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Lot Types

Each set of scanned bar codes or items that you load into the computer from your bar code scanner is

stored in what is called a lot. A lot can be created from a single upload of information from your scanner.

You may also upload several different sets of items into the same lot. The user is responsible for assigning

a lot number to the list of items that he or she is working with. Lot numbers can be any 5 characters (letters

or numbers). The most common way to create a lot number is to us the user’s initials, or a truck number,

etc. Each lot, depending on its type, also may require some additional information such as the warehouse

from which the items are coming. The six different types of lots are described below.

Project Transfer

The "Project Transfer" lot is used when you are taking items from inventory to a client’s site. The items are

typically set up at the client’s location to determine the various pieces that the client wishes to purchase.

The items being taken to the client’s location are scanned as they are loaded on the truck, and this lot is then

uploaded to the computer. The computer will hold this lot for later billing. Merchandise that the client

decides not to keep will be brought back, possibly at a later date. As the merchandise is unloaded for return

to inventory it is once again scanned. The set of returned items is then uploaded into the computer using

the same lot number. The computer will remove the returned items from the lot, leaving those items

retained by the client for invoicing. Clicking the Update button on the right hand side of the Data Collection

Items window will cause the computer to transfer the items in this lot to the specifications area of the

appropriate project so they can be billed to the client.

Receiving

The "Receiving" lot is used when you receive merchandise that you have ordered. In most cases this

merchandise will have been ordered for the showroom or to replenish stock inventory, although this feature

may be used on project purchase orders as well. As noted in the section on printing labels, the computer

can provide you with a set of bar code labels to be applied to merchandise as it is received. If you scan

these labels as a receiving lot and upload it to the computer, the program will automatically record the items

as being received in your inventory module or project specifications window when you click the Update

button on the right side of the window.

Warehouse/Showroom Transfer

The "Warehouse/Showroom Transfer" lot is used to move merchandise between warehouses or

showrooms. The merchandise is scanned as it is being loaded onto the truck, and the user uploads this lot

into the computer. The user then indicates the destination of this lot, and the program will automatically

remove the merchandise from the old location and record it in the new location when the Update button is

pressed.

Delivery

The "Delivery" lot is used to record items as being shipped to the client site. A delivery is based on a

delivery ticket. This function allows the shipper to scan each item being delivered. Use the update button

to update the shipped quantities for each item being delivered.

Item List

The "Item List" lot is used simply to assemble a list of merchandise. Once this list is uploaded to the

computer it can be printed on paper. The lot can later be transferred into a project by pressing the Update

button on the right side of the window.

Physical Count

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