13 Jul 2023 | Windward Software
Receiving and Selling a Roll of Material
The webinar focused on explaining the process of receiving and selling a role of material. This included breakdown of material by foot and tracking how many feet are remaining on the rolls. A live demonstration was presented showcasing the step-by-step procedure.
- The webinar opened with Ivory, the moderator, explaining the format of the session and details on how to submit questions.
- Annabel was introduced as the speaker, a tenured software specialist with the company for over five years.
- Annabel started by introducing topics for discussion that included how to sell material either in its total roll or by foot, and how to track remaining materials.
- A step-by-step demonstration was presented where Annabel explained first how to set-up for receiving a roll of material. This involved creating part numbers for the roles, linking two parts, and then receiving the role of material through PO.
- For selling material, the option of selling by roll or by foot was explained. As part of the setup, the type of the by foot material was switched to 'select lot' to track how many feet remained on the roll.
- A sales demonstration was presented where an example of selling the material by foot was given. Because only a roll was in stock, a break down of the roll into feet was shown to accommodate the request. Demonstrations continued to show how to track the remaining feet in the cotton rolls.
- The webinar concluded with a Q&A session where Anabel clarified queries about the quantity of material left in the foot and the roll.
- Future webinar titles and details were provided by Ivory, and attendees were encouraged to submit further questions post-webinar through the support portal.
0:04
Hello, good afternoon, everybody. Thank you for joining our webinar for today. My name is Ivory, and I will be your moderator for today's presentation.
0:13
At the end of this presentation, we'll take some of your questions. You may want to enter them into the question box, just make sure that you put a detailed and specific question just in case. It is a question coming from something that we have already go over from the start of the presentation, And, at the same time, it will also make sure that we know exactly what you're talking about.
0:34
Any questions that we can't answer today, we can answer them offline afterwards. Or you can submit, and track tickets on the portal at support dot winward software dot com.
0:45
And support can be able to help you out with any of your questions. And also now, you can access past webinar presentations on our website.
0:54
All the presentations are in there add WWW dot wentworth software dot com slash webinar.
1:02
Today's presentation we're going to be discussing receiving and sending a role a role of Materials, which is also a great topic. And our speaker for today is Annabel.
1:13
She is one of our tenures Software Specialists from one word and she is with the company for over five years now so let's get started ticket away anibal Thank you ivory. Hello everyone. I will be your Presenter for today's Webinar about are we receiving and selling role of material, so what are the things that we'll be discussing?
1:37
The first one, it is sell it to receive a roll of material and sell it vital role or by the foot And how to track how many feet are remaining on the cotton rose.
1:48
So for this Webinar will be able to order in a roll of Material is perhaps like fabrics or something to that effect. And through a case of break down, it will be able to have it, but a foot.
2:02
And we will be using case of break down with the select lot options in this webinar and I will just show you later on. So were the case of breakdown. I will be able to break down the role of material into by foot. And with the select by loss option will be able to track how many feet are remaining on the role.
2:24
So for the set up, for this in the setup wizard, inventory options, you will options too, You will need to select the option, You select a lot, case breakdown option for a partial roles of materials, so you need to select that option and then odd and X is under the Setup wizard. Envoy setup, invoice options three. also need to select, automatically breakdown multi level case items. So I'll be doing right now, is first, is we'll be creating the part number for the role, and the part number by foot. From the item inventory and over using case breakdown to link the two together. And the next step would be receiving the role of materials therapy, all actors in their normal process of receiving items, which is through PO. And it will be receiving the role of material. And an X is selling the role of material by roles or by foot. So let's start with the, the demonstration. So let me just go to my demo.
3:34
So first is, for, it, is setup. So we go to the setup tools, setup wizard.
3:41
And then we go to the inventory.
3:48
So inventory, and then options, do.
3:52
Here. This one right here, so I need to check this option. You select law case breakdown, option for partial roles, So Materials and then next is the Envoys set up under the Invoice options. three, we need to Chuck automatically breakdown multi-level case items. So this is for us to like when you sell.
4:16
So, it automatically break down, So, OK. So, once, we have set it up, I will then proceed with creating the part number. Like, let's create the, the, the parent item, or like the role first. So, let me go to the inventory and purchases Inventory and New Item. Just go to the others. So, let's say, the part number is role.
4:42
Now, let's just create it.
4:48
OK, in here, so, let's see, it will have a description of full role or material all.
4:58
And let's say the cost for this is.
5:04
OK, so, once you have created the, the role of Materials and X is there'll be using case breakdown to create a smaller part, which is by default. So we click on the case breakdown on this option right here. So, if, let's say, for example, the two part numbers already existing, you have already created Part number. For the role, and he also created a part number for the By foot, You can click on Link, but for this scenario, you haven't created one, yet, they only have the role. So I'll be creating the by foot part number, by clicking on Create. So, once you click on Create, you'll get this prompt, which asked me to click Yes to, create a smaller K size, or No.
