The Business Master (3rd Edition)

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Box 585366 █ ║ ║ Orlando, Florida 32858-5366 (407) 291-3960 ▄▄▄▄▀ ║ ╚════════════════════════════════════════════════════════════════════════════╝ DAYO SMS, TJS LAB ■ SOFTWARE SUPPORT POLICY 1. TJS LAB does not support users of unregistered DAYO products with the exception of installation questions. 2. Support (included with registration) remains in effect for 3 months after date of purchase. 3. Support is available through the following methods: - Limited Phone Support: (407) 292-4708 9am to 6pm M-F - U.S. Mail: TJS LAB, Inc., PO Box 585366, Orlando, FL 32858-5366 - Compuserve Easyplex: 76367,1401 4. Any errors ("bugs or features') in the program will be corrected and the 'fix' sent promptly (via modem if possible). DAYO SMS, TJS LAB Table of Contents Page Subject ──── ────────────────────────────────────────────────────────── 1......INTRODUCTION 1......COPYRIGHT/LICENSE 2......DISCLAIMER 2......REQUIREMENTS 2......SETUP 2......MAIN MENU 3...... PASSWORDS 4...... EXIT 4......PRICING PRIORITIES 5......PRICING PRIORITY FLOWCHART 6......DATABASE USAGE FLOWCHART 7......PRICING PROFILE CHART 8......CUSTOMER PROFILES 9...... CUSTOMER DEFAULTS/PROFILE OPTIONS 10...... CUSTOMER DEFAULTS 11...... FIXED PRICING 12...... ADD FIXED PRICES FROM INVENTORY 12...... SELECT ITEM TO BE ADDED AS FIXED PRICE 13...... ADD FIXED PRICE 13...... FIND FIXED PRICE RECORD 13...... FIXED PRICE LIST DISCOUNT 14...... FIXED PRICE MARGIN DISCOUNT 14...... RESET FIXED PRICES 15...... EXCLUDED ITEMS 16...... ADD FIXED PRICES FROM INVENTORY 16...... FIND EXCLUDED ITEM 17...... VENDOR TABLE 18...... EXPLANATION OF CUSTOMER PROFILE OPTIONS 19...... EDIT MARGIN/LIST VALUES FOR VENDOR 19...... ADDING VENDOR TO VENDOR TABLE 20...... FIND VENDOR TABLE RECORD 20...... SPECIAL COMMENT FOR PRICE BOOK 21...... COPY CUSTOMER PROFILE 21...... EDIT CUSTOMER NOTES 21...... IMPORT TEXT INTO CUSTOMER NOTES 22...... ADD A NEW CUSTOMER RECORD 23...... FAST FIND CUSTOMER 24...... EXTENDED CUSTOMER INFORMATION 25...... FIND CUSTOMER RECORD 26......BROWSE THE INVENTORY DATABASE 27...... FULL SCREEN EDIT - INVENTORY RECORD 28...... FULL ITEM NUMBER INFORMATION 29...... TECHNICAL ITEM NUMBER INFORMATION 29...... ADD NEW INVENTORY ITEM DAYO SMS, TJS LAB Table of Contents Page Subject ──── ────────────────────────────────────────────────────────── 30...... ADD A NEW INVENTORY RECORD - FULL SCREEN EDIT 30...... CALCULATE MARGIN 31...... CALCULATE LIST DISCOUNT 31...... RELATED ITEM NUMBERS 32...... FIND ITEM - INVENTORY BROWSE 33...... INVENTORY - FAST FIND 34...... PRINT CUSTOMER SPECIFIC PRICE BOOK 34...... PRINT PRICE BOOK - INDEX SELECTION 35...... PRINT PRICE BOOK - SELECT FORMAT 36...... PRICE BOOK FORMATS LIST 36...... PRINT PRICE BOOK - SELECT CONDITION/SCOPE 37...... PRINT PRICE BOOK - DIRECT OUTPUT 38...... PRINT PRICE BOOK - SELECT EXPORT FILE FORMAT 39...... PRINT PRICE BOOK - SET LINES PER PAGE 40...... EXAMPLE OF A STANDARD PRICE BOOK 41......SALES ORDER ENTRY & QUOTES 42...... CREATE SALES ORDER/QUOTE 43...... CUSTOMER RECORD - FULL SCREEN EDIT 44...... ADD A NEW CUSTOMER RECORD - FULL SCREEN EDIT 45...... FAST FIND - CUSTOMER RECORD 46...... FIND CUSTOMER 47...... BUILDING QUOTE - ADDING DETAIL ITEMS 47...... ADDING DETAIL TO QUOTE 48...... RELATED ITEMS 49...... EDIT SELECTED QUOTE DETAIL ITEMS 49...... ADDITIONAL DESCRIPTIONS WHILE BUILDING QUOTE 50...... COMPUTE MARGIN PRICE FOR ITEM 50...... COMPUTE LIST DISCOUNT PRICE FOR ITEM 50...... COMPUTE GLOBAL MARGIN PRICE FOR ENTIRE QUOTE 50...... COMPUTE GLOBAL LIST DISCOUNT PRICE FOR ENTIRE QUOTE 51...... EXPANDED ITEM INFORMATION 52...... FAST FIND - INVENTORY ITEM WHILE BUILDING QUOTE 52...... TEMPLATES 53...... MAINTENANCE & SERVICE PRICING 54...... LEASING 55...... HIDE COST FROM CUSTOMER 55...... FINISHED ADDING DETAIL PART NUMBERS TO QUOTE 55...... ADD SERVICE/MAINTENANCE TO QUOTE 56...... EDIT SERVICE RATE/PRICE BY LINE ITEM 57...... FINAL EDIT SCREEN 57...... FINAL EDIT SCREEN 58...... MULTIPLE SHIPTOS 58...... SELECT TYPE OF QUOTE 58...... SELECT QUOTE TERMS DAYO SMS, TJS LAB Table of Contents Page Subject ──── ────────────────────────────────────────────────────────── 59...... SELECT METHOD OF SHIPPING OR SHIPPER 59...... SELECT SALES PERSON(S) 60...... SPLIT COMMISSION 61...... SELECT TAX RATES 61...... PRINT/POST/ABORT/FINISH QUOTE 62...... QUOTE POSTING & COPIES 63...... DIRECT QUOTE OUTPUT TO PRINTER OR FILE 64...... CREATE FOLLOWUP & PROBABILITY RECORDS 65...... EDIT NOTE FOR CALENDAR ENTRY WHILE CREATING FOLLOW RECORD 65...... MODIFY QUOTE 66...... BROWSE QUOTES 67...... FULL SCREEN EDIT - QUOTE HEADER 68...... BROWSE THE QUOTE DETAIL 69...... FULL SCREEN EDIT - DETAIL RECORD 69...... ADD ITEM TO QUOTE WHITE IN QUOTE DETAIL BROWSE 70...... FIND QUOTE DETAIL 70...... FIND QUOTE HEADER 71...... REPRINT/PRINT QUOTE 71...... QUOTE COPIES 72......CONTACTS & CALENDAR 73...... CONTACT MANAGEMENT MAIN SCREEN 73...... EDIT CONTACT RECORD 74...... EDIT CONTACT NOTES 74...... RUN SALES ORDER ENTRY/QUOTE ROUTINES 75...... FIND CONTACT 75...... CREATE TELEPHONE MESSAGE RECORD 76...... RECORD PHONE CALL/MESSAGE 76...... DESCRIPTION OF PHONE CALL FIELDS 77...... EDIT &/OR SCHEDULE CALENDAR ENTRY 78...... DESCRIPTION OF PHONE CALL FIELDS 79...... EXPANDED CUSTOMER INFORMATION 80...... ADD CONTACT RECORD 80...... EDIT SALES POTENTIAL 81...... FAST FIND - CONTACT RECORD 81...... FULL SCREEN EDIT - CONTACT RECORD 82...... CONTACT DUMP REPORT 83...... EXAMPLE OF A CONTACT DUMP REPORT 84...... SALES PERSON CALENDAR 84...... 7 DAY CALENDAR - SPECIFIC SALES PERSON 86...... EDIT &/OR SCHEDULE CALENDAR ENTRY 87...... DESCRIPTION OF CALENDAR FIELDS 88...... CALENDAR BROWSE 88...... EDIT &/OR SCHEDULE CALENDAR ENTRY 88...... EDIT CALENDAR RECORD DAYO SMS, TJS LAB Table of Contents Page Subject ──── ────────────────────────────────────────────────────────── 89...... ADD CALENDAR RECORD 89...... EDIT CALENDAR NOTES 89...... FAST FIND CALENDAR ENTRY/EVENT 90...... PRINT TODAY'S CALENDAR 90...... EXAMPLE OF TODAY'S CALENDAR REPORT 91...... SALES MANAGER CALENDAR 92...... ACCESS QUOTES FROM CONTACT MANAGEMENT 92...... ACCESS CUSTOMER BROWSE FROM CONTACT MANAGEMENT 93...... FORM LETTERS 94...... CREATE NEW FORM LETTER 94...... EDIT FORM LETTER 95...... IMPORT TEXT FILE 95...... SELECT FIELD 96...... SELECT DATABASE 97...... EXAMPLE OF FORM LETTER 98...... PRINT FORM LETTER 100...... SELECT FORM LETTER TO EDIT 101...... PRODUCTS 102...... FULL SCREEN EDIT - PRODUCT RECORD 103...... PRODUCT FIELD DESCRIPTIONS 104...... IMPORT QUOTE ITEMS INTO PRODUCT FILE 