Shareware Overload/ShartewareOverload.cdr/busi/sas45.zip/SAS45.EXE/lha/SAS.DOC

Text File | 1991-01-13 | 44KB | 1,060 lines

THE COMPLETE SALES AUTOMATION SYSTEM
USER'S MANUAL

Copyright 1988, 1989, 1990, 1991
SOFTWARE INNOVATIONS
18631 North 19th Avenue
Suite #128-240
Phoenix, Arizona  85027

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BE SURE TO READ THE WHATS.NEW FILE FOR THE LATEST DOCUMENTATION CHANGES!
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*****************************************************************
WHAT IS THE COMPLETE SALES AUTOMATION SYSTEM?
*****************************************************************

The Complete Sales Automation System (referred to in this
documentation as SAS), is a computer software program beneficial
to salespeople and business owners who need to maintain several
different "sales related" database files.  Specifically, SAS will
allow you to maintain a client database, a product inventory
database and a vendor database.     It also has the ability to
"merge your data files together" in a relational format to
prepare sales quotations and invoices and store them in a
database file as well.    Storing quotations and invoices in
database files enable you to utilize efficient search, update and
report methods for lead tracking, follow up and summary reports.

There are numerous reports available in SAS which allow     you to
print quotations, invoices, client lists, vendor lists, product
inventory lists, product price lists, outstanding (unsold)
quotations, sales tax reports, and month end sales summaries.

System Hardware Requirements

* SAS will operate on any IBM PC, XT, AT-286, AT-386 or 100%
  compatible computer system with 640K of RAM and a hard disk drive.

* SAS is also compatible on many NETWORK systems. Those proven to
  be successful include Novell, 3COM, IBM Token Ring, Banyan,
  LANtastic, and PC/MOS. (On LANtastic, make SAS.EXE READ-ONLY)

* A color monitor is also preferred but is not a requirement.

* To print reports, you will need a printer capable of IBM or
  EPSON emulation.

*****************************************************************
SAS INSTALLATION
*****************************************************************

The SAS40.EXE file contains all of the required program files.
The files are supplied in a archived (compressed) format, and
will self-extract when you execute this file.  The installation
procedure for SAS is fully explained when you run the SAS40
program and should be followed as it is outlined there. You will
need approximately 600K of free disk space for these files.


Modifications Required to the CONFIG.SYS file

During the operation of SAS, many of the data files, key index
files and some of the temporary files created during program
operation will remain open to speed up the programs operation.
For this reason, the line FILES=35 must     appear in the CONFIG.SYS
file that resides in the root directory of your boot disk (in
most cases this will be your hard disk). If your system does not
have this command present, a "TOO MANY FILES" error will occur
when attempting to start SAS. Consult your DOS manual for
instructions on creating, editing or adding commands to this
file.

SAS and TSR's

Terminate and Stay Resident programs (like PC Tools, Sidekick,
etc..) may occupy more RAM than SAS can afford to give up.  If
you attempt to run SAS (after installation) and get an "OUT OF
MEMORY" error, check to see if you have loaded any TSR programs
that you can remove from RAM.

Using SAS with WINDOWS or DESQVIEW

The SAS program is "WINDOWS DESQVIEW AWARE" as it will function
normally in a window smaller than the normal 80X25 full screen.

Before You Begin...

Before you begin the SAS tutorial, take a moment to become
familiar with some of the special keyboard functions that are
used throughout the program.  These keys are also defined in each
help screen, but familiarizing yourself with them now will help
you to get a faster start.

[F1]           Will display a CONTEXT SENSITIVE Help Screen from
           anywhere in the program.

[ENTER]           Will accept data entry and/or move the cursor to
           the next field.

[CTRL-ENTER]   Will allow you to save information in a partially
           filled data entry screen without pressing the
           [ENTER] key to step through each field.

[ESC]           Will always take you BACKWARDS one screen, to the
           screen previously displayed.

[CTRL-ESC]     Will exit from any data entry form procedure
           WITHOUT saving any of the edited information on
           that form.

The [UP] and [DOWN] arrow keys are used to move the cursor from
field to field.     If you use an 84-key keyboard, use the [ENTER]
and [ESC] keys as the [NUMLOCK] key toggle will disable the
arrows.


