invent!ory ULTRA Version 9.7

Web-based DEMO Installation Guide

 

u DOWNLOAD. Download Setup97.exe to your PC Desktop by clicking this link —> DownloadULTRA97DEMO

 

 

Click the “Save” button and save it to your

PC Desktop.

v INSTALL

 

w NEW ICON

 

i  

This setup97 icon (left) will be downloaded to your desktop.

 

Click it and install to the default folder, C:\program files\invplus.

 

Note: If you receive error 1911 during the install, click "Ignore"

This new icon (left) will appear on your desktop.

 

Note: You are DONE! Click the v9.7 icon and begin.

 

 

xHow to Begin the

DEMO

 

 

 

Click the "SIGN ON" button to go to the Main Menu;

 

 

The demo has one supply item, one vendor, and one Purchase Order already added.

You can add a limited number of additional items before the system will shut you out.

 

 

Play around. Use Online Help.

You can see most of the functions just by playing with the main menu items.  Check Main Menu | Online Help and follow the steps in Chapter 2 to setup your inventory.

 

.

 

 

Tips to try

1. Log out some for several supply items to different department then. . .

(Main Menu | Supplies | Single Item Update | Log Out Button)

 

2. Run the Usage-byDepartment Report to show the charges to each department.

(Main Menu | Reports | Transactions |Usage-by-Department Report

 

The UBD report is typically run each month and sent to Accounting so they can charge the expenses agaisnt each department's budget.

 

3. Add a New Purchase Order and Print it.

(Main Menu | Purchase Orders | Add New PO)

 

4. Issue a Special Order for a non-stocked item for a department.

(Main Menu | Special Orders | Add)  or just hit F5.

 

Special Orders are non-stocked items that you orders for departments usually on a one-time-only basis.

 

5. Check out Requisitions PLUS to allow your departments to order supplies and special orders online.

(Main Menu | Requisitions PLUS |Submit Requisition

 

6. Then fill the online requisitions with one click. Save input time.

(Main Menu | Requisitions PLUS | Fill OPEN Requisitions)

 

 

 

 

Call or email us if you have any questions. Our hours are 9:00 to 5:00 CDT Monday throught Friday.

 

Koehler Software, Inc.

27 Pebble Beach Dr. Suite 100

Little Rock, AR 72212

501-225-1282

or

 koehlersoftware  @comcast.net

© 2007, Koehler Software, Inc.