105...... PRODUCT REPORTS 105...... EXAMPLE OF ABBREVIATED PRODUCTS REPORT 106...... FIND PRODUCT 107...... SCRIPTS 109...... LIST SCRIPT FILES 110...... EVENTS 110...... EDIT EVENT RECORD 111...... EVENTS DETAIL BROWSE 111...... EDIT EVENTS DETAIL 111...... FIND EVENT DETAIL 112...... ADD/DELETE EVENT RECORD 112...... FIND EVENT HEADER 113...... SPECIAL DATES 113...... EDIT SPECIAL DATE 114...... ADD SPECIAL DATE RECORD 115......CONFIGURATION 116...... CONFIGURATION LISTING 116...... COMPANY NAME 117...... COMPANY ADDRESS 117...... COMPANY TELEPHONE 117...... INVENTORY DATABASE LOCATION DAYO SMS, TJS LAB Table of Contents Page Subject ──── ────────────────────────────────────────────────────────── 118...... CUSTOMER DATABASE LOCATION 118...... LEASING TITLES 119...... SERVICE/MAINTENANCE CONTRACT TITLES 119...... DISPLAY CALENDAR UPON INITIAL ENTRY INTO PROGRAM 120...... GLOBAL EXCLUDED CATEGORIES 120...... GLOBAL EXCLUDED TYPES 121...... TAX THE ADJUSTMENT FIELD 121...... TAX THE FREIGHT FIELD 122...... USE 2ND TAX 124...... AUTOMATICALLY PRINT QUOTES 125...... QUOTE PRINTER PORT 125...... LAST QUOTE NUMBER 125...... QUOTE COPIES 126...... DEFAULT COMMENT 126...... SPECIAL QUOTE COMMENT 126...... REPORT PRINTER PORT 127...... DEFAULT QUOTE NOTES PHRASE 127...... DEFAULT QUOTE TYPE 128...... DEFAULT TAX RATE 128...... DEFAULT TERMS 129...... DEFAULT SHIPPER/METHOD OF SHIPMENT 129...... DEFAULT CITY 129...... DEFAULT STATE 130...... DEFAULT ZIPCODE 130...... DEFAULT SALES PERSON 130...... DEFAULT DIVISION 130...... DEFAULT DEPARTMENT 131...... DEFAULT AREA CODE 131...... DEFAULT GROUP 131...... DEFAULT CARRIER 131...... DEFAULT CALENDAR TYPE 132...... DEFAULT LENGTH/DURATION OF MEETING/EVENT/ACTION 132...... DEFAULT CONTACT NOTES 133...... DEFAULT COST FIELD *** 133...... ALLOW CUSTOMER ADD 134...... ALLOW CUSTOMER EDIT 134...... ALLOW INVENTORY ADD 135...... ALLOW INVENTORY EDIT 135...... CATEGORY TITLES 136...... COLOR MONITOR 136...... COLOR INTENSITY 137......REPORTS & ROUTINES 137...... REPORTS & ROUTINES LIST DAYO SMS, TJS LAB Table of Contents Page Subject ──── ────────────────────────────────────────────────────────── 138...... PRINTER DRIVER (PRINTER SETUP) 139...... PRINTER DRIVER OPTIONS 139...... CHANGE DEFAULT PRINTER 140...... FULL SCREEN EDIT - F2 140...... PRINTER DRIVER DATABASE FIELD DEFINITIONS 141...... CUSTOMER LIST 143...... SELECT PRINTER OPTIONS AT PRINT TIME 144...... CUSTOMER EXPANDED REPORT 145...... CUSTOMER NOTES REPORT 146...... CUSTOMER BILL TO LABELS 147...... CUSTOMER SHIP TO LABELS 148...... CUSTOMER PRICING PROFILES 149...... EXAMPLE OF A CUSTOMER PROFILE - DEFAULT SETTINGS 150...... CONTACT TELEPHONE LIST 151...... CONTACT ABBREVIATED REPORT 152...... CONTACT DUMP 154...... CONTACT ADDRESS LABELS 155...... INVENTORY LIST 156...... INVENTORY EXPANDED REPORT 157...... INVENTORY AVAILABLE REPORT 158...... NEW ITEMS REPORT WITH DATE RANGE 160...... QUOTES HEADER REPORT 162...... QUOTES DETAIL REPORT 164...... VENDOR LISTING 164...... SALES PERSON REPORT 164...... CATEGORY LISTING 165...... RELATED ITEMS BROWSE 167...... EXPANDED PART NUMBER INFORMATION 168...... FULL SCREEN EDIT - EXPANDED ITEM RECORD 168...... TECHNICAL PART NUMBER INFORMATION 169...... BROWSE ANY DATABASE 169...... PICK A DATABASE 170...... FULL SCREEN EDIT 170...... CLEAN-UP PROFILE INDEXES 170...... VIEW REPORTS ON SCREEN 171...... REPORT VIEWING SCREEN 172......MISCELLANEOUS ROUTINES 172...... MISC ROUTINES MENU 173...... APPEND FROM 175...... BROWSE DATABASES 177...... COPY (.DBF) TO 179...... CREATE DATABASE 181...... DELETE RECORDS DAYO SMS, TJS LAB Table of Contents Page Subject ──── ────────────────────────────────────────────────────────── 182...... ERASE FILE 182...... EXIT TO DOS 183...... INDEX A DATABASE 184...... LIST FIELDS 187...... MODIFY DATABASE 188...... PACK DATABASE 189...... RECALL RECORDS 189...... RETURN TO MENU 189...... RUN (DOS COMMAND) 190...... SIMPLE EDITOR 191...... SORT DATABASE 192...... TYPE (PRINT) FILE 193...... ZAP DATABASE 195......HELP SCREENS 196...... EXPANDED HELP 197...... USER DEFINED & INPUTTED HELP SCREENS/MESSAGES 198...... VIEW DOCUMENTATION ON SCREEN 199......DATABASE STRUCTURES 199...... DATABASE - BOM.DBF 200...... DATABASE - CALENDAR.DBF 201...... DATABASE - CONTACTS.DBF 202...... DATABASE - CUSTMEMO.DBF 202...... DATABASE - CUSTOMER.DBF 203...... DATABASE - DBA2.DBF 203...... DATABASE - DEPT.DBF 204...... DATABASE - DIVISION.DBF 204...... DATABASE - EVENTS.DBF 204...... DATABASE - EVENTSD.DBF 204...... DATABASE - GROUP.DBF 205...... DATABASE - INV.DBF 206...... DATABASE - INV2.DBF 206...... DATABASE - LEASING1.DBF 206...... DATABASE - LEASING2.DBF 207...... DATABASE - LEASING3.DBF 207...... DATABASE - LEASING4.DBF 207...... DATABASE - PDRIVER.DBF 208...... DATABASE - PRODFILE.DBF 208...... DATABASE - PRODUCTS.DBF 208...... DATABASE - QUONOTES.DBF 209...... DATABASE - QUOTES.DBF 210...... DATABASE - QUOTESD.DBF 210...... DATABASE - SALESPER.DBF DAYO SMS, TJS LAB Table of Contents Page Subject ──── ────────────────────────────────────────────────────────── 211...... DATABASE - SALUTATE.DBF 211...... DATABASE - SHIPPER.DBF 211...... DATABASE - SHIPTOS.DBF 212...... DATABASE - SPECIAL.DBF 212...... DATABASE - TAXCODE.DBF 212...... DATABASE - TERMS.DBF 212...... DATABASE - TITLE.DBF 213...... DATABASE - TYPE.DBF 213...... DATABASE - VENDORS.DBF 214...... DATABASE - WAREHOUS.DBF 215......DATA DICTIONARY DAYO SMS, TJS LAB Page: 1 ■ INTRODUCTION DAYO Sales Management System (SMS) was designed to aid the business or sales person in the creation of Price Books and Quotes/Sales Orders, and in the management of Contacts and Calendar events. It is by default a multiuser system, allowing almost unlimited numbers of users to have the ability to simultaneously access the same data on a PC based LAN/Network. From the main menu of DAYO SMS, you can view customer information, edit customer profiles/defaults, view the inventory, create price books, create sales order quotes, maintain sales contacts, maintain a calendar, set the configuration settings and defaults for the entire system, run special routines and print reports & labels. 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 EOP End Of Period Posting DAYO MRP Bill of Materials, Ship Orders DAYO Job Costing Job/Work Order/Project Costing System DAYO Smart Reports A variety of reports pertaining to the above modules DAYO Payroll U.S. Payroll DAYO Report Writer Relational Report (tm) Writer ■ 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. Authorization to distribute Demonstration Versions is granted. DAYO SMS, TJS LAB Page: 2 ■ 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 SMS. ■ REQUIREMENTS IBM Compatible Computer with at least 20 megabytes of free disk space (less required for Lap Tops). An AT class CPU is highly recommended (286 or better). 