WAREHOUSE MANAGEMENT SYSTEM
BATCH TERMINAL
OPERATIONS
Coreflex Inventory Systems
Oaks, PA 19456
Tel 610 757 1100 Fax 201 808 2700
General
Instructions when using the Batch Terminal
Important Keys:
ON/OFF – Used to cycle power
ENTER/YES – Used to Answer
YES
NO – Used to Answer NO (located on the 0 key)
END – Used to backup one menu step (see
below)
SHIFT – Used for entering letters (see below)
CLEAR – Clears the entire line of text
currently displayed
DELETE – Backs the cursor up one character
Powering On the Terminal:
When you fist power on the
terminal, it will ask you to press any key to continue. After pressing a key, the “Data Collection?”
prompt will appear.
At this point, you either
answer Yes to enter Data Collection Mode and display the Main menu, or No to
perform Terminal Set-up or Data Transfer Functions.
All of the Terminal
Operations for scanning products are done in Data Collection Mode and start at the Main Menu.
Main Menu:
To reach the main menu:
- If the terminal is OFF, or you are not in Data
Collection mode, see the instructions above for Powering On the Terminal.
- If the terminal is on and you are in Data
Collection Mode, you can press the green Enter key to back out of any
sub-menu to the main menu.
The Main menu appears as
follows:
1=INV,2=
Press 1 for INVentory
Functions
Press 2 for Purchase Order
related Functions
Press 3 for Sales Order
related Functions
Moving back a step:
While scanning and
entering data on the Batch Terminal, you may notice that the last item entered
or scanned was incorrect. In most cases,
you can go back to the previous prompt by pressing the green Enter key.
Entering Letters:
To enter letters on the
Batch Terminal, you must put the Terminal into Shift Mode. This is done by pressing the blue Shift
button on the Terminal. In Shift Mode,
the cursor appears like this: _
.
Letters displayed on the
keys in blue shaded areas will be entered on the Batch Terminal when Shift Mode
is on.
To Exit Shift Mode, press
the Shift Key again, and the cursor goes back to normal: _ .
Batch Terminal Messages:
“Data File Exists” – This
message is annunciated when entering Data Collection Mode when data exists in
the Terminal that has not been uploaded to the PC yet, or was not deleted after
the upload was completed. It is just a
reminder that there is data existing in the Terminal at that time.
“Data Too Short” – This
message is annunciated when the Enter key is pressed and data is expected. The Terminal will not go to the next step
until either data is entered, or you press the END key to back-up to the
previous step or menu.
Taking a
Physical Inventory (CTS)
Used For:
·
Obtaining
counts of physical inventory with the Batch Terminal, which can then be
compared and applied to the perpetual inventory levels in Coreflex.
·
Taking an
initial inventory before live implementation of the software.
Batch Terminal Procedure:
1.
Go to main menu
a.
The Main Menu
is displayed (1=INV,2=
2.
Enter a 1 for
INV
a.
The Inventory
Menu is displayed
3.
Enter a 2 for
Count
a.
The Batch
Terminal prompts for a Location
4.
Enter/Scan the
Location to be counted
a.
The Batch
Terminal prompts for a Product ID
5.
Enter/Scan the
Product to be counted
a.
The Batch
Terminal prompts for a QTY
6.
Enter the QTY
of the product in the location
a.
The Batch
Terminal prompts for the next Product ID
7.
Repeat steps 5
and 6 until all Products in the location are counted then press END.
a.
The Batch
Terminal prompts for the next Location to count from
8.
Repeat steps 4
thru 7 until all desired Inventory is counted and then press END until the Main
Menu is displayed
a.
The Main Menu
is displayed
9.
Upload the
data file to the PC (see Upload instructions later in this document)
a.
Note: You may perform other operations before
uploading to the PC.
Moving
Inventory (MOV)
Used For:
·
Recording
moves of physical inventory from one warehouse location to another
Batch Terminal Procedure:
1.
Go to Main
Menu.
b.
The Main menu is
displayed (1=INV, 2=
2.
Enter a 1 for
INV
a.
The Inventory
Menu is displayed
3.
Enter a 1 for
Move
a.
The Batch
Terminal prompts for a Source Location
4.
Enter/Scan the
Location the inventory is to be moved from
a.
The Batch
Terminal prompts for a Product ID
5.
Enter/Scan the
Product to be moved
a.
The Batch
Terminal prompts for a QTY
6.
Enter the QTY
of the product to move
a.
