HELP INDEX
DISKETTES
INSTALLING SBI
INSTALLING
COMPANY SCREEN
POPUP MENU
COMPANY POP
GETTING HELP
ADDING A COMPANY
COMPANY ADD
EDIT A COMPANY
COMPANY EDIT
DELETE A COMPANY
COMPANY DELETE
COMPANY SETUP
PASSWORDS
PASSWORD
SELECTING A COMPANY
COMPANY SELECT
QUITING SBI
QUIT SBI
CUSTOMER SCREEN
END OF MONTH
INVOICE HISTORY
HISTORY
INVENTORY SCREEN
ACCOUNTS
LIST INVOICES
EXPENSES
NON INVOICE
PAYMENTS
CUSTOMER PAYMENTS
INVENTORY LIST
APPOINTMENTS
CUSTOMER LIST
INVOICE LINE ITEM LIST
LINE ITEM LIST
CALENDAR SCREEN
CALENDAR
QUOTES
QUOTE SCREEN
CHECK REGISTER
PHONE LIST
REVIEW INVOICE
RE-CALCULATE DATA
RECALC
RE-INDEX
REINDEX
LABELS
CUSTOMER LABELS
MAIL MERGE
CUST MAIL MERGE
DIAL CUSTOMER
DIAL
OTHER SCREENS
SEARCH AND SCAN
THE INVOICE INPUT PROCESS
INVOICE INPUT
RECEIVABLES
PRINTING INVOICES
PRINT INVOICE
INVOICE BROWSING
INVOICE ITEMS
FIND AN INVOICE
FINDING INVOICES
UNPAID INVOICES
UNPAID REPORT
REPORTS
COMMENTS
TECHNICAL SPECIFICATIONS
TECHNICAL
IMPORTANT
Note: Program changes at release time may slightly conflict with parts of
this booklet.
Diskettes Include
If 360K         :Three diskettes
If 720K or more :One diskette
Diskettes contain compressed files compressed with:
PKZIP (tm)  FAST!  Create/Update Utility  Version 1.02 10-01-89
Copyright 1989 PKWARE Inc.   All Rights Reserved.
PKWARE, Inc.
7545 N. Port Washington Rd.
Glendale, WI 53217
To install the program on your hard disk run the INSTALL program from
the SBI Install Diskette #1. Insert the SBI install diskette #1 in any
DRIVE, change to that DRIVE, and type INSTALL at that DRIVE prompt.
Next type the Path (Hard drive letter & directory) to install the
program files to and then press Enter. After an answer Y to (Is this
correct?), Install will uncompress files to your hard drive.
Example:                                  ÚÄÄÄÄÄÄÄÄÄÂÄÄÄÄÄÄÄÄÄÄÂÄÄÄ¿
ÚÄÄÄÄ¿             ³[]    ÚÂ¿³=======~==³ A ³
Place diskette ³ O--³ >in drive A ³     C³³³ÃÄÄÄÄÄÄÄÄÄÄ´   ³
ÀÄÄÄÄÙ             ³      ÀÁÙ³  ======~ ³ B ³
Type A:        and press Enter          ÀÄÄÄÄÄÄÄÄÄÁÄÄÄÄÄÄÄÄÄÄÁÄÄÄÙ
Type INSTALL   and press Enter
Screen will say C:\SBI    <- (Edit if you like)
Press Enter twice and screen says: Is this correct? (Y/N)  Y
Type Y      and Install will begin.
SBI makes no changes to your AUTOEXEC.BAT or CONFIG.SYS files BUT, you
must have a files=30 or more statement in your config.sys file.
AFTER INSTALLATION
Type SBI to start program. You will be prompted for a Company name and
number.
You Must Enter a Company Name and Company Number. A sub-directory will
be created with the company number you select. If your company
has no number, just choose a number such as "1" and enter it.
The company name is used on reports and invoices to describe who you
are.  The company number is used to place data so the program can find
it.  Valid company numbers are: A thu Z, 0 thu 9  or _.  Eight characters
or less. (no spaces).
COMPANY SELECT SCREEN
The first screen when entering the program is the Company Select Screen
and has a menu at the bottom of the screen:
ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿
³Jul 22, 1993 (Thursday)       4:09 PM 01  COMPANY SELECT SCREEN   (+) REINDEX³
³°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°³
³ÉÍÍ Company(s)  ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ»°°ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ»³
³ºBARKER COMPUTER SYSTEMS       º°°º Company  : BARKER COMPUTER SYSTEMS      º³
³º                              º°°º Company #: 1                            º³
³º                              º°°º Address  :                              º³
³º                              º°°º P.O.  BOX 10684                         º³
³º                              º°°º MIDLAND, TEXAS 79702                    º³
³º                              º°°º                                         º³
³º                              º°°º Zip:     -          Phone:(915)687-6419 º³
³º                              º°°º Print this on invoice?  (Y/N) Y         º³
³º                              º°°ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ¼³
³º                              º°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°³
³º                              º°°° Press Insert For Options. °°°°°°°°°°°°°°°³
³º                              º°°ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ»³
³º                              º°°º>CURTIS                     ³ FULL ACCESSº³
³ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ¼°°ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ¼³
³ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ»³
³º   F1 help  F2  add  F3  edit  F4  delete  F6 company setup  F7 password   º³
³º   F9  employee              Enter select company             F10 exit     º³
³ÈÍÍÍÍÍÍÍÍÍÍÍÍÍ Alt-Set calendar dates ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ¼³
ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ
*** Pressing INSERT calls a pop-list of options and the first item on the
list is highlighted. You may use your arrow keys to highlight other
items. Press return on a highlighted item to choose that item.
