Inventory Screen
The Inventory Screen is used to view/print current inventory
and to add/edit purchases. Select from one of the following topics:
Purchases Screen
(Select an area to define)
1 -Item
(Required Field)
This box is used to enter the item that you are purchasing. You may type
the item name or choose it from a list by clicking the down arrow to right
of the box. Items can be added from Tools > Item List menu option.
2 - Vendor (Required
Field)
This box is used to enter the Vendor that you purchased from. You may
type the name or choose it from a list by clicking the down arrow to the
right of the box. Vendors can be added from the Vendor screen.
3 - Amount (Amt) (Required
Field)
This box is used to specify an amount or quantity for a purchase.
4 - Unit (Required
Field)
This box is used to enter the unit of measure for the item. You may type
the unit name or choose it from a list by clicking the down arrow to the
right of the box. Only units with valid conversion information for the
item selected in the Item box are allowed. You can add more conversions
for an item under the Tools > Item List menu option.
5 - Date (Required
Field)
This box is used to enter the purchsae date. You may type the date or
choose it from a calendar by clicking the down arrow to the right end
of the box.
6 - Reference (Required
Field)
This box is used to save any form of reference information for a purchase.
7- New Button
This button puts the purchase section in NEW mode. This allows you to
enter an new purchase into inventory.
8 - Save Button
This button saves the purchase currently being added or edited in the
purchase setion of the screen.
9 -Clear Button
The Clear button clears all fields in the Purchase section.
10 - Delete Button
The Delete buttons allows you to delete a purchase from inventory.
(If a purchased lot has been used in any transactions, you will not
be allowed to delete it.)
Current Inventory Screen
Click on an area to define
1 - Inventory Grid
This is the area that displays either the inventory summary, details,
or Purchase details depending on which view you have chosen.
2 - View - Summary
This view option shows all ITEMS and the total available inventory for
each one.
3 - View - Purchases
This view option show all inventory purchases for a given date range.
4 - View - Details
This view option show all LOTS in inventory and the total availbe amount
for each one.
5 - Sort Options
The sort options allow you to sort the information displayed in the Inventory
grid. You may sort by Item, Vendor, Lot, Reference, or Date.
6 - Refresh Button
This button refreshes the Inventory Grid to display the most current inventory
or puchases based the selected options.
7 - Print Button
The Print button allows you to print a report containing the information
currently displayed in the Inventory Grid.
Operations Screen
The Operations Screen is used to add/edit manufacturing operations that create
new inventory.
(Click on an area to define)
1 - Transaction Number
(Search Field)
This box is used to display the unique Transaction number for an operation. This number is automatically assisgned to a new operation by the FSI Inventory database. When in search mode, you may type a Transaction Number or choose one from a list by clicking the down arrow at the right side of the box to display an operation that has already been saved.
2 - Create/Modified Details
This group of fields displays the date and time that the transaction was created, who created it, the last date and time that is was modified, and the last user to modify it. This information is automatically generated by FSI Inventory based on the current date and time of the server and the user that is logged in to the application.
3 - Used Material Grid (Used)
This grid is used to enter or edit the list of items and lots that were USED in a manufacturing operation. You are required to enter at least one item in this area before you can save an operation.
4 - Created Material Grid (Created)
This grid is used to enter or edit the list of items and lots that were CREATED in a manufacturing operation. You are required to enter at least one item in this area before you can save an operation.
5 - Save Button
The SAVE button is used to save the operation that is current being displayed on the screen.
6 - Clear Button
The CLEAR button clears all fields on the screen and puts the operations screen in NEW mode.
7 - Search Button
The SEARCH button is used to put the operation screen into SEARCH mode. Once in this mode you may search for an existing opeartion by transaction number.
8 - Edit Button
The EDIT button is used to put the operations screen into EDIT mode. This mode allows you to make changes to an existing operation and is only available after you have search for an existing transaction.
9 - Delete Button
The DELETE button is used to delete a transaction from the database that has already been saved. You can only delete a transaction if all of the lots that were generated by it have not been used in any other process.
Order Screen
The Order Screen is used to add / edit / print invoices from customers.
Click on an area to define
1 - Order Date
The order date box is used to record the date of the order. You may type the
date or choose it from the calendar by clicking the down arrow at the end of
the box.
2 - Order Number (Search
Field)
The order number box is used for a order number for reference purposes and is
auto assigned when saving a new record.
3 - Invoice Number
The invoice number box is used to enter a invoice number for reference purposes.
4 - Send to Invoice Button
This allows the user to send a "saved" order to the invoice screen.
Note: This feature only populates the invoice screen. To create the actual invoice
with this information, you must click the save button on the invoice screen.
5- Sold To Address (Search
Field)
The sold to address section is used to enter the billing address for the order.
It is automatically populated with the information that was saved for the customer
selected in the customer field. You may use this information or replace it with
a different address.
6 - Duplicate the "Sold To" address
This button 
is use to copy the sold to address into the ship to section. Once the
sold to info is in place, it can be edited.
7 - Ship To Address
The ship to address section is used to enter the shipping address for
the order. If the address is the same as the sold to address you can click
the arrow button to
have the sold to address automatically copied over to the ship to address
section.
8 - PO / Customer Ref (Search
Field)
This field is used as a reference for the order.
9 - Ship Method
The ship method field is used to enter a description of how the order will be
shipped. (example: air,ground, UPS, FedEx)
10 - Due Date
The due date box is used to record the date the order is due. You may type the
date or choose it from the calendar by clicking the down arrow at the end of
the box.
11 - Ship Date
The ship date box is used to record the date the order is shipped. You may type
the date or choose it from the calendar by clicking the down arrow at the end
of the box.
12 - Order Details Grid
This grid is used to enter the items and amounts that the customer ordered.
You must have at least one line in this grid before you can save an order.
13 - Save Button
The SAVE button is used to save the order that is currently being displayed
on the screen.
14 - Clear Button
The CLEAR button clears all fields and grids on the order screen and puts it
into NEW mode.
15 - Search Button
The SEARCH button puts the invoice screen into SEARCH mode. This mode allows
you to search for an invoice by using the invoice number box (indicated by a
red border outline).
16 - Delete Button
The DELETE button is used to delete an existing order from the database and
put all items on it back into inventory.
17 - Print Button
The PRINT is used to print the order that is currently being displayed on the
screen.
18 - Create/Modified Details
This group of fields displays the date and time that the order was created,
who created it, the last date and time that is was modified, and the last user
to modify it. This information is automatically generated by FSI Inventory based
on the current date and time of the server and the user that is logged in to
the application.
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