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Text File | 1992-12-16 | 59KB | 2,905 lines

┌───────────────────────────┐ │ EZ-Biller(tm) Plus V3.2 │ └───────────────────────────┘ ┌─────────────────────────────────────┐ │ ╔═════════════════════════════════╗ │ │ ║ The Ultimate ║ │ │ ║ Invoicing and Inventory Program ║ │ │ ╚═════════════════════════════════╝ │ └─────────────────────────────────────┘ EZ-Biller(tm) V3.2 (C)1992 Blue Chips Incorporated All Rights Reserved Blue Chips Incorporated 570 Grand Avenue Ridgefield, NJ 07657 Sales & Support (201)943-3715 * * * Registered Users * * * Please mail in your EZ-Biller Registration Card. You must mail in your registration card to receive free technical support, news letters, & updates. Page 1 ┌────────────────────────────┐ │ EZ-Biller v3.2 User Manual │ └────────────────────────────┘ EZ-Biller(tm) v3.2 is a powerful and easy-to-use solution to your sales, inventory, and invoicing needs. EZ-Biller will help you to keep track of your customers, inventory, sales people, taxes, sales, back orders, and invoices, all with the push of a button! EZ-Biller(tm) v3.2, Copyright 1992, Blue Chips Incorporated. ┌──────────────── IMPORTANT WARRANTY INFORMATION ───────────────┐ │ │ │ *** PLEASE READ THIS INFORMATION CAREFULLY *** │ │ ────────────────────────────────────── │ │ │ │ EZ-Biller(tm) is provided AS IS. │ │ │ │ Blue Chips Inc. MAKES NO WARRANTY OF ANY KIND, EXPRESSED │ │ OR IMPLIED, INCLUDING WITHOUT LIMITATION, ANY WARRANTIES │ │ OF MERCHANTABILITY AND/OR FITNESS FOR A PARTICULAR │ │ PURPOSE. │ │ │ │ Blue Chips Inc. SPECIFICALLY DISCLAIMS ALL OTHER │ │ WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT │ │ LIMITED TO, ANY IMPLIED WARRANTY OF MERCHANTABILITY │ │ AND/OR FITNESS FOR A PARTICULAR PURPOSE. │ │ │ └───────────────────────────────────────────────────────────────┘ Although every effort went into keeping this program accurate, we will assume no responsibility whatsoever for any loss or damages that may or may not be incurred while using this software. IBM and PC-DOS are trademarks of International Business Machines, Inc. MS-DOS is a trademark of Microsoft Corporation. As always, "Thank you for your purchase, "and may your business excel with our EZ Products." Page 2 ┌───────────────────┐ │ Table of Contents │ └───────────────────┘ Important Warranty Information . . . . . . . . . . . . . . . . . . 2 Program Description. . . . . . . . . . . . . . . . . . . . . . . . 4 Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . 4 Setting the Config.sys File . . . . . . . . . . . . . . . . . 4 Installing EZ-Biller. . . . . . . . . . . . . . . . . . . . . 4 An Overview of the EZ-Biller Menus . . . . . . . . . . . . . . . . 6 Detailed Description of Each Menu Item . . . . . . . . . . . . . . 8 Product Invoice . . . . . . . . . . . . . . . . . . . . . . . 8 Service Invoice . . . . . . . . . . . . . . . . . . . . . . . 9 Enter Payments . . . . . . . . . . . . . . . . . . . . . . . 10 Print Reports . . . . . . . . . . . . . . . . . . . . . . . . 11 Print Labels Menu . . . . . . . . . . . . . . . . . . . . . . 14 Maintenace . . . . . . . . . . . . . . . . . . . . . . . . . 16 Quit EZ-Biller . . . . . . . . . . . . . . . . . . . . . . . 20 Navigating Through EZ-Biller . . . . . . . . . . . . . . . . . . . 21 EZ-Biller Editing Conventions. . . . . . . . . . . . . . . . . . . 21 Setting Up EZ-Biller . . . . . . . . . . . . . . . . . . . . . . . 22 Free Technical Support . . . . . . . . . . . . . . . . . . . . . . 23 What Is Shareware? . . . . . . . . . . . . . . . . . . . . . . . . 24 Public Domain . . . . . . . . . . . . . . . . . . . . . . . . 24 Copyrighted . . . . . . . . . . . . . . . . . . . . . . . . . 24 Shareware . . . . . . . . . . . . . . . . . . . . . . . . . . 24 The Shareware Concept. . . . . . . . . . . . . . . . . . . . . . . 26 Registration Benefits. . . . . . . . . . . . . . . . . . . . . . . 27 Benefits. . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Notice of Enhancements. . . . . . . . . . . . . . . . . . . . 27 Commercial Version, EZ-Biller Plus v3.2. . . . . . . . . . . . . . 27 Appendix A (Sample Reports). . . . . . . . . . . . . . . . . . . . 28 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Page 3 ┌─────────────────────┐ │ Program Description │ └─────────────────────┘ EZ-Biller is a full-featured invoicing and inventory program that will support any size business with ease. It is very powerful, yet easy to use. With EZ-Biller, you can print four different types of invoices, including either product or services invoices The program will track your inventory, sales, taxes, payments, customers, accounts receivable, packing lists, and back orders, all with the push of a button. All reports can be directed either to the screen or to printer ports Lpt1 or Lpt2. For your convenience, customer labels, both mailing and rolodex, may also be printed. If you have a modem installed, the program will dial a customer automatically. All inventory, customers, tax rates, prices, and sales people may be added on the fly, which means that there is no initial setup process required (other than your Company Information). Everything you need is added as you work within the program. ┌─────────────────┐ │ Getting Started │ └─────────────────┘ Setting the Config.sys File ─────────────────────────── The first thing you must do prior to using EZ-Biller is to configure your system to handle the program. The computer must be set for a minimum of 50 files and 20 buffers. Ensure that your CONFIG.SYS file contains the following lines: FILES=50 BUFFERS=20 The installation procedure of the EZ-Biller Plus program will ask you if you want to update your config.sys file. Just select yes, and you will not have to get configure anything. Installing EZ-Biller ──────────────────── The first time that you use the