The Batch
Terminal prompts for the Destination Location
7.
Enter/Scan the
Location to move the inventory into
a.
The move is
completed
b.
The Batch Terminal
prompts for the next Source Location
8.
Repeat steps 4
thru 7 until all desired moves are complete and then press END until the Main
Menu is displayed
a.
The Main Menu
is displayed
9.
Upload the
data file to the PC (see Upload instructions later in this document)
a.
Note: You may perform other operations before
uploading to the PC.
Adding
Product Scan Codes (SCN)
Used For:
·
Recording
Product Scan Codes for new products or initial warehouse set-up
Batch Terminal Procedure:
1.
Go to the Main
Menu
a.
The Main Menu
is displayed (1=INV,2=
2.
Enter a 1 for
INV
a.
The Inventory
Menu is displayed
3.
Enter a 3 for
SCAN
a.
The Batch
Terminal prompts for SCN Product
4.
Enter/Scan the
Product ID for the product
a.
The Batch
Terminal prompts for a SCN Scan code
5.
Scan the
barcode label on the product
a.
The Batch
Terminal prompts for the next SCN Product
6.
Repeat steps 4
and 5 until all desired Scan Codes are entered and then press END until the
Main Menu is displayed
a.
The Main Menu
is displayed
7.
Upload the
data file to the PC (see Upload instructions later in this document)
a.
Note: You may perform other operations before
uploading to the PC.
Receiving
against an Existing
Used For:
·
Receiving
inventory into Coreflex for a
Batch Terminal Procedure:
1.
Go to the Main
Menu
a.
The Main Menu
is displayed (1=INV,2=
2.
Enter a 2 for
a.
The PO Menu is
displayed
3.
Enter a 1 for RCE
a.
The Batch
Terminal prompts for RCE PO
4.
Enter/Scan the
a.
The
b.
The Batch
Terminal prompts for a RCE Product
5.
Enter/Scan the
Product to be received
a.
The Batch
Terminal prompts for a RCE QTY
6.
Enter the QTY
of the product to receive
a.
The Batch
Terminal prompts for the next Product ID
7.
Repeat steps 5
and 6 until all Products to be received against the
a.
The Batch
Terminal prompts for the next
8.
Repeat steps 4
thru 7 until all desired
a.
The Main Menu
is displayed
9.
Upload the
data file to the PC (see Upload instructions later in this document)
a.
Note: You may perform other operations before
uploading to the PC.
Receiving
against a New
Used For:
·
Receiving
inventory into Coreflex for a
·
Receiving inventory
that was not specifically ordered
Batch Terminal Procedure:
1.
Go to the Main
Menu
a.
The Main Menu
is displayed (1=INV,2=
2.
Enter a 2 for
a.
The PO Menu is
displayed
3.
Enter a 2 for
RCN
a.
The Batch
Terminal prompts for RCN Vendor
4.
Enter/Scan the
Vendor # who sent the inventory
a.
Coreflex will
create a separate
b.
The Batch
Terminal prompts for a RCN Product
5.
Enter/Scan the
Product to be received
a.
The Batch
Terminal prompts for a RCN QTY
6.
Enter the QTY
of the product to receive
a.
The Batch
Terminal prompts for the next Product ID
7.
Repeat steps 5
and 6 until all Products to be received for this Vendor are entered
a.
The Batch
Terminal prompts for the next Vendor to receive from
8.
Repeat steps 4
thru 7 until all desired Inventory is received and then press END until the
Main Menu is displayed
a.
The Main Menu
is displayed
9.
Upload the
data file to the PC (see Upload instructions later in this document)
a.
Note: You may perform other operations before
uploading to the PC.
Receiving
Items (Not agains a PO)
Used For:
·
Receiving
inventory into Coreflex without using a PO
· Receiving inventory that was not specifically ordered
Batch Terminal Procedure:
1.
Go to the Main
Menu
a.
The Main Menu
is displayed (1=INV,2=
2.
Enter a 2 for
a.
The PO Menu is
displayed (1=PO, 2=ITEM)
3.
Enter a 2 for
ITEM
a.
The Batch
Terminal prompts for ACCOUNTNO
4.
Enter/Scan the
ACCOUNT # who owns the inventory
a.
Coreflex will
create a separate
b. The Batch Terminal prompts for a RIT Location
5. Enter/Scan the Location for the inventory to be received in.
a.
The Batch
Terminal prompts for a RIT PRODUCTID
6.
