invent

Batch Log Ins

The major benefit of Batch Update is speed! A unlimited number or "batch" of log ins or log outs can be input and posted in one session with 50% fewer keystrokes per item than in Single Item Update.

There are three batch functions: batch log in, log out and physical inventory adjustments. We will start with Batch Log In.

First, we choose Main Menu | Supplies | Batch Log In (or hit the F6 key) to load the Batch Input Screen.

u Fetching the Item

There are three ways to fetch an item in Batch Log Out: By Serial Number, By Item Name and by Keyword Search

Note on Item Name Checkbox"

If "checked" then both list boxes are in ALPHABETICAL ORDER by Item Name.

If "unchecked" then both listboxes are in SERIAL NUMBER ORDER.

Note: Item Name checkbox (above) is "unchecked" so both listboxes are in SERIAL NUMBER ORDER.

By Serial Number

1. Select an item from the "dropdown" list

(Click the down arrow to open listbox )

2. Type Stock Number in the input box and hit [Enter]

Example:

3, Find by ID (i.e. record #)

Enter the record number and click

Note: Item Name checkbox (above) is "checked" so both listboxes are in ALPHA ITEM NAME ORDER

By Item Name

1. Select item from "dropdown" list

2. Type in the first several letters of the item name and the click .

Note:

Eliminates scrolling down a long list.

Unchecked: Find Any Fragment

By Keyword Search Method:

Displays any item that has “FOR” anywhere in the item name.

To “fetch” an item in the list,just click it.

Note:

After you enter the search fragment, you may either hit [Enter] or click the “Keyword Search” button to display the search results.

Checked: Find All Beginning With Fragment

Here, if you check the box and then click the “Keyword Search” button, the listbox displays any item name that begins with “BI”

v Entering the Units, Price and Vendor.

Units and price are entered directly in the text boxes. Vendor # can be entered or scanned for as shown here.

Click this button to add the log in to the batch.

Here (below) is our batch after we have added the first log in to the batch grid.

w Posting the Batch.

We will add three more log in items and then post the batch. By "posting" we mean to "log in all batch lines at once."

If you wish to edit or adjust any of the log ins rows in the batch, see Editing/Deleting Batch Lines

Click to post the batch by clicking.

x Printing the Batch Log In Report.

We're almost done. Now we want to show a summary of what we've done.

Select the “Print” button to view / print the batch log in results.

Here (below) is a standard Crystal report showing the results of the batch posting.