* This form is used to add, or confirm deletion, of a QUOTATION. * The ORDER DATE will default to the current system date. * When you enter the client name field, a table of the clients in your client file will appear. * Reference information entered will display on the order list table, assisting you in distinguishing this order from others by the same client. * The price class field will default to the price class for the client being used for the quotation, but may be edited if needed. * The sales tax rate defaults to the rate in your company information form, but can be edited if needed. [ENTER] : Moves the cursor to the next field. [INS] : Toggle INSERT MODE in text fields. [DEL] : DELETE character and shift text left. G7OOG GHOOG GHOOG GHOOG * CLIENT REPORTS - Client list w/o comments - Client list with comments - Client mailing labels * This form is used to update the information about YOUR company. * Fill in the COMMENTS section with notes about your company like: store hours, services you provide, up-coming specials, etc.. * The DEFAULT MARGIN PERCENTAGE is used to "suggest" a selling price for you when you add a new item to inventory. Enter the profit margin you normally desire for each price class here. * The FINANCE RATE factors can be obtained from the finance company you deal with. These are not APR rates, but rather factors that will yield the monthly payment when the total amount to finance is multiplied by them. Preface the rate factors with the term. * PRINTER EMULATION should be set to IBM if your printer is capable of printing the extended line draw characters. If not, set it to EPSON. [ENTER] : Moves the cursor to the next field. [CTRL-ESC] : Exit this screen WITHOUT saving edits. [CTRL-ENTER] : SAVE this information and exit BEFORE reaching the last field on the form. GIOOG GIOOG GIOOG * This form is used to update or view ORDER DETAIL information. * Information on this form is SAVED AS UNIQUE, and tied to the corresponding order entry form until the order is deleted. * Immediately upon entering the SALESPERSON, PAYMENT METHOD and TERMS field, a look-up table will appear giving you the valid choices. * Ship to addresses will default to the bill to address, but may be edited if necessary. * The comments field will automatically word-wrap when text reaches the end of the current line. Its contents can be seen from the main ORDER ENTRY screen, and will print on all QUOTATIONS and INVOICES. [ENTER] : Moves the cursor to the next field on the form. [CTRL-ESC] : Exit this screen WITHOUT saving edited fields. [CTRL-ENTER] : SAVE detail information and exit the form BEFORE completing all fields (table fields are required). [INS] : Toggle INSERT MODE in text fields. [DEL] : DELETE character above cursor and shift text left. : Print this ORDER to printer port LPT1:. : Print ORDER DETAIL TICKET showing item, vendor, etc.. : Print PACKING LIST. GJOOG GJOOG GJOOG This form is used to edit, add, or delete the list of various PAYMENT METHODS you accept. This form is used to edit, add, or delete the list of various PAYMENT TERMS you accept. * This form is used to update or view your VENDOR information. * The VENDOR NUMBER field will automatically assign the next highest available number when adding a new VENDOR. * All of the fields on this form are optional (except vendor name), and can be filled in as the information becomes available to you. * The comments field will automatically word-wrap when text reaches the end of the current line. [ENTER] : Moves the cursor to the next field. [CTRL-ESC] : Exit this screen WITHOUT saving edits. [CTRL-ENTER] : SAVE this vendor information and exit BEFORE reaching the last field. [INS] : Toggle INSERT MODE in text fields. [DEL] : DELETE character and shift text left. GHOOG FILE NAME: Enter any valid DOS file name and extension. The report will be saved with that name. WARNING: IF THE FILE ALREADY EXISTS, IT WILL BE REPLACED! O>NNOO O>NNOO HOW MANY COPIES? : Enter the number of copies to be printed for this report. PRINTER : Select the printer port to be used for this report. The choices are listed to the right. Use the arrow keys to select. If you are unsure, use LPT1. NUMBER OF PAGES : This shows the total number of pages that will be printed. If the report is 2 pages long and you select 1 copy, then 2 pages will print. If you select 2 copies, 4 pages will print O=NNOO O=NNOO O=NNOO * This table is used to scroll through your INVENTORY list, showing the quantity on hand, on order, and minimum