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Adding a New Part File While Incepting Parts from a Physical Bin List

Autosoft -

The Incept From Bin Count menu is used to enter parts inventory files from a bin list, print a list of the inventory files, and update the files to the Master Inventory.  Before you enter the inventory, verify you are in the correct inventory source. If you need to change the source, press the F5 key to display the OEM Parts Source list. Click the source you want to select.

Use the Enter Physical Inventory button to open the Inception From Bin Count screen, where you can enter the parts files. You may exit the screen and continue to add parts files later as long as you do not update the inventory files to the Master Inventory. 

Step 1. Click Setup & Updates on the Parts Inventory main menu.

Step 2. Click Miscellaneous Maintenance on the left side of the System Setup & Updates menu. 

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Step 3. The Miscellaneous File Utilities menu opens. Select Inventory Inception.

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Step 4. When the Inventory Inception menu appears, the system prompts you to verify you are in the correct source. You must incept the inventory for each source separately, so verify you are in the correct source. Click OK to acknowledge the message. If you need to change the source, press the F5 key to display the OEM Parts Source list, and click the source you want to select.

Step 5. The Inventory Inception menu appears. Select Incept From A Physical BIN List. Remember, you must choose to enter your inventory using only one of the options; you cannot use both of them.

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Step 6. The Incept From Bin Count menu opens. Select Enter Physical Inventory

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Step 7. The Incept From BIN COUNT screen appears.

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In Bin Location, type the bin number for the parts you are going to enter. Do not include the shelf or drawer. The field can contain up to three characters. Although the bin is usually numeric, ranging from 1 to 999, this field can contain alpha characters to accommodate special locations other than bins.

Step 8. In Part, type the part number, and press ENTER. If the part is on the price tape, the part information automatically fills in on the screen. If the part is not on the price tape, manually enter the information.

Step 9. The Name field displays the name/description of the part. If no name populates, type a description.

Step 10. The Return field displays the return code for the part. If the part is not on the price tape, type the return code for the part. Typical entries are R for returnable, N for non-returnable, or * for last time returnable.

Step 11. In On Hand, type the quantity in stock. This is the current quantity in stock from your pad. Changes in the on-hand quantities because of sales and restocking after the pad was sent in should be made after the inception is complete.

Step 12. Use the 12-Weeks Sales field to record the quantity of this part you sold within the last 12 weeks.

Step 13. In Shelf, type the shelf location within the bin where the part is located. The shelf is usually an alpha character (A to Z).

Step 14. In Drawer, type the drawer location within the bin and/or shelf where the part is located. This field can contain up to four characters, and the entry can be made up of both alpha and numeric characters.

Step 15. In Last Sale, type the date when the part was last sold.

Step 16. In Last Stock, type the date when the part was last stocked.

Step 17. If the part is on the price tape, the List, Trade, Core, and Cost automatically populate from the price tape, but you can edit the prices as needed. If the part is not on the price tape, enter the prices.

Step 18. Click Save to save the part information. 

Step 19. The screen will clear, and the Bin Location field will retain the bin number for the last part you entered so you can enter more parts for this bin. Continue to add parts to this bin.

Step 20. When you're ready to enter parts for the next bin number, click Clear Screen For Next BIN. The screen clears completely.

Step 21. Type the next bin number and begin adding parts for that bin.

Step 22. When you've added parts for all the bins, click Exit to return to the Incept From BIN COUNT menu.


 

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