File Maintenance

The File Maintenance module allows you to:

• set up files/records for the running of your business,

• perform regular maintenance on these files/records (e.g. updating Customers, Products, Prices etc.), and also

• run important Processes and Reports to update files/records and generate useful data.

These tasks may be assigned to various individuals with the necessary job function and privileges, as well as the System Administrator/Admin User.

What Is The Difference Between The File Maintenance And System Administration Modules?

The File Maintenance module is used for records which are likely to require regular set-up and maintenance, including Customer, Supplier, Product, Price, Stock and User records.

By contrast, the System Administration module is used for setting up control records - such as your Sales Ledger - which can be set for a long-term basis, rather than having to be updated daily or weekly (such as, for example, your Customer records).

Setting Up And Maintaining Files In Quantum VS

Once your 'back end' system has been created and Quantum VS has been installed, you may configure Quantum VS for your business by setting up files and records. See Setting Up Quantum VS For Your Business.

For general information about working with and editing files and records see Working With Files And Records.

This section covers:

• Setting Up Quantum VS For Your Business

• Working With Files And Records

• Role And User Maintenance

• Branch Maintenance

• Customer Maintenance. This also includes:

• • Default Customer Record Maintenance

  • Customer Site Maintenance

  • Customer Part Number Maintenance

• Contact Maintenance. This also includes:

• • Contact Group Maintenance

• Task, Note and Diary Maintenance

• Supplier Maintenance. This also includes:

• • Supplier Part Number Maintenance

  • Supplier Rebate Maintenance

• Product Maintenance. This also includes:

• • Default Product Records Maintenance

  • Tools To Generate Product Sales: Auto Add-Ons, Associated Products, Top Sellers

  • Product Process Maintenance

  • Products And FIFO Maintenance

  • Luckins Product Maintenance

  • Text Product Maintenance

• Kit Maintenance

• Works Order Processing

• Pack Maintenance

• Product Batch Traceability Maintenance. This also includes:

• • Tracking Batch Traceable Goods

  • Viewing / Editing Product Inventory Records

  • Managing Product Inventory Stock

• Bar Code Scanning Maintenance. This also includes:

• • Setting Up Quantum VS For Bar Code Scanning

  • Remote Bar Code Scanning Procedures

  • Bar Code Record Maintenance

  • Kanban Maintenance

• Price Maintenance. This also includes:

• • Updating Product Prices And Costs

  • Discount Matrix Maintenance

  • Special Price Maintenance

  • Customer Product Break Maintenance

  • Aggregation Product Maintenance

• Stock Maintenance. This also includes:

• • Performing A Stock Take

  • Adjusting A Product's Stock Balance

• Branch Stock Maintenance

• Inter Branch Transfers

• Delivery Charges Maintenance. This also includes:

• • Carriage Charge Bands Maintenance

  • Premium Delivery Charges Maintenance

• Carrier Maintenance - including creating Carrier and Carrier Service Level records.

• Route Round Maintenance. This also includes:

• • Customer Route Round Drop Sequence Maintenance.

• Certificate Of Conformity Maintenance

• User Defined Data Maintenance

• Processes

• Reports

• Quantum VS eBusiness Integration; incorporating Web Environments, Web Users, Web Registrations, Web Operators and Staff By Rep records.

NEXT: Setting Up Quantum VS For Your Business