invent!ory ULTRA 2010 / 2013 Online Help

Version 2010. Build 338 (12-31-2012); Version 2013: Build 391

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Basics

Advanced Topics

 

@2010PencilsChapter 1  Setup

Setup-Single User

Setup-Network

Sign On Screen

System Administrator Functions

Main Menu

Taking a Physical Inventory—Ugh!

IT Notes on ULTRA

 

Chapter 2  Supplies

Adding A Supply Item Record

Editing Supply Items

Single Item Update of Supplies

How to Fetch Items to Update

Your First Log In

Your First Log Out

Digital Images: AutoLoad

Digital Images: Manual Load

Supplies: Search and Replace Editing

Archiving/Un-archiving Supplies

 

Chapter 3  Special Orders & Vendors

Special Orders

Special Orders: Edit/Delete

Vendors

Popup Vendor Screen

 

                                     

Chapter 4  Purchase Orders

PO Basics

PO Basics: Bill/Ship Records

Adding a Bill/Ship Record

Adding a New PO

Printing a PO

Printing a PO Batch

PO Lines: Simple Editing

PO Lines:Deleting/Readding

PO Lines: Adding Non-Stocked Items

PO Lines: Text-Only

Issue a "Standing PO"

MCj00787940000[1]PO Lookup

PO Line Lookup

Archiving POs by Range

 

Chapter 5 Reports

Reports

Emailing a Report or PO

On Hand Balances Report  any past date

 

Chapter 6 Batch Update

Batch Log Ins

Batch Log Outs

Editing & Deleting Batch Lines

Backorders

 

         

Edit Backorders

Filling Backorders

 

Chapter 7 Transactions

Edit Transactions Grid

Research PLUS

Search Transactions and Replace

Archiving Transactions by Range

 

Chapter 8 Requisitions PLUS

Req PLUS: Overview

Submitting Requisitions

Edit/Delete Open Requisitions

Filling Open Requisitions

Submitting REQ Special Orders

Filling REQ Special Orders

Approving Requisitons

Req Plus: Other Functions

 

Chapter 9 Utilities & Miscellaneous

Utilities Overview

Reset Reorder Points

AutoCalc Scan

Graphs

Grid Basics

UserInitials

Export to Excel

Change Printer Utility

 

 

Chapter 10 Adjusting Supply Values

Adjusting Supply Values: Overview

Undoing Transactions

Editing Log Ins and Out: Overview

Editing Log Outs

Editing Log Ins

Adjust Dollar Value

Returned Item Adjustments

Batch Physical Inventory Adjustments

Rollback Editing

 

Chapter 11 Supply Kits

What are Kits?

Kits Add/Edit/Delete

Logging Out Kits

 

Chapter 12 Record Retention

Record Retention: How It Works

Record Retention: Adding

Record Retention: Editing

Record Retention: Dashboard

 

Archiving vs. Deletion

Archiving / Unarchiving-Overview

 

Version 2013 New Features

PO Editing –in-the-Grid

ULTRA BuildsFixesEndhancements

 

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