5:49
To create a larger case sciences, since the role is the larger case, so clicking on, Yes to create a smaller case, which is Florida, by the foot part number. So I'll click on yes.
6:02
So you'll get this right here, so for the new, smaller pack size unit, so what is the ....
6:11
So let's say we have it by foot, So this add a dash in here.
6:19
Let me change my part numbers, Aleksey, we wanted it to show material by four Let me before that. Let me just cancel that because I forgot to tell. And that's correct, so there's one right here.
6:35
The case quantity is like how many by foot Many feet are there in a role. So like let's say we have like 150. So right now the retail price has been breakdown as well by foot.
6:48
So we can just click on OK, And then it will automatically create the part number of the by foot. So we can then click on OK, for both, you can see I've just added the new part number.
7:04
So the next step is to receive the The Stock, it's actually through appeal.
7:11
I believe I haven't added me as a flyer on the role, so you can add a supplier or in size. So right now, we don't have any quantity for both the role, and the role, and the material by bullets.
7:26
So, let me, supplier luci tests of lawyer.
7:31
So, in the receiving the part, it's just the same. It's the same process as receiving irregular inventories is through purchase order. So, you can either create a new purchase order or, like, just go directly to the receiving reports or for item austrasia, Let me just received a role. A material. Is there. And you receiving report. So, just.
7:56
Us liar.
8:01
And then, the item role selects, let's say, or receive, like, 200 rolls of material, and then click on receipt.
8:15
OK.
8:17
Alright, so if we go back to the Inventory, so it will now show that, we have 200 Role of Roles of Materials. So, if you see in here, so you have a quantity, 200. So, now, the next step is to sell it.
8:36
So, the, the role is, so we have the option to sell the Their role, by roles, or by foot select. Let's start with selling it viral. So, it's as big in our own processes as well, so we create a regular sale, sale, sale, new sale.
8:55
And, let's say, accounts receivable, Select a customer.
9:06
OK?
9:09
And then like let's say for example, the customer torches or role like, let's say, two rolls of materials. So they're annoyed and exit.
9:20
So the customer that have the items by role, and at the same time, you also have the option to sell it by.
9:30
So if B will create a new sale, and then let's say the same customer.
9:35
And instead of purchasing the material by roll, you know, the customer wanted to buy feet, so let's say material.
9:49
Let us say I forgot actually one option. Let me just go back to the inventory roadworks, so let me go back to the material.
9:59
By foot.
10:01
So, one of the, yeah, the setup that we need to set from.
10:08
So, material afoot item is that we will be selecting, Select lots for this. This is for us to.
10:18
This is for Ized to track the ..., the, the remaining cuts so I forgot to say that later on but you need to set this up first before you receive the items.
10:32
So like when you create the, when you create the part number four, the lead role or for this was. So you need to change the type of the material by foot. Do select lot. So, you only need to do this for the by foot item, so the, the main or like the parent item or like, the role will remain as, like a normal inventory type. So, the purpose of this select blots option from the material by foot is for us to track how many feet are remaining in the cotton rose.
11:06
So, just need to click on OK.
11:10
Now, let's go back, like let's say we sell the, the item are like the customer wanted to buy the material by foot instead of their role. So, each click on OK.
11:29
So, we took the Material.
11:35
So, right now, we don't have stock for it.
11:38
Ah, for the Oh, I forgot to change!
11:43
So, as you can see, once you have entered by foot item right here, like, good material, by foot, you can see that there is nothing in here Because, right now, we only have a role of rows of materials. We haven't caught the material yet, so what we need to do is, we need to break down one of the roles into by foot by clicking on break down.
12:06
See, click on Beatdown right here. So, once you do that, it will show right here that you have 150 quantity.
12:13
So, of of, there are 150 feet on this role as, so from here, like let's say for example, the customer wanted to buy like 75.
12:24
So, feet Sally, type in 75 under the quantity and and you need to select this one right here, and then click on OK, then it will show that the, you have the D 75.
12:41
So like let's say, for example, another customer buys, um, by the foot, so let's say cash customer, and the customer wanted 90 feet, so let's two, Neither one.
13:07
So let's dive in.
13:11
All right.
13:12
So as you can see, like say for example, the customer wanted to buy ninth defeat of material and right now from the cut roll you can see right here that there's only 75 left on one role. So, what, we cannot cut 90 from 75, so what you need to do is to break down another role.
13:33
Click on breakdown, so it will create another line in here.
13:37
So this 150 is for another role that we can caught 90 from here, so like let's say we select this and then we, in 90, and you click on OK.
