Gold Medal Software 5/Gold Medal Software - Volume 5 (Gold Medal) (1995).iso/accounts/orderpr2.arj/GO.EXE/READDOC

Text File | 1992-09-01 | 13KB | 335 lines

                           THE ORDER PRO version 2.0


          Thank you for trying THE ORDER PRO.  We think you will find
          this program very useful for automating your order-taking
          business.  This program is now being used by a part of The
          US Postal Service.

          SYSTEM REQUIREMENTS:  512K ram and a hard drive.

          * ALL DATA FILES ARE 100% dBASE COMPATIBLE



          *** IMPORTANT ***

          Due to the fact that this system uses many indexed files
          concurrently, it is recommended that your CONFIG.SYS file
          in your route directory read: FILES=40
                                        BUFFERS=40

          This will eliminate any "open index" errors.  If you edit
          your CONFIG.SYS file, remember to re-boot afterwards.  If
          by some chance you run into an "open index" error, that is
          no problem, simply go to the SET-UP menu and select REBUILD
          INDEXES.  This is rare, but we thought you should know.


          TO INSTALL THIS PROGRAM

          Remember the following commands must be typed in exactly as
          shown.  (If you already have a directory named OP2 you may
          use a different name.)

          To create a new directory on your hard drive named OP2:

                        C:\               (enter)
                        MKDIR OP2         (enter)


          With this program disk in drive A type in:

                        A:\               (enter)
                        COPY *.* C:\OP2   (enter)

          After all files are copied to your new directory type in:

                        C:\               (enter)
                        CD\OP2            (enter)
                        GO                (enter)

          Now your program should be automatically decompressing itself,
          when finished, type in:

                        START             (enter)



          Now you are ready to start automating your business!


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          GETTING STARTED

          First you must run SETUP / UTILITIES from the Main Menu
          where you will use options;

          #1  BUILD INDEX FILES
          #3  SYSTEM SETUP

          During SYSTEM SETUP you will be asked if your printer is
          capable of printing IBM Characters, if you answer Y, your
          invoices columns will be printed with lines & boxes, if
          you answer N, your invoices columns will be printed with
          dotted lines.  You will also be asked "what percentage of
          sales tax is charged by your state?", so the system will
          know what to automatically add to non-tax-exempt orders.

          Use the 80 character message field in SYSTEM SETUP to enter
          the message that you would like printed at the bottom of
          each invoice.  Example: "Thank you for selecting Automated
          Systems".

          When initial setup is complete, go to INVENTORY MAINTENANCE
          from the Main Menu where you will use option #1 ADD NEW ITEMS.
          Enter your item numbers, item descriptions and other
          information, (which will be later automatically extracted to
          print invoices and reports).


          INVENTORY MAINTENANCE

          The inventory maintenance will automatically keep a running
          total of your stock.  As you enter orders, quantity will be
          deducted from your inventory.  As you delete orders, the
          quantity will be re-added to your inventory.  You may print
          a report of your complete stock by item number at any time.


          VENDOR MAINTENANCE will keep track of all of your vendors'
          address information and has a 60 charactor field for comments,
          which is good for keeping track of what you usually purchase
          from each vendor.  We have found this feature very helpful.


          OPENING ACCOUNTS

          To begin, go to ACCOUNT MAINTENANCE from the Main Menu, and
          then ADD NEW ACCOUNTS from the sub-menu.  Enter all customer
          information (Account numbers may be alpha-numeric if desired).
          When you enter a new account number, the system automatically
          checks for duplicates and will not allow any two accounts to
          have the same account number.

          If you choose to offer discounts to certain customers, enter
          the percentage of the discount where it says DISCOUNT.  You
          may leave this field blank for no discount, but if you enter
          a discount percentage here, the system will allow that discount
          percentage during the order-entry procedure.  Answer Y to TAX
          EXEMPT for out-of state, non-taxable customers or non-taxable
          dealers who submit tax ID numbers, this option will stop the
          tax amount from automatically adding on to the customer's orders.

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          ORDER ENTRY

          Option #3 from the Main Menu is for adding, editing, deleting,
          and displaying orders, as well as back order information and
          printing invoices & packing slips.

          To enter orders, go to ADD NEW ORDERS.  When you enter the
          customer's account number, all customer information will
          appear on the screen, (if the account is on CREDIT HOLD, the
          system will now alert you with a beep and a message) if all
          customer information is correct, enter C to continue.

