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DOWNLOAD INSTRUCTIONS
Before you start to issue warehouse documents in LoMag, you need to define and describe items. The "Item List" is a list of all products and services, which will be used on the documents. LoMag software enables you to freely manage the item list and describe items in such a way as to reflect the needs of a given company. The instructions below show how to adjust the item list to your own needs, how to properly add, find and edit items in LoMag.
To launch the module select from the main menu or press Ctrl+T.
The window might be also launched with the icon, located on the tool bar.
After launching the item list the updated list of items from a given warehouse will be displayed, as well as the tool menu for managing items.
The tool menu in the module enables you, among other things, to add, edit or delete items in LoMag inventory management environment.
The current version of the program may be downloaded from the Internet from www.LoMag.pl. LoMag is installed automatically with all the necessary components. By default the program operates on 1 computer. For the program to operate in a network, the computers need to be connected by a local network. You need to install the program on each of the computers, then select the "This computer is a server" option from the "Program/Settings/Network operations" menu and remember the name of the server which is displayed below. Select the "This computer is a client and it connects with the server" option on the remaining computers and enter the name of the server.
Let's briefly discuss individual tools, and then proceed to a detailed description of each of them.
- search bar, used to find items by textual information e.g., by name, code or product group.
- icon used for adding new items.
- icon used for editing items.
In order to start working with the program properly, you should configure the options in the "Program/Settings" menu. The most important settings are described below. Advanced configuration options are described at the end of these instructions.
- icon used for deleting items.
- icon used to check the history (of warehouse transfers) of a given item.
- icon used to display items which have a given status, e.g. low quantity threshold.
- icon used to display only items from a given item group, e.g., fruit
- icon enabling printing of a list of items.
- icon enabling exporting a list of items to Excel (xls).
- icon enabling printing, generating and creating a new item label. Find out how to print, generate or create a new labelhere.
You can manage freely the layout of columns in the module. For example, you can hide columns, you can change their name, etc. if you have the need to manage columns, use the option, which you will find under the item list.
If you click , the interface will be activated. In the first part of the interface you will find fields with hidden columns () and displayed columns () in the window. The second part of the window enables us to change the name of the column () and to adjust the number of decimal places () and the width () of a given column.
For example, let's test out the possibility of displaying columns; let's say you would like to display a column, which is important to you, and which is hidden at the moment - a column with a photo of an item, for instance. In order to display the column marked by you ("image"), mark it in the field, and transfer it to the field, with the button.
Confirm the change with . From now on the item list will include a column with an image presenting the products (see below).
You can also change the names of individual columns through column settings (). For example, change the name of the column "Image" into "Picture". Mark the given column in the window, and then enter the new name to the field. Confirm the changes you made with .
The program can support any number of warehouses. After you launch it, a window comes up, in which you need to select the warehouse you wish to work on. You may also add a new warehouse in the warehouse selection window, as well as change the name and the code of a warehouse, or remove a warehouse together with all the documents. Once you click 'Open' or press "ENTER”, the program will open the marked warehouse and from that moment you may operate in this warehouse. If you wish to change the active warehouse, go to "Program/Open warehouse" on the menu.
As you can see above, the name of the column has been changed from "Image" to "Picture". Also, in the module you can change the field and the field of given columns. You can also come back to default settings at any given moment - use the icon, which can be found in the lower part of the interface of the , window to do that.
Before you start creating documents, it's worth defining the item list and the accounts. You can also import item lists from an Excel file. Go to "Items/Import from Excel” menu, where you have a simple import module available. To import data, simply select an Excel file, and adjust columns from the Excel file to the columns in LoMag by selecting the name of the field from the drop-down list. Next, click "Import of items - adds or updates if already in the database" and the program will add or update data. The key to updating items is "Item name" and "Unit" - i.e. if a given item name and unit already exists in the database, the program will update the remaining data. You may also import items to many warehouses.
Importing accounts works on the same basis. You may select a file with a list of accounts, customers or employees in the "Accounts/Import from Excel" menu. Insert columns with 'yes' and 'no' values in them, so that the program may ascribe every account their status. An example of an Excel file content: "Name customer supplier”
Apart from the column management icon above () you also have the option of item list pagination. Automatic pagination is turned on by default. If you want the module to display all products on one drop-down list, use the function (the pagination function will be turned off). In order to turn on the pagination again, use the key. I you want to use pagination to go to the first, previous, next and last page, use the following keys . Pages are created automatically adjusting to the number of items and the size of the window. "Client1 yes no” "Distributor1 no yes”
This module also allows you to sort information by a given column, e.g., sorting of product names (alphabetically) or sorting the stock levels (from smallest to largest). To use the sorting function in a given column, left-click a column title, e.g., "Stock level".
To go to the item list, you must select "Items/Item list” option on the menu, or press the Ctrl+T shortcut key, or click the item list icon on the tool bar. All the methods are equivalent and they have been added to facilitate your work with the program. Once the item list is launched, the list of items from the current warehouse and the current stock level will be displayed. The list may be narrowed down, if a filter or a group is chosen on the item list tool bar. The list of columns in the item list may be adjusted by right-clicking any column and selecting the "Manage columns" option. The "History" button allows you to take a quick look at the warehouse movements for a given item. In order to add an item to the item list, you may also use the Alt-D shortcut.
