• Synonym part number feature converts UPC or vendor bar code to your item number:
• Use your manufacturer's bar code or other 'foreign' part# and the system will automatically reference your part number.
• Link a particular bar code number with a specific unit of measure (eaches, cases, package, etc.).
• Use vendor, manufacturer, or your own bar codes to:
• enter part numbers by scanning bar codes
• make bin labels
• enter multiple items in order entry and quickly change quantity and price
• create relationship between vendor barcode# and your product# "on-the-fly" (while scanning codes)
• Print bar codes on laser printers, dot matrix printers, and select brands of thermal bar code label printers.
• Bar codes are printed using the industry standard 'Code 39' symbology (or one of several other symbologies).
• Bar code readers can read multiple bar code formats.
• Automatically print bar code labels:
• when you receive a product
• when you enter a new PO
• at the end of day for new products or receipts
• Different bar codes allow for different pack sizes of the same product.
• Bar coding supported in order entry, purchase order entry, inventory counting, receiving, and more! For example, print bar codes on pick lists and scan to confirm shipment.

  * Bar Code Printing and some Bar Code features are optional and may not be included in the standard package.

Radio-Frequency (RF) Data Terminals*

• Portable data terminal can read bar codes, accept keyed entry and communicate with the host system in real time.
• Use RF terminals to process orders, purchase orders and ship confirmations, receive products, and count inventory.
• Key a specific vendor bar code# to a specific unit of measure.
• Print bar codes on your POs and scan part#s from PO or from vendor bar code labels.
• Scan receipts or scan exceptions.
• Up to 16 RF Data Terminals share a single Amplexus port.
• A single receiver covers approximately a 40,000 square foot warehouse; additional receiver can be piggybacked to cover additional areas.
• Create relationship between vendor barcode# and your product# "on-the-fly" (while scanning codes).
• Amplexus interface with RF bar code reader supports:
• order entry
• count sheets
• warehouse transfers
• put away
• PO entry
• receive POs
• ship confirmation.
• Specify a different unit of measure or change the quantity while scanning.
• Includes location information when appropriate (for putaways and count-sheets).

  * Optional module, not included in the standard package.

Bill of Materials*

• Bill of materials supports simple assembly or light manufacturing:
• Formulate subassemblies into finished goods
• Assign differing valuations for work in process
• Create batches of unfinished items while assembling
• Designated "Protected Stock" is protected from order entry allocation during assembly
• Include items in the assembly unique to a particular finished goods unit of measure:
• Example: specify different labels and box/bottle sizes for finished goods with differing units of measure
• A BOM may be a component of another BOM. No limit to levels of BOM items.
• Cost files are changed as required during the end of day process
• Automatically generate POs for special order items contained on a bill of material

  * May be an optional module, not included in the standard package.

• Catch weighting allows you to sell an item of variable weight or length by units other than weight or length
• Example: sell a BOX of goods priced by pound (each box has a different weight)
• Example: sell a SPOOL of wire priced by foot (each spool has a different length)
• Example: rent an ITEM and charge for fractional days/weeks/months when charging the customer
• Ability to extend sales order by the actual weight of item.
• Items sold by unit, but cost by weight are automatically priced by weight.
• Weight consolidated per invoice line item if desired.
• In ship-confirmation:
• accept the weight(s) entered in order entry
• enter the actual weights for each item
• enter a single consolidated weight for the items
• Supports decimal quantities.

• Customized entry of UPS manifest logs.
• Utilizes computerized address information.
• Weight of the parcel can be estimated from weights of the products included on the order.
• Automatic entry of UPS Packages during Ship Confirmation - control UPS log book while you confirm shipped products.
• Automatic creation of a UPS entry when you enter the weight of each shipper in the ship confirmation process.
• Automatic UPS Entry with Electronic Scale process allows an electronic scale to send the weight of the package to the ship confirmation program.
• Data is kept for 60 days (or longer) after shipment and then purged.
• Share data with UPS Internet shipping and tracking system.

* May be an optional module, not included in the standard package.

• Supports single or multiple warehouses.
• Tracks finished inventory and raw materials.
• Group sets of items as kits.
• Inventory "ledger card" shows all inventory changes on-line, instantly
• use one central screen to see the detailed transaction item behind every inventory transaction changing on-hand inventory
• keep history as long as you wish
• Multiple units of measure
• buy in one unit of measure and sell in another
• pick in one unit of measure and price in another
• cost in one unit and price in another
• unit of measure conversion table by item allows case quantity to vary by item as needed
• up to 10 units of measure can be defined for every inventory item
• supports catch weighting for items sold by unit but priced by actual weight, length etc.
• Count sheets and cycle count by:
• location description (or warehouse mapping#)
• vendor
• product category
• entering count "on the fly" with a radio frequency bar code entry device
• Ability to create orders after counting and before processing count sheets (resume selling and receiving products without waiting for data processing).
• Exception reports show receipts processed before counting but not entered until after counting finished.
• Discrepancy report generated prior to making an inventory adjustment.
• Inventory can be automatically adjusted form the discrepancy report.
• Optional use of bar codes and RF data terminals in inventory process.
• Multiple cost files allows inventory valuation by replacement cost, accounting cost, average cost, or special cost.
• Tracks beginning and ending inventory balances by item by month for as long as desired.
• Run an inventory valuation as of a past date using specified cost file.

