RATEX Users Group Conference Chicago Illinois - 2005 Martin Robles - UC Davis Bookstore 1 RATEX User’s Group Annual Conference Chicago Illinois - 2005.

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Presentation transcript:

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 1 RATEX User’s Group Annual Conference Chicago Illinois Martin Robles UC Davis Bookstore

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 2 Serialized Products at UC Davis Following the serialized product through the system

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 3 Serial Inventory Process  Preparation Process – Things to consider  Processing Serial Numbers through Receiving  Transferring Serial Numbers  Selling Serial Numbers  Returning Serial Numbers to the Vendor  Serial Number reports  Physical Inventory of Serial Numbers

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 4 Preparation Process  Select Items that are serialized  Start with a small control group  Have the serial numbers handy for each SKU currently in stock  If desired have the Receiving RCVD record  Set Serialized parameter to those items in GM-SKU-C  Add the Serial Numbers to the system in GM-DEI-SNE or GM-UT-11-2

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 5 Turning on Serialized Flag on SKU Screen GM-SKU Select Option C = Comp

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 6 Enter Y for Serialized Inventory

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 7 Manually adding Serial Numbers  From GM-DEI-SNE  Here you can Add/Change/Delete Serial Numbers.  The system will require the same number of Serial Numbers as you have in stock.  Do this for all stores with this product.

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 8DEI-SNE

9GM-UT-11-2

10 Receiving Serial Numbers UC Davis Standards  Serial numbers are always Scanned through receiving and POS  This helps prevent errors.  Serial Numbers are always in Capitals.  No posting until all issues are resolved.

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 11 Receiving Screen RCV-1-2-1

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 12 Receiving item four from previous screen. System is asking for Serial Numbers  Note that system will tell you how many serial numbers it needs

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 13 Receiving Considerations  Have your staff take their time in receiving as it is a lot more difficult to correct receiving entry errors when Serial Numbers are involved  RBS is working on adding the Serial Number to the Distribution Report

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 14 Where do the Serial Numbers go? The Serial Numbers are stored in two files:  CO.SNF  GM.SMF (Attribute 43)

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 15 CO.SNF  This is the Serial Number master file.  The key is Vendor.ID*Serial Number:  822*SJQ523HSDTDS  822*SW852100JPP8  This file also contains links to Receiving, VST, Backcharge, etc.  Examples:

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 16 CO.SNF data

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 17 Additional Sample

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 18 GM.GMF (Attribute 43)  GM.SMF  (43) SNF LINKS *S4U526VYSTDS . 822*S4U526VY1TDS . 822*S4U526VYKTDS . 822*S4U526Y0FTDS . 822*S4U526XYETDS . 822*S4U526XZ5TDS . 822*S4U526W0BTDS . 822*S4U526VYHTDS . 822*S4U526W0CTDS . 822*S4U526Y0NTDS . 822*S4U526Y08TDS . 822*SJQ528DDJTDS . 822*S4U526VYTTDS . 822*S4U526VZ0TDS . 822*S4U526VYXTDS . 822*S4U526Y1VTDS . 822*S4U526XZETDS . 822*S4U526XZYTDS . 822*SJQ527UP0TDS . 822*SJQ527T6KTDS . 822*SJQ527V1JTDS . 822*SJQ527V78TDS . 822*SJQ527NY3TDS . 822*SJQ527T7TTDS . 822*SJQ527T74TDS . 822*SJQ527UWQTDS . 822*SQJ5250T3TDS . 822*S4U526WV6TDS  1 records listed.  GM.SMF  (43) SNF LINKS  1 records listed.

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 19 Transfers  Create a Transfer Proposal  Enter Serial Numbers during Approval process  Print Transfer manifest  Receive Transfers

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 20 Pending Transfer request

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 21 Transfer Approval

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 22 Serial Number prompt during Approval

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 23 Transfer Manifest

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 24 Transfer Issues  On Hand quantities are adjusted but….  Serial Numbers are not transferred  Work Around:  Manually move Serial Numbers using GM-DEI-SNE  Transfer Manifest does not list Serial Numbers (RBS is working on that)  This will allow staff to pull correct serial number for the transfer and also allow receiving store to verify the serial number.

