Setup amp User Guide control click the Stock replenishments icon B J rs a t Routines Shortcuts Fi oo rom ek t et E a a ee et Contracts a Contract Meter billing Rental billing Generate PM Contract aan billing jobs housekeeping i Work control a 1 2 Job costing and Batch job logging Engineer locations N invoicing a Invoicing gt Authorise Print invoices Export Invoices Sales order invoices manager Stock control 3 a Stock Transit manager i Consolidate Stock take transactions replenishments purchase orders a Stock replenishments Select the appropriate option for the type of replenishment you want to perform No replenishment option selected e j Please select an option From the menu on the left Reference 2008 07 09 ADMIN OOO82 6 Print ate Reports Copyright Vantage Computing Ltd 2008 All rights reserved Stock Replenishment 3 Please refer to the following sections for details on each type of replenishment e Engineer stock replenishment
117. ntory Record MB93637456 Pentium Motherbaord BHL Im co Preferences Depreciation amp subcontracting Tracking cu i Stock location Engineer stock Delete Feter Rushworth close Motes Faulty reference History Returns reference Letters Scrap code Transfer this item 20 The Stock location is updated to reflect that the serialised part is in engineer stock and the engineer holding this part is shown 21 The next step is to use this serialised part on a job Parts for job 854 ME100 Pentium Motherbaord 1 Parts used fan ured MBSS83 7456 Action Estimate only Details Select park e100 This part has been used Request this part Description Pentium Motherbaard e j Ey a Sa Use part from Main stock Discount 0 00 o Engineer Unit cost 171 61 Site Another location Unik price Location Your ref Peter Rushworth Returns ref Order Mo Despatch note Consignment Replenish this part Save Abandon 22 The Tracking tab now indicates that the item is customer stock and the customer name is shown 38 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Serial Number Tracking Inventory Record MB9383 456 Pentium Motherbaord Item Status Contract Warranty Lease Rental Parts Preferences Depreciation amp subco
118. ntracting Tracking Stock location Customer stock Service Point Ltd Ware Close Motes Faulty reference o History Returns reference E CG Letters Scrap code Transfer this item a i 23 As the part used on the job is a serialised item the inventory record status changes from Free to Customer The item is physically at the customers premises Inventory Record MB93837456 Pentium Motherbaor d Item Status Contract Warranty Lease Rental Parts Kit Other MELOO Description Pentium Motherbaord Serial Mo MBSSES7456 O O aaaaa Close Qty l Motes Category History Asset Mo 0S Letters Location Thirdbay O Date installed Customer a A 24 It is therefore assigned to that customer as part of the customers stock holding 25 The stores dialogue the item as part of the customers stock Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 39 New Stock Control Setup stores Customer stores E Oval amp Barker Distribution Main stores Parker amp Hudson Fire Ltd K Pearce Gemini Finance Ltd peter amp co t Peter PLC Stevenage petere ltd 7 Petertest Lhd tring qwetyOi ii Redfern Sentry Ltd Chelk Sage Test Compa
119. ntrol documentation conventions and Vantage Computing contact information e Chapter 2 New Stock Control details on how the new stock control module works Documentation Conventions The following icons highlight particular sections G O Hint sections highlighted with this icon contain hints or suggestions Caution failure to observe the caution described in this section may prevent Service Accent Online Meter Billing from operating properly Note sections highlighted with this icon contain pertinent information such as exceptions to the preceding steps or sections Contacting Your Support Provider Web site www serviceaccent com click on support and assistance Telephone and Email details will be provided by your support provider E Support for Service Accent Microsoft Internet Explorer File Edit view Favorites Tools Help Q sack 7 7 x a A sai Search Pe Favorites 2 A la ey rel er 3 Address http www serviceaccent com support asp v Go Links E Home Contact Service Accent S 2 United Kingdom Products amp Services Service Accent Support anol assistance Remote Solutions Worldwide dealers Trial software R e Contact support Product updates Search for a solution White papers About CI Service Accent Support and Assistance The resources on this page will help you get assistance for any questions and problems you may have about
120. number the part description the quantity in main stock and the quantity required 6 Highlight the part Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want bo perform Part requests Reserved Engineer stock Faulty tums refactor a 347 Parker amp Hudson Fire Jane Smedley 05 02 2007 Part requests Estimates Requests On order Reserved Description Despatched 4 56 Storz S chromate Loan requests CLY U20 Oly light soure F Estimate Request Order Despatch Select an alternative part Reference 2007 09 20 ADMIN OOO0S Print GA Reports 7 To select more than one part to despatch press and hold Control and then click the parts to despatch Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 113 New Stock Control Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you wank to perform Part requests Reserved Engineer stock Jobs 347 Parker amp Hudson Fire Jane Smedley 05 02 2007 Part requests Estimates Requests On order Parts requested Reserved Despatched Description 456 4 56 Storz Achromats Loan requests 21005 CLW U20 Oly light sourc Reordering Estimate Request Order Select an alternative part Reference 2007 09 20 ADMIN OOO005 g Print s Reports 8 Click the Despatch button and t
121. number of times of the current cost price enter the amount in the third box Leave the box at O to ignore this uplift ll Stock housekeeping Ready to run stock housekeeping Select the options you want to perform and click Start I Uplift prices ly Uplift parks lv Uplift products Uplift the cost by O oF the current cost by O b oF the current price or by times the cost 156 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Housekeeping 7 To uplift the cost price by the percentage uplift amount on the stock category Categories and status codes Stock amp inventory Stock categories Billing amp financial INDUSTRIAL WASHING MACHINE INTERFACE PC SPARE PARTS Contracts Stock amp inventory Stock categories TONER COLOUR Stock commodity codes Properties Locations Is always chargeable f Non stock item Lease profiles Is a product has a serial number Repairable Has meters Accessory Oth d aye er codes Save Cost uplift 15 00 Mew Modify Delete enable the uplift value in the stock category ll Stock housekeeping Ready to run stock housekeeping Select the options you want to perform and click Start W Uplift prices i Uplift parks W Uplift products Uplift the cost by O gt of the current cost by O ofthe current price or by 0 times the cost O
122. ny Stey Sampson Meaill amp Co Ltd Customer Service Point Led Ware Oval amp Barker Distribution Parker amp Hudson Fire Ltd f Pearce Gemini Finance Ltd peter amp cot Peter PLC Stevenage petere ltd 0 Petertest Ltd tring qwetypl i Redfern Sentry Ltd Chelk Sage Test Company Ste Sampson McGill amp Co Ltd i Service Point Lid Ware Source Main stock Main stock Main stack Main stack Main stock Main stock Main stack Main stack Main stock Main stock Main stack Main stack 40 Service Accent New Stock Module Setup amp User Guide stores Simons Company Steven Simons Company Steven Main stock 3 Test Customer Stevenage Test Customer Stevenage Main stock Test Electronics Ltd Test Electronics Ltd Main stock Vantage Computing Inter vantage Computing Inter Main stock Vantage Computing Lid fH vantage Computing Ltd fH Main stock vCCI WIC Main stock WORMANS PROPERTY Ma WORMANS PROPERTY Ma Main stack White Graham Solutions Li White Graham Solutions Lt Main stack Locational stores Create new store Edit this store Core stock Store holdings Replenish Supplier shores Description Faulty Gky In transit O06RO1Z65 CYAN TONER CARTRIDGE CHRISO a serialised part H250 25056 Hard Disk HOSOO SOOGB Hard disk ME100 Pentium Motherbaord PROCESSOR intel processor 26 Right click on the part and select Show invent
