Software Efficiencies Training

DST Training Conference

Nashville, TN, -April 21st and 22nd

Trainer: Jeff Dobyns

Software Efficiencies

• Interfacing Your Data with Excel• Upgrades U2005.1, U2005.2, U2005.3, U2006.1• Shortcuts• FAQ’s• Q & A• Evaluations

Interfacing data with Excel

• Why do it?• System Requirements• Creating the Reports• Finding the Files• Excel Import Wizard• Working with the Data• Save-As for Future Reference• Hands-on (common reports that really pay off to FT)

Interfacing Data with Excel

• Why you want to take advantage of this functionality– Integration Possibilities (EX: mail merge

Corp/Vendor pricing programs -EVAP05 , SPS06 & M-5.9 , M-5.33), LPC multipliers

– Saves Paper/Printer/Piece of Mind– Reporting Flexibility

• Change sorts• Add calculations• Sample Report

Interfacing Data with Excel

• System RequirementsConnectivity to Network/TelnetSetting Up the Folder on the PCReport Requirements

• AccuTerm 2K2*• Must run on PC• PC must have folder

on C:\ drive named <<PICK>>

• EX: C:\PICK

System Requirements

Interfacing Data with Excel

• Creating the PICK folder– Right-click my computer – Click explore– Click and expand the C:\ drive– Right-click on the contents of the C:\ drive and

then click NEW, then New Folder– Name the Folder “PICK”

Interfacing Data with Excel

Interfacing Data with Excel

• Creating the Reports– What gets created– Where to find it

• C:\PICK\FT.TXT

• Instead of selecting printer or taking the default - use ‘FT’

Interfacing Data with Excel

– Sample Transfer

Interfacing Data with Excel

FT- Find the file

• Browse to your PICK folder on the C:/drive and find the file ‘FT.TXT’

• Open in notepad, word or excel.

• May need to use import wizards built into programs.

Interfacing Data with Excel

• Finding the Files– What to do with it

NotepadWordExcel

Interfacing Data with Excel

• Excel Import Wizard

IDwE -Step 2

IDwE -Step 2-Lined Up

IDwE -Step 3

IDwE –Sample Import

• Excel

Interfacing Data with Excel

• Working with the data– Save-As for future reference– Sorting the Data– Calculations

Interfacing Data with Excel

• Hands On (some common reports to FT)

– M-11.17 Customer Average Sales Per Invoice

– M-11.10 List of items sold for a customer (by vendor)

– M-12.2.23 Customer list

– M-12.2.37.2 Mailing List

– M-12.3.22 Product Pad

– M-19.7a or 7B Inquiry by Product or Customer (hardcopy option)

– M-12.2.42 Mail Merge

Interfacing Data with Excel

• Menu 20.29 –Download Hold Entries (FT)

• Mail Merge Doc/List pricing notification– M-12.2.42 List Price Multiplier Report

• FT’s cust#, name, address, city, state, zip phone, fax and multiplier

– Sample Letters to review• Letter 1 Letter 2 Letter 3• Merging with letters• Review Mail Merge Doc

– http://dstdocs.sitemax.com/utilities.asp

Interfacing Data with Excel

Break Time!

15 min break

Upgrades

• U2005.1, .2, .3

• U2006.1

• Upgrade Docs– http://dst.sitemax.com/upgrades.asp

• Shortcuts

Upgrades U2005.1

• U2005.1– Open quote notification– AR– Invoice totals by operators– File Maintenance– EOD Reports– Inquiries– Parameters

Open Quote Notification –U2005.1

• There is now a way in which counter or sales people will be alerted when an item has been quoted to a customer and put into the Database system.

• When accessing a customer account, if that item has been entered in as a quote, a message saying, "This item is still open on quote number (8 digit number)" will appear at the bottom of the screen.