quantity. [ENTER] : View / edit the quantities listed on the table. [ESC] : EXIT this window and return to the previous screen. * INVENTORY REPORTS - Inventory below minimum - Complete inventory list - Inventory by price class - Cost of Inventory on Hand * This table is used to select from your CLIENT database. * Client names are sorted in alphabetical order. * Typing the client name in the FIND CLIENT box will initiate a speed search. [DOWN] : Move the highlight bar DOWN 1 client. : Move the highlight bar UP 1 client. [ENTER] : Select this client for the next order. [INS] : ADD a new client to the file list. [ESC] : EXIT this window and return to the previous screen. WELCOME TO THE COMPLETE SALES AUTOMATION SYSTEM! Use the UP, DOWN, LEFT, and RIGHT arrow keys to highlight the menu selection you desire, then press [ENTER]. * CLIENT DIRECTORY : Access client information to view / edit. * PRODUCT INVENTORY : Access your product inventory list for viewing or editing. * ORDER ENTRY : Enter new orders / quotations. * INVENTORY : View / edit inventory quantities. * INVOICE RECORDS : View / reprint past invoices. * VENDOR DIRECTORY : Access vendor information to view / edit. * REPORT GENERATION : Generate printed reports. * UTILITIES : Pack order files, or change company info. * EXIT TO DOS : Exit The Complete Sales Automation System. * * UTILITIES MENU * * Use the UP and DOWN arrow keys to highlight the menu selection you desire, then press [ENTER]. * UPDATE COMPANY INFORMATION Use this option to enter your company name, address, phone, comments, finance rates, etc.. * UPDATE SALESPEOPLE NAMES Edit / add to the salesperson database. * PACK ORDER FILES Use this option to reclaim hard disk space if you have deleted records from the order files. G3OOG G3OOG G3OOG Invoices must be added through ORDER ENTRY. * This is the ORDER ENTRY screen. From here you can link information together from your client list and inventory list to prepare invoices and quotations. * Subtotals, sales tax, and order totals will calculate automatically, as will the applicable finance payments. [INS] To ADD a new item to the order. You will then see a table view of the inventory items in your inventory file. [DEL] To DELETE the highlighted item on the order entry screen (confirmation required). [ALT-C] To display the COST, PROFIT, and MARGIN of the current order in a pop-up window. To access the ORDER DETAIL screen. This is where ORDER PRINTING is done. View the EXTENDED DESCRIPTION for the item highlighted. G=OOG * This table is used to scroll through PAST INVOICES. * Invoices are sorted alphabetically by client name. * The reference line will assist you in distinguishing between multiple quotes from the same client. * The invoice number will also assist in locating specific invoices. [ENTER] : Display the highlighted invoice. [ESC] : EXIT this window and return to the previous screen. GGOOG * This table is used to scroll through your INVENTORY data, and pick the item that will be added to this order. * Items are sorted by PART NUMBER. * Typing the PART NUMBER in the FIND box will initiate a speed search. * The item price displayed in the table will correspond with the applicable PRICE CLASS you selected when the order was initiated. [DOWN] : Move the highlight bar DOWN 1 part number. [UP] : Move the highlight bar UP 1 part number. [ENTER] : Select this item for addition to the order. [F3] : View the EXTENDED DESCRIPTION on this item. [F4] : View the Product Notes. [F5] : View the quantities for this item. [CTRL]-[ENTER] : Access the EDIT FORM for this item. [INS] : ADD a new inventory item to the file list. [ESC] : EXIT this window and return to the previous screen. GHOOG G&OOG G"OOG GHOOGG G OGO G6OOGG G6OOGG G6OOGG G!OOGG Select the client to base report on. * This is the PAST INVOICE screen. It displays the invoice detail for orders that are completed. [ALT-C] To display the COST, PROFIT, and MARGIN of the current order in a pop-up window. To access the ORDER DETAIL screen. This is where INVOICE REPRINTING can be done. PRINTER ERROR The printer is not responding to the computer. Possible reasons include: 1. Printer turned off 2. Printer unplugged 3. Out of paper 4. "On-line" light is not light. 