Navigating Net•Yield

If you are uncertain of the customer code, you can enter one or more characters of the customer code and the system will display a Customer window. From this window you can make your selection. Within the Customer window, you can also choose to SEARCH. At the Enter Search Characters field, enter one or more characters of a customer code and press Enter. The system will display a secondary Select A Customer window. This window contains all customer codes within the system, based on of what you entered for the character search.

 

If you have the appropriate security rights, you can also enter a new customer code at this time by selecting the ADD option and entering the appropriate information. See Adding a Customer for more information.

If you are uncertain about the vendor code, you can enter one or more characters of the vendor ID code and the system will display a Select a Vendor window. At this window, you can make your selection.

Within the Select a Vendor window, you can also choose SEARCH. At the Enter Search Characters field, enter one or more characters of a vendor ID code and the system will display a secondary Select a Vendor window. This window contains all vendor codes within the system, based off of what you entered for the character search.

If you have the appropriate security rights you can also enter a new vendor by selecting the ADD VENDOR option and entering the appropriate information in the Vendor fields. For more information see Adding a Vendor.

If you are uncertain about the item code you wish to select you can enter a partial mask and press Enter to display a search based on the entered mask. If you are still unsure you can press F3 to display the Select an Item window allowing you to search by name.

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If you are uncertain about the account number, you can enter one or more numbers in the account number and the system will display a window with a list of accounts. At this window, you can make your selection. You can also press F3 to display the same list of accounts.

When a quantity is entered into a Sales Order screen, the notation method you use depends on whether a weight-based amount is being entered, or a pack description which has been defined to use "slash_dot notation" (see the Preferred Notation field of the Item Pack Definition screen under Adding Item Pack). The same input field handles both notations.

Use the slash_dot notation for packaged goods. This notation uses a forward slash (/) to delineate between the quantity of packs of an item and inner breaks of an item, as each quantity is defined for that pack description. For instance, you might enter 4/2 to specify shipping 4 complete cases and 2 additional inner packages of an item.

The following examples depict this slash/dot notation for typical products:

• (4/2): Four full cases and 2 - 5 lb bags of frozen shrimp, where the lowest saleable unit is defined as a "bag" weighing 5 lbs, and 4 bags make a case
• (6/24): Six cases and 24 cans of clam broth, where the can is the lowest saleable unit, and a case has been defined as having 100 cans
• (8/2): Eight cases and 2 six-packs of ketchup bottles, where the six-pack is the lowest saleable unit (for that pack configuration), and a case has been defined as having 4 six-packs each. (Note that you could have additional pack configurations for that item that would allow you to sell individual bottles, for example.)
• (5.250): Pounds of whole market cod, where the item has been defined as a weight-based item
• You can never specify more inner "packs" than are defined to comprise a "case", or the system will automatically correct your notation. (i.e.: 5/6 cases/bags for a pack configuration where cases are defined to contain 4 bags only would result in the system displaying the correct notation of "6/2" cases/bags).

 

Cases and Inner packages are defined in the Pack Designer, allowing you to precisely describe a) the smallest available unit of that item that you sell, or b) alternative packaging configurations (packs) of that same item.

The definition of a pack configuration allows you to precisely specify the number of containers you will be selling. In turn, this allows the system to precisely calculate the number of labels required for a shipment (along with other "extra" labels).

Weight-Based Items: Weight-based items may still be sold in pounds. In this case, the quantity ordered is entered as before by the pounds being sold, rounded to 4 decimal points (5.250 pounds, for example). However, the addition of the pack concept is advantageous to weight-based users as well, since you can now define packs to be ounces, kilograms, or some other weight-based unit of measure, and Net•Yield will handle the corresponding calculations to convert the unit to the base measure of pounds, which is still used throughout Net•Yield's costing and inventory routines.

There are many places in the system where you may search to find a customer or vendor name.

At the Enter Search Characters field, enter one or more characters of a Customer code and the system will display a secondary selection window. This window contains all records (customers, vendors, etc.) within the system, based off of what you entered for the character search.