Home - All Categories - Solutions by Business Process - Stock Control and Batch Tracking

Stock Take - Stock Control

Datafile Software Stock Take - Stock Control The Stock Take facility allows you to record and analyse stock takes. These options would normally be used at the end of a period or year but can be run at any time. The first stage in the...

Stock Take / Forward - Stock Control

Datafile Software Stock Take / Forward - Stock Control NON-STOCK-TAKE ? Flag to identify items as being excluded from the stock take process. DATE-COUNTED D, E Last date a stock count was done for this item. COUNTED-QTY K, L, M The &lsquo...

Stock Record and Stock Transaction Pick Lists

Datafile Software Stock Record and Stock Transaction Pick Lists Release 6.2 introduced definable pick lists into Order Processing, Release 6.3 extended this to the Sales and Purchase Ledgers and now in Release 6.4 these options have been added...

Component Items - Stock Control

Datafile Software Component Items - Stock Control ASSEMBLY X (16) Holds the assembly this component relates to ASSEMBLY-RECNO Y (6) Holds the record number of the assembly record STOCK-CODE X (16) Holds the component stock item STOCK-QTY K, L, M...

Stock Take - Additional Transaction Audit Reporting

Datafile Software Stock Take - Additional Transaction Audit Reporting When performing a stock take the system initialises the stock by copying the current physical quantity as a ‘compare’ quantity. The next stage, entry of the...

Assemblies - Decimal Precision for Component Quantity

Datafile Software Assemblies - Decimal Precision for Component Quantity When maintaining Stock Assemblies the component quantity is recorded to either 2 decimal places or 4 decimal places depending on configuration of the system. This new feature...

Stock Assemblies - Flag as Obsolete

Datafile Software Solutions Stock Assemblies – Flag as Obsolete Where you stock not only complete units, but also the components to make the complete unit, then Stock Assemblies allow you to build a parts list for the finished item. Over...

Assemblies - Always Build Selected Sub-Assemblies

Datafile Software Assemblies - Always Build Selected Sub-Assemblies Where a stock assembly contains a component which is an assembly in its own right – usually referred to as a sub-assembly – then system profile settings allow you to...

Stock Valuation and Cost Prices

Datafile Software Stock Valuation and Cost Prices On a period-by-period basis you are likely to use the system facilities to record cost of sales and to give you gross margin figures (sale value less cost of goods) by the analysis categories you...

Component Stock Check Report - Include Notes / Comments

Datafile Software Component Stock Check Report - Include Notes / Comments The Component Stock Check report listing is based on the build assembly procedures and as such includes any notes entries from the assembly but doesn’t include any...

Stock Record Maintenance Improvements

Datafile Software Stock Record Maintenance Improvements This release brings the improvements to Stock record maintenance options that were introduced in earlier releases for the Sales/Purchase Account maintenance screens amongst others. ...

Stock Enquiry - Stock Control

Datafile Software Stock Enquiry - Stock Control This option allows you to configure the stock and stock transaction items displayed as part of the Stock Enquiry option. You can select nine items from the stock file for display (not including the...

Cost / Sale Price Changes - Stock Control

Datafile Software Cost / Sale Price Changes - Stock Control This option provides a transaction audit trail for changes to costs and selling prices allowing later enquiry of when price details were amended. Which Price Select which price you want...

Stock Valuation by Batch / Serial

Datafile Software Stock Valuation by Batch / Serial The Stock Valuation report currently allows you to value your stock based on the current cost price or, optionally, on a FIFO basis. This release includes an additional feature, when valuing on...

System Profiles - Batch Tracking

Datafile Software System Profiles - Batch Tracking System Profiles (1/4) Batch Tracking Installed for Stock Set to use batch tracking within this company, leave blank to omit the use of batch tracking. Prevent Negative Stocks This...

Stock Statement - Stock Control

Datafile Software Stock Statement - Stock Control A stock statement gives you a printed "record card” for each stock item, showing details about the stock item, followed by a list of all the transaction movements which have occurred in the...

Assign Nominal Codes from Stock Location File

Datafile Software Assign Nominal Codes from Stock Location File This new feature allows you to default the sales and purchase nominal codes from the stock location file. This allows the facility which automatically creates stock codes in other...

Goods Returns - Update FIFO Cost Table

Datafile Software Goods Returns - Update FIFO Cost Table The Stock record contains a FIFO table which can be used for stock valuation purposes and records the last n goods receipts (where nis a value from 1 to 9). When goods are sold but then...

Delivery / Goods Received Note - Batch Tracking

Datafile Software Delivery / Goods Received Note - Batch Tracking The delivery note (or invoice where no delivery note) always prompts for the batch details to be issued / received and the quantity processed must match the ‘action’...

Marking a Stock Item as Batch/Serial Tracked - Batch Tracking

Datafile Software Marking a Stock Item as Batch/Serial Tracked - Batch Tracking For a stock item to record batch/serial details it must be flagged accordingly, typically this is done when you add a stock item either through the stock maintenance...

Record Bin Locations on Batch or Serial Items

Diamond and Premier Only This feature allows for the recording of stock holding locations against individual batch/serial entries for stock codes. Batch Code Selection When entering a transaction where you are prompted for Batch Codes...

View System Status - Stock Control

Datafile Software View System Status - Stock Control This displays a summary of the current status of all the stock files. On choosing this option, the following screen is displayed. Company Displays the identified code and the name of the...

Totals Only on Stock Valuation Report

Datafile Software Totals Only on Stock Valuation Report This new feature allows a run-time parameter on the Stock Valuation report to omit the individual stock record entries and report the totals (and any set sub-totals) only.Diamond and...

Additional Lookup Options in Stock Maintenance Screens

Datafile Software Additional Lookup Options in Stock Maintenance Screens Previously, the Stock Maintenance screens allowed one lookup database. New in Release 6.1 the lookup options have been extended to allow three lookup databases with multiple...

Adding a New Stock Record - Stock Control

Datafile Software Adding a New Stock Record - Stock Control The first option allows you to enter new stock records. You are first prompted to enter the stock code that you wish to add to the file.This reference must be in the format you have...

Stock Checking Sheet - Stock Control

Datafile Software Stock Checking Sheet - Stock Control When running (say) a stock take it can be helpful to check stock against a stock printout, and the stock checking sheet helps to satisfy this need. If you are using the multi-location...

Period End - Stock Control

Datafile Software Period End - Stock Control The period-end is a housekeeping routine. You should use it on a monthly basis to match your accounting periods, particularly if you want to keep the monthly history of demand for each stock item up-to...

Stock FIFO 1 - Stock Control

Datafile Software Stock FIFO 1 - Stock Control FIFO COST 1-9 K, L, M Holds the last n cost prices for which goods were received at. This is used within the Stock Valuation report as appropriate. FIFO DATE 1-MAX D, E Holds the last n dates for...

Stock History Analysis

Datafile Software Stock History Analysis The Stock records all contain a rolling history of demand, sales values and cost of sales values for (usually) 12 periods. This new report allow output of a set of demand, sales or cost values to an Excel...