The pop-list is available at the Company, Customer, Appointment,
and Invoice screens.
*** Pressing F1 at a screen or data entry box calls help when available:
Help is not available when it was deemed not necessary
or possibly overlooked and left out but, help is generally
available throughout the program and is accessed by pressing
F1 at any time except while awaiting program execution.
General help window.
³   Menus are at the bottom of each entry screen and contain Function keys    ³
³   followed by the action they execute.                                      ³
³   You may also use Up or Down arrows, PageUp or PageDown to scroll.         ³
³   F10 or End keys to return to prevoius screen unless, "Escape to exit"     ³
³   is on screen.                                                             ³
³                                                                             ³
³   Boxes to left of screen contain key data you can search on by typing      ³
³   A through Z or 0 through 9  followed by as many keystrokes as you like    ³
³   and then Enter. If your keystrokes exceed the the length of the field     ³
³   you are searching, search will commence without perssing Enter.           ³
³   Boxes to right of screen contain data pertaining to the highlighted       ³
³   item in the box left of screen. This data can usually be added to by      ³
³   pressing F2, edited by pressing F3, deleted by pressing F4, printed       ³
³   by pressing F8, with other options listed at bottom of screen.            ³
³                           Memory >    100320  <-Current ram memory unused.  ³
The software uses function keys F1 thu F10 and Alt+letter combinations
shown at the bottom of the screens to select what you want to do.
*** Pressing F2  ADD NEW COMPANY
Do this if you have more than one Company or need a practice field.
This prompt also appears upon 1st time program entry.
ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿
³ COMPANY    ______________________________ ³
³ COMPANY #  ________                       ³
ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ
You will be prompted for a Company name and number. F1 for help.
*** Pressing F3  EDIT COMPANY NAME AND ADDRESS
³ Company  : BARKER COMPUTER SYSTEMS_______ ³
³ Company #: 1_______                       ³
³ Address  :                                ³
³  P.O. BOX 10684________________           ³
³  MIDLAND, TX___________________ < (put zip³here if you like)
³                                           ³
³ Zip : 79702-_______  Phone :(915)687-6419 ³
³ Print this on invoice? (Y/N)  Y           ³
You may edit Company name, address, zip and phone #. F1 for help.
*** Pressing F4  DELETE COMPANY
Delete this Company? (Y/N)  N
Company DATA in sub-directory: C:\SBI\1\
will remain until YOU remove it.
*** Pressing F6  COMPANY SETUP.......SETTING COMPANY DEFAULTS
ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿
³ Printer   1=Dot Matrix  Modem Initiate  ³
³ Port LPT1 2=Laser 1     COM3 +++ATL3DT  ³
³                                         ³
³ Invoice    Line Item    Tax        Tax  ³
³ Number     Columns     Default     Rate ³
³ 1000         Y            Y     0.07750 ³
³ Fiscal Year  Sound  Cursor  Screen Saver³
³ Starts 01/01  On Y  Fast Y   Delay  300 ³
³ Expanding window speed (1.02-6.00) 1.05 ³
ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ
To set or change default options such as printer, tax rate, fiscal year,
next invoice number, and mode  press the F6 key at the company screen and
select yourself at the employee screen. You will then be prompted for
printer, tax rate, etc. Press F1 for help at any entry box.
Note :Line item refers to invoice line item entries.
Normal is:
PART #      DESCRIPTION                                  TAX         AMOUNT
Column is:
PART #      QUANTITY    PRICE     DESCRIPTION       CODE TAX         AMOUNT
When done you may want to select one of the 50 color schemes or 8
border colors.  The top of the screen prompts:
USE UpDn ARROWS TO CHANGE COLORS, B TO CHANGE BORDER, D FOR DEFAULT,
C EDIT PRINT CODES (for more experienced users) PRESS RETURN TO ACCEPT.
*** Pressing F7 SETTING A PASSWORD
DO NOT SET AND FORGET A PASSWORD. IF YOU DO THIS CALL BARKER COMPUTER
SYSTEMS TO DECODE.  PASSWORDS ARE NOT EASY TO DECODE EVEN WHEN YOU KNOW
THE PASSWORD.
BARKER COMPUTER SYSTEMS  will need a current backup of your data to
decode a forgotten password.
There are two levels of passwords MAIN and EMPLOYEE and they are
optional.
Passwords are hidden and coded through the data files and not likely
to be decoded.