You can see after clicking the column, that there is a sign next to the column name, which informs you that sorting from the smallest to the biggest value in a given column is on. If you click the column title again, the sign () by the name of the column will changed (), and the sorting mechanism will sort the values from the biggest to the smallest.
You can switch the sorting for any column in the window in the same way.
To add a new item to you warehouse (program), select from the tool menu, which will display the dialogue box.
Creating a full list of items is not necessary, but it will considerably facilitate and accelerate the creation of documents. We recommend creating an item list before you begin adding documents. In the item list, you may describe the characteristics of the item, the barcode, the unit of measurement, the group, the opening balance (initial values), the suggested prices and the low and high quantity thresholds. The meaning and the employment of each of those fields is explained below:
You will find a series of fields to fill in with information about the new product in the window. Let's add a new product to your database, while discussing each field individually.
Let's add a new fish product - "Tuna". Enter the name of your product - "Tuna" - into the field.
Next, enter a numerical barcode for the product (Tuna) to the field or generate it automatically using the button.
Select an item group - enter a new assortment name for your product or select an already existing one from the drop-down list (see below)
In this case, the already existing item groups do not fit to the new product, so you need to add a new assortment - enter the new item group name (in this case let's call it "Fish"). Go to the field , select the unit of measurement for the product (pcs. or kg)from the drop-down list. You also can add a new unit of measurement, simply by entering in the field.
Next, you will find several fields regarding the amount of goods on stock. Set the minimum and the maximum amount of goods which you wish to have on stock at your warehouse in the and the field. In the field you set the initial quantity of the product at your warehouse. Use the to set the initial price of the product.
Let's set the low quantity threshold, e.g., 10 - i.e. you do not want to have less than 10 [units] of a given product on stock. The high quantity threshold (), i.e., the maximum amount of the product you wish to keep in your warehouse is, e.g. 1000 [units]. You also have to set the initial quantity, e.g., 20 [units] of a given product - this is the amount you have already on stock. The initial price () of the item is established at, e.g. PLN 20 [per unit].
Please note that the items list at each warehouse may be completely different. To copy an item list from another warehouse, select the "Items/Copy from another warehouse" option. Then, select the warehouse from which you want to copy the items and mark several or all items in the left panel. The ">" button copies the items to the current warehouse.
Let us proceed to the next part of the interface - ; enter the purchase price () - for example PLN 20 (it is the price for which you bought the product) and determine the default mark-up (), e.g., 30% - this is how much you want to earn on the product. The field will be automatically calculated basing on the previously entered information (fields , ).
To go to the account list, select the "Accounts" option from the menu, and then select a list for a given type of account: "Customer", "Supplier", "Employee". Once you select, a list accounts of a given type will be displayed. The list may be narrowed down, if a filter is selected on the tool bar of the account list. The column list may be adjusted by right-clicking any column and selecting "Manage columns". The "History" button enables a quick preview of warehouse transfers for a given account. You may also use the Alt-D shortcut, to add an account to the list.
Accounts have been divided into 3 groups
There is a possibility of hiding fields and information on suggested prices, to do that go to , to the tab.
To turn off information about the suggested prices, unmark the field and approve the changes with . From now on there are no fields with data on prices in the window and the window (see below).
Each account may belong to one or more group, e.g. Jan Kowalski may be both a supplier and a customer. A removal of an account from the list is possible only if it has not been used in documents. The accounts are visible in all warehouses, i.e. if you add an account to one warehouse, you may use it in all other warehouses.
If, however, you wish to decide about the prices in the module, but set the prices in quota terms (without mark-up or margin), you must go to the tab and mark the previously unmarked field (), next mark the field.
All documents in the programme are added in the same manner. To accelerate work, apart form the icons, you may also use the keyboard shortcuts available:
Two fields, and came up as a result in the and windows.
If you want to come back to the initial (default) settings regarding the suggested price you must go to settings and mark the option.
You have now supplemented all basic and the most important information regarding adding a new item to the database of your warehouse. Before you save, you may also add a photograph of the item. Use the button and the window for adding a product photograph open.
Select a photograph of the item (from your computer hard drive), and then click the button. The photograph will be uploaded to LoMag inventory management.
Thus, you have expanded the item data with a photograph of the product. Add the new item to the warehouse using the button.
Similarly, Shift+F2 adds another GRN, Shift+F3 adds another GIN, etc.
After opening the document creator window, you may select an account form the list, or find it by pressing the [..] button, or entering the first letters of the account's name, and then pressing the down arrow. The account selection field may be invisible, if you turn off the account support in settings.
The program automatically enters the current date and time of creation of the document and proposes a consecutive number. You may change the number to any sequence of signs. You may also change the date, however, you have to remember to maintain the chronology of documents. When entering archival documents, you should begin with the oldest and continue to the newest. Changing the date of an existing document may seriously impact the stock levels and the value of the warehouse.
The "remarks" filed may be used for notes regarding the whole document. Please note that there is also a "remarks" field for each line of the document.