123. ock bis transactions replenishments purchase orders og 06 11 2008 06 11 2008 06 11 2008 06 11 2008 Reference 2008 11 06 ADMIN 00007 2008 11 06 ADMIN 00008 2008 11 06 ADMIN 00006 2008 11 06 4DMIN 00005 Qty From Serial No Your ref 1 Main stock 1 Main stock 1 Main stock 2 Main stock Manchester Peter Rushworth Manchester Manchester 3 All the parts for all stores currently in transit will be shown 32 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Transit Manager 4 To select all parts to be received click the Select all button 5 To unselect all parts click the Select none button 6 To select multiple parts as against all parts click and hold the Control key B Transit manager Stock in transit f Reference Qty From Serial No Your ref 06 11 2008 1 Main stock Manchester 1 Main stock Peter Rushworth 06 11 2008 1 Main stock Manchester 06 11 2008 2008 11 06 ADMIN 00005 2 Main stock Manchester 7 To change the reference for the parts click Edit your reference button and the following is displayed Service Accent 8 Enter the new your reference for the selected items and then click the OK button B Transit manager a Stock in transit Reference Qty From SerialNo Your ref 06 11 2008 Manchester Stock movement 06 11 08 Peter Rushworth 06 11 20 ain stock Manchester S
124. ock level Reorder level If the stock source does not have enough stock the part is automatically ordered A part can have a reorder level and when that level is reached or falls below a recommended reorder to quantity can be specified The replenish routine checks each part that has a reorder level and then automatically transfers stock from the stock source or reorders upto the quantity specified in the reorder to quantity For example the reorder level is 8 and the reorder to is 10 The current quantity in stock is 7 so the replenish routine will order 3 as the physical stock is less than the reorder level Reorder to quantity the current physical stock 10 7 3 setup stores Engineer stores aHa 5 Source DELIVERY VAM DELIVERY VAM Main stock Main stores Engineer Team 4 Engineer Team 4 Main stock Engineer Team B Engineer Team B Main stock IYSEDEN CHRISTIE IYSEDERN CHRISTIE Main stack Jane Smedley Jane Smedley Main stock Peter Rushworth Peter Rushworth Main stack Engineer SERVICE Co SERVICE Co Main stock stores Simulator Simulator Main stock Sub Contractar Sub Contractor Main stock Customer shores Supplier shores Locational shores Edit this store Core stock Store holdings Replenish Part Mo Description Stock Re order level Re order to Location 41003 CV 200 Oly processor 0 2 4 Engineer van GHO14900 Channel GIF PO 0 4 5 Engineer van O 5019852290 Rod Lens 1 98 x 22 90 0 2 10 Engineer Van 0
125. ock take drop down list is not available 6 Enable Select a range of bin numbers and then indicate a range of bin numbers locations to stock take 7 Enable Include current stock levels to show the current physical stock on the stock take spreadsheet 8 Enable Allow cumulative totals from duplicate entries If the same part number is duplicated on the spreadsheet the totals will be added together and only one part will be shown Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 145 New Stock Control 9 Click the Next button Stock take Stock take wizard Stock take my main stack Ready to create the spreadsheet have already created the spreadsheet skip this stage This is the Format of the spreadsheet that will be output and read in Change the order using the arrows tickfuntick Fields to includefexclude Part No Description s Bin Location wf by Counted Reset to default 10 The stock take procedure creates a spreadsheet so that your stock can be counted If you have previously run the stock take procedure and are ready to update the system stock levels enable I have already created the spreadsheet skip this stage please refer to Updating the system stock levels on page 148 If this is the first time the stock take has been run do not enable this option 11 The format of the spreadsheet that is outputted will show the following
126. ompas Supplier shine ke Winsingnon Was Lacatianal shiek Collarhien Fin 33 T besk Frob _ Location en tock rain stock Maeser Engineer slackin Jane Seeley Peter ALiehewrth TFSLOON CHRIS Costamer shock tantup Compas Supplier shine ke Wiasingnon Was Locatianal shiek Collarhian Rin 33 Location Faulty On Jobs Jobs Jobs Sales Sales In transit On loan Scrapped Bin location Stock Order Ordered Reserved Despatched Required Reserved Main stock Main stock Manchester Engineer stock Jane Smedley Peter Rushworth IYSEDEN CHRIS Customer stock Vantage Compu Supplier stock Wasington Was Locational stock Collection Bin 33 Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 63 New Stock Control If the part is a serialised part when the quantity field is clicked the Show items in this location button is activated E 006R01265 CYAN TONER CARTRIDGE METERED Stock holdings Faulty On Jobs Jobs Jobs Sales Sales In transit On loan Scrapped Bin location Stock Order Ordered Reserved Despatched Required Reserved Main stock Main stock Manchester Engineer stock Customer stock Service Point Lt Vantage Compu Sampson McGill vantage Compu Supplier stock Locational stock Click this button to see detail
127. on Bin 33 Jobs Job Sales Sales Reserved Despatched Required Reserved 4 1 BIN12 x234 4 1 In transit On loan Scrapped Bin location Sales Reserved This shows the quantity of stock reserved against sales orders E 002702570U Objectives Jobs Ordered Faulty On Stock Order Engineer stock Jane Smedley Peter Rushworth IYSEDEN CHRIS Customer stock Vantage Compu Supplier stock Wasington Was Locational stock Collection Bin 33 In transit On loan Scrapped Bin location Jobs Jobs Sale Sales Reserved Despatched Required Reserved 1 BIN12 x234 1 62 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Holdings Tab In transit This shows the quantity of stock currently in transit E 002702570U Objectives Location Main Faulty On Jobs Jobs Jobs Sales Sale In transit On loan Scrapped Bin location Stock Stock Order Ordered Reserved Despatched Required Reserveff Main stock Main stock 1 BIN12 Manchester x234 1 Engineer stock Jane Smedley Peter Rushworth IYSEDEN CHRIS Customer stock vantage Compu Supplier stock Wasington Was Locational stock Collection Bin 33 a aback Frobubanges in Main tock Man stock Marchese Engireer sluckin Jane Seeley Petes ALheworth TPSLON CHRIS Costamer shock vantu C
128. once a week 160 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Reprinting A Consignment Note Reprinting A Consignment Note Copyright Vantage Computing Ltd 2008 All rights reserved This routine allows the reprinting of a consignment note that was previously produced through the stock replenishment routine To reprint a consignment note 1 Click Routines from the Service Accent button bar under Stock control click the Reprint a consignment note icon CON gt O A PON N A N o Routines Shortcuts Finder Reports To do window Help Contracts 2 a i 4 Contract Meter biling Rental biling Generate PM Contract billing jobs housekeeping Work control 3 2 Job costing and Batch job logging Engineer locations invoicing Invoicing 2 amp R Authorise Print invoices Export Invoices Sales order invoices manager 7 ay Stock control g g Stack Transit manager Consolidate Stock take Stack Reprint a transactions replenishments purchase orders housekeeping consignment note 2 The Consignment note wizard appears Consignment note wizard Print a consignment note for 1 item s Search for a consignment note Consignment Consignment Date There are no items to show in this list In the Consignment box enter the consignment note number to reprint You can search for consignment numbers by just enterin
129. ory then the Serialised parts tab rare Ta i tack Sio i E m Hepie hai sh By error ory Poor eS Ee or Se In transit Good ky Description Faulty City 006R01265 CYAN TONDAS p i Ciro Circuit boa OPen this item 1 ci CPOS ETO PIN New 1 0 HD2500 250GB Har 2 0 HOS00 50066 Har Perform transaction 1 T PROCESSOR intel proce Show stock holdings 1 D 502001300 Optical rod 0 0 TESCCOL2002 CCDLENS Show alternatives 1 o WHOOSH2000 CLEANCO 2 0 Explore View inventory Motes Reports 27 and the serialised item MB93837456 used on the job is shown at the customers location View Inventory Pentium Motherbaord All Inventory Unallocated Scrap Customer Contract Warranty Serialised parts Product Description Asset No Location MB93837456 MB100 Pentium Motherbaord Third bay Open Reports Clear Refresh n 4 z a oa a Legend Copyright Vantage Computing Ltd 2008 All rights reserved Serial Number Tracking 28 The next step is to return this serialised part as faulty This can be done in one of two ways either perform a Stock transaction to move the serialised part from customer stock to faulty stock or by raising a new service job see step 40 Perform stock transactions Stock transactions This allows you to move stock between locations i 0 transactions made Where are the parts coming from Service Point Led Ware Where
