1 Set Handling. 1.1 Overview Tagging

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1 1 Set Handling 1.1 Overview In Set Handling we can create a set from finished jewelry by merging different items (eg: Necklace, Ear-Ring, bangles which are three different Finished items merged together to make one Jewelry Set.), the same set can be broken down into separate Finished items of different categories, these created sets can be modified too if the need arises. The records of all the transactions are maintained and are reflected in the transaction / ledger reports. This is very useful for handling Jewelry sets and handling of cutting of chains before selling etc Tagging Tagging is a process for converting Bulk Jewelry into a Finished Jewelry item OR a Jewelry Set. To create Jewelry Set we must have Finished Jewelry. Finished jewelry can be Tagged from Bulk Jewelry. For Tagging feature, refer to Tagging. Step 1:Group is added, click on add items to add finished items for tagging. 1. Click 'Add Item' 1

2 1.1.2 Create Set Create Set is a process for converting Bulk Jewelry or Finished Jewelry item in a Jewelry Set. Step 1:Select 'Transaction', 'Reason' and click 'Add Group'. 'Company' 3. Select 'Create Set' 2. Select 'Conversion' 4. Click 'Add Group' Step 2:Add relevant details and click on 'OK'. 'To' location specifies where the Jewelry is to be stored. 'From' department specifies where the jewelry is to be taken from. The Comments field can be used to input the payment terms or any other relevant information. Other ref can be used to input the supplier's bill no. 3. Enter/Select Location 4. Enter/Select Location 5. Select 'Rate Profile' 6. Input 'Comments' 8. Click 'OK' 7. Enter 'Other Ref' 2

3 Step 1:Location is added, click on 'Add Item' to select different items to merge and make a Set. 1. Click 'Add Item' Step 2:'Set No.' (which is the unique ID given for Stock for better sorting of data) it is generated by the software but you can also add it manually. Select the 'Category' and click on 'Add'. 2. Enter 'Display Text' 'Category' 3. click 'Add' 3

4 Step 1:Click on 'Find' to search available finished Items in the stock. 1. Click 'Find' Step 2:Select the item and click 'OK'. 'Item' 2. Click 'OK' 4

5 Step 3:Item detail (eg: Ear Ring) is added, click 'OK'. 1. Click 'Details' 2. Click 'OK' Step 4:You can similarly add multiple items to make a Set, by clicking on 'Add' again. Select the Items and Click 'OK'. 1. Item is added. 2. Click 'OK' 5

6 Step 1:Jewelry Set is created with two items merged together one piece of Necklace and a Set of Ear Ring. 1. Set is Created 6

7 1.1.3 Break Set Break Set is to undo/revert the process of creating a Jewelry Set. Step 1:Select 'Type', 'Reason' and click on 'Add Group'. 'Conversion' 3. Click 'Add Group' 2. Select 'Break Set' Step 2:Add relevant details and click on 'OK'. To' location specifies where the Jewelry is to be store. 'From' department specifies where the jewelry is to be taken from. The Comments field can be used to input the payment terms or any other relevant information. Other ref can be used to input the supplier's bill no. 2. Enter/Select Location 1. Enter/Select Location 3. Enter 'Comments' 5. Click 'OK' 4. Enter 'Other Ref' 7

8 Step 1:Group is added. Click on 'Add Item' to select the Jewelry Set to Break and move to Finished Item Stock Click 'Add Item' Step 1:Click on 'Find' to open Jewelry Set Stock Screen. 1. Click 'Find' 8 Select 'Group'

9 Step 2:Select the Jewelry Set to Break, and click on 'OK'. Jewelry Set 2. Click 'OK' Step 3:Jewelry Set is Selected and details of the set is being displayed, Click on 'OK'. 1. Set details are added 2. Click 'OK' 9

10 Step 4:The Set is broken and items are moved to Finished jewelry stock. 1.Set is Broken 10

11 1.1.4 Modify Set Step 1:Select the 'Type', 'Reason' and click on 'Add group'. 'Conversion' 2. Select 'Modify Set' 3. Click on 'Add Group' Step 2:We can either select existing locations or add new ones. 'From' location specifies where the 'Jewelry Set' is taken from. 'To' location specifies where the 'Jewelry Set' is added to. The 'Comments' field can be used to input the payment terms or any other relevant information. 'Other ref' can be used to input the supplier's bill no. 1. Enter/Select Location 2. Enter/Select Location 3. Input 'Comments' 5. Click 'OK' 4. Enter 'Other Ref' 11

12 Step 1:Once Location is selected click on 'Add Item' to go to the next screen Click 'Add Item' Step 2:Click 'Find' to open Jewelry Set Stock Screen to select the Jewelry Set to modify. 1. Click 'Find' 12 Group is Selected

13 Step 3:Select the Jewelry set to modify and click 'OK'. 'Item' 2. Click 'OK' Step 4:Select Item and click 'OK'. Select the item you want to remove or modify from the set (eg: Ear-Ring). Click on 'Delete' to delete the item. Click 'Add' to add a new item. Click 'Modify' to modify the item. 'Item' 2. Click 'Add' 13

14 Step 1:Click on 'Find' to Select a new Finished item from the stock. 1. Click 'Find' Step 2:Select the item to add to the set and click 'OK'. 'Item' 14

15 Step 3:Once you click on 'OK' the item is added. The item after being modified is displayed in 'Green Font'. Item with details prior to modification is displayed in 'Red Font'. 1.Item is modified & displayed in 'Green Font' 15

16 1.1.5 Cash Sale / Credit Sale When we want to sell the item we go through this transaction. Step 1:Select Company, Type and Reason and add a group. 'Company' 4. Click 'Add Group' 2. Select 'Out' 3. Select 'Cash Sale' Step 2:Add the relevant fields and click 'OK'. 'From' is the location where finished jewelery item in located. 'To' location specifies the customer whom we are selling the finished item. Comments field can be used to input the payment terms or any other relevant information. Other ref can be used to input the supplier's bill no or any other relevant information. 'Date' 4. Add Customer 3. Add / Select Dept / Locn 6. Select 'Tax Profile' 5. Select 'Rate Profile' 7. Select 'Salesman' 8. Enter Comments 8. Click 'OK' 9. Enter ref 16

17 Step 3:After selecting the group we can add the items that the customer has bought. If we are using a Bar-code Scanner or RFID Reader we will directly scan or read the item. 1. Click 'Add Item' Step 4:The item will be displayed as shown in fig. If we want we can change the Amount of the item during this stage. 'Finished' 2. Enter 'Item No',press 'tab' key 3. Change Amount 4. Click 'OK' 17

18 Step 5: Item is sold Click on 'Print' / 'Print Preview' to print the bill. 1. Click 'Print' 18