Maintenance Menu Option

 

The user will use the "Maintenance" menu option to define inventory User Diary Notes, Locations and any "Custom Units of Measure"

 that need to be established.

Maintenance Menu

 

 

User Diary Notes

 

User Diary Notes may be created or viewed as described in several locations within the manual. Diary Notes may also so be listed from

Previous Estimates and Orders.

Select menu option Inventory/Maintenance/User Diary Notes and the system will display the "Diary Notes" screen.

 

 

 

Locations

 

Throughout the system, inventory items may be stored and tracked by location and by plant (in a multi-plant environment). 

 

To define Inventory locations, select menu option Inventory/Maintenance/Locations and the system will display

the Locations screen. Click Add and enter a Code and then Description

Locations Screen

 

 

Custom Units of Measure

 

Custom Units of measure may be established for materials. Using the Custom Unit of Measure screen select "Add"

and establish the identity of the unit. Set up the Unit of Measure parameters using the screens provided. The system

will do the math based on the "Operator" selection as shown in the screen. The option is available for Sheets, Rolls,

and Standard Items.

Custom Unit of Measure Screens