• At this point, two things can occur. You can back out of the order, look up that quote, convert that quote to an order and proceed, or you can continue in order entry with the order. However, if you do not go back afterwards and cancel the quote, every time that one part number is entered in that specific account, the message will come up telling you that it is still on a quote.

• **Refer to http://dstdocs.sitemax.com/param_35_9.asp for instructions on turning this message off.

Accounts Receivable –U2005.1

• M-4.2.39• The purpose of this new menu path is to all users access

to AR batches from pervious periods (within the last 120 days).

• Option for summary or detailed data. Summary data will produce output limited to the batch number, the batch total and the write off amounts: If you choose detailed output, the batch number, the invoice number, the customer, number, the customer name, the reference number, and the posted amount will display. This is best viewed on the printer instead of the screen. If you choose screen display, CTRL-X will terminate the report.

Invoicing –U2005.1

• Menu 11.18 Invoice Totals by Operator

• This menu displays invoice totals by operator or salesman#, by company and selectable by beginning and ending period.

File Maintenance –U2005.1

• 12.3.2.3 Product Detail Maintenance

• To allow your system to accept the Corp transmitted information for either the Serialized Product or the Taxable Flag, set the parameter to "Y" on m-35.6 screen 2, Fields 15 and 16. Go to menu

• 35.6 - Parameter File Maintenance to view the complete instructions.

File Maintenance –U2005.1

• 12.2.2.2 Flagging of Customers that do not want prices printed on Pick packs or Invoices

• Use Menu 12.2.2.2, field 16 if you have customers that prefer not to have pricing on their pick packs or invoices. Enter a 'P' in field 16 if you do not want pricing to appear on a customer pick packs. Enter 'I' if you do not want prices to print on invoices. Enter 'B' if you do not want prices to print on pick packs or invoices.

EOD Reports –U2005.1

• 16.5 EOD Report X-ref New EOD report #154 "UNFINALIZED ORDERS - REINVOICED AT A DIFFERENT TOTAL"

• This new report not only shows you the invoices that were unfinalized the day before, but also if they were re-invoiced with a different dollar amount.

• Each release is separated by the line (***************************)The first time the release is shown is the re-finalized release.The second time the release is shown is the originally finalized release.As you can see on this example, after the first release was unfinalized, several items were added to it before it was re-finalized.

Inquiries –U2005.1

• 19.6 View Quotes from Stock Status

• Able to view quotes from Menu 19.6 Stock Status Input the part number in Stock Status…Input 'Q' at the prompt and a list of all open quotes for that part will appear.

Parameters –U2005.1

• 35.6 Parameter File Maintenance (screen 2)• New Parameter to control new Corp PTRANS

Fields: Serialized Product (m-12.3.2.3 Field 14. SERIALIZED INV) &Taxable flag (m- 12.3.2.3 Field 17. TAX FLAG)

• 15. Update serialized inventory flag from Corp price trans and 16. Update taxable product flag from Corp price trans.

• If you want to accept Corp.'s transmission, enter a Y. If you want to ignore Corp's transmission, enter an N (or leave blank.)

Parameters –U2005.1

• 35.10 Automatic Monthly FTP of Complete Mailing List

• This will automatically transmit your mailing list to corp. Begin by setting your parameters in menu 35.10. Set Field 7 to “Y” and in Field 8 enter the day of the month you want the mailer to transmit. The mailer will automatically transmit to corp during EOD processes the night after the day entered. Keep in mind that you still need to meet corps deadlines for accepting the mailing list. The date entered needs allow for weekend/holidays situations. DST recommends the 20th.

Parameters –U2005.1

• Menu 35.19.8 Event Notification of customer back orders or special orders to purchasing agent

• This program will notify the person you choose (purchasing agent) to receive an email notification of any items back ordered for your customer from anyone taking a customer’s order. The notification is immediate so the purchasing agent can react immediately to fill the order.