• Move a list of products from one warehouse to another.
• Move a list of products to defective status within a single warehouse.
• Print an inter-warehouse pick list showing quantity to transfer, quantity expected to be on-hand, unit of measure, etc.
• Use warehouse transfer to "move" a group of items stage by stage through the shipping process or manufacturing cycle.
• Vary costs by warehouse location to more accurately reflect value-added labor.
• Warehouse transfer sheets created prior to transfer.
• Ability to change transfer record after printing warehouse transfer sheets.
• Support for multiple warehouses includes:
  • All inventory reports available for specified warehouses.
  • During quote, order, purchase order, etc. entry check inventory status and availability by warehouse.
  • Selling prices for items can vary by warehouse.
  • Define safety stock levels by warehouse.
  • Define inventory stocking levels by warehouse.

• Create kits - lists of products sold together.
• Sell stock items individually and/or as kits.
• Inventory can be kept by items in a kit or by kit (as a unit).
• Pricing can be assigned by kit or as total price of items in kit plus optional kit discount.
• Costs can be kept by kit or by items in kit.
• Cost roll-up -- if the cost increases for any item included in a kit, the kit price can increase automatically.
• Kitting is accomplished with bill-of-materials style of functionality.
• During Order Entry:
• Kits can be configured, "On-the-Fly" from a template kit.
• Change items in a kit or add items to the kit for a particular customer - the kit template remains unchanged.
• Detailed kit line items can be displayed (even when only a single line prints on order).
• Edit price/quantity, etc. of detail lines.
• Place purchase orders for kits for better vendor prices. If desired, receive vendor kits and store as component parts.

• Format of product ID number can vary from item to item (up to 15 letters/numbers)
• Multiple units of measure, fully supported:
  • 10 or more units of measure can be established for each item, e.g. each, dozen, or case pallet.
  • Each unit-of-measure can be priced individually. Price does not have to be a multiple of the base unit of measure.
  • Items can be purchased in one unit of measure, received in another, and sold in another.
  • Items can be picked in one unit of measure and priced by another, e.g., pick by each and price by dozen.
• Cost and price for items can vary by warehouse.
• Each item can carry multiple prices:
  • List
  • Quantity discounts
  • Customer Type
  • Columnar
• Advertised pricing by customer type (column price) with expiration date
• Multiple synonym part numbers can be defined for each item (vendor barcodes by unit-of-measure); order using vendor/manufacturer/competitor part numbers
• Selling with Kits is supported:
  • Sell items you stock as individual items and as a kit, an assembly of those items.
  • Do not have to stock items as the kit.
  • Kitting is accomplished with the use of a bill-of-materials type function.
  • Kits can be configured, "On-the-Fly" from a template kit, while in the sales order.
  • In the sales order you can change any of the items or add items to the kit. Kit template remains unchanged.
• Purchase orders can be placed for kits (to take advantage of vendor discounts), which can be disassembled into the component parts.
• Easy product lookup:
  • Cross-reference using any word in the item description.
  • Multiple user-defined cross-references like an abbreviated item name or vendor name.
  • Use user-defined product number.
  • Cross-reference using vendor/manufacturer part numbers.
• From product master record:
  • Display the last 100 or more customers who purchased an item.
  • Display the last sale information for an item, including price.
  • Display the last sale information for an item by customer, including price.
  • Show purchase order history.
  • View inventory availability in multiple warehouses.
  • Sales history can be displayed by day, week, month or year, for an unlimited number of years.
  • A list of substitutes can be defined for each item.
  • Alternate vendors can be established for each item with alternate cost for each vendor.
  • System will suggest order point and order quantities based on item lead time, demand history and desired stocking levels.
• Reorder quantities:
  • Can be calculated using the Economic Order Quantity (EOQ) formula.
  • Can be calculated using the Dynamic Order Point (DOP) formula.
• Commission rates can be established at the item level.
• Items can be tracked by serial number.
• Discounts can be assigned to customers using price lists - easily adjust pricing for groups of like customers.
• Selling prices for items can vary by warehouse.
• Safety stock levels are defined at the warehouse level.
• Items can be designated as "Rental" items.
• Items can be designated as "Special Order" items.
• Inventory stocking levels are defined at the warehouse level.
• Inventory items can be Lot Traceable

