Add/Change/Delete Items
To open IVM, press <Alt M> ("Menu") and follow the Menu path illustrated below, then press <Enter>, or simply enter <IVM> in the "Enter Program Name" field and press <Enter>.
Note: To secure IVM from inadvertent deletion or changes in inventory quantities, you can set up a passcode in the PASS program. When this feature is active, IVM can be accessed in a "read mode" only, if the passcode is not entered.
If you wish to just secure specific workstations, go to SYStem, Environment, “User’s Station Environment.” On the “Misc.” screen, set “Allow IVM Changes?” to “N.” Viewing IVM will not prompt for a passcode, nor will it lock inventory records. This removes the possibility of the item screen being left open, preventing another workstation from making a necessary change.
Add - Add new items to inventory.
Change/Delete - Change or Delete items on inventory.
Massive Change/Del - Massive stock changes by:
- Category then Author
- Category then Title
- By Title
- By Author
- Vendor Number One (By Title)
Massive Additions - Adds items on inventory by scanning and reading a database.
Chg/Merge Item # - Change an inventory item number.
Build From a File - By portable reader.
IVM Screen 1 - General Information
IVM Screen 2 - Additional Information
Scan or enter an item number. If the number you enter is not found, "No such item on file…" will be displayed. If the item number is found, the inventory masterfile Screen 1 for the item will be displayed.
Enter or arrow down to the field to be changed, and make the needed change. Press <F5> and select Save to save the change(s).
If the item is to be deleted, press <F5> and select Delete. "Are you sure you want to delete?" will be displayed. Select OK to delete, and the cursor will return to the "Item" field for you to continue deleting items. When you have finished deleting items, press <F5> and select the "Exit " option, or simply press <Esc> twice to exit the program.
Note: When in the Change/Delete mode in IVM, you may also change the item numbers, by pressing <F5> and selecting the “Change Item #” option.
Note (Windows Only): When in the Change/Delete mode in IVM, you can jump to another item without saving the item currently being viewed. Simply press <F4> and the following screen will appear.
To jump around in the file, put the cursor in one of the columns, type in where you want to start and the grid will move. For instance, if you are looking for a book by Billy Graham, put the cursor in the Author column, type in “GRA” and press enter to sort and jump to the books by Billy Graham. Select the book you want, press <F5>, and it will be displayed in IVM.
Select the "Listing" option for items to be changed:
By Category-(then Author) - Items will be displayed to the screen in alphabetical order by author within a category.
By Category-(then Title) - Items will be displayed in alphabetical order by title within a category.
By Title - Items will be displayed alphabetically by title.
By Author - Items will be displayed alphabetically by author, in numerical order.
By Vendor #1 (by Title) - Items will be displayed by specific vendor, by title.
After selecting one of the above options, enter the "Parameters" accordingly.
Vendor - Only items from the specified vendor entered will be reviewed. Leave the field blank to review all vendors.
Begin Category
End Category
Note: If you only want one category, enter the same category number in both category fields.
Beginning Author
Beginning Title
Note: Authors and Titles will be listed alphabetically. By entering a starting letter you may begin displaying items in that letter's alphabetical range of the file instead of the beginning.
Field to Change - Select the field you need to change from the list box. (You may type a letter to move in the list box to the alphabetical range you need.)
Select OK, and the inventory maintenance screen of the first item will be displayed with the cursor in the designated field.
Enter the change, select <F5> and Save, and the inventory maintenance screen of the next item will be displayed with the cursor in the designated field.
Work within one category at a time. Choose the category number for items you will be entering. Then enter the minimum/maximum levels you want to stock. The "On Hand" field will default to one (1).
Select OK to go to an inventory maintenance screen. Scan the item or enter the item number. The database will be scanned for the item number. If found, pertinent item information will be automatically entered.
If the information is OK, select <F5> to Save.
If an item that has already been added to inventory is entered, a message window will allow you to add to the on-hand count.
If an item is not found in the database, you are given a blank maintenance screen so the item can be entered manually.
When ready to enter items into another category, press <Esc>, choose the “Massive Additions” option again, and select another category.
Enter the "Old Item/Secondary #."
The title, author, price and category of the item will be displayed, and you will be prompted to enter the "New Item #" and the "New Secondary #."
There are three options:
- Change Old to New, Copy all info from Old & Delete the Old. - This will change the item number and delete the first one.
- Mrg Sales History from Old to New & Delete the Old - If both item numbers exist, the sales history from the first item will be merged with the second item and the first item will be deleted.
- Mrg Sales History from Old to New & Discontinue the Old - If both item numbers exist, the sales history from the first item will be merged with the second item and the first item will be left in the inventory file, but discontinued.
The system also looks for any outstanding P.O.s or Special Orders and changes them as well.
Refer to instructions for portable reader.
Database to Use
Select a "Database to Use."
Parameters
Choose the category number for the items to be entered, and the minimum/maximum amounts you want to stock.
Will show the amount of items found and the amount of items not found.