Update Existing Stock Record - Stock Control

Datafile Software Update Existing Stock Record - Stock Control This displays the same screen as that used to add a new stock record. Use to find existing codes. If you enter a code that has not been set-up you are warned...

Potential Out of Stock Report - Stock Control

Datafile Software Potential Out of Stock Report - Stock Control This can be one of the most useful reports to use in the stock system. It attempts to highlight those stock items of which it is possible you will run out unless you order some more...

Sales Issues - Stock Control

Datafile Software Sales Issues - Stock Control You use the sales issues option to record the details of items sold to your customers. For some companies, particularly for cash sales industries such as retail where tax documents such as invoices...

Units of Issue, Pack Sizes and Price Per

Datafile Software Units of Issue, Pack Sizes and Price Per Stock is usually maintained in units. However, a unit to the stock system can itself have a quantity attribute. We might stock, and wish to record stock, of packets of twenty...

Stock File FULL Screen Design (Premier) - Stock Control

Datafile Software Stock File FULL Screen Design (Premier) - Stock Control In Premier systems you have the option to create a user-defined screen in which to display details from the stock file and can be spread over two screens. On selection of...

System Profiles - Stock Control

Datafile Software System Profiles - Stock Control System Profiles hold parameters that define how the application is to work. More than one application program may need to know about the profile for a specific application – for example if...

Revise Cost / Selling Prices on Generated Stock Transactions

Datafile Software Revise Cost / Selling Prices on Generated Stock Transactions When posting stock transactions, typically from Order Processing, there can be times that at the point of delivery and goods received the costs (particularly) are not...

Stock Adjustments - Stock Control

Datafile Software Stock Adjustments - Stock Control Stock adjustments are used to increase or reduce the physical stock level. The reasons for making stock adjustments are many and varied, and can include: Stock has had to be scrapped because it...

Slow Moving Stock Report - Stock Control

Datafile Software Slow Moving Stock Report - Stock Control This report takes a different view of stock. It looks for those an item for which there has been no movement at all for a stated period of time. This period of time is again a parameter...

Invoice and Credit Documents - Batch Tracking

Datafile Software Invoice and Credit Documents - Batch Tracking On complete of the line entry input Invoicer will prompt for the serial/batch details to be issued, as with sales issues in stock control you cannot complete acceptance of the...

Delete Active Stock Records

Datafile Software Delete Active Stock Records This system prevents the deletion of active stock records – those items with a non-zero physical, reserved or on-order quantity or with associated transactions – to protect system integrity...

Assemblies - Bulk Stock Items

Datafile Software Assemblies - Bulk Stock Items Within Stock Assemblies you can be using stock items such as screws, nuts, bolts and washers where there is no need to track each individual item as they are used – instead stock for these items...

Maintain Stock File - Stock Control

Datafile Software Maintain Stock File - Stock Control The options here allow configuration of the maintenance screens used for the stock and location files plus additional replicate options uses with multi-location stock. Maintain Stock Records �...

Stock Control - Stock Availability Enquiry

Stock Availability Enquiry When receiving customer enquiries, you may be asked to check the availability of a stock item. Existing Ledger Enquiry tools allow you to review what’s currently in stock, what’s reserved for...

Stock Optional 3 - Stock Control

Datafile Software Stock Optional 3 - Stock Control CROSS-STOCK 1-5 X (16) Up to five alternate stock codes can be offered during sales order entry when the quantity required for the initially selected item isn’t available. CROSS-MESSAGE 1...

Copy Item Facilities - Batch Tracking

Datafile Software Copy Item Facilities - Batch Tracking Copy Items allow you to copy information from a record in one database to a record generated in another when links between the two databases exist. There are various copy item options in...

Stock Locations - Auto Create / Update Stock Locations

Datafile Software Stock Locations - Auto Create / Update Stock Locations When using Stock Locations the system prompts after creation of a new stock record within Stock Control to set-up the same stock code in other locations and, if Yes, allows...

Period End Procedure - Stock Control

Datafile Software Period End Procedure - Stock Control This routine updates the monthly demand, cost-of-sales and sales values for the period, resets the current period values to zero (or reset to the forward value if appropriate) and removes...

Standard Costing

Datafile Software Standard Costing Standard costing is a technique used particularly in manufacturing industries whereby a cost is calculated for each manufactured item to include parts, labour, and even the costs of the machinery needed to...

Automatic Reports - Stock Control

Datafile Software Automatic Reports - Stock Control The Automatic Reports option runs through selected Stock Reports, sending them to the printer/disk spooler as you choose. This allows you to select one option to print all your month-end stock...

Document Design Manager - Stock Control

Datafile Software Document Design Manager - Stock Control The Document Design Manager is available on the main ‘Installation’ menu for Compact and Professional users, for Diamond and Premier users it is available on the &lsquo...

Document Design Manager - Setting and Applying Font Defaults - Stock Control

Datafile Software Document Design Manager - Setting and Applying Font Defaults - Stock Control Before you start to design your document you may wish to set default fonts for each area of the document.You can amend the fonts for each item...

Build Assembly (Physical) - Stock Control

Datafile Software Build Assembly (Physical) - Stock Control This option builds the assembly for stock – in the process the stock file is updated to show the reduction in the physical stock level of the component items used when building the...

Choosing the Right Company - Stock Control

Datafile Software Choosing the Right Company - Stock Control You can use Datafile to control more than one company’s data. Where you have more than one company, then if the computer doesn’t know which company’s data to process...

Batch / Call-Off - Stock Control

Datafile Software Batch / Call-Off - Stock Control BATCH-TYPE (BSMT) X (1) Holds the type of batch/serial tracking. B-Batch, S-Serial Number, M-Matrix (size/colour), T-Template (batch/size/colour). FIRST-BATCH Y (6) Holds the record number of...

Stock Quantities

Datafile Software Stock Quantities The Datafile Software stock system keeps track of stock movements by unit. It manages four separate quantity fields Physical Quantity. This is the quantity of stock which should physically be present on your...

Order Entry - Batch Tracking

Datafile Software Order Entry - Batch Tracking As batch details are only prompted for a physical movement of stock then order entry, which will only reserve or place stock on-order, would not normally prompt for batch details.However, if...

Over-Stocking and Slow Moving Stock

Datafile Software Over-Stocking and Slow Moving Stock Where only manual methods of stock control are used it is common to find that fast-moving items are under stocked (greater risk and frequency of out-of-stock situations) whereas slower-moving...

Assemblies - Omit Component from Build

Datafile Software Assemblies - Omit Component from Build This new option allows flagged component items to be omitted from assembly build procedures; flagged items are included within reports but are processed with a zero quantity.You might use...

Assembly Block Build Requirements

Datafile Software Assembly Block Build Requirements The assembly build and component stock check processes within Stock Control work on an assembly by assembly basis – if the same component is used in several assemblies for which build is...

Document Design Manager - Parameters - Stock Control

Datafile Software Document Design Manager - Parameters - Stock Control In addition to the design features accessible from the document mask there are various parameter screens which can be used to configure the printed output and the processing...