• Begin by going to Menu 35.19.8. Enter the company store number (i.e. 01, 02 or 03) Select the line number and enter the email address of the person you would like notified. You can have multiple recipients. An email will be sent in the following format.

Upgrades U2005.2

• U2005.2– Order Entry/Invoicing– Accounts Receivable– Inventory Control– Vendor Sales Analysis– File maintenance– EOD/EOM– Inquiries– Lock Maintenance– Parameters

Order Entry/Invoicing –U2005.2

Menu 1 - Order Entry & Invoicing• Menu 1.2 - Order Entry - New Prompt for MSDS sheets.• Menu 1.2 - Order Entry - New Standard Pack (SP)

display.• Menu 1.2 - Order Entry - Collecting money from

customers paying at the counter for prior days invoices.• 1.36 - Email Invoice (No Linux Server) - Will now be able

to email invoices to customers, for stores currently not on Signature Capture.  Enter release number or invoice number (11-digit).  Enter an email address to send the invoice to or return for the customer's email addressed listed 12.2.2.2, field 17. Sample invoice

Accounts Receivable –U2005.2

Menu 4 - Accounts Receivable• Menu 4.1.2 - A/R Adjustment Entry - Trans Type field can no longer be

adjusted• Menu 4.1.3 - AR Posting - alert added for a journal entry to accompany any

Misc. AR posting• Menu 4.1.9 - Credit Manager Inquiry - Aging Buckets - Users can chose

whether their system ages based on invoice date, due date or as is (from end of month). This will be parameter driven and will affect the aging buckets in 4.1.9 and aging reports.

• Menu 4.1.9 - Credit Manager Inquiry - Additional fields have been added to the header.  Signature Capture users now have the ability to send a special message when emailing an invoice.

• Menu 4.1.10 - This is a non-functional menu path and has been deleted• Menu 4.1.13 - Search AR History by Check # - Listings of paid invoices can

be viewed by check for a particular customer.• Menu 4.3.2 - This is a non-functional menu path and has been deleted• Menu 4.4.4 - Dunning Letter Form Print - invoice detail is now attached

Inventory Control –U2005.2

Menu 8 - Inventory Control

• Menu 8.4A - Inventory Adjustment Value Report - This report has been formatted for FT to be imported into Excel. 

• Also now an EOM report which lists all the stock adjustments made for a month. EOM.XREF 01-126

Vendor Sales Analysis –U2005.2

Menu 11 - Sales Analysis

• Menu 11.4.20 - Vendor Sales Inquiry

• Menu 11.4.21 - Combine Product Sales Inquiry

File Maintenance –U2005.2

• Menu 12 - File Maintenance• Menu 12.10 - Port Control - If there is a printer number in the LABEL

column, all the bar code label print programs will now use this printer number instead of the default printer by company in Menu 34.9.

• Menu 12.1.18 - ROP Password Maintenance - Maintain ROP password for Menu 27.5, field 5 and Menu 12.3.2.3, field 3.

• Menu 12.2.11 - Terms Maintenance• Menu 12.2.13 - Ship Code Maintenance -  New version will prompt

to update COMPANY record Will Call Ship Method, if the Ship Type is '1' (counter). Will also prompt for the specific company number to update. 

• Menu 12.3.2.3 - Product Detail Maintenance - Re-order points are now password protected.

• Menu 12.3.35 - List of Possible Duplicate Items - Replaces the Galaxy report on your system.  This report will list "potential" duplicate items based on the vendor description. 

EOD/EOM –U2005.2

• Month-End

• Month-End - Composite Sales Tax Jurisdiction Report

• EOD/EOM Cash Reconciliation Report– sample

Inquiries –U2005.2

• Menu 19.6 - Stock Status & Menu 19.14.10 Vendor Buying Information - Vendor website link (VL) shortcut from stock status

• Menu 19.6 - Stock Status - Freight Terms now appears in Vendor Buying Information Inquiry.

