RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
Importing Physical Counts from a Hand-Held Device
The Physical Count Import program allows you to import physical count information into the
RecTrac database for all inventory items on a selected posting date. This feature is needed if you
process your physical counts by using a hand-held device. In that case, you would walk through
your stock room recording physical counts on the device and then import this information into the
RecTrac database.
1 Go to Period End � POS � Inv Physical Count Import.
2 In the Import File Name field, enter or browse to the location and filename that you wish to import. This is the file
that was exported from your hand-held device.
3 In the Count Posting Date field, enter or select the posting date for which you wish to import inventory physical
counts.
4 In the Warehouse Location field, enter or select the warehouse for which you wish to import inventory physical
counts.
5 Click Print. You will continue to the Output Selection screen.
6 Click Print.
7 Review the items listed in the import file. If you are happy with the results, click Import.
8 When the import is complete, repeat steps 2–7 for each file that you wish to import.
9 Click Exit.
Importing/Exporting Inventory Setup Information
The Inventory Item Import/Export program allows you to share the set up of your inventory items
with remote sites. This program allows you to import or export inventory items, child inventory
Items, recipes, and UPC codes at the same time. This saves you from having to run the
import/export program multiple times.
For example, your organization uses multiple databases, due to site constraints. The main site
would set up the inventory items and then run the inventory export program sending a selected
range of inventory item to a designated file location in ASCII format. Each remote site using the
inventory items would then import these records into their own RecTrac database.
1 Go to Files � POS � Inventory Maintenance � Inventory Import/Export.
2 In the Beginning Inventory Item and Ending Inventory Item fields, enter or select the range that you wish to
either import or export.
3 Select whether you are exporting or importing data.
4 In the Inventory Location field, enter or browse to the path and filename where the inventory items will be
imported to or exported from your RecTrac database.
5 In the Child Location field, enter or browse to the path and filename where the child inventory items will be
imported to or exported from your RecTrac database.
6 In the Recipe Location field, enter or browse to the path and filename where the recipes will be imported to or
exported from your RecTrac database.
7 In the UPC Location field, enter or browse to the path and filename where the UPC inventory items will be
imported to or exported from your RecTrac database.
8 Click Process.
9 A message box will display asking if you wish to continue with the process. Click Yes.
10 When the process is complete, a message box will display. Click OK.
11 Click Exit.
Linking a Range of Inventory Items to a Different Tax Table
The Bulk Tax Table Init program allows you to link a range of inventory items to a selected tax
table.
1 Go to Utilities � POS � Bulk Tax Table Initialize.
2 In the Item Range fields, enter or select the range of items that you wish to link to a specified tax table.
3 In the Tax Table to Link field, enter the tax table to which you wish to link the selected inventory items.
6/9/2008 424 Vermont Systems, Inc.