Inventory Expert

Screen Snap

 

This outstanding package allows users of the Inventory module to answer any question about any item from one central screen. Questions like:

  • How many are in warehouse 3?
  • What does it look like?
  • What did this customer pay for it last time?
  • How many are on order?
  • When can I expect them?
  • How is it shipped?
  • Can I get a copy of the assembly instructions?
  • Where’s it located?
  • What are my yearly averages?

And so much more. In addition to accessing all of the data stored by Inventory, you also have access to the sales history stored by the A/R module and the on order items stored by the PO module. Pictures of your items can also by displayed. Your staff can quickly find out anything they want to know about an item while your customers can use it as an on-line catalog to search for just what they want--security features allow you to define exactly which data can and cannot be accessed. The program can be run as a TSR or be loaded directly from within the Roundtable Software Advantage Accounting System via the GoTo function or from the DOS prompt.

Features & Benefits

Accessible From Within The Roundtable Software Advantage Accounting System: By using the GoTo window, the Inventory Expert program can easily be accessed. When done, you are returned to the accounting software. When using the TSR mode, Inventory Expert immediately goes to the item currently being accessed within the Roundtable Software Advantage Accounting System. This works similar to the look-ups within the product.

Access Any Information About An Item From One Screen: All of the following information can be accessed directly from the main look-up window of Inventory Expert:
 

 Allocations                    Sales History                   Inventory Audit
 Explosions                   Serial Numbers                     References
Warehouses                     PO Detail                     Qty Sold History
  Vendors                   FIFO/LIFO Costs                    Discounts
                                Product Categories


Look-Up Items By Number, Group or Description From One Screen: The lookup window allows you to retrieve items by Item Number, Group Number and Description. Move through the list by using the arrow keys, Page Up and Page Down keys, and the Home and End keys. In addition to the key fields, you choose which of the following to display: Selling Price, Current Cost, Location, Quantity on Hand or Quantity Available.

Display Pictures Of Your Items:You can attach a graphic file, in GIF format, to any Inventory item and Inventory Expert can display it for you. Use this to display any image you’d like associated with an item: scanned pictures, schematics or CAD drawings are examples of some of the images our customers display with this feature. Roundtable Software offers photographic, scanning and image conversion services to assist you in developing your graphic file database.

TSR Mode: Have you ever had a customer request information on an item while you were entering an invoice? With the TSR mode of Inventory Expert, you can view item detail without interrupting your work. It even knows what item you are working with and takes you to it automatically. When done, you can have the selected item returned to the program you were in or you can simply go back without the item number.

Built-In Security: You have two levels of security available in Inventory Expert. You can limit access to specific functions and also suppress the display of costs and sales totals. Authorized users can gain unlimited access simply by entering the manager password. With security, Inventory Expert can provide an “on-line catalog” for your customers while preserving complete access for in-house personnel.
 

Functionality

The Inventory Expert package allows you to view all detail for an item from one central program. Through the use of Alt-key combinations and subsidiary screens, you can access the following detail:

    Allocations                     Discounts                    General Information         References
    Audit Trail                     Warehouses                 Explosions                       Sales History
    Costs                             Serial Numbers            Vendor Detail                  PO Detail
    Product Categories         Qty Sold History          Serial Warehouses          Item Statistics

In addition, Inventory Expert allows you to view Notes for an item. You can also attach a picture to an item (in GIF file format) to allow users to view a picture or drawing of the item. Within Inventory Expert, you can view and retrieve items by Item Number, Group Number, or Description without leaving the main screen. The lookup window of Inventory Expert always displays the Item Number, Group Number, and Description fields and, through the setup program, allows you to select which field from the following to display as the fourth field:

    Selling Price        Current Cost        Location        Quantity on Hand        Quantity Available

You can suppress the display of costs and sales totals as well as limit access to each function individually. Security is provided through a Manager password and the ability to restrict access to specific functions. Authorized users can enter the Manager’s password to gain access to all functions. Once the correct password is entered, that user has unrestricted access to all functions until they quit out of the program.

Inventory Expert provides a Statistics screen which calculates statistical data for each item, such as YTD Average Selling Price, Projected Total Sales, Projected Remaining Sales, Weighted Projected Sales, YTD Profit, Projected Total Profit and many more. The Projected figures are based on the figures in the Item Master; the Weighted Projected figures are based on the Historical Quantity Sold. Both sets of figures are intended to give you a picture of an item’s future sales based on past performance.

Inventory Expert can be accessed directly from within the Roundtable Software Advantage Accounting System through the GoTo window, or it can be loaded as a TSR program before going into the accounting software. Due to memory constraints, you cannot view a graphic file when Inventory Expert is loaded as a TSR.

The best way to determine just how valuable Inventory Expert can be to your business is to download a demo and try it out!
 


Have a question that's not covered here? Please email us.

How do I change the fourth column on the lookup screen? The right-most column on the main lookup screen can display Selling Price, Current Cost, Location, Quantity on Hand or the Quantity Available for any item. This is defined by the user through the IESETUP program. Refer to the manual for details on using the IESETUP program.

Can I add more fields to the main lookup window?  Not to the package as it ships. However, Roundtable Software can customize Inventory Expert to display whatever fields you’d like. Contact us for further information.

What is TSR mode? TSR stands for Terminate and Stay Resident and refers to a program’s ability to stop execution but remain in memory. This allows it to be accessed from within another program. In order to do this, a small “stub” is loaded into memory that is activated whenever a specific key combination is pressed. DOS then suspends the current program and loads the TSR program.

How much memory does the TSR take? In order to run Inventory Expert in TSR mode, you must have at least 550K base memory free before Advantage is loaded. That is, the TSR stub takes an additional 10K above what the Roundtable Software Advantage Accounting System requires. To be sure the TSR can be loaded, download a demo and try it out. The demo’s TSR mode functions exactly the same as the regular program.

When a new version of the Roundtable Software Advantage Accounting System is released, how is Inventory Expert impacted? For normal, minor releases, there is generally no need to change the Inventory Expert software. For major releases, Roundtable charges a nominal upgrade fee.

PURCHASE PRICE:  $295.00


Wright Consultants, Inc.

PO Box 367 ● Pickerington, Ohio 43147

(614) 833-5011 ● FAX: (614) 833-6525 ● Toll Free (800) 863-6859

info@TheWrightChoice.com

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