program, EZ-Biller must be installed on your computer. If you have an EZ-Biller plus disk, insert the disk into the floppy drive, and type install from that floppy drive. If you have downloaded a copy of EZ-Biller, switch to the directory containing the unzipped EZ-Biller files and type INSTALL. You will see an Install Screen asking you for the drive to install EZ-Biller on. If you would like to install EZ-Biller on your main hard drive (drive C:\>) just press the enter key. To halt the process now, or at any other time, press [ESCAPE]. Page 4 If you pressed [ENTER], The default directory used to install the program is displayed. \EZBILLER If you are installing EZ-Biller Plus for the first time, press the [ENTER] key) To choose an alternate directory, type in the full path and press [ENTER]. For example, \BUSINESS\EZBILLER Note: A 1.44MB 3 1/2" high density floppy disk will hold the current version of the program. However, a hard disk is recommended for increased ease and speed of operation. The program will automatically install please follow all directions that appear on your installation screen. Page 5 ┌────────────────────────────────────┐ │ An Overview of the EZ-Biller Menus │ └────────────────────────────────────┘ The following sections briefly describe all of EZ-Biller's menu selections. The main menu contains seven functions as follows: Product Invoice: Use this option to create invoices that deal with inventory items or products. This option is also used to print or modify current invoices and packing lists. Service Invoice: Use this option to create invoices that deal with products & services. This option is also used to print or modify current invoices. Enter Payments : When you select this option, a table will appear showing all the payments currently entered in your database. If you have a payment, you may add the payment to your database from hear. Print Reports: The Reports Menu allows you to use the information entered to compile a variety of useful reports. You will be able to print various reports on your sales, taxes, inventory, customers, salesmen, and customer catalogs. Print Labels : The Labels Menu allows you to print customer mailing labels, rolodex labels, and product bar code labels. Update Files : Any software system is virtually useless without the proper file maintenance utilities. This feature allows you to enter all of your inventory, customers, tax rates, and salesmen. You will also be able to make new data files and sort the ones that are currently entered. Quit : This menu allows you to exit the program. Page 6 Page 7 ┌────────────────────────────────────────┐ │ Detailed Description of Each Menu Item │ └────────────────────────────────────────┘ INVOICE ─────── 1)..CREATE PRODUCT INVOICE This menu item allows you to create or modify a product invoice. To choose this option, use the arrow keys to highlight CREATE PRODUCT INVOICE and press [ENTER] key. You will then see a screen that shows you the oldest invoice that you entered. You will have five options to choose from. These options are as follows: INSERT If you press the [INSERT] key, you will proceed into a feature that will begin the process of creating a new invoice. DELETE If you press the [DELETE] key, the invoice that is currently displayed in the window will be prompted for deletion. To delete the invoice, press the [ENTER] key to confirm the deletion. If you do not want to delete the invoice, press the [ESCAPE] key. UP AND DOWN ARROW KEYS If you press the up or down arrow keys, the Invoice Number in the window will go up or down correspondingly. ENTER If you press the [ENTER] key, you will enter the invoice editing mode that was active in the preceding window. This option is useful when you have changes that need to be made on an existing invoice. TYPING AN INVOICE NUMBER If you type an invoice number, EZ-Biller will search through all of the invoices and retrieve that invoice in the window. You may then press the [ENTER] key to modify the invoice that is currently in the window. Or, you may press the [DELETE] key to remove the invoice that is currently in the window. Page 8 2)..CREATE SERVICE INVOICE This option allows you to create or modify a service invoice. To create or modify a service invoice, highlight the option and press the [ENTER] key. When you press the [enter] key, a screen appears showing you the oldest invoice that you have entered. You now have five options from which to choose. Those options are as follows: INSERT If you press the [INSERT] key, you will activate a feature that will begin the process of creating a new invoice. DELETE If you press the [DELETE] key, the invoice that is currently in the window will be prompted for deletion. If you want to delete the invoice, press the [ENTER] key to confirm the deletion. If you do not want the invoice deleted, press the [ESCAPE] key. UP AND DOWN ARROW KEYS If you press the up or down arrow keys, the invoice number in the window will go up or down correspondingly. ENTER If you press the [ENTER] key, you will enter the invoice editing mode that was active in the preceding window. This is useful if you have any changes that need to be made on an existing invoice. TYPING AN INVOICE NUMBER If you type an invoice number, EZ-Biller will search through all of the invoices and retrieve that invoice number in the window. You may then press the [ENTER] key to modify the invoice that is currently in the window. Or, you may press the [DELETE] key to remove the invoice that is currently in the window. Page 9 Payments ──────── 3)..Enter Payments This option should be used anytime you receive payments When you select this option, a table will appear showing all the payments currently entered in your database. The payments are sorted by customer code and date if you have a payment. You now have five options from