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Knowledge Base Articles
Description
We would like to clean up the Sales item data base change. What problems will we encounter? I know we can delete a sales item but how does this effect Life to Date $ and or turns?
Solution
When you discontinue selling an item there are several steps you can take to stop it from being sold any more. They include: In the Sales Inquiry/Update screen change field 7 “For Sale” to N. This will not let anyone sell it again. However it will still show up on the Sales Selection screen at the counter and will show on all reports. In the Sales Inquiry/Update screen go to F4 Common Name. Delete all of the entries except sequence #0. Using F6 Change insert a couple periods or tildes (~) in front of the name (e.g. ‘Air Filter’ becomes ‘~~~Air Filter). This will move the entry to the end of the alphabetic search list so it is not easy to find to sell. However it can still be sold (unless you do step #1 above as well) and it will still show on all reports. You can delete Sales items from the system completely. If they have EVER been sold you will have to use the option “Delete Sales Items – No Check”. However if you do delete them the following will occur: All Sales History and Earnings reports will no longer include this item even when run for a date that the item was sold. This will make it impossible to reconcile your Sales Reports to your Counter Financial Reports If an old contract that contained this item is pulled up and/or printed there will be a sale shown with no description. In addition if the number of a deleted Sales item is reused for a new item when old contracts containing the deleted item are pulled up and/or printed they will show the New item’s description. If you delete an item and then re-add it (under either a new or the original number) there is no way to re-enter the earnings history so be very careful if choosing to delete items. Instead you can just renumber a Sales item (i.e. change its Manufacturers Catalogue Number) very easily. On the Sales File Maintenance menu select the option “Global Manufacturer # Change”. Put in the current Manufacturers Catalogue Number and the desired new number and then press F8 Run. This will change the Sales item as well as all tickets (old and current) that it has been on.
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Enjoy our Purchase Order video from the 2019 IAUA. https://vimeo.com/667473437/89740ca2b4
January 18, 2022
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define string cat=parameter/prompt=”Sales Item Category: “/uppercase define date begin_dt=parameter/prompt=”Beginning Sales Date: ” define date end_dt=parameter/prompt=” Ending Sales Date: ” where (sl_main:sl_category= cat or cat = “#A”) and cr_main:cr_in_due_date>=begin_dt and cr_main:cr_in_due_date<=end_dt and cr_contract_closed= “Y” list/title=”Sales by Category”/nobanner/domain = “cr_sales” cr_main:cr_contract cs_main:cs_name/heading=”CUSTOMER NAME”/duplicate cr_sales:sl_mfg_cat_no sl_name_t:sl_name/heading=”ITEM DESCRIPTION”/duplicate sl_main:sl_category/heading=”CATEGORY”/duplicate cr_main:cr_in_due_date/heading=”SALE-DATE”/mask=”MM/DD/YY”/duplicate cr_sales:cr_sl_quantity/width=10/nocommas/heading=”QUANTITY” cr_sl_ext_amt_net/heading=”ITEM-TOTAL-$$” cr_totls:cr_ticket_total/heading=”TOTAL-ORDER-$$”/duplicate sorted by sl_main:sl_category top of page […]
December 30, 2021
The Document Center has had some modifications with version 20. We’ve updated the document to help you get the most out of the feature.
November 23, 2021
Back Posting is a handy tool. If you have ever found yourself needing to modify a ticket from a previous day, this can make your job a little easier. In earlier versions of Alert, back posting allowed you to post a current month ticket back to the last day of the previous month. With the […]
November 22, 2021
This updated document walks you through the ticket writing process, using lots of screen snips for clarity. If you are recently upgraded, or new to Alert, this will make creating a ticket a snap.
Just another reason to love the Dashboards! Just in case you didn’t know, by clicking in the body of nearly all of the Dashboard tabs, you can right click to process a report for all the information on that screen. Once the report displays on the screen, you can then open the report in Excel […]
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