At the bottom of the window there is an empty list of items for the document. To add a new item press "Alt-D" or use the "Add" button. An item may be selected in several various ways:
You will find an entry with information about your new item in (see below).
Please note that a thumbnail of the photo, which you've just added can be found there. To preview the image hover the printer over the thumbnail, and the image preview will be displayed, like on the screenshot below.
LoMag inventory management is a very friendly program, it allows the users to add dedicated columns, i.e., plainly speaking, adding their own fields (columns) informing about the products. For example, you wish your products to include certain information, let's say, about the colour of the item - you have to use the function to achieve that.
By a way of example, let's add a column informing about the colour of the product. Go to the program settings; First, you have to save the item using the button.
Next, go to program settings by selecting from the main menu or by using the Ctrl+U shortcut.
Go to the tab.
Because the information about the colour of the product is in text form, in this case you are interested in columns in the part of the window. If you wanted to add numerical information (about the item) use the part of interface
Mark , and enter the name of the column "Color" and confirm it with .
To add information about the colour of the product, which you have just added, you need to proceed to the edition of the items. Go back to the window, mark your product and click - the window (for the item) will be displayed.
You will find a new field (marked on the image above) in the window, into which you need to enter information about the product, in this case information about the colour of the item. So, enter the information and click .
The dedicated columns allow you also to add links and attachments to www pages (e.g. a link to the manufacturer’s site of a given item). Let's add an attachment to the documentation of our product, located on your hard drive and a link to the site of the manufacturer. First, go to , tab . In the tab, go to the part.
Next, you need to give names to the new fields. Let's call your new fields (columns)"Attachment 1" and "Website" - just like you've just done for the test columns ("Color"). Next, use the button to save the changes.
Come back to the module of your product ("Tuna") to add information about links and attachments. So, (as a quick reminder) go to the item list, mark the product and click , after which the window will be displayed.
In the windows for adding items to a document (apart from GRN and GIN correction) in the "Preview and selection of receipts" part, you may determine precisely a concrete receipt from which the item is to be issued.
You will find two new fields in the field, which you have just added (, ). To add new information about attachments, you must point out the source location by using or enter the document location manually to the field.
The program enables you to modify the existing documents. You may find a document which needs to be repaired or corrected. You should be particularly cautious when changing the quantity of items on archival documents - you cannot remove an item which has been issued on subsequent documents. Similarly, the program will not allow the removal of documents, from which at least one item has been issued.
Let's add, with the use of the button, the location of the document regarding the product. Click for the field, which will result in displaying the window, in which you should select the document you wish to attach to your item.
Add the Internet address (type in manually) to the field. Click the empty field and then type in the address of the internet site, e.g., the manufacturer of the product.
After adding the sources and the Internet site of the product, click .
You can see the , columns on the above screenshot.
An open document allows you to check the history of warehouse transfers for each of the items on the document (the "History" button on the tool bar over the list of items or "Alt-H"). The "To Excel" button enables the transfer of the list of items from the document to a chosen Excel file. The table may be freely adjusted by right-clicking any column and selecting the "Manage columns” option. The program remembers the chosen settings, and it will recreate the column layout when generating a new document.
LoMag inventory management enables you to add all sorts of physical goods and services. It helps us deal with product packaging, which may be automatically added when registering items. If you want to use the packaging option, first go to , then mark the option .
The information entered into the program may differ from the actual stock level for various reasons. Therefore, from time to time you should make an inventory of the warehouse. It often happens that making an inventory is a long process which blocks the operation of the warehouse. In view of facilitating and accelerating inventory-making, LoMag features "Inventory sheets".
Then add () a new item as packaging, e.g. "Plastic Container 10L". Generate a barcode for it, and set up a (new) item group, e.g., "Container" and a (new) measurement unit, e.g., "Box". Then click .
To create a new inventory sheet, go to "Documents/Inventory/Inventory Sheets". The program will display a list of the already existing inventory sheets. To add a new sheet, click "Add" or use the "Alt+D" shortcut. You may also edit the existing sheets or remove them completely.
For the packaging which you have just added to be automatically attached to products when they are registered, you have to define it in information about items - to achieve that, you need to edit () the product which you have just added ("Tuna"). Next set the field and save the changes.
You create inventory sheets just like all other documents, by adding items and their current quantity on stock. The possibility of generating several sheets at the same time, which may be later joined into one big inventory, constitutes a great advantage of the inventory sheets. If the same goods may be found in two locations at the warehouse and they are featured on two inventory sheets, the program shall sum up the quantities from those sheets.
The result of these actions can only be appreciated on the warehouse documents (discussed here), in which an appropriate amount of packaging will be added automatically with the added product (see below).
LoMag inventory management offers the option of applying various filters. The filtering function in the module is a very helpful tool, you define the variants and it helps you find relevant items quickly. For example displaying only the items, which are out of stock.
There is also a possibility of stretching the inventory-making over time. If the warehouse contains inactive items, you may create an inventory or inventories including the inactive items several days earlier, and then merge the sheets into one inventory. If, however, one of the inactive items has been issued form the warehouse, you may make a correction on the sheet before creating the inventory (the "Edit" button on the inventory sheet list).