which to choose. Those options are as follows: INSERT If you press the [INSERT] key, you will activate a feature that will begin the process of creating a new payment. DELETE If you press the [DELETE] key, the payment that is currently highlighted will be prompted for deletion. If you want to delete the payment, press the [ENTER] key to confirm the deletion. If you do not want the payment deleted, press the [ESCAPE] key. UP AND DOWN ARROW KEYS If you press the up or down arrow keys, the scrolling bar will scroll up and down correspondingly. ENTER If you press the [ENTER] key, you will enter the payment editing mode. This is useful if you have any changes that need to be made on an existing payment. Page 10 REPORTS ─────── 1)..SALES REPORT When you choose this feature from the Reports Menu, a screen appears asking for the date ranges to be included in the report. For example, if you would like to print February of 1992, you would enter 02/01/92 in the first date field and 02/28/92 in the second date field. When the sales report is printed, it will include only sales within the two date ranges. The same process applies whether you prefer to print the report quarterly, or semi-annually, annually, etc... 2)..TAX LIABILITY REPORT Based on the tax rates that you enter, EZ-Biller will go through every invoice and total the sales tax for each and every state that you do business with. You will be asked for the date ranges to be included in this report. For example, if you wanted to know your sales tax liability for the 3rd quarter of 1992, you would enter 07/01/92 in the first date field and 09/30/92 in the second date field. 3)..BACK ORDER REPORTS The Back Order Report keeps track of all the products you owe your customers. Assume a customer orders ten widgets, but your company is only able to ship five widgets. It is possible to forget, after a few days, about the items that you owe the customer. You need an easy method of tracking the order until it is filled. The Back Order Report will print the invoice number, the customer, and the number of products you owe to that particular customer. When you are able to ship the five widgets that you owe your customer, the line showing five widgets owed will disappear from the invoice. 4)..CUSTOMER LISTING This feature prints out a list of all of your customers' names, addresses, phone numbers, and credit terms. This report is intended for in-house use only. 5)..SALESMEN LISTING This feature prints out the name, address, telephone number, and social security number of all of your sales people. This report is intended for in-house use only. Page 11 6)..INVENTORY LISTING This feature allows you to print a list of all of your inventory items. The list includes the product code, a description, your price, the quantity on hand, and the quantity on order. This report is for in-house use only. 9)..CUSTOMER CATALOG This is a catalog that you might want to prepare for your customers. It includes the product code, an item description, and various price breaks. A)..Salesman Performance Report This report will print the total sales by each sales person. The total will then be multiplied by the sales person's commission rate if applicable. B)..ACCOUNTS RECEIVABLE REPORT This report is a summary of what all your customers owe. You may print this report at any time to find out the balance you are owed at that time. C)..PRINT A CUSTOMER STATEMENT This option allows you to print out the debits and credits of selected customers or of all of them. The statement will show exactly how much each customer owes. You could then send this statement out as a reminder to the customers. * Use this report if you need to remind one or only a few customers of the balance they owe you. D)..PRINT ALL CUSTOMERS STATEMENT This option allows you to print out the debits and credits of selected customers or of all of them. The statement will show exactly how much each customer owes. You could then send this statement out as a reminder to the customers. * Use this report if you need to remind all of your customers of the balance they owe you. E)..PRINT PACKING LIST RANGE This option allows you to print out a range of packing lists. After this selection you will be prompted for the starting and ending invoice number. All packing lists including and between these two numbers will be printed. Page 12 X)..RETURN TO MAIN MENU Self explanatory. Page 13 LABELS ────── The Customer Labels option prints on labels that are 2.5" x 15/16" (1 label across). When you choose Customer Labels from the Reports Menu, a second menu will appear. This menu will list three items as follows: 1)..PRINT INDIVIDUAL CUSTOMER LABEL When you select this option, you will be prompted to type the customer code that you want to print a label for. If you do not remember the code, just press the [ENTER] key and a list of all of your customers will be displayed. You may then use the up or down arrow keys to select the customer that the label is for. 2)..PRINT ROLODEX LABELS This feature will print ALL of the customers in your data base on the same size labels as described above. The only difference between a mailing label and a rolodex label is that the phone number will be included on the rolodex label. 3)..GENERATE 3 OF 9 BARCODES This option prints an actual barcode on a label. After selecting this option, a few fields must be filled in. Product Code : (enter the product code to be barcoded) Code Type : (Just press the [ENTER] key) Barcode Height : (pressing 2 would mean 2 characters high) Number to Print: (Self explanatory) Printer Device : (Lpt1 = Printer 1 - Lpt2: = Printer 2) Page 14 Page 15 MAINTENANCE ─────────── 1)..COMPANY UPDATE This option must be completed prior to using EZ-Biller. This is where you tell EZ-Biller your company's name and address. You will also set up information such as the beginning invoice number, the type of form you will be using, and the last line that will be printed on an invoice. The information will flow to all other options. If this option is not completed, then the invoices will be unable to print. 