*** Pressing ENTER OR RETURN   (Select Highlighted Company)
(prompts for password if one exists) and
goes to:
Employee screen. Highlight employee, press enter, (type password if
EMPLOYEE SCREEN
one exists) and goes to:
Customer screen. Highlight a customer, press enter and goes to:
if any invoices for selected customer, Invoice screen for review.
INVOICE SCREEN
if not, prompts user  "No Invoices this Customer.           "
"Would you like to add one? (Y/N)  Y  "
if Y yes begins invoice input process.
if N no returns to Customer screen.
NOTE If only one employee is entered at the employee screen
and no password is set the employee screen is bypassed
and that employee is automatically logged in.
*** Pressing F9  EMPLOYEE SCREEN
Add, Edit, or Select Employees and or employee passwords here.
*** Pressing F10 QUIT
At most screens the F10 or END keys returns to the calling screen. If you
are at a screen with a prompt awaiting data input, Escape key will
normally let you exit this type of screen.
At Company screen:
F10 Quits program and Returns to system Ie... (DOS, WINDOWS, MENU, ?)
EMPLOYEE SELECT SCREEN
Features add, edit, delete, print, employee log, password, select.
*** Press Enter to log in under the highlighted employee.
*** Pressing F6  LOG
Displays the employee log file with the last entry at the bottom of the
screen. You may use up or down arrows to scroll or F8 to print the file.
*** Pressing F8 PRINT  Employee commissions:  Prints a report showing employee
commissions.
By now you should have Entered the program, selected a company name,
number, and address, entered an employee, set your company defaults,
and possibly selected a color scheme.  If so, the next thing to do is
start entering your customers.
At the Company Select screen highlight the company to work in and press
return. Highlight an employee and press return and you should be at the
Customer Screen if you have entered customers, or prompted to do so.
Once at the Customer Screen you again have a menu at the bottom of the
screen with F2 to add, F3 to edit, and F4 to delete (customers).
This screen is really the main screen of the program and it is from this
screen that you will select things like add/view/edit/search invoices, view
inventory, make payments to invoices, add/view/edit appointments, and most
other tasks can be accessed from this screen and are explored further as we
go.
Like company setup each customer has a setup that is accesed when you add or
edit that customer you will be promped for customer discounts specific to
the current customer. These discounts are for inventory items and are
defaults to be selected, if desired, during invoice creation for inventory
line items. Prompts for default prospect and category to use for assigning
invoice monies when specific tracking of monies is desired. The default is
automatically set to 999999 (Miscellaneous) whenever you add a new customer.
You will also be prompted for an over 30,60,90 default. The number you
select here will be the number of days before assessing finance charges when
printing statements.
CUSTOMER INPUT SCREEN
Features add, edit, delete, close end of month, view history, setup
customer defaults, print invoice/reports menu, view calendar, input
invoices, review invoices, review prospects/categories, input quotes,
search invoice, view inventory, review payments, list customers, phone
list, review appointments, check register.
³Jul 22, 1993 (Thursday)        4:11 PM 11         BARKER COMPUTER SYSTEMS    ³
³                                                                    1 Invoice³
³ÄÄÄÄÄÄ CUSTOMER SCREEN ÄÄÄÄÄÄÄÄÂÄ ADDRESS  ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ³
³ AAAA OIL & GAS COMPANY        ³  123 N MARIENFELD                           ³
³ ABRA OIL COMPANY              ³  MIDLAND, TX 79701                          ³
³ BEVIS COYLE                   ³  ATTN LEE ROBISON                           ³
³ BOBBY DOWDREY                 ³  PHONE         EXT   TALK TO                ³
³ BRANDY HOFFMAN                ³  (915)682-5659 3435  LEE, BRENDA, OR DAVID  ³
³ BRUCE GURBRIDGE               ³  FAX           COMMENT                      ³
³ BUCKLEY ENERGY INC.           ³  (915)682-5095 CLEANING CONTRACT EXPIRES    ³
³ CASH CUSTOMER                 ³  DOB           08/30/95                     ³
FINANCE BOX
³ CAVETE SPORTSWARE INC.        ³  SOC SEC           TAX ID            FINANCE³
³ CHARLES CUST                  ³  000-00-0000       0-000-00-0000-0   0.00000³
³ CHARLOTTE WEAVER              ³  Statement Minimum Payment >>>>>:       0.00³
BATCH COUNT
³ COOLEY ENERGY                 ³  Cust. Batch Count:     1 Amount:      23.19³
³ COPELAND ESTATE               ³  Total Batch      :     4       :    1711.08³
³ POSTILLA PETRO                ³                                 TO DATE/PAID³
³ DAVID COPER                   ³                                      3642.32³
³ DR. FRANK LEE                 ³                                      3619.13³
³ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÁÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ RECEIVEABLES->         23.19³
³    Press Insert For Options.      Last Pmt>     129.13  07/21/93   ADTP>  28³
³ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ³
³ºF1 help  F2 add  F3 edit  F4 delete  F5 eom  F6 history  F7 scan  F8 printº ³
³ºA-Z or 0-9 to search     PgUp/PgDn  F9 make invoice   <ÄÙ review  F10 exitº ³
³Accts Invoice/expense Payment inVentory Schedule LisT Calendar Quote Roll-em ³
*** Pressing F5 END-OF-MONTH (POST INVOICES)
This procedure moves current invoices to history where editing is no
longer an option. This must be done once a month or program execution
speed will suffer when making invoices.