130. owing is displayed Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment vou wank to perform Part requests Reserved Engineer stock Jobs 347 Parker amp Hudson Fire Jane Smedley 05 02 2007 a Part requests J Estimates F Requests On ord n order Parts requested Reserved Despatched Description In stock Required a j There are no tems to show in this wiew Loan requests Reordering Estimate Request order eserve Despatch Select an alternative part Reference 2007 09 20 ADMIN 00005 g Print s Reports 112 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Replenishment 3 From the Jobs area select the job You can only select one job at a time Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Fngineetceuct Part requests Reserved Park requests 347 Parker amp Hudson Fire Jane Smedley 05 02 2007 Estimates Requests On arder Reserved ee 4 56 Storz Achromat CLY U20 Oly light sourc Despatched Loan requests Reordering Estimate Request Select an alternative part Reference 7007 09 70 ADMIN 00005 4 After a job is selected the parts that are ready to be despatched are shown in the Parts viewing pane 5 The Parts viewing pane shows the part
131. played 14 The stock take routine is re displayed Stock take Stock take wizard Stock take my engineers and other locations About to create the spreadsheet This is about to create a text File with a name of ESYYMMDO THT where ES represents Engineer Stock and YYMMDD is the current date Once you have Filled in the stock take details on to the spreadsheet you must use file File Save As option and save it as type CS Comma delimited 0 CSyy Click Next to create the spreadsheet 15 Click Close to close the stock take procedure Copyright Vantage Computing Ltd 2008 All rights reserved Stock Taking To stock take main stores 1 If main stock was selected the following will be displayed Stock take Stock take wizard What do you want to do Stock take my engineers and other locations 2 From the Stores drop down list select the main store to stocktake 3 Click Next Stock take Stock take wizard Stock take my main shock Select which parts you want to stock take Shock take a specific category ee What do you want to shock bake Patsony Select a range of bin numbers o m Include current stock levels Allow cumulative totals From duplicate entries 4 Enable Stock take a specific category and then select a stock category from the drop down list to stock take just a specific stock category 5 You can only stock take parts at the moment so the What do you want to st
132. ption Stock Re order level Re order to Location A1003 CV 200 Oly processor Engineer an GH014900 Channel GIF POQ20O Engineer Yan J 10 J610 1316mm insertio Engineer an 501982290 Rod Lens 1 98 x 22 90 Engineer Van TBSCCOL2001 COCO LENS UNIT CF 1 Engineer Yan TUT1 4813024 Universal cord tube Engineer Van i Template 4dd parts to store L 15 To add load templates to other stores repeat the process as described above 24 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Copyright Vantage Computing Ltd 2008 All rights reserved To remove parts from core stock 1 Select the store by clicking the icon Main Supplier or Locational and then select the store Setup stores Engineer stores Main stores DELIVERY Vahl Engineer Team 4 Engineer Team B TY SEDEN CHRISTIE Jane Smedley Peter Rushworth Engineer SERVICE CO stores Simulator z Sub Contractor DELIVERY YAM Engineer Team 4 Engineer Team B IYSEDEN CHRISTIE Jane Smedley Peter Rushworth SERVICE CO Simulator Sub Contractor Customer shores Supplier shores Locational shores Core stock Store holdings Replenish Store Maintenance Engineer Customer Source Main stock Main stock Main stock Main stock Main stock Main stack Main stock Main stock Main stack Edit this store Description Stock Re order level C
133. r ALehewrth IWSLOON CMRI Custamer ahne Wonka Compas Supplier shnek Wasington Wiss Locaticnal sinri Collerhien Rin 33 60 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Holdings Tab Faulty stock This shows the physical quantity in faulty stock E 002702570U Objectives Main Faulty Stock Stock Main stock Main stock Manchester Engineer stock Jane Smedley Peter Rushworth IYSEDEN CHRIS Customer stock Vantage Compu Supplier stock Wasington Was Locational stock Collection Bin 33 Jobs Jobs Sales Sales In transit On loan Scrapped Bin location Reserved Despatched Required Reserved 1 BINI2 x234 1 Main stock Main stock Manchester Engineer stock Jane Smedley Peter Rushworth IYSEDEN CHRIS Customer stock Yantage Compu Supplier stock Wasington Was Locational stock Collection Bin 33 Jobs Jobs Sales Sales In transit On loan Scrapped Bin location Reserved Despatched Required Reserved 1 BIN12 x234 1 Main Stock Main stock Main stock Manchester Engineer stock Jane Smedley Peter Rushworth IYSEDEN CHRIS Customer stock Vantage Compu Supplier stock Wasington Was Locational stock Collection Bin 33 0 Jobs Orde Ordered Reserved Despatched Required Rese
134. r immediately or via the Transit manager the Tracking tab appears as follows x Inventory Record MB 46469484 Pentium Motherbaord iii Item Status Contract Warranty Lease Rental Parts Kit Other Preferences Depreciation amp subcontracting Tracking Stock location Supplier stack Computer Suppliers Inc Close Notes Faulty reference Faulky return History Returns reference 234134167 Letters Scrap code Scapped item 12 Transfer this item 97 The Stock location is updated to reflect that the serialised part is in supplier stock and the supplier name and returns reference is shown 98 The stores dialogue shows the item is now in supplier stock Setup stores Supplier stores i Source 4 Mew supplier 4 New supplier Default source Kain stores Computer Suppliers Inc Default source Digital Copier Solutions Digital Copier Solutions Default source Sharp Electronics Ltd Sharp Electronics Ltd Default source The Paper Co Led The Paper Co Ltd Default source Wasington Washer Spares Wasington Washer Spares Default source Customer shores Supplier stores Locational stores Edit this store Core stock Store holdings F Description Faulty Qty In transit ME10O Pentium Motherbaord Printing stock audit reports Whenever there is any movement activity against a serialised item the stock audit is updated There are 3 standard stock audit reports available wit
135. re stock Store holdings Replenish Description 41003 Cv 200 Oly processor 6HO14900 Channel GIF PO 0 3810 J810 1316mm insertic 501962290 Rod Lens 1 98 TUT 4415024 Template 74 eService Accent New Stock Module Setup amp User Guide Universal cord tube SEE Source DELIVERY VAM Main stock Engineer Team 44 Main stock Engineer Team E Main stock TYSEDEN CHRISTIE Main stock Jane Smedley Main stock Feter Rushworth Main stock SERVICE CO Main stock Simulator Main stock Sub Contractor Main stock Edit this store Stock Re order level Re order to Location 4 Engineer van 5 Engineer van 2 Engineer van x 22 90 10 Engineer Van 7 Engineer van Add parts to store Copyright Vantage Computing Ltd 2008 All rights reserved Engineer Holdings Tab 4 The screen is redisplayed with the part removed To view store holdings To view the actual quantities in stock in a store follow the steps below 1 The display will automatically show the Core stock view except for main stock where the store holdings are shown as you cannot have core stock for main stock Click the Store holdings tab Setup stores Engineer stores Source Feter Rushworth Feter Rushworth Main stock Engineer stores amp Core stock Store holdinge Replenish Description Good Qty Faulty Gky In transit HIME T Window Resistor Objectives 2 45 0 70 Objectives 2 63 30 70 5420 Ballbearing Sd
136. reate new store Edit this store Stock Re order level Re order to Location Properties Properties Remove parts Properties Service Accent New Stock Module Setup amp User Guide 23 New Stock Control Vci 12 Select the template to load in this case it will be Engineer base core stock and the following message is shown Service Accent This will delete the core stock on this store t Please confirm thak you want to load the template Engineer base core stock Q Whenever a template of core stock is added to a store any parts that have previously been set up will be deleted before the template is added 13 Click Yes to confirm that the template is to be loaded or click No if the template is not to be loaded 14 After Yes has been clicked the parts in the template are added to this engineers core stock Setup stores Engineer stores n Source DELIVERY YAM DELIVERY YAM Main stock Main stores Engineer Team 4 Engineer Team 4 Main stock Engineer Team E Engineer Team E Main stock IYSEDEN CHRISTIE IYSEDER CHRISTIE Main stack Jane Smedley Jane Smedley Main stock Peter Rushworth Peter Rushworth Main stock Engineer SERVICE Co SERVICE CO Main stack stores Simulator Simulator Main stock Sub Contractor Sub Contractor Main stock Customer shores Supplier shores Locational shores Edit this store Core stock Store holdinge Replenish Descri
