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1990-06-15
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SALES-BIZ
Vs 1.2
This program is for those needing a sales tracking program to
maintain customer and product sales. It also provides for sales
contacts and sales logs. Various daily, period and to date sales
reports are provided.
The program uses table lookups and scrolling record windows
for ease of use. Sales can be entered in the order of dates,
customers or products. A lot of automation is built into the
program and could be confusing at first. After becoming familiar
with the auto prompts however, I think you will find the program
to be very easy to use.
Requirements for the program are at least 512k ram, a hard disk
drive and proper CONFIG.SYS file installed in the root directory. See
CONFIG.SYS below. The program uses many files and you may have to
increase the files and buffers in your present CONFIG.SYS file if you
have one.
To install the program, you should create a new directory and
copy the program into it. It will create several data files and
should be placed in a directory of it's own. For two floppy drives,
place the program disk in drive B and enter B:SALBIZ at the A
drive prompt. This will create the data files in your drive A.
Make sure to label the disks for future uses.
The program also has a screen saving feature that will blank
the monitor after 10 minutes of inactivity. This can be very useful
for those wanting to keep the program up for logging contacts, etc.
If you like the program, registration is 35.00. You will then
be sent the registered version and a program to rebuild the index
files should you ever have have need of it.
Your support is appreciated. Feedback is welcome.
I. J. Smith
9795 Rustling Oaks
Baton Rouge, La. 70818
QUICK START
You will need to first establish customer and product files in
order to enter sales. You may also want to enter sales contacts for
the various companies you do business with. Use the main menu
options "Company File", "Products File", and "Maintain Contact File"
to start off with until you are more familiar with the program. The
"Company File" is for the customers or companies you wish to keep
sales amounts and other information on.
You will find many automatic window prompts thruout the program.
For example; if no records exist in a file, the program will display
a data entry window for your first record automatically. Where
appropriate, lookup tables will also be displayed for your choices
automatically. As with most programs, you should experiment with
test data until you feel comfortable enough to install it for more
permanent uses.
To add new records within the record tables, simply press the
INSert key. A data entry window will appear to allow you to enter
the needed information. A message line will appear with "Record
will be added." This status message will be found on most data
entry windows near the top line. Press the ESC key to cancel or
exit screens.
To change information, highlight the record using the cursor
keys and press the ENTER key. The message line will read "Record
will be changed". You do not have to step thru all the data fields
in the data entry windows. You can simply press the CTRL and ENTER
keys simultaneously instead. This becomes a must when entering
note fields in the customer and sales log records.
To delete a record, press the DELete key when the selected
record is highlighted. The data entry window will appear with the
message "Press Enter to delete". Pressing the ENTER key will then
remove the record or you can press the ESC key to cancel.
Although the cursor keys can be used to scroll thru the tables,
the PgUp and PgDn keys can also be used for full screen changes.
Pressing the CTRL key with the PgUp and PgDn keys will place you at
the beginning or end of the file.
As you can see, data entry is very easy in this program. It
eliminates the need for a lot of paper shuffling to find account
numbers, etc.
SALES ENTRIES
As noted above, you can enter sales data by date, company, or
product. A popup menu will allow you to choose your preference.
The actual data entry windows are not changed. Your choice simply
displays the records in the order chosen and makes it easier to
insert, change or delete records.
NOTE: The customer and product files are updated with each
entry or deletion. This becomes important when you wish to delete
the sales records for a new period. Use the "Reset Sales" options
for the deletions instead. This will leave the to-date sales figures
in the customer and product files intact.
As described above, the product or customer tables can be
displayed for your choices by simply pressing the ENTER key at the
blank prompts. Data entry consists of date, customer, product,
quantity and total amount of sale.
CONTACTS
Use the contacts file to maintain contacts for various customers.
These are tied to the customer Company file. The company phone number
will automatically be inserted. A second number is provided for.
A notes field is also provided for various information you may
want to record. You may want to keep them brief if you will be
listing them to your printer. Use the combination CTRL-ENTER keys
to save the records.
LOGS
This option is for those needing to log their sales contacts.
It provides for date and time of contacts. A separate Type of
Activity file is also provided for lookups. This feature can tie
several messages together for printing options which allow for a
listing by Type of Activity.
A notes field is provided for your use. Use the combination
CTRL-ENTER keys to save the records.
