The Business Master (3rd Edition)

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╔════════════════════════════════════════════════════════════════════════════╗ ║ ║ ║ █▄██████████▒░ █████▒░ ██▒░ ██░ ███████████▒░ ║ ║ ███▒░ ██▒░ ██▒░ ██▒░ ██▒░ ██░ ██▒░ ██▒░ ║ ║ ██▒░ ██▒░ █▒░ █▒░ ██▒░ ██░ ██▒░ ██▒░ ║ ║ ██▒░ ██▒░ ██▒░ ██▒░ ██▒░ ██░ ██▒░ ██▒░ ║ ║ ██▒░ ██▒░ ██▒░ ██▒░ ██▒░██░ ██▒░ ██▒░ ║ ║ ██▒░ ██▒░ ███▀▀▀▀▀███▒░ ████▒░ ██▒░ ██▒░ ║ ║ ██▒░ ██▒░ ██▒░ ██▒░ ██▒░ ██▒░ ██▒░ ║ ║ ███▒░ ██▒░ ██▒░ ██▒░ ██▒░ ██▒░ ██▒░ ║ ║ █▀██████████▒░ ██▒░ ██▒░ ██▒░ ███████████▒░ ║ ║ ░░░░░░░░░░░ ░░░ ░░░ ░░░ ░░░░░░░░░░░░ ║ ║ ║ ║ ██▄████░ █████░ ██░ ██░ ████████░ ██░ ██░ ║ ║ ██░ ██░ ██░ ███░ ██░ ██░ ████░ ██░ ║ ║ ██░ ██░ ██░ ████░██░ ██░ ██░ ██░ ██░ ║ ║ ██░ ██░ ██░ ███████░ ██░ ██░ ██░ ██░ ║ ║ ███████░ ████░ ██░████░ ██░ ██▀ ▀██░ ██░ ║ ║ ██░▀██░ ██░ ██░ ███░ ██░ ██▄▄▄▄██░ ██░ ║ ║ ██░ ██░ ██░ ██░ ██░ ██░ ██░ ██░ ██░ ║ ║ ██░ ▀██░ █████░ ██░ ██░ ██░ ██░ ██░ ███████░ ║ ║ ║ ║ ║ ║ ██▄███████▄ ▄████████▄ ▄████████░ ║ ║ ██░ ██░ ██░ ██░ ██░ ║ ║ ██░ ██░ ██░ ██░ ██░ ║ ║ ██▀███████▀ ██░ ██░ ███▄ ║ ║ ██░ ██░ ██░ ▀██████▄ ║ ║ ██░ ██░ ██░ ███░ ║ ║ ██░ ██░ ██░ ██░ ║ ║ ██░ ▀████████▀ █████████▀ ║ ║ ║ ║ RENTAL POINT OF SALE - SUPPLEMENT DOCUMENT ║ ║ ║ ║ BILLING AND INVOICING FOR RENTAL COMPANIES ║ ║ ║ ║ Copyright (c) 1991, TJS LAB, PO Box 585366, Orlando, Florida 32858-5366 ║ ║ ║ ║ ▓▓▓▓▓▓ ███████████▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▐█▌ ║ ║ ▀ ▓▓ ▀ ▓▓▓▓ ▀▀▀▀▀███████████████████████████▌ S ║ ║ ▓▓ ▓▓ ▄▓▓▓▄ ▀████▀▀ ▀████████████ O ║ ║ ▓▓ ▓▓ ▓▓ ▀▀ ███████████ F ║ ║ ▓▓ ▓▓ ▓▓ ▀▓▓▓▄ Specializing In ▐█████████▌ T ║ ║ ▀▓▓▓▀ ▓▓ MicroComputer ██████████ C W ║ ║ ▀▓▓▓▀ & LAN █████■████▌ O A ║ ║ Applications ▐███████████ N R ║ ║ ┌─┐ ┌─┐ ███████████▌ S E ║ ║ ▀▓▓ ▓ ▀▓▄▓▓▓▄ ┌╧─╧┐ ┌─┐ ┌╧─╧┐ ████▀ ▀███ U ║ ║ ▓▓ ▓▓▓ ▓▓ ▓▓ └───╜ ┌╧─╧┐ └───╜ ███ ██▌ L & ║ ║ ▓▓ ▄▓ ▓▄ ▓▓▓▓▓ ░█░ └───╜ ░█░ ███▄▄███ T ║ ║ ▓▓ ▓▓▓▓▓ ▓▓ ▓▓ █████ ░█░ █████ ▀█████▌ I ║ ║ ▓▓▓▓ ▄▓ ▓▄ ▓▀▓▓▓▀ █████ ▀▀▀█ N ║ ║ █ G ║ ║ PO BOX 585366, ORLANDO, FLORIDA 32858-5366 ▄▄▄▄▀ ║ ╚════════════════════════════════════════════════════════════════════════════╝ DAYO RENTAL POS, TJS LAB Table of Contents Page Subject ──── ─────────────────────────────────────── 1...................INTRODUCTION 2...................COPYRIGHT/LICENSE 2...................DISCLAIMER 2...................REQUIREMENTS *** 3...................SETUP 3...................PASSWORD/NAME 3...................MAIN MENU SCREEN - DAYO RENTAL POS 4...................CREATE RENTAL INVOICE 4...................ADD RENTAL ITEM TO ORDER/INVOICE 5...................RETURN OF RENTAL 6...................RETURN A RENTAL ITEM 7...................AMOUNT COLLECTED 7...................PRINT INVOICE 8...................EXAMPLE OF A RECEIPT TYPE INVOICE 8.................. TJS LAB DAYO RENTAL POS, TJS LAB Page: 1 ■ INTRODUCTION DAYO RENTAL POS (Point of Sale) is a Billing and Invoicing application for any business that rents items, equipment, or services, ie: Videos, Tapes, Furniture, Tools, Appliances, etc. This program requires the regular DAYO POS module for its reports and configuration settings. It is by default a multiuser system, allowing almost unlimited numbers of users to have the ability to simultaneously invoice using this one program on a PC based