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The Inventory Management System (IMS) from Legler Systems is based on the client-server model and supports many special features for handling the inventory control function in small businesses and midsize companies. This customizable software can be run as a stand-alone accounting application or integrated with other financial modules, such as the Order Entry System.
New 2009 IM software features include mouse support and large screen (80x50) support, as described in the Version 9.0 Summary document. This inventory management system functions with or without a mouse for greater user flexibility and productivity. Prior software enhancements are described in Version 8.0 Summary. The newest inventory management software features perform faster when running Microsoft Windows XP or Windows 7.
Custom versions of the online IMS software have been in day-to-day operation in small businesses in Northern California for over 25 years.
The online inventory management (IM) user procedures are identified on the Inventory Management menu shown below. Before any IM procedure can be run, the user must first sign-on by entering a valid User-ID and password. To start a specific IM procedure, enter the 2-digit number associated with that user procedure.
-------------------------------------------------------------------------- | INVENTORY MANAGEMENT SYSTEM MENU (2010) 09-05-2010 13:42 | |==========================================================================| | | | No Procedure Name No Procedure Name | | -- ------------------------------ -- ---------------------------- | | 01 - Enter Product Activity Records 11 - Print Shelf Labels | | 02 - Print Product Detail Report 12 - Print Inventory Packing List | | 03 - Print Stock Status Report 13 - Print Product Activity Report | | 04 - Print Inventory Master List 14 - Purge Old IM Records | | 05 - Update Inventory From Orders 15 - Process IM Batch Input | | 06 - Calculate Inventory Balances 16 - Print Price List | | 07 - Print Stock Analysis Report 17 - Import/Export PC-Ascii File | | 08 - Print Stock Replenishment Report 18 - Update List Prices | | 09 - Enter Product Master Record 92 - Redefine System Printer | | 10 - Inquire Stock History 94 - Search IM System | | 99 - End IM Menu | | | | Enter IM Procedure Number.......[ ] | | | |==========================================================================| | F1=Help F2=Enter F9=Print F10=Exit | --------------------------------------------------------------------------
Data entry procedures IM01 and IM09 display fields that comprise each stock transaction record and perform online file update functions (add, modify and delete). A Product Master Record (name and price information) must be entered into the IM System before any inventory transactions (purchases and sales) can be processed for an item number. If stock transactions are created by other systems, they can be imported into the IM System using procedure IM17 (converts a csv file) and IM15.
Inquiry procedure IM10 displays all transactions affecting an item in inventory showing the most recent activity first.
Reporting procedures IM02, IM03, IM04, IM07, IM08, IM13 and IM16 print reports on line printers (computer-size paper) or laser printers (letter-size paper). Procedure IM11 prints shelf item labels are printed on label forms. Procedure IM12 prints the inventory packing list for an order on preprinted forms or blank letter-size paper. Each reporting procedure displays a screen for the user to enter selection criteria, report formatting and sorting options. Procedures IM05, IM06, IM14 and IM15 print a one-page control report showing the number of records processed for audit trail purposes.
Calculate inventory balances procedure IM05 reads in and out inventory transactions (Product Activity Records) for a specified date range and updates the Product Master Record. Procedure IM06 can be run at any time.
The IM procedures identified on the Inventory Management menu are described in the IM Menu Procedures document.
In addition to the operational, security and technical features mentioned in the Accounting Software Summary, some key functional features of the inventory management module are highlighted below:
1. Inventory value can be computed at any time based upon LIFO, FIFO, or average cost of an item by accounting procedure IM06.
2. Basic parameters affecting the economic order quantity calculation (EOQ) and stock reorder point calculation can be overridden by the user.
3. The Item Group code is used to divide the inventory into different groups. The user defines the Item Group Code using procedure DB01.
4. Multiple warehouses are supported.
5. Flexible reporting capability allows the user to request and print 47 different inventory management reports, including the inventory packing list by procedure IM12.
The online IM software references three records in the Database Control System (required) to control basic system functions (Company Control Record), to verify User-IDs (User Control Record), and to validate inventory Item Group code and other user definable codes (Code Definition Records).
The IM System accepts sales input directly from the Order Entry System (optional) by executing procedure IM05.
The IM System software references Customer Master Records when printing the inventory packing list (IM12) and entering stock sales information (IM01), as well as Vendor Master Records when entering product purchases (IM01). These optional records are maintained by the Order Entry System and Accounts Payable System (optional).
The IM software supports dynamic linking between data entry procedures (such as IM01 to OE09) with a single key stroke (function key F7). Dynamic linking to existing NOTES (DB17) on a product (item number) is done with one or two key strokes (F7).
The Inventory Management System operates on any x86 personal computer (pc) in the Command Prompt window using Microsoft Windows XP, Windows 7, Windows 98 and Windows 3.1 in a local area network (LAN) using Microsoft BackOffice Server, NetWare or LANtastic with complete flexibility in specifying the location of all files on the client or server. Additionally, the IMS software can be run on a single stand-alone pc or on a UNIX based computer, such as the IBM RS/6000 with IBM 3151 terminals using the AIX operating system.
The Run Time Environment for Micro Focus COBOL support is included at no extra cost with the IM executable programs. The Windows inventory management programs are the same as the DOS inventory management programs for compatibility. For historical reporting, the same IM executable programs can be run from a removable disk, such as a CD-ROM or USB flash drive.
The Database Control System from Legler Systems Company is required to support the IM System. The IM source programs are written in COBOL, the most widely used business programming language. All IM COBOL programs allow the user to define different date formats (MODAYR or YRMODA) for data entry and reporting purposes, as well as other system-wide options defined in the Company Control Record (DB03).
The IM System software cost is identified in the Software Price Sheet.
Other online accounting modules are listed in the Accounting Software Summary document.
To request sample reports and screen formats, General Information Manual or free pc demo on CD-ROM of the IM System, please e-mail Bill Legler in the San Francisco Bay Area, California.
Legler Systems Company, developer of the online Inventory Management software, is located in the East Bay of the SF Bay Area in Northern California and provides local on-site IMS software support in Alameda County (major cities are Oakland, Fremont, Hayward and Berkeley), Contra Costa County (major cities are Concord, Antioch and Walnut Creek) and other counties in California (CA). Telephone and e-mail support is available throughout the United States (USA).