SALES REPORTS
Reports are provided for day, period and total sales. The day
sales report option will prompt for a date to be listed. Use as
needed.
The period sales reports will list all current sales entries
in the sales file. The program allows for reports by products as
well as by dates and customers.
The Total Sales report will list period and to date totals
only. As mentioned earlier, these amounts are posted as sales are
entered. This makes for a faster printing report. Some reports can
be printed by company as well as by products.
FILE LISTINGS
Most of the file listings are straight forward. Use as
needed.
The labels option allows for printing customer name and address
labels.
The program also allows the listing of logs by Types of
Activity. An automatic table prompt is provided for your choice
of listings.
FUNCTION KEY USAGE
The following keyboard keys are used in the multiple record
table windows. A popup window will appear from these keystrokes.
A description of the action will appear in this window such as
'This record will be added' or 'Press ENTER to delete'. You can
press the ESC key to cancel or in the case of the deletion, press
ENTER and the record is then removed. You may find it easier to
add records by being situated where you want to add the record...
thus the use of the INSert key.
KEY FUNCTION
------- ---------------------------------------------
INSert Used for adding new records. Record will
automatically be inserted in proper position.
DELete Used for deleting highlighted records.
ENTER Used for changing highlighted record or for
for auto lookups.
ESC Cancel or exit.
ARROWS These keys are used to scroll thru the records
one at a time.
PgUp Displays previous window of records.
PgDn Displays next window of records.
CTRL PgUp Displays records from beginning of file.
CTRL PgDn Displays records from end of file.
LOCATOR Locator fields are used to locate records more
quickly. As you enter the number desired, the
program will try to highlight the record or the
nearest one found.
The data entry windows are fairly straight forward. You simply
add or change data as needed with the ENTER key. Use of the ESC key
can also restore data if you wish. The ARROW keys can also be used to
step thru the data fields. If your data is correct, you can also
press CTRL ENTER and not have to step thru the fields.
Lookup fields are also used thru-out the program. Tables will
usually automatically appear for your choices. Simply use the arrow
keys to highlight your choice and press ENTER. When the tables are
displayed for your choices, you may also INSert new records or DELete
records in the displayed tables.
-----------------------------------------------------------------------
CONFIG.SYS file
As stated above, the program will not work without a proper
CONFIG.SYS file in your root directory. It should contain lines of
code such as:
files=30
buffers=24
You can use your editor to check for these lines of code. If
you do not have this file in your root directory, use your editor to
create one or copy the one named CONFIG.DTA included with the
program and rename it CONFIG.SYS. It must be in your root directory
and becomes effective when system is first started. If you get an
error message that there are too many files, you can be fairly sure
that this file is your problem.
This file can be sent to your printer for reference by entering
the following at the DOS prompt:
COPY SALBIZ.DOC LPT1:
================================================================
DISCLAIMER
----------------------------------------------------------------
USER ASSUMES ALL LIABILITIES IN THE USE OF THIS APPLICATION. DUE
TO THE NATURE OF THIS PROGRAM AND THE MANY VARIOUS COMPUTERS AND
OPERATING SYSTEMS BEING USED, IT IS THE USER'S RESPONSIBILITY TO
INSURE THE FITNESS OF THE PROGRAM FOR IT'S INTENDED PURPOSE. THE
APPLICATION HAS BEEN TESTED. HOWEVER, IT IS STILL THE USER'S
RESPONSIBILITY TO UNDERSTAND AND USE IT PROPERLY. NO WARRANTIES
ARE EXPRESSED OR IMPLIED. AS WITH ALL COMPUTERS, BACKUPS OF ALL
IMPORTANT DATA FILES SHOULD BE MADE PERIODICALLY.
================================================================
OTHER AVAILABLE PROGRAMS IN THIS SERIES
SALES LOG Product file, customers, sales, sales taxes,
department sales, POS invoices...other.
EASY INVENTORY Purchases, sales, locations, vendors, send
reports to screen, file or printer...many
features.
Note: A special version of Sales Log is
available to interface with this program.
WYS-AR Keep up with those receivables, send statements
with this easy to use program.
EASY QUOTE Price quoting program with product prices, costs,
cost percentages...
EIMS Equipment Inventory & Maintenance Scheduling
Locations, costs, time scheduled maint...
BID BIZ Power estimating. View estimates and reports
on screen...many features.
LITE COST Keep up with all those miscellaneous costs that
always seem to get lost around the office.
- OTHERS -