Note : Even though you can no longer edit an invoice in history, you can
void the invoice and make a new one in current if necessary.
*** Pressing F6 HISTORY
Displays all posted invoices from previous months and allows you to view,
print, or void invoices. You may also delete invoices if you wish. If you
choose this option you will be prompted for a date and all invoices older
than the selected date that are paid will be removed from your data.
*** From the pull down menu, INVENTORY ADD, EDIT  MENU
³                              5:16 PM 14                                     ³
³                         Inventory Add / Edit Screen                         ³
³ÚÄÄÄÄÄÄÄÄÄÄÄÄÄ¿                                                              ³
³³  Part #     ³      Misc Inventory Desc.  Supply#:                          ³
³³HD-170IDE    ³      170meg Hard Drive IDE                                   ³
³³HD-345IDE    ³                                                              ³
³³HD-405IDE    ³      Type :(S)ervice, (A)ctivity, or default = (P)roduct  P  ³
³³HD-420IDE    ³      ÚÄÄBin #ÄÄÄÄ¿ÚÄÄÄÄÄÄÄÄÄCostsÄÄÄÄÄÄÄÄ¿ÚÄÄÄÄÄÄÄÄÄSoldÄÄ¿  ³
³³HD-545IDE    ³      ³ YARD      ³³  Retail :    176.00  ³³ MTD :      4  ³  ³
³³IC-386DX40-A ³      ³  On Hand  ³³     Cost:    160.00  ³³ QTD :      6  ³  ³
³³IC-486DX33-I ³      ³       2   ³³   MarkUp: 1.1000     ³³ YTD :     36  ³  ³
³³IC-486DX40-A ³      ³  Minimum  ³³  Taxable: N  (Y/N)   ³³ TTD :    403  ³  ³
³³IC-486DX50-A2³      ³       1   ³³  Commission Item  N  ³³               ³  ³
³³IC-486DX66-I2³      ÀÄÄÄÄÄÄÄÄÄÄÄÙÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ  ³
³³IC-PENT-60-I ³      ÄÄÄÄÄÄÄÄÄÄÄÄ[  Default Discount   ]ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ  ³
³³IC-PENT-90-I ³         1=None   2=New    3=Used   4=Other  5=No Charge      ³
³³LS-16-E      ³                                                              ³
³³LS-8-E       ³                                                              ³
³³LS-8-16-ARC  ³    A-Z or 0-9 search                                         ³
³³MB-386SX33   ³                                                              ³
³ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÙ                                                              ³
³ ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ»³
³ º  F1 help   F2 add   F3 edit   F4 delete    F5       F6 on hand receipts  º³
³ º F7 set minimum   F8 reports   F9 stockdate   F10 exit        PgUp   PgDn º³
³ ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ  Alt-Imoprt   Type  View  ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ¼³
If you use inventory or just want to input re-occurring invoice line
items the inventory screen is full of help and can accept four types
of inventory and custom discounts.
Inventory type P is product and is an inventory item that can be
in or out of stock.
Inventory type R is rental.
Inventory type S is service and is something you do for business
that hopefully makes money and is legal.
Inventory type A is activity and is something you provide for
customers. If you sell activity packages with more than one
session. List them in inventory as cost per session so that when
an invoice is made. Sessions can be tracked by quantity entered
as you make the invoice. Example:
part number        description                  retail
TAN 1              ONE TANNING SESSION          10.00
TAN 5              FIVE TANNING SESSIONS         9.00
TAN 10             TEN TANNING SESSIONS          8.00
Choose a default discount to have SBI select this discount when
making an invoice. These discounts are effective only after setting
a discount rate for each discount at the customer setup screen. Each
customer can have separate discounts.
Back to Customer Screen
*** Alt-A PROSPECT/CATEGORY    (ACCOUNT) (Non invoice expenses)
Add, Edit, or Select new Prospects and or categories here.
Also enter non-invoice expenses.
*** Alt-I INVOICE/EXPENSE
View an invoice line by line list to search an invoice, add/edit an
expense and/or make payments to that invoice.
*** EXPENSES From the pull down menu.
Add/Edit expenses and sales tax payments.
*** Alt-P PAYMENTS
Use this option to make payments to invoices when a check comes in.
Payments can also be made from the invoice list screen (Alt-I from the
Customer Screen) and tab to toggle between current & history invoices.
*** Alt-V VIEW INVENTORY
List a line by line view of inventory items. Should an inquiry be made,
use this option to quick view price, availability, and tax status of
inventory items.