• Menu 19.6 - Stock Status - "D" now appears next to Order Qty to indicate Dropships

Lock Maintenance –U2005.2

• Menu 20.2 - Unlock a locked receiver from Menu 34.1 Purchase Order Receiving.Now, when a receiver becomes locked, use m-20.2 to unlock.  Only use m-20.2 if you know that this receiver is not open on another terminal and has not been updated through menu 34.2.  Go to menu 19.7b to confirm that items from the receiver have not been updated.

Parameters –U2005.2

Menu 35 -  Parameter• Menu 35.3, Field 5 - Clear 100 Lot on B92, B93,

B94,B95, L96, L97, N98• Menu 35.6, Screen 2, Field 18 - Parameter File

Maintenance - Users can chose to have their system age based on invoice date, due date or from end of month.

• Menu 35.6, Screen 2, Field 20 - Menu 4.1.9 1)<Enter> = Next Page 2) <Enter> = Totals

Upgrades U2005.3

• U2005.3– Order Entry/Invoicing/OE Reports– Accounting Registers– AR– Price Maintenance– Inquiries– Utilities– Parameters

OE/Inv./OE Rpts –U2005.3

• When an item is assigned to multiple warehouse locations, all locations will print on the Pick Ticket.   This feature (only) of the upgrade will need to be manually installed for your store. 

• The Customer Name character space has been extended in the Customer Lookup Screen.

• When printing a laser quote, the disclaimer "This quote will be honored for XX days from date shown above" now prints on the bottom of the quote.

• Customer certification information is now printing on invoices that list a product requiring certification.

OE/Inv./OE Rpts –U2005.3

• Menu 2.23 Open Quotes by Customer  - There is now the option to select a printer in menu 2.23, this allows for greater flexibility in printing this report.

• Menu 2.27 - Order Entry Audit - When a credit override is authorized the system will now capture the name of the person who is making the override.

Accounting Registers –U2005.3

• Menu 3.1 - Daily Invoice Register - A date prompt has been added to select a range of invoices based on date.

AR –U2005.3

• Menu 4.1.9 - Credit Manager Inquiry  • When using the 'L' Lookup option in 4.1.9, the

Lookup screen now displays the AR balance in the last column.

• AD -Users can now get to the AR Adjustment Menu (4.1.2) from within Menu 4.1.9 by typing in 'AD' at the last screen.

• Menu 4.4.2 - Dunning Letter Edit Report - An additional column has been added to the report that shows customer ranking as either A, B, or C as an additional tool to use in assigning Dunning letters.

Price Maintenance –U2005.3

Menu 5.2A - Bulk Copy/Delete - This system will now file transfer both reports.  Previously, this menu would only file transfer the second report, overwriting the first report. 

Menu 5.17 - Price Book For A Customer - At this menu the following new prompt appears:  New Price Book to Include Menu 5.33 Pricing (Y/<enter>).  Enter 'Y' at this prompt to get the new report.

Menu 5.33 New Customer Pricing Matrix  • Enter a "Y" in Menu 12.3.2.2 (Product Master Maintenance), field

21, if you want the pricing in Menu 5.33 to always be used, even if the price in 5.33 is higher than the price in field 14. EACH PRICE.  Also, when you set this flag to "Y", the flyer pricing will be blocked, and you will not have to block the Corp transmission update of this product's price. 

• Menu 5.33 will give users the ability to set pricing or discounts for 'ALL' vendors as well as a specific vendor.

Inquiries –U2005.3

Menu 19.1 - Customer Orders Not Purged - The purged orders will now sort based on order date and not order number.   

Menu 19.6 - Stock Status • After entering an item, users can now select "P"

to view all programs/customers that have special pricing on the item.

• The stock status last cost change will display when cost/price changes happen during the EOD Corp transmission.

Utilities –U2005.3

• Menu 20.29 - Download Hold Entries (FT) - This menu will file transfer the last report in the system that was printed to the spooler.

