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Distributor's Link Magazine Winter Issue 2017 / Vol 40 No1

126 THE DISTRIBUTOR’S

126 THE DISTRIBUTOR’S LINK COMPUTER INSIGHTS INC. FINALLY - REVISION MANAGEMENT CONTROL from page 60 Certificate Categories The Business Edge TM users create their own list of certificate types to be received from vendors and given out to customers. Each certificate type is marked as “General” or “Drawing/Rev Level”. The “Drawing/Rev Level” certificates are assigned to the product they could be used on. This means the system will show a certificate with a specific revision. Default Purchasing Certificates Since each product requires different types of certificates, The Business Edge TM defines a unique default list of certificate requirements for each product. These defaults are used for when the product is placed on a purchase order. The defaults are used not only for which certificates should be received from the vendor, but also which Rev Level is acceptable. There is also an override of the cost if needed. Changing Certificates When entering a Purchase Order in The Business Edge, TM the system uses the default certificates and rev levels for the product, but then the user can request or remove specific certificates, allowing for specific certificate requirements for a specific Purchase Order. Receiving Purchase Order Upon receiving, the system prompts for scanning the different required certificates. The system allows for scanning of one document that fulfills multiple certificate types. The documents are scanned into documentConnection TM and linked to the specific product, lot and certificate type(s). Confirming Receipt When doing a product inquiry, the system shows you which lots have all required certificates scanned in and which ones are missing required certificates. The system also warns the accounts payable clerk when entering the vendor invoice if all the certificates were not scanned in. Additionally, there is a report that shows all lots missing required certificates. Default Certificates For Customers There are two different ways of setting up default certificates for the Customer. First, you can choose which certificates the customer will get for all products on all orders. This is useful for when a customer always requires a certificate type for all orders. Second, The Business Edge also allows default certificates and if it applies, rev levels, for a specific product for a customer. This allows for customers to have different certificate requirements and rev levels on different products. Sales Orders With Certificates Requirements Each sales order’s product defaults to the customer’s requirements. Once the product is entered on the order, the user can change the requirements to fit exactly what the customer requires this time. When allocating lots, the system will not allow the user to use a lot that does not fulfill the customer requirements. When printing the packing list and/or invoice, the certificates print out automatically. Eliminate Expensive Errors Aerospace and Mil Spec parts are not sold until the paperwork is done. Mistakes or omissions cause huge problems. Getting the paperwork on time and right is a tremendous advantage of The Business Edge. TM More Information Computer Insights, Inc. can be reached at 108 3rd Street, Unit 4, Bloomingdale, IL 60108. Contact Denny Cowhey by telephone at 1-800-539-1233 Ext. 203, eMail sales@ ci-inc.com or visit them online at www.ci-inc.com. COMPUTER INSIGHTS, INC.

THE DISTRIBUTOR’S LINK 127 YOUNG FASTENER PROFESSIONALS - SPEED NETWORKING NIFMSE LAS VEGAS, NV - OCTOBER 25, 2016

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