*** Alt-S SCHEDULE
Add, Edit, Search, Print appointments here. The Appointments Screen
interfaces back to the Customer List Screen for accuracy and prints
several helpful reports to aid in scheduling appointments and one
report to track customer time spent.
*** Alt-L LIST
List a line by line view of customers and allows you the option of
inverting the customer names.  (BARKER, CURTIS  to  CURTIS BARKER)
*** Alt-T LIST
List a line by line view of all invoice line items and at the bottom of
the screen, the invoice they belong to.  This option is handy for
searching for something you did or sold when you can't remember who the
recipient was.
*** Alt-C CALENDAR
Displays a calendar.  Press PgDn and then print/screen to print.
This option is available while making an invoice by pressing Escape and at
other screens by pressing Alt-C.
*** Alt-Q Quotes
Make/Print quotes for customers who want a price for something. Using this
option is smart when someone says "I'll take that price you gave me a
couple of months ago." you can just look up the quote and see what price
you gave, what he/she wanted, and if it's still a good quote.
*** Alt-G Check Register
Make or add/edit/reconcile a checking account. The account does not tie
back to any part of the invoice software and is totally independent.
*** Alt-H PHONE LIST
Miscellaneous phone list for other than customer telephone numbers and
labels.
*** Pressing ENTER <ÄÙREVIEW
Add, edit, or review current month invoices. Goes to the last invoice
for the current customer that was added/edited. If no invoices exist
you are prompted, add one? (Y/N). If yes, on to the invoice input process.
*** RECALCULATE
If you suspect that your customer money numbers are wrong or you just want
to make sure they're right, at the Customer Screen press Insert to call
the option select list and highlight Reindex & calculate and press Enter.
This will update all indexes and recalculate all numbers data. When
selecting this option be prepared for a wait that may take a while
depending on the speed of your computer and the amount of data entered.
*** RE-INDEX Press the + key at the Company or Customer screens to check all
of the index files the program uses to search and alphabetize data.
*** LABELS From the pull down menu select labels and a customer pick screen
will prompt you to mark the customer(s) to print and press F10. A label
screen will prompt you for the type, # of lines, # of spaces between each
label, and # of copies.
*** MAIL MERGE From the pull doun menu select mail merge and you can create
or edit short letters for merging as a mailout to customers.
Mail merge letters can also be printed with invoices as part of the
invoice or with inventory price lists to state your policies or whatever.
*** PACK DATA From the pull down menu select this to remove all data that
has been deleted. This speeds up SBI as the deleted data remains in the
database unseen until either a pack data or end of month is done.
*** DIAL CUSTOMER Press spacebar from the Customer, Phone list, or Appointment
screens will dial customers for you if you have a modem on the same line
as your phone and the proper com port selected in Company setup.
PROSPECT SELECT SCREEN
PROSPECT
Features add, edit, delete, expenses, print.
CATEGORY SELECT SCREEN
CATEGORY
Features add, edit, delete, print.
EXPENSE INPUT SCREEN
APPOINTMENT INPUT SCREEN
Features add, edit, delete, time spent, print.
These screens are all very similar to COMPANY SELECT SCREEN with a
menu at the bottom of the screen using Function keys and Alt-letter
combinations to view/add/edit data or do work.  All of these screens
have help windows available by pressing F1, and detailed help available
at input boxes during an add or edit at that screen.
Search and Scan
Searches can be accomplished at these screens by simply typing something
to search for. You can be as specific or non-specific as
you like. A search commenced at the employ screen would attempt to
find an employee, at the customer screen would attempt to find a
customer, etc. Press F1 after typing something and before commencing
search and the search mode help window appears.
Pressing F7 at most screens will prompt you for something to scan for.
Scaning does a broader slower search in multiple data fields for a match
of the string entered.
Using the program is the best way to learn how to get around.
The program is designed for quick invoice input and print out.
The invoice prints on plain paper and is designed for 10 pitch but you can
suppress background printing and have custom invoices pre-printed.
The invoice layout is designed to fold into a window envelope so that:
ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ\
³   ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿                                   /
³   ³ YOUR ADDRESS GOES HERE ³                                   \
³   ³   (optional)           ³                                   /
³   ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ                                   \
³                                                                /
³   ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿        ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿   \
³   ³ MAILING ADDRESS GOES   ³        ³ SHIP TO GOES HERE    ³   /
³   ³ HERE                   ³        ³  (optional)          ³   \
³   ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ        ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ   /
ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ\
A condensed version of the plain paper invoice.
ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿
³          INVOICE        P.O. #              DATE            INVOICE NUMBER ³
³____________________________________________________________________________³
³PAGE 1                                        03/17/1993                1100³
³----------------------------------------------------------------------------³
³    BARKER COMPUTER SYSTEMS                                                 ³
³        P.O. BOX 10684                                                      ³
³     MIDLAND, TEXAS 79702                                                   ³
³        (915)687-6419                                                       ³
³                                                                            ³
³  TO:                                                                       ³
³    TOMS SUPPLY                                                             ³
³    MAX MILLER                                                              ³
³    2000 GARDEN VIEW SUITE 3                                                ³
³    MIDLAND, TX 79701                                                       ³
³                                        TERMS: NET 30                       ³
³PART #      QUANTITY    PRICE DESCRIPTION                   CODE      AMOUNT³
³03/08/93          2     50.00 CHANGES TO REPAIR REPORT        %NCT      0.00³
³03/10/93          8     50.00 GRAPH PROGRAM                      T    400.00³
³03/12/93          2     50.00 EDIT DAYSRUN & ADD SPACE TO FAIL   T    100.00³
³13/13/93          2     50.00 GRAPH PROGRAM                      T    100.00³
³MD-9600           1    100.00 MODEM                              T    100.00³
³                                                      SUB TOTAL       700.00³
³                                                            TAX        54.25³
³                                                       PAYMENTS             ³
³PLEASE PAY THIS AMOUNT ->                           DUE INVOICE       754.25³
³  PREVIOUS    PAYMENTS   CURRENT    OVER 30    OVER 60    OVER 90    BALANCE³
³   BALANCE                             DAYS       DAYS       DAYS           ³
³    161.63      161.63    754.25       0.00       0.00       0.00     754.25³
³                                 THANK YOU                                  ³
ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ
NOTE: Press F1 at any box for help.
After selecting F9 from the Customer screen or F2 from the Invoice
screen (add an invoice) you will be prompted to Reset batch counts? (Y/N).
Batch Count/Amount
Counts are the number of invoices you have entered since last
resetting batch. One for each customer total. One for grand total.
Amount is the total dollar value of invoices entered since last
This is for tracking total invoiced for a period of invoice input.
For now press enter and go on.
You will be prompted for an invoice number but, the next logical number is
in the entry box and pressing enter will choose this number.
Select invoice prospect & category if no defaults are set.
You are now at the invoice screen in edit mode.
Press enter to jump to the next box if no edit is necessary.
Press F1 for help at any box.
Invoice screen.
GEN DES
³GENERAL DESCRIPTION            5:21 PM 11    INVOICE NOTE                    ³
³GRAPH PROGRAM                                                                ³
³Items for resale? (Y/N) N                                                    ³
³Prospect:COMPUTER SERVICE              100000                                ³
³Category:COMPUTER SERVICE              100000     CURTIS                     ³
³                                                                      CURRENT³
INV DT PO TE
³INVOICE #             DATE         P.O.                 TERMS                ³
³1100                03/17/1993                          DUE UPON RECEIPT     ³
PART NUMBER
³PART #      QUANTITY     RETAIL DESCRIPTION                      TAX   AMOUNT³
³ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÑÍÍÍÍÍÍÍÍÍµ
LINE ITEM EDIT
³03/08/93         2 @ $    50.00 CHANGES TO REPAIR REPORT      %NC³Y³     0.00³
³03/10/93         8 @ $    50.00 GRAPH PROGRAM                    ³Y³   400.00³
³03/12/93         2 @ $    50.00 EDIT DAYSRUN & ADD SPACE TO FAIL ³Y³   100.00³
³13/13/93         2 @ $    50.00 GRAPH PROGRAM                    ³Y³   100.00³
³MD-9600          1 @ $   100.00 MODEM                            ³Y³   100.00³
³                                                                 ³ ³         ³
³ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÏÍÍÍÍÍÍÍÍÍµ
³                Tax Rate: 0.07750   Amt:   7.75        0 SESSIONS            ³
³ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ»       Tax  :    54.25³
³º F1 help   F2 add    F3 edit    F4 void   F8 print   º       Total:   754.25³
³º A thu Z, 1 thu 9 to Search     PgUp/PgDn  F10 exit  º       Pmts :     0.00³
³ÈÍÍÍÍ Alt-inVentory ÍÍ Alt-Calendar ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ¼                      ³
NOTE: ( General Description is a general  )
( description of the invoice and is )
( used on statements and reports to )
( describe the invoice.             )
After the General Description box...
You will be prompted for INVOICE NUMBER
INVOICE DATE
P. O. NUMBER
TERMS
and    INVOICE NOTE
The cursor will move to line items input with options listed at the
bottom of the screen:
Press Escape for a popup menu or
Use arrow keys to change item --    (browse)
Ctrl-PgUp delete line --
Ctrl-PgDn insert line
Enter Part Number or Ctrl-Home for Inventory List!
Press Ctrl-End when done
The first 12 characters of item description box is where you type
a part number if you wish to use an inventory item.
If you are not using inventory:
The item description box is where you type your invoice detail.
Just type your item description and press Enter.  The cursor moves to
the tax box.
If the item is taxable press Y to mark this line item as taxable.
If not taxable press N, the cursor moves to the amount box, type in the
amount and press enter.
NOTE: To automatically calculate the amount, type the '@' symbol
between the quantity and price.  The program then looks to the left of
the '@' symbol for a quantity, and then to the right for price.  It
then calculates the amount and puts the result in the amount box for you.