          The system will automatically assign an invoice number to each
          invoice, (starting with the number you entered in SETUP for
          INVOICE STARTING NO.).  Also, the system will automatically date
          stamp each entry, so be sure your computer is displaying the
          correct date & time.  Enter the item numbers that the customer
          is purchasing and the system will automatically extract the item
          description and price, print it on the invoice and update your
          inventory quantities at the same time.  If you are not sure of
          the item numbers to enter, press the F10 key for a scrolling
          pick-list.  If you are entering an order for a larger quantity
          of an item number than you have in stock, the system will allow
          this, but will add the exceeding amount ordered to B.O. (Back
          Orders) on the invoice.  You may view, edit, or print a "back-
          order" report from the ORDER ENTRY menu at any time.

          After entering all items to an order, when prompted for another
          item type: QUIT (enter) You will now be prompted to enter
          shipping charges (if any), "Don't forget the decimal!"  (If you
          enter 575 with no decimal, it will assume $575.00).


          PRINTING INVOICES & PACKING SLIPS

          From the ORDER ENTRY Menu, choose INVOICES AND PACKING SLIPS.
          Make sure your printer is on-line.  If you choose PRINT
          INVOICES, you will be prompted for the INVOICE NUMBER.  If you
          are not sure of the number, press the F10 key for a pick-list.

          If your company has its invoices custom printed, You may obtain
          another version of this program from the author which will ONLY
          print the actual data on the invoice, (without columns and
          brackets etc.). You could then bring a sample of this (data only)
          print-out to your printer so that he may design a custom invoice.












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          ACCOUNTS RECEIVABLES

          A sale is not a sale until it has been posted.  Before you can
          post invoices to accounts, invoices must be printed.  After
          invoices are printed, select #1 from receivables menu.  When you
          post to accounts it will take the invoice amount, and post this
          amount to the customer's account balance.  Once an invoice is
          posted, it can not be edited or deleted.

          To credit accounts choose the CREDIT INVOICES option, you may
          enter partial payments or payments in full.  You may print a
          report of all UNPAID INVOICES or print a report of all overdue
          account balances by selecting AGING REPORT and entering the
          number of days in which you allow terms. (Example: if terms are
          net 30 days, simply enter 30)

          If your business does not offer credit terms, you may simply
          disregard the Accounts Receivable section of the program.



          SALES TRACKING

          This part of THE ORDER PRO can be a very valuable tool for
          being in control and knowing what's going on at any time.
          Whether you want to know if you are carrying any "dead weight"
          in stock, or if your sales are up to par, a report is always
          at your fingertips.


          Option #1 RESET SALES TRACKING will ZERO-OUT all previous
          sales on the SALES BY ITEM report.

          Example: You want to know the quantities of each item number
          sold in the first quarter of the coming year.  On January 1st
          you reset sales tracking, and on March 31st you print a SALES
          BY ITEM REPORT.  If any of the item numbers have a quantity
          sold of "0" you may consider running a clearance special on
          that item, after all, the storage space is costing your
          company money.  When you reset the sales tracking, this will
          only affect the SALES BY ITEM report, it will not zero-out
          any other reports.

          Option #5 PRINT SALES BY SALESMAN can be helpful for tracing
          orders to salesperson, figuring commissions, and knowing who
          your best salespersons are.  If you do not have salespersons
          on staff, you may decide to use the salesman field (during
          order entry) to track your advertising dollars.  Place a code
          their to signify where the customer saw your ad.

          Option #6 PRINT DETAIL SALES REPORT is extremely valuable for
          reporting on your business financial status and also for tax
          purposes.  The system will prompt you for a starting date and
          an ending date, and give you a complete printed report of all
          sales entered between the two dates given.  This report will
          list every order by date, and show; Net Order Amount, Tax
          Amount, Shipping Amount, Order Total, and Invoice Number.  At
          the end of the report, each column will be totaled.


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          MAILING LABELS

          Mailing labels is another option from the Account Maintenance
          Menu.  Labels will be printed in zip code order to make bulk-
          rate mailings a breeze.


          This documentation file is just a summary to help get you
          started, when you register your program, you will receive
          a complete printed manual.




          REGISTERED USERS

          Registered users will receive a registered copy of this program,
          with a personal serial number for 60 days of free technical
          support, a complete printed manual.  The registered version
          will hold an unlimited number records, (only depending on hard
          disk space available).  The registration fee is $149.95.

          When you receive your registered copy, you will NOT have to re-
          enter any data that you have already entered into this version,
          if you can remember to copy ONLY the new .EXE file to your OP2
          directory.  If you copy any other of the new files on top of
          the old files it will clear all data that you have already
          entered and you will have to start over.   If you choose to
          maintain the data from this version:  Copy only OP.EXE from your
          new version - to your OP2 directory, then erase the file named
          OP2.EXE.





          If you have any questions concerning this program, or if you
          need further assistance to get started, you may call:

          Automated Systems  [phone]




          Thank you for trying THE ORDER PRO version 2.0.















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