13:51
So when do you shock, like let's say when you add another, by default, you can see that in here, one roll has 75 feet left, the other 1 has 60 left, so that's how you can track how many feet are left in the cut role.
14:15
Shows that actually ends my live demonstration for the receiving and selling a role of materials, so, before we proceed with the question and answers, a legislature from you guys, did we have resources available which includes the Help Center we're in all available. resources are listed here. and you can access through windward software dot com slash health. We also have the Customer Care portal where you can search our knowledge base and it can also submit and track support tickets and you can access it through support that wouldn't word software dot com. And we also have one Word Learning Academy were and they can spin up new employees. It has lessened base topics. And you can access it through academy, dot one word on cloud dot com.
15:10
So, the next is we also have one word professional services, where N can get guidance from one of our professional services specialist for, like, in-depth discussion on, on certain topics. So, you can contact them through woodward software dot com slash professional services, or you can also contact your Account Manager for a code or call, at 186635750.
15:39
Other than that, we also have an emergency support. So, for example, you have the following situations, like entire system down and able to take payment. You can login into system five, and you're recovering from a power outage.
15:54
You can go directly to one word software dot com slash emergency, and then fill in the form two, send in the emergency request.
16:07
The last one is we do have a webinar archives or in You can sign up for future webinars, and you can also view our previously recorded events and you can access through one word software dot com slash webinars, So do you have any questions?
16:27
OK, thank you Enable. That was an excellent presentation And Yes, this point eyes were open for the Questions and answer if you have any questions or clarifications about the presentation or specifically about the topic, you can be able to write them down on the question box? So, Anna built them, be able to discuss them with view whilst we still have time for that.
16:55
And while we're while waiting for, or, probably while, while you are writing for your questions, let me just try, Let me just invite you for our next webinar presentation, That will be on July 27th at 1 0 PM Pacific Time, and the topic is about Process tracking Menu, so if ever you're interested with that particular topic, please join us again on that webinar and have herself registered.
17:36
Again, if you have any other questions related to our webinar, after this, this presentation, you can always request a ticket to support.
17:52
OK, so, there's one question here from Jim, could we see what in this, sorry, could we see what the install quantity looks like for the material slash roll item?
18:10
OK, alright, so the, uh, is that the, the, by foot or leg, the roll itself?
18:20
Well, let me show you boats, OK, alright?
18:24
OK, so this is the by foot, it now has 235, because it has 75 and 60, So for the other one, Let's go to her role.
18:35
So, we sell to, and then, we break down, too.
18:41
So, it has, now, I will have it now has 196 in stock, because we saw, we sell to a roll of material, that full rule, and then we break down two of them. So, now we have 196 left, full role of material.
19:03
All right, I hope that answers your question, Jim.
19:13
Any other question, guys?
19:29
By foot as well. Ah, yeah, I believe Jim.
19:32
Annabelle was able to show you the, By foot.
19:37
Oh, and by roll.
19:40
So yeah, this is done by foot. So it's 135 right, because we have, cut the two roles, one. We sold 75, and the other. We sold 90.
19:52
So we have like seven, D five, and yeah, 60.
20:00
So, all in all, there are 635.
20:06
OK, so Jim says, yeah, got it.
20:11
There's another question from Colin, he said, is her ability to square foot so that a full lamp isn't sold, can be more segmented?
20:29
Uh, what was the question?
20:35
Is there a, is there two square foot so that the folder isn't sold?
20:45
Couldn't be more.
20:51
Ability to sell by square foot?
20:55
I think that was it, that was what? That's what he meant.
21:02
Hmm.
21:06
Well, if if that is the case or from our set up, you can only, we don't have any other, like settings. So the only thing that you can actually do is on the on the, in the unit Itself.
21:20
Like when you create the, the, the smaller part me just need to set in there like the unit length as a square foot ARR on, when we create this part right there is an option in there to, to type in what is the unit of the items. So this one I actually dive in by foot. So, what you can do with ... five is to stick type in, what it is, It's like let's say, the unit in there like square foot.
21:51
But it's still like the same, like the roll up, like let's say this material, how many square foot is inside, or like how many like square foot of material is in that particular roles. It's the same process. You just need to type in the description like this, this material is not by foot by its by square foot, something like that.
22:22
OK, I think that he agrees, I think, he says, that makes sense. And, yes, thank, as well. Colon and chim for the questions. Is there anything else?
22:36
Still have few minutes to accommodate questions, we've got.
23:01
OK, ah, I don't think there is any more questions again, thank you guys for joining us, and thank as well, Anabel for giving us, wonderful presentation. I hope to see you guys are able to see you, everyone for the next two weeks, And like I said earlier, the topic on July 27th will be process tracking menu. So, I hope you can be able to join us as well, on that presentation.
23:30
And Good evening, everyone. Thank you so much.
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