Note: A     screen blanker will activate if 10 minutes pass without
a keystroke.  Pressing any key will restore the screen to its
original contents.  This time can be adjusted by starting SAS
with the command line SAS V=X where X is a number from 1 to 60
for the amount of minutes to wait before blanking the screen.  To
disable the screen blanker completely, start SAS with the command
line SAS V=0.

*****************************************************************
THE TUTORIAL
*****************************************************************

Software programs today are much criticized for their
"unfriendly" documentation.  However, the SAS documentation is
VERY FRIENDLY.    It has been written to expose you to ALL the
features of SAS, through a compact "tutorial" that is easily
completed in a short time.  You will find SAS so easy to learn
and use that you may feel the tutorial is unnecessary; so please
do not rush through or skip it, as you might miss out on a
feature or function that is vital to your intended use.

SAS will best be learned by using it.  In order for you to begin
using the program right away, some sample data has been included
for you to experiment with.  This sample data is based on the
product line of an average retail computer store that carries a
complete line of PC related products.  You will be able to see
how SAS would be used by a computer salesperson on a day to day
basis to automate his workload.

Note: The sample data provided is of a totally fictitious nature.
Any resemblance to actual individuals, company names, or product
part numbers is purely coincidental.

The tutorial will NOT give direct references or instructions to
any of the data in your sample files, but will give you a feature
by feature tour through the SAS program.  You are free to work
with the sample data in any manner (add, delete, or modify
records) as you experiment with the program.

When you have finished the tutorial, you should execute the
DELTUT.BAT batch file to delete the sample files.  SAS will then
automatically create new, empty data files for your personal use
the next time you load it.

*****************************************************************
THE MAIN MENU
*****************************************************************

After loading the SAS program, you will see the Main Menu screen.
There are seven possible menu selections from which to choose.
Menus can be selected by either moving the highlight bar with the
arrow keys, or by pressing the first letter of the menu title.
Each of these menu selections will be discussed in detail on the
following pages of this documentation.


The current system date will always be displayed in the upper
left corner of your screen, as will a prompt for the help screens
[F1] in the upper right corner.

Help Screens

Throughout the entire SAS program, context sensitive help is
available by pressing the [F1] key.  Context sensitive means that
the help screen you see will be directly related to the area of
the program for which you are requesting help.    This allows you
to gain assistance quickly and easily for the area of SAS you are
working in.  The help screens will show you all of the possible
keystroke functions available for the program area help was
requested for. There are over 25 complete help screens in all,
which will relieve you of referring to this manual (after
completion of the tutorial).

*****************************************************************
CLIENT DIRECTORY
*****************************************************************

The first selection from the main menu screen is the Client
Directory. All of the detailed information on your customers and
prospects is maintained here.  Select the Client Directory by
positioning the highlight bar on that choice and pressing the
[ENTER] key.

Table View

When first accessing the Client Directory, you will see a
scrolling table list of existing clients and their phone numbers.
Client names will be sorted in alphabetical order for easy
location.  Use the [UP] and [DOWN] arrow keys to move up and down
the list to view client names not visible on the first screen.
You can also use the [PGUP] and [PGDN] keys to move 14 client
names at one time.  Pressing the [CTRL-PGDN] and the [CTRL-PGUP]
key combinations will take you to the last and first client on
your table list respectively.

Quick Find

As your list of clients grows, you will need to find a client in
a faster manner than using the [UP] and [DOWN] arrows or [PGDN]
key. This is where the "Find Client" box at the top of the table
is used. Notice that the cursor is actively blinking in this box
at all times. You can begin typing the name of a client, and the
scrolling list will automatically conduct a "Quick Find" on the
criteria you type, moving you to the first client name that
matches what you have typed.  The search procedure is very
intelligent, in that typing a "J" will take you to the first name
beginning with "J", and then typing an "o" will take you to the
first name beginning with "Jo" and so on.  Searches are NOT case
sensitive ("A" is the same as "a") and search time will be nearly
instant, no matter how large your database grows.


Form View

When you have highlighted the client you wish to view (or edit)
on the scrolling table list, press the [ENTER] key to activate
the form view. The form view presents you with a data entry
screen where the detailed information on each client is entered
or updated.  While most of the information on this screen will be
straightforward, a few items will benefit from the additional
instruction that follows.

