Logging In
Enter your username and passwords in the fields provided. Click on OK to Continue. Once logged in, the user may only access the forms he/she has been authorized to use.

Navigation
There are two ways to navigate around the system: the menu bar at the top of the application, and the side panel which is located on the left hand side.

The menu bar contains dropdown lists of all the available forms in the system, while the side panel provides a graphical representation of these forms. With the sidepanel, clicking on the buttons will enable the user to quickly switch among forms.


Maintenance

Managing Users (Maintenance > User)
Users are personnel with access to the system.

1. Adding Users
  1. Click on Add User.
  2. Edit Quantity - Once clicked, a window appears which prompts the user to enter a new quantity for the selected item.
  3. Specification - Allows the user to enter a comment or preparation instructions about a particular item. This specification will be displayed in the Kitchen monitor.
  4. Order Taker - Displays a text box to enter the name of the Order Taker.
  
     
  2. Editing a User
  1. Click on Edit User.
  2. From the list, select the user to edit by clicking on the user name.
  3. To modify access privileges, use the arrow buttons to move items from the left and right columns. Forms whose names that are placed on the left column cannot be accessed by the user, while the items on the right column will be available to that user.
  4. Click on Save to store changes made.
  
     
  3. Deleting a User
  1. Click on Delete User.
  2. From the list, select the user to delete by clicking on the user name.
  3. Click on Delete to remove the user from the list.
  
     
  Changing Your Password (File > Change Password)
  1. Click on Change Password.
  2. Enter the new password(s) in the fields provided.
  3. Click on Save to store changes made.
  
     
     
  Managing Suppliers (Maintenance > Suppliers)

1. Adding a Supplier Record
  1. Click on Add Suppliers.
  2. Enter at least a Name. Duplicate Names are not allowed.
  3. Click on Save to add this record.
  
     
  2. Editing a Supplier Record
  1. Click on Edit Suppliers.
  2. Select the name to edit from the list.
  3. Click on Save to store changes made.
  
     
  3. Deleting a Supplier
  1. Click on Delete Suppliers.
  2. Select the name to delete from the list.
  3. Click on Delete to remove the record. Records that are in use cannot be deleted.
  
     
     
  Managing Stores (Maintenance > Stores)  
     
  1. Adding a Store Record
  1. Click on Add Stores.
  2. Enter at least a Name. Duplicate Names are not allowed.
  3. Click on Save to add this record.
  
     
  2. Editing a Store Record
  1. Click on Edit Stores.
  2. Select the name to edit from the list.
  3. Click on Save to store changes made.
  
     
  3. Deleting a Store
  1. Click on Delete Stores.
  2. Select the name to delete from the list.
  3. Click on Delete to remove the record. Records that are in use cannot be deleted.
  
     
     
  Managing Items (Maintenance > Items)  
     
  1. Adding an Item Record
  1. Click on Add Items.
  2. Enter at least a Barcode, Part Number, and Description. Duplicate Barcodes are not allowed.
  3. Specify the Unit of measurement (example, pc), the Supplier, and the Item Class (R = regular, C = consigned).
  4. Critical level for each branch or store may also be specified. Click on Add.
    1. In the dialog box, select a Store from the list.
    2. Specify the critical level in the Quantity field.
    3. Click on OK
  5. Click on Save to add this record.
  
     
  2. Editing an Item Record
  1. Click on Edit Items.
  2. Select the name to edit from the list.
  3. Click on Save to store changes made.
  
     
  3. Deleting an Item Record
  1. Click on Delete Items.
  2. Select the name to delete from the list.
  3. Click on Delete to remove the record. Records that are in use cannot be deleted.
  
     
     
  Transactions  
     
  Pullout
This records the transfer of items from a Store to the Warehouse. Once posted, item quantity in the store will be reduced while item quantity in the Warehouse will be increased.		  
     
  1. Adding a Pullout
  1. Click on Add Pullout.
  2. Select a Store.
  3. Enter the Date for this transaction.
  4. Create the list of items to pullout by clicking on Add. In the dialog,
    1. Select the item
    2. Specify a quantity
    3. Click on OK to accept this entry
  5. Click on Save to add the record.
  
     
  2. Editing a Pullout
Only transactions that have not been Canceled or Posted may be edited.
  1. Click on Edit Pullout.
  2. Select the transaction to edit from the list.
  3. Click on Save to store changes made.
  
     
  3. Post and Cancel
Cancelling a will cause the record to be permanently discarded. It may no longer be modified thereafter.
Posting will update the inventory. Posted entries may no longer be edited but may be viewed using View Pullout. A Pullout transaction will only be posted if there is sufficient quantity of the item in the selected store. 		 
     
  4. Viewing a Pullout
Only transactions that have been Canceled or Posted may be edited.
  1. Click on View Pullout.
  2. Select the transaction to view from the list.
  
     
     
  Delivery
This records the transfer of items from the Warehouse to a Store. Once posted, item quantity in the warehouse will be reduced while item quantity in the selected store will increase.		  
     
  1. Adding a Delivery
  1. Click on Add Delivery.
  2. Select a Store.
  3. Enter the Date for this transaction.
  4. Create the list of items for delivery by clicking on Add. In the dialog,
    1. Select the item
    2. Specify a quantity
    3. Click on OK to accept this entry
  5. Click on Save to add the record.
  
