Quick Start Guide

Brief Introduction

The help index is designed to provide users with quick access to program information regarding functions and features and the steps for completing various program tasks. The users can scroll down the Topics list displayed or use the help index Search opt

About SCS Automation

COREflex™ Product Family

Overview of COREflex Software

Concept of COREflex™

COREflex Setup

**License Configuration** (Not required during initial use period)

Data items that are included in the software

COREflex™ software default settings

Location Type Setup (Only available in WMS and Lite Industrial)

Inventory Locations Setup

Customize Setup

User Setup

COREflex™ Multi-User Workgroup Setup

System Configuration

System Configuration

QuickBooks Interface

Connecting to QuickBooks

Instructions for Specific Quickbooks Imports

Instructions for Specific Quickbooks Exports

Disable The QuickBooks interface

Importing Data into COREflex

Bin Location Import

Inventory flat file import

Specialized Feature Upgrades

Overview of Features

Assemblies (Only When Available)

Barcoding (Only When Available)

Lot Control (Only When Available)

Returns (RMA) (Only When Available)

Serial Number (Only When Available)

Inventory Control Module

Inventory Control

Inventory Control Flow

Inventory Totals

Move Inventory

Physical Inventory

Export Inventory Adjustment to QuickBooks

Units of Measure Management (Only Available in WMS and Lite Industrial)

Advance Features

Purchase Order Module

Purchase Orders

Purchase Order Flow

PO Entry/Edit

PO Receiving

Create QB Bill

Create Back Orders tab

Item Receiving

Item Put-Away

Sales Order Module

Sales Orders

Sales Order Flow

Order Entry/Edit

Allocate Orders

Confirm Orders

Process Orders

Create QB Invoices

Create Back Orders

Using the Search Menu

Products

Sales Orders

Purchase Orders

Bins

Reports

Standard Forms

Reports

Tutorial Data

Sample Tutorial Database

QuickBooks Sample File