1)   The client name field is the only field on the form that is
     "required".  You will not be able to move to the next field
     without making an entry here.  Also, since the table list
     will eventually be sorted into alphabetical order, you
     should enter the last name first.

2)   The address #2 line should be used to enter building names,
     suite numbers, apartment numbers, etc..

3)   When you enter an obvious numeric field (zip codes, and
     phone numbers) the [NUMLOCK] key on your keyboard will
     automatically toggle ON.  When you leave this field, it will
     toggle OFF.

4)   Information you type in the "Comments" field at the bottom
     of the form will automatically word-wrap when words reach
     the end of a line. You can also use the [INS] and [DEL]
     keys to toggle insert and delete text (as you do in most
     word processors).

5)   The information you enter will be saved to disk when you either:
     a) Press [ENTER] from the last line of the comments field,
    or
     b) Press [CTRL-ENTER] after entering data into any field on
    the form.

6)   You can exit the data entry process without saving edited
     fields by pressing [CTRL-ESC].

Adding a New Client

To add a new client to the client table list, press the [INS] key
from the table view.  A blank form view screen will appear, with
the message "RECORD WILL BE ADDED" displayed at the top of the
screen.     Refer to the form view documentation for details on the
different editing keys available.  When you have completed the
data entry for your new client, you will be returned to the table
view, with the highlight bar positioned on their name (sorted in
alphabetical order).


Deleting an Existing Client

To delete a client PERMANENTLY from your client table list,
position the highlight bar on the client name you wish to delete
(while in the table view) and press the [DEL] key.  The form view
screen will appear for that particular client with the message
"PRESS [ENTER] TO DELETE" at the top of the screen.  This process
is a confirmation required before any records can be deleted.
Pressing [ESC] will abort the deletion procedure.

Printing a Single Client Record

To print a single client record, position the highlight bar on
the client desired (while in the table view) and press the [F2]
key.  All of the data you have entered for that particular client
(including the comments field) will be sent to your printer in a
formatted report.

*****************************************************************
PRODUCT INVENTORY
*****************************************************************

The second selection from the main menu is Product Inventory.
This is where the data for all your inventory items will be
maintained.  Select the Product Inventory database by positioning
the highlight bar on that choice and pressing the [ENTER] key.

Table View

When you access the Product Inventory selection, you will see a
scrolling table list of your existing inventory part numbers,
their product descriptions and the sale prices you have
designated for each item as "Class 1" (refer to the form view
documentation later in this section for more information on price
classes).  The inventory items will be sorted in alphabetical
order by their part number to allow for easy item location.  Up
to 14 items can be viewed on the screen at one time.  Use the
[UP] and [DOWN] arrow keys to move up and down the list to view
items not visible on the first screen.    You can also use the
[PGUP] and [PGDN] keys to move 14 items at one time.  Pressing
[CTRL-PGDN] and [CTRL-PGUP] will take you to the last and first
inventory item in your directory respectively.

Quick Find

As your product inventory list grows, you will need a way to find
an item faster than using the arrows or [PGDN] key.  This is
where the "Find Part Number" box at the top of the table is used.
Notice that the cursor is actively blinking in this box at all
times.    You can begin typing the part number of an item, and the
scrolling list will automatically conduct a "Quick Find" on that
criteria, taking you to the first part number that matches what
you type.


Form View

When you have highlighted the inventory item you wish to view or
edit on the scrolling list, press [ENTER] to activate the form
view.  The form view presents you with a data entry screen for
detailed information on this inventory item.  A description of
the data you may enter is listed below:

1) PART NUMBER-      The part number you reference this item with.

2) DESCRIPTION-      A full description of the item.

3) ITEM COST-      Enter the price your company will actually
          pay for this item.

4) MFG RETAIL-      The manufacturers suggested retail price.

5) TAXABLE?-      Select Yes or No for this items sales tax status.

6) PRICE CLASS      SAS allows you to maintain and use
   1, 2, & 3 -      three individual price schedules. Although
          you are free to set these price classes up as
          you desire, a general rule to follow would be
          to use "Class 1" for your normal sale price
          and "Class 2 & 3" for a volume discount prices.