137. requests 248 Service Point Ltd Peter Rushw 27 07 2006 663 Line Electrical Ltd 300772007 Loan requests Requested Reserved Loans on job Installed Description Collected There are no tems to show in this view Returned Reordering Details Reference 2007 09 20 A0MIN OOO0S G Reports Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 117 New Stock Control 3 From the Jobs area select the job You can only select one job at a time Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Fnigineeiet alt Loan requests Requested Jobs Job Mo Customer 36 Vantage Computing Intern Part requests 248 Service Point Ltd 663 Line Electrical Ltd Loan requests Requested Reserved Installed Description Collected Vwashroom bin Loans on job Returned Reordering Despatch Return Reference Z007 09 20 ADMIN 00005 DAVID MORAIS 201072004 Peter Rushw 27072006 S007 2007 m ant Mee te st Reports 4 After a job is selected the loans that are required are shown in the Loans on jobs viewing pane 5 The Loans on jobs viewing pane shows the product the product description and the quantity required 6 Highlight the item Stock replenishments Stock replenishments Select the appropriate opt
138. res a SOUrCe E DELIVER YVAN DELIVERY VAN Main stock Main stores Engineer Team 4 Engineer Team 4 Main stock Engineer Team E Engineer Team E Main stack IYSEDER CHRISTIE TYSEDER CHRISTIE Main stack Jane Smedley Jane Smedley Main stack Peter Rushworth Peter Rushworth Main stack Engineer SERVICE Co SERVICE CO Main stack stores Simulator Simulator Main stack 3 Sub Contractor Sub Contractor Main stack Customer shores Supplier stores Locational shores reake new store Edit this store Core stock Store holdings Replenish Description Stock Fe order level FRe order to Location Cv 200 Oly processor Engineer Van Channel GIF PO O Engineer Van J810 1316mm insertio Engineer Yan 501982290 Rod Lens 1 98 x 22 90 Engineer Van T1481 3024 Universal cord tube Engineer Van Template 4dd parts to store 5 The screen is re displayed with the part removed 26 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved To view store holdings Store Maintenance To view the actual quantities in stock in a store follow the steps below 1 Select the store by clicking the icon main engineer customer supplier or locational and then select the store Setup stores Engineer stores Main stores Engineer stores Simulator Customer shores Supplier shores Locational shores DELIVERY VAN Engineer Team 4 Engineer Team E IYSEDEN CHRI
139. rn Reference 2009 11 06 ADMIN O0052 Reports Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 97 New Stock Control 3 From the Engineers area select the engineer You can only select one engineer at a time Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Faulty returns Process faulty returns Engineer stock Engineers Faulty returns Process Faulty returns Peter Rushworth Part requests Loan requests Reordering CV 200 Oly processor Return Reference 7008 11 06 ADMIN OO052 A Reports The list of parts requiring returning is calculated by checking completed jobs to see if the part has been marked as Repairable and if the original part is marked to be returned to engineer faulty stock 4 After an engineer is selected the parts that require returning to main faulty stock are shown in the Parts viewing pane 5 The Parts viewing pane shows the Part number the part description and the quantity in engineer faulty stock 6 Highlight the part to return Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform _ Faulty returns Process faulty returns Engineer stock Engineers Faulty returns Process Faulty returns Peter Rushworth Part requests Loan requests Reordering CV 200 Oly Love
140. rts Reports and letters Select the item wou want to run and click Aun Reports Letters ee Reports g Customers oe Contracts oe Engineers a Inventory gf Stack a Loans g Purchase orders a Stock contral oe Invoicing gi Work Control g Our Reports E Stock E Customer stock valuation E Engineer stock valuation E Parts nominal coding et Parts with Main Stock ty E Re print Engineer Despatch Wote E Reprint Goods Received Mote E Serialised Stock valuation E Stock holdings by category te Stock movements audit by Date E Stock movements audit by Part E Stock movements audit by Transaction E Stack valuation g WUNIVACIRICOH Aficio CL7300 PCL 6 Auto Tray Select 5 There are various reports under the stock control section which provide information on stock movements stock valuation and stock holdings These reports could be run as part of your normal monthly reporting cycle 166 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved
141. rved Jobs Jobs Sales Sales In transit On loan Scrapped Bin location 1 BINI2 x234 1 E O07 70275700 Objectives besk Frob _ iiaa main stock Mien stock Mamee Engireer shucks Janes Semele Peter ALichewrth ISCON CMRI Costamer shnck Wonka Comps Supplier sine le Wiasinghon Was Locational shiek Collarhion Pin 33 f Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 61 New Stock Control Jobs Despatched This shows the quantity of stock despatched against jobs E 002702570U Objectives Main Faulty On Jobs Stock Stock Order Ordered Main stock Main stock Manchester Engineer stock Jane Smedley Peter Rushworth IYSEDEN CHRIS Customer stock Vantage Compu Supplier stock Wasington Was Locational stock Collection Bin 33 Jobs Jobs Sales Sales In transit On loan Scrapped Bin location Reserved Despatched Required Reserved 1 BIN12 x234 1 Sales Required This shows the quantity of stock required for sales orders E 002702570U Objectives Jobs Ordered Main Faulty on Stock Stock Order Main stock Main stock Manchester Engineer stock Jane Smedley Peter Rushworth IYSEDEN CHRIS Customer stock Vantage Compu Supplier stock Wasington Was Locational stock Collecti
142. s Main stores SE i Source a Main stock Default source Hain stores Manchester Main stock Engineer stores Customer shores Supplier shores w Locational shores Edit this store Store holdings Replenish Description l Faulty Qty In transit A M224hl Stainless steel wire M231NI Nickel Stainless Bank Wire P1462 1000 Bio Valve hi4I411 cover JF 140R MEB1O0 Pentium Motherbaord hMB145000 Distal Hood ME 196 ADW valve MB1 95000 a5 Cap MBSS5s000 Biopsy Cap MBS31000 Suction Lever GIF 2T10 MES S000 Gas Cap 20 MBS S000 Long Type CO Valve MO159 Suction valve PRAM A A mie tinal P D mn GA m GA an GA m GA ooo ooo oo 50 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Serial Number Tracking 69 If the item can be repaired it needs to be repaired and then using Stock transactions be moved from faulty stock to main stock or to another main store If the item cannot be repaired or is not economically viable to repair it needs to be scrapped 70 From the Inventory Tracking tab click Transfer this item Perform stock transactions Stock transactions This allows you to move stock between locations i 0 transactions made Where are the parts coming from Fautystock o Y Where are the parts going to None Y Enter your own reference for this transaction Aaa ooo 71 The source Where are the parts coming from for
143. s Jobs Stock Replenishment Job Mo Customer dane Smedley 03 07 2007 al E _ Sub Cortra 1607 2007 i 617 Vantage Computing In 661 Vantage Computing Im Parts requested Description There are no temsa to show in this view Estimate Request Select an alternative part Engi Logged __Instack Required The colour coding for the jobs in the Jobs area is as follows e Black An estimate still needs to be produced e Magenta An estimate has been produced 3 From the Jobs area select the job You can only select one job at a time Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Engineer stock Part requests Estimates Requests On order Reserved Despatched Loan requests Reference Z007 09 19 ADMIN O00041 Part requests Estimates Jobs Job Mo Customer Parts requested 617 Vantage Computing In Jane Smedley O3 07 2007 661 Vantage Computing In Engi Logged SuUb Contra 1607 007 Description GH114200 5 Flate P205 The list of parts requiring estimates is calculated by checking completed jobs to see if the part has been marked as Estimate 4 After a job is selected the parts that require estimates are shown in the Parts viewing pane 5 The Parts viewing pane shows the Part number the part description quantity in main stock a
