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Inventory Control Program
ICP
User's Guide
English Mountain Software, Inc.
1750 Kingdom Way
Newport, TN 37821
(423) 625-9866
THIS SOFTWARE AND DOCUMENTATION CONSTITUTE PROPRIETARY AND
CONFIDENTIAL INFORMATION OF ENGLISH MOUNTAIN SOFTWARE, INC. AND
AS SUCH IS PROTECTED BY INTERNATIONAL, FEDERAL, AND STATE LAW.
Copyright (C) 1996
English Mountain Software, Inc.
Newport, TN 37821
ALL RIGHTS RESERVED
LIMITED WARRANTY
This software, manuals, and reference materials in this package
are sold "as is" without warranty as to their performance. The
entire risk as to the results obtained and performance of the
program are assumed by the user. However, to the original
purchaser only, the publisher warrants the magnetic media on
which the program is recorded to be free from defect in material
and workmanship under normal use for a period of thirty (30) days
from the date of purchase (invoice date). If during this period,
the diskette should become defective, it may be returned to the
publisher for replacement free of charge. Proof of purchase may
be required.
Chapter 1
INTRODUCTION
ABOUT THE MANUAL
We have made every effort to assure that this manual is
complete in every detail. The features and functions of this
software are described in a manner that seems adequate in most
cases. However, we realize that our users have a wide range of
computer experience and that some of you may be unfamiliar with
this type of software or to computers in general. For this
reason, we have made our technical support department available
to you on an unlimited basis and free of cost. Please avail
yourself of this service if necessary. Refer to the appendix for
details.
The section numbers of the manual generally correspond to
the numeric menu options on the Command Bar. This method of
identifying the topics in the manual will enable you to easily
find the corresponding menu option and visa versa.
We suggest that you progress through the manual while at the
computer console so that you can see the screens as you read
about them. No manual could possibly provide enough illustrations
to substitute for this process.
Program elements such as menu options and field names are
capitalized. Field contents and other literal expressions are
enclosed in quotes.
BEFORE YOU BEGIN
1. Before proceeding, be sure you have read and consent to
the terms and conditions of the Software License Agreement.
2. Make backup copies of the distribution diskettes provided
with this package. Consult your DOS manual for specifics about
the diskcopy command.
3. Read the appendices!
INSTALLATION
Please follow these instructions to install ICP...
1. Type <source drive:>install and press Enter. For
example, if your distribution diskette is in drive A, type
"a:install" and press Enter. If you are upgrading from a
previous version of this software, the Install program will
detect and save your existing data, however, always backup before
you install!
2. Please verify that the files and buffers are properly set
in your config.sys file. The following lines should be present in
the config.sys file.
1. files = 51
2. buffers = 30
These are minimums. If the numbers are greater than those
recommended, the results will be the same. The files should be
set odd because of a bug in some versions of DOS causing too much
memory to be allocated for even numbered handle requests.
SETUP
Study chapter 2 of this manual carefully and then run the
Setup Program to configure your program. This is a critical
step... your program will not function correctly unless it is
configured to your hardware. Furthermore, certain system
function depend upon information you enter here.
STARTING ICP
Assuming that you are in the directory that contains the ICP
system, type "icp" and then press Enter to run the ICP program.
SCREENS
All screens in the ICP system consist of a Navigation Bar
and a Command Bar. The Navigation Bar (top bar) on each screen
will always indicate the function or menu choice currently
selected. The Command Bar (bottom bar) will always indicate the
possible choices or options available. The last option, in a list
of menu choices, will usually be RETURN (to the previous screen).
By repeatedly selecting this option, you will progress backward
in the screens until you finally return to the Main Menu. In
contrast, the CONTINUE option will cause you to advance to the
next screen.
The space between the Navigation Bar and the Command Bar is
known as the Information Window.
The choices available on the Command Bar are represented
with a numeric prefix. The ICP system is designed to use the
numeric key pad to select the option of your choice. Thus, the
system can be controlled with the fingers of one hand using the
numeric key pad (except, of course, for adding or editing data).
Once you get used to this method of navigating the system, you
will be able to move quickly and easily from one option to
another.
PRINTED FORMS
ICP generates a purchase order. This form can be generated
by the system or you can order a "Universal Form Template"
pre-printed with your company name, address, phone, and if you
wish, company logo. The UFT is available in multi part tractor
feed or single sheet (laser printer) format. If you plan to use
the UFT, you will need to order right away. You have been
supplied with information regarding the ordering process in the
forms inclusion in this package.
BACKUPS
This version of the ICP system will backup all files in your
ICP directory to the backup directory (\bak) on the hard drive.
If you desire to backup to floppy disks, exit the program and use
the DOS backup command to archive the ICP directory.
ERROR SYSTEM
If a system error is encountered, the Error Window will
appear. You will have the following options in this event:
1. QUIT: Return to the DOS operating system. This may be
your only option if a fatal error occurred. After returning to
DOS, the error program will display certain details concerning
the error. You should print this screen as a record of the error.
If you contact Technical Support concerning an error, we may ask
you to fax this screen so we can isolate the cause.
2. RETRY: This is the option to use if the cause of the
error can be corrected. For example, if you attempt to print when
the printer is off-line or turned off, you will generate an error
message. Correct the problem and RETRY.
LAN CONSIDERATIONS
If you have the multi-user version of ICP and intend to use
the software in a local area network (LAN) environment, you
should verify that the DOS Share program is passed the following
parameters: "Share /F:2048 L:50". Please refer to your DOS manual
for details.
Chapter 2
SETUP
INTRODUCTION
Setup is a separate program that enables you to configure
your ICP System. It has been installed (or copied) along with all
other program files in the directory you have selected for ICP.
Setup is started by typing "setup" at the DOS prompt and then
pressing Enter.
The Setup Menu has several functions represented on the
Command Bar.
1. IDENTIFICATION: Establish system identification options.
2. HARDWARE: Establish hardware options.
3. SOFTWARE: Establish software options.
4. INITIALIZE: Deletes all data files and initialize with
starting values.
WARNING: Read this chapter carefully then run the Setup
Program. Do not INITIALIZE the system until you are certain you
will no longer require the sample data base provided for
instructional purposes.
All values set in the Setup Program will remain in effect
until you run Setup again and specifically change them.
1.0 IDENTIFICATION
This option allows you to enter system identification and
form comment values.
1.1 SYSTEM IDENTIFICATION
The top line of the Identification screen is the HEADER
TITLE. This title will appear on the Navigation Bar of the ICP
Main Menu to personalize your program
Following the HEADER TITLE is your business name and
address. This information will print at the top of certain
reports and forms.
The first address group is your shipping address. The second
address group is your billing/mailing address.
1.2 FORM COMMENTS
The following screen will provide you with up to eight lines
for comments which will be printed at the foot (lower left
corner) of the purchase order.
2.0 HARDWARE
This function allows you to set certain hardware format
para-meters as follows:
2.1 FORMS
If you plan to use the pre-printed forms, refer to the
information provided with your package for information relating
to ordering these forms. For now, set this option to SYSTEM
GENERATED and then reset the option when your PRE-PRINTED forms
arrive.
2.2 PRINTER
This option allows you to specify the printer port for
printed output. After you specify the port, you must specify the
control codes for oppressed and standard print. These are the
only control codes required by the ICP software. They are know as
"Escape" (Esc) codes and they vary from printer to printer. You
find them listed in the documentation for the printer you are
using. The codes provided as defaults in the Setup program are
"generic" and will work with most dot matrix printers. These
codes will not work for laser or ink jet printers.