Note:  Default selling price "suggestions" are given when you
enter or change the item cost.    These prices are based on the
DEFAULT MARGIN percents you enter in the COMPANY INFORMATION file
from the UTILITIES Menu.

7) VENDOR NAME-      Enter the name of the vendor you purchase
          this item from regularly.     Notice that this
          field does not accept direct data entry, but
          rather asks you to choose the name from a
          table list of the vendors in your vendor data
          file.     Data for new vendors can be entered
          "on the fly", or through the "update vendor
          list" utility menu selection.     While you are
          viewing existing vendors from this table, you
          may press the [CTRL]-[ENTER] key to view or
          edit their respective information.  See the
          "update vendor list" section of the utilities
          menu documentation for additional reference
          to vendor data input.

8) EXTENDED DESCRIPTION-   Use this area to enter free form
          text about this product's features, etc..
          These comments will be printed on each
          invoice after the item description.

9) NOTES OF IMPORTANCE-       Enter here lines of information
          that you may wish to note on this item that
          WILL NOT print on invoices.  A common entry
          would be: "Check this items cost often"


More Notes on the Inventory Data Entry Form:

1)    When you enter an obvious numeric field (like the price
    fields) the [NUMLOCK] key on your keyboard will
    automatically toggle ON. When you leave this field, it will
    toggle OFF.

2)    Information entered will be saved to disk when you press
    [ENTER] from the last line of the comment field (unlike the
    client form, the inventory form will require data to be
    entered in the vendor reference field, and will stop there
    when [CTRL]-[ENTER] is pressed.

3)    You can exit the data entry process at any time without
    saving any changed fields by pressing [CTRL-ESC].

Adding a New Item to Your Inventory

To add a new item to the Product Inventory file, press the [INS]
key while in the table view.  A blank form view screen will
appear, with the message "RECORD WILL BE ADDED" displayed at the
top.  Refer to the "form view" documentation under product
inventory for a complete description of the entry fields.  When
you have completed the data entry for the new item, you will be
returned to the table view, with the highlight bar positioned on
the new part number (sorted in alphabetical order).

Deleting an Existing Item from Your Inventory

To delete an item PERMANENTLY from your inventory file, position
the highlight bar on the part number you wish to delete (while in
the table view) and press the [DEL] key.  The form view screen
will appear for that particular item with the message "PRESS
[ENTER] TO DELETE" at the top of the screen. This process is a
confirmation required before any records can be deleted from the
file.  Pressing [ESC] will abort the procedure.

Viewing the Extended Description on an Inventory Item

Sometimes it will be desirable to view the extended description
on an item while scrolling through the table list.  You could
simply highlight the item and press the [ENTER] key, but what if
a client was also present with you and you did not want them to
see the item cost?  When you position the highlight bar on and
item and press the [F2] key, the comments entered for that item
will pop to the screen.     Pressing [ESC] clears the display to the
previous screen.

Viewing the Notes of Importance on an Inventory Item

For reasons noted above, this information can be displayed from
the table list by pressing the [F3] key.


*****************************************************************
ORDER ENTRY
*****************************************************************

The Order Entry section of SAS is the area you will most likely
utilize the most.  It is the most powerful and integrated part of
the entire SAS program.     In fact, the entering of client names,
inventory items, vendor names, payment methods and terms can even
be performed through the order entry menu.  This flexibility has
been included in SAS to allow the entering of a NEW data "on the
fly", while the order entry is in progress, rather than having to
exit and switch to the appropriate menu selection.

Order List Table

When you access "Order Entry", you are first presented with a
table view of all existing orders.

Note: The term ORDERS is used in this documentation as a general
rule. SAS tracks both quotations and invoices and allows you to
convert one to the other at print time.

The table is sorted in alphabetical order, by the name of the
client the order is for.  Also visible is a reference line that
distinguishes quotations from invoices (by labeling them with a
"Q" or an "I" in preface to the description), followed by the
order date.  The reference line will allow you to identify what a
particular order is for.

Quick Find

As you have seen in the Client and Product Inventory database
files, a FIND ORDER box is displayed  at the top of the table.
When the list of orders in this database file has grown to a
length larger than one screen can display, you will rely on this
"quick find" box to locate order records by just beginning to
type the client name.