• Easy vendor lookup:
• Cross-reference by any word in the vendor name.
• Cross-reference by vendor phone number.
• Find hard to spell vendor names with "sounds like" cross-reference ability.
• Multiple user-defined cross-references like vendor area code or abbreviation of vendor name.
• Purchase in one unit of measure, receive in another, cost, price and sell in yet another.
• Economic Order Quantity (EOQ) system:
• Use rate and lead time calculated with weighted averages to "smooth" erratic data.
• Recommended purchase report with option to create purchase orders.
• Warehouse transfer sheets created prior to transfer.
• Ability to change transfer record after printing warehouse transfer sheets.
• "Best Buy Analysis" during purchase order entry helps to determine if you should accept the next quantity and the next best pricing, using return on investment (ROI) analysis.
• Unlimited lines on purchase orders.
• Overdue report by item by vendor.
• Expected receipts report by date.
• Screen display of open purchase orders by vendor.
• Ability to cancel non-received items on an open purchase order.
• Password required to change purchase orders after printing.
• Ability by line on an open purchase order to: over-receive, partial-receive, enter landed cost, and add lines.
• Option to send and receive purchase order via Electronic Data Interchange (EDI).
• Specify a product in purchase order entry by the vendor’s part number—the system automatically converts the vendor’s number to your part number.
• Display status of special order items by vendor and retrieve them into a PO.
• Line Point Buying capability by dollars, weight, cube or quantity.
• Specialized integrated processing of special order (non-stock) items.
• Drop-ship from vendor to customer is fully supported.
• Easy access to Product Master to add/update products.
• Vendor discounts by weights and cubes.
• Sophisticated lot number traceability.
• Request For Quotation module:
• send list of parts to competing vendors
• enter parts list manually or import from an order, quote, purchase order, or invoice
• predefine list of vendors to receive RFQ based-on parts
• restrict requests for certain parts from being sent to certain vendors
• system will highlight best pricing from vendor
• system creates PO based on your selected vendor
• quoted prices can be stored in vendor record for future reference

• Creates recommended purchasing report and/or automatically generates purchase orders.
• Historical sales information including ‘stock out’ periods, ‘seasonal variations’, and ‘extraordinary’ sales events used to predict a use-rate for the product.
• exclude 'bid' sales or special 'one time' sales from EOQ calculation
• use user-specified weighted-averages over a user-specified number of months
• User-specified days of desired inventory for a product. More accurate than a ‘turns’ target.
• User-specified safety margin of stock (in days of inventory).
• Line point predictions available for an entire product line with a structured review cycle.
• All computer calculations can be overridden with manual entries.
• Order quantity can be set:
• manually specifying an order quantity
• manually specifying an 'order up to' quantity
• by computer calculation based on desired inventory level, use rate, and safety stock (DOQ)
• by computer calculation based on the cost to carry inventory (warehousing cost), cost to purchase a line item (overhead associated with purchasing), and actual cost to determine an economic order quantity (EOQ)
• by averaging the two computer calculation methods
• Predefined purchasing cycles supported.
• Overstocks reported.
• Recommended Replenishment Report.
• Optional automatic Purchase Order generation.
• Seasonal weighting.
• Out of stock conditions can be reviewed manually.
• Worksheets help you calculate the ‘cost to order’ a purchase order line item and the cost to carry stock (cost to warehouse).
• Service level display in product sales history screen by month, by week, and by day.
• Calculates lead time, use rate, order point, and order quantity, sales history, receipt history, expected sales, expected receipts, expected inventory levels for future months.
• Can recalculate lead time, use rate, order point, order quantity on a product by product basis.
• Vendor EOQ (reverse EOQ) aids in line point purchasing (consolidating purchase of several parts from the same vendor on a single PO).

* May be an optional module, not included in the standard package.

• EOQ provides recommended-purchase reports and automates the purchasing function within your company.
• Full complement of EOQ help screens.
• Aids line-point purchasing (consolidating purchases of several parts from the same vendor on a single PO).
• Scheduled periodic review of all parts purchased from a vendor.
• Solves headaches associated with meeting a vendor's purchasing restrictions or incentives.
• Line Point by weight and by cubes.
• Line Point order point adjustment suggests items to purchase to reach line point.
• User-defined lead days for vendor (especially useful with new vendors).

• Assign serial number to any product.
• Serial number access from Purchasing Master, Product Master, Customer Master, Vendor Master or the Sales Representative Master files.
• Serial Master displays the pertinent details about a specific serial number.
• History of all associated documents, transaction dates, and locations (types).
• Enhancements allow for warranty tracking and service repair.
• Easily assign serial numbers to bill of materials items.

* May be an optional module, not included in the standard package.

• Two levels of lot control:
• Lot field on a PO line# as a memo field.
• Lot control tracks a product from receipt to sale.
• Products can be assigned an internal lot number as they are received (user-assigned or system-generated).
• Supports use of manufacturers' lot numbers.
• Flexible setup of user-specified information -- easy to change.
• Orders can be split at ship confirmation or at the sales counter into multiple lines if one shipment can contain multiple lot numbers.
• The system tracks lot number information from every aspect:
• by purchase order
• by lot number
• by invoice
• by customer
• Data can be stored indefinitely.
• Detail records can be purged while lot information is preserved.