Category Archives: Product: How-To

Making the Right Choices


Inventory consumption, items that sell least or sell most, items that depreciate as they sit unsold on the warehouse shelves, or pieces that seem to require more repairs or replacements than do others — all these concerns can lead to much-needed changes imparted by managers and department heads. Complete information is the answer to the challenge for those whose jobs require swift and easy adjustments to make profits maximized and overhead costs limited. Making decisions remains both complete and easy with SIMMS Inventory software.

When systems compile information from a database, they merely grab values that are needed for time-worn formulas. With SIMMS, built-in reports can be customized to link to information that may not be included in those standard formulas. These customized views often produce the best and most useful data. SIMMS also enables you to choose your own preferred versions of the standard screens you use most, and familiarity with them adds to the speed and accuracy you can establish and maintain with the software.

Give SIMMS 2017 a free trial today by clicking here:

Mastering Backorders with SIMMS


Enormous numbers of backorders at one time can be processed by using the Fulfillment Manager or a simple few backordered items by employing SIMMS’ Backorder Manager. Once you begin using it, you will always be aware of what your customers are waiting for as well as what the current stock status is, while you gain the ability to fulfill your customer backorders.

With SIMMS, you can:

– Create Backorder Fill Reports to let you see what orders can be filled using your current stock

– Easily review your fulfillment requirements and take action for hundreds and thousands of orders at once when you use the feature-rich Fulfillment Manager

– Employ the Fulfillment Manager to review your sales demand and smoothly fill huge numbers of sales orders at one time, generate purchase orders to fill shortages, and transfer items in from alternate locations to fulfill the requirements.

– Generate Purchase Orders for your backorders at any time, and receive their contents all at once or in partial allotments

– Print Backorder Status reports to let you know where your stock falls short and which orders are yet to be fulfilled.

The solution to your backorder challenges are at your fingertips with SIMMS Inventory/Accounting software. For a free trial of SIMMS, click here:


Time Management Tips

1) Realize that time management is a myth.

No matter how organized we are, there are always only 24 hours in a day. Time doesn’t change. All we can actually manage is ourselves and what we do with the time that we have.

2) Find out where you’re wasting time.

Many of us are prey to time-wasters that steal time we could be using much more productively. What are your time bandits? Do you spend too much time ‘Net surfing, reading email, Facebook posting, texting, or making personal calls?


In a survey by 89 percent of respondents admitted to wasting time every day at work:

31 percent waste roughly 30 minutes daily

31 percent waste roughly one hour daily

16 percent waste roughly two hours daily

6 percent waste roughly three hours daily

2 percent waste roughly four hours daily

2 percent waste five or more hours daily

3) Create time management goals.

Remember, the focus of time management is actually changing your behaviors, not changing time. A good place to start is by eliminating your personal time-wasters. For one week, for example, set a goal that you’re not going to take personal phone calls or respond to non-work related text messages while you’re working.

4) Implement a time management plan.

Think of this as an extension of the third tip. The objective is to change your behaviors over time to achieve whatever general goal you’ve set for yourself, such as increasing your productivity or decreasing your stress. So you need to not only set your specific goals, but track them over time to see whether or not you’re accomplishing them.

5) Use time management tools.

Whether it’s a Day-Timer or a software program, the first step to physically managing your time is to know where it’s going now and planning how you’re going to spend your time in the future. A software program such as Outlook, for instance, lets you schedule events easily and can be set to remind you of events in advance, making your time management easier.

6) Prioritize ruthlessly.

You should start each day with a session prioritizing the tasks for that day and setting your performance benchmark. If you have 20 tasks for a given day, how many of them do you truly need to accomplish?

7) Learn to delegate and/or outsource.

In my experience, delegation is one of the hardest things to learn how to do for many business owners, but no matter how small your business is, there’s no need for you to be a one-person show — you need to let other people carry some of the load.

8) Establish routines and stick to them as much as possible.

While crises will arise, you’ll be much more productive if you can follow routines most of the time.

9) Get in the habit of setting time limits for tasks.

For instance, reading and answering email can consume your whole day if you let it. Instead, set a limit of one hour a day for this task and stick to it.

10) Be sure your systems are organized.

Are you wasting a lot of time looking for files on your computer? Take the time to organize a file management system. Is your filing system slowing you down? Redo it, so it’s organized to the point that you can quickly lay your hands on what you need.

11) Don’t waste time waiting.

From client meetings to dentist appointments, it’s impossible to avoid waiting for someone or something. But you don’t need to just sit there and twiddle your thumbs. Technology makes it easy to work wherever you are; your tablet or smartphone will help you stay connected. You can be reading a report, checking a spreadsheet, or planning your next marketing campaign.

Your Time Belongs to You

You can be in control and accomplish what you want to accomplish — once you’ve come to grips with the time management myth and taken control of your time.


SIMMS 2016 & Manufacturers Lots

SIMMS 2016 Inventory Management software permits a default setting for how your instance of the program will use manufacturer’s lots. From the Global Settings screen, users may select from three methods of lot selection: By Entry Order, By Expiration Date, or By Manual Selection.