2.3 DISPLAY
In most cases, the COLOR display option will provide
satisfactory results regardless of the monitor/graphics card
combination you are using. However, if you are not satisfied with
the results, try the MONOCHROME setting. This may be necessary
with some VGA paper white monitors or laptop computers.
2.4 SCANNER
If you are using a remote scanner to upload data to the ICP
program, specify the com (serial) port to which the scanner will
be connected. If you are not using a scanner, or if your scanner
is operating through the keyboard, select NONE.
3.0 SOFTWARE
This Program function is used to set various software
options. These values are discussed in detail below.
3.1 SECURITY
There are two levels of security in the ICP system. The
read code will enable access to the read only functions of the
system (no data can be added, edited, or deleted). The write
code grants access to all system functions (data can be added,
edited, and deleted). If you do not enter a code for either
level, the security system will be disabled. This is the default
setting . You can change the codes to any alpha-numeric sequence
of up to seven characters. The present value of the code will be
displayed and you will be asked to enter the new code. If you
simply press the Enter key, the present value will be retained.
If you have entered a code for either read or write in the
Setup Program, you will be prompted to enter one of these codes
when you start the ICP program. If you logon with a read code,
the system will permit access to the read only functions of the
program. If you logon with the write code, the system will permit
access to all functions. You can access the security system at
any point in the program by pressing the F6 key. Here, you may
change from read to write privileges and visa versa. If you
forget the code values you have entered, run Setup again and you
will see their present values.
3.2 COSTING
This option determines the method that will be used to
re-cost inventory when inventory is ordered and received at a new
cost..
3.2.1 LIFO (Last-in-first-out)
When this costing method is selected, the last items
received at the newest pricing are sold first (in inverse order
of date received).
3.2.2 FIFO (First-in-First-out)
When this costing method is selected, the first items
received at the oldest pricing are sold first (in order of date
received).
3.2.3 WEIGHTED AVERAGE
This method computes the weighted average of the original
cost and the new cost. The cost will be replaced with this
average.
3.2.4 REPLACE
This option will simply cause the old cost to be replaced by
the new cost.
3.2.5 NONE
This option will disable costing.
3.3 SHOW COST
If you select the HIDE option, the cost will not be
visible in the inventory records. Pressing F5 when viewing an
inventory record will reveal the cost for that record.
Alternately, if you select the SHOW option, the cost will be
visible and pressing F5 will cause the cost to disappear for the
displayed record.
4.0 INITIALIZE
The initialize function will result in all data bases being
deleted (cleared) and reset with starting values. Do not
initialize the system until you are sure you will have no further
need of the sample data bases supplied with the system.
Chapter 3
INVENTORY CONTROL PROGRAM
INTRODUCTION
The Inventory Control Program (ICP) is accessed from the
PICS Main Menu by selecting option #2 (ICP)
The ICP Menu presents the following options:
1. SOR (Sell, Order, Receive inventory)
2. ADD (Add records)
3. EDT (Edit records)
4. FND (Find records)
5. BRO (Browse records)
6. FTR (Filter data base)
7. DSC (Inventory Discount Schedule)
8. UTL (Utilities)
9. RPT (Report generator)
NOTE: We recommended that you begin by studying sections 2
through 9 and then return to section 1 for a discussion of
the SOR function.
We also recommend that you print an Inventory Summary
Report by selecting option #9 (RPT), then select the I_SUMMAR
(summary) report and print a full (i.e. unfiltered) report of
the demo inventory data base. This report will be useful in the
sections that follow.
SPECIAL KEYS
In addition to the numeric keys, certain other keys are
important:
PgUp and ArrowUp keys will move to the previous record.
PgDn and ArrowDn keys will move to the next record.
Ctrl+PgUp will move to the beginning (first record) of the
file. If the record pointer is at the beginning of the file,
<bof> will flash on the status line in the lower left corner of
the screen.
Ctrl+PgDn will move to the end (last record) of the file. If
the record pointer is at the end of the file, <eof> will flash
on the status line in the lower left corner of the screen.
The Del key toggles between deleting and undeleting a
record. If a record is deleted, <deleted> will flash on the
Status Line in the lower right corner of the screen. However,
once you move to another record, the deleted record will no
longer be visible and will, in fact, be ignored by the system.
Notice that records marked for deletion in this manner must be
Packed in order to permanently remove them from the data base and
may be recalled unless they have been packed. Refer to Section
8.1 for details.
Alt+M will display the available (free) memory.
Alt+A will display information "about" the current software.
The F2 key will display available serial numbers for the
displayed item. If the SERIAL number field is vacant (indication
that the displayed item is a non-serialized item), this function
is disabled. To select a serial number from the list, highlight
the desired serial number and press Esc.
The F3 key will allow you to access the item history for the
displayed item. If you are using the ICP as a stand-alone
program, this will be the Transaction History. If you are using
the ICP as part of the PICS system, this will be the Sales
History .
The F4 key will allow you to view the vendor record
associated with the displayed inventory record. The vendor record
contains the vendor name, address, phone number, fax number
and contact person. If there is no vendor record for the
displayed inventory item, you will see a blank record displayed
in the Vendor Window. You may add the vendor information by first
pressing Enter to retrieve the cursor. Type the vendor name and
press Enter again. The cursor will disappear and you will be
able to use the ArrowLt key to move to the next field. Press
Enter again and repeat the process for each field of
information. After Entering data in the last field, press
Enter to remove the cursor and then press Esc to exit the
window. If you desire to delete a vendor, locate any item with
the desired vendor using the FND function then open the vendor
file by pressing F4 and highlight the VENDOR field. Use the
delete key to remove the VENDOR name and press Enter once again
to remove the cursor. Press Esc to exit the window and the vendor
will be deleted.
Remember, to make changes in the fields of the vendor file
you must have a cursor present. To move from field to field, the
cursor must be absent. If the VENDOR name is missing, the
record will be deleted when you exit the window. In order to
print the vendor information on the purchase order, you must have
the information recorded here.
The F5 key will cause the COST field to appear if it is
currently hidden. Conversely, if it is visible, this key will
hide the COST.
The F6 key activates system security. This topic was
discussed in the previous chapter in Section 3.3.
The F7 key activates the memo processor. This function
allows you to enter a note for each item. The Memo Window is
actually a mini word processor which facilitates word wrap and
scrolling. To save a note, press the Ctrl+w keys together. To
abort an edit, press the Esc key. If the displayed record has an
associated memo, the MEMO flag will appear on the status line. To
delete a memo, use the Ctrl+y key to delete each line of the
memo, then press Ctrl+w to save the deleted memo.
The F8 key allows you to select a specific location code for
inventory. This topic will be discussed in detail in Section 2.0
of this chapter.
The F9 key prints a bin/price label for the displayed
record..
The F10 key will cause a vendor mailing label to be printed
for the displayed record.
STATUS LINE
The status line (bottom row on the screen) has several
indicators which provide useful information about the operation
of the ICP.
The fraction in the left most position on the status line
represents the record number of the displayed record (numerator)
and the total record count for the data base (denominator). The
record number is the order in which the displayed record was
added to the data base and will not appear in sequence due to
indexing (ordering according to item number, serial, description,
manufacturer, vendor, alternate or cross reference).