The last three characters on the line can be used to show a discount.
Example:
Enter a description of items or services to be invoiced.
You may use:   BALLS 1 EACH  @ $10.00                       %10  or
BALLS 1 @ $10    or BALLS 1 @ $0.10
BALLS 1 @ 10.00  or BALLS 1 @ 0.10           %10  or
BALLS 1 EACH @ A LOW LOW PRICE OF $10.00
Any combination of ??? # ??? @ ??? # ??? ??? ???  %#
where  #     *     #              *#%       =amount
number_times_number_times_number percent=amount
If so an auto-calculate will occur otherwise type a description and
figure the amount yourself. If you do not key in an amount and none
is calculated the line item is presumed to be an extended description
or a comment and will be printed on the invoice without any amount
shown or, just as it was typed.
The cursor is now:
Commission item? (Y/N) N     then...
If the first 12 characters are a valid part number, at the quantity
box at the bottom of the screen, enter the quantity you wish and an
auto-calculate will occur based on quantity times the retail price of
the part minus any discount.  The result is placed in the amount box.
If the first 12 characters are not a valid part number, and you are not
using the auto-calculate function, at the amount box, Enter the amount.
The cursor is now at SESSIONS IF ANY :   0 or EXPIRES : 01/01/93
edit these boxes if you like or press enter twice to continue.
NOTE: SESSIONS and/or EXPIRES are used at the appointment screen to
determine if a selected customer has been billed for events or
services and determine if they are currently valid. Warning the user
(YOU) if sessions are zero or paid time if any, has expired.
If your item is an inventory item you will be prompted for a discount.
If you set your discount amounts at the customer setup screen for this
customer the discount will be figured into the cost of the item.
The cursor is now at the beginning of the next item description box.
You can enter as many items per invoice as you like.  The line items
scroll up one ready for more when you reach the first menu line near
the bottom of the screen. Use your arrow keys to browse line items.
Press Ctrl-End to save invoice and you will be prompted TENDERED:
Enter the amount tendered and CHANGE $value will appear or just press
enter. You may pay the invoice at any time.
The screen prompts: PRINT INVOICE? (Y/N) N   ( Y if default is set to yes )
You may answer Y and print, or continue to enter more invoices and
print all at once when done.
SBI now returns to the customer screen ready for more.
NOTE: This all may sound difficult when you read it or say it
but it's not. In fact it's easy and fast. Compared
to other invoice software it's a walk in the park.
Once you know the path after walking it, you won't
get lost, and if you do: press F1 for help.
Whenever you enter a customer and if you have full access, the total
invoice amounts for the Customer are displayed at  Customer screen.
MTD month to date    INVOICED
LAST MONTH              "
YTD year to date        "
TO DATE                 "
PAID
& RECEIVABLES
PRINTING YOUR INVOICES
When it's time to print invoices go to the Print menu by pressing
the F8 key from the customer or invoice screen.  The first menu item
is "Print invoices" and is highlighted.  Press the Enter key and edit
the print options.
You may choose to have an over 30,60,90  statement printed on
the bottom of each invoice.  This statement shows the total amount
due from customer.
WHEN YOU RECEIVE A PAYMENT
Press Alt-I to list invoices and then Alt-P after highlighting the invoice
involved. (the TAB key toggles between current & history invoices)
or
At the customer screen press Alt-P and type C for current or H for history.
The cursor is now in the invoice box.  Press enter or use arrow keys to
scroll invoice numbers or type the invoice number you want to search for
that invoice.  Enter the amount you've received, check number, and date.
You can continue selecting invoices & entering payments or press Esc to
return to the customer screen.
VIEWING INVOICES LINE BY LINE.
View a list of invoices by pressing Alt-I at the customer screen.
Each invoice is listed line by line.  The purpose of this feature is to
give you a more comprehensive account of your invoices and what is paid,
void, and how many days unpaid.
Press Tab to toggle between current and history invoice listings.
Press Enter to choose this invoice for a detailed review.
FINDING AN INVOICE
At the customer screen and press Alt-I. Type the invoice number to search
for.  If an invoice is found the screen moves to the found invoice.
NOTE: Current or month means invoices entered this month.
History means invoice entered before the last end-of-month.
End-of-month is selected at the customer screen by pressing
F5. This procedure moves current invoices to history where
editing is no longer an option. This helps to speed up SBI.
REVIEW UNPAID INVOICES
To display unpaid invoices press F8 at the customer screen and
highlight Unpaid invoices by using arrow keys and press enter.
choose month or start/stop dates. The screen lists only unpaid
invoices.  Use the menu at the bottom of the screen.
PRINTING REPORTS
To print a report press the F8 key at the customer or inventory
screens and the report screen will appear.  Use the menu bottom of
screen to choose a report.
Net year : Prints a report of totals for a selected year.
Invoice ledger: Prints a report of Invoice payments, and expenses.
Customer list with totals:  Prints customers and their totals.
