RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
12 You will receive the message "Do you wish to continue?" Click Yes. The post will begin. When finished, the
following message will display "Hand-held Import Post Now Complete!" Click OK. You will return to the Physical
Count Import screen.
13 Click Exit.
Editing Physical Counts Imported from a Handheld Device
The following steps assume that:
• You have already successfully imported a .dat file from a Handheld Device.
• You are currently on the Physical Count Import screen (Period End � POS � Inv Physical Count Import).
1 Click Review. You will continue to the Physical Count Import Review screen.
2 Highlight the inventory line item that you want to edit.
3 Click Update. You will continue to the Physical Count Adjustment screen.
4 In the New Qty-On-Hand field, enter the current physical count of the selected item.
5 Click OK. You will return to the Physical Count Import Review screen.
Deleting Physical Count Line Items Imported From a Handheld Device
The following steps assume that:
• You have already successfully imported a .dat file from a Handheld Device.
• You are currently on the Physical Count Import screen (Period End � POS)
1 Click Review. You will continue to the Physical Count Import Review screen.
2 Highlight the inventory line item that you want to edit.
3 Click Delete.
4 You will be prompted with the following question: "Are You Sure That You Want To Delete This Record?" Click
Yes. You will return to the Physical Count Import Review screen.
Updating Sales Prices
Updating Individual Sales Dates and Prices for a Range of Inventory
Items
1 Go to Period End � POS � Quick Sale Price Update.
2 You will be prompted with the question: "Do You Wish To Auto-Cycle Through A Range Of Inventory Items?"
• Select Yes to select a range of inventory items through which you will auto-cycle to update sales dates and
prices. Complete steps 3–8.
• Select No to select and update individual inventory item sales date and prices one at a time. Complete steps 9–
11.
3 You will continue to the Quick Sale Price Defaults Update screen. Enter or select the range of inventory items for
which you wish to update sales prices.
4 Enter or select the range of sales dates that you wish to link to the selected inventory item range.
5 Click Process. You will continue to the Quick Sale Price Update screen. The first inventory item in your range will
be displayed.
6 Enter the sales prices for the selected inventory item and sales dates.
7 Click Process. You will continue to the screen for the next inventory item in the selected inventory item range.
8 Repeat steps 6 and 7 for every inventory item in the selected range. After clicking Process the last item, you will
return to the Main Menu.
9 Enter or select the inventory item for which you wish to update sales dates and price.
10 Enter or select the range of sales dates for the selected inventory item.
11 Enter the sales price for the selected inventory item.
12 Click Process to update the sales dates and price entered.
13 You will return to the Main Menu.
6/9/2008 214 Vermont Systems, Inc.