 |
 |
 |
 |
 |
|
 |
 |
-
32 Part 3 - Using Quantrac 2005
call history for this jobsite. If you enter a new zone name (not previously established for this jobsite), the system will create a new
equipment zone with the new zone name as entered.
Serialized Inventory…Setup and Operation
Overview:
Quantrac 2005 can manage your inventory of equipment (condensers, coils, furnaces, package units, etc.) through the
creation of a Purchase Order (PO) to final disposition of the equipment at your customer’s jobsite. We have termed
this process “Serialized Inventory”, since it deals only with items you stock which have serial numbers for tracking. In
most HVAC dealerships, this is the largest percentage of capital invested in saleable items. Accurate tracking is and
reporting is required by the successful dealer.
With this feature, you will be able to create a purchase order to submit to your suppliers. When the P.O. is confirmed
(or when the first shipment of items for that P.O. arrives) you will command the system to create a “Receiving Order”
which contains line items for each model ordered. When you enter the serial number of an item…that item is placed
into your warehouse inventory. Finally, when you install equipment into jobsite zones, you will be able to select the
specific inventory item (identified by model and serial number) and move it to the jobsite with a single mouse click.
Reports include:
1.
Items on order, but not received
2.
Items in inventory, sorted by P.O. number
3.
Items in inventory, sorted by vendor
Setting up Serialized Inventory:
In order to function properly, Quantrac 2005 requires initial setup of the following parameters:
Suppliers (your vendors and their mailing addresses and telephone/fax numbers)
Equipment manufacturers (Bryant, Carrier, etc.)
Equipment types (Condensers, Evaporator Coils, Furnaces, etc.)
Equipment generic descriptions (4-ton upflow coil, 5-ton deluxe condenser, etc.)
Equipment model numbers and their prices
Some of the items above in this initial setup will be used throughout Quantrac 2005, but especially in the inventory
package. Don’t worry; if you fail to add items during the initial setup, you can add them at any time in the future, even
while creating new Purchase Orders.
If you haven’t done so already, setup the equipment manufacturers and equipment types by clicking Setup on the
menu bar and selecting lists. Also, enter your suppliers name and mailing address information in the Setup –
suppliers.
Click (from the menu bar)
Setup
…and select
Serialized Inventory
to display this form. This allows you to enter
each manufacturer, equipment type, model numbers, and prices of every type and brand of equipment that you may
purchase for inventory under a P.O. number.
Select the equipment manufacturer from your preset list. If the manufacturer’s name is not in the list, you can enter
new manufacturers by clicking the Edit
button in the lower left-hand corner of the
form.
1.
Select the Equipment Type from the list.
2.
Enter the Model Number and your cost of
the equipment.
3.
Proceed through your distributor’s price
books for every serialized equipment
model that you normally purchase.
|
 |
|