2)..CUSTOMER UPDATE This option allows you to edit the information about any customer that is currently in your database. You will also ADD NEW CUSTOMERS or DELETE OLD CUSTOMERS in this menu. 3)..SALESMEN UPDATE This option allows you to edit the information about any salesman that is currently in your database. You will also ADD NEW SALESMEN or DELETE OLD SALESMEN in this menu. 4)..INVENTORY UPDATE This option allows you to edit the information about any product that is currently in your database. You will also be able to ADD NEW PRODUCTS or DELETE OLD PRODUCTS. 5)..TAX-RATE UPDATE Selecting this option allows you to edit any TAX-RATE that is currently in your database. You will also be able to ADD NEW TAX-RATES, or DELETE OLD TAX-RATES. 6)..DISCOUNT TABLE When entering products into inventory, you may choose to have the item marked discountable. This is a table that applies to every invoice. When you create an invoice, EZ-Biller will total up all of the discountable items on the invoice, it will then compare it to this discount table. If the total qualifies for the discount, the defined percentage will be deducted off the invoice. Please note, in order to use the discount table, ALL lines must be filled in. Page 16 Example : ╔══════ Discount Table ═══════╗ ║ ║ ║ Amt Up To Discount ║ ║ --------- -------- ║ ║ 100.00 0.05 ║ ║ 500.00 0.10 ║ ║ 1000.00 0.15 ║ ║ 99999.99 0.20 ║ ║ 99999.99 0.20 ║ ║ 99999.99 0.20 ║ ║ ║ ╚═════════════════════════════╝ In this example, if the customer bought $ 50.00 worth of discountable items he would receive a 5% discount $ 600.00 worth of discountable items he would receive a 10% discount $ 999.00 worth of discountable items he would receive a 10% discount $ 1001.00 worth of discountable items he would receive a 20% discount Any total greater then $1000.00 will receive 20% discount ┌──────────────────────────────────────────────┐ │ Keep in mind that all fields were filled in! │ └──────────────────────────────────────────────┘ 6)..REINDEX FILES This feature ensures that your data files are sorted correctly and allows you to maintain optimum performance from your data base. This feature should be performed at least once a week. 7)..MAKE NEW DATA FILES CAUTION: Exercise care when using this option. You could accidentally erase all of your existing database. You will be prompted with a menu showing the following: 1)..ERASE CUSTOMER FILE This allows you to completely erase ALL CUSTOMERS. 2)..ERASE SALESMEN FILE This allows you to completely erase ALL SALESMEN. 3)..ERASE PRODUCT FILE This allows you to completely erase ALL PRODUCTS. 4)..ERASE TAX-RATE FILE This allows you to completely erase ALL TAX-RATES. 5)..ERASE INVOICE FILE This allows you to completely erase ALL INVOICES. Page 17 6)..ERASE PAYMENTS FILE This allows you to completely erase ALL PAYMENTS. 7)..ERASE MASTER FILE This will erase all of your COMPANY information. 8)..ERASE SUPPLIER FILE This allows you to completely erase ALL SUPPLIERS. 9)..ERASE DISCOUNT TABLE This will erase your DISCOUNT information. A)..ERASE CATEGORY FILE This will erase all of your defined CATEGORIES. B)..ERASE ACCOUNTS RECEIVABLE FILE This will erase all of your defined A/R info. X)..ERASE ALL FILES This feature will start EZ-Biller over from scratch. Use extreme care with this option!! * Please Note. With these options, you will be warned before you erase the files. To cancel your selection, press the [ESCAPE] key. Page 18 A)..CLOSE PERIOD Depending on the size of your business, you will choose this option on a monthly, quarterly, semi annually, or annually basis. This feature will take all of the transaction that have been entered into the computer and post them to the accounts receivable file. It will then print a sales report, tax liability report, A/R report, Back order report, and all of your customer statements. EZ-Biller then summarize the accounts receivable file and deletes all invoices and payments. (this feature should be used on a consistent basis in order to obtain maximum performance and speed) B)..POST TO A/R This option must be performed prior to printing any statements or accounts receivable reports. This feature will take all of the invoices and payments and post them to the A/R file. After all the items have been posted, you will be unable to modify the payments or invoices that have been posted. This is a safety feature designed so that the accounting totals will always be in sync. If an adjustment is needed to be made, we suggest that you enter in either a credit memo, or a payment adjustment. A credit memo is simply an invoice with a negative amount. A payment adjustment is a payment entered into the customer account with ADJ as the Check number description. Please keep in mind that Credit memos will adjust the Sales and A/R total where as payments only adjust the A/R total. X)..Exit to main menu Self explanatory Page 19 QUIT ──── This menu option allows you to exit EZ-Biller. By selecting QUIT, all of your data files will be closed and you will be returned to DOS or to your menu. Page 20 ┌──────────────────────────────┐ │ Navigating Through EZ-Biller │ └──────────────────────────────┘ Moving through the EZ-Biller menus is an easy process. Use the up and down arrow keys to highlight the desired main menu option. Or select the appropriate option number. When the desired option is highlighted, press [ENTER]. A menu screen will appear. Use the up and down arrow keys to highlight an option and then press [ENTER] to get to the option's work screen. To move back to the preceding screen or menu, press [ESCAPE]. The program is