To create a filter, right-click the name of the column (see below) which you want to filter. A filter may also be added with the help of the button, located in the lower part of the interface of the window.
For example, let's add a filter, which will display only products which are out of stock. In this case, you need to create a filter for the "Stock level" column, next right-click the column - a menu shall be displayed, select .
The inventory in LoMag does not have to pertain to the whole assortment - if some of the items are omitted, the program will not change the stock levels for items not included in the inventory sheets. Therefore, you may execute a partial inventory, including only a part of the assortment. In case of a partial inventory, the omitted items and their stock levels may also be accounted for on the documents and set to zero balance.
The window came up. The filter is only to display items with zero stock level. To achieve that, you need to select the column and select a mathematical symbol for the equation, i.e., for the "stock level" column you select the symbol, which will equal 0.00 and select the symbol (see below). After you have set the parameters, approve the filter with the button.
The filter is automatically activated after approval. All items the stock level of which is equal zero have been displayed in the item list. This example presents how quickly you can check which items are out of stock and could be supplied.
To make an inventory basing on inventory sheets, go to "Documents/Inventory/Create new inventory". Mark the sheets on the basis of which you intend to make the inventory. Then click "Create inventory from the marked sheets". After this operation the program shall correct the stock levels and display a report with the results of the inventory. The report includes information about the stock before and after the inventory, as well as information about the value of the warehouse before and after the inventory. The final result is presented at the bottom of the window - a total of values before and after the inventory. The final report may be printed or exported to Excel.
An inventory may also be created on an empty document, by adding items to it one by one (while omitting inventory sheets); and basing on the current stock level, where you can change item value by clicking "Edit".
If you want to display all items in the module again, you have to switch off the filter. Before you turn it off, however, it is advisable to save it in the program memory, for future use. Go to the "Stock level" column or click . Next, select (to save the filter to the program memory). The saving window () will be displayed, in which you should name the filter, e.g., "Stock level = 0". Save with the button.
To deactivate the filter, select , which will display all items, and the filter will be inactive.
The Inventory removes all the differences between the stock level in the program and the actual stock level on the sheets. It is achieved by adding the stock correction document. The correction may be previewed in "Documents/Stock level corrections". The program inserts "Correction generated automatically through inventory" in the remarks field. You can find a list of items for which the stock levels have been changed below.
You can turn on the saved filter at any given moment with the button, which displays a list with filter functions and a list of created and saved filters (see below). To turn on the saved filter, select it from the list, e.g., "Stock level = 0".
An inventory may be corrected or removed completely. To remove an inventory go to "Documents/Inventory/Backed up inventories". Select the inventory you wish to remove and click "Remove". The removal of the inventory causes the removal of the stock level correction and results in the restoration of the warehouse levels from before the inventory. The removal of the inventory does not affect the inventory sheets - you may create an inventory again basing on the same inventory sheets.
The filtering module in the item list allows you to add advanced filters comprising of many variants. For example you may filter by group and colour. Let's create a filter comprising of two elements ("Group" and "Colour of item"). Start a new filter for the columns. First, set the filter for "Group", proceed like you did with the "stock level" column, i.e., , the window will be displayed.
If you've marked the wrong sheets while making the inventory, the easiest thing to do is to remove the inventory and redo it marking the correct inventory sheets.
Set a filter for the "Group" column; let's say you want the new filter to display all items from the "fruit" group. Go to and click , and save the filter (). To add another filter variant ("Color") click .
If you wish to correct only one or several items from the inventory, you may do it by editing the appropriate stock level correction. ("Documents/Stock level corrections"). To print the final inventory report again, go to "Documents/Inventory/Backed up inventories". Next, select the inventory from the list and click "Edit".
This way you have created a two-part filter, which will be displaying only items from the group of fruit which are red in colour.
This filter may also be saved (), with a name, e.g., "red fruit". After being saved, the filter will be displayed in the tool menu () - as you can see below).
If an item sheet which hasn't been on stock before is added, the program activates the "Price" and the "Value of item" fields. It happens because the program does not know what price to ascribe to the item. You should fill in these fields or leave a zero, if you wish to receive this item on stock with the purchase price amounting to zero. You introduce the "opening balance" in this manner, when commencing work with the program.
The filters may be removed from the program memory at any given moment; to do that, go to the function and click the icon and then select the field. The module will be launched.
To delete one of the filters from the program memory, first select a given filter from the column, and then click .
The above actions will remove the filter permanently from the program memory. The module, also allows you to export and import filters. To export one of the filters to your hard drive, first select a given filter from the column and then click .
The dialogue box for saving filters on the hard drive will be launched. First select the location on the hard drive, where you want the file to be saved, name the file and click .
Item libraries were added to the program to accelerate the creation of similar documents. They are templates used for quickly preparing documents basing on a previously defied list of items with quantities. To create library, go to "Items/Item libraries". After clicking "Add", define the library name and its code (it may be a barcode). Next, you may add the library components - the list of items with quantity. For instance, a library may be called "daily fruit delivery" and include 30 kg of apples, 10 kg pears, 10 kg of bananas. With a library defined in this manner you are able to very quickly prepare a goods received note by selecting a ready template from the list. There is no need to list the same items and quantities everyday. Of course, you have the possibility of correcting the automatically added entries - you may, e.g. remove the bananas or change the quantity of pears.