Enter/Scan the
Product to be received
a.
The Batch
Terminal prompts for a RIT LOTNO
7.
Enter the LOT # of the product to receive. If there is no lot for the product, enter a Space using the Space key.
a. The Batch Terminal displays the Qty Menu (1=Qty, 2=Serial)
8. If there are no serial #'s associated with the Product being received, Enter 1. If you want to scan Serial #'s, enter 2.
a. If a 1 is entered, the Batch Terminal prompts for Qty (goto 10 below).
b. If a 2 is entered, the Batch Terminal prompts for Serial # (goto 9 below).
9.
Enter/Scan the Serial # to receive
a. The Batch Terminal will continue to prompt for Serial #s until End is pressed (Goto 8).
10.
Enter the QTY
of the product to receive
a. The Batch Terminal prompts for the next Product ID (Goto 6).
11.
Repeat steps 6
through 10 until all Products to be received for this Account are entered
a.
The Main Menu
is displayed
12.
Upload the
data file to the PC (see Upload instructions later in this document)
a.
Note: You may perform other operations before
uploading to the PC.
Entering
a New PO (
Used For:
·
Re-Ordering
Inventory based on spot checks in the warehouse or in remote locations
Batch Terminal Procedure:
1.
Go to the Main
Menu.
a.
The Main Menu
is displayed (1=INV,2=
2.
Enter a 2 for
a.
The PO Menu is
displayed
3.
Enter a 3 for
ENTRY
a.
The Batch
Terminal prompts for ENT Vendor
4.
Enter/Scan the
Vendor # to order from
a.
Coreflex will
create a separate
b.
The Batch
Terminal prompts for a ENT Product
5.
Enter/Scan the
Product to order
a.
The Batch
Terminal prompts for a ENT QTY
6.
Enter the QTY
of the product to order
a.
The Batch
Terminal prompts for the next Product ID
7.
Repeat steps 5
and 6 until all Products to order for this Vendor/PO are entered
a.
The Batch
Terminal prompts for the next Vendor to order from
8.
Repeat steps 4
thru 7 until all desired Inventory is ordered and then press END until the Main
Menu is displayed
a.
The Main Menu
is displayed
9.
Upload the
data file to the PC (see Upload instructions later in this document)
a.
Note: You may perform other operations before
uploading to the PC.
Picking
an Existing Sales Order (PKE)
Used For:
·
Picking
inventory for an existing order
Batch Terminal Procedure:
1.
Go to the Main
Menu
a.
The Main Menu
is displayed (1=INV,2=
2.
Enter a 3 for
SO
a.
The SO Menu is
displayed
3.
Enter a 1 for
PKE
a.
The Batch
Terminal prompts for PKE Order
4.
Enter/Scan the
Order to be Picked
a.
The Order MUST
exist in Coreflex with a status of In Picking
b.
The Batch
Terminal prompts for a PKE Location
5.
Enter/Scan the
Location to pick from
a.
The Batch
Terminal prompts for a PKE Product
6.
Enter/Scan the
Product to be picked
a.
The Batch
Terminal prompts for a PKE QTY
7.
Enter the QTY
of the product to Pick
a.
The Batch
Terminal prompts for the next Product ID
8.
Repeat steps 6
and 7 until all Products from that location are picked and then press END.
a.
The Batch
Terminal prompts for the next picking Location
9.
Repeat steps 5
thru 8 until all products are picked for the order and press END.
a.
The Batch
Terminal prompts for PKE Order
10.
Repeat steps 4
thru 9 until all desired Orders are picked and then press END until the Main
Menu is displayed
a.
The Main Menu
is displayed
11.
Upload the
data file to the PC (see Upload instructions later in this document)
a.
Note: You may perform other operations before uploading
to the PC.
Picking a
New Sales Order (PKN)
Used For:
·
Picking
inventory for a new order
Batch Terminal Procedure:
1.
Go to the Main
Menu.
a.
The Main Menu
is displayed (1=INV, 2=
2.
Enter a 3 for
SO
a.
The SO Menu is
displayed
3.
Enter a 2 for
PKN
a.
The Batch
Terminal prompts for PKN ACCOUNT
4. Enter/Scan the Account to Pick for
a.
The Batch
Terminal prompts for PKN Customer
5.
Enter/Scan the
Customer to pick the order for
a.
A separate
order will be created for each customer entered
b.
The Batch
Terminal prompts for a PKN Location
6.
