HelpConsole 2008 SP2


	Welcome Ask Newest Features Previous Amendments System Requirements Installation Installing from the Internet SIMMS Server Agent Starting SIMMS After Rebooting Troubleshooting Installation First Login Logging In SIMMS Main Screen Setup Modifying the Grid Layout Column Chooser Grouping Options Sorting Options Spacing Options File Menu Global Settings General tab Purchasing tab Transactions (Generic) tab Sales tab Kitting (BOM) tab Serial Numbers tab Price Calculation tab Reporting tab Apparel tab Commissions tab Automation tab Items and Stock tab Advanced tab Units of Measure Locations Categories Departments Shipping Methods Branch Management Settings Pricing / Discounts / Costs Taxes User-Defined Fields Unique Product Fields SKU Configurator Item Management Item Rules Adding Inventory Items Modifying Inventory Items The Item Manager Primary Information tab Advanced tab Prices tab Note tab User Defined tab Documents tab Transactions tab Tools submenu Copying Item Details to New Items Defining Replenishment and/or Reorder Points Assigning Items and Categories to Price Templates Item Aliases Contact Manager Creating New Contacts Ship-To Address Manager Advanced tab Accounting tab Sales tab Purchases tab Notes tab Others tab Warranty tab Contact Reports Company Manager Mass Copy Inventory Setup Step-by-Step User Manager Backup Manager Creating a Backup (BAK) File Restoring Companies from Self-Generated Backup (.BAK) Files Restoring Companies from Customized Backup (.BAK) files Upgrades of Databases Inventory Menu Transactions Manager Stock On Hold Uncommitted Transaction Listing Delete Zero Stock Serial Number Manager Inventory Lookup Operational Reports and Analytical Reports Physical Count Physical Count Data Physical Count Worksheet Physical Count Worksheet w/Manufacturer Lot Count Variance Register Transfers Creating a New Transfer Customizing the Transfer Information Grid Voiding a Transfer Transfer Reports Purchases Purchase Orders Creating Purchase Orders Modifying Purchase Orders Receiving Purchase Orders Closing Purchase Orders Deleting Purchase Orders Purchase Order Reports Additional Purchase Order Features Cloning Purchase Orders Purchase Order Authorization Purchase Orders On Hold Purchase Orders Close to Expiration Reordering Purchase Orders Processing Receipts of Goods Reports on Receipts Sales Quoting Creating Sales Quotes Modifying Sales Quotes Importing Sales Quotes Into Sales Orders or Invoices Import Quote Into Sales Order Import Quote Into Invoice Cloning Quotes Quotes Close to Expiration Sales Orders Creating Sales Orders Modifying Sales Orders Closing Sales Orders Cloning Sales Orders Authorizing Sales Orders Sales Orders on Hold Invoicing Sales Orders Sales Commissions Assigning Sales Commissions Invoicing Creating a New Invoice Voiding an Invoice Batch Invoicing Sales Reports Credit Memos Backorder Manager Sales Project Recurring Transactions Kitting (BOM) Creating Kit Schema Editing Kit Schema Deleting Kit Schema Component Compatibilities Building a Kit Kit Queues Viewing Kits Forecasting Kits Disassembling Kits Purchased Kit Disassembly Deleting Kits Kit Tracking Phantom Kitting Kitting Reports Kitting Project Management Module Accounting Accounts Payable Check Numbers Processing Payments to a Vendor Manual Check Entry Batch Check Printing Currency Trader Manual Check Entry Paying Bills Reports Accounts Receivable Quick Payment Screen Entering Payments Processing Payments from a Customer Multi-Currency Payments Payments with Synapse Credit Card Creating a Credit Re-Calculating Overdue Interest Working With Customers Money Back to Customers Money In Advance from Customer Adding Credit on File Making Deposit On a Document Change Credit Into Deposit Reports General Ledger SIMMS Setup Menu First Steps Defining Account Segments Banking Accounts Chart of Accounts Creating New Accounts Choosing an Account ID Editing Accounts Establishing Default Accounts Accounting Periods Beginning Balances Screen Accounts Payable Beginning Balances Inventory Opening Balances The Sales Screen Reversing an Invoice (CREDIT MEMO) The Purchases Menu Reversing a Receipt of Goods (DEBIT MEMO) Inventory Menu