New Change

New Feature of Stock

A new feature of stock audit is available in the stock control menu of Concept Patterns. This allows the users, especially managers to quickly monitor who changed specific stock lines.

This makes stock control easier and more convenient: all you need to do is highlight the stock line that you want to view changes for, and then press the "Changes F7" button to see the changes. Individual field changes are identified. The example of audit window is showing below:


Amalgamated Stock Levels Report

This new report provides a more convenient and informative way to check stock usage and stock level of selected sheet types and sizes, and to create new purchase orders.

Sheet Sizes used in optimisation are maintained from the Sheet Stock Types screen using the Reorder button. The trigger for any sheet type and size to be included on this new report is to have an entry in the Reorder screen along with a Sheet ReOrder level. Access this via Master Files -> Products and Sheets -> Sheet Stock Type. In the following example we chose 5mm Clear Float and selected 'ReOrder'. The following is the reorder details window for this.

The first two fields are related to the Amalgamated Stock Levels report. After setup this, escape to the main menu and access Reports -> Stock Reports -> Amalgamated Stock Levels.

This report provides the stock details of each sheet type, which is shown below. There are two types of lines on this report, sheet types and size lines, and details of Purchase Orders. Only the Sheet Type and Size lines are selectable.

The Available Sheets column represents Stock less allocations for Wholesale sales that have not been invoiced yet and less stock sheets used on cutting lists that have not yet been updated. The columns marked MinQty and ReorderQty are straight from the Reorder screen for a displayed sheet type and size.

The Purchase order information shows a summary as well as the details.

Usage (F2)

This shows the details of the optimisation history of this selected sheet type.

The Usage report shows three sections showing WholeSale sales (Stock Sheets, Case, EndCaps Sales and CTS Stock Sheets broken), Hand Cut updates and finally optimisations.

Create Purchase Order (F3)

This function allows an operator to create purchase orders for this sheet type and size. First, it will show the details of latest purchase orders (e.g. Supplier, Price, Purchase Order Number, etc) at the top followed by a list of all other suppliers.

Select the supplier that you want to create purchase order with. You will be presented with a Purchase Order entry screen for the details. Enter and save this and then enter the details. If a glass line is entered, the size, sheet type, and pack size as well as price for the selected supplier are presented as default values. Once the purchase order has been created it appears back on the above stock report.

Stock (F4)

This function links to the sheet stock screen, which can be accessed from Stock Control -> Sheet Stock.

In conclusion, this report gives the ability to monitor the whole stock level of different sheet type, and also make the purchase process much easier and more effective.

New Button - Quick Price - on Hotkey Menu

A new function called Quick Price is available in the hotkey menu of Concept Patterns. This allows the user to quickly check the prices of a selected customer for sheets, processing, sundries, products, and DGUs/IGUs.

This makes the price checking more convenient and time-saving: you don't need to escape from the current screen, navigate to another sub-menu, and then come all the way back. Now all you need to do is press Alt+F1, and select the customer and the type, the current price and line value is presented. To return to your previous screen you were working on, press ESC twice.

Commission Calculations for the External Job Scheduler

A commission scheme is incorporated now, which allows employees or contractors to earn commissions for every visit they carry out to do measuring or installations.

Please follow the following steps to set up this new function:

1) Access System Utilities -> Configuration -> Employees, and apply a new setting to Job Installer to identify those that do installation work.

2) Go to Quotes and Select ‘Categories'

(a) For each category (also known as Job Types), select ‘Visit Types' and set up types like Measure Up, Glazing - but use unique codes for each one so that two categories do not share the same one. For example, you could use SHGLAZ and SBGLAZ to differentiate between Shower Glazing and Splashback Glazing.

(b) Then use the ‘Schedule' button to see the descriptive dates and edit them so you can apply the correct visit type

3) When you assign a job to the schedule and have processed your choices of visits required for the job, you can use the new button ‘VisitParts' to identify the order lines that the installer will be installing or measuring. If you don't use this button then it will presume that all parts are to be done on the visit. The commission calculations based on area and panels use this information to determine the total commission per visit.

4) Setting up commissions.

Access System Utilities -> Configuration -> Employees again, and for the installers, use the ‘JobCommission' button to see the Job Types. Select any one of these and you will see a list of the visit types for that job type and this is where you can set the type of commission method and amount. Just fill in one of the rates.

5) Payment report and exporting to excel.

It is a powerful way of seeing for any date range, all installers with amounts due/already paid. You get a choice to export to a tab-delimited file for processing elsewhere, or by pressing ENTER on any installer you see their payment management screen. You can use ENTER to select/deSelect an order, and F2 to save the choices. If you want to print out, you can press alt-P to do so.