The active index (record sequence indicator) is displayed
next. This indicator refers to the active index mentioned in the
previous paragraph. Refer to the discussion of the find (FND)
function for more details.
The filter status is displayed next. You will see this
indicator only if a filter is active. Refer to the discussion of
the filter (FTR) function
The location flag appears just to the right of the filter
status and is visible only if a specific location has been
selected.
The deletion status indicator is next. The indicator will be
visible only if the displayed record is marked for deletion.
Finally, the MMO indicator will flash in the right most
position on the status line only if a memo exists for the
displayed item.
DEMO DATA BASE
ICP is shipped with a fifty record sample inventory data
base. You will refer to this information while learning to use
the system. When you are certain that you no longer need these
records, use the INITIALIZE option in the Setup Program to
delete these records.
Although the demo data base consists of small engine parts,
the data base structure is generic enough to accommodate almost
any inventory.
WARNING: Do not enter extensive inventory records in the
demo (shareware) version of the ICP. The registered version may
or may not be compatible with this version!!!
DEFINITIONS
1. DATA BASE: A data base is an organized collection of data
and is composed of repeating units of information in some
sorted order or sequence. An example would be a telephone
directory.
2. RECORD: A record is one of the repeating units of
information mentioned above. In the example of the phone book,
these units are composed of the last name, first name, address,
and phone number.
3. FIELD: The last name, first name, address, and phone
number which make up the records in the phone book data
base are fields of data and are common to all the records in
the data base.
4. DATA STRING: The data contained in the fields of a record
is known as a data string. For example, "Smith" would be a data
string in the last name field.
WARNING: Make a habit of watching the screen. Menu
driven programs such as this one require that you watch the
screen carefully until you become familiar with the operation
of the system and the flow of the program. You will save
yourself much confusion and grief if you heed this suggestion!
READ THE SCREEN.
1.0 SOR
This is the SELL/ORDER/RECEIVE module of the ICP. It is
designed primarily to enable you to order and receive inventory.
Entering the inventory data base into the computer can be a
time consuming and tedious process. To further complicate the
situation, inventory sold must be subtracted from the inventory
balance and inventory received must be added. We have included
the SELL function so that the integrity of the data base can
be maintained during the period of time required to key-in
the inventory data base. This function is a convenient way to
move inventory out of the data base.
1.1 SELL
Select the SELL option from the SOR Menu. The item currently
displayed will be the item to be sold. If you desire to sell a
different item, use the find (FND) or browse (BRO) option to
display the item then select SELL. You will be prompted to enter
the quantity to sell, the date, and a reference number. The
reference number is usually a customer purchase order, Etc. The
number sold will be subtracted from the count for this item. If
the new count is less that the minimum (MIN) set for the item,
and if the maximum (MAX) is greater than zero, the item will be
flagged for reorder and added to the Order Report. If, however,
the maximum is zero, the item will be deleted. This feature
enables inventory items that are not to be reordered to be
deleted from the data base when the count reaches zero. In either
case, the number sold will also be added to the total sold
(TL_SOLD) field for this item and the Transaction History
Report (I_TRANHX) will be updated.
WARNING: It is possible to sell more than the quantity
actually available (on hand) resulting in negative counts.
1.2 ORDER
Inventory orders are based upon the Order Report. This
report lists all items where the count is less than the minimum
(MIN) you have set for the item. Refer to Section 2.0 for a
discussion of the relationship between the COUNT, MINimum, and
MAXimum fields.
Orders will be recorded in the Transaction history Report
(I-TRANHX)
1.2.1 ORDER INVENTORY
Inventory can be ordered either automatically (from the
order report) or manually (item by item).
1.2.1.1 AUTO ORDER
The AUTO ORDER option will order (i.e. add to Order
Report) all inventory items where the count is less than the
minimum (MIN) set for the item. The quantity ordered will be the
quantity necessary to bring the count to the maximum (MAX). If a
previous order exists, the quantity already on order will be
subtracted from the current order quantity to avoid stacking
orders. The filter function can be used to restrict the auto
order to a single vendor.
1.2.1.2 MANUAL ORDER
The MANUAL ORDER option will allow you to order by the item.
You will be able to order any item in any quantity regardless of
the count, minimum, or maximum. You can add to an existing
purchase order or order under a new PO.
Negative numbers can be used as order quantities to reduce
or cancel an ordered item. In other words, you can use the manual
order option to edit existing orders.
The manual order option will also enable you to enter a new
cost for the item ordered. If the cost has changed since the last
order, this is the option to use. If this new cost differs from
the cost displayed for the item, the item will be recosted
according to the costing method selected in the Setup Program
when it is received .
1.2.2 PRINT REPORTS
Two order reports are available. The Purchase Order Report
(I_PUROR1) and the Inventory Order Report (I_ORDER). Both
reports are available for the full data base, or for a filtered
segment. The Purchase Order is also printed from this menu.
1.2.2.1 PURCHASE ORDER
First, you will be prompted to enter the purchase order
number. (Examine the Purchase Order Report to determine which
purchase order you wish to print). After entering the PO number,
you will be prompted for the PRIMARY VENDOR. This will determine
the items to be included on the PO... any items appearing for
this vendor on the Purchase Order Report will also be included on
the PO. If you desire to include others, use the manual order
option to first add them to the report. If you desire to exclude
items that are on the report from the PO, edit the report using
the manual order option and negative order quantities.
If you are ordering from a vendor other than the indicated
(primary) vendor, enter a SUBSTITUTE VENDOR. This may be any
vendor for which an entry exists in the vendor data base (see
Section 7.0). Remember, the PRIMARY VENDOR determines the items
that will appear on the purchase order. These will be the items
on order for the vendor on the Purchase Order Report. The
SUBSTITUTE VENDOR will determine the vendor name and address that
will be printed on the actual Purchase order.
Next, supply the DUE DATE, SHIP VIA, FOB, and CREDIT TERMS.
1.2.2.2 PURCHASE ORDER REPORT
All inventory orders in the ICP require a purchase order.
Purchase orders are used to group orders. The Purchase Order
Report lists active PO's and the inventory on order under that
PO.
1.2.2.3 INVENTORY ORDER REPORT
The Inventory Order Report lists all items where the count
is less than the minimum set for the item. Compare the Inventory
Order Report and the Purchase Order Report to better understand
the relationship between these reports.
1.2.3 INITIALIZE REPORTS
This option will allow you to reset the order reports. The
Purchase Order Report and the Inventory Order Report are closely
related and adjustments to one report must also be applied to the
other. This happens automatically when the initialize option is
used.
1.2.3.1 PURCHASE ORDER/INVENTORY ORDER
If no filter is set, this function will initialize both
the Inventory Order Report and Purchase Order Report. The
Inventory Order Report will be cleared and reset to include all
current items where the count is less than the minimum. The
Purchase Order Report will be deleted and can be regenerated by
the auto order or manual order process. The filter function can
be used to initialize a single PO or single item number from both
reports.
1.2.3.2 PURCHASE ORDER YTD
This function will reset the purchase order year-to-date
report.
1.3 RECEIVE
Just as ordering inventory is based upon the Inventory Order
Report, so receiving inventory is based upon the Purchase Order
Report. Inventory is received in much the same way as it is
ordered, either automatically or manually.