Parameters –U2005.3

Menu 35.10 - EOD Update Parameter Maintenance - In field 10, users now have the ability to Download Corp Invoices at 5am.  Answering 'Y' will tell the system to wait and download Corp invoices at 5am local time.  Answering 'N' or leaving the field blank will tell the system to download Corp invoices during the EOD process.

Menu 35.20.4 - JS Webstore Account Maintenance - Additional email address fields have been added to Account Maintenance, menu 35.20.4.  This option will allow the setup of additional email addresses; these email addresses can be different email address at the store or for a customer.  For example: if you want one of your salesman to see orders placed on specific customer accounts they are working on, or the AP department for the customer.  These emails addresses can be added using menu 35.20.4.

Upgrades U2006.1

• U2006.1– Inquiries– Inventory control– Order Entry/Reports– Pricing– Printers– Sig Cap– Fax/email po’s/quotes

Inquiries –U2006.1

Menu 19.6 – Stock Status

• Lost Sales can now be recorded in Stock Status. The {qty}L option has been added. To record a lost sale type in the quantity lost followed by an L (1L). 

• Note: the ‘LS’st feature is still available for selection by typing in ‘?

Inquiries –U2006.1

Menu 19.6 - Stock Status• In Stock Status, type ‘SP’ to bring up the Sharepoint

options. The DC Inventory Stock Status feature has been added in Field 20. Selecting this option will take users to the Corp DC Inventory Stock Check screen.

 Menu 19.7B – Inventory Transaction by Product• Stock Status (Menu 19.6) now allows users to search

transactions by Adjustments (ADJ), Purchase Order Receipts (POV), and Invoices (INV). To see the new options enter a product in Stock Status, Select ‘H’ (Inquiry 19.7B – Inventory Transaction by Product), enter in the Warehouse and then select the Customer.

Inventory Control –U2006.1

Menu 6.9 Hits Report - Activity Profiling This report will have the following prompts after selecting the printer:– Enter Warehouse (3N) or <ENTER> for all? – Enter Minimum number of Hits (ie 10)?

• Based on the selection criteria for warehouse and number of hits, the report will include part numbers with at least the number of hits specified and show the Warehouse, Part Number, Description, Quantity Sold, Vendor Number, Vendor Name and the number of hits.  The time-frame for this report is the total for this fiscal year + last fiscal year. It could be as little as 12-months and as much as 23-months.

Order Entry/Rpts –U2006.1

• Menu 1.1.1A & 19.1A – Price Quote LookupNew functionality has been added to Menu 1.1.1a & 19.1a that gives users the opportunity to see what quotes are outstanding for customers on a particular vendor. This will allow users to see if there are any quotes, for a particular vendor’s products. Users can select ‘ALL’ customers, select products based upon product master vendor, and select multiple products at the same time

• Menu 1.2 - Hazardous Ship Code DescriptionsHazardous ship codes will now appear on the product description in Order Entry Line Input. Previously only the description showed.

• Menu 1.2 – Changing Customer Terms• In Menu 1.2 when an order is being issued users can now change the customer

Terms (Menu 1.2, Field 6) and have it take affect for the order that is being placed. Any terms code can be selected. However, if a terms code is selected that is listed in Menu 35.1, Field 7 the system will require cash to be taken.

• Menu 1.2 – Menu 5.33 Display Change• The 5.33 display in order entry has changed. If a customer uses Menu 5.33 pricing

the name of the pricing program will now appear along with the P1, P2, etc…

Pricing –U2006.1

Menu 5.24 – New Pricing Matrix Listing

• The following Selection Options have been added to Menu 5.24– Select for Specific Products – Select for Specific Product Types – Select for Specific Product Categories

Pricing –U2006.1

Menu 5.29 – Product Class Multiplier Maintenance• Menu 5.29 is available as a tool to help keep product

prices competitive. If a multiplier is created for a product class in Menu 5.29, it will override the multiplier listed on the customer record in Menu 12.2.2, Field 37.