640k base RAM with 520k free after DOS (and Networks) loaded DOS 3.3 or above Printer, preferably an HP Laser Printer (or compatible, all/any types), but a Dot Matrix will be fine. ■ SETUP To setup DAYO SMS, use the SETUP program supplied on the MENU or Update & Conversion diskette, or copy the contents of the DAYO SMS floppy disks into a directory on your hard disk (ie: \DAYOSMS), then 'uncompress' (ie: PKunzip ) them. When running DAYOSMS 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 SMS configuration. ■ MAIN MENU All major DAYO SMS routines are accessed from the main menu: Customer Browse & Pricing Profiles Inventory Browse Price Books Sales Orders/Quotes Contact Management & Calendar Configuration Reports & Special Routines DAYO SMS, TJS LAB Page: 3 A routine to reindex all databases is also available from the main menu; Press Alt F9 to reindex all databases accessed by DAYO SMS. DAYOSMS Version 4.0 Copyright (c) 1992 TJS LAB ┌───[October 1991]───┐ │S M T W T F S │ ██▄███░ ▄███▄ ██░ ██░ ▄███▄ ├────────────────────┤ ██░ ██░ ██░██░ ██░ ██░ ██░██░│ 1 2 3 4 5│ ██░ ██░ ██░██░ ▀████▀ ██░██░│ 6 7 8 9 10 11 12│ ╔══════════════════════╗ ██░ ██░ ██▀▀▀██░ ██ ██░██░│13 14 15 16 17 18 19│ ║ 1 Customer Profiles ║░ ██░ ██░ ██░ ██░ ██░ ██░██░│20 21 22 23 24 25 26│ ╠══════════════════════╣░ ██▀███░ ██░ ██░ ██░ ▀███▀ │27 28 29 30 31 │ ║ 2 Inventory Browse ║░ │ │ ╠══════════════════════╣░ └────────────────────┘ ║ 3 Price Books/Lists ║░ ╠══════════════════════╣░ ▄██████▄ ██░ ██░ ▄██████▄ ║ 4 Sales Orders/Quotes║░ ██░ ████░ ████░ ██░ ╠══════════════════════╣░ ██░ ██████░ ██████░ ██░ ║ 5 Contact Management ║░ ▀██████▄ ██░ ██████░ ██░ ▀██████▄ ╠══════════════════════╣░ ██░ ██░ ██░ ██░ ██░ ║ 6 Configuration ║░ ██░ ██░ ██░ ██░ ██░ ╠══════════════════════╣░ ▀██████▀ ██░ ▀▀ ██░ ▀██████▀ ║ 7 Reports & Routines ║░ ╠══════════════════════╣░ Sales Management System ║ Exit to DOS ║░ Price Book, Sales Order Entry, ╚══════════════════════╝░ Contacts & Calendar System ░░░░░░░░░░░░░░░░░░░░░░░░░ Alt F9 Reindex All View Customer Data & Maintain Pricing Profiles/Defaults ■ PASSWORDS If you have installed passwords with DAYO Passwords, you will be prompted to enter a password when you attempt to enter a main menu option. If passwords are not installed, you must enter your name or initials, ie: ┌────────────────────────────────────────────────────────────────────────────┐ │┌──────────────────────────────────────────────────────────────────────────┐│ ││ Enter Your Name: RKD ││ │└──────────────────────────────────────────────────────────────────────────┘│ └────────────────────────────────────────────────────────────────────────────┘ DAYO SMS, TJS LAB Page: 4 ■ EXIT Press Esc or select the last option of the main menu to exit DAYO SMS and return to DOS or a calling menu. ╔═══════════════╗ ║╔═════════════╗║ ║║╔═══════════╗║║ ║║║ Exit (Y/N)║║║ ║║╚═══════════╝║║ ║╚═════════════╝║ ╚═══════════════╝ ■ PRICING PRIORITIES Whenever an item is displayed while creating or modifying a quote, or whenever an item is printed onto a price book, the price is determined using the following priorities: 1st Fixed Priced Parts 2nd Margin for a specific Category/Vendor 3rd List discount while not less than the margin for a specific vendor. If the specific vendor margin is missing or equal to 0, then it can not be less than the default margin for the customer 4th Margin for a specific Vendor 5th List discount not less than the default margin for that customer 6th Margin (default margin) for a specific Customer 7th List discount (default list discount) for a specific Customer Otherwise The RETAIL value is used DAYO SMS, TJS LAB Page: 5 ■ PRICING PRIORITY FLOWCHART The following chart depicts the process of determining the price of an item. Examples are given too... ┌───<< Get Price for a Part Number │ │ ┌───────────────────────────────────────┐ ├────>│ Is there a fixed price for this part? ├──> Take Fixed Price │ └───────────────────────────────────────┘ │ │ ┌───────────────────────────────────────────────────────────┐ Compute │ │ Is there a margin setting for a specific category for a ├──> the ├────>│ specific vendor? ie: Vendor 'TJSLAB', Category 1 items │ Margin │ │ have a margin value of 10 points. │ Price │ └───────────────────────────────────────────────────────────┘ │ │ ┌───────────────────────────────────────────────────────────┐ │ │ Is there a list setting for a specific category for a │ ├────>│ specific vendor? ie: Vendor 'TJSLAB'. Category 2 │ │ │ has a list value of 25 percent off the retail price. │ │ │ If there is a margin setting for this vendor record, is ├──> Price │ │ the list discount value less than that margin price? │ │ │ If there is not a margin setting for this vendor record, ├──> Price │ │ is the list discount value less than the customer's │ │ │ default margin price? │ │ └───────────────────────────────────────────────────────────┘ │ │ ┌───────────────────────────────────────────────────────────┐ Margin ├────>│ Is there a margin setting for a specific vendor? ├──> Price │ └───────────────────────────────────────────────────────────┘ │ │ ┌───────────────────────────────────────────────────────────┐ ├────>│ Is there a list discount for a specific vendor? │ │ ├───────────────────────────────────────────────────────────┤ List │ │ Is this list discount less than the customer's default ├──> Price │ │ margin price? │ │ └───────────────────────────────────────────────────────────┘ │ │ ┌───────────────────────────────────────────────────────────┐ Margin ├────>│ Is there a default margin setting for the customer? ├──> Price │ │ (Found in the Customer's Profile) │ │ └───────────────────────────────────────────────────────────┘ │ │ ┌───────────────────────────────────────────────────────────┐ List ├────>│ Is there a default list discount for the customer? ├──> Price │ │ (Found in the Customer's Profile) │ │ └───────────────────────────────────────────────────────────┘ │ │ ┌───────────────────────────────────────────────────────────┐ Retail └────>│ If no specific vendor record exists for a part number ├──> Price │ (in a customer's Profile/Vendor table) and the part │ │ number is not fixed priced, then use the RETAIL value │ │ as the price. │ └───────────────────────────────────────────────────────────┘ DAYO SMS, TJS LAB Page: 6 ■ DATABASE USAGE FLOWCHART The following diagram illustrates the relationship between the different routines: Quotes, Price Books