TURN & EARN BY BUYER

Transcription

1 TURN & EARN BY BUYER

2 The documentation in this publication is provided pursuant to a Sales and Licensing Contract for the Prophet 21 System entered into by and between Prophet 21 and the Purchaser to whom this documentation is provided ( License Agreement ). In addition, the licensed software to which this documentation refers may be supported in accordance with a customer support agreement by and between the same parties ( Support Agreement ). All warranties, conditions of use, transfer restrictions, and other provisions in the License Agreement or Support Agreement which are applicable to Licensed Software, are applicable to this publication. In addition, this publication may include inadvertent technical inaccuracies or typographical errors for which Prophet 21 is not responsible. Changes may be periodically made to this publication; these changes will be incorporated in new editions of the publication. Any questions about the material contained in the publication should be addressed to the Prophet 21 Customer Support Department at ITS-PR21. Nothing in this statement amends or extends the terms of your agreement with Prophet 21, including any warranties that might be included in our products. Warranties for such agreements are set forth in your agreement with Prophet 21. Improvements and/or changes to the Licensed Software described in this publication may be made by Prophet 21 at any time without notice. DOCUMENTATION CONVENTIONS The eyeglass symbol ( ) indicates a field on which you can browse. The star ( ) indicates the default for a field. To allow for the widest possible parameters when printing a report or performing a function, accept the defaults for all of the parameter fields. To accept the defaults, either escape through all the fields, or press [Enter] without specifying any values. Generally, samples in the documentation are shown using the default values. Start and End parameters define the limits to a range of information you will print on a report. If information does not appear on a report, it may be because the information was excluded from the Start, End range. For a detailed explanation on how maintenance screens function, refer to the Tour Guide manual. Use the search tool in Adobe Acrobat Reader 4.05c to find which manual describes a specific module, job, or function. 3/07/03 Prophet 21 Acclaim Version 14 The Prophet 21 System and Prophet 21 Acclaim are registered trademarks, and Prophet 21 and ScratchPad are trademarks of Prophet 21. All other trademarks and registered trademarks are the property of their respective companies. ii

3 Table of Contents 1 INSTALLATION INSTRUCTIONS USING THE SOFTWARE...7 VENDOR...7 Vendor Entry/Edit, Fast Edit...7 SALES-HISTORY...8 Print a Turn & Earn Report...8 Turn and Earn Report: Sample...9 iv

4 1 INSTALLATION INSTRUCTIONS The PKG-INSTALL module is designed to allow you to install any Prophet 21 Optional or Select Software via a serial number, instead of using a separate tape to install the feature. Before proceeding with these instructions, be sure to Stop the system. Run a Verify and the Job MISMATCH. For more information on these commands, refer to your Prophet 21 Operator s Manual. Turn all units offline. For more information on turning your units offline, refer to the Operator s Manual Make a total copy of your system. For more information on creating a total copy, refer to the Operator s Manual. After the total copy is made, keep the system stopped and turn all units online. For more information on turning your units online, refer to the Operator s Manual. At Utility Command, press [Esc] to go to the Job prompt. Press [Enter] to log into the system and get to a Job prompt or jump to box. 1. To install the Optional or Select Software, you need the shipping paper sent to you by Prophet 21. This shipping paper contains a serial number which will be used in a later step. 2. Type PKG-INSTALL at the job prompt or jump to box to display the following screen: PKG-INSTALL This program will allow you to pre-install an optional package or direct catalog feature. All that is required is the serial number, which is located on your shipping paper. Please enter serial#: 3. Enter the serial number that appears on the shipping paper sent by Prophet 21, and press [Enter].