To import the previously exported filter to the program, go to the module and select which will display the window for importing filters from a file.
The libraries may be used in the following types of documents: GRN, GIN, Internal GRN, Internal GIN, GRN correction, GIN correction. The library may be chosen from "Items", a drop-down list which can be found in the window for creating order elements The names of the libraries are on the top of the list over the items. If you select quantity [1], all items and quantities from the library will be added. Selecting quantity [2] will double the contents of the library - so continuing with the above example - it would be 60 kg of apples, 20 kg of pears, 20 kg of bananas.
The module also allows you to preview from which columns the filter is constructed and in what way was it defined ().
You can freely manage item groups. To launch the module for item groups management, select from the top menu.
The window of the module will be launched, in which you may add, edit and delete item groups, as well as print and export the listing of item groups to Excel.
The employment of libraries in the issue notes (GINs, Internal GINs) requires a comment. Let's say you want to issue the whole of the library, but one of the items is not on stock. The program will not allow such an issue. In this situation you may check which item is missing from the library and what the current stock level of the library is in the "Items/Item libraries" menu. Below, you will find examples which will facilitate the understanding of library stock levels basing on the example above:
When adding a new item to the database, you could also create a new item group in the item list. The new group may also be added with the use of the module. Click the button, located on the tool bar. The window will be displayed.
To add a new group to the database, enter the name of the new group, e.g., "Meat", to the text field and click . The new group has been added to the program database.
In an equally easy way, you can edit () or delete () a given item group, as well as print it out () and export it () to the hard drive.
Please note the possibility of employing the "Item library" module in the process of assembly. Creating a library with properly defined components needed for the production of the final product will streamline the whole process. Furthermore, the library will allow you to easily determine how many ready products can be made from the existing raw materials.
The measurement units may be managed freely. To launch the unit management module select from the main menu.
The window of the module will be launched, which may be freely managed (add, edit, delete, print or export the units of measurement).
The find option may be launched at any given time with the CRTL+F shortcut. You may also select the "Items/Find" option or click the button on the tool bar. The find window comprises of 3 tabs "Items/Documents/Accounts":
In order to find a given item you need a fragment or a few fragments of its name. If you have an item called "LCD PLE2607WSD-B1 2ms" on stock, you can find it by typing in "LCD 26 2ms".
When adding a new item to the database of the program in the module, you could also create a new unit of measurement for the product. A new unit of measurement may also be added with the use of the module, by clicking the key, located in the tool menu. The window will be displayed.
To add a new unit to the program database, enter its name into the text field and click . A new unit will be added to the database of the program.
All search criteria narrow down the results (conjunction). For example, if you type in only a fragment of a name, e.g. "car", the program will find all items which have "car" in their names: "carrot, carp, caramel". If you additionally mark "vegetables", the result of the search will be only "carrot". The remaining fields also narrow down the results - if you additionally select "Stock level>0", "carrot" will only come up, if it is on stock.
In an equally easy way you can edit() and delete () a given unit of measurement, as well as print () and export the register (list) of units of measurement to the hard drive ()
The search engine also allows you to search for items in all warehouses. If you mark the "find in all warehouses" and item = "carrot" and "Stock level > 0" the program will display a list of warehouses in which you have carrots on stock. The table will show the stock level in each of the warehouse, the price of purchase and the value of the stock.
LoMag inventory management enables you to manage any number of warehouses. The function of copying data from one warehouse to another significantly increases the effectiveness of management, e.g., when launching (opening) a new warehouse; thanks to the copying function you do not need to manually add the same items, you simply copy them
For the module of copying items from another warehouse to be active and useful:
If you mark the "Items/Find/Low Qty Threshold" field, the program will find all the items the current stock levels of which have reached the minimum values set in the item list. The minimum value for each item is defined separately - e.g. it may be 100 kg for potatoes, and 10 kg for bananas. If there are only 9 kg or less bananas left, the item will be placed on the list of products which reached the low quantity threshold.
To launch the tool for copying items between warehouses you need to select from the main menu. The interface of the tools shall be launched.
If you mark the fields "Items/Find/High Qty Threshold", the program will find all the items the current stock levels of which have reached maximum values set in the item list. The maximum value for each item is defined separately - e.g. it may be 10 000 kg for potatoes, and 1000 kg for bananas. If there are 1001kg or more bananas left, the item will be placed on the list of products which reached the high quantity threshold.
To copy an item, first you have to select a warehouse from which you wish to copy a given item to the warehouse where you are ( the warehouse which you are currently working on in LoMag) .
Once you have selected the warehouse, the list of items from the selected warehouse will be displayed.
On the tool bar, over the results list, you have the possibility of viewing the history of warehouse movements, adding or editing items, exporting the result "to Excel", printing the labels, and setting the mark-up simultaneously for several items - by clicking "Change" .
Next, select an item for copying (from the list of items of the second warehouse), click to copy (and transfer) the item to column .
