IVHR - HISTORY ROLL
BSMGR keeps record of weekly and monthly sales, the History Roll is run weekly and/or monthly. IVHR - History Roll will bring up the following message.
M E S S A G E This program is
designed to be run at the |
"N" - Will exit the program.
"Y" - Will bring up the following options:
O p t i o n s
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NOTE: Run Option #1 = Monthly Roll each month until you have six months sales history. Then you may run Option #2 = Monthly Roll with Stock Changes. The Monthly History Roll with Stock Changes looks at the last six months to figure the stock changes. From then on you may run a monthly history roll with stock changes every month.
1 = Monthly Roll - Will take the month-to-date sales and transactions and put them on the month you have chosen to roll and clear the month-to-date sales and transactions. After entering Option 1 = Monthly Roll, you are asked to enter the month you want to roll. Normally, you will run this program on the last day of the month or the first day of the next month. Choose the month just completed. Monthly Roll does not affect Weekly Sales totals.
IVHR #2 = Monthly Roll with Stock Changes
2 = Monthly Roll with Stock Changes - Will take the month-to-date sales and transactions and put them on the month you have chosen to roll and clear the month-to-date sales and transactions. After entering Option 2 = Monthly Roll with Stock Changes, you are asked to enter the month you want to roll. Normally, you will run this program on the last day of the month or the first day of the next month. Choose the month just completed. The Monthly Roll with Stock Changes will analyze the last six months sales for items that have been in stock for a minimum of 176 days. The analysis adds together the quantity sold during the last six months, multiplies by two, to get the estimated sales for the next year. Once the estimated sales have been determined, the computer compares the actual turnover against the desired turn-over listed in the SYStem Configuration, #5, Lines 108 thru 115. The computer then analyzes which items should be lowered or increased in the maximum to stock field.
A suggested list of items that need stock increases will be printed, showing the maximum level change needed. The changes in maximum stocking levels increases are made at the discretion of the individual.
Following the print-out of suggested stock increases, there will be an overstock list. If items need to be lowered, the computer will automatically change the maximum stocking level requirements. Maximum stocking level requirements will not be taken lower than one unless the item is not sold the number of quarters set in the SYStem Config File, #5, Line 716. If not sold during that time, the maximum stocking level will be taken to zero. If you have set the SYStem Config, #5, Line 706 - IVHR to Delete Discontinued Out of Stock Items? to "Y", then the item will be deleted the next time IVHR Option #2 is run if you do not have any on hand. If the maximum stocking level is at zero with an amount on hand and the item has been sold, it will print on the overstock report with the suggested amount to stock in the maximum column.
Note: The Monthly Roll with Stock Changes does not affect Weekly Sales totals.
The Inventory Increases Needed and the Inventory Overstock reports are the same format except the heading.
ETC.................................................................................................... |
The report will show each item number, title, author, vendor, category, maximum stocking level, in stock/on hand, on order, back order, date last sold, date first received, and the sales for the last six months.
The current is the Month to Date and will be put on the month chosen when IVHR is run. 1MO is the next month back from the month just completed. 2MO is the second month back from the month just completed. 3MO is the third month back from the month just completed. 4MO is the fourth month back from the month just completed. 5MO is the fifth month back from the month just completed.
Note: Items that have "N" or "2" in the analyze field on inventory maintenance for the item will not be analyzed or deleted.
Categories with an "X" after the Department on SYStem Config File, #2 - Change 199 Categories will be exempt from being analyzed or deleted from inventory.
Items that are not 1 to a package will not be analyzed or deleted.
Items that have the multiples field set to "Y" or "K" will not be analyzed or deleted.
SYStem Config File, #5, Line 706 - IVHR to Delete Discontinued Out of Stock Items? "Y", all items, except the above exceptions, will be automatically deleted. "N", items will not be automatically deleted.
3 = Weekly Roll - Will roll the Week #1 Sales to Week #2, Week #2 Sales to Week #3, etc. Week #1 Sales are entered as the items are sold. The number of sales will remain in Week #1 until the Weekly History Roll is run. This option should be run at the end of each week to keep track of weekly sales. Eight weeks sales will be shown if the program is run each week. Weekly Roll does not affect Monthly Sales totals.
Note: The Weekly Roll must be run if you are choosing to run the IVWO - Work Order Report for items that have sold the last week or the last two weeks.