iSeries

 iSeries is our core system for managing a wide range of operational tasks, from customer information and inventory to order processing. It's a menu-driven system where you will navigate by entering numbers to select different functions. The administrative master menu displays numerous available options, and you will learn to utilize several of them. The following are some of the key processes you'll frequently use:

Locating Account Information: You will use this to find customer details. The process involves navigating to "Accounts Receivable" and then "Customer Master File Inquiry." You can search for accounts using keywords from a customer name, a Location ID, or a Shipping ID. It's essential to switch the view from "Bill to City" to "Ship to City" to ensure you retrieve the correct information.

Searching for Inventory: This is used to check the availability of parts. You'll go to "Inquiry" and then "Inventory." You must specify the branch you're checking and the part number. The system also allows you to see a customer's specific cost for a part by entering their account number.

Manual Order Entry: This is a crucial function for creating new orders. You start in "Point of Sale," and the process guides you to enter the branch, customer account number, and part details. A key instruction is to avoid using general terms like "service" or "shop" and instead use the specific branch name or number. If a part is out of stock, you'll be prompted to create an IBT.

Creating an IBT (Inter Branch Transfer): When a part needed for an order is out of stock at your local branch but available at a nearby branch or Distribution Center (DC), an IBT is created to transfer the part. This ensures we can fulfill customer orders even if we don't have the item on hand.

Inventory Screen: This screen provides detailed information about a part's status and location. It shows if a part is "On hand," "In trans" (in transit), or if it needs to be reordered ("Reord Qty"). You can also view the price and important details about the part's location. A key note here is to never provide the "DC Price" to the customer.

Familiarizing yourself with these processes and the menu navigation is essential for performing your daily tasks efficiently within the iSeries system.