Multi Location Stock - Stock Control

Datafile Software Multi Location Stock - Stock Control The Datafile Software stock control system supports multiple locations for holding stock. This is achieved by extending the stock code to include a location code too, as described in the...

Maintain Assemblies

Datafile Software Maintain Assemblies This option allows you to define new assemblies and to maintain the details of existing assemblies.The assembly stock item and all its components would usually already exist as stock items before you define...

Flag Component Records to Omit Cost Price

Datafile Software Flag Component Records to Omit Cost Price This new feature allows the facility to flag a component record within an assembly so the cost of the component stock item is not included in the valuation of the assembly or the...

Update Batch Cost on Receipt of Additional Items

Datafile Software Update Batch Cost on Receipt of Additional Items When receiving goods and a new batch record is created the system updates the cost price based on the price of the receipt but any further deliveries of goods into the same batch...

Multiple Locations

Datafile Software Multiple Locations The Datafile Software stock system caters for multiple location stock; whether this is just different areas of the same plant (such as raw materials, work in progress, and finished goods stores) or...

Merge Stock Codes Utility

Datafile Software Merge Stock Codes Utility Where you have multiple operators maintaining the stock system and adding new records you may end up with the same stock item having been added into Datafile under two different stock codes.This...

Excess Stock Report - Stock Control

Datafile Software Excess Stock Report - Stock Control Many companies have not had the capacity in the past to examine their stock-holding in sufficient detail to check whether their stock levels are right or not. A computer is in the position...

Document Design Manager - E-Mail Settings - Stock Control

Datafile Software Document Design Manager - E-Mail Settings - Stock Control The E-Mail Settings option allows you to configure default message details if the document is printed to E-Mail. Data item containing e-mail address – select the data...

Audit Pointers: Stock to Transactions & Audit Pointers: Assembly to Component - Stock Control

Datafile Software Audit Pointers: Stock to Transactions & Audit Pointers: Assembly to Component - Stock Control These options check and reset the relationships between the files concerned. On selection you are asked whether you want to...

Stock Assemblies - Stock Control

Datafile Software Stock Assemblies - Stock Control This section describes the assembly facilities of the stock system showing you how to define the assembly structure and build the assembly. An assembly is a stock item in its own right. You...

Document Design Manager - Print Preview and Test Print - Stock Control

Datafile Software Document Design Manager - Print Preview and Test Print - Stock Control You can preview the document to the screen or the printer from the File pull-down menu. Selecting the Print Preview option shows the document on screen. You...

Reserve Stock - Stock Control

Datafile Software Reserve Stock - Stock Control If you want to reserve stock against sales issues, then you can use this transaction option to achieve it.When a sales issue reduces stock subsequently, you are given the opportunity also to reduce...

Assemblies - Include Wastage in Valuations

Datafile Software Assemblies - Include Wastage in Valuations If Stock Items and/or Assemblies configured for wastage calculations then, during build processes, the system calculates the values including the wastage but the options to recalculate...

Reset Stock Take Values - Stock Control

Datafile Software Reset Stock Take Values - Stock Control The Stock Take procedure is a four-stage procedure (see the section on Stock Take earlier for more details). If had to abandon the stock take process previously as, for example, you ran...

Batch Code Enquiry - Batch Tracking

Datafile Software Batch Code Enquiry - Batch Tracking The Batch Code Enquiry option allows you to select a batch code and view its quantity, sales and purchase information. On selection of the option you will be asked for the batch code to...

Transaction Control Numbers - Stock Control

Datafile Software Transaction Control Numbers - Stock Control This option lets you manually reset certain transaction pointer numbers in the control files.For example the Stock control numbers hold the ‘Highest Transaction after Last...

Transferring from Existing Stock Control

Datafile Software Transferring from Existing Stock Control You are probably transferring your stock control from either a computer or manual system onto the computer, or you may be formalising your stock control for the first time. The usual...

Stock Analysis Summary - Stock Control

Datafile Software Stock Analysis Summary - Stock Control The purpose of this report is to give you a summary of (say) the demand in value terms analysed over the analysis code categories defined in your stock file. For example, suppose you used...

Period / Year End Facilities - Stock Control

Datafile Software Period / Year End Facilities - Stock Control Three screens are displayed within this option. The first screen displays the status of the stock system with regards to the period end updates. These display whether you remove...

Location Maintenance - Stock Control

Datafile Software Location Maintenance - Stock Control You use this part of the program to maintain the stock locations details needed for the multi-location stock option. If you have not defined your system for multi-location stock (defined...

Default Batch Type for New Stock Items

Datafile Software Default Batch Type for New Stock Items When adding new stock records options are available to set default batch configuration settings when you mark an item for batch/serial tracking but you couldn’t set the system so...

Stock Transactions - Stock Control

Datafile Software Stock Transactions - Stock Control This option allows you to configure, over four screens of parameters, how transactions are to be entered into the system. Stock Transactions (screen 1 of 4) Transaction References Always...

Stock Transfers - Stock Control

Datafile Software Stock Transfers - Stock Control Stock transfers occur when you move stock from one stock code to another. You may need to do this for a number of reasons, including: You have several quality standards for a product, and have...

Retail Stock (1 and 2) and Retail Transactions - Stock Control

Datafile Software Retail Stock (1 and 2) and Retail Transactions - Stock Control Only applicable for the Retail Stock Accessory

Delete a Stock Record - Stock Control

Datafile Software Delete a Stock Record - Stock Control This option, again displaying the same screen as to add a stock record, allows you to remove a stock code that has been added incorrectly or is no longer required. You are ONLY allowed to...

Average Cost Updating - Replace Cost if Stock Cost is Zero

Datafile Software Average Cost Updating - Replace Cost if Stock Cost is Zero Stock System Profiles (and Purchase Invoice or Purchase Order Processing documents) allow the system to be configured to update the stock cost price on an average basis...

Document Design Manager - Moving, Deleting and Amending Items - Stock Control

Datafile Software Document Design Manager - Moving, Deleting and Amending Items - Stock Control You can move an items position by selecting it with the mouse and dragging it to where it’s required.If the ‘Tools’ option &lsquo...

List Assemblies - Stock Control

Datafile Software List Assemblies - Stock Control This option gives a list to screen of the assemblies defined on the system. This display is in assembly number order.

Stock Statements / Enquiries - Stock Control

Datafile Software Stock Statements / Enquiries - Stock Control You specify the details printed for the stock statement report here. Details from the stock record are used in the header part of the statement, followed by detail from the stock...

Application Manager - Stock Control

Datafile Software Application Manager - Stock Control Selecting the Application Manager (Diamond and Premier only) menu option gives a further sub-set of actions. The options available on this menu are discussed in their own selections later on...

Document Design Manager - Page Setup - Stock Control

Datafile Software Document Design Manager - Page Setup - Stock Control Paper Size – offers a drop-down list of paper sizes available. Select the paper size appropriate. Print in Landscape– set whether the document is to be printed in...

