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IRWIN
Inventory Reconciliation for WINdows
USER'S GUIDE
Copyright (C) 1996
English Mountain Software, Inc.
ALL rights Reserved
Published by Spirit7 Software, Ltd.
1750 Kingdom Way
Newport, TN 37821
LIMITED WARRANTY
This software and reference material is sold "as-is" without
warranty as to their performance. The entire risk as to the
performance and results obtained from the use of this program
are assumed by the user. However, to the original purchaser only,
the publisher warrants the magnetic media on which the program is
recorded to be free of defect in material and workmanship for a
period of thirty (30) days from the date of purchase.
INTRODUCTION
This "guide" or on-line manual is available to familiarize
you with the basic functions of the program. It can be printed
from the menu options available as it is viewed. In addition, we
have enabled you to edit the document in order to add or expand
upon any topic you feel will benefit you or other users.
You can search for any topic (or other test) in the guide by
pressing the right mouse button as the document is being viewed,
DEMO DATA
The program includes a demo data base of approximately 35
records. This data base is provided so that you can experiment
with the various program functions. Once you are ready to begin
entering your own data, select the "File" menu option and
"Delete" the inventory data base then "Pack" the data base.
THE MENUS
The menu bar at the top of the screen varies according to
the window that is open. A little experimentation should make
these functions obvious. The "Main Menu" contains the following
options:
1. File: Options to reindex, delete, recall, and pack each of the
system data bases.
A. Reindex: This is a "housekeeping" function which can be
used to rebuild the index files associated with each data base.
Reindexing is not normally required because the program maintains
the indexes automatically. However, if "corruption detected"
errors occur, this function may correct the problem. If you are
unable to "find" a record that you know is in the data base,
reindexing may help.
B. Delete: This option will delete all records in the
selected data base. Deletion does not actually remove the record
but causes it to be ignored by the program as if it were. Deleted
records can be recalled until they are packed.
C. Recall: This function "recalls" all deleted records.
D. Pack: This function permanently removes all deleted
records. It is recommended to print a "Deletion Report" before
packing in order to have a hard copy record of deleted records.
NOTE: It is desirable to pack the inventory data base
occasionally to remove deleted records. A large accumulation of
deleted records will effect the performance of the program. Print
a deletion report first to confirm the removal of deleted
records.
2. Edit: options to edit each of the system data bases.
3. Utilities: The utility options include functions to initialize
the sales history, set the default costing method, and set the
starting value for the order number.
A. Initialize Sales History: This function will reset the
"sold", "total received" and "returned" fields for each record.
The values in these fields is automatically maintained by the
program and can be edited as well as initialized.
B. Edit Order Number: This function sets the starting value
for the order number that is automatically assigned to inventory
order sessions. This order number can be set manually for each
item during the manual order process but if no order number is
specified, the order number will be supplied and incremented with
each new order session (auto or manual).
4. Reports: Each of the available system reports is listed here.
Please consult the appendices for more info about report
generation.
SPEED SEARCH
The Speed Search option will enable you to quickly locate
records by item, description, vendor, alternate vendor,
manufacturer, or cross reference. If a search is successful, the
Browse window will open so that you can isolate duplicate item
numbers, serial numbers, or location codes.
FILTERS
The filter function is a very powerful option that will
enable you to segment the data base according to the filter
criterion.
The acceptable filter operators are :
1. .and. and
2. .or. or
3. str() converts numeric to character
4. val() converts character to numeric
5. = equals
6. <> does not equal
7. > is greater than
8. < is less than
9. dtoc() date to character
10. ctod() character to data
Filters act on one or more field according to the filter
conditions. The following examples illustrate the use of filters
and the operators used to link two or more fields or expressions.
1. vendor="NORVA"
isolates all records where the vendor is NORVA.
2. vendor="NORVA" .and. mfgr="TEC"
isolates all records where the vendor is NORVA and the
manufacturer is TEC.
3. vendor="NORVA" .or. mfgr="TEC"
isolates all records where the vendor is NORVA or the
manufacturer is TEC.
4. cost>100.00 .and. cost<200.00
isolates all records where the cost is between 100.00 and
200.00
5. vendor="NORVA" .and. str(cost)>100.00
isolates all records where the vendor is NORVA and the cost
is greater than 100.00 ("<" indicates less than) Notice the use
of the "str" function to convert the numeric field (cost) to a
character field. Filters must be expressed in all character or
all numeric (val) data.
To set a filter, highlight an existing filter condition or
add a new filter condition by pressing the right mouse button and
select "Add Records".
Once set, the filter will remain in effect until you clear
it and will effect all program functions such as searches, report
generation and browses.