Enter/Scan the
Location to pick from
a. The Batch Terminal Displays a PKN Product Menu (1=Product,2=Ser)
7. Enter a 1 to scan a product for the order to be picked. Enter a 2 to scan a Serial number to be picked.
a. If a 1 is entered, the Batch Terminal prompts for a PKN Product to Pick (Goto 9)
b. If a 2 is entered, the Batch Terminal prompts for a PKN Serial to Pick (Goto 8)
8.
Enter/Scan the Serial # to Pick
a.
The Batch
Terminal prompts for the next Serial #. When all Serial#s to be picked are scanned, press End to go back to the
9.
Enter/Scan the Product to be picked
a. The Batch Terminal prompts for the PKN QTY
10.
Enter/Scan the Qty Pick
a. The Batch Terminal goes back to the PRODUCT Menu (goto 7)
11.
Repeat steps 7
thru 10 until all Products from that location are picked and then press END.
a.
The Batch
Terminal prompts for the next picking Location
12.
Repeat steps 6
thru 10 until all products are picked for the customer and press END.
a.
The Batch
Terminal prompts for PKN Customer
10.
Repeat steps 5
thru 10 until all desired Customers are picked and then press END until the Main
Menu is displayed
a.
The Main Menu
is displayed
11.
Upload the
data file to the PC (see Upload instructions section)
a.
Note: You may perform other operations before
uploading
Entering
a New Sales Order (SO ENT)
Used For:
·
Adding orders
for customers from a remote location
Batch Terminal Procedure:
1.
Go to the Main
Menu.
a.
The Main Menu
is displayed (1=INV,2=
2.
Enter a 3 for
SO
a.
The SO Menu is
displayed
3.
Enter a 3 for
ENTRY
a.
The Batch
Terminal prompts for ENT Customer
4.
Enter/Scan the
Customer # the order is for
a.
Coreflex will
create a separate SO for each Customer scanned during batch collection
b.
The Batch
Terminal prompts for a ENT Product
5.
Enter/Scan the
Product to order
a.
The Batch
Terminal prompts for a ENT QTY
6.
Enter the QTY
of the product to order
a.
The Batch
Terminal prompts for the next Product ID
7.
Repeat steps 5
and 6 until all Products to order for this Customer/SO are entered
a.
The Batch
Terminal prompts for the next Customer to order for
8.
Repeat steps 4
thru 7 until all desired items are added to orders and then press END until the
Main Menu is displayed
b.
The Main Menu
is displayed
9.
Upload the
data file to the PC (see Upload instructions later in this document)
b.
Note: You may perform other operations before uploading
to the PC.
Upload
Instructions
- This section details how to send the data
collected by the Batch Terminal to a PC.
- The PC must have the TriCoder Utilities loaded
on it.
Batch Terminal Procedure:
1.
Cycle Power on
the Batch Terminal by pressing ON/OFF button
2.
The Batch
Terminal will say Hit Any Key
PC Procedure:
1.
Connect the
USB Cable from the TriCoder to the PC USB Port
2.
Run the
TriCoder Utilities
3.
Click on the
TriCoder Upload Tab
4.
If you have
collected any data with the TriCoder, you should see a file under the Data
files folder on the left side of the window.
The file will be named DATA FILE #1.
a.
If you do not
see this file, try going to the View menu and clicking Refresh. If the file still does not appear, it means
there is no data file in the TriCoder.
5.
Click on DATA
FILE #1
6.
On the right
side of the screen, select the folder where you want to store the files until
you load them with Coreflex.
7.
Click the
-> button and the file will transfer to the PC.
8.
The Software
will prompt that the upload is complete, and ask whether you want to delete the
file from the TriCoder Memory. Click
yes.
9.
The Tricoder
is now ready to collect more data, and the file is ready to be imported into
Coreflex.
Importing
the Batch File into Coreflex
- This sections details how to import the Data
Files previously uploaded from the Batch Terminal into Coreflex
Coreflex Procedure:
1.
Run Coreflex
and go to the Batch Processing Tab
2.
Click on the
Batch Import tab
3.
Click the
Import File button
4.
A dialog box
will appear that will allow you to search for the File to Load
5.
Highlight the
data file to be loaded and click the Open button
6.
You will get a
series of messages concluding with “Transfer Completed Successfully”
7.
The file will
be moved from its previous location into a Save folder (C:\Program Files\Coreflex\Relx.x.x\CFXWMS\Foundation\Save)
Applying
Physical Inventory Counts
- This Sections details how to update the
Coreflex perpetual inventory using the inventory counts entered on the
Batch Terminal using the COUNT Operation.