5. Cable is loose between the printer and the computer. Check the above. Turn the printeroff and then back on and retry. * This table is used to scroll and select from your VENDOR list. * Typing the vendor name in the FIND VENDOR box initiates a speed search. [DOWN] : Move the highlight bar DOWN 1 vendor. [UP] : Move the highlight bar UP 1 vendor. [ENTER] : Select the highlighted vendor. [INS] : ADD a new vendor to the file list. [CTRL]-[ENTER] : Access the EDIT FORM for this vendor. [DEL] : DELETE highlighted vendor (confirmation required). [ESC] : EXIT this window and return to the previous screen. GHOOGG G6OOGG G$OOGG G!OOGG G/OOGG * * THE REPORTS GENERATION MENU * * * SALES REPORTS - Invoice summary report - Invoice summary by salesperson - Invoice sumary by customer - Quotation summary report - Quotation summary by salesperson * CLIENT REPORTS - Client list - Client mailing labels * VENDOR REPORTS - Vendor list - Vendor mailing labels * INVENTORY REPORTS - Inventory below minimum - Complete inventory list - Inventory by price class G(OOG G(OOG G(OOG You may select to view the report on the screen, print on the printer or save it to a file. Use the arrow keys to move to your selection and press the ENTER key. SCREEN : This opens a window and allows you to view the report on the screen. PRINTER: This starts the report printing on the printer. You may press the ESC key during printing to cancel at any time. : This will save the report to a file. * SALES REPORTS - Invoice summary report - Invoice summary by salesperson - Invoice sumary by customer - Quotation summary report - Quotation summary by salesperson This window displays the order sub-total, cost, profit, and margin. * This form is used to view detail information for PAST INVOICES. : REPRINT the invoice. : REPRINT the detail ticket. : REPRINT the packing slip. * This report will print grand totals for your QUOTATIONS or INVOICES. * The report will be sorter by ORDER DATE. * Enter the date ranges for the orders to be included in the report. * The date ranges INCLUDE the named date. Example.. FROM: 12/01/89 INCLUDES 12/01/89 G/OOG G/OOG G/OOG 1 1O USE THESE KEYS TO MOVE ABOUT Scrolls down one line Scrolls up one line PgDn Scrolls down one screen PgUp Scrolls up one screen ^PgDn Goes to the bottom ^PgUp Goes to the top END Goes to the bottom HOME Goes to the top Moves left 5 columns Moves right five columns Moves to far left Moves to far right ^ means pressed with Ctrl key OJNNOON O#NNOO O NNO O NNOO O NNOON O#NNONN Enter the date range and/or selection criteria to base this report on. Enter the date range and/or selection criteria to base this report on. Enter the date range and/or selection criteria to base this report on. Enter the date range and/or selection criteria to base this report on. Enter the date range and/or selection criteria to base this report on. * This form is used to update or view CLIENT information. * All of the fields on this form are optional (except NAME and CLASS), and can be filled in as the information becomes available to you. * The comments field will automatically word-wrap when text reaches the end of the current line. [ENTER] : Moves the cursor to the next field. [CTRL-ESC] : Exit this screen WITHOUT saving edits. [CTRL-ENTER] : SAVE this client information and exit BEFORE reaching the last field. [INS] : Toggle INSERT MODE in text fields. [DEL] : DELETE character and shift text left. GHOOG * This form is used to update or view INVENTORY information. * Inventory part numbers MUST BE UNIQUE! Attempting to duplicate an existing part number will create a DUPLICATE KEY ERROR. * DEFAULT PRICE CLASS values will be calculated and displayed based on the value you enter in the COMPANY INFORMATION File. Use these values to determine YOUR sale price, and enter it below the "sample" default price. * Set the ADJUST STOCK prompt to NO for non-inventory items (labor,..) * Data entered into EXTENDED DESCRIPTION will print on invoices. * NOTES OF IMPORTANCE can be used for special ordering info, etc.. [ENTER] : Moves the cursor to the next field. [CTRL-ESC] : Exit this screen WITHOUT saving edits. [CTRL-ENTER] : SAVE this inventory information and exit BEFORE reaching the last field. [INS] : Toggle INSERT MODE in text fields. [DEL] : DELETE character and shift text left. : Edit inventory quantities. G%OOG G&OOG G!OOG * This screen asks you to enter the QUANTITY SOLD for the item selected to be added to the order. * Negative quantities (for returns, exchanges, etc..) are entered with the minus sign TRAILING (Example 1-). * You may also EDIT THE SELLING PRICE (for this order only), or simply press [ENTER] to accept it. * When editing the selling price, the following HOT-KEYS are in effect: [ALT-F1] Will Insert PRICE CLASS 1 [ALT-F2] Will Insert PRICE CLASS 2 [ALT-F3] Will