SELLING INVENTORY
Click on the "SL" button to open the "sell window". Once the
window is open, enter the reference number and quantity to sell
for the desired item(s). You may press the right mouse button and
select "Find Record" to locate the item you wish to sell (or
press Atl+F). After entering the reference number (optional) and
quantity sold for each item, close the window to process the
transactions.
ORDERING INVENTORY
Inventory may be ordered automatically or manually.
The auto order function will compare the count to the
minimum and will order whatever quantity is necessary to bring
the count to the maximum.
The manual order function will allow you to order any item
regardless of the count.
If you do not specify an order number for the order, the
system will supply it automatically. The order number will be
automatically incremented each time it is used and may be reset
in the "utility" menu.
RECEIVING INVENTORY
Inventory may be received automatically or manually.
The auto receive function will receive all inventory that
has been ordered using the specified costing method for each
item. You may set a filter and auto receive only those records
which meet the filter criterion. For example, you might set a
filter for a single order number and auto receive all items on
order under that number. WARNING: if you set a filter for auto
receive, you must clear the filter before printing an order
report!
Manually received inventory can be received item by item and
the costing method can be specified separately for each item if
desired. If a quantity less than the quantity ordered is
received, the difference is expressed as a backorder.
ADDING AND EDITING INVENTORY
To create a new record or edit an existing record, click on
the "ADD/EDIT" button. You are now in "edit" mode and may edit
any of the existing records.
To add new records, press the right mouse button and select
"Add Records" (or press "Ctrl+A"). The last record entered will
be copied into the newly created record. This feature allows you
to enter a succession of records by changing only the necessary
fields from one record to the next. for example, if you are
entering a series of serialized inventory items, you need change
only the serial number field in the newly created record.
To add a memo for the new record, double click on the memo
icon in the "comments" field.
To save the new record once it is entered, simply close the
window.
1. ITEM: Alpha numeric/15
The item number is the "key" field for the system. Assign
unique item numbers for each record and avoid duplicated unless
the serial number or location fields are different for the
duplicates.
2. SERIAL: Alpha numeric/15
Must be unique for each item. Therefore, if the item is
"serialized", the count, minimum, and maximum must be "0" or "1".
3. DESCRIPTION: Alpha numeric/25
4. MFGR: Alpha numeric/5
5. MODEL: Alpha numeric/8
6. LOCATION: Alpha numeric/8
The location code usually consists of two groups of
designator. The first group represents the building or warehouse
for the item location while the remaining six characters
represent the "bin" location in that warehouse. For example, the
location code might be "14-A45". This code would represent
warehouse number 14, first floor, rowA, bin 5.
7. STD_PACK: Numeric/5
This is the standard packaging for the item. For example, if
the item number refers to a package of six and the pricing is
for this package, the std_pack would be "6". If the pricing is
for a single item, the std_pack would be "1" and the count should
reflect the total number of such single items.
8. COUNT: Numeric/5
9. COST: Numeric/5.3
10. RETAIL: Numeric/5.3
11. WHOLESALE: Numeric 5.3
12. MAXIMUM: Numeric/5
13. MINIMUM: Numeric/5
14. TAXABLE: Logical/T or F or Y or N
15. VENDOR:Alpha numeric/17
16. ALT VENDOR: Alpha numeric/17
17. DEPARTMENT: Numeric/2
18. CROSS REF: Alpha numeric/15
This field lists an item number that can be substituted for
the primary item number.
19. SUPERSEDE: Alpha numeric/15
This field is used to indicate an item number that has
superseded the primary item number.
20. COMPOSITE: Logical
This field designates the item as a "composite". Composites
are inventory items that are made-up of other inventory items. An
example would be a box of bandaids. The box would be a composite
and the individual types of bandaids in the box would be
"composite members". When the box is sold, the individual
composite members would be sold in the quantities designated.
(refer to the discussion of the "composites Browser" for
additional details.
21. LAST RECD: Date
22. SOLD: Numeric/8
The "sold", "total recd", and "returned" fields make-up the
sales history for this item. These fields can be edited but are
automatically maintained by the program.
23. TOTAL RECD: Numeric/8
This is the total number of this items which has been
received into inventory.
24. RETURNED: Numeric/8
This is the total number of this item which has been
returned (defective). This field is not used in the stand-alone
inventory program but is automatically maintained when the
program is integrated into the complete point-of-sale system.
25. ORDERED: Numeric/5
The "ordered" , "received", and "backorder" fields make-up
the order history for this item. These fields can be edited but
are automatically maintained by the program.