very "user friendly". All menus and work screens contain prompts to help guide you easily through the program. ┌───────────────────────────────┐ │ EZ-Biller Editing Conventions │ └───────────────────────────────┘ If You are editing an invoice, and you do not want to continually press the [ENTER] key to get to a particular screen, press the [CONTROL] and [ENTER] keys simultaneously [CNTRL ENTER]. This will allow you to move from screen to screen instead of line by line. When editing a line, you may press the [END] key to move to the end of that line. While editing a line, you may use the [INSERT] key to insert characters beginning where the cursor is located on that data field. Just Like a word processor, EZ-Biller allows you to edit the data fields that you have entered. Likewise, you may use the [DELETE] key to delete characters from the field that you are editing. Characters will be deleted from where the cursor is located in that particular field. Product and service invoices are separate types of invoices. To edit product invoices or service invoices, you must access the invoice through the respective product or service menu option. If you try to edit a service invoice throughout the product invoice option, you will be prompted to press the [ENTER] key. you will then be brought back to the main menu where you may start again. A credit memo is simply an invoice with a negative balance. To indicate a credit memo or a credit on an invoice, enter the amount followed by the minus key [-] or a hyphen (dash). The credit amount will be subtracted of the invoice total. Page 21 ┌──────────────────────┐ │ Setting Up EZ-Biller │ └──────────────────────┘ The first thing you will need to do after the program is installed and loaded is to enter your Company information. This is done by selecting COMPANY UPDATE from the MAINTENANCE MENU. To select the MAINTENANCE MENU, choose option 6 from the Main Menu. then press the [ENTER] key. COMPANY UPDATE is already highlighted. To select, press [ENTER]. If you press the [ALT P] keys simultaneously a screen will pop up so that you may enter your hidden password. After entering your system password press the [ENTER] key. Please note, the password is case sensitive. Enter your company name on the 1st line. Enter your company address on the 2nd, 3rd and 4th lines. In the box, enter the comm port your modem is connected to. Enter your telephone number on the 5th line. Enter your fax number on the 6th line. On the 7th line you are asked for a "Starting Invoice Number". Enter the number that you would like EZ-Biller to begin with. Select the type of invoice EZ-Biller will be printed on. Select the appropriate forms that you will be using by pressing the left or right arrow keys. * Please Note: When you order your forms through NEBS, please use the BLUE CHIPS INCORPORATED MAIL CODE 95539. This will provide you with faster service. * One Further Note: If you wish to use your stationary for your invoices, make sure that you select the invoice as PREPRINTED (with your company name and address) and that you have selected the PLAIN PAPER option as the type of invoice you will be using. On the 8th line you are asked if the forms that you are using are preprinted with your company's name and address. If the forms ARE NOT preprinted, highlight NO and press the [ENTER] key. If your forms ARE preprinted, highlight YES and press [ENTER]. Page 22 You will then be asked to type in the last line of the invoice. This line might consist of phrases like : "Special This Week on ALL stock Items." "Please include Invoice # on all remittances" "50 % off on all Widgets until January 5th" The final item on the Company Update screen will allow you to type the last line of a Customer Catalog. You will have the option of printing out all the items you carry in the form of a catalog. This may be given to your customers to assist them in ordering. The last line of the catalog could use phrases like: "God Bless our Troops" "Call for Quantity Discounts" "We are always trying to serve you better" To accept all of the information you have specified, press [ENTER]. A window will appear showing your company's name and address. To accept the company information, end the Company Update session, and close the window, press the [ESCAPE] key. Or, to return to the company maintenance screen to edit the parameters, press [ENTER]. You may now begin entering invoices, or you may first set up all of your products, customers, salesmen, and tax rates. If you begin entering invoices, everything you need will be added as you work. As you enter your data, if no such customer or product yet exists, you are taken to the appropriate records entry screen. This feature eliminates the need for initial setup and allows you to immediately start using EZ-Biller for invoicing purposes. In addition to all of the other helpful options, if have a modem installed, you will have the ability to automatically call your customers. At any time that you are in a completed Customer Maintenance Record, to dial that customer, press [F5]. To exit the program, press the [ESCAPE] key until you reach the main menu, use the arrow keys to highlight QUIT, and press [ENTER]. That is all you do to customize EZ-Biller for your business. EZ-Biller is really a very simple program to use. We wanted to create software that requires no manual and no training. If you run into difficulty, please feel free to call our Technical Support number. We will be glad to help in any way possible. Page 23 ┌────────────────────────┐ │ Free Technical Support │ └────────────────────────┘ Please note, You must register to receive free technical support Blue Chips Incorporated Technical Support (201) 943-3715 Please fill out and mail your registration card today! Page 24 ┌────────────────────┐ │ What Is Shareware? │ └────────────────────┘ Let's start with some basic software definitions. "PUBLIC DOMAIN" has a very specific legal meaning. It means that the creator of a work (in this case, software), who had legal ownership of that work, has given up ownership and dedicated the work "to the public domain". Once something is in the public domain, anyone can use it in any way they choose, and the author has no control over its use and cannot demand payment for it. If you find a program which the author has explicitly put into the public domain, you are free to use it in any way you see fit without paying for the right to use it. But use care - due to the confusion over the meaning of the words, programs are often described by authors as being "public domain" when, in fact, they are shareware or free, copyrighted software. To be sure that a program is in the public domain, you should look for an explicit statement from the author to that effect. "COPYRIGHTED" is the opposite of public domain. A copyrighted program is one where the author has asserted his or her legal right to control the program's use and distribution by placing the legally required copyright notices in the program and documentation. The law gives copyright owners broad rights to restrict how their work is distributed, and provides for penalties for those who violate these restrictions. When you find a program which is copyrighted, you must use it in accordance with the copyright owner's restrictions regarding distribution and payment. Usually, these are clearly stated in the program documentation. Maintaining a copyright does not necessarily imply charging a fee, so it is perfectly possible and legal to have copyrighted programs that are distributed free of charge. The fact that a program is free, however, does not mean it is in the public domain - though this is a common confusion. "SHAREWARE" is copyrighted software which is distributed by authors through bulletin boards, on-line services, disk vendors, and copies passed among friends. It is commercial software which you are allowed to try before you pay for it. This makes shareware the ultimate in money back guarantees. Page 25 ┌────────────────────────┐ │ The Shareware Concept: │ └────────────────────────┘ Most money back guarantees work like this: You pay for the product and then have some period of time to try it out and see whether or not you like it. If you don't like it or find that it doesn't do what you need, you return it (undamaged) and at some point - which might take months - you get your money back. Some software companies won't even let you try their product! In order to qualify for a refund, the diskette envelope must have an unbroken seal. With these "licensing" agreements, you only qualify for your money back if you haven't tried the product. How absurd! Shareware is very different. With Shareware you get to try it for a limited time, without spending a penny. You are able to use the software on your own system(s), in your own special work environment, with no sales people looking over your shoulder. If you decide not to continue using it, you throw it away and forget all about it. No paperwork, phone calls, or correspondence to waste your valuable time. If you do continue using it, then - and only then - do you pay for it. Shareware is a distribution method, NOT a type of software. Shareware is produced by accomplished programmers, just like retail software. There is good and bad Shareware, just as there is good and bad retail software. The primary difference between Shareware and retail software is that with Shareware you know if it's good or bad BEFORE you pay for it. As a software user, you benefit because you get to use the software to determine whether it meets your needs before you pay for it, and authors benefit because they are able to get their products into your hands without the hundreds of thousands of dollars in expenses it takes to launch a traditional retail software product. There are many programs on the market today that would never have become available without the Shareware marketing method. The shareware system and the continued availability of quality shareware products depend on your willingness to register and pay for the shareware you use. It's the registration fees you pay that allow us to support and continue to develop our products. Please show your support for Shareware by registering those programs you actually use and by passing them on to others. Shareware is kept alive by YOUR support! Page 26 ┌───────────────────────┐ │ Registration Benefits │ └───────────────────────┘ Benefits ──────── When you register your copy of EZ-Biller, you will receive a printed manual that describes in detail all of the EZ-Biller functions. You will receive order forms for invoices that are compatible with EZ-Biller. Also, the registration opening screen will be removed. Notice of Enhancements ────────────────────── When you register you will be notified of any new releases or enhancements of our EZ-Biller(tm) product. ┌─────────────────────────────────────────┐ │ Commercial Version, EZ-Biller Plus v3.2 │ └─────────────────────────────────────────┘ As of Nov., 1992 we are wrapping up the commercial version of EZ-Biller Plus v3.2. This version has significant advantages over the Shareware version. Some of the main enhancements are : * Allows your computer to replace your cash registers * Designed for retail and wholesale sales * Password protection throughout operations * Can be used as stand-alone or as a multi-register network * Monitors inventory pricing and quantity levels * Has the ability to scan manufacturers' barcodes * Generate your own Bar Code Labels * Calculates change for Point of Sale customers * Inventory Reorder Reports * Vendors for inventory items * Quicker file access * Much, Much, More..... Please be sure to send