AutoWise Inventory
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FILES - Files contains the data base files: Groups, Parts Parts manufacturers, Sub-groups, and Vendors. These files are used to speed up the creation of a part file. When entering data on a part file the system looks to these files to ensure uniformity. If you wish to add data to a part file that is not included in these files you will have to add that information to the appropriate file first, (i.e., a new group). Ability to package and sell parts in kits. To allow for part kits, a type of part designated as a Kit, along with Special order and Regular stocking is used. Ability to specify a range of bins or part numbers when printing inventory count worksheets. Ability to automatically associate a vendor with a part when part is received from that vendor. Ability to list items over minimum order quantity based on current minimum settings, or based on values specified in automatically setting minimum/reorder quantities.

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Groups – is a designation given to a part number that will allow you to look up, sort and define all the numbers with that designation as a group.

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Parts - the file that contains the individual or primary part number and all its associated information,( i.e., quantity on hand, pricing, alternate numbers, vendors, purchase history, usage and stocking levels).

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Parts Manufacturer –  is used to track purchase and sales totals by each manufacturer listed. Purchase and sales are accumulated for one year.

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Subgroups – Is a designation given to a part number that will allow you to look up, sort and define all the numbers with that designation as a sub-group.

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Vendors – the file that contains all the companies or individuals from which your business purchases goods and services.  Purchase and return totals for month and year can be viewed in the individual vendor files.

MAINTENANCE - Maintenance is used to adjust the cost and or the quantity of a part, change list prices of parts, enter the new physical count after taking an inventory count, remove parts files that are no longer used, remove purchase history gathered on each part and set the automatic reorder feature for ordering parts.

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Adjust Cost/Quantity - is used to make corrections to the inventory file. When changing the cost or the quantity of a part a report is printed and the change is posted to a G/L account.

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Change Prices - is used to change the sales price of a part. It is also possible to change the list price in the part file, however if you wish to change the price by a percentage, the change would be done here. You can change the price by group or number range.

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Physical Count - is used to enter the results of an inventory count. The count may be entered by bin, group or primary number.

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Remove Parts - is used to remove unused parts records. The parts may be removed by designating the typed of part, regular or special order, and the number of months with no sales.

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Remove Purchases - is used to remove the purchase history of all parts by a given date.

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Set Minimum/Reorder Level - is used to enter the parameters used by the system to make the reorder calculations.

PURCHASES/RETURNS - Purchases/returns is used to view Items to Order, Ordered Items, Receiving in Progress and Returned Items waiting for credit. Purchases/returns is also used to create a purchase order, receive items and return items to vendors. Ability to view items to order list by vendor when that vendor has the best last cost. Multiple purchase orders can be started, and can exit a purchase order for later updates Ability to have a running purchase order total when placing an order.

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Items to Order - is where purchase orders are created form the list of system generated parts to order or user determined parts. These parts can be viewed by order number, vendor or primary number. A part may be assigned to a customer at the time the purchase order is created. Parts remain on this list until they are placed on a P. O. or received or the reorder level in the part record is changed.

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Ordered Items - is the list of parts on order. These parts may be viewed by order number, P. O. number, primary number, vendor or by customer. Parts remain on this list until received or the order is canceled.

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Received Items - is where the parts are received into the system. Parts can be received directly from a purchase order or, if no purchase order was used, off the vendor’s invoice. A receiving can be left open or uncompleted if the order was shipped with a packing slip rather than an invoice. Once the part is on a receiving list, it is considered in inventory and may be placed on a service order to be sold. Parts remain on this list until receiving is completed or the receiving is cancelled.

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Returned Items - is where parts returned to vendors are stored until moneys or a credit is received. The value of this list is posted to a G/L account to allow you to track your funds. Parts remain on this list until a credit or payment for the part is received. A part may be removed from this list and put back in inventory.

REPORTS -  Reports is used to print, view or export the following lists:

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Inventory counter list

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count work sheet

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Extended Cost

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Items to order

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List by discount

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List by profit

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List by no sales

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List by top sales

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Manufacturer list

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Sales/purchases log

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Vendor invoice log

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Print Bar Codes