     
  2. Editing a Delivery
Only transactions that have not been Canceled or Posted may be edited.
  1. Click on Edit Delivery.
  2. Select the transaction to edit from the list.
  3. Click on Save to store changes made.
  
     
  3. Post and Cancel
Cancelling a will cause the record to be permanently discarded. It may no longer be modified thereafter. Posting will update the inventory. Posted entries may no longer be edited but may be viewed using View Delivery. A Delivery transaction will only be posted if there is sufficient quantity of the item in the Warehouse. 		 
     
  4. Viewing a Delivery
Only transactions that have been Canceled or Posted may be edited.
  1. Click on View Delivery.
  2. Select the transaction to view from the list.
  
     
     
  Returns
This records the transfer of items from the Warehouse to a Supplier. Once posted, Item quantities will be deducted from the Warehouse inventory.		  
     
  1. Adding a Return
  1. Click on Add Returns.
  2. Select a Store.
  3. Enter the Date for this transaction.
  4. Create the list of items to return by clicking on Add. In the dialog,
    1. Select the item
    2. Specify a quantity
    3. Click on OK to accept this entry
  5. Click on Save to add the record.
  
     
  2. Editing a Return
Only transactions that have not been Canceled or Posted may be edited.
  1. Click on Edit Returns.
  2. Select the transaction to edit from the list.
  3. Click on Save to store changes made.
  
     
  3. Post and Cancel
Cancelling a will cause the record to be permanently discarded. It may no longer be modified thereafter. Posting will update the inventory. Posted entries may no longer be edited but may be viewed using View Returns. A Return transaction will only be posted if there is sufficient quantity of the item in the Warehouse.		  
     
  4. Viewing a Return
Only transactions that have been Canceled or Posted may be edited.
  1. Click on View Returns.
  2. Select the transaction to view from the list.
  
     
     
  Receiving
This records the transfer of items from a Supplier to the Warehouse. Once posted, Item quantities will be added to the Warehouse inventory.		  
     
  1. Adding a Receiving record
  1. Click on Add Receiving.
  2. Enter the Date for this transaction.
  3. Create the list of items to return by clicking on Add. In the dialog,
    1. Select the item
    2. Specify a quantity
    3. Click on OK to accept this entry
  4. Click on Save to add the record.
  
     
  2. Editing a Receiving record
Only transactions that have not been Canceled or Posted may be edited.
  1. Click on Edit Receiving.
  2. Select the transaction to edit from the list.
  3. Click on Save to store changes made.
  
     
  3. Post and Cancel
Cancelling a will cause the record to be permanently discarded. It may no longer be modified thereafter. Posting will update the inventory. Posted entries may no longer be edited but may be viewed using View Receiving.		  
     
  4. Viewing a Receiving Record
Only transactions that have been Canceled or Posted may be edited.
  1. Click on View Receiving.
  2. Select the transaction to view from the list.
  
     
     
  Adjustments
This records the adjustment of item quantities in any location. Once posted, item quantity will be updated.		  
     
  1. Adding an Adjustment
There are 3 possible cases for which this form may be used:		  
     
  Case 1: To increase item quantity in a store
  1. Click on Add Adjustment.
  2. Select a store under Store To. Leave Store From blank.
  3. Enter the Date for this transaction.
  4. Create the list of items for delivery by clicking on Add. In the dialog,
    1. Select the item
    2. Specify a quantity
    3. Click on OK to accept this entry
  5. Click on Save to add the record.
  
     
  Case 2: To decrease item quantity in a store
*Note that the actual item quantity in a store cannot be reduced to a value less than zero.
  1. Click on Add Adjustment.
  2. Select a store under Store To. Leave Store to blank.
  3. Enter the Date for this transaction.
  4. Create the list of items for delivery by clicking on Add. In the dialog,
    1. Select the item
    2. Specify a quantity
    3. Click on OK to accept this entry
  5. Click on Save to add the record.
  
     
  Case 3: To simultaneously decrease item quantity in one store and increase the quantity in another by the same amount
*Note that the actual item quantity in a store cannot be reduced to a value less than zero.
  1. Click on Add Adjustment.
  2. Select a store under Store From. Item quantity will be taken away from this store.
  3. Select a store under Store To. Item quantity will be added to this store.
  4. Enter the Date for this transaction.
  5. Create the list of items for delivery by clicking on Add. In the dialog,
    1. Select the item
    2. Specify a quantity
    3. Click on OK to accept this entry
  6. Click on Save to add the record.
  
     
  2. Editing an Adjustment
Only transactions that have not been Canceled or Posted may be edited.
  1. Click on Edit Adjustment.
  2. Select the transaction to edit from the list.
  3. Click on Save to store changes made.
  
     
  3. Post and Cancel
Cancelling a will cause the record to be permanently discarded. It may no longer be modified thereafter. Posting will update the inventory. Posted entries may no longer be edited but may be viewed using View Delivery.		  
     
  4. Viewing an Adjustment record
Only transactions that have been Canceled or Posted may be edited.
  1. Click on View Adjustment.
  2. Select the transaction to view from the list.
  
     
  Reports

Item Quantity Reports (Reports > Item Quantity)
To view the report, the user must select an Item and the Store from which the report will be based on. The report will show the transaction history for the item in question. Only Posted transactions are included.

Store Inventory (Reports > Store Inventory)
This report requires the user to select a particular store. The inventory count for that store will be generated. Only Posted transactions are included.

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