144. s for a specific date Stock movements audit by part shows stock movement for a specific part 6 7 Stock movements audit by transaction shows stock movement for a specific transaction 82 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Transactions Stock Transactions Stock transactions allows you to perform manual changes to your parts stock holdings or to manually move parts stock from one location to another location You cannot perform stock transactions on products To perform stock transactions 1 Click Routines from the Service Accent button bar under Stock control click the Stock transactions icon a iew Routines Shortcuts Finder Reports Todo Window i A amp Contract Meter biling Rental biling Generate PM Contract the billing jobs housekeeping Contracts Pr Te lala E iip AE Work control a 4 7 7 Ti Yigg eT Job costing and Batch job logging Engineer locations invoicing Invoicing D k Guthorise Print invoices Export Invoices Sales order Invoices manager Stock control z1 3 Stock Transit manager Stock Consolidate Stock tess transactions replenishments purchase orders a dape ele Ba etree bie phg Eai Le Eira eee PL pee ed ee Ppa eet is ope pee bee L OTE E E Uenaan args E EE ge po ins hiag 2 The Perform stock transactions dialo
145. s of all the serialised items in this stock location with serial numbers Right clicking on any of the location quantities will allow you to drill down and see further details For example if you right click on the On order quantity against the Manchester store a list of the purchase orders that make up this on order quantity is shown W 002702570U Objectives Main Faulty On Jobs Jobs Jobs Sales Sales In transit On loan Scrapped Bin location Stock Stock Order Ordered Reserved Despatched Required Reserved Main stock Main stock IT 1 BINI2 Manchester 3 aj 3 Engineer stock Poooos6 33 Jane Smedley Peter Rushworth IYSEDEN CHRIS Customer stock Vantage Compu Supplier stock Wasington Was Locational stock Collection Bin 33 Click on the applicable purchase order and the purchase order dialogue for that order is displayed Re order level and Re order to fields A part can have a re order level and when that level is reached or falls below a recommended re order to quantity can be specified The re ordering routine see Reordering on page 139 checks each part that has a reorder level and then automatically reorders upto the quantity specified in the reorder to quantity For example the re order level is 8 and the re order to is 10 The current quantity in stock is 7 so the re ordering routine will order 3 as the physical stock is less than the re order level Re order to quantity
146. s part Use part from Main stack Engineer Site Another location Location Consignment Replenish this par 4 After an engineer is selected the parts that require replenishment are shown in the Parts viewing pane Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Engineer stock Part replenishrnients Peter Rushworth Engineer stock Part replenishments 4bandon Top up whole kit FREDIONES Reference 7008 11 06 ADMIN 00046 Descri tion a Fred part Order part The colour coding for the parts is as follows Insteck Required Top up park Don t top up st Reports e Black There is sufficient main stock to fulfil the replenishment e Red There is insufficient main stock to fulfil the replenishment e Blue There is no stock in main stock Service Accent New Stock Module Setup amp User Guide 93 New Stock Control Vci 5 The Parts viewing pane shows the Part number the part description the quantity in main stock and the amount required for the replenishment 6 Highlight the part to top up Stock replenishments Stock replenishments Select the appropriate option for the type of replenishment you wank to perform i Engineer stock Part replenishments Engineer stock Engineers Part replenishments La Jane mem Part requests Loan requests Top up whole kit Reordering
147. scription is a mandatory entry 5 The next step is to select the Store type All the other options are greyed out except the store type selected from the previous screen By default the main stock is created automatically and marked as the primary store You can only have one primary store 6 Click Edit to edit the name and address of the main store and the following is displayed Service Accent Enter the address of this store location Name Manchester Office Address 1 21 The High Street Address 2 Deansgate Address 3 S Tn Manchester a County Greater Manachester Postcode Mi FYH 7 Edit the name and address of the store You must enter a name The name and address is used to populate the delivery address when ordering stock for this store 8 Click OK Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 13 New Stock Control 9 The store dialogue is re displayed with the edited name and address of the store shown Store New fe al Store Description Manchester Close Store type Main stock Manchester Office 21 The High Street c Stock source Default source 10 From the Stock source drop down list select the stock source The stock source is used when you replenish this store It will firstly check this source to see if there is enough stock to replenish this store if not a purchase order will be raised The drop
148. serving parts Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform 235 Vantage Computing Ltd 17072006 Part requests 322 Redfern Sentry Ltd 0340112007 347 Parker amp Hudson Fire Jane Smedley 05 02 2007 7 aiie Wantage Computing In Sub Contra 16 07 2007 Requests On order Reserved SSS Despatched Description a 4 56 Storz Achramats CLY U20 Oly light soure i In stock Required Estimate Request Reserve Select an alternative part Reference 2007 09 19 A0MIN OO041 G Reports 10 Click the Order button If there is insufficient stock the purchase order will be raised for the whole quantity required For example the requested quantity is 5 but there is only 3 in main stock The purchase order will be raised for 5 not 2 Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 107 New Stock Control 11 A provisional purchase order will be created automatically Purchase order POOOO56 1 Purchase order 2 Items 3 Delivery details 4 Other Items on this order Abandon i Manufacturer s part Qty O S H EEMS IDETCYF 1 00 Delete Close Motes Print Authorise Description Dista end tip CYF 2 o 101 Add part to org E er AWA 12 Please refer to Authorising A Provisional Order on page 610
149. stock between locations i O transactions made 4 Select the parts MB100 Pentium Motherbaord MESSE 7456 Print transaction docket Perform 34 As the stock transfer has been initiated from the serialised inventory record you cannot select another part set the quantity or remove the part The serialised part number and the serial number are automatically added to the parts to be transferred 35 Click Perform transactions 42 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Serial Number Tracking 36 If Ship this transaction via the Transit Manager has been enabled the Tracking tab will appear as follows Inventory Record MB9383 456 Pentium Motherbaord Item Status Contract Warranty Lease Rental Parts Kit Other Preferences Depreciation amp subcontracting Tracking Stock location Main Faulty stock In transit Manchester close Motes Faulty reference History Returns reference FO Letters Scrap code FS 1 ae A 37 The part is shown as being in transit to the Main stock in the Manchester store 38 You will then need to open the Transit manager to receive the part see Transit Manager on page 32 39 After the part has been received either immediately or via the Transi
150. t manager the Tracking tab appears as follows Inventory Record MB93637456 Pentium Motherbaord Item Status Contract Warranty Lease Rental Parts Kit Other Preferences Depreciation amp subcontracting Tracking Stock location Main Faulty4 stack Manchester n S gos Motes Faulty reference o History Returns reference e Letters Scrap code P io Transfer this item Geereeteee ere ee eteeeee ere ere eer eee re ete eer eee eee eee et wi H j 40 The Stock location is updated to reflect that the serialised part is in main faulty stock in the Manchester stores 41 To return the part to faulty stock via a service job the following will be displayed when the part is used on the job Service Accent You have used a repairable item i s Do you want to return this part to Faulty stock Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 43 New Stock Control 42 Click Yes to return the faulty serialised item You will be prompted to select the faulty item Select serialised part E100 Pentium Motherbaord Search serial number Asset Mo MBF a4 3646476 gt Modify Select all Continue Service Accent Please enter a reference for the return of these faulty items m Parts for job 854 Pentium Motherbaord 1 P