**Note:  No price changes will take affect in Stock Status (Menu 19.6) if a multiplier is added to a Product Class in Menu 5.29.  Stock Status will continue to display the regular prices based on the original setup.  For this reason it's best not to use Stock Status for quoting prices.

Printers –U2006.1

Menu 25.1 – Select a Printer• In select.printer (See Menu 25.1) users now

have the option to EM-ail, FAX, and D-isplay reports.– Display Sample (M-12.2.23)

• CTRL+X

– EM Sample (M-12.3.34)– Fax Sample (M-12.3.34) –DQ only at this point– HS Sample

• M-20.29 Download Hold Entries (FT)

Printers –U2006.1

Menu 25.3 –Reset printers

What this does: Originally this program was designed as the most drastic attempt to clear up a serial printer. Trouble was, if you had a jet direct/network printer installed this would clear up the printer, delete it and never be able to restart it again. This program has been upgrade to allow for the clear and reset of the jet direct/network printers.

Printers –U2006.1

Menu 25.3 –Reset printers1) this program first advises you to run through and check the most common printer issues.

Check the following:

1. Turn printer off/on 2. Is the printer on-line 3. Is the baud rate correctEnter printer number ?2) Next, after inputting the printer# we PING the printer to confirm the printer in question is actually on the network. If

it doesn’t find it on the network, it will not proceed. ***Note, the program will not PING serial printers. It will only PING the printer, if it can tell if it is a network printer. Otherwise it will delete/start the printer as it did before.

First let's make sure the Printer you want to reset is on the networkPING omjd01: (192.168.9.8): 6 data bytes14 bytes from 192.168.9.8: icmp_seq=0 ttl=6414 bytes from 192.168.9.8: icmp_seq=1 ttl=6414 bytes from 192.168.9.8: icmp_seq=2 ttl=6414 bytes from 192.168.9.8: icmp_seq=3 ttl=6414 bytes from 192.168.9.8: icmp_seq=4 ttl=6414 bytes from 192.168.9.8: icmp_seq=5 ttl=64----omjd01 PING Statistics----

6 packets transmitted, 6 packets received, 0% packet lossDid you get a successful packet transmission - Y*** ?3) Answer Y*** is you get a message at the tail end like this: 6 packets transmitted, 6 packets received, 0% packet

loss4) Next, the program deletes the printer and makes 2 attempts to clear the jet direct/network print queue. 5) Next, the port is logged off and the jet direct/network printer is restarted.6) Printer and print/queue is ready to go!

Parameters –U2006.1

Menu 35.14 Field 11 – Print/Fax/Email Statements During EOM• Enter a ‘Y’ in field 11 to have Statements Print/Fax/Email during the

EOM process. In order for statements to Print/Fax/Email during the EOM Menu 35.14, Field 9 must also be set to a ‘Y’.

 • Menu 35.14, Field 11 will default to a blank field which equals ‘N’. If

the field is set to ‘N’ statements will not print/fax/email during EOM. • Note: If parameters in Menu 35.14, Field 4 and/or 5 are set to

‘N’ statements will not fax/email, they will print. Menu 35.19.6 – PO 855 Acknowledgement• Users now have the opportunity to enter up to 8 email addresses to

receive PO acknowledgements. In the past, the system offered 2 email addresses.

Misc Upgrades

• Fuel Surcharge

• Paperless EOD/EOM

• U2004.4

• Stock Status Shortcut

Fuel surcharge

• Purpose: Automatically add on fuel charge to delivery tickets.

• Setting up exceptions

Paperless eod/eom

• What’s in a name?

• Why use it?

• Easy setup– Volunteer Setup

• Custom reports

U2004.4 SS Shortcuts

• ?