Next, click - the item has been copied from one warehouse to the other.
The document search engine also works on the basis of narrowing down the results with various criteria. You can enter a fragment of a name into the text fields, e.g. if you enter "123", you will find in your results: "GRN 123/2010", "GIN 123/2010". If you additionally select "GIN" as a criterion, only "GIN 123/2010" will come up as a search result.
Almost all parts of LoMag regarding items (e.g. , , ), are equipped with an option for exporting files to Excel environment. LoMag inventory management allows not only the export, but also the import of data from an Excel file.
The default setting of the search engine displays only documents form the current warehouse, but you may also search in all warehouses, simply mark "Find in all warehouses".
To import data regarding warehouse items from Excel, you need to launch the module. Select from the top menu - a window for importing items will be launched.
There is also an option of finding documents in which a given item with a given name has been used. To do that, you must select the name from the list or scan the code of the item in the "with the barcode" field.
To import a list of items from an Excel file, first you must select and upload a file, which is on your hard drive - do it with the button (located in the top part of the interface).
Please note that the field "Remarks include" will help you find documents in which the searched text may be found either in the remarks to the whole document, or in the remarks to one of the lines of the document.
Next, select the data file and click the button. An Excel file will be uploaded to LoMag inventory management.
This is what the file including a list of items looks like in the spreadsheet:
You can find accounts in the same way - enter a fragment of the account's name, the name of the contact person, the Tax Identification Number, or the phone number and press Enter or click "Find". When entering the Tax Identification Number you do not have to worry about spaces and dashes - the program will find the account irrespectively of how you enter the number.
Next, you need to adjust the columns from Excel to the fields of the module. Select an appropriate field (e.g., item name, item group) from the list for each column you wish to import.
All reports are supported in a similar way. You mark the period to which the report is to pertain, or set the exact dates below . You may select filters from the drop-down lists, which narrow down the results (conjunction).The results of each of the reports may be printed or exported to Excel. Below are the most important reports and examples of their employment:
In the first column you see information on the names of the product; to import the name of the products (column one) select the appropriate field, i.e., "Name" from the drop-down list (see below).
You can see the product barcode in the second column. As above, to import the code, select an appropriate field from the drop-down list, i.e., "Bar code".
Proceed as above with each column, which you wish to import to the program database.
After you select appropriate columns for importing data, click the button.
A window informing you that the import has been successful will come up (see below).
You can check whether the process has been truly successful (whether the products from Excel have been added or updated), in the item list module - by checking the list of items.
The window is launched by default when starting (opening) one of the warehouses.
The module may be open in three different ways. To launch the window with method one, select from the main menu of the program.
The second method of launching is clicking the icon located on the tool bar.
To launch with method three, use the "Ctrl+F" shortcut key.
You will find a search tools area () in the window, the tool menu for managing items () and a list of warehouse items ().
To start searching a warehouse:
If you have at least one item in LoMag memory, you can display a whole list of items in the window, use the key to do that.
This way you have displayed the full list of defined items in the LoMag item list.
Finding items in the warehouse can be commenced from basic information, such as finding items by product name, using a field marked below on the screenshot.
Apart from the searched name, you may also type in the barcode number of the product, its stock level or group. You can also search for this data separately.
As you can see on the screenshot above, all products which include the letter "t" have been displayed. In this case, there are only two items, but with larger quantities it could be, e.g., 500 - search method should be changed. Let's enter information about the, e.g., item group. For this example it would be "Fish". Select it (the group) from the field.
You have found the product. Of course, you could have entered the full name, e.g., "Tuna", into the field and it would also be displayed, however, the aim was to show a basic example of the search mechanism.
If you want to find an item by is stock level, use the field, set the mathematical symbol and the size (amount) of the stock level. For example, you want to display items whose stock level is more than zero. Go to the search by stock level field, set the ">" symbol and the quantity, i.e., zero.
If you mark the option all products from all warehouses in LoMag will be displayed.
If you mark the and options all products which reached low or (and) high quantity thresholds will be displayed.
If you mark the option, only physical objects will be displayed, i.e., products which have not been marked as services in the module.
The list of reports is being constantly broadened, and the existing reports are being frequently streamlined. The program may already include reports not described in the instructions.
If you mark the option, only services (e.g. transport) will be displayed. Items which have been marked as in the module.
LoMag offers the following possibilities of restricting authorisations:
If you mark the option only products, which have been transferred to the archive will be displayed. Items which have been marked as in the module.
If you mark the option only items which comprise of several parts (sub-products) will be displayed. Items which have been marked as in the module.
If you mark all of the options: , , , all products will be displayed, along with services and archival items
You can mix and match all search options, which will significantly streamline your operation.
If several people use the computer and you want to secure access to LoMag Inventory Management, simply add a new user in the "Users/Add new user" menu. When adding a new user, you specify their name, e.g. "Jan Kowalski”, then their login and password. The login and password will be entered each time the program is opened. The program allows you to define a login and passwords of any length (including blank). Log in is only possible once you have saved the new user and restarted the program.
Just like in the window, there is a tool bar in the module, as well as a function for filtering data and the possibility of configuration of a window.