Selective Extra Batch Input Items

Diamond and Premier Only Batch Tracking parameters allow for the input / display of up to five extra data items from the batch record when prompted to select a batch record – for example this could be used do input an expiry date on goods receipt. ...

Document Design Manager - Inserting New Items - Stock Control

Datafile Software Document Design Manager - Inserting New Items - Stock Control To insert a new item position the mouse where you wish to insert the item and press the right-button on the mouse (hereafter described as right-click). A menu...

Copy Batch Items to Stock Transactions

Datafile Software Copy Batch Items to Stock Transactions Batch Tracking System Profiles allows the facility to record the batch transactions on the stock transaction file as opposed to the batch transaction file. New in Release 6.5 in this...

Stock Transactions

Datafile Software Stock Transactions You can use these menu options to record movements of stock in your system. If you have purchased any of the Datafile Software order processing, invoicing and/or job costing applications, then these can also...

Introduction to Batch Tracking

Datafile Software Introduction to Batch Tracking Batch Tracking is an application accessory available on the Diamond and Premier Product levels. It adds batch tracking facilities to the stock, invoicing, order processing and job costing...

Stock Take - Batch Tracking

Datafile Software Stock Take - Batch Tracking DATE COUNTED D, E Last date a count was done for this batch record COUNTED QUANTITY K, L, M The ‘physically’ counted quantity for this batch record COMPARE QUANTITY K, L, M The quantity...

Goods Received - Stock Control

Datafile Software Goods Received - Stock Control This option differs from the previous option ‘Purchase Orders Received’ only in that it assumes that the items were not originally entered as on-order. It does not therefore reduce the...

Reports - Batch Tracking

Datafile Software Reports - Batch Tracking The Reports option allows up to eight reports to be defined against the batch file, one of which is pre-defined for you as a batch ‘listing’ report. On selection of the Reports option you...

Multi Location Enquiries - Stock Control

Datafile Software Multi Location Enquiries - Stock Control When using multi-location stock this option allows you to quickly display stock from all locations and switch the enquiry from one location to another. Stock Items for Location List ...

Trans Optional - Batch Tracking

Datafile Software Trans Optional - Batch Tracking S/L P/L ACCOUNT X (10) Holds the sales or purchase account (as appropriate) that the transaction was generated for. S/L P/L ORDER REF X (16) Holds the order number that the transaction was...

Forecasting and Stock Replenishment

Datafile Software Forecasting and Stock Replenishment A stock system can pay for itself if it helps to avoid the "lost sale” — the situation where you haven’t made a sale because you had not got the item in stock. An example of...

Extra (Other) Maintenance Screens - Stock Control

Datafile Software Extra (Other) Maintenance Screens - Stock Control The extra maintenance screens, available on all product levels except Compact, allow extra maintenance screens that are tied to a specific aspect of stock maintenance or enquiry...

Compact & Audit Database - Stock Control

Datafile Software Compact & Audit Database - Stock Control The internal processing of databases does not necessarily re-use the space occupied by records that have been deleted (particularly in master files such as the Stock file). New...

Recalculate Cost Prices - Stock Control

Datafile Software Recalculate Cost Prices - Stock Control As you approach the period-end the pressure of transaction generation often means the entry of purchase information lags behind the entry of sales details. This doesn’t affect the...

Force To-Stock to Match From-Stock on Batch Transfers

Datafile Software Force To-Stock to Match From-Stock on Batch Transfers A common use for Batch Tracking is to assign ‘bin locations’ for all stock items to track the quantity of a given stock item in any one location. In this...

Location Transfer - Stock Control

Datafile Software Location Transfer - Stock Control The Location Transfer option is a more streamlined method of transferring stock from one warehouse location to another. From Location To Location These prompts, in the transaction header, ask...

Batch Tracking

Datafile Software Batch Tracking The Batch Tracking accessory, available on Datafile Diamond and Premier, allows you to record the serial and batch numbers of stock items and track their movement.Information about the batch/serial number is held...

Database Audit - Stock Control

Datafile Software Database Audit - Stock Control Use this option to check the internal integrity of any of the Stock application files. If you’re sure that a particular record is in the file but you cannot select it via the indexes then...

Mark Stock Records for Year End Delete - Stock Control

Datafile Software Mark Stock Records for Year End Delete - Stock Control As discussed with the DELETE option above you cannot delete a stock record once a transaction has been recorded against it unless clearing down transactions at period end....

Stock Reports - Stock Control

Datafile Software Stock Reports - Stock Control Here you define how the stock reports, based on the stock records file, are to print. For each report the parameters you must give include the print style (type of printing), the data items to print...

Trans Mandatory - Stock Control

Datafile Software Trans Mandatory - Stock Control TRANSACTION-TYPE X (1) Identifies the type of transaction TRANSACTION DATE D, E Holds the date the transaction was entered ‘as at’. STOCK CODE X (16) Holds the stock code the...

Stock Prices - Stock Control

Datafile Software Stock Prices - Stock Control SELLING-PRICE 1-9 K, L, M, * Up to nine different selling prices can be held for a stock item (5 on Professional Systems, 3 on Compact). Whilst different prices can use different types they should...

Currency Considerations

Datafile Software Currency Considerations The foreign currency application, available on Datafile Diamond and Premier, allows sales and purchases in currencies other than Pound Sterling (or more correctly your base currency). Whilst stock...

Stock Optional 2 - Stock Control

Datafile Software Stock Optional 2 - Stock Control NON-STOCK ITEM ? Flag to identify items for which you do not want to track quantities. MEMO-REFERENCE Y (6) Holds the reference number of any memo attached to the stock item.The filename of the...

Transaction / Detail Enquiries - Stock Control

Datafile Software Transaction / Detail Enquiries - Stock Control This option gives you the ability to configure the display of the stock transaction enquiries available for each stock record. On selection of this option you are able to set the...

Component Stock Check - Stock Control

Datafile Software Component Stock Check - Stock Control This option is also processed identically to the ‘Build Assembly (Physical)’ option. In this case no stock quantities are updated – this option is a useful utility to check...

Calculate Estimated Usage - Stock Control

Datafile Software Calculate Estimated Usage - Stock Control This option calculates a usage figure for each item. You can base this either on the period demand figure or the year-to-date demand figure.You need to know the time period defined as...

Recalculate Cost of Assemblies - Stock Control

Datafile Software Recalculate Cost of Assemblies - Stock Control The cost price of stock items is updated primarily when you receive goods into stock; items which are assembled have their cost price updated when built. You may however wish to...

Application Screen Layouts - Stock Control

Datafile Software Application Screen Layouts - Stock Control This option allows access to the ‘Maintain Stock’ section of the Application User Facilities. Refer to this section above for further details.

Document Design Manager - Document Watermark - Stock Control

Datafile Software Document Design Manager - Document Watermark - Stock Control You have the option to add a bitmap behind the entire document to act as a watermark. (If converting an earlier document that had a bitmap background then this is set...