• SP

• JX

• U

• C/CPR

U2004.4 More Shortcuts

• DST

• DOC

• JOB

• Menu Help Reference– Menu Path quick ref guide and other

important shortcuts: http://dst.sitemax.com/Application_Docs.asp

– Site Searching

U2004.4 Adv Part# Lookup

• Advance Part# Lookup– enter multiple search strings to locate a product in which all the strings

are present. The search looks in Description 1, Description 2 and Vendor Description to determine if a match is present

– EX: moto blad -entering a lookup string (still same rules, 4 or fewer chars) followed by a space and another string finds only those items with _both_ strings (in this case, Motor and Blade) Can also include a 3rd string. EX: moto blad cond

– It just counts the number of spaces between the strings you enter, and loops through those until done. It does work in a hierarchy though...that is, the first string is found (i.e. MOTO), then everything from that list that has BLAD is found, then everything from _that_ list with COND. So, depending on the order in which the strings are entered, you could get different results.

U2004.4 Event Notification

Event Notification allows you to setup immediate email notifications when someone enters one of the specified transactions.

Menu 35.19

U2004.4 E.N. M-35.19.135.19.1. CREDIT AUTHORIZATION – enter the company number that the event will take place in. 

10. CREDIT HOLDS ONLY – Enter Y to get emailed only when people hit ‘H’ to hold in order entry to hold the order and do not enter an authorization password. Because if the counter people don’t know that password and it’s been authorized already, don’t care about knowing about it.11. TERMS CODE(S) - allows you to enter the terms code(s) that you would like excluded from the notification process. A complete list of the terms can be found by printing Menu 12.2.31. If entering multiple terms codes separate by ; (Semicolon)

U2004.4 E.N. M-35.19.235.19.2. PRICE HOLD – enter the company number that the event will take place in.

GROSS PROFIT % - allows you to enter a minimum GP%.  If the GP% is higher than amount in line10 then no event notification will take place

U2004.4 E.N. M-35.19.335.19.3.   SOLD BELOW COST – enter the company number that the event will take place in.

U2004.4 E.N. M-35.19.435.19.4.  PRICE OVERRIDE – enter the company number that the event will take place in.

                                                                                                                         

           GROSS PROFIT % - allows you to enter a minimum GP%.  If the GP% is higher than  the amount in line 10 than no event notification will take place.

BYPASS QTY PRICING – If  ‘Y’ is entered you will not receive a price override notification as long as the price of the product that was overwritten was found in one of the quantity buckets.  Enter ‘N’ if you want to receive notification. Blank defaults to No

U2004.4 E.N. M-35.19.535.19.5. NON-STOCK/00-ROP RETURN – enter the company number that the event will take place in.

          

                                                                                                                                              MIN DOLLAR AMT – Enter the minimum $ amount of the sale that you would like a notification sent.  Ex:  If you have $5.00 in field 10 and a customer returns a product they purchased for $4.00 you will not receive a notification.  However, if the customer paid $6.00 for the item, you would receive notification.

E.N. M-35.19.6

35.19.6. PO 855 Acknowledgements – enter the company number that the event will take place in.

**We also load backgrounds jobs to facilitate this

E.N. M-35.19.7

35.19.6. Cancelled Invoices/Pick Packs – enter the company number that the event will take place in.

***This can be setup to just show invoices that are cancelled as well.

E.N. M-35.19.835.19.8. Special Orders and Backorders – enter the company number that the event will take place in.

**Fields 10 and 11 are used on special orders

Break Time!

15 min break

Shortcuts

• DST Hot Key

• Menu Path Handout– http://dst.sitemax.com/files/efficiency_shortcuts.doc

• Locked Records

FAQ’s

• FAQ’s/Knowledgebase– http://dst.sitemax.com/files/Efficiencymenu_pa

th_guide.pdf

– Logging in for Support (JOB) http://www.myjohnstone.com/dst

– Most popular help articles– Searching

FAQ’s

• Accessing quotes from order entry– debunking the duplicate order myth

• Flagging a Product as Hazardous• Laser Checks• Price and Cost Updates• Menu Passwords• Rotational Buyback Steps• How do I route my EOD reports?