5 1 INSTALLATION INSTRUCTIONS PROPHET 21, INC. 4. If an incorrect serial number is entered, the following message appears: ** Invalid Serial Number! ** Retype the serial number from your shipping paper or contact the Prophet 21 Inside Sales Department for assistance. 5. If the correct serial number is entered, the following screen appears: ** Pre-Install Complete! ** Do you wish to run INSTALL now? (Y N) 6. To continue the installation of the Optional or Select Software, type Y and then press [Enter]. The Optional or Select Software installation screen will appear. To suspend the installation of the Optional or Select Software, type N and then press [Enter]. When you are ready to resume the installation, type INSTALL at the job prompt or jump to box and press [Enter]. The Optional or Select Software installation screen will appear. Installing: DC TURN & EARN BY BUYER MM/DD/YY ** No activity profile questions needed. ** ** No file or jobstream changes needed for this feature. ** Proceed? (Y N): Enter a "Y" to Proceed, "N" otherwise. If you choose to proceed, the feature is installed. A message displays when the installation is complete. 7. When the installation has been successfully completed, remember to activate all terminals by entering GO at the Utility Command prompt. 6

6 2 USING THE SOFTWARE Limit turn and earn reporting by buyer codes. The TURN AND EARN BY BUYER Select Software provides for the entry/edit of buyer codes for any vendors. The Turn and Earn Report can be limited by the buyer codes, allowing you to determine which buyers are the most profitable. VENDOR A buyer can now be assigned to each vendor when entering, editing, and fast editing vendors' names and addresses. A BUYER field is contained in the Vendor Name and Address information. The Master Vendor List will display each vendor's Buyer Code. VENDOR ENTRY/EDIT, FAST EDIT VENDOR ENTRY/EDIT (FAST EDIT): NAME AND ADDRESS 1 VENDOR XXXXXX 2 NAME XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 3 ADDRESS 1 XXXXXXXXXXXXXXXXXXXXXXXXXX 4 ADDRESS 2 XXXXXXXXXXXXXXXXXXXXXXXXXX 5 CITY XXXXXXXXXXXXXX 6 STATE XXX 7 ZIP XXXXXXXXXX 8 TEL # XXXXXXXXXXXX 9 FAX # XXXXXXXXXXXX 10 CONTACT XXXXXXXXXXXXXXXXXXXXXXXXXX 11 TITLE XXXXXXXXXXXXXXXXXXXXXXXXXX 12 TYPE XXXX (ITEM SERV) 13 CLASS BARCODE X (Y N) 15 BUYER 9999 FIELD:

7 2 USING THE SOFTWARE PROPHET 21, INC. SALES-HISTORY You can enter buyer codes in the vendor record, and print a Turn & Earn Report by buyer(s). PRINT A TURN & EARN REPORT The Turn & Earn Report can be limited by Buyer. The buyer is contained in the vendor database and can be entered using fast edit. IMPORTANT! A Company-wide Inventory Value Report or Inventory Value Summary Report must be run in Vendor sequence before posting for the month. One of the costs on the report must be Standard or Average, depending on the COST BASIS option in the Company Record. For example, if the company COST BASIS is Average (L-AVRG or C-AVRG), then AVRG must be one of the costs on the report. The POST field can be set to Y or N. The setting of this field determines whether or not the values from the most recent Inventory Value Report and Sales History Build are posted. When this field is set to N, the report that prints will be based on the inventory value from the last time you posted, regardless of whether or not you have printed another inventory value report. Posting should be done once a month to ensure an accurate AVRG-INV-COSTS. 8

8 2 USING THE SOFTWARE PROPHET 21, INC. TURN AND EARN REPORT: SAMPLE BRANCH # 1 TDC DISTRIBUTING TURN & EARN 09/17/96 PAGE 7 SALES GROSS-PROF PROF % TURNS T&E % AVRG INV-CST VENDOR: PENN PENNSYLVANIA HARDWARE BUYER: 150 CUR-MTH STK N-S D-S TOT ,056 CUR-YR STK 8, , N-S D-S TOT 8, , , MNTH STK 8, , N-S D-S TOT 8, , ,056 The buyer assigned to each vendor prints on the report. 9