Purchasing Master Control Settings

These settings affect how the Smart Retailer will behave when purchasing or receiving product. If you do not use the program to receive product, purchase product, or produce barcodes, you should skip this section.

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**Setting and what it does**
Setting	What it does?
Default lookup sequence when buying (I,D,C,V)	The product lookup screen by default displays inventory in sku number sequence, (I). Although you may instantly switch from one sequence to another while using the product lookup, it may however be desirable to have the lookup default to vendor (V), description (D), or category (C) sequence when performing purchasing functions.
Immediate 'get near' when using lookup for buying?	After entering the product lookup screen the program by default displays inventory data and waits for the operator to take action. One action, the 'get near' feature, is invoked by pressing the 'G' key to allow the operator to enter the first few characters of the sku number or description to make the lookup screen move to that section of your inventory list. By setting this prompt to 'Y' the product lookup will immediately issue the 'get near' thus saving a keystroke.
Round suggested buy qty when purchasing? (Y/N)	This setting may be used when the purchasing unit of measure is different than the selling unit of measure. If you sell a particular item by eaches (EA) and purchase by the case, the 'Units in pack' field in the inventory master record would contain the number of eaches to a case. The purchasing module allows you to purchase in either selling or buying unit of measure, however when the when the units in pack field has a value other than 1 or 0, the purchasing module assumes that you want to use the buying unit of measure. Lets assume, for example, you sell by eaches and purchase 24 to a case and you set this setting to 'Y'. When entering this item for purchasing, receiving, or producing a reorder list, the suggested case quantity will be rounded up or down to avoid odd numbers of items to be purchased. If the Smart Retailer determines that you need to purchase 27 eaches, the suggested case quantity will be one (24 eaches). If, however, the program determines that you need to purchase 39 eaches, the suggested case quantity will be two (48 eaches).
Ask for cost when receiving/purchasing? (Y/N)	When receiving or purchasing you may have the Smart Retailer ask the operator to verify or change the items cost each time the product is received.
Allow price change when cost changes? (Y/N)	If set to 'Y', during purchasing or receiving when an items cost is changed, the operator may also optionally change the items pricing.
Use vendor part number when purchasing (Y/N)	Many businesses, especially in the area of purchasing find that using the vendors part number is more convenient than using the in house sku number. If this option is set to 'Y', you may enter vendor part numbers when purchasing.
Display price or cost on receive order (P/C)	If you don't want employees that are responsible for marking and stocking inventory to know what you pay for products, you can set up the system to print the selling price on your receiving documents, otherwise the product cost is printed.
Reorder A)t or B)elow reorder point (A/B)	The reorder listing produces a report reflecting items that need to be purchased. It makes this determination by looking at the current on hand quantity and comparing it to the reorder quantity. If set to 'A', the item will appear on the reorder listing when the on hand quantity is at or below the reorder point. If set to 'B', the item will appear on the reorder listing only if the on hand quantity is below the reorder quantity.
Freeze description when purchasing (Y/N)	The purchase order line item screen allows the operator to scroll the screen left and right to view or change information. The description for each item can be frozen on the screen so that all data will move except the description. The default is set to 'Y'.
Percentage of extra barcode labels to print	When receiving products, you may have the Smart Retailer automatically produce extra barcode labels for product. This is sometimes done because a label may not be readable or a label could be accidently damaged by the personnel responsible for tagging the product.
PO print format: Full or Simple? (F/S)	The full format prints order, receive, backordered, pending, and received to date quantities. Many users and some vendors find this confusing. The simple format shows only the order quantity.
Number of detail lines on a PO?	To compensate for default margins that some printer manufacturers impose, you may designate the maximum detail lines to print on a purchase order before a form feed is issued. If you find that extra blank pages are printed, adjust this setting downward.
Include style, size, and color when printing PO's	If set to (Y) an additional description line appears under each item showing the style, size, and color of the product.
Suppress printing costs when printing PO's	Some business owners are sensitive to product cost information being available to employees. If set to (Y), costs are not printed on purchase orders.
Security password for vendor info. access?	Some business owners are sensitive to vendor information being available to employees. If set to a user defined value, this password must be provided before any attempt to access vendor information is permitted.
Allow change to Sku# when on order? (Y/N)	The product Sku number may be changed prior to receiving if no quantities are on hand or committed. This can be handy if you have no way of knowing the UPC code for an item prior to actual receipt of the product.
Automatically update from receive product? (Y/N)	The receive product screen normally prompts the user to specify if the attached product quantities being printed should be updated within the inventory files. Most businesses set this to (Y), however if you sometimes print for a select group of products you may want to use the (N) setting.