151. t is no longer shown in the parts viewing area 96 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Replenishment Faulty returns Faulty returns is used to move a faulty part from an engineers faulty stock to main faulty stock and this part can then be subsequently repaired and moved to main good stock or scrapped either way a stock transaction will have to be performed Please refer to page 114 and page 330 for details on repairable parts and using repairable parts on a job 1 From the Stock replenishment dialogue click Faulty returns and the following is displayed Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you wank to perform Engineer stod No replenishment option selected Faulty returns Process Faulty returns Part requests Lai i Please select an option From the menu on the left Loan requests Reordering Reference 2008 11 06 4DMIN OO050 ge Print Reports 2 Click Process faulty returns and the following is displayed Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform Faulty returns Process faulty returns Engineer stock Engineers Faulty returns Process faulty returns Peter Rushworth Part requests Loan requests Reordering Description There are no items to show in this list Retu
152. t of MSYYMMDOCD TSY Click Next to select and open the cs file My Recent Documents Desktop My Documents hy Network Places Remote Remote Gateway Reports Repository Users fsp MSO70925 csv File name MSO8071 cew z Files of type Main stock take files Stock Taking Eo Cancel 10 Browse to your AccentDb folder and select the file If you are updating main stock the file will be called MSYYMMDD csv and if you are updating engineers and other locations the file will be called ESYYMMDD csv Click the Open button Service Accent P This file is dated 10 Jul 2008 10 42 Is this khe correct File 11 You will be prompted to confirm that this is the correct file to open Click the Yes button to confirm or click No to select a different file Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 151 New Stock Control Service Accent This is going to update any stock levels and bin numbers you have entered Continue 12 Click the Yes button to confirm that you wish to proceed with the updating of the stock levels and or bin locations 13 A progress bar will be shown as the stock levels are updated After the process has completed the following be displayed Stock take Stock take wizard Stock take my main stack Main stock take is now complete Click Next bo Finish your main stock bake You will then be abl
153. te stock holding records were deleted oe purchase orders 12 stock items on purchase orders checked checking parts ordered for jobs 5 stock items ordered for jobs checked posal sales orders 27 stock items required for sales checked Checking unallocated stock levels Product GO6R01265 stock level now set to amp Product INT CC stock level now set to 1 Product P P stock level now set to 1 3 products checked Checking loan items Finishe Checking parts reserved for jobs 0 holdings for reserved stock were corrected checking parts despatched to jobs holdings for despatched stock were corrected Housekeeping finished 10 July 2008 10 51 Housekeeping started 10 July 2008 10 57 checking For duplicate holdings 0 duplicate stock holding records were deleted aed purchase orders l2 stoc items on purchase orders checked Checking parts ordered for jobs 5 stock items ordered for jobs checked PA sales orders 27 stock items required for sales checked Checking Unallocated stock levels sel Tae er ETE ret Me a a bs Poppe ae ee at Le Ee pte ey ete ee eerie re betel ype ces eer ln anya bital e L E e E orf Boe es T A T T E E ine preva thes a lmit Miyana A E i eT 18 The log details are automatically saved If there was a previous log file the most recent stock housekeeping log will be appended to the log Its is recommended that stock house keeping is run at least once a month preferably
154. tem has been checked on its return and works ok 18 Clicking the Tested button returns the loan item to main loan stock View loan items z2 Locational 3 Reserved 4 In transit 5 Installed 6 Returned Part Mo Description Status 123124 S006 Hard disk In main stock Transfer 094570457045705 WwWASHBIN Washroom bin In main stock T i Open Reports Find Clear Swap Refresh 19 The loan item is now available for further loans Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 135 New Stock Control Swapping out a loan item If the loan item is to be kept by the customer you need to remove the original faulty inventory item and replace it swap out with the loan item follow the following procedure To swap out a loan item 1 Open the job dialogue containing the loan item to be swapped out Job 248 Service Point Ltd Sek 1 Job 2 Details 3 Faulks 4 Status I 5 Completion 6 Tasks 7 Misc 8 QuickClose Job type Field r Job No 246 BREAKDOWN Logged by Jane Smedley EREA DOWN a Closed by Peter Rushworth Customer Service Point Ltd Fah Cairns Way Notes Mew England Road Invoice Mr Iain Davidson T Letters Phone No 01234 567890 z scoooo4 if On contract Warranty o A large text length service level Y NO CHARGES k J Set as non chargeable Item PC POCC Select product Description PC CO PENTIUM PC Se
155. ter Billing Setup amp User Guide this document describes how to configure and use Service Accent Online Meter Billing Service Accent Sage Live Link Setup amp User Guide this document describes how to configure and use Service Accent Sage Live Link Service Accent SMS amp Email Notifications Setup amp User Guide this document describes how to use Service Accent SMS amp Email Notifications Service Accent Wireless Setup Guide this document describes how to install and setup Service Accent Wireless Service Accent Wireless User Guide this document describes how to use Service Accent Wireless Service Accent Remote Customer User Guide this document describes how to use Service Accent Remote Customer Service Accent Remote Engineer User Guide this document describes how to use Service Accent Remote Engineer Service Accent Remote Email Setup amp User Guide this document describes how to configure and use Service Accent Remote Email Service Accent Messaging Setup amp User Guide this document describes how to configure and use Service Accent Messaging Service Accent Mobile User Guide this document describes how to use Service Accent Mobile Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 3 Introduction About this Guide This guide consists of the following chapters e Chapter 1 Introduction an overview of the new stock co
156. that level is reached or falls below a recommended re order to quantity can be specified For example the re order level is 8 and the re order to is 10 The current quantity in stock is 7 so the reordering routine will order 3 as the physical stock is less than the reorder level Reorder to quantity the current physical stock 10 7 3 Y To set reorder levels for main stock items open the stock record and select the Holdings tab see Stock Holdings Tab on page 60 for further details 6 From the Source store drop down list select the store that will replenish this part 7 In the Location field enter the physical location bin number of the part in this store 8 An example of a completed screen is as follows Service Accent Set the properties of OCCBF40E Re order level Re order to Location c 12h 9 Click OK to save the new part and the Setup stores dialogue is re displayed showing the new part in core stock 18 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Store Maintenance Setup stores Main stores aa Owner Source Main stock Default source Hain shrine Manchester Main stack Engineer stores Customer shores Supplier shores Locational shores Edit this store Core stock Store holdings Replenish Description Stock Re order level Re order to Location BELTI Z Fan Belt 40 Blz3 OC BF40E O
157. that this job has had an estimate raised 10 If the customer subsequently orders this part you will need to request the part by highlighting the job and part 102 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Replenishment Stock replenishments Stock replenishments Select the appropriate option for the type of replenishment you want to perform Jobs Faulty returns Job Mo Customer Engi Logged 617 Vantage Computing In Jane Smedley O3707 72007 mm Part requests 661 Wantage Computing In Sub Contra 160072007 Estimates Requests On order Parts requested Reserved Description Despatched GH114200 Plate P20 Select an alternative part Reference 27007 09 19 40MIN O0O041 11 Click the requests button Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform fineeatanl Part requests Estimates Jobs Faulty returns Job Mo Customer 617 Vantage Computing In Jane Smedley 03 07 2007 Part requests Estimates Requests On ord Dael Parts requested Reserved Despatched Description Instock Required There are no tems to show in this wiew Loan requests E Order Leserve Despatch Select an alternative part Reference 2007 09 19 ADMIN O0041 W Reports 12 The job and part are moved from the estimates dialogue to the req