Assemblies and Parts Explosion

Datafile Software Assemblies and Parts Explosion Many companies not only stock complete units, but also the components which are used to make complete units. A jam manufacturer, for example, would need to stock jam-making materials, empty...

Set Company Details - Stock Control

Datafile Software Set Company Details - Stock Control The Stock documents allow the printing of ‘data’ items for the company name and address details.This can be a useful alternative to entering the address details as text on the...

Assembly Items - Stock Control

Datafile Software Assembly Items - Stock Control ASSEMBLY-NO X (16) Holds the Assembly Code STOCK-CODE X (16) Holds the Stock Code of the completed item. BUILD-QTY K, L, M Holds the qty of the completed item to be built. FIRST-DETAIL Y (6) Holds...

Additional Options for the Print & Value Assemblies Report

Datafile Software Additional Options for the Print & Value Assemblies Report The Print & Value Assemblies report option, available within the Stock Control / Assemblies menu, gives you a report showing each assembly with its component...

Controls and Audit Manager - Stock Control

Datafile Software Controls and Audit Manager - Stock Control The Controls and Audit Manager contains all the utility routines used to check the integrity of the database files and to undertake various housekeeping actions. The tools supplied...

Maintain Matrix Templates - Batch Tracking

Datafile Software Maintain Matrix Templates - Batch Tracking The ‘Matrix’ options are an add-on to the Batch Tracking facilities for were items are not serial or batch tracked but are available in different configurations. One option...

Select Key Definition - Stock Control

Datafile Software Select Key Definition - Stock Control Whenever you press against an application database within the stock system the details displayed can be configured to show the details you require. This is done via the ...

View a Stock Record - Stock Control

Datafile Software View a Stock Record - Stock Control Again this displays the same screen as that used to add a new stock record. can be used to find the stock code where not known, or you can enter the code from the keyboard. As...

Configuring Stock Control

Datafile Software Configuring Stock Control Your Datafile Software Stock application has a wide range of possible facilities, and you can undertake a great amount of structuring so that it suits your particular operation.Some of the general...

Audit Pointers: Batch to Stock & Audit Pointers: Batch to Transactions - Batch Tracking

Datafile Software Audit Pointers: Batch to Stock & Audit Pointers: Batch to Transactions - Batch Tracking These options check and reset the relationships between the files concerned. On selection you are asked whether you want to perform the...

Transaction Reports - Stock Control

Datafile Software Transaction Reports - Stock Control Here you define how the transaction reports, based on the transaction records file, are to print.For each report the parameters you must give include the print style (type of printing), the...

Stock Demand - Stock Control

Datafile Software Stock Demand - Stock Control DEMAND-YEAR K, L, M Quantity sold so far this year DEMAND-PERIOD K, L, M Quantity sold so far this period DEMAND-WEEK K, L, M Quantity sold so far this week (only applicable if using weekly period...

Copy Item Facilities - Stock Control

Datafile Software Copy Item Facilities - Stock Control Copy Items allow you to copy information from a record in one database to a record generated in another when a link between the two databases exists. There are various copy item options in...

Batch Reports - Batch Tracking

Datafile Software Batch Reports - Batch Tracking Here you define how the batch reports, based on the batch records file, are to print. For each report the parameters you must give include the print style (type of printing), the data items to...

Ledger Enquiry Manager - Stock Control

Datafile Software Ledger Enquiry Manager - Stock Control The Ledger Enquiry Manager (Diamond and Premier only) allows you to configure the display screen for the Stock Enquiry. Enquiries Allowed for this Company Although there are no specific...

Enquire Where Stock Used - Stock Control

Datafile Software Enquire Where Stock Used - Stock Control This option allows entry of a stock record and then lists the assemblies in which that component is used.This could be used to check the assemblies that need to be updated when a...

Entering Stock Transactions - Batch Tracking

Datafile Software Entering Stock Transactions - Batch Tracking When entering stock transactions through the Stock application the system prompts for the batch/serial details where appropriate for the stock item and the transaction type.Within...

List of Stock Codes - Stock Control

Datafile Software List of Stock Codes - Stock Control This report gives you a snapshot of the stock holding for each item, showing the physical stock, the quantities on-order and reserved, and thus the free stock available for sale.The cost...

Document Design Manager - The Document Design Toolbar - Stock Control

Datafile Software Document Design Manager - The Document Design Toolbar - Stock Control Before discussing the specifics of designing a document, you should review the document design toolbar. The toolbar has the options – File, Edit, Tools,...

View Current Period Dates - Stock Control

Datafile Software View Current Period Dates - Stock Control This option allows you to view the current accounting calendar showing the active periods for the sales and purchase ledgers as well as stock.

Database Audit - Batch Tracking

Datafile Software Database Audit - Batch Tracking Use this option to check the internal integrity of any of the Batch Tracking application files. If you’re sure that a particular record is in the file but you cannot select it via the...

Assembly Reports - Stock Control

Datafile Software Assembly Reports - Stock Control Three Assembly reports are available for configuration, each split into two configuration options for the assembly header details and the component stock detail. The Print Assy.(or Assembly)...

Out of Stock Report - Stock Control

Datafile Software Out of Stock Report - Stock Control This report shows those items for which the physical stock is zero (or negative). You must decide whether to order any more – although any stock if this item already on-order is also shown....

Print / Value Assemblies - Stock Control

Datafile Software Print / Value Assemblies - Stock Control This option gives you a report showing the assemblies, the list of component parts, and the value (usually at cost price) for each of the component details and the assembly in total. To...

Separate Lookups for Second / Extra Maintenance Screens

Datafile Software Separate Lookups for Second / Extra Maintenance Screens The look-up database(s) used in the stock record second and extra maintenance screens were shared with the standard stock record screen. A new option in Release 6.1 allows...

Location File - Stock Control

Datafile Software Location File - Stock Control LOCATION CODE X (10) Holds the stock location code LOCATION NAME X (30) Holds the location name

Recall Standard Text - Batch Tracking

Datafile Software Recall Standard Text - Batch Tracking Recall Standard Text allows you to attach a word or phrase to a specific key combination (such as + ). For example you might have a series of standard texts to use for...

Sales Issues / Reservation Listing - Stock Control

Datafile Software Sales Issues / Reservation Listing - Stock Control On the sub-menu ‘Transaction Reports’ this report lists the sales issues and stock reservations – types 1 and 6 – generated for the current period. Although...

Stock FIFO 1 / Assy - Stock Control

Datafile Software Stock FIFO 1 / Assy - Stock Control FIFO QTY 1-9 K, L, M Holds the last n purchase quantities for the stock item. ASSEMBLY CODE X (32) Holds the assembly code of the ‘kit’ used to build this item (if any) APPLY...

Stock Cost Values - Stock Control

Datafile Software Stock Cost Values - Stock Control COST FOR YEAR K, L Holds the cost-of-sales for year-to-date COST FOR PERIOD K, L Holds the cost of sales for period-to-date COST PERIOD 1-13 K, L Holds the cost of sales value for stock periods...