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 25 After transfer is complete, on hand is adjusted, SN is not

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 26 Prior to selling a serial number  All Serial Number sales go through the GM Order/Quote process in GM-CS-2  This allows us to track Serial Numbers to an individual

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 27 GM Quote

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 28 Getting Quote to POS  Quotes/Orders and pulled to POS by entering CM at the SKU prompt.  System will ask you for the Quote/Order number

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 29 Quote Entry

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 30 Quote pulled into POS

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 31 Entering Serial Numbers in POS  All Serial Numbers are scanned to minimize errors.  When the quote/order is pulled up, the system will ask for Serial Numbers

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 32 Entering SN in POS

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 33 Serial Number Accepted

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 34 Serial Number Return

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 35 Serial Number Accepted

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 36 POS Issues  Exchanges with Serialized product does not work.  Until it’s resolved, do a Return and a Sale  Return’s do not work consistently.  Double Check the system when doing Returns by checking DEI-SNE  RBS is working on this

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 37 Charge Backs  We have not seen any problems with Charge Backs  So long as the Serial Number is in DEI- SNE, the system will process the Chargeback.  We have not figured out a way to get Serial Numbers back to the system when doing repairs.

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 38 Serial Number Report  GM-CS-4  This menu will prompt for a Serial Number

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 39 Serial Number Inquiry Results

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 40 Physical Inventory and Serial Numbers  Scanning Serial Numbers  Using RGIS  Location Reports  Serial Number Discrepancy Report  Posting Serial Numbers

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 41 Session Setup  Recommend a separate session for Computers (Serialized products)

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 42 Counting Serialized Products  All serialized product must be scanned or entered one at a time.  As each item is scanned, the system will ask for the Serial Number  Serial Number should be scanned when ever possible

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 43 Using RGIS  RGIS has modified their program to accommodate Serial Numbers  Serial Numbers are not included in the upload to RGIS  Serialized FLAG of Y or N is sent to RGIS  All items with Y flag require Serial Number input  Request RGIS have alpha numeric input devices.

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 44 RGIS export/import file format RGIS to RATEX File layout: RGIS to RATEX File layout: PosDescriptioLenJ/F 1-13F413LJBF 14-14Store1RJZF 15-18F14RJZF 19-23F65RJZF 24-24Blank Fill F510RJZF LJBF For items with no serial numbers, RGIS needs to left justify it and space filled. RATEX to RGIS File layout: #Field NameField#/PosJust.FillerData Type 1Barcode/SKU1 - 20LBN 2Description LBE 3Store RZA 4Unit Retail RZN RATEX to RGIS File layout: #Field NameField#/PosJust.FillerData Type 1Barcode/SKU1 - 20LBN 2Description LBE 3Store RZA 4Unit Retail RZN 5Serialized Flag A 5Serialized Flag A

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 45 Physical Inventory Reconciliation  New location report  Reports Serial Number scanned with that item  New Serial Number discrepancy report  PI-RP-09  Like the standard Discrepancy report this list the Serial Numbers on the system vs those counted

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 46 Discrepancy report

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 47 Corrections to PI Serial Numbers  You correct Serial Number discrepancies via PI  Or if using a scan gun, by reversing the entries (qty -1, followed by Serial Number)

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 48 Summary  Start with a select set of products so your staff can get the feel for it  Be aware that there are still some hiccups so be prepared to double check the system at Receiving, Transfers, Selling and Return/Exchanges.

RATEX Users Group Conference Chicago Illinois Martin Robles - UC Davis Bookstore 49 Discussion  Handling Serial Numbers for Repair  Having a better Invoice for customers  Other Enhancements?