158. the transaction is set as Faulty stock and cannot be changed 72 In the target Where are the parts going to select Scrapped stock Perform stock transactions Stock transactions This allows you to move stock between locations i 0 transactions made Where are the parts coming from Fauty stock Where are the parts going to Scrapped stock Enter your own reference for this transaction Ee 73 Ship this transaction via the Transit Manager is disabled as scrapped stock cannot be shipped via the transit manager 74 Each time a stock transaction is performed a unique system reference is created to add your own reference enter the reference in the Enter your own reference for this transaction box Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 51 New Stock Control 75 Click Next and the following is displayed Perform stock transactions Stock transactions This allows you to move stock between locations i 0 transactions made 4 Select the parts MB100 Pentium Motherbaord MB 46459484 Print transaction docket a Perform 76 As the stock transfer has been initiated from the serialised inventory record you cannot select another part set the quantity or remove the part The serialised part number and the serial number are automatically added to the parts to be transferred 77 Click Perform transactions
159. tock movement 06 11 08 06 11 2008 Manchester Stock movement 06 11 08 Select all Select 2 Items have been received Edit your reference Select none ect none 9 To receive the selected parts into stock click the Items have been received button The stock holdings for these parts in the receiving store will be updated and the parts will be removed from the transit manager Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 33 New Stock Control VCci Serial Number Tracking Serial number tracking allows a part marked as a Serialised item to be tracked throughout its life The part can be tracked as it is ordered transferred sold used on a job returned to stock returned as faulty and scrapped In the following example a serialised part MB100 Pentium Motherboard will be ordered from a supplier received into stock transferred to an engineer used on a job returned as faulty and then finally scrapped Stock Record MB100 Pentium Motherbaord umj led Part i Pricing Rit Meters Usage Holdings More Alternatives Compatibility Part Mo MB1O0 Description Pentium Motherbaord Category PO This is a product This is a part This item requires serial numbers Cm C This item is always chargeable Location Thirdbay Manufacturer The PC Company Man Part No KASHISGHE
160. tuntconnies 4 Documentation Conventions cccceeeesssseceeeeceeeeeeeees 4 Contacting Your Support Provider ccccccccceeeeeeeees 4 Store Maintenance ccccceeneeccccceccccereeetsesecanenseecss 6 Transit Manabe sorire saat vam emne ode eenates 32 Serial Number Tracking sassari 34 stock Holdings Tab cise ict onion eee 60 Customer Holdings Tab c cicacesscthensdesnadecisinnbiiaatceseveons 65 Eneincer Holdings Pabicic cei Sm eareecatae ieee Ass 67 Sock HOMINIS nanona atest as eseten ee aa aad oe TI Stock Movement History ccccccccccccccccceeeeeeeeseeeeensees 81 Stock Transactions ccccccccsssccccscecceccceeeeeeeeseeeeseeeesaas 83 stock Replenishment sdana ene 90 Engineer stock oseiro 91 Faulty teis aa dn od Sooke a dol eee Daten 97 Part regue 0S cco chat Cerrrte ccactua tt artaiictentnt Aoaauouboiacoltenchng tes 100 LOAM teguisin hounds aaeanise Araaacmioresiend 117 RREOPCCIING 5 ccc Aersiisicctecncete cae eneitcces Gana 139 SOCK Takina so itrsd ctta hace tetas ithe hla 140 Stock Housekeeping eresie an 153 Reprinting A Consignment Note ccccccssssseeeeeeeees 161 Stock Audit Reports ccccceececcccccccceeeeececeeeesseeeseeeeeas 165 Service Accent New Stock Module Setup amp User Guide 1 Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 2 Introduction Welcome to the Service Accent New Stock Modul
161. txt DLE Date Modified 16 10 2008 11 53 16 10 2008 12 04 File and Folder Tasks Text Document Text Document Make a new folder a Publish this folder to the Web Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 31 New Stock Control Transit Manager VCi The transit manager is used to acknowledge receipt of parts that have been transferred from one store to another When parts are physically transferred from one store to another the receiving store does not get the parts immediately they are held in transit for example they are on a van When the parts arrive at the receiving store they need to be booked in through the transit manager At that stage the actual stock holdings of the receiving store will be updated To use the Transit manager 1 Click Routines from the Service Accent button bar under Stock control click the Transit manager icon 5 Shortcuts Contracts a Contract billing Work control Job costing and invoicing Invoicing Authorise Invoices h H as L Princ invoices Stock control Meter biling Rental biling Generate PM ha ia a Batch job logging E Finder Reports To do Contract jobs housekeeping St P Engineer locations il E Sales order manager E Export Invoices i bas Stock Transit manager Stock Consolidate St
162. ty In transit CY ON TONER CARTRIDGE Circuit board ETO FIN 25046 Hard Disk SOOGB Hard disk intel processor Optical rods WO 2 00 x CCD LENS UNIT SIF Q200 WHOOSH2000 CLEAN O INDUSTRIAL F Me D e h oh mm S ma S ma BOA m A a GA m G m G m G a 4 The store holdings tab shows the following details Good stock the total quantity of good stock held at the customers location Faulty stock the total quantity of faulty stock held at the customers location In transit the total quantity of stock currently in transit to this store 66 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Engineer Holdings Tab Vci Engineer Holdings Tab The engineer holdings tab shows details of all car kits the physical holdings good stock the faulty stock and any stock in transit Viewing engineer holdings 1 Select the Holdings tab The holding tab appears Engineer Peter Rushworth DoR Engineer More 1 More 2 Vehicle Holdings Remote Click the button below bo view the stock holdings For this engineer EA Show engineer holdings Cae San ne mn ce eee 2 Click the Show engineer holdings button and the stores dialogue is displayed with the engineer preselected Setup stores Engineer stores Source Feter Rushworth Feter Rushworth Main stock Engineer stores Edit this store Core stock Store holdings Replenish
163. uests dialogue 13 Please refer to the following section Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 103 New Stock Control Part requests Requests Whenever a part is added to a job and marked as request this part see page 336 Requests shows these parts and from here they can be ordered reserved and despatched 1 From the Stock replenishment dialogue click Part requests and the following is displayed Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want bo perform Hamana No replenishment option selected Fart requests Estimates Requests On order Reserved Despatched Loan requests Reordering Reference 7007 09 19 4DMIN O0041 Reports 2 Click Requests and the following is displayed Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you wank to perform Engineer turk Part requests Requests Jobs Faulty returns Job Mo Customer 162 Vantage Computing Ltd Jane Smedley 02 06 2006 Part requests 235 vantage Computing Ltd 17 07 2006 322 Redfern Sentry Ltd 03 01 2007 347 Parker amp Hudson Fire Jane Smedley 05 02 2007 Estimates Requests On ord n order Parts requested Reserved Despatched Description Instock Required There are no tems to show in this view Loan requests
164. uide 77 New Stock Control VCi The dialogue can be expanded by placing the mouse cursor at the bottom right hand side and then holding the left mouse button drag the dialogue to the required size 3 The initial view shows all stock categories for all products and parts e To show products only enable Show products only e To show parts only enable Show parts only e To show items in stock for both of the above tick Only show items in stock 4 To see the products and or parts in each stock category expand the category by clicking the plus m sign and the following is displayed Stock holdings Siz ited Stock items Ball COPIER COLOUR COPIER CONSUMABLES DIGITAL COPIER DISHWASHER DOMESTIC APPLIANCE CEUM DEUM T1 DEUM TYPE 1 Fax FLOOR POLISHER INDUSTRIAL WASHING MACHINE INTERFACE PC SPARE PARTS TONER Ball TOWER COLOUR Won cateqorised ra eee E E E ee ea oe E f Show products and parts i Only show items in stack f Show products only f Show parts only 5 The display will show all the products parts assigned to that stock category and the quantity in main stock To see the locational stock engineers customers etc click the plus sign against the item and the following is displayed Stock holdings Stack items Ball COPIER COLOUR COPIER CONSUMABLES DIGITAL COPIER DISHWASHER DOMESTIC APPLIANCE CEUM ca EST DET IPES LA e oa a a a a a a yeaa etn ud 54 Locational holdings FAX FL