Insert PRICE CLASS 3 GAOOG G*OOG * This screen is for updating QUANTITY VALUES associated with the item This form is used to edit, add, or delete the list of SALESPERSON NAMES. * This table is used to scroll through your CLIENT database. * Client names are sorted in alphabetical order. * Typing the client name in the FIND CLIENT box will initiate a speed search. [DOWN] : Move the highlight bar DOWN 1 client. : Move the highlight bar UP 1 client. [ENTER] : Show the detail information screen on this client for viewing or editing. [INS] : ADD a new client to the file list. [DEL] : DELETE highlighted client (confirmation required). [ESC] : EXIT this window and return to the previous screen. Select the order you wish your VENDOR list to be displayed in. * VENDOR REPORTS - Vendor list w/o comments - Vendor list with comments - Vendor mailing labels * This screen displays the EXTENDED DESCRIPTION associated with the item highlighted when [F3] was pressed. * These must have been previously entered through the PRODUCT INVENTORY menu, or this window will appear blank. G*OOG * This screen displays the NOTES OF IMPORTANCE associated with the item highlighted when [F4] was pressed. * These notes must have been previously entered through the PRODUCT INVENTORY menu, or this window will appear blank. G%OOG * This table is used to scroll through your INVENTORY data. * Items are sorted by PART NUMBER. * Typing the part number in the FIND box will initiate a speed search. [DOWN] : Move the highlight bar DOWN 1 part number. : Move the highlight bar UP 1 part number. [INS] : ADD a new inventory item to the file list. [ENTER] : Show the detail information screen on this item for viewing or editing. [DEL] : DELETE highlighted part number (confirmation required). : View the EXTENDED DESCRIPTION on this item (if available). : View product NOTES OF IMPORTANCE. : View / edit inventory quantities. [ESC] : EXIT this window and return to the previous screen. G'OOG * This table is used to scroll and select the various PAYMENT METHODS. * Payment methods are sorted in alphabetical order. [ENTER] : Select this payment method. [INS] : ADD a new payment method to the table list. [DEL] : DELETE highlighted payment method (confirmation required). [ESC] : EXIT this window and return to the previous screen. * This table is used to scroll through the QUOTATIONS in your system. * Quotations are sorted alphabetically by client name. * Typing the order client name in the FIND QUOTE box will initiate a speed search. * The reference line will assist you in distinguishing between multiple quotes from the same client. [DOWN] : Move the highlight bar DOWN 1 order. : Move the highlight bar UP 1 order. [ENTER] : Display the order entry screen for this order for viewing, printing or editing. [INS] : ADD a new order to the order list. [DEL] : DELETE highlighted order (confirmation required). [ESC] : EXIT this window and return to the previous screen. * This screen displays the QUANTITY VALUES associated with the item. * This table is used to scroll and select SALESPERSON NAMES. [ENTER] : Select this salesperson. [INS] : ADD a new name to the salesperson list. [DEL] : DELETE highlighted name. [ESC] : EXIT this window and return to the previous screen. GAOOGG G6OOGG G2OOGG G/OOGG * This table is used to scroll and select the various PAYMENT TERMS. * Payment terms are sorted in alphabetical order. [ENTER] : Select this payment term. [INS] : ADD a new payment term to the table list. [DEL] : DELETE highlighted payment term (confirmation required). [ESC] : EXIT this window and return to the previous screen. * This table is used to scroll through your VENDOR database. * Vendors are sorted alphabetically by name. [ENTER] : Show the detail information screen on this vendor for viewing or editing. [INS] : ADD a new vendor to the file list. [DEL] : DELETE highlighted vendor (confirmation required). [ESC] : EXIT this window and return to the previous screen. * This table is used to scroll through your VENDOR database. * Vendors are sorted alphabetically by vendor number. [ENTER] : Show the detail information screen on this vendor for viewing or editing. [INS] : ADD a new vendor to the file list. [DEL] : DELETE highlighted vendor (confirmation required). [ESC] : EXIT this window and return to the previous screen. AOHELP CLIRPT COMPANY DETLHELPe EMHELP ETHELP : EVHELP FILENAMEl GET_CPY2 INVHELP INVRPT i LCHELP MAINHELP MUHELP D( NOADD ?+ OEHELP PASTHELPX0 PIHELP PIKCLI PINVHELP PRNT_ERR+; PVHELP RMHELP ROUTE