Excel

This diagram presents the workflow of fulfillment within forms management. The software will open windows when the user clicks any of the specific areas of this block diagram.

Many firms have unique needs, business rules and accounting practices. FIX provides electronic integration of this information to virtually all accounting ERP products including many in house built systems. This report shows a sample of the information available.

Within the Forms and Marketing Materials industry, destroyed items are common place due to obsolete items, revision change, legal state legislation and many more reasons. Unique to FIX is the concept of keeping track of destroyed inventory versus used or physically adjusted inventory. This report allows the calculation and potential chargeback accounting of destroyed items.

All transactions representing receipts are entered and reported monthly. This report shows the type of information available. This standard report balances to the Inventory Totals summary report. Typically the reference number is the purchase order number and other information such as Docket reference the print specifications and revision information for the items received.

FIX can track the value of an item on the following basis: Last, FIFO, Average. The report shows opening and ending balances month to date for each item summarizing all warehouses.

History can be kept online for many years prior to purging or archive. The usage history report (by date, item range) reports on this database.

Each FIXPro II site may have customized their pick list format or layout. This is an example of one layout.

When an item is to be destroyed, this report provides the information necessary to authorize the destroy. Typically this is sent to the owner or co-ordinator of a specific item and then executed/signed and sent back. With Acrobat and digital signatures, this process could also be fully automated. Or by using paper and fax, this report can be used as is to support this function.

When items received are counted improperly or a mistake has been made, this report quickly finds obvious errors and details what transactions have taken place recently.

This report provides the ability to group like items together for combined quotations from suppliers.

Shipment month to date are reported by ship to location showing the value of the items, handling, taxes, shipping charges and total.

When purchase orders are received and processed this report show which purchase orders in FIXPro III are waiting for a supplier's invoice.