and Sales Contacts and the common databases: Inventory, Customers, Contacts, Calendar, Vendors, and Customer Profiles. ┌──────────────────────────────────────────┐ ──────┴─────── ───────┴─────── Major Routines Major Databases ────────────── ─────────────── ┌─────────────────┐ ┌──────────────────>┌───────────┐ █ Customer Browse ├────────═──────┐ ┌──────>░ Inventory ░ █▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄┘ │ │ │ ░ Databases ░ │ │ │ └═══════════┘ ┌──────────────────┐ │ │ │ █ Inventory Browse ├───────┤ ├────═──>┌───────────────────┐<─────┐ █▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄┘ │ │ ├──>░ Customers ░<───┐ │ │ │ │ └═══════════════════┘ │ │ ┌──────────────┐ │ │ │ │ │ █ Sales Orders ├───────────═──────═────┤ │ │ █▄▄▄▄▄▄▄▄▄▄▄▄▄▄┘ │ │ │ │ │ │ │ ├──────>┌──────────┐ │ │ ┌───┬──────────┐ ┌─────═──────═────═──────>░ Contacts ░<────────┤ │ │ █ Contacts ├─────────┤ │ │ │ └══════════┘ │ │ │ █▄▄▄▄▄▄▄▄▄▄┘ │ │ │ │ │ │ │ │ │ │ ├──────>┌──────────┐ │ │ │┌──┬──────────┐ └─────═──────═────═──────>░ Calendar ░<────────┤ │ ││ █ Calendar │ │ │ │ └══════════┘ │ │ ││ █▄▄▄▄▄▄▄▄▄▄┘ │ │ │ │ │ ││ └──────═────═───────>┌─────────┐ │ │ ││ ┌─────────┐ │ ├───────>░ Vendors ░ │ │ ││ █ Reports ├───>(All Databases) │ │ └═════════┘ │ │ ││ █▄▄▄▄▄▄▄▄▄┘ │ │ │ │ ││ └────═──>┌───────────────────┐ │ │ ││ └──>░ Customer Profiles ░ │ │ ││ └═══════════════════┘ │ │ │└──────────────────────────────────────────────────────────────────────┘ │ └─────────────────────────────────────────────────────────────────────────┘ DAYO SMS, TJS LAB Page: 7 ■ PRICING PROFILE CHART Price books and quotes are unique for every customer. The 'uniqueness' is based on the customer's profile or default settings, as described in this section. The following diagram lists all the components of the customer's profile: ╔══════════════╗ ╔════════════════╗ ╔════════════════╗ ║ Customer's ║ ║ Customer's ║ ║ Customer's ║ ║ Fixed Priced ╠═══╦═════╣ Vendor Table ╠══════════╣ Default Margin ║ ║ Part Numbers ║ ║ ║ └┬─ Margin ║ ╚═══════════╦════╝ ╚══════════════╝ ║ ╚════╗ ├─ List ╚═════════════════╗ ║ ╔══════════════════╩══╗ ║ ├─ Specific Category Margin ║ ║ ║ Excluded Categories ╠═════╦═╣ └─ Specific Category List ║ ║ ╚═════════════╦═══════╝ ║ ╚════════════════╦════════════╝ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╔════════╩═══════╗ ║ ╔══════════╩═════════════════╩═════╗ ║ Excluded Types ╠═════╩═══════╣ Customer's Default List Discount ║ ╚════════╦═══════╝ ╚══════════╦═══════════════════════╝ ║ ║ ║ ║ ║ ║ ╔═════════════╩═══════════════════╗ ║ ║ Price Book Print Options/Format ╠════════════╝ ╚═════════════════════════════════╝ DAYO SMS, TJS LAB Page: 8 ■ CUSTOMER PROFILES The first menu option of DAYO SMS is the browse of the customer database. If you have installed DAYO AR, the location of this database will be in that directory (ie: \DAYOAR ). From this main menu option, you will optionally edit & add customer records, maintenance pricing profiles, edit customer notes, edit/view extended customer information. For more information on the fields, read the DATA DICTIONARY section which gives a brief description of each field. To locate a specific customer, use the arrow keys, page up or down, or use one of the function keys to find a customer based on a field, ie: customer number (CUSTOMER). Use the 'Fast Find' function (Press Alt F), to locate a customer record based on any part(s) of the customer name, telephone or zip code. ╔════════════════════════════════════════════════════════════════════════════╗ ║ Customer: 117 Name: ENERGYVISION LastDate: 09/06/911 ║ ║ Bill To Ship To ║ ║ ENERGYVISION ENERGYVISION ║ ║ 5000 BOMANOLA BLVD. 5000 BOMANOLA BLVD. ║ ║ BUILDING 1001 SUITE # 123 ║ ║ WINTER PARK, FL 33838 CASSELBERRY, FL 32423-3932 ║ ║ (407) 555-1234 ║ ║ Rep: P Terms: NET 30 Lmt: 0.00 Type: REG║ ║ Bought 5 Cases of 388833 last year (91) ║ ╟───────────────────────[ BROWSE THE CUSTOMER DATABASE ]─────────────────────╢ ║ CUSTOMER NAME ATTN ║ ║───────────╥────────────────────────────────╥───────────────────────────────║ ║ 100 ║ GEORGE MOONILAL ║ RICH LAROSSA ║ ║ 101 ║ SAL MINTEX CORP ║ SAL ║ ║ 102 ║ SWARTZ BAGELS ║ JOSE ║ ║ 117 ║ ENERGYVISION ║ GERTRUDE ║ ║ 164 ║ GENE SZARA ║ DON ║ ║ 188 ║ DAVE NICKERSON ENT. ║ HANSOM ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) Enter (Select) F2 (Edit) F3 (Customer Notes) Ctrl N (Add) Alt F(FastFind) Alt I (Extended Info) Find: F5 (Customer) F6(Name) F7 (ShipName) F8 (Phone) F9 (Zip) 3/141 DAYO SMS, TJS LAB Page: 9 ■ CUSTOMER DEFAULTS/PROFILE OPTIONS Once a desired customer record is located (currently highlighted), press the Enter or Return key to bring up the customer's pricing options. ╔════════════════════════════════════════════════════════════════════════════╗ ║ Customer: 117 Name: ENERGYVISION LastDate: 09/06/911 ║ ║ Bill To Ship To ║ ║ ENERGYVISION ENERGYVISION ║ ║ 5000 BOMANOLA BLVD. 5000 BOMANOLA BLVD. ║ ║ BUILDING 1001 SUITE # 123 ║ ║ WINTER PARK, FL 33838 CASSELBERRY, FL 32423-3932 ║ ║ (407) 555-1234 ║ ║ Rep: PJ Terms: NET 30 Lmt: 0.00 Type: REG║ ║ Bought 5 Cases of 388833 last year (91) ║ ╟─────────────────[ SPECIAL PRICING FOR ENERGYVISION: 000117 ]───────────────╢ ║ Select Option -> Defaults ║ ║ Fixed Priced Items ║ ║ Specific Excluded Items ║ ║ Vendor Discount Table ║ ║ Price Book Comments ║ ║ Copy Profile ║ ║ Erase This Customer's Indexes ║ ║ Erase (Cleanup) ALL files for this Customer ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) DAYO SMS, TJS LAB Page: 10 ■ CUSTOMER DEFAULTS The customer's pricing defaults determine what categories and types will be excluded from price books and how the price will be computed (ie: margin, list or fixed prices). Other options include the option to round up computed prices, use Cost Plus or Margin method of computing prices, to override computed service prices, set the 'add-on' leasing commission, and then to set the minimum pricing margin (Margin Points method). ╔═══════════════════[ DEFAULTS FOR ENERGYVISION: 000117 ]════════════════════╗ ║ ║ ║ 0 Category 0 Items 4 Category 4 Items 8 Category 8 Items ddd ║ ║ 1 Category 1 Items 5 Category 5 Items 9 Category 9 Items ║ ║ 2 Category 2 Items 6 Category 6 Items ║ ║ 3 Category 3 Items 7 Category 7 Items ║ ║ ║ ║ Excluded Categories: 0,1,2 ║ ║ Excluded Types: XXX,DEM,ZZZ ║ ║ Default Margin: 0.0000 ║ ║ Default List Discount: 0.0000 ║ ║ ║ ║ Round Price of Each Item: N ║ ║ Cost Plus or Margin: M ║ ║ Service Override: N ║ ║ Leasing Commission: 0.00000 ║ ║ Minimum Margin: 5.0000 ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 11 ■ FIXED PRICING If you want specific items priced at a special price (fixed price), then add all