Internal General

The Internal General screen contains additional and complimentary tabs to the General screen that allows users to set up the Warehouse including: Types, Adjustment Types, Technicians, and Miscellaneous.

Types

The Types tab allows users to create additional item types. These are textual categories that are assigned to items, in order to further divide items belonging to the same Pool.  Pools are set up via Warehouse > General > Pools tab.

1. From the Warehouse menu, click Internal General.

Internal General

2. Click the Types tab.

Internal General

3. Use the top row to enter a new pool type.

Internal General

4. Enter the pool Type name in the provided text box.

5. Select the applicable elements from the pull-downs to link an Internal Accounting Strip to the pool type, such as Fund, Function, Object, etc.

Internal General

6. Select the applicable Invoice Debit Account and the applicable Invoice Credit Account from the corresponding pull-down.

7. Press the Enter key to save the warehouse pool type.

Internal General

8. Use the top row to add as many types as needed.

9. Click the applicable filed to edit the pool Type name, Internal Accounting Strip elements, the Invoice Debit Account and/or the Invoice Credit Account. Changes made save automatically.

Cursor

10. Click the delete button (red minus sign) to remove a pool type.

Internal General
Adjustment Types

The Adjustment Types tab allows users to define reasons for any adjustments made to the warehouse inventory. Options defined here will be available to users when they create/submit an Inventory Adjustment.

1. From the Warehouse menu, click Internal General.

Internal General

2. Click the Adjustment Types tab.

Internal General

3. Use the top row to enter a new adjustment type.

Internal General

4. Enter the Name of the adjustment type in the provided text box.

5. Select the Bypass Completion Journals check box to bypass expenditure journals.

Focus looks for a warehouse adjustment type named “Petrovend” to attach to the adjustment, which can then be set to bypass the expenditure report by selecting the “Bypass Completion Journals” check box.

6. Press the Enter key to save the adjustment type.

Internal General

7. Click the applicable field to edit the adjustment type. Changes made save automatically.

Cursor

8. Click the delete button (red minus sign) to remove an adjustment type.

Internal General
Technicians

The Technicians tab allows users to add in names of Technicians to assign to orders.

1. From the Warehouse menu, click Internal General.

Internal General

2. Click the Technicians tab.

Internal General

3. Use the top row to enter a new technician.

Internal General

4. Enter the technician's Name in the provided text box.

5. Press the Enter key to save the technician.

Internal General

6. Use the top row to add as many technicians as needed.

7. Click the Name field to edit the name of the technician. Changes made save automatically.

Cursor

8. Click the delete button (red minus sign) to remove a technician.

Internal General
Miscellaneous

The Miscellaneous tab allows users to upload a logo, which prints on the warehouse pick list, as well as enable catalog alerts.

1. From the Warehouse menu, click Internal General.

Internal General

2. Click the Miscellaneous tab.

Internal General

3. Select the Enable Catalog Alerts check box to receive portal alerts when the warehouse Catalog needs attention.

Internal General

4. Select the Enable Catalog Barcodes check box to add a “Barcode” field to Warehouse > Catalog > New Item tab ensuring that all new items are assigned a barcode. Users are unable to save/submit the new item without a Barcode being entered first.

5. As indicated in the Files section, drag files directly into the box to attach the image or click the Select button to browse for the image. Click the Scan File button, which prompts you to download Dynamsoft. This is a one-time download that allows you to attach files directly from your scanner. In doing so, you will bypass saving the file to your computer first.

General

a. Click the image attached to view the image.

b. Click the delete button (red minus sign) to remove the image.

Only one logo (image) can be uploaded at a time.