Inventory is always received into the Purchase Order under
which it was ordered.
All PO's received are recorded in the Transaction History
Report (I_TRANHX).
1.3.1 AUTO RECEIVE
Enter the Purchase Order number and the rest is
automatic! The quantity on order will be added to the count, the
order cleared and the total received (TOTAL_RECD) field
incremented for each item on order under that PO. This is the
option to use if all items on order under the PO are received in
the quantities ordered (no backorders).
If the cost for the item on the PO Report is different from
the cost in the inventory data base, the item will be recosted
according to the costing method selected in the Setup Program.
The filter function can be used to auto receive a single PO
or single vendor.
1.3.2 MANUAL RECEIVE
This option will allow you to enter backorders. First enter
the PO to receive (examine the PO Report). If this PO is located,
you will be prompted to enter the item number to receive. In this
way, you can receive only specific item numbers in a given PO. If
you press Enter without entering an item number, you will
progress through the PO item by item from first item to the last.
For each item in the PO, you will be prompted to enter the
quantity received and the quantity backordered. If the cost on
the PO Report is different from the cost in the inventory data
base, you will be prompted to verify the new cost. The item will
the be recosted according to the method selected in the Setup
Program.
1.4 TRANSFER
This function is available to transfer inventory from one
location to another. You will be prompted to enter the quantity
to transfer and the LOCation to transfer to. If the item number
and location (destination) are not located and verified, the
transfer will, of course, fail.
All inventory transfers are recorded in the Transaction
History Report (I_TRANHX).
1.5 HISTORY
This function will allow you to edit or print the
Transaction History.
2.0 ADD
The methodology used to number and describe your inventory
items is left entirely up to you. Nevertheless, there are a few
things to keep in mind.
All entries are converted to upper case in order to
standardize searches. You will not be able to use upper and lower
case combinations in the ICP.
The item number, serial number, description,
manufacturer , vendor, alternate vendor (ALTERNATE), and cross
reference (XREF) are searchable fields. This means that records
can be located and displayed by searching for information
contained in these fields. Blank spaces preceding the character
strings in these fields will affect the results of a search...
a string with a blank space preceding it is not the same as the
string without the leading blank space.
In order to make the entry of data more efficient and rapid,
the ICP is designed to use an existing record as a template for
adding new records. New records are added over the top of
existing records (which serve as templates). If you desire to
retain the information in a given field, simply press Enter and
go on to the next field. If you press any key other than Enter,
the data in the field will disappear and you will be able to
enter new data. The template record will remain unchanged and the
new record will be added to the data base. If you are entering a
succession of records where subsequent records have certain
fields in common with previous records (for example, the same
vendor and manufacturer), this process can save you much time
and reduces the chance of error.
You may locate the desired template using the find (FND) or
browse (BRO) options and then enter the new record over the top
of the template displayed.
In order to avoid unintentional duplicates, you will be
warned if the item number you are entering already exists.
1. ITEM (number): Item numbers can be any alpha-numeric
string of up to 15 characters and should be unique unless the
item is serialized.
2. SERIAL (number): Serialized inventory is simply
inventory (items) that have the same item number but different
serial numbers. Use the original record as a pattern template to
create additional records which differ only in the serial number.
You may then locate a serialized item using the find (FND)
function then browse (BRO) to locate the desired serial number in
the range of identical item numbers.
3. DESCription: Descriptions should be consistent among like
items. Alpha-numeric strings of up to 25 characters are
permitted.
4. MFGR: is the manufacturer for the item.
5. MODEL: if applicable.
6. LOCation: This is the location code of the item. This
information is useful because it enables the FND function to be
used as an inventory locator. It is also beneficial when
recounting inventory because it forms the basis of the Abstract
Report.
The location code consists of two numbers followed by six
characters. The numbers (1-99) represent the store (or warehouse)
location and the six characters that follow represent the
location (bin or aisle) in the store. If you are using only one
location, all location codes should begin with "01". Single
locations can be isolated by using the filter function or the F8
Location function. Once a location has been specified, you must
enter the location code "00" to recall the other locations.
7. STD PACK: This is the number of items contained in
the package identified by the item number.
8. COUNT: The current inventory level.
9. COST: This is the current cost of the item (what you
paid).
10. RETAIL: The retail (selling) price.
11. WHOLESALE: The wholesale (dealer) price.
12. MAXimum: The maximum inventory level is the amount that
the system will order to when the count is below the minimum.
WARNING:If the maximum is set at 0, the item will be deleted when
the count reaches zero rather than being added to the Order
Report!
13. MINimum: The minimum (MIN) and maximum (MAX) inventory
levels should be considered carefully. The minimum is the order
point for the item and the maximum is useful in determining the
quantity to order. If there is a price break for certain minimum
quantity order, the minimum should be set to reflect this
quantity (maximum-price break quantity=minimum). For example, if
you receive a price break at one dozen of a certain item, and you
wish to maintain a count of 120 items, set the minimum at
120-12=108. This will technique will cause the auto order
function to order in price break quantities.
14. TAX: The taxable field is used to indicate non-taxable
items (such as labor). In the Transaction Management Program,
both the inventory TAX field and the customer TAXABLE fields must
be set to "Y" in order for tax to be charged by default for any
item.
15. VENDOR: The source for this item. The address, etc.
for the vendor is entered using the F4 function key. Although
several records may have same vendor, it is necessary to enter
this information only once for each vendor.
It is important to keep the vendor information current
because it is required for the purchase order.
16. ALTERNATE: The alternate vendor and is for reference
only.
17. DEPARTMENT: Departments are used to group inventory.
This version of the PICS system will accumulate totals for 14
departments (1-14). Key the inventory item to one of the 14
departments if you wish to track department totals.
18. XREF: The Cross Reference is the vendor item number and
prints on the purchase order in addition to the item number.
19. SUPR: If the item number has been superseded by another
item number, enter the superseding number here. If a superseding
number is present in this field, the system will automatically
substitute the superseding number for any transactions involving
the original number. For example, if you attempt to find (FND) an
item number that has been superseded, the system will locate and
display the superseding item number as if it had been the target
of the original search.
20. COMPOSITE: Composite inventory items are made up of
other inventory items. If you enter a "Y" in this field, the item
may be linked to other items. See below for details.
21.RECEIVED: The date received provides the basis of the
FIFO and FIFO costing capability of the system. The system date
is entered into this field when a record is added or received
into inventory.
Always press Enter after completing the entry for any
field. If you fail to do this (i.e. if you use the cursor keys to
move to the next field), the data you entered will be lost. The
cursor keys may be used to move to the next field (ArrowDn ) or
to a previous field (ArrowUp ) but if changes are made, you
must press Enter before leaving the field.
The bottom two rows of fields are calculated fields and as
such are maintained automatically by the program.
The first of these two rows contains the TL SOLD, TL
RE-CEIVED, and TL RETURNED fields. These fields together
comprise
the item history for this item. The TL SOLD field is incremented
automatically every time one of these items is sold. The TL
RECEIVED field is a record of the number of these items received
into inventory. The TL RETURNED field is incremented each time
one of these items is returned by way of a merchandise return
transaction in the STM. The Item History can be reset in the ICP
initialize (INI) function .
The bottom row of fields includes QTY ORDERED, QTY RECEIVED,
and QTY BACKORD. This comprises the order status of the item.