If your system holds stock that has been in storage for a long period of time, then the By Entry Order method is for you. Thus if you get an order for 50 widgets from a customer, received fifty of them a month ago, and another fifty last week, SIMMS will select the widgets on the sales order/invoice that entered the system first — establishing a FIFO (first-in, first-out) system of selection.

If your system contains stock items with expiration dates, then the By Expiration Date method is for you. SIMMS will automatically choose the number of items you need from among those with the earliest expiration dates first.

The By Manual Selection method is available for users who want to manually select the items they need at the time, based upon no particular criteria.

Contact KCSI today to learn more about how SIMMS 2016 can help you automatically select items with manufacturer’s lots and expiration dates.

Credit Limits in SIMMS 2015

simms_creditlimitCredit Limits
In SIMMS 2015, you can easily apply a credit limit to a customer. If a customer’s invoice total is greater than their credit limit, the customer must pay the difference or you must override the credit limit for the transaction.

Enter a Customer’s Credit Limit
1. In the Customer Manager, click the Advanced tab.

2. Under Credit Limit, choose one of the following options:
a) Unlimited
b) Maximum

3. If you choose Maximum, in the adjacent box, type the maximum dollar amount of credit for the customer.

Override a Customer’s Credit Limit
You can override a customer’s credit limit for a transaction. To do this you must be assigned the job role of Sales Manager. Only sales managers can override a customer’s credit limit. Job roles are assigned in the User Manager.

You may need to enter your username and password to override a customer’s credit limit. This is only required if you are not the user logged into SIMMS.

Visit or email for more information.

Kitting (BOM) with SIMMS 2013 (part two)


Disassembling BOM (Kit) Items
If a BOM item unit is disassembled because it is overstocked or its parts are needed for a separate sale, the disassembly and disposition of its parts is recorded through the Kit Manager.

Customizable BOM (Kit) Schemata
Though many kit items may use standard components, SIMMS provides the flexibility to allow customization of a kit item in order to meet the special needs of a customer or a specific kit build during the kit building creation.

The Kitting Manager provides a very simple and straightforward way of assigning components to kit items. The system also provides full flexibility by allowing you to add non-stock items to a kit schema.

Phantom Kitting
Why would you use Phantom kitting? Here’s an example:

If you sell computer hardware, you may sell data collectors but can’t forget to sell a line cord, cradle, warranty package and memory. With Phantom Kitting, if you insert the data collector the rest of the items are automatically inserted as individual line items in the transaction as well so you can’t forget.

Phantom Kitting also allows the user to designate certain kits in the system as non-buildable kits. If a phantom kit is entered onto a transaction, then all of its kit components are entered automatically as separate line items using the items’ default prices/costs. If there is insufficient stock for a component, the Negative Stock Quantity is automatically utilized. Once the components are auto-inserted, the user is free to select individual line items to edit their details, including swapping their parts out (if required).

Integration of BOM with Lot Control and Serial Numbers
Production Lot control numbers can be assigned to groups of built kit item units. In addition, a specific kit number can be assigned to each unit. For example, all of the kits for the assembly of a computer workstation packaged on a particular day, by a particular person, or using particular parts, can be assigned a specific lot number.

Integration of Kitting with Serial Numbers is also important. You can pick what serialized components you are utilizing in your builds and assign serial numbers to your completed kit builds.

Labour Time Booking
There are two ways to book time against a kit. One way is by opening up the kit build sheet and clicking the Time Booked button. From here you can select the employee and log the date and amount of time spent along with a comment.

Book time as many times as you wish for the same employee or many employees related to the same kit (if need be). The cost of the kit build will increase based on the salary rate assigned to the employee(s), thus assuring your true cost of building the kit is recorded.

The second way of booking time is just by opening the Book Time form, selecting the kit build you are booking time against, select the employee, the time booked and the date, and enter a comment (if desired).

New Features in SIMMS’ Item Manager

SIMMS Inventory Management software has added some new features to its outstanding Item Manager solution.


SIMMS has added the ability to associate network paths, network files, and web addresses to items. Simply click a link, a path or a document, and the referenced item automatically opens. In addition, SIMMS’s Kit Schema window and transaction windows feature this same instant advantage as you monitor your sales and item management responsibilities.

An additional feature now in SIMMS is if you perform an enhanced search from the Item Manager window, and if the item you are searching for is a Miscellaneous Item, then when you retrieve the item, the “Type” field in the Item Manager automatically defaults to the correct type for the item retrieved (Miscellaneous Item). Also, if the item is a stock item, a stock item is automatically selected in the Item Manager.

For more information and tips on SIMMS’ newest features, visit or email

Enhancements to SIMMS Tool Crib


On the Tool Crib form we have add a dashboard so after you scan in the employee id, it populates showing what items the employee has checked out currently. When the employee has completed his check in or check out task the dashboard is blanked out until the next user scans or enters in his user id, at that time the dashboard refreshes showing the current user what he currently has checked out.


Additionally we have made it easier to see what items you have currently scanned or selected in the active Tool Crib transaction, with the ability to delete a line before you check in or out your selections.

For more information on SIMMS’ Tool Crib, visit or email