– Paperless EOD/EOM• Unlocking AR Batches• Special Customer Labels

FAQ’s

FAQ Item# 106117

• Accessing Quotes from Order Entry

FAQ Item# 104865

• Flagging a prod to require certification

Flag Prod for Certification

• M-12.3.2.12, field 3

• M-12.3.6 to edit Haz. codes

• M-12.3.27 for listing of codes

FAQ Item# 104865

• Laser Checks– Ordering Info: Order Laser Checks from Leading

Edge in Nebraska. Contact Robert Lee at 1.800.765.8868. Several stores are using this standard laser check form.

– Recommended Printer - HP 2300N– Sample check (copy and paste link into browser):

Sample Check (http://dst.myjohnstone.com/config/uploads/Shared_lasercheckssample10122005.pdf )

FAQ Item# 102273

• Setting/Changing Passwords for Menus

FAQ –Buyback Process

•Buyback Process docs

•http://dstdocs.sitemax.com/Buyback.asp

FAQ Locked Records

• Types of Locks• What to do when your terminal is locked and beeping.• Go to another terminal to M-20.3• DO NOT BREAK OUT

FAQ Item# 102888, 102872, 102432, 104700

• More ‘LOCKED RECORDS’– Prod.det record locked– PO record locked– AR Batch is in USE– AP Batch is locked

FAQ Item# 102888

• Locked PO Record

FAQ Item# 102872

• Unlock Product Detail Record

FAQ Item# 102432

• Unlock AR Batch

FAQ Item# 104700

• Unlock AP batch

FAQ –Paperless EOD

Edit the EOD Xref assignments – (M-16.5 -)

FAQ –Customer Labels

• M-12.2.36 ‘LB’ option

• Select cust.mast …etc.

• Save-list cust.labels.jss

FAQ –Customer Labels

• Turning Reports into Labels– Run a report – FT it– Mail Merge using word

AccuTerm Session History

• History allows you to go back to previous screens for review or copying and pasting (into jobs).

Q & A

• Open Discussion Time

Evaluations• AVERAGE:Not too bright.• EXCEPTIONALLY WELL PREPARED:Has committed no major blunders to date.• ZEALOUS ATTITUDE:Opinionated.• CHARACTER ABOVE REPROACH:Still one step ahead of the law.• QUICK THINKING:Offers plausible excuses for errors.• TAKES PRIDE IN WORK:Conceited.• STERN DISCIPLINARIAN:A real jerk.• TACTFUL IN DEALING WITH ATTENDEES:Knows when to keep mouth shut.• APPROACHES DIFFICULT PROBLEMS WITH LOGIC:Finds someone else to do the job.• A KEEN ANALYST:Thoroughly confused.• EXPRESSES SELF WELL:Can string two sentences together.• CONSCIENTIOUS AND CAREFUL:Scared.• METICULOUS IN ATTENTION TO DETAIL:A nitpicker.• DEMONSTRATES QUALITIES OF LEADERSHIP:Has a loud voice.• JUDGEMENT IS USUALLY SOUND:Lucky.• MAINTAINS PROFESSIONAL ATTITUDE:A snob.• KEEN SENSE OF HUMOR:Knows lots of dirty jokes.• STRONG ADHERENCE TO PRINCIPLES:Stubborn.• SLIGHTLY BELOW AVERAGE:Stupid.• HARD WORKER:Usually does it the hard way.• ENJOYED CLASS:Better than root canal.• WELL ORGANIZED:Does too much busywork.• COMPETENT:Is still able to get work done if supervisor helps.• USES TIME EFFECTIVELY: Clock watcher.• VERY CREATIVE: Finds 22 reasons to do anything except original work.• USES RESOURCES WELL: Delegates everything.

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