home
***
CD-ROM
|
disk
|
FTP
|
other
***
search
/
Business Heaven
/
Business Heaven.iso
/
accnting
/
sas56t
/
sashelp.hlp
(
.txt
)
< prev
next >
Wrap
Clarion Help
|
1993-07-15
|
38KB
|
667 lines
Enter the following information regarding the PAYMENT
you are receiving towards this unpaid invoice.
DATE
: The date the payment was received.
REFERENCE : Check number, voucher number, etc.
PAYMENT
: The dollar amount of the payment received.
G9OOGG
G,OOGG
G,OOGG
* 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 the client 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
* This table is used to scroll through your ACCOUNTS RECEIVABLE.
* Invoices are sorted by CLIENT NAME.
[ENTER] : Show the detail information screen for this invoice
and view payment history.
[ESC]
: EXIT this window and return to the previous screen.
G OOG
* ACCOUNTS RECEIVABLE
- Unpaid Orders
- Statements - Select Client
- Statements - ALL Clients
* 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 a PACKING LIST showing all items except pricing.
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 data.
* Items are sorted by GROUP NAME.
* Typing the GROUP in the FIND box will initiate a speed search.
* Use this list to find part numbers associated with the same group,
then press [ESC] to continue processing.
G&OOG
G'OOG
* 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
- Inventory price lists
- Cost of Inventory on Hand
- Item count sheets
- Catalog Listing
* 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/VENDOR DIR
: View/Delete/Edit Client and Vendor info.
* PRODUCT LISTING
: View or Edit your inventory list.
* ORDER ENTRY
: Enter new orders / quotations.
* INVENTORY
: View / edit inventory quantities.
* INVOICE RECORDS
: View / reprint past invoices.
* PURCHASE ORDERS
: View/Delete/Edit Purchase Orders.
* REPORT GENERATION
: Generate printed reports.
* UTILITIES
: Pack order files, or change company info.
* ACCOUNTS RECEIVABLE : View open orders / post payments.
ELECTRONIC SOLUTIONS is available to modify or customize SAS for
your specific needs. If you have a programming request, please
document your idea, along with screen prints or sample reports
from this version of SAS and contact us for a quotation.
ELECTRONIC SOLUTIONS
10510 W. Royal Palm Road
Peoria, Az 85345
(602) 977-3036
GHOOGG
G/OOGG
G/OOGG
G/OOGG
G/OOGG
G.OOGG
G/OOGG
G/OOGG
G/OOGG
* * 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.
* MASS UPDATE INVENTORY PRICES
Recalculate all inventory prices to the
default margins in the company information file.
* MORE ABOUT SAS
Additional information aboout SAS.
G4OOG
G4OOG
G4OOG
O1GOO
OOGOO
Press ENTER to delete this invoice from your database files.
Inventory items have been adjusted for this invoice, and
it should not be re-created in Order Entry without manual
adjustment of inventory quantities.
* 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.
* Deleting invoice records should only be done when you no longer
need to reference the invoice data. Deleted records are not
recoverable.
[ENTER] : Display the highlighted invoice.
[ESC]
: EXIT this window and return to the previous screen.
[DEL]
: DELETE the highlighted invoice record.
GEOOG
* 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.
[ALT-G]
: View inventory sorteg by GROUP NAME.
[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
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
* 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
- Inventory price lists
- Total cost of inventory
- Item count sheets (actual count)
- Catalog listing
* ACCOUNTS RECEIVABLE
- Unpaid Orders
- Monthly billing statements
G(OOG
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.
* 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 fields on this form are optional (except NAME and PRICE 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.
[ALT-G] : View view inventory sorted by GROUP NAME.
[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 form is used to update or view payment information.
[INS]
: ADD (Post) a new payment to this invoice.
[DEL]
: DELETE the highlighted paymeny.
[ENTER]
: EDIT the highlighted payment.
G>OOGG
G*OOGG
G'OOGG
* 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.
SELECT PURCHASE ORDER!
[INS] To add a new Purchase Order.
[DEL] To delete an existing Purchase Order.
[ESC] To return to the main menu.
, and
to select an existing PO and
use [ENTER] to view or [CTRL][ENTER] to change.
OGGOGGO
ADDPMT
AOHELP
AROPNHLP
ARRPTHLP
CLIRPT [
COMPANY >
DETLHELP
EMHELP k
ETHELP
EVHELP
FILENAMED
GET_CPY2
GRPHELP ~!
INVHELP d#
INVRPT '%
LCHELP Y&
MAINHELP
MUHELP
NOADD
OEHELP e6
PASTHELP
PIHELP
PIKCLI
PINVHELP
PRNT_ERR
PURCHELP
PVHELP
RMHELP
ROUTE
SALESRPTjT
SCHELP
SDHELP BV
SFHELP
SHOWFIL
SIA
SIC ']
SIS
SQA E^
SQS
UCHELP c_
UIHELP ic
UPITHELP
UQHELP
USHELP bm
VCHELP
VENHOW
VENRPT or
VIEWHELPQs
VIEWNOTE
VIHELP
VMHELP
VOHELP *~
VPMTHELP
VQHELP X
VSHELP
VTHELP
VVHELP c
VVNMHELP