Chronological Setup Guide:Grendata Computer Systems
Chronological Setup Guide:
This guide will help you do things in a logical sequence. Even though all of these setups are available from the Utilities Menus, it is not an easy task to figure out what should be done first, because the menus are not in chronological order.
So, let's start with the Inventory Control System:
Since every VENDOR CODE in your pre-defined vendor code file must contain a cross reference to a SUMMARY PRODUCT CODE, then you must set up a pre-defined list of SUMMARY PRODUCT CODES
This is a "CHICKEN AND EGG" scenario, because, although you should begin by updating your SUMMARY PRODUCT CODES, you cannot understand what you are doing unless you know about PRODUCT CODES. So, please, go to the next section (PRODUCT CODE), and read this article first.
Also, you might want to read the article for VENDOR CODE.
The summary product code is used mainly to categorize product sales by lumping several other product codes together . For example. If you were a car dealership, you might categorize compacts as product code 101, mid-size as product code 102 and full size as product code 103. All of these product codes would be summarized into Summary Product code 100, so that when you ran a summarized sales report, you would see information for product code 100 only i.e. all cars. If you were to run the same sales report as detailed, you would see various size cars listed separately.
Since every PART in you inventory must include the mandatory PRODUCT CODE, you must set up a pre-defined list of legitimate product codes.
There are two levels of Product Codes, the PRODUCT CODE itself, and a summary product code. Every item in your inventory , in addition to having a PART NUMBER (some folks call this an SKU, or ITEM.ID etc), must have a PRODUCT CODE assigned to it. This product code can be either numeric, alpha or a combination of both, up to 6 characters or digits. The PRODUCT CODE is used mainly when generating reports (along with VENDOR CODE--see below).
For example, if you were a car dealership, you might categorize compacts as product code 101, mid-size as product code 102 and full size as product code 103.
Most of our standard reports are sorted BY VENDOR CODE BY PRODUCT CODE BY PART NUMBER
Since it is mandatory for every PART in your inventory control system to be associated with a supplier (VENDOR), you must have a pre-defined list of vendors on your system.
When you add a part to inventory, you can take advantage of the system filling in a number of field automatically for you, based on the cost that you use. Such fields as normal selling, sale selling price, landed cost, and others will all be filled out automatically. The catch is that you have to have the FACTOR FILES pre-installed.
This routine allows you set up all taxes that you must collect for various government levels (In Canada we have the PST , provincial sales tax, and GST Goods and Services Tax, a federal tax). Remember to tell your customers that you don't "CHARGE TAX" , you just "COLLECT IT".
LEGIT WAREHOUSE AND STORE CODES
UPDATE INVOICE AND RECEIPT PARAMETERS
UPDATE CITY-ZONE CROSS REFERENCE TABLE
UPDATE DELIVERY ZONE TO DELIVERY WHSE CROSS REF
UPDATE LOCATION SALE EXCEPTIONS CROSS REF
UPDATE LEGITIMATE PAY TYPES TABLES