Adding a New Order

While in the table view of existing orders, press the [INS] key
to add a new order to the table list.  A window will pop up
asking you for the following information:

1)  ORDER NUMBER-    This number automatically assigns itself to
            the next highest available number (within the
            given range of 1-999999) that is not in use.
            You may edit it if you choose (to match pre-
            printed forms), but it is recommended to
            accept the number it defaults to.

2)  QUOTATION/INVOICE-    Select the appropriate order type from
            the pop up menu (you can define an order
            initially as a quotation and change it to an
            invoice later).

3)  CUSTOMER NAME-    When you reach this entry, your client table
            list will appear, allowing you to select the
            client name for this order.  If the order is
            for a first time customer whose name does not
            appear in the table, you can enter their name
            and address "on-the-fly" into your client
            file by pressing the [INS] key from the
            client table list screen.

4)  REFERENCE-        This entry is optional, but is very much
            recommended. It will allow you to type a
            description of the order, that will display
            on the table list, assisting you in
            distinguishing it from other orders.

5)  DATE-        The current system date will be the default
            entry, but may be changed if needed.

6)  PRICE CLASS-    Price class 1 will be the default entry,
            while 1, 2 or 3 are acceptable in this field.
            Refer to the "product inventory"
            documentation for more information on price
            classes.

7)  TAX RATE-        The tax rate you enter in your COMPANY
            INFORMATION file will default here, but may
            be edited to the rate applicable to this order.

After you enter the tax rate, the order entry screen will briefly
appear, and the table view of your inventory, with the associated
price from the price class you designated will display.     You are
now ready to select the first item for the order.


The Main ORDER ENTRY Screen

When you have selected the first item for the order (every order
must have at least one item), the main order entry screen will be
displayed. This screen will show the client name, address, phone
number and all pertinent information to the order.  The ordered
items will be listed in the center of the screen in a scrolling
table.    There is no limit to the number of items allowed for a
given order.  If necessary, you can use the [UP] and [DOWN] arrow
keys to scroll to items out of view. The lower left corner of the
screen will display the     monthly payments based upon the finance
rates that you enter in the COMPANY INFORMATION file.  The lower
right corner of the screen will maintain a running subtotal,
sales tax and order total each time you add or delete items from
the order list.

Adding a New Line Item

To add a new item to the order, press [INS] from the main order
entry screen.  Your inventory table will appear.  You can locate
items in the same manner you did in the product inventory
section.  You can even enter a new inventory item "on the fly" by
pressing [INS] when the inventory table is displayed.

Once the desired item has been highlighted, press [ENTER] to
select it, and a new window will appear, asking you to enter the
quantity and optionally to change the line item price.    If you
choose to change the price, it will apply to this order only and
not the change price in the master inventory file.  When you
accept the price, the new line item will appear at the bottom of
your order entry item table display, with all totals, taxes and
payments updated as well.

NOTE:  When prompted to edit the price, you may press ALT-F1 to change
       the item price to Price Class 1, ALT-F2 for Price Class 2, and
       ALT-F3 for Price Class 3.  This will save you from having to look
       at the complete Inventory Detail Form for discount pricing.

Viewing Item Comments

Since order entry is occasionally done in the presence of the
client, a facility has been provided to allow viewing the item
comments.  Press [F2] while the desired item is highlighted and
the comments window will appear.

If you need to access the entire data entry form for an item, you
may do so by positioning the highlight bar on that item and
pressing [CTRL]-[ENTER].  Be aware, however, that this will
display all of the (sometimes confidential) information on that
item.

Deleting a Line Item

To delete an item from the displayed order, position the
highlight bar on the desired line item and press [DEL].     You will
be asked to press [ENTER] for confirmation of the deletion.


Changing a Line Item

To change an item on the displayed order (either item, quantity,
or price), position the highlight bar on the desired item to be
changed and press [ENTER].  You will be returned to the inventory
table, with the highlight bar positioned on the default item.
You may select a new item, or just press [ENTER] again to change
the quantity or price.