- No changes are made to the Inventory in
Coreflex until this is complete.
Coreflex Procedure:
1.
Go to the
Batch Counts Sub-Tab found under the Batch Processing Tab. This screen will display all the counts taken
by the batch terminal that have not yet been applied. Not that the counts can be sorted by clicking
on the column headings. Data displayed
includes:
a.
Area-Shelf-Bin -
Location
b.
Product ID - Product ID of the Product
c.
Scan - Data scanned by Batch
Terminal
d.
Perpetual - Current qty of product in location
e.
Count - Count Entered in Batch
Terminal
f.
Variance - Perpetual – Count
2.
Lines may be
deleted from the list by highlighting the line and click the Delete Button.
3.
To print the
counts, highlight the desired lines (or highlight none to print all the lines)
and click the Print Button.
4.
To export the
counts to a comma separated variable file (for use in Microsoft Excel), highlight
the desired lines (or highlight none to export all the lines) and click the Export
Button. A dialog will appear allowing
you so name and save the file.
5.
There are
several ways to view the count data. The
default is to show the counts only. By
changing the drop-down menu at the top of the screen, you can also view the
counts as follows:
a.
Include
Uncounted Locations for Counted Products
i.
This will show
perpetual inventory levels for the products that were counted in locations that
were not included in the count. This
information is useful when cycle counting a product.
b.
Include
Uncounted Products for counted
locations.
i.
This will show
perpetual inventory levels for products in the counted locations that were not included
in the count. This is useful when doing a physical inventory
of the warehouse.
c.
Show All.
i.
This includes
perpetual inventory information from both a and b above.
6.
To Apply the
counts (ie update the current Coreflex Inventory Levels), highlight the desired
lines and click the Apply Button. Click
Apply All Button to Apply all the lines in the file.
a.
Note: Lines marked * Not Counted * will not be
applied as they are for reference only
Confirming
Batch Moves
- This Sections details how to confirm the moves
scanned into the Batch Terminal using the MOV Operation.
- No changes are made to the Inventory in
Coreflex until this is complete.
Coreflex Procedure:
1.
Go to the
Batch Processing Tab. Click on the Batch
Move Sub-Tab. Click on the Print Move
List Sub-Tab. A list of Move Reports
will be displayed.
2.
Sort the List
to that the latest report shows first by clicking on the Report column
heading. Highlight the report and click
the Print Button. You may skip printing
the report to paper by pressing cancel when the Print Dialog box appears,
otherwise, select a print and print the report.
3.
Go to the
Confirm Moves Tab. From the Work Order
drop-down, select the report you just printed.
The moves you scanned using the Batch terminal will be displayed on the
screen. Note that the screen only
displays 2 lines at a time.
4.
The text
message to the right of the Work Order number should say Balanced. This means that all the moves on the place as
much inventory in the destination location as they remove from the source
location. If the message does not say
balanced, do the following:
a.
The left side
of the report screen shows the source location, Product ID, Product Description,
and Quantity to be moved. The right side
of the screen shows the destination location and qty to be moved. Using the Next Screen button, scroll through
the report until you find a line where the Source and Destination Quantities do
not match.
i.
Note: To the left of each line there are numbers
indicating X of Y Quantities for the move, you can just look for the red
numbers to find the lines where they do not match.
b.
Update the
Source QTY as desired by changing the number in the field and pressing enter.
c.
Update the
Destination QTY or Location as desired by clicking on the Current Destination
information and editing it in the Box above.
Press entering when editing is complete.
i.
Note: There must be 2 dashes between area and
shelf.
d.
The X of Y
Quantities on the left side of the line will turn green when the move is
balanced.
e.
Repeat Steps a
through d until all lines are balanced.
The Word Balanced will be displayed in green at the top of the report.
5.
Click the
Apply button, and the moves will be completed.
Applying Batch Scan Codes
- This Sections details how to Apply the new
scan codes scanned by the Batch Scanner using the SCN Operation.
- No changes are made to Scan Codes in Coreflex
until this is complete.
Coreflex Procedure:
1.
Go to the
Batch Processing Tab. Click on the Batch
Scan Codes Sub-Tab. A list of the
Product IDs and Scan Codes will be displayed.
2.
Delete lines
from the screen by highlighting one or more of the lines and clicking the
Delete button.
3.
Add the Scan
Codes to the system by highlighting one or more of the lines and clicking the
Apply button.
