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Using the Periodic Procedures Menu

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The Periodic Procedures Menu allows you to print reports that you need occasionally, such as a Stock Status Report, Reorder Notices, Usage-Based Reorder Report, Price List, Negative Quantity Report, Barcode Report, and Commissions Setup Report.

Use the following steps to access the Periodic Procedures Menu:

  1. On the Main Menu, select Lubrication Menu.
  2. Select Inventory Menu (7).
  3. Select Periodic Procedures Menu (2) to receive the following screen.

Menu Option Function
Stock Status Report A snapshot of your inventory at the present time. Prints cost, quantity on hand and quantity on order for any category or item.
Reorder Notices Reports items that need to be reported. It prints any item below the reorder point along with its current quantity on hand.
Usage-Based Reorder Report This report shows inventory that is needed according to the specified criteria, current inventory on hand and usage.
Price List Lists on-hand quantities and prices for items either individually or by category.
Negative Quantity Report Lists items that currently have a quantity on hand less than zero.
Barcode Report Lists items with associated barcodes that can be used on the Lube Handheld.
Commissions Setup Report Allows you to see the commissions attached to selected inventory items. You can also see how many employees are set up to be tracked for line item tracking.