26. RECEIVED: Numeric/5
27. BACKORDER: Numeric/5
28. COMMENTS: Memo
NOTE: Certain rules apply to the data being entered in these
fields:
1. If the item is serialized, and the count is "0", the
count
will be replaced with "1"
2. If the maximum is "0" and the count is "0", the count
will be replaced with "1"
3. If the maximum is less than the minimum and the maximum
is greater than "0", the maximum will be replaced with the
minimum.
4. If the composite id "T" and the item has a superseding
number, the composite will be replaced with "F".
5. If the count is less than the minimum, the item will be
added to the re-order report.
6.If the count is greater than or equal to the minimum and
the maximum is greater than "0", the item will be removed from
the order report.
7. If the count is less than or equal to "0" and the
maximum="0", the item will be deleted (not packed).
8. If the item is a composite (composite="T"), the
composite data base will be searched and if the composite
is found to be the composite member of another composite, the
composite field will be changed to "F".
THE BROWSERS
The browsers will enable you to browse (add/edit) each of
the data bases in the system. Press the right mouse button to
find a specific item.
TECHNICAL SUPPORT
You must register your program with English Mountain
Software to be eligible for technical support! If you purchased
your program directly from S7S, you are automatically registered.
If you purchased it from any other source, you must send us the
completed registration form provided with the package in order to
become registered.
There are two levels of support available. Standard Support
and Extended (BBS) Support. They are discussed below.
STANDARD PRODUCT SUPPORT
Standard Product Support is unlimited and free of charge to
the registered user. You may contact our support department with
questions regarding the operation of the program or with any
other difficulty you may encounter with its use. Support is
available through any of the four channels listed below.
1. Telephone:
(423) 625-9866
Telephone support is available from 9:00 am to 4:30 pm (est). It
is unlikely that we will return calls for tech support, however,
we are normally available during the hours listed above and you
should have no difficulty reaching us.
2. Mail:
English Mountain Software, Inc.
1750 Kingdom Way
Newport, TN 37821
3. Compuserve electronic mail:
PPN # 73530,3234
4. Internet:
http://ourworld.compuserve.com/homepages/spirit7
5. Fax
(423) 625-9866
EXTENDED PRODUCT SUPPORT
Extended Support is available for an annual fee of $75.00
and includes access to the Extended Support Library in our
support BBS. This library provides continuously updated versions
of our products and associated documentation assuring you of the
latest in terms of both features and bug-fixes. In addition, the
BBS serves as a electronic mail box for passing custom
programming or other special files.
The BBS also includes a large library of Association of
Shareware Professionals (ASP) approved shareware which you may
download at no additional cost! We update these libraries on a
continuous basis and are an ASP approved BBS.
Give it a try! (703) 949-4464
We will endeavor to support our users in the most
professional and thorough manner. If you find a "bug" or simply
need assistance in using the software, please contact us
immediately. We will accept collect calls only if the problem
involves a "bug" or anomaly.
PROGRAM OPTIONS
1. Crystal Reports option: Crystal Reports combines the
ease-of-use of a leading Windows based application with report
design and data analysis features to make reporting tasks highly
efficient. You can sort and subtotal in just one step, sort on
groups, export reports to many file formats, distribute reports
via integrated e-mail and much more...
2. Bar code option: IRWIN is capable of reading and writing
bar codes with the optional bar code module. Contact EMS for
additional details.
CUSTOMIZING IRWIN
We will make custom changes to the IRWIN program to suit
you specific needs. These changes can include such things as
special report generation, screen design, and even data base
structure modifications. The cost for such changes usually ranges
from $50.00 to 250.00. If you would like to adapt this software
to your exact needs, we will be happy to give you an estimate.
Here are some thing to keep in mind if you are considering
custom changes to the IRWIN program...
1. Review the system thoroughly enough to know all of the
changes you will require. Although changes can be made at any
time and as often as necessary, it is frequently less expensive
to do all modifications at one time.
2. Make up mock reports showing all report headings and
any totals you wish to calculate. The report designs should be as
complete as possible. We will make every effort to duplicate your
design.
EMS charges $25 for each custom report. Alternatively, you
may purchase the Crystal Reports software which will enable you
to create custom reports, labels, and more. Contact EMS for
details.
REGISTRATION
Thank you for the opportunity to demonstrate IRWIN. If
you decide to use this software beyond the evaluation period (60
days), you must register your copy with English Mountain Software
The registration fee is $85.00 FOR EACH COPY IN USE.
These are the benefits of registering the software...