Viewing the Order Cost

One of the features most lacking in invoicing and quotation
software, is the ability to know the cost of an order at the time
it is being prepared.  Without this knowledge, giving a discount
or reducing a line item price is a blind proposition at best.
SAS solves that dilemma! Just press [ALT]-[C] to display a pop up
window over your order entry screen, and the cost, profit and
margin percentage will be displayed. Press the [ESC] key to
remove the window from display.

The Order Detail Screen

The Order Detail Screen is accessed by pressing [F2] from the
order entry screen.  It is here that final order data is entered
or updated before the invoices and order detail tickets are
printed.  Data may be entered without printing the invoice or
order detail ticket, allowing you to maintain the most current
information on a quote.     The following is a list of each item
requested on the order detail screen, along with a description of
that item:

1)  QUOTATION / INVOICE-   Make your selection from the selection
               bar for the type classification on this order.

2)  ORDER DATE-     This will default to the date you entered when
         the order was created. You may optionally change it here,
         if the date you are printing differs from the date the order
         was originally prepared. Since this date is also the date
         which displays on the order list table, it could alternately
         be used to track a "last contact date" on a quotation.

3)  SALES TAX PCT- The percentage of sales tax to be added to
           the subtotal. You will have already entered this percentage
           when the order was created and is only presented here for an
           optional change that may be required.

4)  SALESPERSON-   Enter the full name of the salesperson
           responsible for this order.

5)  TABLE REFERENCE-   This entry will allow you to edit a
               previously entered description of the order that
               displays on the order list table.


6)  METHOD OF PAYMENT- When you reach this field, a table list
               will display allowing you to select the method of
               payment this client will use. Adding a new method
               here can be accomplished "on the fly", or through
               Utilities Menu, discussed later.

7)   PAYMENT TERMS-   Following the identical procedure as "method
              of payment", select the terms your company will offer the
              client on this order.

8)   PURCHASE ORDER #- If applicable, enter the purchase order
           number for the order. Note, however, that the [NUMLOCK] key
           will not toggle ON in this field, to allow the entry of
           alpha and numeric characters.

9)   CREDIT CARD #-   Following the identical procedure as above,
              enter the credit card number, if applicable.

10)  EXPIRATION DATE- If a credit card was used on this order,
              the expiration date should be entered here.

11)  SURCHARGE-        This field is provided to allow those companies
            who "charge back" the surcharge, credit card companies
            charge them, to their clients, to enter that percentage
            here. The percentage you enter will be multiplied by the
            order subtotal and then added to the order (this amount is
            also subject to sales tax calculation). The surcharge
            percentage should coincide with the percentage the
            respective credit card company charges you for handling the
            transaction.

Note:  The surcharge percentage could optionally be used to add
interest to an invoice, if it is being re-issued for late
payment.

12)  COMMENTS-       Any free form comments that need to be printed on
           the invoice are entered here. They will also display at the
           bottom of the order entry screen.

13)  SHIP TO ADDRESS-      If the order is being shipped to an
           address that differs from the address of the client who
           placed the order, enter the associated information here.

You can save the information entered without printing by either
pressing [CTRL]-[ENTER] from a field after the terms field, or
pressing [ENTER] through each individual field on the screen.

Printing an Order

To print an order on your printer, press the [F2] key while the
order detail screen is displayed (be sure you have updated all of
the necessary information on this screen first).


Printing an Order Detail Ticket

The order detail ticket will be of great benefit to the person
responsible for acquiring all of the items on that particular
order. When it is printed (by pressing [F3] from the order detail
screen), a page with the following information will be printed:

1)    Client name.
2)    Client phone number.
3)    Salesperson.
4)    Individual line items on the order.
5)    The associated vendor source name.
6)    The associated vendor phone number.
7)    An order summary that shows the estimated total profit.

Deleting an Existing Order

To delete an order PERMANENTLY from your order files, place the
highlight bar on the order desired in the order list table, and
press the [DEL] key.  A window will appear asking you to press
[ENTER] to confirm the deletion.  Be certain that this is what
you want to do BEFORE you do it, as deleted orders are NOT
recoverable.

Maximums for Order Entry

The Order Entry module can accept quantities sold up to 99,999.
The maximum amount for any line item total (as well as the total
order) is $999,999.00


*****************************************************************
VENDOR DIRECTORY
*****************************************************************

The funtionality of the VENDOR DIRECTORY is identical to that of
the CLIENT DIRECTORY with one exception:

VENDORS are automatically assigned a vendor number when added to
your database files.