Record Batch Transactions on Stock Transaction File

Datafile Software Record Batch Transactions on Stock Transaction File When generating stock movements for batch/serial tracked items the stock transaction file is updated with one record for the total movement and individual transactions for...

Expand Data Files - Stock Control

Datafile Software Expand Data Files - Stock Control If not setting the auto-expand options then this option allows you to manually expand the data files as necessary.

Trans Mandatory - Batch Tracking

Datafile Software Trans Mandatory - Batch Tracking TRANSACTION TYPE X (1) Holds the type of transaction. 1 – Sales Issue 3 – Purchase Delivery 4 – Goods Received 5 – Adjustment 7 – Transfer 8 – Stock Take Adjustment 9 –...

Assemblies - Record Original Assembly Settings

Datafile Software Assemblies - Record Original Assembly Settings When building a stock assembly into physical stock the option exists to amend the component lines before the build is processed. New for Release 6.5 additional options have been...

Memo Facility Configuration - Stock Control

Datafile Software Memo Facility Configuration - Stock Control The Memo facility allows you to record notes against stock records. Within the Ledger Enquiry Manager you have the option to define, for all applications, where the memo files are...

Set Auto Expand Data Files - Batch Tracking

Datafile Software Set Auto Expand Data Files - Batch Tracking Datafile reserves a fixed space for database files and you need to expand that space should the file become full. This option allows you to set internal system parameters sot that it...

Clear Down Batch and Batch Transactions - Batch Tracking

Datafile Software Clear Down Batch and Batch Transactions - Batch Tracking The batch tracking clear down procedures allow you to remove old (long) issued batches and / or transactions that are no longer required for enquiry purposes. On...

Prompts Used Throughout Reporting Procedures - Stock Control

Datafile Software Prompts Used Throughout Reporting Procedures - Stock Control Throughout the stock application there is a common set of questions whenever a report is printed – supplemented by others for the specific report. These questions...

Transaction Entry - Additional Options for User 1/2 Items

Datafile Software Solutions Transaction Entry - Additional Options for User 1/2 Items A feature within Stock System Profiles allows the system to configure two additional prompts for use during transaction entry within Stock Control. When...

Maintain Batch Matrix - Batch Tracking

Datafile Software Maintain Batch Matrix - Batch Tracking This option allows you to define the screen used when creating/amending a matrix template.Screen design processes are general throughout the system: To display a data item, position the...

Mandatory Extra Input Items

Diamond and Premier Only Each of the Stock Transaction processes allows, for batch/serial flagged items, up to five extra items to be recorded per individual batch/serial (subject to screen limitations). These extra items can be set to be view-only...

Select Key Definition - Batch Tracking

Datafile Software Select Key Definition - Batch Tracking Whenever you press against an application database within the batch tracking application the details displayed can be configured to show the details you require.This is...

Replicate a Stock Record - Stock Control

Datafile Software Replicate a Stock Record - Stock Control If using Multi-Location Stock this option allows you to replicate a stock item from one location to others. After selecting the stock record you are asked ‘Setup XXXXX for other...

Set Application Code Formats - Stock Control

Datafile Software Set Application Code Formats - Stock Control This option allows you to set the prime index format for each of the application databases including the stock and assemblies files. The default format for the stock and assembly...

Assemblies - Component Stock Check Report

Datafile Software Assemblies - Component Stock Check Report The Component Stock Check procedure produces a ‘build’ report and includes details of any product shortfalls but could only be output to printer. From Release 6.5 this...

Transaction Optional - Stock Control

Datafile Software Transaction Optional - Stock Control SL/PL-ACCOUNT X (10) Holds the sales/purchase account code for which this transaction was generated. NOMINAL CODE X (16) Holds the nominal code. Typically this is the sales (or purchase...

Security and User Manager - Batch Tracking

Datafile Software Security and User Manager - Batch Tracking The Security and User Manager allows you to set authority levels and passwords on specific application options and to define any user authority overrides. After selecting the...

Stock Price Changes - Stock Control

Datafile Software Stock Price Changes - Stock Control This report lists the cost and sale price change transactions (Type A) for the current period – unless overridden via selection criteria.

Ideal Buying Quantity

Datafile Software Ideal Buying Quantity The next judgement is — how much to buy? Your supplier may have minimum quantities and pricing breaks to encourage you to buy more at one drop. If you do not buy enough, you may have to re-order...

Transaction Analysis Summary - Stock Control

Datafile Software Transaction Analysis Summary - Stock Control This report analyses your transactions against one of the transaction analysis codes. Sales, Purchase, Adjust (S, P, A)? Choose the transactions you wish to analysis – sales,...

Recall Standard Text - Stock Control

Datafile Software Recall Standard Text - Stock Control Recall Standard Text allows you to attach a word or phrase to a specific key combination (such as + ). For example you might have a series of standard texts to use for...

Maintain Assemblies - Stock Control

Datafile Software Maintain Assemblies - Stock Control This parameter screen provides additional options that can configure how stock assembly details are maintained and built. Show Stock Description and Cost Price for Each Component? If set then...

Stock Reports

Datafile Software Stock Reports You can print stock reports as and when you need them and this option groups all the reports for the stock system – the stock reports, stock statement and stock transaction reports.Choosing the ‘Stock...

Batch Statements - Batch Tracking

Datafile Software Batch Statements - Batch Tracking The Batch Statement option allows you to define eight ‘statement’ style reports. These statements are made up of a master file – either the stock or batch file – and a detail...

Matrix Enquiry - Batch Tracking

Datafile Software Matrix Enquiry - Batch Tracking The Stock Ledger Enquiry allows you to view a list of the batches available for each stock item showing physical quantities etc., and the batch code enquiry allows you to see the quantity details...

Other Applications - Batch Tracking

Datafile Software Other Applications - Batch Tracking Stock Control, Sales Order Processing, Purchase Order Processing and Bill of Materials all have database profiles settings for batch tracking parameters. Stock Control, discussed earlier in...

Batch Mandatory - Batch Tracking

Datafile Software Batch Mandatory - Batch Tracking BATCH NUMBER X (32) The prime index of the batch file holding the batch code itself. STOCK CODE X (32) Holds the stock code that the batch/serial item belongs to. STOCK RECORD NO Y (6) Holds the...

Purchase Orders Received - Stock Control

Datafile Software Purchase Orders Received - Stock Control This transaction option should only be used for stock items that were previously marked as on-order through the ‘Enter Purchase Order’ option described above. The procedures...

Document Design Manager - Save and Exit - Stock Control

Datafile Software Document Design Manager - Save and Exit - Stock Control The File pull-down allows you to save the document and exit the document design. If you exit without saving you will be prompted to save the changes – if you respond ...

Set Auto Expand Data Files - Stock Control

Datafile Software Set Auto Expand Data Files - Stock Control Datafile reserves a fixed space for database files and you need to expand that space should the file become full. This option allows you to set internal system parameters sot that it...

Works Order Entry - Batch Tracking

Datafile Software Works Order Entry - Batch Tracking As batch details are only prompted for a physical movement of stock then works order entry, which will only reserve or place stock on-order, would not normally prompt for batch details....

