Case Control

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Case Control
 
Case Control (version 2.0) is now available to all ASC users. This version now allows for case control logic for ALL ITEMS,  including those not serialized.  The Case Control module provides for the ultimate control of your inventory by allowing you to establish “cases” in your store where jewelry is located. Cases can be actual display cases in store, layaway bins, warehouse stock or any location in your store where inventory may be located.
 
Once your cases are defined, you receive new inventory into your store and log each piece to the appropriate case. As you sell or transfer items to other stores, the system removes the piece from the case and logs each transfer so you know the employee responsible for changing any case. You can then run reports of unassigned inventory, inventory by case, summary pieces by case and items by case.
 
Version 2.0 of the Case Control module allows for the assignment of non-serialized inventory to cases. If an item is non-serialized and has multiple pieces on hand in a store, the system will prompt you when selling or transferring to ask from which case the inventory is moving.
Version 2.0 is an upgrade to Version 1.0 and is only available in Craftsman for Windows.
 
Typical Case Control Usage:
  • Set up each store for Case Controls (can be established by location)
  • Receive Inventory into system using RCVINV or SXFRCT
  • Assign each item received to a particular case
  • Run “unassigned case” report to insure all inventory is assigned to a case
  • Sell or transfer a piece and the system will reduce the count in the appropriate case
  • Print daily reports for case counts

PCASE – Print inventory by case/item/serial
PCASEUNS – Unassigned Items
PCASESUM – Total units in each case
PCASESER – Lists Items in Serial number sequence
INILAYCS – Initialize the Layaway Case
CHKCASE – Compares against log for activities
PCASELOG        Lists audit trail of changes to cases by date and/or item

Let ASC help you better manage your case counts with the new and improved Case Control module.
Module: $995 plus $150 implementation
 
Frequently Asked Questions
 
How do I set up inventory cases for use in the CASE CONTROL module?
Inventory cases are defined via CASEMNT. Cases are defined for each location and may be the same name in each store. The case code is a 10 character, alphanumeric code, so you can name your case “Rolex”, for example.
 
Can I assign every item to a case?
Yes. Each item (even non-serialized items) can be assigned to a case. Items are automatically assigned to a LAYAWAY case when an item is put on layaway. Items new to the store, go into an UNASSIGNED case until later assigned by you.
 
When do I use the CASEXFR program?
CASEXFR is the program which is used to add an item to a case or transfer an item from one case to another. Item are removed from a case automatically during store transfers and point of sale.  A log file is updated whenever a case is assigned.
 
What is the best report to use to balance my manual case counts?
PCASESUM provides total quantity of items in each case.  This report should be run at the end of each day. The manual case count (determined by your sales staff) may be compared to the totals on this report.  Note that the  PCASESUM report includes pending inventory numbers.  For example, if serial number 14 was in stock at location 1 but a LAYAWAY DOWN transaction for that item exists in an un-posted POS batch, the quantity on hand for serial number 14 will print as 0 on this report and the quantity on layaway will print as 1.  Users may need to run the PNDINVD  program to reset pending inventory figures so that they are accurate for use with PCASESUM.
 
How can I tell if I forget to case some of my items?
Run the PCASEUNS report; it was designed specifically for this purpose.
 
How do I change the case for a item number?
Use CASEXFR, and enter the new case for the item, and transfer the item into this new case.
 
When I sell an item in POSPC, is the item automatically removed from the case?
Yes.  (The item is still assigned to that case but it has an ON HAND quantity of 0) 
 
Is there a way to track the case changes made via CASEMNT ?
Yes, the PCASELOG report provides an audit trail of CASEMNT  transactions. 
 
Do all locations have to have case control?
No. STOREMNT has been changed to allow for a use to implement case control at this location. Therefore, locations for which case control is not required (non store or warehouse locations) can be restricted. 
 
Please contact the Sales Department 617-426-2918 for more information or to purchase this module.
 
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