Confirming Batch Receiving Operations
- This Sections details how to Confirm RCN and
RCE Operations entered into the
Batch Unit.
- No Inventory is Added to Locations in Coreflex
until this is complete.
Coreflex Procedure:
(Unless otherwise notes, these steps work for both RCE and RCN Operations)
1.
Any errors
generated as a result of the RCE Operation, such as incorrect product or
location scans, are displayed on the Batch Receiving Sub-Tab of the Batch
Processing Tab.
a.
Click Search
to refresh this screen.
2.
Go to the
Purchase Orders Tab and click the PO Receiving Sub-Tab.
3.
Click the
Search button and select the desired order from the list.
4.
Receive the
5.
To update PO
Header fields such as Reference #, Terms, Etc.:
a.
Go to the
b.
Make sure the
PO # Query is selected in the drop down at the top and enter the
c.
Double click
the PO from the pop-up list and the
d.
Update the
header fields as desired and click Save PO.
Confirming Batch Picking Operations
- This Sections details how to Confirm PKN and
PKE Operations entered into the
Batch Unit.
- No Inventory is removed from Locations in
Coreflex until this is complete.
Coreflex Procedure:
(Unless otherwise notes, these steps work for both PKE and PKN Operations)
1.
Any errors
generated as a result of the PKE Operation, such as incorrect product or
location scans, are displayed on the Batch Picking Sub-Tab of the Batch
Processing Tab.
e.
Click Search
to refresh this screen.
2.
Go to the
Sales Orders Tab and click the Confirm orders Sub-Tab.
3.
Click the
Search button and select the desired order from the list.
4.
Confirm the order
as you normally would for any Coreflex Order.
5.
To update
Order Header fields such as Customer PO, Terms, Etc.:
f.
Go to the
Order Entry/Edit Tab.
g.
Make sure the
Order # Query is selected in the drop down at the top and enter the Order #
that you want to change and click search.
h.
Double click
the Order from the pop-up list and the order is displayed on the screen.
i.
Update the
header fields as desired and click Save.
Processing POs Entered on the Batch Terminal
- This Sections details how to Process Purchase
Orders entered on the Batch Terminal using the PO ENT Operation
- No Inventory is added to Locations in Coreflex
until this is complete.
Coreflex Procedure:
1.
The
2.
To update PO
Header fields such as Reference #, Terms, Etc.:
a.
Go to the
b.
Make sure the
PO # Query is selected in the drop down at the top and enter the
c.
Double click
the PO from the pop-up list and the
d.
Update the
header fields as desired and click Save PO.
3.
Process the PO
as you would any
Processing Orders Entered on the Batch Terminal
- This Sections details how to Process Sales
Orders entered on the Batch Terminal using the SO ENT Operation
- No Inventory is removed from Locations in
Coreflex until this is complete.
Coreflex Procedure:
1.
The Order is
added to Coreflex in a status of Awaiting Allocation. The Order can be added to Coreflex with a
status of In Entry if desired by going to the Set-up menu and selecting System
Settings. Change the Batch: Sales Order entry Status to In Entry.
2.
To update Order
Header fields such as Customer PO, Terms, Etc.:
a.
Go to the Order
Entry/Edit Tab.
b.
Make sure the Order#
Query is selected in the drop down at the top and enter the Order # that you
want to change and click search.
c.
Double click
the Order from the pop-up list and the Order is displayed on the screen.
d.
Update the
header fields as desired and click Save.
3.
Process the Order
as you would any Order in Coreflex.
System Settings for the Batch Processing
The following are settings
found in the System selection on the Set-up Menu:
- Batch: Sales Order Entry Status. This setting allows you to choose the status that Sales Orders
created using the Batch Terminal SO ENT Operation will be when the file is
uploaded into Coreflex.
- Batch: Sales Order Add To Picked Qty. When set to No, the Qty Picked for orders updated by the PKE
Operations will be set to the number in the last upload from the Batch
Terminal. When set to Yes, the Qty
Picked will be incremented by the number in the last upload from the Batch
Terminal.
- Batch:
- Batch:
- Batch:
Recalc Totals After Import. When set to Yes, Coreflex automatically
recalculate the On Hand, On Order, Committed, and Allocated totals
whenever a new Batch File is imported.
Set this to No if you find the Batch Import is running slowly. Note that you will have to manually
Recalculate the totals at some point by going to the Inventory Totals tab
and clicking Recalc All.