the items (with their unique price), into this database. The price of an item in this file overrides all other methods! Each customer can have fixed pricing for any number of items. Each item with a fixed price is kept in the Fixed Price Database; unique for each customer. Note, the use of Fixed Pricing means a continued effort to keep the fixed price up to date, ie: the price won't automatically change the next time the cost of the item changes... ╔════════════════════════════════════════════════════════════════════════════╗ ║ Customer: 117 Name: ENERGYVISION LastDate: 09/06/91 ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ Vendor Number: INGRAM Vendor Item: 122319 Class: Unit: EA ║ ║ Cost: 1.80 Retail: 379.00 Avg: 179.26 Real: 9999.99 ║ ║ Marg: 50.00 Tax: Yes Serial Number: No ║ ║ Fixed Price: 365.60 Fixed Margin: 0.000 ║ ╟──────────────────[ FIXED PRICING FOR ENERGYVISION: 000117 ]────────────────╢ ║ Item Number Price Description Retail ║ ║────────────────╥────────────╥────────────────────────────────╥─────────────║ ║ ACADLIB-PLU ║ 12.53 ║ ADLIB MUSIC SYSTEM ║ 365.600 ║ ║ ACAMT2400EX ║ 23.02 ║ MODEM - 2400 EXT ║ 395.000 ║ ║ ACATI-25623 ║ 23.40 ║ VGA CARD -VGA WONDER 256 ║ 479.000 ║ ║ ACATI-51233 ║ 24.11 ║ VGA CARD -VGA WONDER 512 ║ 579.000 ║ ║ ACATI2400EX ║ 34.31 ║ MODEM - 2400 INT -A ║ 499.000 ║ ║ ACATI2400FX ║ 44.31 ║ MODEM - 2400 INT -B ║ 401.000 ║ ║ ACATMIO3234 ║ 41.34 ║ CC - SCI HD/FD/2S/1P ║ 389.000 ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F3 (Inventory Add to Profile) Ctrl N (Add) Del (Delete) Find: F5 (Find Item in Existing Profile) Ctrl V (Add Vendor Item) L (List) M (Margin) Ctrl F1 (Reset/Update Cost) 4/7 DAYO SMS, TJS LAB Page: 12 ■ ADD FIXED PRICES FROM INVENTORY Press F3 to add inventory items to the fixed priced database. A browse selection window will appear containing the entire inventory file. Use the function keys (F5 to F7), to locate the desired item(s). Just press Enter or Return on the item to add it to the fixed price file, ie: ╔═══════════════════[ ADDING FIXED PRICES FROM INVENTORY ]═══════════════════╗ ║ ITEM DESC ONHAND ONORDER ║ ║───────────────╥────────────────────────────────╥────────────╥──────────────║ ║ ACB105 ║ DC - XT FDC - 1 PORT ║ 23.000 ║ 0.000 ║ ║ ACB105-1 ║ DC - XT FDC - 2 INT ║ 4.000 ║ 25.000 ║ ║ ACB106 ║ SERIAL CARD - RS232 - 3 PORT ║ 4.253 ║ 0.000 ║ ║ ACB106-A ║ SERIAL CARD - RS232 - 6 PORT ║ 6.000 ║ 0.000 ║ ║ ACB106-K ║ SERIAL KIT ║ 0.000 ║ 0.000 ║ ║ ACB107 ║ GAME CARD - STANDARD ║ 20.000 ║ 0.000 ║ ║ ACB108 ║ GAME CARD - HAYWOOD ║ 10.522 ║ 0.000 ║ ║ ACB109 ║ PRINTER CARD ║ 0.000 ║ 0.000 ║ ║ ACB110 ║ GAME CARD ║ 3.000 ║ 1.000 ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ACB106 SERIAL CARD - RS232 - 3 PORT 7.47 14.94 ║ ║ACB105-1 DC - XT FDC - 2 INT 7.21 14.42 ║ ║ACB105 DC - XT FDC - 1 PORT 6.95 13.90 ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) Enter/Return (Add to Fixed Database) Find: F5 (Item) F6 (Description) F7 (VendItem) F8 (Vendor) 26/106 ■ SELECT ITEM TO BE ADDED AS FIXED PRICE Every time you select an item, a prompt will appear requesting the new fixed price, ie: ╔════════════════════════════════════════════════════════════════════════════╗ ║ Item: A-B105 Desc: CC - XT FDC - 1 PORT Cost: 6.95 ║ ║ ║ ║ Enter New/Fixed Price: 13.90 ║ ╚════════════════════════════════════════════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 13 ■ ADD FIXED PRICE If you know the item number, you can add it to the fixed price database by pressing Ctrl N. ╔════════════════════════════════════════════════════════════════════════════╗ ║ ║ ║ Enter Item Number: JAR-1 ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ If you know the vendor item number, you can add it to the fixed price database by pressing Ctrl V. ╔════════════════════════════════════════════════════════════════════════════╗ ║ ║ ║ Enter Vendor Item Number: 01010-A ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ ■ FIND FIXED PRICE RECORD Press F5 to locate a fixed price record based on the item (ITEM) number, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter ITEM: JAR-1 │ └───────────────────────────────────────────────────TJS LAB───┘ ■ FIXED PRICE LIST DISCOUNT Press L to reset/compute the price based on a discount off List/Retail. ╔═════════════════════╗ ║ Enter List Discount ║ ║ 10.000 ║ ╚═════════════════════╝ DAYO SMS, TJS LAB Page: 14 ■ FIXED PRICE MARGIN DISCOUNT Press M to reset/compute the price based on a Cost Plus or Margin value. ╔══════════════╗ ║ Enter Margin ║ ║ 30.000 ║ ╚══════════════╝ ■ RESET FIXED PRICES Press Ctrl F1 to reset/recompute all fixed prices based on a global discount off list, margin value, or a item specific margin. ╔════════════════════════════════════════════════════════════════════════════╗ ║ Do you want to reset/update the PRICE field for every item in ║ ║ this FIXED priced database? (Y/N) * ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ The first margin option is a global margin applied to all records in the fixed price database. The third option will reset/recompute the price based on the margin value assigned to each individual fixed price record. ╔════════════════════════════════════════════════════════════════════════════╗ ║ Select Pricing Option -> Specified Margin ║ ║ Specified Retail Discount ║ ║ Fixed Margin (MARGIN>0) ║ ╚════════════════════════════════════════════════════════════════════════════╝ The progress of the third option is displayed onto the screen. Note, a beep will sound for any records that have a zero (0) specific margin value. ╔════════════════════════════════════════════════════════════════════════════╗ ║ Updating Item Number: ACATI-512 VGA CARD -VGA WONDER+512/MOUSE ║ ║ Old Price: 2.94 New Price: 2.94 ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 15 ■ EXCLUDED ITEMS Use this routine to add all items that you DO NOT WANT included on your customer's price book. These are specific items to be excluded on the price books. Use the exclude vendor, category or type options if you wish to exclude entire 'groups' of items. ╔════════════════════════════════════════════════════════════════════════════╗ ║ Customer: 117 Name: ENERGYVISION LastDate: 09/06/92 ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ Vendor Number: LIUSKI Vendor Item: ACB317 Class: Unit: EA ║ ║ Cost: 459.57 Retail: 599.00 Avg: 0.00 Real: 9999.99 ║ ║ Tax: Yes Serial Number: No ║ ║ ║ ╟─────────────────[ EXCLUDED ITEMS FOR ENERGYVISION: 000117 ]────────────────╢ ║ Item Number Description Retail Cost ║ ║────────────────╥────────────────────────────────╥────────────╥─────────────║ ║ ACATI-512 ║ VGA CARD -VGA WONDER+512/MOUSE ║ 459.200 ║ 442.060 ║ ║ ACATMIO ║ CV - IDE HD/FD/2S/1P - SYNCOMP ║ 59.000 ║ 44.570 ║ ║ ACB-386SX20 ║ MB - 80386SX/20 - ECS ║ 550.000 ║ 444.830 ║ ║ ACB316N ║ MB - 80386SX/16 - ADI - 8MB ║ 599.000 ║ 449.310 ║ ║ ACB317 ║ MB - 80386SX/16 - ATK - 5MB ║ 599.000 ║ 459.570 ║ ║ ACB318 ║ MB - 80386SX/16 - 2MB ║ 599.000 ║ 419.820 ║ ║ ACB319 ║ MB - 80386SX/16 ║ 399.000 ║ 470.080 ║ ║ ACB320 ║ MB - 80386/20 - AMI ║ 495.000 ║ 470.340 ║ ║ ACB320P ║ MB - 80386/20 - PHOENIX ║ 355.000 ║ 237.600 ║ ║ ACB320SX ║ MB - 80386SX/20 - AMI ║ 595.000 ║ 444.850 ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F3 (Inventory Add to Profile) Ctrl N (Add) Del (Delete) Find: F5 (Find Item in Existing Profile) Ctrl V (Add Vendor Item) 8/13 DAYO SMS, TJS LAB Page: 16 ■ ADD FIXED PRICES FROM INVENTORY Press F3 to add inventory items to the excluded items database. A browse selection window will appear containing the entire inventory file. Use the function keys (F5 to F7), to locate the desired item(s). Just press Enter or Return on the item to add it to the excluded items file, ie: ╔═══════════════════[ ADDING EXCLUDED ITEMS FROM INVENTORY ]═════════════════╗ ║ ITEM DESC ONHAND ONORDER ║ ║────────────────╥────────────────────────────────╥────────────╥─────────────║ ║ ACB-ECS38625 ║ MB - 80386/25 - ECS ║ 2.000 ║ 12.000 ║ ║ ACB-ECS38633 ║ MB - 80386/33 - 32K CACHE-ECS ║ 4.000 ║ 0.000 ║ ║ ACB-ECS386SX ║ MB - 80386SX/16 - ECS ║ 7.000 ║ 4.000 ║ ║ ACB-FORASX ║ MB - 80386SX/16 - FORA ║ 6.000 ║ 5.000 ║ ║ ACB-MI48625E ║ MB - 80486I/25 -MICRONICS EISA ║ 5.000 ║ 3.000 ║ ║ ACC-MI48625I ║ MB - 80486I/25 -MICRONICS ISA ║ 4.000 ║ 3.000 ║ ║ ACB-PC48625I ║ MB - 80486I/25 -PCTRONICS ISA ║ 3.000 ║ 0.000 ║ ║ ACB-SIC286 ║ MB - 80286/12 - C&T ║ 3.000 ║ 13.000 ║ ║ ACB-ST07A ║ CV - IDE HARD DRIVE ONLY ║ 4.000 ║ 0.000 ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ACB-ECS38625 MB - 80386/25 - ECS 3.35 ║ ║ACB-DTK8088 MB - 8088/10 - DTK 3.09 ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) Enter/Return (Add to Excluded Database) Find: F5 (Item) F6 (VendItem) F7 (Description) F8 (Vendor) 13/106 ■ FIND EXCLUDED ITEM Press F5 to find an excluded item. ┌─────────────────────────────────────────────────────────────┐ │ Enter ITEM: JAR-1 │ └───────────────────────────────────────────────────TJS LAB───┘ DAYO SMS, TJS LAB Page: 17 ■ VENDOR TABLE This customer profile option lets you set special pricing discount based on a specific vendor and the item categories, ie: ╔════════════════════════════════════════════════════════════════════════════╗ ║ Customer: 117 Name: ENERGYVISION LastDate: 09/06/91 ║ ║ Vendor Number: GEORGE-A Vendor Name: GEORGE MOONILAL ║ ╟────────────────[ VENDOR PRICING FOR ENERGYVISION: 000117 ]─────────────────╢ ║ D-> ║ ║VENDOR NAME INCLUDE_IT MARGIN ║ ║───────────╥────────────────────────────────────────╥────────────╥──────────║ ║ ║ ║ F ║ 0.0000 ║ ║GEORGE-A ║ GEORGE MOONILAL ║ T ║ 25.0000 ║ ║GEORGE-B ║ GEORGE MOONILAL #2 ║ T ║ 30.0000 ║ ║TJSLAB ║ TJS LAB, INC ║ T ║ 19.0000 ║ ║ABC-LIQ ║ ABC LIQUOR STORES ║ T ║ 10.0000 ║ ║VEN1002 ║ VENUS MOON PLANTS ║ T ║ 50.0000 ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F2 (Margin and List) Ctrl N (Add) Ctrl U (Delete) Find: F5 (Vendor Number) DAYO SMS, TJS LAB Page: 18 ■ EXPLANATION OF CUSTOMER PROFILE OPTIONS Excluded Categories: Excluded categories are not printed onto price books, and the user is alerted if added to a quote. Review the Category List at the end of this document for more information about them. Note, separate the categories with commas, ie: '11,12,13,14'. Excluded Types: Excluded types are not printed onto price books, and the user is alerted if added to a quote. Note, separate the categories with commas, ie: 'XXX,000'. Default Margin: This value determines the customer's price for an item if no other method is selected, ie: Fixed Price or Specific Vendor Price. It has priority over the Default List Discount. Default List Discount: This value determines the customer's price for an item if no other method is selected, ie: Fixed Price or Specific Vendor Price. Round Price of Each Item: If this option is set on, then computed prices will be rounded to the nearest dollar, ie: 100.49 -> 100.00 100.51 -> 101.00 Cost Plus or Margin: This option determines which margin will be used to compute a customer's prices. Cost Plus is a percentage of COST added to itself, Margin is based on the Points system. Service Override: If this option is turned on, then service prices can be changed from the default. Leasing Commission: This is the leasing commission rate added to any leasing quotes for each customer. Note, you can override this value while making or modifying a quote. Minimum Margin: This is the minimum margin that a price can fall to. Note, it uses the Margin Points method. DAYO SMS, TJS LAB Page: 19 ■ EDIT MARGIN/LIST VALUES FOR VENDOR Press F2 to edit the margin or list discount settings. Other options include a list of excluded categories and types (for price book use), and the option to totally exclude all items from price books that belong to this vendor. ╔══════[ EDIT MARGIN/LIST VALUES FOR VENDOR: (GEORGE-A) GEORGE MOONILAL ]════╗ ║ Enter Margin/List Discounts By Category For This Vendor ║ ║ Default Margin: 30.0000 List: 0.0000 ║ ║ Category 1 Items (1): 0.0000 0.0000 ║ ║ Category 2 Items (2): 0.0000 0.0000 ║ ║ Category 3 Items (3): 0.0000 0.0000 ║ ║ Category 4 Items (4): 0.0000 0.0000 ║ ║ Category 5 Items (5): 0.0000 0.0000 ║ ║ Category 6 Items (6): 0.0000 0.0000 ║ ║ Category 7 Items (7): 0.0000 0.0000 ║ ║ Category 8 Items (8): 0.0000 0.0000 ║ ║ Category 9 Items (9): 0.0000 0.0000 ║ ║ ║ ║ ║ ║ ║ ║ Excluded Categories: 0,2,3,9 ║ ║ Excluded Types: ║ ║ Exclude This Vendor: Y ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) PgUp/PgDn (Save & Exit) ■ ADDING VENDOR TO VENDOR TABLE Press Ctrl N to add a vendor record to the Vendor Table/File. A browse selection window will appear that contains your entire vendor file. Locate the desired vendor, then press Enter to add it to your Vendor Table. ╔══════════════════════════════[ ADDING VENDOR ]═════════════════════════════╗ ║ VENDOR NAME ║ ║───────────────────────╥────────────────────────────────────────────────────║ ║ GEORGE-A ║ GEORGE MOONILAL ║ ║ IN HOUSE ║ SOLD TO EMPLOYEE ║ ║ DAN-HOUSE ║ DAN HOUSE ENTERPRISES ║ ║ SMITHCO ║ JOE SMITH & COMPANY ║ ║ SODISTRIB ║ SOUTH DISTRIBUTORS ║ ║ VEN1001 ║ SHEILA JONES ║ ║ VEN1002 ║ HARRY MORGAN ║ ║ VEN1005 ║ HARPER PIANOS ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) Enter/Return (Add) Find: F5 (Vendor Code) F6 (Name) DAYO SMS, TJS LAB Page: 20 ■ FIND VENDOR TABLE RECORD Press F5 to locate a Vendor Table record based on the vendor number, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter VENDOR: TJSLAB │ └───────────────────────────────────────────────────TJS LAB───┘ ■ SPECIAL COMMENT FOR PRICE BOOK This option lets you type in a comment or message that is printed as a cover sheet on all price books. ╔════════════[ SPECIAL COMMENT FOR ENERGYVISION (117) PRICE BOOK ]═══════════╗ ║ ║ ║ Enter default price book comments here, ie: ║ ║ ║ ║ ║ ║ Prices are subject to change. ║ ║ Freight is included on all orders over $1,000,000.00. ║ ║ No returns of perishable items or nuclear waste. ║ ║ Terms are Cash Upon Receipt, COD or Cashier's Check. ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) DAYO SMS, TJS LAB Page: 21 ■ COPY CUSTOMER PROFILE Use this option to copy one customer's PRICING profiles into another's. Note, it can be useful to create a 'dummy' customer profile that can later be used as a template for others... ╔════════════════════════[ COPY CUSTOMER PROFILE ]══════════════════════════╗ ║ ║ ║ This routine will copy/append the following profile files from ║ ║ another customer into currently selected customer: ║ ║ ║ ║ Fixed Pricing File ║ ║ Specific Excluded Items File ║ ║ Vendor Discount Table ║ ║ ║ ║ Copy FROM customer: 19923 ║ ╚═══════════════════════════════════════════════════════════════════════════╝ ■ EDIT CUSTOMER NOTES Press F3 to edit the customer's notes. This 'free form' text editor can contain up to 18 pages of text. Write anything you about the customer in this option. ─────────────────────────[ EDIT/VIEW Customer Notes ]───────────────────────── This customer uses only small jars. Usually orders green, blue or clear ones. Has a future need for 2-ton jars next year. ──────────────────[ Esc (Exit) F1 (Help) F2 (Import) ]────────────────── 40 bytes 2/0 ■ IMPORT TEXT INTO CUSTOMER NOTES Press F2 to import an existing text/ASCII file into the customer notes. ┌────────────────────────────────────────────────────────────────────────────┐ │ This routine will merge a text file with your current file/memo/mail. │ │ Enter FILE NAME: NOTICE.TXT │ └────────────────────────────────────────────────────────────────────────────┘ DAYO SMS, TJS LAB Page: 22 ■ ADD A NEW CUSTOMER RECORD Press Ctrl N to add a new customer record. The customer number will be the next available one, but most of the remaining fields will need to be entered, ie: ┌────────────[ ADD A NEW CUSTOMER RECORD - FULL SCREEN EDIT ]────────────────┐ │ CUSTOMER: 10328 LASTDATE: 10/05/91 │ │ NAME: TYPE: │ │ ATTN: CLASS: │ │ ADDR1: PBM: 0.000 │ │ ADDR2: PBL: 0.000 │ │ CITY: SALESPTD: 0.00 │ │ STATE: SALESYTD: 0.00 │ │ ZIP: DUE: 0.00 │ │ SHIPNAME: PAID_PURC: 0.00 │ │ SHIPADDR1: LIMIT: 0.00 │ │ SHIPADDR2: ACTIVE: F │ │ SHIPCITY: TAXCODE: │ │ SHIPSTATE: FAX: │ │ SHIPZIP: SHIPPHONE: │ │ PHONE: FOB: │ │ SALESPER: PRICEX: 0 │ │ RATE: 0.000 CREDCARD: │ │ TAXRATE: 0.0000 TAXRATE2: 0.00000 │ │ TERMS: CASH CUSCODE: │ │ SHIPPER: │ │ DATE: 10/05/91 │ └────────────────────────────────────────────────────────────────────────────┘ Press Esc to Abort, PgUp/PgDn to Save and Exit DAYO SMS, TJS LAB Page: 23 ■ FAST FIND CUSTOMER Press Alt F to locate a customer based on any part of his name, telephone or zip code. ╔════════════════════════════════════════════════════════════════════════════╗ ║ [ FAST FIND CUSTOMER ] ║ ║ Cust# Name Phone Zip Code ║ ║ 588 LET GEORGE DO IT (407)834-0342 32444 ║ ║ 100 GEORGE MOONILAL (407) 292-343 32802 ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ Enter String(s): GEORGE 328 ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) Enter (Select) F1 (Help) DAYO SMS, TJS LAB Page: 24 ■ EXTENDED CUSTOMER INFORMATION Press Alt I to display the Extended Customer Information onto the screen. This information is optional, and usually relates to a contact setup in the Contact Management section of this program. ╔════════════════════════════════════════════════════════════════════════════╗ ║ Attn: GINO Sales Person: PJ ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ Customer: 117 Company: ENERGYVISION Date: 10/05/91 ║ ║ Assigned Sales Person: PJ SIC: DUNN: ║ ║ Type of Business: MFG, LIGHTING # of Employees: 400 ║ ║ Earnings: 1000000.00 Credit Limit: 0.00 Year End: 08 ║ ║ Default Shipper/Carrier: PICKUP ║ ║ AP Contact: Gino Betty Martinez Phone: (407) 555-1234 ║ ║ Use PO Fax: (407) 555-4321 ║ ║ Field1: IBM-PC Field2: COMPAQ Field3: APPLE Field4: ║ ║ Field5: Field6: Field7: Field8: ║ ║ Comment: Allow 2 weeks for PO approval ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║Use Fax as much as possible... Gino is never at the phone! ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) Enter (Edit) F3 (Notes) <*> If you edit the notes, you can import an existing text file (Press F2). ┌────────────────────────────────────────────────────────────────────────────┐ │ This routine will merge a text file with your current file/memo/mail. │ │ Enter FILE NAME: NOTE.TXT │ └────────────────────────────────────────────────────────────────────────────┘ DAYO SMS, TJS LAB Page: 25 ■ FIND CUSTOMER RECORD Press F5 to find a customer by the CUSTOMER number, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter CUSTOMER: 100 │ └───────────────────────────────────────────────────TJS LAB───┘ Press F6 to find a customer by the customer's NAME, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter NAME: Tony Watcher │ └───────────────────────────────────────────────────TJS LAB───┘ Press F5 to find a customer by the customer's SHIPNAME, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter SHIPNAME: Air Filter Company, Inc. │ └───────────────────────────────────────────────────TJS LAB───┘ Press F5 to find a customer by the customer's right 4 phone digits, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter RIGHT(SPACE(4)+RTRIM(PHONE),4): 5555 │ └───────────────────────────────────────────────────TJS LAB───┘ Press F5 to find a customer by the customer's ZIP code, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter ZIP: 29701-2822 │ └───────────────────────────────────────────────────TJS LAB───┘ DAYO SMS, TJS LAB Page: 26 ■ BROWSE THE INVENTORY DATABASE Select second option from the main menu to view and optionally edit, the main inventory database, and the quantities in the second inventory database. Numerous options are present in this browse, Expanded Information, Related Part Numbers, Fast Find, Margin & List Discount Calculator, and 5 index find routines based on the item number, description, vendor item number, vendor number and type. For more information on the fields, read the DATA DICTIONARY section which gives a brief description of each