The QTY ORDERED is automatically incremented whenever the item
is ordered in the SOR module. QTY RECEIVED is incremented when
the item is received. If the quantity received is equal to the
quantity ordered, the order status will be cleared and these
three fields will be set to zero (0). The order status can be
reset in the SOR function by initializing the Order Report .
After the record has been completed for this item, you will
be able to enter a memo for the item. Memos may be added at any
time hereafter by pressing the F7 key. Remember to press Ctrl+w
to save the memo or Esc to abort.
If you entered a "Y" in the composite field for this item,
you will now be able to add or edit composite members. In the
pop-up window, add the item number and quantity you wish to link.
You may add as many composite members as you wish and when the
item number (composite) is sold, the composite members will also
be sold in the quantities entered here. This is useful for kit
items which are composed of other items.
3.0 EDT
The edit function (EDT) is used to change information in the
record. After the field is changed, press Enter to assure
that the changes are permanent. When you have finished editing
the record, press Esc if you wish to pass over any remaining
fields.
Notice that you cannot edit the item number field. This is
so that duplicate item numbers will not be inadvertently created.
The Edit mode also provides opportunity to edit the memo for
this item (if any) and the list of composite members if the item
is a composite.
4.0 FND
Locating a certain record can be accomplished most quickly
with the find (FND) function. You will be able to locate records
by the item number, serial number, description, manufacturer,
vendor, alternate vendor, or cross reference.
The system will find the best match for the target data
entered. For example, if you are attempting to find all records
with "CARBURETOR" as the description, and you enter "CARB", the
system will find the first record in the data base that matches
this target. This may be "CARB", "CARBURETOR", "CARB KIT", or
"CARBURETOR GASKET", etc. The more specific the target, the more
precise the results and the more general the target, the more
general the results.
Notice that the field you search on (item, serial,
description, manufacturer, vendor, alternate, or xref will
determine the order of the records in the data base. For
example, if you search on vendor, the records will be sequenced
in order of the vendor name (alphabetic). If you search for a
specific vendor and then browse (BRO) the data base, you will
see that the records are in order by vendor. The order of the
records will be indicated in the lower left corner of the
screen by a single word (ITEM, SERL, DESC, MFGR, VEND, ALTR,
XREF) representing the index in use. This index will remain in
use until changed. If, for example, you wish to return to a
record sequence based upon the item number, search (FND) on ITEM
and simply press Enter when prompted for an item number to
find. It is not necessary to enter target data when setting the
index (record sequence).
5.0 BRO
The browse function enables you to view a range of records.
You may browse the entire data base or a restricted segment of
the data.
Browsing a certain range of records can be facilitated in
one of two ways. You can set the filter to include only those
records you wish to view or you can locate the first record in
the data base containing the desired information (using the FND
function) and then browse the range of records matching this
criteria. The difference between these two methods is the fact
that the filtered data base will give you an end-of-file (<eof>)
signal at the end of the range and you will not be able to browse
beyond this point. Alternately, if you used the FND function to
locate the first record in the data base containing the desired
data, you would be able to browse through the information you
desire to view and continue on to the actual end of the file.
Furthermore, a filter can be set for any field or combination of
fields, whereas the FND function only operates on the
"searchable" fields.
Notice that when you press Enter while in the Browse
Window, the highlighted record will be displayed in full screen
mode. Alternately, when you select Browse, the displayed record
becomes the starting point for the Browse.
6.0 FTR
The filter function is one of the most powerful and useful
functions of the system. With this feature you will be able to
cause the data base to act as if it contains only those records
which match the filter criterion established. You can set a
simple filter isolating a single field or a complex filter
including, excluding and relating fields by using
the and/or logical operators.
Once a filter is established, it will remain in effect
until you cancel or modify it. You will see the FILTERED flag
on the status line if a filter is in effect.
Filters can be used to limit most ICP functions including
viewing, browsing, ordering and receiving inventory, and report
generation.
The Filter function is case sensitive and you must pay
attention to case in the target value.
As an example of the use of filters, suppose we desire to
isolate all records in the inventory data base where the vendor
is "NORVA" and the manufacturer is "TEC". Select the filter
option from the Main Menu (option #6). Next, highlight the CREATE
NEW FILTER option. You will be presented with a field list from
which to select the fields you wish to filter. In this example,
highlight the VENDOR field and press Enter. Next, highlight the
EQUALS option. Enter the vendor name "NORVA" as the target value.
Notice that the vendor name must be entered in caps if the vendor
names are in caps in the data base because the filter function is
case sensitive. Highlight the AND option next and repeat the
process for the MFGR = "TEC". Finally, select the DONE option and
the filter will be set. At this point, the data base will act as
if it contained only records where the vendor is "NORVA" and the
manufacturer is "TEC".
7.0 DSC
This window will enable you to enter the Inventory Discount
Schedule for the displayed record. The start date and the end
date determine the date range for the specified discounts to be
in effect. This feature allows you to set an item on sale for a
special sale (seasonal or promotional). If you want the applied
discounts to always be in effect, enter "01/01/99" for the end
date.
The QTY1/DISC1 combination determines the first quantity
discount level. If the quantity sold is from 0 to QTY1, DISC1
will be applied. If the quantity sold is from QTY1+1 to QTY2,
DISC2 will apply, etc. If the quantity sold is from QTY2+1 to
QTY3, DISC3 will apply. If the quantity sold is greater than
QTY3, DISC4 will apply.
8.0 UTL
The utility function includes Pack, Backup, Index,
Reprice, Initialize, Deletion utilities and Import/Export
utilities.
8.1 PAK
Packing the data base permanently removes the deleted
records from the data base. Therefore, before packing it is
desirable to print a Deletion Report in order to verify the
records to be removed. It is also a good idea to keep the
Deletion Reports as a permanent hard copy record of all
deletions.
Prior to the actual packing of the data base, deleted
records can be recalled. In addition to the toggle feature in
the Del key, you may specify a range to recall and undelete a
large number of records all at once.
8.2 BKU
The backup utility is provided here, in the Utility function
of the CCP and at the logoff screen of the Main Menu. This
function will copy all data files into the backup directory
(\bak).
8.3 IDX
This is a general housekeeping utility that is provided as a
means of repairing damaged or corrupted index files. If you are
unable to locate a record that you have good reason to believe is
in the data base... reindex! It is good data base management
practice to reindex the data base periodically in any case.
8.4 REP
Repricing inventory is accomplished by entering a formula
which will be used to replace the specified price level. For
example, if you wish to replace the LIST field with cost+35%,
enter the formula as cost*1.35 (the asterisk is the
multiplication symbol). You will be prompted for the price
level to replace with the formula and, in this case, specify
the LIST field. The result will be that the contents of the
LIST field will be replaced with the contents of the cost
field + 35% (of the cost).
Only the COST,RETAIL, and WHOLESALE fields and mathematical
expressions acting on these fields are permitted in the formula.
8.5 INI
This function will reset the Sales History, The Transaction
History, or both.
8.6 DEL
The (global) deletion utility is provided so that a range of
records can be deleted at one time. An entire vendor or
manufacturer can be deleted at one time by setting the
appropriate filter.
8.7 IMP
The Import/Export functions are available so that data can
be exported to and from external data files as explained in
detail below.