Item Category tab Inventory Adjustments and Kits tab Inventory Items tab RMA/RTV tab Budgeting Financial Reports Month/Year End Procedures Point of Sale POS Setup Registration Database Login Pole Display Settings Printer Settings Opening SIMMS POS Shifts Shift Configuration Opening Shifts Adding Shifts Closing a Shift Shift Information Listing Editing Shifts Selection of Items for Sale Customer Balances Exiting SIMMS POS RFQ (Request for Quote) Installation Instructions Workstation Installation Workstation Configuration for the SIMMS RFQ Web Submission Form Creating an RFQ Processing Automated RFQ Submissions Vendor Quoting in SIMMS RFQ Web Submission Form Shipping/Receiving Sales Orders - Picking Items Shipping Un-Shipped Orders Deleting Shipments Processing Partial Shipments Shipping Mixed Orders to a Customer Manually Confirming Receipts Manually Confirming Transfers Modules Automotive Maintenance Setup Setting Up Products Setting Up Work Order Operations and Jobs Vehicle Assignment Creating the Work Order Adding Tasks to a Work Order Adding Operations/jobs to Tasks related to a Work Order Committing Items to an Operation Adding Additional Items to an Operation Booking Time to Operations Adding Recommendations Importing Recommendations Reports Data Collectors Barcodes Installation of ActiveSync Software SIMMS Mobile Setup Blue Tooth Printer Installation Instructions Troubleshooting MC70 Installation Instructions Initializing a New Session for the Handheld Device Using the PSIMMS Program Search for Sales Orders Screen Sales Order Screen New Receipt Screen Issue Screen Receipt Purchase Order Screen Purchase Order Serial Number Screen Search Inventory Screen Stock Screen Quick PO Screen Synching Handheld Transactions Into SIMMS EDI E-Store Fulfillment Manager Materials Requisition Production Manager Replenishment Module Service and Returns (RMA/RTV) Creating a Return from a Customer (RMAIN) Creating a Return Advance Exchange (RMAIN) Returns to Vendors Marking an Item for Return Reviewing Marked Items Testing Returning an Item to a Vendor Service/Returns Manager Returning Items Returns of Refurbished Items Returns of Different New Items Returns of Different Refurbished Items In-House RMA Processes Fixing an Item Destroying an Item Service/Returns Reports Generator Servicing (Job Costing) SIMMS Server Agent (SSA) Work Orders Work Order Operations Creating Operations Editing Operations Deleting Operations Work Center Setup Creating Work Centers Editing Work Centers Deleting Work Centers Assigning Operations to Work Centers Assigning Workers to Work Centers Work Order Entry Creating a Work Order Header tab Operations tab Components tab Adding Components to Work Orders Adding Subassemblies Forecasting Work Order Final Screen Completing Work Orders Deleting Work Orders Search for Work Orders Work Order Master Creating a New Work Order Master Adding Work Orders to Work Order Masters Creating New Work Orders within a Master Deleting Work Order Masters Opening Existing Work Order Masters Work Order Reports Work Order Report Generator Work Order Picking Sheets Work Order Listings Work Order Dispatch Sheets Apparel Module Styles Assigning/Removing Styles Creating Style Matrixes Apparel Cost Price Sizes Colors Receiving Apparel Items Issuing Apparel Items Apparel Reports Reporting Tools Export to Accounting Import from Easy Pay Help Menu About SIMMS Help Index junk Web Resources Live Support Enhancement Request Customer Portal Knowledge Base Reset Window Layout Show Start Page Show Toolbox Serial Number Manager Global Settings Assigning Serial Numbers Assigning Serials to Stock Items Manual Assignment Automatic Assignment On Receipt of Goods On Receipt with Manufacturer's Lots On Issue of Goods On Transfer of Goods Search Serial Numbers to Edit Comments Visual Import Manager Creating a New SIMMS Database Connecting to the SIMMS Database Connecting to the Data Source Import Options Access Files Excel Files Text Files Comma Separated Values Files Help Menu SIMMS Management Stock Adjust Information Stock Verification Report FIFO Allocation SQL Assistant SIMMS Service Packs Log Report

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