Stock Enquiry

Datafile Software Stock Enquiry The Stock Enquiry allows you to view the transactions generated for a stock item within the current period. On selection of the option you are asked to enter the stock code to enquiry upon ( is...

Catalogue of Stock Prices - Stock Control

Datafile Software Catalogue of Stock Prices - Stock Control The price catalogue shows the stock code, the description, and as many price levels as you have defined on your system - 3 on Datafile Compact, 5 on Datafile Professional, and up to...

Batch Transaction Reports - Batch Tracking

Datafile Software Batch Transaction Reports - Batch Tracking Here you define how the transaction reports, based on the batch transactions file, are to print.For each report the parameters you must give include the print style (type of printing),...

Compact & Audit Database - Batch Tracking

Datafile Software Compact & Audit Database - Batch Tracking The internal processing of databases does not necessarily re-use the space occupied by records that have been deleted (particularly in master files such as the Batch file). New...

Order Acknowledgement - Batch Tracking

Datafile Software Order Acknowledgement - Batch Tracking The Order Acknowledgement document can print the batch details that have been pre-allocated as part of the order entry process. Alternatively the system can be configured to prompt for...

Matrix Factors - Batch Tracking

Datafile Software Matrix Factors - Batch Tracking FACTOR 1 NAME X (10) Holds the description for the first factor – i.e. ‘Colour’, ‘Size’, etc. FACTOR 1 FORMAT X (10) Holds the ‘code’ format for the first...

Security and User Manager - Stock Control

Datafile Software Security and User Manager - Stock Control The Security and User Manager, available on Professional upwards, allows you to set authority levels and passwords on specific application options and to define any user authority...

Stock Mandatory - Stock Control

Datafile Software Stock Mandatory - Stock Control STOCK CODE X (16) The prime index of the stock file holding the Stock Code itself and, in the case of location stock, the first few characters identify the stock location code. In Premiersystems...

Stock File ITEM Screen Design - Stock Control

Datafile Software Stock File ITEM Screen Design - Stock Control If Diamond (or Premier and you don’t wish to use the full screen design) then this option allows you to quickly configure the display of up to 32 items from the stock file in...

Assembly Builds - Stock Control

Datafile Software Assembly Builds - Stock Control This report lists the assembly builds (Type 9) for the current period. Again, selection criteria could be used to override this.

Sales / Purchase Order Processing - Batch Tracking

Datafile Software Sales / Purchase Order Processing - Batch Tracking On documents that update stock, usually the delivery note but if no delivery note in use then the invoice, you can print the batch details issued/received. In addition where...

Save Period End Reports

Datafile Software Solutions Save Period End Reports As with the Sales and Purchase Ledger option covered earlier when you run the Period End for the Stock you often print a series of reports and a ‘Automatic Period End Reports’...

Application User Facilities - Batch Tracking

Datafile Software Application User Facilities - Batch Tracking The Application User Facilities allows configuration of the individual options within Batch Tracking menu

Purchase Orders / Deliveries - Stock Control

Datafile Software Purchase Orders / Deliveries - Stock Control Again available off the ‘Transaction Reports’ sub-menu, this report lists purchase orders placed; purchase orders received, and goods received transactions —...

Set Application Code Formats - Batch Tracking

Datafile Software Set Application Code Formats - Batch Tracking This option allows you to set the prime index format for each of the application databases including the batch and batch matrix files. The default format for the batch file is...

Batch Optional 1 - Batch Tracking

Datafile Software Batch Optional 1 - Batch Tracking SUPP CODE X (10) Holds the account code of the supplier, where appropriate, whom the batch was purchased from. PURCH ORDER REF X (16) Holds the purchase order number, where appropriate, the...

System Status - Batch Tracking

Datafile Software System Status - Batch Tracking This option displays a summary of the current status of the batch files; showing company details, file sizes and stock period dates.

Batch Optional 3 - Batch Tracking

Datafile Software Batch Optional 3 - Batch Tracking POP CREDITS PURCH ORDER REFERENCE X (16) If referenced then when a goods returned process is generated through POP then instead of updating the purchase order number referenced in Optional 1,...

Batch Matrix - Batch Tracking

Datafile Software Batch Matrix - Batch Tracking MATRIX CODE X (10) Holds the prime index of the matrix template file. DESCRIPTION X (30) Holds the description of the matrix template HEADING X (30) Holds the description updated as the &lsquo...

Transaction Reports - Batch Tracking

Datafile Software Transaction Reports - Batch Tracking Selecting the Transaction Reports option gives you a sub-menu of batch transaction reports available for print. Each of the reports offers the same optional parameters that can be selected...

All Transaction Listing - Stock Control

Datafile Software All Transaction Listing - Stock Control The All Transactions listing is the main transactions report – the others included on a sub-menu of Transaction Reports – and prints all transactions in the current period in the...

Database Profiles - Stock Control

Datafile Software Database Profiles - Stock Control Database Profiles are the interface between the program and the databases, allow the program to read/update the data and interpret the values contained within.

Database Profiles - Batch Tracking

Datafile Software Database Profiles - Batch Tracking Database Profiles are the interface between the program and the databases, allow the program to read/update the data and interpret the values contained within. The data item profiles for...

Document Design Manager - Batch Tracking

Datafile Software Document Design Manager - Batch Tracking The Document Design Manager is available on the ‘Application Manager’ sub-menu. Whilst Batch Tracking has no documents of its own – the document options for Stock,...

Application User Facilities - Stock Control

Datafile Software Application User Facilities - Stock Control The Application User Facilities allows configuration of the individual options within Stock Control and is available for Diamond and Premier Users.

Statements - Batch Tracking

Datafile Software Statements - Batch Tracking The Statements allows up to eight reports – these can be reports based on the stock records detailing the batches associated with that stock item, or based on the batch file detailing the...

Invoicer Documents - Batch Tracking

Datafile Software Invoicer Documents - Batch Tracking If the Invoicer document is linked to Stock Control then you may need to print the batch details. The positioning of the print items for the batch detail can be configured from the document...

Application Manager - Batch Tracking

Datafile Software Application Manager - Batch Tracking Selecting the Application Manager (Diamond and Premier only) menu option gives a further sub-set of actions.The options available on this menu are discussed in their own selections later...

Stock Adjustments Report - Stock Control

Datafile Software Stock Adjustments Report - Stock Control This report lists stock adjustment transactions and stock take adjustments — transaction types 5 and 8.It lists only the transactions for the current period, unless you override...

Batch Enquiry - Batch Tracking

Datafile Software Batch Enquiry - Batch Tracking This option allows you to define the screen displayed when you perform a Batch Enquiry within the Batch Tracking menu.

Application Screen Layouts - Batch Tracking

Datafile Software Application Screen Layouts - Batch Tracking This option allows access to the screen designs for Batch Tracking, firstly the Batch Matrix maintenance screen and then the Batch Enquiry screen. These are discussed within the...