View/Print unpaid invoices by using arrow keys and press enter at
"Unpaid invoices". Choose month or start/stop dates. The screen lists
only unpaid invoices.  Use the menu at the bottom of the screen.
paYments : Prints a list of paid invoices for a selected time period
showing amounts and tax. (good for finding sales tax due)
Daily tickets or take:  Prints a report from current month showing the
detail of invoice amounts, payments, and tax for a selected time period.
Expenses : Prints an invoiced and non-invoice expense report.
BACKUP
Backup data : choose this to backup your data to floppy.
If you do not choose to do this or some other kind of backup
and you have a hard drive crash, your data may be lost.
It only takes one bad place on your hard drive to corrupt data.
It only takes one crash to lose it all so
it is wise to alternate backup diskettes:
One set for every day of the week is best.
One set for every other day is OK.
One set for every other week is dangerous.
Not backing up means you don't need the data!
Other reports from the Prospect / Category screen:
Invoice list by Account:  Prints a report showing the detail of
invoice amounts, payments, and tax for each invoice Prospect.(Account)
NOTE:(This report is printed from the prospect screen)
Invoice list by Category:  Prints a report showing the detail of
invoice amounts, payments, and tax for each invoice Category.
NOTE:(This report is printed from the category screen)
The prospect/category screens are accessed from the customer screen by
pressing (Alt-A) (Accounts) or from the pull doun menu.
Prospect or Account name of items or services invoiced.
(Prospect=Account)
Examples:
Prospect: CITY REALTORS (MIDLAND TX.)
Category: RENT HOUSE #39 PLUMBING
Prospect: JOB #1001
Category: JB 1001 ELECTRICAL FIXTURES
Prospect: OIL WELL #1
Category: OIL WELL #1 5" DRILL PIPE
If this does not apply to you, you may use the prospect MISC and set
prospect # 999999 as the default by selecting F7 (SETUP) from the customer
CUSTOMER SETUP
screen.
Prospect or Account number is used to match a Prospect or Account to
invoices entered. When entering invoices you must choose a prospect
and the invoice totals, Paid amounts, unpaid amounts will be
dispersed to that Prospect or Account. The Account MISC is created
when any new company is created and 999999 is assigned as the Account
#.  If no new Accounts are desired all invoices will go to MISC
except Finance Charges if assessed when printing Statements.
Category number is used to match a category to invoices entered.
When entering invoices you must choose a category and the invoice
totals, paid amounts, unpaid amounts will be dispersed to that
category. The category MISC is created when any new company is created
and 999999 is assigned as the category #. If no new categories are
desired, all invoices will go to MISC except Finance Charges if
assessed, when printing Statements.
SEE PROSPECT FOR MORE INFO ON CATEGORY.
FINANCE CHARGES
Enter a number at the finance charge box on the customer screen and
customers with an over 30, over 60, over 90, can have a finance charge
in the form of an invoice automatically added. The invoice amount is
calculated:
Past due  *  FINANCE%
Finance charges start at the over 30,60, or 90 entered from the setup
option at the customer screen. When printing statements you will be
asked:
Calculate finance charges? (Y/N) Y
OVER 30,60,90
Enter an OVER: 30,60, or 90 at the customer by pressing F7, and all
assessed finance charges to this customer will be assigned after
selected 30,60, or 90 days.
When printing unpaid invoices, the order is determined by over 30,
60, 90  days old.
Pre-Enter all your known customer names and addresses at the Customer
screen. Invoice input is much quicker when your customer information
is already there.
Remember customer numbers can be alpha or numeric. Its easier to associate
(BARKER COM) with BARKER COMPUTER SYSTEMS than any number assigned.
This makes easier to read reports.
Remember to backup your data.
Remember to close end-of-month. You cannot edit an invoice in history
but you can void the problem invoice and create a new one.
Use invoice numbers in numerical succession and file them in this order.
Minimum System Requirements:
IBM or Compatible Computer
(IBM is a trademark of International Business Machines Corporation)
FILES=30 or more statement in config.sys file.
DOS 3.3 or higher  512K Memory.
Hard disk drive.
BUFFERS
Note: Not a requirement but higher BUFFERS help speed up SBI.
HARD DRIVE SIZE     BUFFERS
Less than 40 MB     20
40 through 79 MB     30
80 through 119 MB     40
More than 119 MB     50
In your CONFIG.SYS file: BUFFERS=20
------------------------------------------------------------------------------
CAREFULLY REVIEW ALL PRINTED INVOICES AND REPORTS FOR ACCURACY.
CAREFULLY REVIEW ALL PRINTED INVOICES AND REPORTS
CURTIS A. BARKER AND/OR BARKER COMPUTER SYSTEMS
ASSUMES NO RESPONSIBILITY FOR ANY LOSS OF DATA OR DAMAGE TO MAN
OR EQUIPMENT AS A RESULT OF USE OF THIS PRODUCT.
(c) 1992 By :            CURTIS A. BARKER
BARKER COMPUTER SYSTEMS