165. ulty stock SEL Setup stores Engineer stores Source lt DAVID MORRIS DAVID MORRIS Main stock Main stores Engineer stores Customer DELIVERY VAM Engineering team 4 Engineering team B TY SEDEM CHRISTIE Jane Smedley Jason law Peter Rushworth Salesman One SERVICE CO Simulator Sub Contractar DELIVERY VAM Engineering team 4 Engineering team B IYSEDEN CHRISTIE Jane Smedley Jason law Peter Rushworth Salesman One SERVICE CO Simulator Sub Contractor shores Supplier shores ha Locational shores Core stack Store holdings Replenish CCOGIFIT Z40 DEYV Te DRUM T 1 fHOO0700 95116500 HOS00 INT CC MBLOO NETZO01 501802000 SOFTWARE STLPIDACL SOR TONER Byy Copyright Vantage Computing Ltd 2008 All rights reserved Description CCD chip GIF iT240 DEVELOPER TYPE 2 DRUM TYPE 1 Side Case Cover Nozzle For GIF P20 50056 Hard disk COPIERCO NETWORK INT Pentium Motherbaord Network Card Rod Lens 1 80mm x 20 00 FREE SOFTWARE SUPPLI Storz lightpost ID ring BLOCK amp WHITE TONER Main stack Main stack Main stack Main stack Main stack Main stack Main stack Main stack Main stack Main stack Main stack Edit this store Good Oky in Fo je AN pr D e 0 Faulty Oby mn SA an DA m A m G OB G a G m G aa GA a G a GA n G a In transit A Service Accent New Stock Module Setup amp User Guide 45
166. view to the reserved view Stock replenishments fe ox Stock replenishments wh Select the appropriate option For the type of replenishment you want to perform Loan requests Reserved Engineer stock Jobs ___ JobNo Customer Engi Logged 4 663 Line Electrical Ltd S007 200 Part requests Loan requests Requested Reserved Loans on job Installed Product Serial No BEE Collected WYVWASHBIN 094570457545755 a Source Returned Reordering Reserve jespatch Return Tested Details Ei Dafaranra ons 09 90 ANAT nnn Reference 2007 09 20 ADMIN 00009 E Reports 13 The Loan dialogue on the job is updated to reflect that a loan item has been reserved for the job F 1 Source Status ARI59705 ARISTON INDU 1 HGJUH36534 Loan reserved Add loan E E R 14 The next step is to despatch the loan item 120 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Replenishment Despatching the loan item After the loan item has been reserved the next step is to despatch the item 1 From the Stock replenishment dialogue click Loan requests and the following is displayed Stock replenishments Stock replenishments Select the appropriate option For the type of replenishment you want to perform ee No replenishment option sel
167. w Stock Module Setup amp User Guide 11 New Stock Control Setup stores Locational stores Source _ aa Collection Poink 3 Manchester Main stores Engineer shores Customer shores Supplier shores Locational stores Core stock Store holdings Replenish Stock Re order level Re orderto Location There are no items bo show in chis list Template ydd parts Properties 10 The Setup stores dialogue is re displayed showing the newly created store To create more stores repeat steps 1 9 To edit an existing store 1 Select the store to edit by clicking the icon Main Engineer Customer Supplier or Locational and then select the store to edit Setup stores Main stores hy Hain stores 2 Engineer stores Customer shores Supplier shores Locational shores Edit this store Main stock Manchester Main stock 2 Click the Edit this store button and the following is displayed 12 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Store Maintenance Store Manchester Seles Description Manchester Store type Main stock Manchester Office 1 The High Street Stock source Main stock 3 Click Edit 4 Inthe Description box enter a name for the store this would usually be the actual name of the branch for example Manchester The de
168. w Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock Holdings Vci Stock Holdings The stock holdings view is used to show your total stock holding for all parts and products for all stock locations To view stock holdings il Click View from the Service Accent button bar under Stock control click the Stock holdings icon a a ee ae a e sa Finder Reports To do J View Routines Shortcuts Window 2 General 2 s 3 Customers Contracts Products amp Inventory Engineers amp parts locations Work control 3 ii e e Open jobs Closed jobs Escalations Visual scheduler Invoicing Py n x 3 Invoices amp Sales order costings processing Stock control Suppliers Stores Purchase Stock Stock Loan items Loan He Orders holdings movement items s history administrat ak r T5 T r E T E r Ee ae ee ee ee i n zi 2 The Stock holdings dialogue appears Stock holdings Stock items Bal COPIER COLOUR COPIER H CONSUMABLES DIGITAL COPIER DISHWASHER H DOMESTIC APPLIANCE FLOOR POLISHER INDUSTRIAL WASHING MACHINE INTERFACE PC SPARE PARTS TONER Ball TONER COLOUR Non categarised Show products and parts Show products only Show parts only Only show items in stock Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User G
169. xplore A027 71170 Acoma view inventory A1010 OTV 5 Motes BELT12 Fan Be are aan T k Jo Poe so Cor Po he it ee T Show stock holdings ID oOo oOoooooooo Reports Properties 5 There are 10 options available for the menu and these are as follows e Open this item opens the selected stock record e New use to create a new stock record e Perform transaction use to perform a stock transaction on this part see Stock Transactions on page 83 e Show stock holdings use to view the stock holdings in all stores see Stock Holdings on page 77 e Show alternatives use to show any alternative parts that can be used if no stock of this part e Explore use to drill down into the stock record showing the associated records and their hierarchies e View inventory use to show the inventory items for this part if it is a serialised part see Transit Manager on page 32 e Notes use to view notes for this stock record e Reports use to view reports and letters specific to stock e Properties Use only in conjunction with technical support 28 eService Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Store Maintenance To replenish stock Replenishment is the process of replenishing parts in the selected store from the stock source set up against the store that have fallen below the recommended minimum st
170. y be the location name for example Collection Bin 33 The description is a mandatory entry 3 The next step is to select the Store type As this is a new locational store you are adding all the other options are greyed out and the only option available is An address 4 Click Edit to enter the name and address of the new locational store and the following is displayed Service Accent Enter the address of this store location Mame Address 1 Address 2 Address 3 Town County Postcode Enter the name and address of the new store You must enter a name 6 Click OK The new store dialogue is re displayed with the name and address of the store shown Store Collection Bin 33 Store Description Collection Bin 33 edt Store type M An address Parcel Company Collection Bin 33 1 TH Stack source Main stock ha 8 From the Stock source drop down list select the stock source The stock source is used when you replenish this store It will firstly check this source to see if there is enough stock to replenish this store if not a purchase order will be raised The drop down list will show all main stores The default stock source is Main stock 9 Click Save and then Close to save the new store or click Cancel to exit without saving the store details Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent Ne
171. your main and locational stock and ensure your stock levels are correct Copyright Vantage Computing Ltd 2008 All rights reserved Service Accent New Stock Module Setup amp User Guide 149 New Stock Control 3 Click the Next button to continue Stock take Stock take wizard What do you want to do Stock take my main stock Stock take my engineers and other locations 4 Select which location to update either main stock and then the store Or engineers and other locations 5 Click the Next button 6 On the remaining dialogues click the Next button no information has to be completed until the following dialogue is displayed Stock take Stock take wizard Stock take my main stack Ready to create the spreadsheet have already created the spreadsheet skip this stage This is the Format of the spreadsheet that will be output and read in Change the order using the arrows tickfuntick Fields to includefexclude s Bin Location w Part Mo Description wf Oty Counted Reset to default 7 Enable I have already created the spreadsheet skip this stage 8 Click the Next button 150 Service Accent New Stock Module Setup amp User Guide Copyright Vantage Computing Ltd 2008 All rights reserved Stock take Stock take wizard Stock take my main stack Ready to read in stock take values This is going to let you choose your stock take File which you should have sawed in the forma

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