8.7.1 IMPORT
The IMPORT function will cause the data in the transfer data
base (tinven.dbf and tinven.dbt) to be appended to the inventory
data base (inven.dbf and inven.dbt). The data in the transfer
data base might be data imported from an external ASCII file via
the DBU program (refer to Chapter 9) or it may be data previously
exported by the ICP program.
The IMPORT function checks for existing item number matches
in the inventory data base as data is being imported. If a match
is found, the COST field only is updated. If no match is found,
the record is added to the inventory data base.
8.7.2 EXPORT
These are the inventory import and export functions as
described below.
8.7.2.1 BARCODE FILE
This function will cause the ITEM NUMBER, DESCRIPTion, and
MINimum to be exported to a comma delimited ASCII file for use by
the optional bar code printing software.
8.7.2.2 INVENTORY FILE
This function will cause the inventory data base (inven.dbf
and inven.dbt) to be exported (copied) to another file
(tinven.dbf and tinven.dbt) on the disk drive of choice.
8.7.2.3 LOCATIONS
This option will cause the inventory records with the
specified location codes to be exported.
8.7.3 UPLOAD
This option is available as part of the optional bar code
module so that input from remote scanners can be uploaded through
the serial port to update inventory balances (count).
8.8 FIL
The File Manager is a very handy (and powerful) utility that
will enable you to manage the files on your hard drive including
the PICS system files.
File manager displays a list of files in a scrolling pick
list. Navigating through the list of files is accomplished by the
ArrowUp and ArrowDn keys. The ArrowLt and ArrowRt keys are used
to move through the menu options at the top of the window.
Pressing Enter will activate the highlighted menu option for the
file that is currently highlighted. The copy and delete options
can also be performed on tagged files. Tagging a file is
accomplished by pressing the Space Bar while the file is
highlighted. A "tag all" option, F5, can be used to tag all
files. F6 will "untag" the files.
8.8.1 LOOK
Views the currently selected file.
8.8.2 COPY
Copies the selected file to another location either on
another drive or in another directory. When you desire to archive
the monthly directories or the \bak (backup) directory to floppy
disks for permanent storage, this is the utility to use.
8.8.3 RENAME
Renames the selected file.
8.8.4 DELETE
Deletes the selected file.
8.8.5 PRINT
Prints the selected ASCII file.
8.8.6 OPEN
Not in use here.
9.0 RPT
This option prints reports and labels.
9.1 REPORTS
A descriptive list of all reports in the system can be
obtained by printing the I_REPORT report.
To print a report, select the RPT option (#9) from the Main
Menu. You will see a list of reports in the window. Highlight the
desired report and press Enter.
Next, you will be given the opportunity to enter a filter,
to proceed, or to abort the printing process and return to the
Main Menu.
Following the filter option, you will be asked to enter a
KEY EXPRESSION for the report. This is the index key and will
determine the sequencing of the records in the report. The
default for most ICP reports is "vendor+item". This means that
the reports will appear in vendor order with item numbers in
order within each vendor. You may index the reports on any field
or combination of fields. For example, the Abstract Report is in
order of location+item because this report is used for taking
inventory and it is desirable for the records to be in order of
location for this purpose. Refer to Chapter 8 for details.
9.1.1 I_ABSTRA
The Inventory Abstract is provided to assist the re-counting
of inventory. The report is arranged in order of item location
code and then by item number. It will be of great help when
taking inventory.
9.1.2 I_BACKOR
The Back Order Report is a listing of all items which have
been back ordered from the vendor.
9.1.3 I_COMPOS
This report lists all composites and associated composite
members.
9.1.4 I_DELETI
The inventory Deletion Report is a list of all inventory
items which have been marked for deletion.
9.1.5 I_DISCNT
This report details the Inventory Discount Schedule.
9.1.6 I_INVORD
The Inventory Order Report is a listing of all items where
the count is less than the min (i.e. ord_status = "y").
9.1.7 I_PRICEB
This price list includes both the retail and wholesale
prices.
9.1.8 I_PRICER
This price list includes only the retail price.
9.1.9 I_PRICEW
This price list includes only the wholesale price.
9.1.10 I_PUROR1
This is the Purchase Order Report.
9.1.11 I_PUROR2
This is the Purchase Order Summary Report.
9.1.12 I_PURYTD
This is the Purchase Order Year-To-Date Report.
9.1.13 I_REPORT
This is a listing of all ICP reports and their definitions.
9.1.14 I_REPRI1
This is the Pre-repricing Report.
9.1.15 I_REPRI2
This is the Post-Repricing Report.
9.1.16 I_SKVAL1
This is the Stock Value Report.
9.1.17 I_SKVAL2
This is the Stock Value Summary Report.
9.1.18 I_SUMMAR
This is the Inventory Summary Report.
9.1.19 I_TRANHX
This is the Transaction History Report.
9.1.20 I_VENLST
This is the vendor mailing list.
9.2 LABELS
The bin label and vendor mailing label are included with the
system as examples. You may make others with the RL program.
If you set a filter to cause a label to be printed for a
single item number, you will be prompted to enter the number of
labels to print. Multiple labels can be printed for a single
item number only.
9.2.1 I_BINLBL
This is a bin/price label. This label is also available by
pressing the F6 key.
9.2.2 I_VENLBL
This is a vendor mailing label. It is also available by
pressing the ) key.
9.2.3 I_INVCRD
This option prints an inventory card (3x5 card).
APPENDIX A
TECHNICAL SUPPORT
You must register your program with EMS to be eligible for
technical support! If you purchased your program directly from
English Mountain Software you are automatically registered. If
you purchased it from any other source, you must send us the
compleated registration/invoice form provided with the package in
order to become registered. There are two levels of support
available. Standard Support and Extended (BBS) Support. They
are discussed below.
STANDARD PRODUCT SUPPORT
Standard Product Support is unlimited and free of charge to the
registered user. You may contact our support department with
questions regarding the operation of the program or with any
other difficulty you may encounter with its use. Support is
available through any of the four channels listed below.
1. Telephone: (423) 625-9866
Telephone support is available from 9:00 am to 4:30 pm (est). It
is unlikely that we will return calls for tech support, however,
we are normally available during the hours listed above and you
should have no difficulty reaching us.
2. Mail:
English Mountain Software, Inc.
1750 Kingdom Way
Newport, TN 37821
3. Compuserve electronic mail:
PPN # 73530,3234
4. Internet: http://ourworld.compuserve.com/homepages/spirit7
5. Fax
(423) 625-9866
EXTENDED PRODUCT SUPPORT
Extended Support is available for an anual fee of $75.00 and
includes access to the Extended Support Library in our support
BBS. This library provides continuously updated versions of our
products and associated documentation assuring you of the latest
in terms of both features and bug-fixes. In addition, the BBS
serves as a electronic mail box for passing custom programming or
other special files. The BBS also includes a large library of
Association of Shareware Professionals (ASP) approved shareware
which you may download at no additional cost! We update these
libraries on a continuous basis and are an ASP approved BBS.
Give it a try! (423) 625-0376
We will endeavor to support our users in the most professional
and thorough manner. If you find a "bug" or simply need
assistance in using the software, please contact us immediately.
We will accept collect calls only if the problem involves a "bug"
or anomaly.
APPENDIX B
CUSTOMIZING ICP
We will make custom changes to the ICP program to suit you
specific needs. These changes can include such things as
special report generation, screen design, and even data base
structure modifications. The cost for such changes USUALLY ranges
from $50.00 to 250.00. If you would like to adapt this software
to your exact needs, we will be happy to give you an estimate.