*****************************************************************
UTILITIES
*****************************************************************

The Utilities Menu provides access to data files used as look-up
items in other areas of SAS, as well as other "housekeeping"
tasks.    A list of the menu selections available and their
functions follow:

Update Payment Methods

Select this option to add new payment methods your company
offers, or delete those you no longer offer.

Update Payment Terms

Select this option to add new payment terms your company offers,
or delete those you no longer offer.

Pack Order Files

When you delete records from order entry, the data still resides
on disk, but it is marked in such a way that SAS cannot retrieve
or display it.    PACKing the order files will allow you to
physically remove the records from the disk and regain the disk
space for optimal use in other areas.  You should execute the
"PACK ORDER FILES" menu selection in relative proportion to the
amount of orders you delete.

There is no limit to the size your data files may grow to (other
than the limit of your hard disk size), so be sure to keep as
much free space on your disk drive as possible.

Update Company Information

The company information screen is where you tell SAS about your
own company and system default preferences.  This information
will be used in report and invoice generation to identify your
company name, address, applicable finance payments, etc.. Most of
the data on this screen is self-explanatory, but a few items
require special mention.


1)    SALES TAX PCT:    Enter the sales tax percentage applicable to
            retail sales in your area.  While you will
            have the ability to change this percentage on
            any order you create, the number you enter
            here will be used as the default percentage
            when an order is added to your files.

2)    COMMENTS:    Use this area (three individual lines) to
            enter promotional statements about your
            company. Each line will be centered and
            printed on the bottom of your invoice page.
            Entering data such as your business hours and
            up-coming sales would prove to be most
            beneficial.

3)    DEFAULT MARGINS: Enter here the profit margin percentage you
            normally would wish to maintain for each
            price class.

4)    FINANCE RATES:    The numbers you will enter here are the RATE
    & TERMS        FACTORS (not the APR rates) that will be used
            to calculate the monthly payments that appear
            on the order entry screen. Describe the TERM
            length as well in the field just prior. Check
            with the finance company you use if you are
            uncertain about the particular rate factor.

5)    PRINTER EMULATION: Select either IBM or EPSON emulation for
            your installed printer.     Basically the
            difference will be in the line drawing
            capabilities available with IBM emulation.


MASS UPDATE INVENTORY PRICING

This option will adjust EACH PRICE CLASS for EVERY ITEM in your
inventory to equal the DEFAULT PRICE that was displayed for that Class.
This option can be very benificial for those who always want to sell at
a specific margin of profit, and their wholesale costs change frequently.

It can also be very destructive, as the previous prices that were entered
will be GONE, and can only be restored through manual re-entry.


*****************************************************************
REPORT GENERATION
*****************************************************************

The following is a list of the Report Generation menu titles and
their report functions:
-----------------------------------------------------------------
Print Client List

This report will print your entire client list, on a six client
per page report format.
-----------------------------------------------------------------
Print Complete Inventory List

This report will print your entire inventory list showing all
associated price classes (including cost).
-----------------------------------------------------------------
Print Inventory List (Class-1)

This report will be useful for companies who wish to distribute a
price list to their clients.  It will list the part number,
description, manufacturers retail price and your Class 1 price
for every item.
-----------------------------------------------------------------
Print Inventory List (Class-2)

Identical to the report on Class 1 pricing, with the exception
that Class 2 is substituted for Class 1.
-----------------------------------------------------------------
Print Inventory List (Class-3)

Identical to the report on Class 1 pricing, with the exception
that Class 3 is substituted for Class 1.
-----------------------------------------------------------------
Print Vendor List

Identical to the client report, printing data for your vendors.
-----------------------------------------------------------------
Order Summary Report

Order summary reports allow you to generate totals on your
quotations or invoices by date ranges.    The printout will show
the order date, client name, order reference, order total, cost,
sales tax collected, profit, and margin for the date range you
specify.  This will be useful for monthly sales total reports and
unsold quotation reports for use in follow up calls.

*****************************************************************
EXIT TO DOS
*****************************************************************

Highlight this menu selection and press the [ENTER] key to exit
SAS and return to DOS. To insure data security, be sure to back
up your files on a regular basis!