The tool bar in the "Find in warehouse" window is very similar to the one already described (here) in the module. However, the module has one element, which cannot be found in the tool bar of the window.
When adding a user, you define their role and authorisations to access warehouses. You mark the authorisations to warehouses by the names of the warehouses. Marking the field next to the name of the warehouse will mean that the user is entitled to access a given warehouse in accordance with the ascribed role, unmarking the filed will disable their access.
You may define a different interface language for each user. The language for a given user may be changed by using the "Users/List of users/Edit" function.
To check how the tool operates, mark any given product from the list of items in the module, and click .
The module window has been launched, in which you will find three possibilities of changing the mark-up.
In the first part () of the interface you will find the option to increase or decrease the mark-up by a percent determined by you. For example, let's increase the mark-up by 20%. Enter "20"in the field and click .
The idea behind the roles is that once a role is defined, it may be used for many employees, e.g. LoMag may be used by 5 warehouse keepers, 2 accountants and an Administrator. You define the authorisations of a warehouse keeper only once, and then ascribe the "warehouse keeper" role to 5 users; similarly you define authorisations for the "accountant" role only once and you ascribe it to 2 users. You can define any number of roles and add as many users as you like. The number of people working simultaneously is, however, limited by a number of purchased licences.
After approving with the button, the mark-up of a given item is changed (please note "Selling price" and "Default mark-up" below and above).
As you can see in the screenshots above the "Selling price" and the "Default mark-up" changed their value because the mark-up was increased by 20%.
Let's launch the tool again and change the mark-up by a given value. To do that, you need to go to the second part of the () module. For example, let's put "1" in the field. This way, you will change the value of default mark-up by one.
As you can see, on the above screenshots the "Default mark-up" changed its value by one.
Users of LoMag Inventory Management LoMag get ready templates for documents and warehouse labels by default. However, the program also enables you to easily design and edit label templates and warehouse documents.
The last part of the interface of the window, i.e. the field enables you to set a concrete mark-up value.
You can also set mark-ups for many items at once - you have to mark several items at once with the use of the "Ctrl" button and the left mouse button. Then, click and change the mark-up as you wish.
To go to the label designer, select "Items/Label designer" from the top menu. You can also open the designer from the level of the "Find in warehouse" window and from the level of any warehouse document. The application enables you to design warehouse labels by applying any fields from the database, permanent texts, graphical elements, barcodes, photos and it also gives you the possibility of printing on various types of printers and paper sizes - including divided labels, e.g. 10 labels 2x5 on an A4 sheet.
You can freely configure the dialogue box of the module, just like you did with the window. For example, you can demand that given columns are displayed, change the name of a column, etc. If you need to manage columns, you can use the option, which can be found in the lower part of the interface of the window.
The documents editor may be opened from any warehouse document window. The editor enables you to design document templates by applying any data from the database, permanent inscriptions, photos, barcodes for all data in the database and permanent inscriptions.
If you press the button, the interface will be launched. In the first part of the interface you will find fields with hidden columns () and visible columns (). The second part of the window allows us to change the column name (), to adjust the number of decimal places () and the width of a given column. The settings for the display of columns have been described in detail in these instructions when the module was discussed.
All data, including program settings are saved in the database. It is very important to make regular copies to an external carrier, e.g. a USB stick. In case your computer is damaged, you can quickly recover the whole of the database on another computer. Make the copy by selecting the "Program/Backup" option and selecting a folder to which you wish to back up the database.
To carry the database over to another computer, you must install a full version of the program on the new computer (e.g. the demo version from LoMag.pl), back up the database on the old computer (save the database to a USB stick), and restore the database on the new computer (upload the database from a USB stick).
Next to the button for column management () you will find the option of pagination of the list of items. The automatic pagination function is turned on by default; if you want the find in warehouse module to display all the products in one drop-down list - use the function (the pagination function will be turned off). To turn pagination back on, use the key. If you want to employ pagination to go to the first, the previous, the next and the last page, use the keys as follows . Pages are created automatically adjusting to the number of items and the size o the window. Keys which are used to go to subsequent pages () might be inactive in certain situations. For example, the first page key and previous page key will be inactive, if you are on page No.1 or all keys are blocked because your products have been displayed on one page. The key is for managing filters in the item list, which operate on the very same basis as in the module, discussed in these instructions.
You can launch the program from a USB stick. It may be useful, if only one person works with the program, but they use several computers. For the data to be saved directly on a USB stick, you should copy the whole folder of the program onto the USB stick, or choose the USB stick as the place for installation. For the program to operate properly on other computers you will need SQL libraries, so the easiest thing to do is to install a full version of the program on each computer, but to launch program from the USB stick. All data will be saved on the USB stick in the "Database" folder. You should make safety copies of the database to another carrier, so as not to lose the data in case the USB key is lost or damaged.
The item history module, which is the history of warehouse transfers for given items, may be launched in several ways in the inventory management program. One of the basic ones is selecting from the top menu or using the "Ctrl+H" shortcut key.
The window of the module will be launched.