1. You will receive a registered copy of the CURRENT version of
IRWIN and you will be added to our mailing list so that
you are assured of receiving upgrades, revisions, and new product
information. UPGRADES ARE FREE TO REGISTERED USERS.
2. Your registered program includes the BDE configuration
utilility. With this utiltiy you will be able to read data files
from other systems such as Paradox. The utiltiy also enables you
to inport and export data to and from ASCII files.
3. You will be able to purchase the "Chrystal Reports" Windows
report writer at a special discount price.
4. You will become eligible to receive unlimited FREE telephone
support as outlined in the appendix to the Manual (Manual.doc).
5. We will make custom changes to registered software as outlined
herein.
6. If you discover a "bug" or anomaly in the software, we will
attempt to resolve the problem within 5 days from the date that
we receive the notice of the bug.
7. It's the right thing to do! Shareware is a distribution method
NOT a type of software. We encourage you to copy this program
(shareware version) and distribute it to anyone you feel would
benefit from it's use. However, if you plan to use the program
beyond the evaluation period, please register your copy with S7S.
This is not "FREE" software in any sense of the word. We depend
upon the honesty and integrity of those who use this software in
order to continue to provide the top quality software in this
"try before you buy" format.
8. It's the law! Shareware is copy righted software just like any
you would purchase form a retail store. English Mountain Software
is a member of the association of Shareware Professionals. For
more information about shareware or the ASP, please contact the
ASP:
Association of Shareware Professionals
Jan Abbot, Executive Director
545 Grover Road
Muskegon, MI 49442-9427
616-788-5131 (phone)
616-788-2765 (fax)
HOW DO I REGISTER?
1. You may order with MC, VISA, AMEX, or DISCOVER from the Public
(Software) Library by calling 800-242-4775 or 713-524-6394 or by
FAX to 713-524-6398 or by CIS Email to 71355,470. You can also
mail credit card orders to PsL at PO Box 35705, Houston, TX
77235-5705
2. You may register IRWIN on Compuserve (GO SWREG).
3. You may order via E-Mail: 73530.3236@compuserve.com or
http://ourworld.compuserve.com/homepages/spirit7
4. You may Complete the following registration form and send it
to EMS along with the registration fee or use the "REGISTER"
button in the program to complete and print the form.
5. You may call our order processing dept at 1-800-450-4661
(orders only, please).
ORDER FORM/INVOICE
Please complete this form and return to the address below.
Enclose a check in the amount indicated on the completed invoice.
YOUR NAME:_______________________________________________________
BUSINESS NAME:___________________________________________________
ADDRESS:_________________________________________________________
CITY:________________________________ ST:______ ZIP:_____________
PHONE:_______________________________
NAME OF PRODUCT:_IRWIN____ SERIAL NUMBER:__________VERSION:_1.02_
WHERE DID YOU OBTAIN YOUR COPY OF THIS SOFTWARE?:________________
PLEASE INDICATE THE DISKETTE SIZE REQUIRED: ____3 1/2 ____ 5 1/4
____ IRWIN registration................. $85.00 ea $_____________
____ BBS Extended Support (1st year).....$75.00 ea $_____________
Tennessee residents add .065% sales tax ...........$_____________
TOTAL DUE:.(US Funds only, please).................$_____________
Please make cecks, etc. payable to :
English Mountain Software, Inc.
1750 Kingdom Way
Newport, TN 37821
(423) 625-9866
CREDIT CARD ORDERS
You can order with MC, VISA, AMEX, or DISCOVER from the Public
(Software) Library by calling 800-242-4775 or 713-524-6394 or by
FAX to 713-524-6398 or by CIS E-mail to 71355,470. You can also
mail credit card orders to PsL at PO Box 35705, Houston, TX
77235-5705
SITE LICENSE
A site license is an inexpensive way for more than one
person to legally use one copy of a program on more than one
computer at a time. Site licenses are designed for companies,
offices or workgroups where more than one person in the
organization needs to use a product, but does not need additional
manuals or disks. Site licensing enables companies, departments,
government agencies, etc., to equip their personnel with the
tools they need at a minimal cost.
Here's how it works: The company purchasing a site license
(the licensee) provides a single point of contact for shipping,
technical support, upgrades, etc., and we (the licensor) provide
a "golden master" of the diskettes, manual, and any other parts
of the package. These "masters" may be copied and distributed
according to the terms of the site license.
If you are interested in a site license, please contact us
during normal business hours for additional information.
English Mountain Software
1750 Kingdom Way
Newport, TN 37821
phone and fax
(423) 625-9866
support BBS
(423) 625-0376
Compuserve PIN
73530,3236
Internet
http://ourworld.compuserve.com/homepages/spirit7