CHECKMATE INVENTORY Welcome to CheckMate! “CheckMate—providing businesses with data collection solutions since 1984.” CONTENTS TAKE THE TOUR!!! Start from the beginning and take the full tour, or jump to a certain section via the buttons below. SETTING UP PORTABLE BAR CODE READER
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“CheckMate—providing businesses with data collection solutions since 1984.”
ADDING A BADGE
ADDING A PART
Use the navigator bar to go to the first, previous, next and last screens. It can be found in the upper right corner of each screen.
WHO (is it for?): people who will use the program.
WHY (a Training Module?): to give you a visual reference guide to the CheckMate program.
WHAT (is it?): visual instructions on how to initially setup the program, maintain database integrity, perform activities, etc.
WHEN(can it be used?): when training a new employee on how to use the program; any time a visual reference to the program is.
WHERE (can it be used?): at your personal computer or laptop.
HOW (do you use it?): Click Here for Instructions
1) First Slide- takes you to the beginning of the show.
2) Previous Slide- takes you to the previous slide in the show.
3) Next Slide- takes you to the next slide in the show.
4) Last Slide- takes you to the end of the show.
To the right is the “Go To” Menu. You may use this to go to the previous or next screen, but more importantly, you may click the Go button to go to other screens.
You may also change the arrow, or pointer, to a pen and then change the pen color.
Lastly, to end the show without watching all of it you must click the End Show button.
The Hidden Slide and Custom Show options are grayed out because they have no use in this training module.
Now that you are familiar with the training module’s options let’s go on. You may go back to the Contents Screen by clicking the ‘Contents’ button and use the buttons there to go to the section of your choice or you may continue taking the full tour now by clicking ‘Continue Tour.’
CheckMate Inventory is a versatile program designed to answer the following questions:
1) What parts do I have?
2) How many do I have?
3) Where are the parts located?
4) What parts do I need to reorder?
The system options must be set before you run CheckMate
To add a new Badge, hit the Add button . Fill in the necessary information for each Badge. Each person must have a unique Badge ID and a Badge Name. All other data is optional. When you have finished a Badge, hit the Add Button at the bottom of the Badge Maintenance Window to start another.
Manchester, Sterling P.
Fairbanks, Alaska in January
1706 116th Dr. NE
HAMMER, 16”, BLACK
WORK CTR. AC09
A BLACK 16” SMITH AND DELK HAMMER
Product A10 interchangeable
Click on an activity button for detailed instructions on performing that activity.
To Receive Parts, first scan the letter ‘R’ from the Activity Codes List.
Next scan in the Part number. After this, click on the ‘Serialized’ toggle at the bottom right if you are receiving items that have individual serial numbers.
Now enter the quantity to receive for unserialized/ serialized items.
If you are receiving unserialized parts you are finished. If not, add the serial numbers now.
To Issue parts, from the Main Window, scan the letter ‘I’ from the Activity Codes List.
Scan the part number now or click ‘Serialized’ if you wish to issue items by their serial numbers.
Now enter the quantity for issuing w/o S.N., or the quantity then serial #’s for issuing with serial #’s.
To locate a part, scan the letter ‘L’ on the Activity Codes List (see also Locate a Part).
To receive parts with a P.O., scan the letter ‘P’ from the Activity Codes List.
Next, enter an eight digit Purchase Order number (as described here) then click the OK button.
and then enter the quantity of parts.
Scan a part bar code,
Now enter the multiplier, the number in the case by which you multiply the quantity.
The Receive is now done and will be posted on the Main Window and shown on reports.
To clear data on the Main Window, scan the letter ‘C’ from the Activity Codes List.
Enter the next event date (the number of days added to today’s date to compute the next event) and click OK.
Lastly, scan the desired part number.
You may wish to edit data from the physical inventory here. Items that show up red have counted quantities different than those recorded in the database.
After you have viewed and edited the physical inventory, you may update your CheckMate database. From the Main Window, click Maintenance, then Physical Inventory, then Update.
Now enter a first and last date of inventories you would like to update. Press the OK button.
Now the update is complete and CheckMate will say how many FIFO Records were adjusted. Click OK.
Interchangable parts may be assigned to a Group. To add a Common Identifier or Group, click the add button. Each identifier needs an ID, description, and reorder, target, and critical numbers. When you are finished click OK.
When you enter the form, click the Add button. A new vendor ID number will appear in the ID box.
Enter information about the vendor.
After you have finished entering info, either click the Add button to add more vendors, or click the OK button to save the information and exit back to the Main Window.
Now you can view the data which you specified
on a previous query.
Just as any motor or other machine working with different parts needs regular maintenance to continue running smoothly, CheckMate also needs to be regularly maintained. The tools to maintain the integrity of your database are called Reindex and Cleanup.
Lock the System- you must do this before using any of the tools. When you lock the system, no other users may use CheckMate until you have it unlocked again. To lock the system, click on Utilities, then Lock. The words ‘System Locked’ should appear in the upper right corner of your Main Window. Now you may Reindex or Cleanup.
The index files control the sequencing of your data. For instance…
These records aren’t in correct order, but after you reindex,
YOU WILL WANT TO REINDEX.
Cleanup deleted records?
EDP System Services Inc.
Unit of Issue is the usual number of items that you issue for the specific part. CheckMate will auto-suggest this number as a quantity whenever you issue this item.
Case Size is the usual number of items that come in one case when you receive a shipment of this item. CheckMate will auto-suggest the number you put here as a multiplier whenever you receive this item.
Standard Storage is the usual place where you store this part. When you receive a shipment of items CheckMate will automatically place this storage location in the storage field for the new item.
Qty In is the number of items you have in stock at the moment. This number will change automatically when you receive or issue an item.
Target is the optimal number of items to have on hand. When you reorder, CheckMate will suggest that you reorder enough items to get you back up to the target level.
Reorder Point is the point at which you need to order more items. If the quantity gets lower than this, you need to reorder.
Critical is the least number of items you may have on hand. When you run a critical report CheckMate will check if any items have quantities that are below critical level. It will then show these to you so you know which items need to reorder first.
On Order is the number of parts you have on order but have not yet received. The number of parts you receive from an order will automatically be deducted here.
Price is the amount of money you sell this part for, or what a customer pays when you issue him this part.
Cost is the amount of money you buy this part for, or what you pay when you receive this part.
A common identifier is a description or quality of an item that can be used as a link between items with similar qualities but separate part forms. A common identifier is also known as a group. You can reorder parts bygroup. Click to see Reorder by Group Report.
When you add a part you may enter an identifier in the group field. If it is a new identifier you will be asked if you want to add a new group. If it is in use the part will be linked to the other parts with the same (or common) identifier in their group field.
1) Import the order
2) Adjust the order (if you need to)
3) Print PO Status report
4) Initialize the portable bar code reader
5) Receive the order
6) Compare the order and the actual receipt for discrepancies using the PO Status report.