*****************************************************************
IF THE "OUT OF MEMORY" ERROR OCCURS
*****************************************************************

If your data files grow to a size larger that your computers
emory can handle, an "OUT OF MEMORY" error will occur.
This problem can be solved by adding extended or expanded memory
to your computer and assigning it to a RAM drive.
RAM drives are set up with the VDISK or RAMDRIVE utilities that
are supplied through DOS.  Consult your DOS manual for setting
up a RAM drive before making the following additional change.
Add this line to your AUTOEXEC.BAT file so that SAS will
recognize and use the additional memory:

SET CLAVM0=path,size,M
Where:    path = the drive and directory path of the RAM drive.
    size = the maximum number of KB to allocate.

If you are confronted with this error BEFORE you have installed
additional memory in your system, you may allocate free hard disk
space as VIRTUAL memory. In this case add this line to your
AUTOEXEC.BAT file instead:

SET CLAVM0=C:\VIRTUAL,512

*****************************************************************
Note: References made to other company or product names in this
documentation, are in consideration of their respective
trademarks.
*****************************************************************


*****************************************************************
LICENSE AGREEMENT
*****************************************************************

SAS is Copyright (C) 1989, 1990 by Software Innovations.
SAS is not, nor has ever been, public domain or free software.
SAS is distributed under the SHAREWARE software concept.

Non-registered users of SAS are granted a limited license to use
SAS for an evaluation period (not more than 30 days), in order to
determine if it will suit their needs.    Any other use of SAS or
use past this evaluation period requires registration.

A registered copy of SAS must be treated like a book, in that the
same registered copy of SAS may not be used in more than one
computer at the same time.

All users are granted a limited license to copy the SHAREWARE
VERSION of SAS only for the purpose of allowing others to try it,
subject to the above restrictions as well as:

SAS must be distributed in absolutely unmodified form, including
ALL program, documentation, and other files.  (This is can be
accomplished by distributing the SAS40.EXE self-extracting
SHAREWARE installation file.)

Bulletin Board system operators may post SAS on their BBS for
downloading by their users without written permission only if the
above condition is met (or a ZIP'ed version of the same), and
only if no special fee is necessary to access the SAS file (a
general fee to access the BBS is permitted).

REGISTRATION AND ORDERING INFORMATION

Registering SAS allows you to use the product after the
evaluation period. Registered SAS users will receive the latest
version of SAS (with all SHAREWARE screens removed), access to
our telephone support line, and notification of all program
updates and enhancements by First Class mail.  Most importantly,
registered users know they are helping to make sure that high-
quality software like SAS continues to be sold in this low-cost
way.

The SAS registration fee is $69.00 (U.S. Funds).  We accept
Checks, Money Orders, MasterCard and Visa.

An evaluation disk with the current copy of SAS on it is
available for $12. This is to be used to try out SAS, and does
not include registration. The fee covers the cost of postage,
diskette(s), and handling.

*****************************************************************************
SAS REGISTRATION FORM

Remit to:
Software Innovations
18631 N. 19th Avenue
Suite #128-240
Phoenix, Arizona  85027
*****************************************************************************

Qty    Item                      Price          Total

_____    SAS Registration...................    @ $69 ea.    $_________
    (includes registration, latest disk(s),
    phone support, and update information)

_____    SAS evaluation disk(s).............    @ $12 ea.    $_________
    (includes SHAREWARE program and manual
    on disk, but not registration)

PAYMENTS FROM OUTSIDE THE UNITED STATES MUST BE IN U.S. FUNDS!

    Sub-Total                        $_________

    Arizona residents please add 6.7% Sales Tax        $_________

    Shipping and Handling                    $ FREE

    Total Registration Fee                    $_________

****************************************************************************

Payment by:    ( )Check    ( )Money Order    ( )MasterCard    ( )Visa

Name: ____________________________________________________________________

Company: _________________________________________________________________

Address: _________________________________________________________________

Day Phone: (______)____________________

Eve Phone: (______)____________________

FAX Phone: (______)____________________

Credit Card #: ___________________________________________________________

Exp. Date:  ______________________________________________________________

Signature:  ______________________________________________________________



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Where did you obtain SAS?


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