Clean House

Feature of the Month June 2004

     Clean House is one of the most commonly overlooked features in RPRO.  Just like the name, it will keep your inventory tidy and accurately showing items you currently sell. You may think that something that can do that would be difficult, but its not. Follow the simple steps below to remove old inventory items out of your inventory list, without deleting your much needed history.

The system will not allow you to clean house on any item that the following apply:

1. You have on hand company quantities.

2. The item is on a PO, SO, or TO

3. The item is part of a package or kit.

For Version 7

• Go to UTILITIES>CLEAN HOUSE. This will bring you into a list of your inventory.

• You can opt to go into VIEW>ALL ITEMS to filter your inventory into a smaller section such as DCS or VC (Make sure you press F2 to clear your filter before starting). Press END to continue.

• Then go to AUTO MARK. This will put a check mark on all items that meet the system’s criteria for deletion. You will want to double check what that system has marked.

• If there are any items marked that you want to UNMARK. Go to EDIT, scroll down to item, move to mark column, and then press ENTER. This will delete the check mark.

• Once both you and the RPRO agree on what should be marked, you are ready to delete those items.

• Press UPDATE. This will bring up your filter again. If you filtered before, press END to continue. If you did not filter, now is your chance to filter for certain items. Press END to continue.

• It will ask if you want to print items to be deleted. This option is yours

• You will then get a message telling you how many items will be deleted. Press any key to continue. It will give you one last opportunity to change your mind. Choose YES to continue, NO to stop.

• If you choose YES, it will start processing the changes

For Version 8

• Go to MERCHANDISE>CLEAN HOUSE

• If you have not already done so, add the “Obligated” column to the screen using page manager.

• Go to FILTERED VIEW if you would like to narrow down the inventory you plan to clean. This can be any field on your filter. Most common is DCS, VC, or Status field.

• You will now be looking at only items you filter for.

• Choose MARK>MARK ALL from side menu

• RPRO will mark any item that meets its criteria with a green check mark in the item number field.

• If an item doesn’t get marked, it is because it is “Obligated”.

The system will not allow you to clean house on any item that the following apply:

1.       You have on hand company quantities.

2.      The item is on a PO, SO, or TO

3.      The item is part of a package or kit.

• Verify all the items “marked” are items you wish to delete. If you find one that has a check mark that you DON’T want to delete, click on the green check mark and it will take it off.

• Once you and RPRO agree on what items should be deleted, you are ready for the final step.

• On side menu click on CLEAN.

• It will bring up a message asking if you are sure you want to delete these items. If you are sure, click OK.

• It will start processing the items to be deleted. Once done processing, you will see blank spaces where those items used to be

Although items are deleted, the history of those items is stored in the RPRO files.