LAN/Network. It can however, be run (like all DAYO products) as a 'standalone' application. This is a supplemental document covering only the peculiarities of the DAYO RENTAL POS module. For more in-depth document on all other features of this module, read the DAYO POS document since it covers all the remaining operations. Some of the DAYO RENTAL POS highlights are: Multiuser (ie: Novell) Registers Quote Interface (to DAYO Quotes) Templates Back Orders Work Orders Data Entry Validation Cash Drawers (Serial or Parallel) Databases are dBase (tm) compatible Receipt Type Invoices HP Laser Special Invoices Preprinted Invoices Standard Invoices Packing/Shipping Lists Special Customer Pricing (interfaces with DAYO PriceBook) Margin Discount Off List Fixed Sales Tax Codes Terms Codes Invoice Type Codes Shippers/Method of Shipment Codes Freight On Board Codes Credit Limits Passwords (with DAYO Passwords) DAYO RENTAL POS, TJS LAB Page: 2 Other DAYO Products: DAYO Inventory Inventory Control, Vendors, Purchasing, Receiving DAYO Quotes Sales Quoting System DAYO Price Books Special pricing for your customers as well as a wide range of product catalogs/reports DAYO AR Accounts Receivable DAYO AP Accounts Payable DAYO GL General Ledger DAYO BO Back Orders DAYO EOP End Of Period Posting DAYO Passwords Password protect your DAYO system DAYO Smart Reports A variety of reports pertaining to the above modules DAYO Membership Track Members, Associations, Clubs DAYOX Network/LAN Index Maintenance Utility * And More ! ■ COPYRIGHT/LICENSE This manual and software is copyrighted with all rights reserved by TJS LAB. No copying of this manual or software is authorized without the prior written consent of TJS LAB. An exception to this rule is the making of backup copies of registered software disks. No RESALE of any part of the source codes is authorized without the prior written consent of TJS LAB. TJS LAB retains all rights to DAYO POS software, documentation, and source codes. ■ DISCLAIMER No warrant is made that this software will work in all environments, or with all resident programs and hardware configurations. TJS LAB has tested this software in many environments and found it to perform as expected, however, this software is licensed "AS IS". TJS LAB will not be liable for any damage done to your data, hardware, and/or software systems as a result of using DAYO POS. ■ REQUIREMENTS *** IBM or Compatible CPU 640K memory * DOS 3.3 or above Hard Disk DAYO RENTAL POS, TJS LAB Page: 3 ■ SETUP To setup DAYO RENTAL POS, use the SETUP program supplied on the MENU or Update & Conversion diskette, or copy the contents of the DAYO RENTAL POS floppy disks into a directory on your hard disk (ie: \DAYOPOS). If this is a .ZIP file, then UnZip/UnArc the files here. When running Rental POS for the first time, it will create all the database, index, and configuration files it requires for operation. If other DAYO modules are being used, be sure to enter the location of these databases into the DAYO POS configuration. Type and enter 'DAYOPR' at the DOS prompt to run the program (ie: C:\DAYOPR ). ■ PASSWORD/NAME Upon initial entry into any DAYO module, including this one, you are required to input your name or password (if passwords installed), ie: ┌────────────────────────────────────────────────────────────────────────────┐ │┌──────────────────────────────────────────────────────────────────────────┐│ ││ Enter Your Name: TJ ││ │└──────────────────────────────────────────────────────────────────────────┘│ └────────────────────────────────────────────────────────────────────────────┘ ■ MAIN MENU SCREEN - DAYO RENTAL POS The Main Menu screen for this module is the Invoicing routines section of the regular POS module. The addition of a RETURN OF RENTAL option has been added: DAYO RENTAL POS Version 2.0 TJS LAB INVOICE ┌────[March 1991]────┐ Copyright (c) 1991, All Rights Reserved │S M T W T F S │ ╔════════════════════════╗ ├────────────────────┤ ║ INVOICE ROUTINES ║█▄███▄ ▄███▄ ██░ ██░ ▄████▄│ 1 2│ ╟────────────────────────╢██░ ██░ ██░██░ ██░ ██░ ██░ ██│ 3 4 5 6 7 8 9│ ║ CREATE RENTAL INVOICE ║██░ ██░ ██░██░ ▀█████░ ██░ ██│10 11 12 13 14 15 16│ ║ RETURN OF RENTAL ║██░ ██░ ██▀▀▀██░ ▀██▀ ██░ ██│17 18 19 20 21 22 23│ ║ BROWSE INVOICE HEADERS ║██░ ██░ ██░ ██░ ██░ ██░ ██│24 25 26 27 28 29 30│ ║ BROWSE INVOICE DETAIL ║█▀███▀ ██░ ██░ ██░ ▀████▀│31 │ ║ BROWSE/CREATE TEMPLATE ║ Point of Sale └────────────────────┘ ║ REPRINT INVOICE ║ Billing & Invoicing ║ OPEN CASH DRAWER ║ ║ BACK ORDERS ║ ██▄███████▄ ▄████████▄ ▄████████░ ║ VIEW INVENTORY ║ ██░ ██░ ██░ ██░ ██░ ╟────────────────────────╢ ██░ ██░ ██░ ██░ ██░ ║ Select Option ║ ██░ ██░ ██░ ██░ ██░ ╚════════════════════════╝ ██▀███████▀ ██░ ██░ ███▄ █▄███░ ████░ █░ █░ █████░ █░ █░ ██░ ██░ ██░ ▀██████▄ █░ █░ █░ ██░█░ █░ █▀█░ █░ ██░ ██░ ██░ ███░ █████░ ███░ ████░ █░ █▀ ▀█░ █░ ██░ ██░ ██░ ██░ █░▀█░ █░ █░██░ █░ █▄▄▄█░ █░ ██░ ██░ ██░ ██░ █░ ▀█░ ████░ █░ █░ █░ █░ █░ ███░ ██░ ██░ ██░ ██░ Rental POS Version ██░ ▀████████▀ █████████▀ DAYO RENTAL POS, TJS LAB Page: 4 ■ CREATE RENTAL INVOICE To create a rental invoice, follow the instructions in the regular POS module documentation. The ONLY major difference between a normal invoice and a rental invoice is the TYPE field. A rental invoice MUST HAVE a TYPE of 'REN'. This should be made to be the default TYPE for all new and existing customers. Invoices with a TYPE of 'REN' will NOT be posted into AR. They remain in the invoice databases (INVOICE.DBF & DETAIL.DBF) until they are returned and/or the TYPE is changed. If you use the RETURN OF RENTAL routine, the TYPE is changed to 'RET' (note the difference from 'Ret' which means a return of goods with a refund due...). Invoices with a TYPE of 'RET' will be posted into AR during the AR posting process. ■ ADD RENTAL ITEM TO ORDER/INVOICE When selecting inventory items to be added to the invoice, prompts will appear for Date and Time the rental item is due for return. DAYO RENTAL POS Version 2.0 TJS LAB INVOICE ╔══════════════════════════════════════╦══[ Detail Items ]═══════════════════╗ ║ BILL TO: ║ Subtotal: Lines: ║ ║ U.S. Army Reserve Control ║ Item Qty Extended ║ ║ U.S. Army Reserve Components ║ ║ ║ Supply & Services Center ║ ║ ║ St. Louis, MO 12345 ║ ║ ╠═══[ Item Info ]══════════════════════╩════[ Main Warehouse ]═══════════════╣ ║ Item Vendor Item Vendor Description Avail ║ ║ INK-PEN-BLU O-0802 4x5 HEGA Ink Pen, Blue 9999 ║ ║ Onhand OnOrder Cost Retail Price Adj. Price PB Method ║ ║ 9999 3000 1.40 3.00 1.99 1.99 DEF 0.000║ ╚═══════════════════════════[ Add Item To Order ]════════════════════════════╝ Margin: 0.000 List Discount: 0.000 Description: Ink Pen, Blue 2nd Description: Cost: 1.40 Price: 1.99 Quantity: 1 Date Rental Due: 03/25/91 Time Rental Due: 20:08:07 Esc (Exit) F1 (Help) 12/470 DAYO RENTAL POS, TJS LAB Page: 5 ■ RETURN OF RENTAL Use this menu routine to return items to inventory that have previously been invoiced as Rentals Out; TYPE: 'REN'. Locate the Customer with the Customer's Invoice Number, Name, or Customer Number. ╔════════════════════════════════════════════════════════════════════════════╗ ║ BILL TO: RENTER: ║ ║ Larry Thompson Larry Thompson ║ ║ 129 East Liver Street 129 East Liver Street ║ ║ Suite #1 Suite #1 ║ ║ Faye, NC 39393 Faye, NC 39393 ║ ║ CUSTOMER # TYPE SALESPER TERMS SHIPPER ║ ║ 11101 RET tj CASH N/A ║ ║ PHONE ATTN CREDIT LASTDATE ║ ║ (919) 123-5555 1047.64 02/12/91 ║ ╚════════════════════[ Return Rental - Locate Customer ]═════════════════════╝ INVOICE CUSTOMER RENTER'S NAME ─────────────────────╥──────────╥───────────────────────────────────────────── 3483 ║ 12341 ║ Eva's Germany 3484 ║ 41401 ║ Ron & Brenda's Work Out Shop 3485 ║ 53521 ║ Terry Jerome Smith, Inc 3486 ║ 11701 ║ Stacy & Company 3487 ║ 12451 ║ Jose Salvidar, Inc. 3488 ║ 15201 ║ George Moonilal 3489 ║ 11101 ║ Larry Thompson Esc (Exit) Enter (Select) F2 (Edit) F3 (Detail) Ctrl F1 (Reset Subtotal) Ctrl F2 (Notes) Ctrl U (Delete/Recall) Find: F5 (Invoice) F6 (Renter's Name) F7 (Customer) 72/72 No invoice can be returned if it's TYPE field is not 'REN'. If you try to return an invoice that is not a Rental Out type, you will get the following message: This is not a rental invoice! The Invoice Header TYPE must be: 'REN'... DAYO RENTAL POS, TJS LAB Page: 6 ■ RETURN A RENTAL ITEM After finding the invoice you wish to return, press Enter. If the items due for return are 'late', they will be blinking in the window display at the lower right of the screen. A prompt will appear asking if the invoice is fine. If you wish to make an adjustment to the invoice (ie: add a late fee), respond with an 'N'. ╔══════════════════[ Return Rental: Larry Thompson (11101) ]═════════════════╗ ║ ║ Item Price Date Due Time Due║ ║ ────────────────────────── ║ 010-0807/S1* 11.84 03/25/91 19:41:25║ ║ Is everything OKay? (Y/N) ║ 010-0807/06 70.98 03/25/91 19:41:22║ ║ ────────────────────────── ║ 010-0805/S1* 9.60 03/25/91 19:41:19║ ║ ║ 010-0805/06 57.58 03/25/91 19:41:16║ ║ ║ 010-0804/S1* 9.22 03/25/91 19:41:13║ ║ ║ 010-0804/06 55.28 03/25/91 19:41:10║ ║ ║ 010-0803/S1* 8.96 03/25/91 19:41:07║ ║ ║ 010-0803/06 53.74 03/25/91 19:41:04║ ║ ║ 010-0802/S5* 41.20 03/25/91 19:41:01║ ╚═════════════════════════════════╩══════════════════════════════════════════╝ If you responded with a 'N', the invoice subtotals will appear on the lower left of the screen, plus a prompt for the adjustment. ╔══════════════════[ Return Rental: Larry Thompson (11101) ]═════════════════╗ ║ ║ Item Price Date Due Time Due║ ║ Taxes: 0.00 ║ 010-0807/S1* 11.84 03/25/91 19:41:25║ ║ Freight: 1.00 ║ 010-0807/06 70.98 03/25/91 19:41:22║ ║ Adjustment: 2.01 ║ 010-0805/S1* 9.60 03/25/91 19:41:19║ ║ Subtotal: 318.40 ║ 010-0805/06 57.58 03/25/91 19:41:16║ ║ - Paid: 321.41 ║ 010-0804/S1* 9.22 03/25/91 19:41:13║ ║ ---------------------- ║ 