in your Registration Card so you can receive all of the latest update information! You can easily register EZ-Biller(tm) by pressing [F5] at the MAIN MENU Screen of the program, or by printing the file INVOICE.DOC from the \EZBILLER directory. Simply fill out the form; enclose a check, money order, or credit card information; and send it to the address on the form. Please take the time to print and fill out the Suggestion Form (SUGGEST.DOC) and send it in with your registration fee. Thanks. Page 27 ╔══════════════════╗ ║ Appedndix A ║ ║ ║ ║ Sample Reports ║ ╚══════════════════╝ Page 28 THE XYZ CORPORATION S a l e s R e p o r t 10/01/92 to 12/31/92 Invoice Cust Bill Sales Tax Freight Invoice Number Code Date Net Sales Collected Charges Total ---------------------------------------------------------------------------- 1,009 ACMOFF 10/15/92 185.00 0.00 0.00 185.00 1,010 IPEEXP 11/09/92 4,046.00 0.00 25.00 4,071.00 1,011 IPEEXP 11/09/92 23.75 0.00 0.00 23.75 1,012 SLWASS 12/15/92 69.00 0.00 0.00 69.00 ============ ========== ========= ========= < < GRAND TOTALS > > 4,323.75 0.00 25.00 4,348.75 Page 29 THE XYZ CORPORATION Tax Liability Report For the Period 11/01/92 to 12/31/92 Invoice Bill Cust Tax Tax Number Date Code State Rate Tax Due ---------------------------------------------------------------------------- 1,010 11/09/92 IPEEXP NJ 0.0600 27.50 1,011 11/09/92 IPEEXP NJ 0.0600 38.00 1,012 12/15/92 SLWASS NJ 0.0600 97.26 ------------ Total Taxes Due for NJ -------------------> $ 162.76 ---------------------------------------------------------------------------- Page 30 THE XYZ CORPORATION Page : 1 B a c k o r d e r R e p o r t 11/09/92 Invoice Product Product Quantity Back Number Code Description Ordered Shipped Ord ----------------------------------------------------------------------------- 1,013 VC7823 HIGH POWERED REV. DRILL 20 17 3 1,014 X8832 WHITE DUTCHBOY PAINT 15 12 3 1,015 X93882 .25" ROOFING NAILS 11 10 1 ------------------------------------------------------------------------------- Page 31 THE XYZ CORPORATION Page : 1 C u s t o m e r L i s t i n g A l p h a b e t i c a l l y 11/09/92 Bill To Customer Address Ship To Customer Address ----------------------------------------------------------------------------- Acme Office Supplies Acme Office Supplies 293 Acme Lane 293 Acme Lane Somwhere, USA 32832 Somwhere, USA 32832 Credit Terms : Net 15 Days Telephone : (203)555-1212 Ext : 3298 Tax Exempt # : Contact : Henry ------------------------------------------------------------------------------ Cash Sale Cash Sale N/A N/A N/A N/A N/A N/A Credit Terms : COD Telephone : (000)000-0000 Ext : Tax Exempt # : Contact : Cash Sale ------------------------------------------------------------------------------- Harry Willson & Sons Harry Willson & Sons A Contracting Corp. A Contracting Corp. 728 Mocking Bird Lane 728 Mocking Bird Lane Somwhere, USA 23983 Somwhere, USA 23983 Credit Terms : Net 30 Days Telephone : (201)555-1265 Ext :15 Tax Exempt # : Contact : Harry ------------------------------------------------------------------------------- Ipex Import & Export, Ltd Ipex Import & Export, Ltd 394 North Middletown Rd. 394 North Middletown Rd. No. Middletown, USA 39484 No. Middletown, USA 39484 Credit Terms : COD Telephone : (201)555-1265 Ext : 3298 Tax Exempt # : 22-399884 Contact : Murry ------------------------------------------------------------------------------ Page 32 THE XYZ CORPORATION Page :1 S a l e s m a n L i s t i n g 11/09/92 Salesman Name Social Security Telephone # ------------------------------------------------------------------------------ CHARLES VINCENT WARDELL 123-45-6789 (201)555-1225 323 WONDER LANE OKIEDOKIE, NJ 07071 ------------------------------------------------------------------------------ JOHN PAUL 155-55-5555 (201)556-5611 507 CARPENTER PLACE OAKLANDVIEW, USA 23983 ------------------------------------------------------------------------------ RICHARD WOHLTMAN 125-65-5650 (201)555-1212 349 WEST VIEW ROAD SOMWHERE, USA 32983 ------------------------------------------------------------------------------ Page 33 THE XYZ CORPORATION I n v e n t o r y R e p o r t 11/09/92 ON ON Product Code Description Hand Order Unit Cost ------------------------------------------------------------------------------ MISC Miscellanous Desc. -13 0 0.0000 S9923 Kohler Sink, (White) 0 12 100.0000 SLEDGE 5LB 5LB Sledge Hammer -8 13 18.0000 VC7823 High Powered Rev. Drill -17 0 65.0000 WIDGET Yellow Widget 402 100 110.0000 X83773 Water Proofing Caulk 262 110 1.6500 X8832 White Dutchboy Paint 179 93 6.0000 X93882 .25" Roofing Nails 61 0 1.7500 ------------------------------------------------------------------------------ Page 34 THE XYZ CORPORATION 11/09/92 Inventory Listing by Category Unit Qty Qty Product Description On Hand On Order Our Cost Unit Cost Meas. ------------------------------------------------------------------------------ Yellow Widget 402 100 110.0000 175.0000 Product Category : MISC Product Code : WIDGET ------------------------------------------------------------------------------ .25" Roofing Nails 61 0 1.7500 3.5000 Product Category : NAILS Product Code : X93882 ------------------------------------------------------------------------------ White Dutchboy Paint 179 93 6.0000 15.0000 Product Category : PAINT Product Code : X8832 ------------------------------------------------------------------------------ Water Proofing Caulk 262 110 1.6500 2.2500 Product Category : SEALERS Product Code : X83773 ------------------------------------------------------------------------------ Kohler Sink, (White) 0 12 100.0000 185.0000 Product Category : SINKS Product Code : S9923 ------------------------------------------------------------------------------ 5LB Sledge Hammer -8 13 18.0000 23.0000 Product Category : TOOL Product Code : SLEDGE 5LB ------------------------------------------------------------------------------ High Powered Rev. Drill -17 0 65.0000 119.0000 Product Category : TOOL Product Code : VC7823 ------------------------------------------------------------------------------ Page 35 THE XYZ CORPORATION Reorder Report 11/09/92 Product Code Qty Qty and Description on Hand on Order Supplier(s) Our Cost ------------------------------------------------------------------------------- MISC -13 0 0.0000 Miscellanous Desc. S9923 0 12 CONTIN 100.0000 Kohler Sink, (White) WESHAR SLEDGE 5LB-8 13 6 CONTIN 18.0000 5LB Sledge Hammer MAXGRO VC7823 -17 0 CONTIN 65.0000 High Powered Rev. Drill MAXGRO X83773 262 110 WESHAR 1.6500 Water Proofing Caulk MAXGRO X93882 61 0 MAXGRO 1.7500 .25" Roofing Nails ----------------------------------------------------------------------------- Page 36 THE XYZ CORPORATION 2057 ALPHABET LANE SOMEWHERE, USA 34943 Phone # :(201)555-1212 Customer Catalog 11/09/92 Category Product Code Description Price UM ------------------------------------------------------------------------------ MISC WIDGET Yellow Widget 175.0000 EA NAILS X93882 .25" Roofing Nails 3.5000 BX PAINT X8832 White Dutchboy Paint 15.0000 GL SEALERS X83773 Water Proofing Caulk 2.2500 EA SINKS S9923 Kohler Sink, (White) 185.0000 EA TOOL SLEDGE 5LB 5LB Sledge Hammer 23.0000 EA TOOL VC7823 High Powered Rev. Drill 119.0000 EA ------------------------------------------------------------------------------ THIS IS A CUSTOMIZED MESSAGE! Page 37 THE XYZ CORPORATION Salesman Performance Report 11/01/92 to 12/31/92 Salesman Invoice Customer Bill Date Invoice Amt ------------------------------------------------------------------------------- CVW 1,013 SLWASS 11/09/92 2,023.00 --------- Total Sales for CVW --------> 2,023.00 X .10000 ========= Commission Due --------> 202.30 ------------------------------------------------------------------------------- JP 1,010 IPEEXP 11/09/92 4,046.00 JP 1,012 SLWASS 12/15/92 69.00 JP 1,014 STESTE 12/25/92 276.00 --------- Total Sales for JP 4,391.00 X .12000 ========= Commission Due --------> 526.92 ------------------------------------------------------------------------------- RW 1,011 IPEEXP 11/09/92 23.75 RW 1,015 ACMOFF 11/09/92 35.00 -------- Total Sales for RW 58.75 X .15000 ======== Commission Due --------> 8.81 ------------------------------------------------------------------------------- Page 38 THE XYZ CORPORATION Accounts Receivable Report 11/09/92 Customer Phone Contact Amount Due ------------------------------------------------------------------------------- Acme Office Supplies (203)555-1212 Henry 240.00 Cash Sale (000)000-0000 Cash Sale 165.00 Ipex Import & Export, Ltd (201)555-1265 Murry 3,924.75 Joe's Hardware (201)555-1214 Joe 100.00 SLW Associates (201)943-4920 Sterling 1,915.00 Steve Stergion (201)555-1212 Steve 276.00 ------------ Total Accounts Receivable ----------------> 6,090.75 ------------------------------------------------------------------------------- Page 39 THE XYZ CORPORATION 2057 ALPHABET LANE SOMEWHERE, USA 34943 Phone # : (201)555-1212 Statement of Account For Period Ending 11/09/92 IPEEXP Ipex Import & Export, Ltd 394 North Middletown Rd. No. Middletown, USA 39484 Date Transaction Amount ------------------------------------------------------------------------------ 11/09/92 INVOICE 1010 4071.00 11/09/92 INVOICE 1011 23.75 12/21/92 CHK 3882 -170.00 ---------- Balance Due ----------> 3,924.75 Please Note, Your terms are Net 30 Days Page 40 ┌───────┐ │ Index │ └───────┘ Accounts Receivable Installation ............ 4 Report .............. 12 Inventory Back Order Report ..... 11 Listing ............... 11 Barcode Labels ........ 14 Update ................ 16 Buffers ............... 4 Main Menu ............... 6 Close Period .......... 19 Make New Data Files ..... 17 Company Update ........ 16 Config.Sys File ....... 4 Navigating .............. 21 Credit Memo ........... 21 Packing lis Range ....... 12 Customer Path .................... 5 Catalog ............. 12 Password Protection ..... 22 Labels .............. 14 Payments ................ 10 Listing ............. 11 Post to A/R ............. 19 Statements .......... 12 Product Invoice ......... 8 Update .............. 16 Reindex Data Files ...... 17 Discount Table ........ 16 Rolodex Labels .......... 14 Editing Conventions ... 21 Sales Report ............ 11 Erase Data Files Salesman Accounts Receivable . 18 Listing ............... 11 All Files ........... 18 Performance Report .... 12 Category ............ 18 Update ................ 16 Customer ............ 17 Discount ............ 18 Service Invoice ......... 9 Salesman ............ 17 Setup ................... 22 Product ............. 18 Tax Rate ............ 17 Tax Liability Report .... 11 Invoices ............ 17 Tax Rate Update ......... 16 Payments ............ 17 Technical Support ....... 23 Master .............. 17 Supplier ............ 17 Discount Table ........ 16 Page 41 Notes ───── Page 42 Notes ───── Page 43 | | | | | | | ┌─────────────────────────────┐ | │ EZ-Biller(tm) Plus V3.2 │ | ├─────────────────────────────┤ | │ Blue Chips Incorporated │ | │ 570 Grand Avenue │ | │ Ridgefield, NJ 07657 │ | │ (201) 943-3715 │ | └─────────────────────────────┘ | | | | | | SSSSSSSS | SSSSSSSSS | SS | SSSSSSSSS OOOOOOO OOOOOOO | SSSSSSSSS OOOOOOOOO OOOOOOOOO | SS OO OO OO OO | SSSSSSSSS OOOOOOOOO OOOOOOOOO | SSSSSSSS OOOOOOO OOOOOOO | | | | | | | EEEEEEEEE ZZZZZZZZZZZZZ | EEEEEEEEE ZZZZZZZZZZZZ | EEE ZZZZ | EEEEEEEEE ZZZZZ | EEEEEEEEE ZZZZZ | EEE ZZZZZ | EEEEEEEEE ZZZZZZZZZZZZ | EEEEEEEEE ZZZZZZZZZZZZZ | | | | | | | ╔════════════════════════════════════════════════════════╗ ║ As always, ║ ║ "Thank you for purchasing EZ-Biller ║ ║ And may your business excel with our EZ products!" ║ ╚════════════════════════════════════════════════════════╝ Page 44