Here are some thing to keep in mind if you are considering custom
changes to the PICS program...
1. Review the system thoroughly enough to know all of the
changes you will require. Although changes can be made at any
time and as often as necessary, it is frequently less expensive
to do all modifications at one time.
2. You can print a copy of any screen in the ICP system by
pressing the "Shift + Print Screen" keys. Make notes of any
desired changes to the screens in this manner.
3. Make up mock reports showing all report headings and
any totals you wish to calculate. The report designs should be as
complete as possible. We will make every effort to duplicate your
design.
Over the years, we have adapted this software to the requirements
of numerous specific busineses and industries. Some examples
include:
1. tool crib management
2. sporting goods and firearm dealers
3. oriental rug dealers
4. print shops
5. hospital Central Supply and laboratory departments
6. outdoor power equipment/small engine shops
7. tack shops
8. book stores
9. electronic equipment dealers/manufacturers
10. automobile dealers and repair shops
APPENDIX C
PROGRAM OPTIONS
1. There is an optional bar code module for the ICP program. This
module will allow you to print bar code labels from within the
ICP program. Contact EMS for details.
2. The ICP system is designed to accept data input from a variety
of remote barcode scanners. If you desire additional information
on these devices, please contact EMS.
APPENDIX D
SITE LICENSE
A site license is an inexpensive way for more than one person to
legally use one copy of a program on more than one computer at a
time. Site licenses are designed for companies, offices or
workgroups where more than one person in the organization needs
to use a product, but does not need additional manuals or disks.
Site licensing enables companies, departments, government
agences, etc., to equip their personnel with the tools they need
at a minimal cost.
Here's how it works: The company purchasing a site license (the
licensee) provides a single point of contact for shipping,
technical support, upgrades, etc., and we (the licensor) provide
a "golden master" of the diskettes, manual, and any other parts
of the package. These "masters" may be copied and distributed
according to the terms of the site license.
If you are interested in a site license, please contact us
during normal business hours for additional information.
English Mountain Software, Inc.
1750 Kingdom Way
Newport, TN 37821
phone and fax
(423) 625-9866
support BBS
(423) 625-0376
Compuserve PIN
73530,3236
Internet
http://ourworld.compuserve.com/homepages/spirit7
APPENDIX E
PICS
WHAT IS PICS
The PICS (Positive Inventory Control System) was originally
classified as a "point-of-sale" inventory control program. POS
systems are typically used at the sales counter and coupled to a
cash drawer much like the old familiar cash register. While PICS
is well suited to this type of application, the system is also an
ideal tool for tracking the distribution of inventory to
departments within the organization or for order fulfillment in a
warehouse or manufacturing plant. The PICS system combines order
processing, inventory control, and customer control into a
complete inventory distribution and management system and we now
refer to PICS as Inventory Distribution and Management (IDM)
software. PICS is useful in any situation where sales processing,
order processing, order fullfilment, or inventory distribution
tracking is critical.
INVENTORY CONTROL
The ICP (Inventory Control Program) is the heart of the PICS
system and is described in detail on another page. The ICP is
available as a stand-alone or as an intergrated part of the
complete PICS program.
CUSTOMER CONTROL
The CCP (Customer Control Program) manages your customer data
base. In PICS, a customer can be an individual, company,
department, vehicle or any other entity to which inventory is
distributed. The CCP enables you to set parameters for each
customer record defining such things as the default discount,
price level, terms, credit limit, taxable status and others. In
addition, the system maintains a complete customer history
detailing all customer transactions. With the CCP, you can print
several types of customer lists, mailing, and shipping labels.
ACCOUNTING
Although PICS is not an accounting program, it supports many
advanced accounting functions. For example, PICS tracks accounts
receivable and prints statements optionally aged from the invoice
date. PICS also tracks accounts payable, prints checks and
manages payroll.
MANAGEMENT REPORTING
PICS prints a wide assortment of very useful management and
reconcilliation reports. Some of these include the Transaction
Journal, Monthly Register Report (group and department totals
breakdown), Yearly Register, Cost-of-Goods-Sold Report, Clerk
Activity (commission) Report, Item History Summary, Customer
History Summary, Accounts Receivable Summary, Accounts Payable
Summary, YTD Accounts Payable Summary, Chart-Of-Accounts, Payroll
Summary, Check Register, and more.
SOME OF THE FEATURES AND BENEFITS OF PICS
1. PICS will automatically update your inventory data base as
transactions are processed.
2. Know when and how much to order every time... no more
guessing!
3. Track orders, purchase orders, backorders (from your vendors
and to your customers), and vendors.
4. Identify your fastest and slowest moving items and easily
determine trends.
5. Instant price look-up.
6. Supports cash,credit,account or split transactions.
7. Print invoices, proposals, pick lists or work orders and
easily convert from one form to another.
8. Store a form as a work-in-progress to be recalled and
completed at any time.
9. Recall and re-print forms transacted years ago.
10. Print formal purcase orders.
11. Reminds you of the suggested discount and correct price
level for each customer.
12. Alerts the clerk when the customer credit limit has been
exceeded or when the account is past due!
13. Customer dollar volume discounts by vendor or invoice
totals.
14. Inventory volume discounts by date range (seasonal or
promotional).
15. Track cost-of-goods sold.
16. Track transaction, customer and commission histories.
17. Easy and complete check out procedures which detail your
sales activity in all departments and categories.
18. Track ROAs, paid outs and merchandise returns.
19. Print statements optionally aged from the invoice date.
20. Print customer mailing list, mailing labels and shipping
labels.
21. Track payables, payments and balances. 22. Prints checks
and manages payroll.
WHO USES IT?
PICS was first introduced in the summer of 1987 and has undergone
many significant revisions in response to the suggestions of our
users and the continuing research of EMS. This is the 15th major
revision of the system since its introduction. Currently, our
user base exceeds 2000 ranging from large fortune 500 companies
to small business. We have provided a few examples. Some of
these names you will recognize and some you will not. They were
selected at random to illustrate the diverse range of application
, adaptability, and usefulness of this system. Complete
references available upon request...
State of Arkansas, Akron Fire Department, Aero-Space T.V.,
American Red Cross, First Union Bank, Vulcan-Brunswick, Bic Corp,
B&L Repair Service, Bud's Small Engine Shop, Coca-Cola, Chevron
U.S.A., Clasic M.G. Shop, Country Toys Plus, Digital Equipment
Corp., Dollar Buster, Dudley's Tire Service, Emergency Animal
Clinic, Galaxy Carpet Mills, General Dynamics, Georgetown
University Hospital, Haskel Marine, Howard's Repair, Home
Federal, Honeywell, Intel Corp., IBM, University of Calgary,
Northrop Corp., Pitney Bowes, Ricoh Corp, South Dakota
Department of Transportation, State of Iowa, Toco Bell, U.S.
Navy, U.S. Air Force, U.S. Army Corps of Engineers, U.S. Marine
Corps.
APPENDIX F
REGISTRATION
Thank you for the opportunity to demonstrate the ICP system. If
you decide to use this software beyond the evaluation period (60
days), you must register your copy with English Mountain
Software, Inc. The registration fee is $85.00 FOR EACH COPY IN
USE.
These are the benefits of registering the software...