010-0804/06 55.28 03/25/91 19:41:10║ ║ Total Due: 0.00 ║ 010-0803/S1* 8.96 03/25/91 19:41:07║ ║ Enter Adjustment: 1.00 ║ 010-0803/06 53.74 03/25/91 19:41:04║ ║ + or - ║ 010-0802/S5* 41.20 03/25/91 19:41:01║ ╚═════════════════════════════════╩══════════════════════════════════════════╝ DAYO RENTAL POS, TJS LAB Page: 7 ■ AMOUNT COLLECTED When returning an item, you are given another opportunity to collect payment for the invoice or any adjustments just made. ╔══════════════════[ Return Rental: Larry Thompson (11101) ]═════════════════╗ ║ ║ Item Price Date Due Time Due║ ║ Enter Adjustment: 1.00 ║ 010-0807/S1* 11.84 03/25/91 19:41:25║ ║ ║ 010-0807/06 70.98 03/25/91 19:41:22║ ║ Amount Collected: 1.00 ║ 010-0805/S1* 9.60 03/25/91 19:41:19║ ║ ║ 010-0805/06 57.58 03/25/91 19:41:16║ ║ ║ 010-0804/S1* 9.22 03/25/91 19:41:13║ ║ ║ 010-0804/06 55.28 03/25/91 19:41:10║ ║ ║ 010-0803/S1* 8.96 03/25/91 19:41:07║ ║ ║ 010-0803/06 53.74 03/25/91 19:41:04║ ║ ║ 010-0802/S5* 41.20 03/25/91 19:41:01║ ╚═════════════════════════════════╩══════════════════════════════════════════╝ ■ PRINT INVOICE The option to print an invoice is presented each time a rental return is made. It will default ('Y' or 'N'), based on the last response. ╔══════════════════[ Return Rental: Larry Thompson (11101) ]═════════════════╗ ║ ║ Item Price Date Due Time Due║ ║ Enter Adjustment: 0.00 ║ 010-0807/S1* 11.84 03/25/91 19:41:25║ ║ ║ 010-0807/06 70.98 03/25/91 19:41:22║ ║ Amount Collected: 0.00 ║ 010-0805/S1* 9.60 03/25/91 19:41:19║ ║ ║ 010-0805/06 57.58 03/25/91 19:41:16║ ║ ────────────────────────── ║ 010-0804/S1* 9.22 03/25/91 19:41:13║ ║ Print Invoice? (Y/N) ║ 010-0804/06 55.28 03/25/91 19:41:10║ ║ ────────────────────────── ║ 010-0803/S1* 8.96 03/25/91 19:41:07║ ║ ║ 010-0803/06 53.74 03/25/91 19:41:04║ ║ ║ 010-0802/S5* 41.20 03/25/91 19:41:01║ ╚═════════════════════════════════╩══════════════════════════════════════════╝ DAYO RENTAL POS, TJS LAB Page: 8 ■ EXAMPLE OF A RECEIPT TYPE INVOICE There are four (4) types of invoices, but the following is an example of a Receipt Type Invoice. Note, this invoice is less than 40 characters wide, and if printed with small pitch/characters, it looks very similar to a grocery store type receipt. Invoice: 3489 Date: 03/24/91 Account: 11101 Time: 20:51:36 Larry Thompson 129 East Liver Street Suite #1 Faye, NC 39393 Phone: (919) 123-5555 Type: Rental Return *** Shipper: PICKUP Terms: CASH -------- ------------ -------------- Qty Item Extended Price -------- ------------ -------------- 1 010-0802/S5* 1.00 The Three Cats 1 010-0803/06 1.00 Turkey In The House Part 2 1 010-0803/S1* 1.00 Turkey In The House Part 3 1 010-0804/06 1.00 The 4 Little Pigs 1 010-0804/S1* 1.00 The 3 Little Pigs Get Fed 1 010-0805/06 1.00 The 3 Little Pigs/Slaughtered 1 010-0805/S1* 1.00 Debbie Does Larry 1 010-0807/06 1.00 Larry Fires Debbie 1 010-0807/S1* 1.00 Sheep in My Sleep ---------- Subtotal: 9.00 Adjustment: 1.00 Freight: 1.00 ---------- Total: 11.00 ---------- - Credit: 11.00 ---------- Due: 0.00 Thank You! - - - - - - - - - - - - - - - - - - - ■ TJS LAB FOR MORE INFORMATION ABOUT THIS MODULE, YOU WILL FIND IT IN THE REGULAR POS DOCUMENTATION (FILE NAME: DAYOPOS.DOC).... Call us if you have any questions! TJS LAB, Orlando, Florida (407) 291-3960/6987