"Settings/Calculations/Calculation of stock value: LIFO/FIFO” This parameter determines the order of issue, in case you have the same product on stock from different receipts. For FIFO (First In First Out) the first item to be issued will be from the oldest receipt. For LIFO (Last In First Out) the item from the last receipt will be issued first.
The item transfer history module may also be launched from various other locations in the program, e.g., from the module or module, which have already been discussed.
There is also a possibility of launching the module in warehouse documents, e.g., the Goods Received Note ().
"Settings/Documents/Support for packaging” - if you mark that option, you will be able to define packaging in the item list and ascribe it to products. Items with ascribed packaging are automatically supported on documents. Upon adding an item to a document, the program will also automatically add packaging.
Once you have launched the window to check the history of a warehouse transfer, select the item you are interested in the field.
"Settings/Documents/Selection of transport type on documents” - possibility of entering information about transport for a given warehouse transfer. You can define any number of types of transport in "Item/Type of transport".
Next, after you have selected a given item, a list of warehouse transfers for this item will be displayed, that is nothing else but a history of warehouse documents for a chosen product.
"Settings/Documents/Support of cost groups for documents” - a function developed for grouping items by cost (e.g. "Investment", "Office Supplies") of a given warehouse document. You can define any number of groups in "Item/Cost group".
All documents regarding transfers of a chosen item have been displayed, along with information about the number and the type of the document, the quantity (e.g. of issued items), the stock level, the date and time of transaction, and the remarks.
If you want to edit a given document, left-click it and then click , which will launch the window for editing a document pertaining to a specific item.
"Settings/Documents/Support of lot numbers and expiry dates" - you can mark items with an expiry date (e.g. medication, foodstuffs) to prevent them from being kept at the warehouse for too long. When adding an item to a GIN, you may define which item should be issued the earliest, to prevent it from expiring while on stock.
Just like in the module or the module, you may freely configure several parameters regarding the warehouse transfer table layout. To do that, use the previously discussed tool.
"Settings/Documents/Support for serial numbers” - reception and issue of items with a unique number ascribed to each piece. You may also upload a serial number by importing data from Excel and a collector.
You will find several additional modules in LoMag inventory management, which are partially used in the item management modules and in the module. Tools such as , , support of serial numbers – have been discussed here.
"Settings/Documents/Support of warehouse locations” - defining warehouse locations for a given item on warehouse documents. The same product may be stored in various locations, and there may be many products in one location. The locations may be defined from the level of the window for item receipt or in the "Items/Warehouse locations" module.
As you can see, from now on, the account column is and will be displayed in . Additionally, in the tool, you can change the name of the columns (), adjust the and set the . You can also come back to default settings at any given moment - just use the icon, which can be found in the lower part of the interface of the window.
"Settings/Documents/Digits after decimal point” - prices are usually quoted with two digits after decimal point. There are, however, cases in which prices and values must be quoted more accurately. By changing this parameter, the user may determine with what accuracy are the individual prices to be displayed and printed on documents and reports.
In you can also print and export (to the Excel file) the history of a warehouse transfers for a given item, using the and buttons.
"Settings/Documents/Sorting of rows on documents" - you have two possibilities "sequence as added" or "name of item". The default setting is "sequence as added" - i.e. the program does not sort the lines of the order. The second possibility, "name of item", means that the program will arrange the lines of the order alphabetically by item name, e.g. if you add "Bananas" and then "Apricots", the sequence will be changed - the line with "Apricots" will be put first, followed by "Bananas".
"Settings/Documents/Templates for automatic numbering of documents” - you can determine the method of automatic numbering for each type of document. By default, documents have separate numeration for each type and warehouse in a given year. In the name template you may only use signs, which to not occur in the list of keys below:
Please note several examples of document numbering below:
The program has been created in Microsoft Visual Studio and it operates on .Net Framework 2.0 libraries. It has been compiled as one EXE file, which is installed by default in the "c:\Program Files\LoMag\LoMag.exe” folder. LoMag operates with "Microsoft .Net Framework” libraries and "Microsoft SQL Server 2005” libraries, some reports also use "Crystal Reports” libraries. The program requires authorisation to save in the current folder. If you imposed limitations on user authorisations, you should grant full authorisation to the whole "user" group to the "c:\Program Files\LoMag” folder.
All data is saved in the "Microsoft SQL Server (2005 Express Edition version) database. By default, if you work on one computer, the program connects to the database using the user installation; the database files are in the "Baza Danych" sub-folder. The details of the connection string with the database are saved in the "LoMag.exe.config” file in the current folder of the program in the [connectionStrings] section. By changing the value of the „connectionString=” attribute, you can change the way in which the program will be connecting with the database. ATTENTION: If you change the configuration of network operation a .config file is automatically created from the level of the program. The file may also be removed, the program will generate it automatically.
If you work on many computers, the program will employ the „SQL Server” authorisation. The program connects with the SQL server via user 'sa' and password "magazyn2008". The database is visible in "SQL Server Management Studio” when operating in a network. The default name of the database is "ProgramMagazynowy”. You may change the user, password, name and the method of authorisation, but the data has to be entered manually into the "LoMag.exe.config” file.
For more information and answers to frequently asked questions go to http://www.lomag.eu/