1. You will receive a registered copy of the CURRENT version of
the ICP system and you will be added to our mailing list so that
you are assured of receiving upgrades, revisions, and new product
information. UPGRADES ARE FREE TO REGISTERED USERS. The
registered version does not include the opening screen which
requires you to enter a random number access code, and, is not
limited as to the number of records which can be entered.
2. You will receive TWO additional utility programs free...
a.You will receive the RL program which will enable you to
create or modify icp reports and labels. This program will enable
you to add a custom report heading (identifying your company,
dept, etc.). You will be able to change (or eliminate) grouping
(currently, most icp reports are grouped by vendor); add, change,
or eliminate any field in any report; add calculated fields for
special purposes; create special reports form scratch.
b. You will receive a very powerful interactive data base
utility which will enable you to append data to your icp data
base from any other "dbf" file or from ascii files. The utility
also includes many other useful functions to enable you to work
with your data and index files.
3. You will become eligable to receive unlimited FREE telephone
support as outlined in the appendix to the Manual (Manual.doc).
4. We will make custom changes to registered software as outlind
in the appendix to the manual (Manual.doc).
5. If you discover a "bug" or anomaly in the software, we will
attempt to resolve the problem within 5 days from the date that
we receive the notice of the bug.
6. It's the right thing to do! Shareware is a distribution method
NOT a type of software. We encourage you to copy this program
(shareware version) and distribute it to anyone you feel would
benefit from it's use. However, if you plan to use the program
beyond the evaluation period, please register your copy with EMS.
This is not "FREE" software in any sence of the word. We depend
upon the honesty and integrity of those who use this software in
order to continue to provide the top quality software in this
"try before you buy" format.
7. It's the law! Shareware is copy righted software just like any
you would purchase form a retail store. English Mountain Software
is a member of the association of Shareware Professionals. For
more information about shareware or the ASP, please contact the
ASP:
Association of Shareware Professionals
Jan Abbot, Executive Director
545 Grover Road
Muskegon, MI 49442-9427
616-788-5131 (phone)
616-788-2765 (fax)
HOW DO I REGISTER?
1. You may order with MC, VISA, AMEX, or DISCOVER from the Public
(Software) Library by calling 800-242-4775 or 713-524-6394 or by
FAX to 713-524-6398 or by CIS Email to 71355,470. You can also
mail credit card orders to PsL at PO Box 35705, Houston, TX
77235-5705
2. You may register your icp program on Compuserve (GO SWREG).
3. You may order via E-Mail: 73530.3236@compuserve.com or
http://ourworld.compuserve.com/homepages/spirit7
4. You may Complete the following registration form and send it
to EMS along with the registration fee.
5. You may call our order processing dept at 1-800-450-4661
(orders only, please).
ORDER FORM/INVOICE
Please complete this form and return to the address below.
Enclose a check in the amount indicated on the completed invoice.
YOUR NAME:_______________________________________________________
BUSINESS NAME:___________________________________________________
ADDRESS:_________________________________________________________
CITY:________________________________ ST:______ ZIP:_____________
PHONE:_______________________________
NAME OF PRODUCT:__________ SERIAL NUMBER:__________VERSION:______
WHERE DID YOU OBTAIN YOUR COPY OF THIS SOFTWARE?:________________
PLEASE INDICATE THE DISKETTE SIZE REQUIRED: ____3 1/2 ____ 5 1/4
____ ICP software registration..........$ 85.00 ea $_____________
(This is a single/multi-user program.)
____ PICS package (complete)............$295.00 ea $_____________
(Includes ICP.)
____ PICS Multi-User Version............$395.00 ea $_____________
(Includes ICP.)
____ PICS LITE Single User version......$129.00 ea $_____________
(same as PICS but without accounting functions)
____ PICS LITE Multi-User version.......$195.00 ea $_____________
(same as PICS but without accounting functions)
____ IRWIN software registration........$ 85.00 ea $_____________
(Inventory Reconciliation for WINdows)
____ BBS Extended Support (1st year)....$ 75.00 ea $_____________
Tennessee residents add .065% sales tax ...........$_____________
Domestic orders add $ 8.00 shipping and handling...$_____________
Overseas orders add $12.00 shipping and handling...$_____________
TOTAL DUE:.(US Funds only, please).................$_____________
REMIT TO:
English Mountain Software
1750 Kingdom Way
Newport, TN 37821
(423) 625-9866
CREDIT CARD ORDERS
You can order with MC, VISA, AMEX, or DISCOVER from the Public
(Software) Library by calling 800-242-4775 or 713-524-6394 or by
FAX to 713-524-6398 or by CIS E-mail to 71355,470. You can also
mail credit card orders to PsL at PO Box 35705, Houston, TX
77235-5705
APPENDIX G
RESELLER PROGRAM
If you wish to become an authorized distributor of our software
(ICP & PICS), you must complete the application form provided
below and return it to EMS at the address provided.
As a reseller...
1. You will be provided with a "master" of the ICP demo program
which you may duplicate as required for distribution to your
prospective clients. You may charge a fee for installation and
training associated with the demo version but not for the demo
version itself.
2. Your company name and address will appear in the intro screen
of the ICP demo version in place of ours.
3. You may establish your own pricing for the registered versions
of the ICP/PICS software. Our current retail pricing is detailed
below for reference. As a value added reseller (VAR), you may
charge for any installation and training required by your client.
We recommend an initial setup fee (including about 1 HR of
training) of $150-$200 for the ICP with additional training at
the rate of $50/HR or $300/day. One hour is usually sufficient
for the ICP and we recommend 1-2 days for PICS.
4. You will be automatically granted extended (BBS) support
privileges and will be supplied with our BBS "Door" software for
access to the support BBS.
5. Your cost for the registered versions of the ICP/PICS retail
software will depend upon your order history (accumulative) for
each program as follows: a. Programs 2-5 = 20% discount. b.
Programs 6-10 = 30% discount. c. Programs 11-20 = 40% discount.
d. programs 21- = call
Therefore, if you have ordered 5 ICP programs and 3 PICS programs
to date, your next ICP will be discounted 30% and and your next
PICS package will be discounted 20%.
*****************************************************************
Although the discount schedule for the ICP\PICS software
represents a reasonable profit margin, your primary profit center
is likely to be installation, training and support. You should
realize a $150-$200 profit from the sale of each ICP program with
the typical 1-2 hr installation and training period. Your profit
from each PICS installation should be between $300 and $600 with
installation fees and the recommended 1 to 2 day training period.
*****************************************************************
RE-SELLER APPLICATION
You must complete the reseller application form included below
and return to EMS BEFORE your first order as a reseller.
YOUR NAME:_______________________________________________________
BUSINESS NAME:___________________________________________________
ADDRESS:_________________________________________________________
CITY:________________________________ ST:______ ZIP:_____________
PHONE:______________________ FAX:________________________________
WHAT IS YOUR EXPERIENCE WITH THIS TYPE OF SOFTWARE?______________
_________________________________________________________________
_________________________________________________________________
PLEASE INDICATE THE DISKETTE SIZE REQUIRED: ____3 1/2 ____ 5 1/4
English Mountain Software
1750 Kingdom Way
Newport, TN 37821
phone and fax
(423) 625-9866
support BBS
(423) 625-0376
Compuserve PIN
73530,3236
internet
http://ourworld.compuserve.com/homepages/spirit7