Stock Sale Values - Stock Control

Datafile Software Stock Sale Values - Stock Control VALUE FOR YEAR K, L Holds the value of year-to-date sales VALUE FOR PERIOD K, L Holds the value of period-to-date sales VALUE PERIOD 1-13 K, L Holds the sales value for stock periods 1-13....

Edit System Status Display - Batch Tracking

Datafile Software Edit System Status Display - Batch Tracking Each application has a ‘System Status’ option that summarises the key facts about it, such as files, their sizes, how full they are, the current period number and period...

Stock Optional 1 - Stock Control

Datafile Software Stock Optional 1 - Stock Control SALES-ANALYSIS N, T Default sales analysis code used on sales issues. Also used as analysis code for sales order processing and invoicer. PURCHASE-ANALYSIS N, T Default purchase analysis code...

Build Assembly (On-Order) - Stock Control

Datafile Software Build Assembly (On-Order) - Stock Control This option is processed identically to the option ‘Build Assembly (Physical)’. However instead of updating the quantity as physical stock the on-order quantity is updated...

Stock Assembly - Batch Tracking

Datafile Software Stock Assembly - Batch Tracking ASSY BUILD NO X (6) If batch record built through the Stock Control ‘Assembly’processes then this option contains the assembly build reference. ASSY BUILD DATE D, E If batch record...

Stock Transfers Report - Stock Control

Datafile Software Stock Transfers Report - Stock Control This report lists the stock transfers (type 7) and, if the Assemblies report not configured, the assembly builds (type 9). Again, only transactions for the current period are listed unless...

Enter Purchase Orders - Stock Control

Datafile Software Enter Purchase Orders - Stock Control This option is used to record purchase orders that you have placed on suppliers. The procedures involved in completing purchase order transactions are virtually the same as for sales issues,...

System Status - Stock Control

Datafile Software System Status - Stock Control This screen is for information only and lists the items displayed when the stock ‘System Status’ option is selected.

Save Demand and Sales Values for Previous Years

Diamond and Premier Only Stock Control allows you to save demand, sales values and cost of sales values on a rolling calendar basis and at any point in time you have values for the last calendar year. This new feature allows for the system...

Expand Data Files - Batch Tracking

Datafile Software Expand Data Files - Batch Tracking If not setting the auto-expand options then this option allows you to manually expand the data files as necessary.

Edit System Status Display - Stock Control

Datafile Software Edit System Status Display - Stock Control Each application has a ‘System Status’ option that summarises the key facts about it, such as files, their sizes, how full they are, the current period number and period...

Stock Issues - Batch Tracking

Datafile Software Stock Issues - Batch Tracking On complete of the line entry input for a stock issue the system will prompt for the serial/batch details to be issued, as with sales issues in stock control you cannot complete acceptance of the...

Controls and Audit Manager - Batch Tracking

Datafile Software Controls and Audit Manager - Batch Tracking The Controls and Audit Manager contains all the utility routines used to check the integrity of the database files and to undertake various housekeeping actions. The tools supplied...

Batch Optional 2 - Batch Tracking

Datafile Software Batch Optional 2 - Batch Tracking BOM ON-ORDER QTY K, L, M Holds the quantity on-order through Bill of Materials BOM RESERVED QTY K, L, M Holds the quantity reserved through Bill of Materials WORKS ASSEMBLY WORKS ORDER...

Import Batch Tracked Stock Lines

Diamond and Premier Only This new feature enables the facility to import stock transactions for Stock items flagged as Serial or Batch tracked. Installation Stock Batch Update Installation Details The Optional Features parameters allow an...

Build Document - Batch Tracking

Datafile Software Build Document - Batch Tracking As part of the build document process the system will prompt for the batch/serial details as the ‘action’ quantities are processed. If the build item is serial/batch tracked and any...

Stock Transaction - Select Stock by Alternate Item

This new facility allows the option in Stock Control transaction entry to select the stock code by an alternate item, such as the supplier part number or bar code, held on the stock record. If configured, the system will prompt for the...

Base Date for Slow Moving Stock Report

Datafile 2019 and above The Slow-Moving Stock Report lists the stock records where the last transaction date is more than X days older, where X is defined within the Stock System Profiles. As the base date is the transaction date this can be...

Warehouse Tablet - User-Defined Database Landing Page / Edit

This feature allows you to configure the tablet to show records from an application database and enquire / edit items. For example, you could display the stock records and allow edit options to set the stock bar code. Alternatively, you could display...

Update Last Sale / Purchase Dates with Assembly Build

On the Stock record you have the option to record a last transaction date, a last sale date and a last purchase date. When building Stock Assemblies – either in Stock Control or via Bill of Materials – the system will update the last transaction...

Recalculate Cost of Assemblies

The Recalculate Cost of Assemblies procedure updates the cost price on the finished stock item based on the current cost of the components. Currently the procedure allows you to set the range of assembly codes to be processed, this new feature allows...

Automatic Stock Take – Zero Quantity Adjustments

When processing stock take adjustments the system writes a stock take adjustment transaction for each stock code with a discrepancy between the counted qty and the initialised ‘compare’ quantity. However, if no variance is found then the...

Location Stock – Increased Items Allowed for Replication

When using multi-location stock if you add or update a stock record via the stock maintenance options the system can prompt for you to create/update the same stock items in the other locations. As part of the configuration options, you were allowed...

Assembly Maintenance – Select Alternate Part References

Datafile 2020 introduced an option into Sales and Purchase Order Processing entry to select an alternate part reference from a selection of reference items on the selected stock reference. This could be used for the likes of alternate supplier...

Stock Take – Extra Confirm Item in Counted Qty Entry

When entering stock take counted quantities this new feature allows you to display an extra confirm item per entry line. This item can be used for the likes of recording who has counted the stock (as opposed to the person entering the count) or a...

Warehouse Tablet - Sales / Purchase Order Picks - Disable Manual Input

When processing stock items that are batch/serial tracked existing options allow you to force the user to scan a bar code to select/confirm the batch to be picked. This option extends this facility to the stock items preventing you manually selecting...

Warehouse tablet - New Tablet Users / Inherit Settings

When adding a new user to Datafile then before they can log on to the tablet various settings updates need to be applied – updating the selection criteria for sales/purchase order selection, choosing the list items for the order selection and so on...

Assemblies – New ‘Time` Component Type

When defining Stock Assemblies existing options allow you to include general stock components, notes and comments. In addition, an optional feature is available to enter ‘Operation’ codes which are used as ‘headings’ or &lsquo...

Warehouse Tablet - Sales / Purchase Order Picks - Highlight Short Picks

If quantity selected for picking is less than the qty to be picked then enabling this option highlights this for the operator to confirm. If configured then if the quantity...

Links to Profiler on Add/Update of Stock and Assemblies

When linking Datafile to other systems – for example for website updates or warehouse management integrations, or even for updates into other companies within the Datafile system -it can be a requirement to create ‘update’ files for the...

Period End - Save Physical and Cost Values

As part of the stock set-up you have the option to record demand, sales value and cost of sales value for the period and for the year-to-date. As part of the period end procedure we can also save those current period values into one of a series of...