field. ╔════════════════════════════════════════════════════════════════════════════╗ ║ Item: A-B105-1 Description: CC - XT FDC - 2 INT./2 EXT. Type: RET ║ ║ Vendor Item: A-B105-1 ║ ║ Vendor Number: LIUSKI Vendor Name: Unit of Issue: EA ║ ║ Cost: 7.21 Retail: 26.00 Avg Cost: 15.50 Real Cost: 9999.99║ ║ Tax: Yes Serial Number: No Last Inventory Record Update: 07/01/91 ║ ║ Min: 5000 Max: 11000 Class: ║ ║ ║ ║ ║ ╟──────────────────────[ Browse the Inventory Database ]─────────────────────╢ ║ ITEM DESC ONHAND ONORDER ║ ║────────────────╥────────────────────────────────╥────────────╥─────────────║ ║ ACB105-1 ║ CC - XT FDC - 2 INT./2 EXT. ║ 4.000 ║ 42.000 ║ ║ ACB106 ║ SERIAL CARD - RS232 - 1 PORT ║ 4.000 ║ 2.000 ║ ║ ACB106-1 ║ SERIAL CARD - RS232 - 2 PORT ║ 4.000 ║ 0.000 ║ ║ ACB106-K ║ SERIAL KIT - 2Nd FOR RS232 ║ 3.000 ║ 0.000 ║ ║ ACB107 ║ GAME CARD - STANDARD ║ 1.000 ║ 0.000 ║ ║ ACB108 ║ GAME CARD - GRAVIS ║ 0.000 ║ 40.000 ║ ║ ACB109 ║ PRINTER CARD ║ 2.000 ║ 0.000 ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Edit) F3 (Expanded Info) Ctrl N (Add) Alt M (Margin) Alt L (List) Alt R (Related Items) Find: F5(Item) F6(Desc) F7(VendItem) F8(Vendor) F9(Type) Alt F(FastFind) 27/106 DAYO SMS, TJS LAB Page: 27 ■ FULL SCREEN EDIT - INVENTORY RECORD Press F2 to edit the currently highlighted inventory record, ie: ┌─────────────────[ FULL SCREEN EDIT - INVENTORY RECORD ]────────────────────┐ │ ITEM: AC3305-1 UNIT: EA │ │ DESC: CC - XT FDC - 2 INT. LOCATION: │ │ ONHAND: 0.000 ALLOCATED: 0.00000 │ │ ONORDER: 0.000 AVGCOST: 8.500 │ │ BO: 0.000 REALCOST: 9.990 │ │ SOLDPTD: 24.000 PRICE1: 23.250 │ │ SOLDYTD: 24.000 PRICE2: 21.700 │ │ VENDITEM: A-B105-1 PRICE3: 20.150 │ │ VENDOR: LIUSKI PRICE4: 18.600 │ │ DATE: 06/01/90 PRICE5: 17.050 │ │ LASTDATE: 07/01/91 TI: F │ │ COST: 7.210 DESC2: │ │ RETAIL: 26.000 NS: F │ │ PRICE: 26.000 UNITQTY: 0.00000 │ │ STOCKLEVEL: 0.00000 PACKQTY: 3/5 │ │ MIN: 5000.00000 BOM: F │ │ TYPE: RET MAX: 11000.00000 │ │ CLASS: ABC: C │ │ TAXABLE: T VOLUME: 0.00 │ │ SERIALNO: F BEGIN_QTY: 0.000 │ │ WEIGHT: 1.00 CATEGORY: 0 │ └────────────────────────────────────────────────────────────────────────────┘ Press Esc to Abort, PgUp/PgDn to Save and Exit DAYO SMS, TJS LAB Page: 28 ■ FULL ITEM NUMBER INFORMATION Press F3 to bring up any expanded information about a selected item. If no record of the item is found in the database: INV2.DBF, nothing will be displayed. Use the Browse option in the Reports & Routines menu to input the data. ╔══════════════════════[ FULL ITEM NUMBER INFORMATION ]══════════════════════╗ ║ ║ ║ Item Number: JAR-1 ║ ║ Vendor Item Number: 3 ║ ║ Vendor Number: 3 ║ ║ Main Description: JAR, SIZE 50, BLUE ║ ║ 2nd Description: METAL PLATED, CHROME ║ ║ 3rd Description: ║ ║ 4th Description: ║ ║ DATE: 09/04/90 ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Press any key to continue... DAYO SMS, TJS LAB Page: 29 ■ TECHNICAL ITEM NUMBER INFORMATION If any Technical information exists for a selected item, it will be displayed onto the screen for viewing. Note, up to 16 pages of information may be presented. Use the PgUp/PgDn keys to view the all the notes. ╔════════════════════[ TECHNICAL ITEM NUMBER INFORMATION ]═══════════════════╗ ║ This is an example of how you can create multiple lines of description ║ ║ for a specific item. *** Note, only the 1st four lines ║ ║ will print onto the purchase order, work order, and/or invoice... ║ ║ ║ ║ The IBM 55sx is ideal for use as a workstation and is available in ║ ║ 30 and 60 mb configurations. ║ ║ ║ ║ To Expand Memory: ║ ║ 2 Meg standard ║ ║ 3 Meg use 1 module ICC#361274 MPM#345987 KEN#234987 ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ ■ ADD NEW INVENTORY ITEM Press Ctrl N to add a new inventory item. Note, the option to add and/or edit inventory items can be turned off/on in the Configuration Menu options. Every inventory item MUST BE UNIQUE! The first prompt is for the item number which is validated before the process continues... ┌────────────────────────────────────────────────────────────────────────────┐ │ │ │ You are about to enter a new ITEM number. It must be unique! │ │ │ │ Enter New Item Number: JAR-2 │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────┘ 104/106 DAYO SMS, TJS LAB Page: 30 ■ ADD A NEW INVENTORY RECORD - FULL SCREEN EDIT Just like the Full Screen Edit (F2) routine, all data fields for the inventory record are presented for edit, ie: ┌────────────[ ADD A NEW INVENTORY RECORD - FULL SCREEN EDIT ]───────────────┐ │ ITEM: JAR-2 UNIT: EA │ │ DESC: LOCATION: │ │ ONHAND: 0.000 ALLOCATED: 0.00000 │ │ ONORDER: 0.000 AVGCOST: 0.000 │ │ BO: 0.000 REALCOST: 0.000 │ │ SOLDPTD: 0.000 PRICE1: 0.000 │ │ SOLDYTD: 0.000 PRICE2: 0.000 │ │ VENDITEM: PRICE3: 0.000 │ │ VENDOR: PRICE4: 0.000 │ │ DATE: 10/05/91 PRICE5: 0.000 │ │ LASTDATE: 10/05/91 TI: F │ │ COST: 0.000 DESC2: │ │ RETAIL: 0.000 NS: F │ │ PRICE: 0.000 UNITQTY: 0.00000 │ │ STOCKLEVEL: 0.00000 PACKQTY: │ │ MIN: 0.00000 BOM: F │ │ TYPE: NEW MAX: 0.00000 │ │ CLASS: INV ABC: │ │ TAXABLE: F VOLUME: 0.00 │ │ SERIALNO: F BEGIN_QTY: 0.000 │ │ WEIGHT: 0.00 CATEGORY: 0 │ └────────────────────────────────────────────────────────────────────────────┘ Press Esc to Abort, PgUp/PgDn to Save and Exit ■ CALCULATE MARGIN Press Alt M to calculate a margin value. A prompt for the margin will be presented, then a price value will be computed and displayed onto the screen, ie: ╔═══════════════════════[ MARGIN - COST PLUS ]═════════════════════════╗ ║ Item Number: JAR-1 Description: JAR, SIZE 50, BLUE ║ ║ Cost: 4.00 Retail: 5.00 Margin: 20.00 ║ ║ ║ ║ Enter Margin: 25.0000 ║ ║ ║ ║ At this MARGIN, the price would be: $$ 5.33 ║ ║ List Discount: -6.667 ║ ╚══════════════════════════════════════════════════════════════════════╝ Press any key to continue... DAYO SMS, TJS LAB Page: 31 ■ CALCULATE LIST DISCOUNT Press Alt L to calculate a list discount. A prompt for the list discount value will be presented, then a price value will be computed and displayed onto the screen, ie: ╔═════════════════════════[ LIST DISCOUNT ]════════════════════════════╗ ║ Item Number: JAR-1 Description: JAR, SIZE 50, BLUE ║ ║ Cost: 4.00 Retail: 5.00 Margin: 20.00 ║ ║ ║ ║ Enter List Discount: 25.0000 ║ ║ ║ ║ At this LIST DISCOUNT, the price would be: $3.75 ║ ║ Margin: -6.67 ║ ╚══════════════════════════════════════════════════════════════════════╝ ■ RELATED ITEM NUMBERS If any part number has related part numbers, press 'Alt R' to view them. Read more about Related Items in the Reports & Routines section of this manual. ╔═══════════════════════[ RELATED ITEM NUMBERS ]═════════════════════════╗ ║ ITEM VENDOR ITEM DESCRIPTION RETAIL ║ ║ JAR-1 100-1 JAR, SIZE 30, BLUE 5.00 ║ ║ JAR-2 199-2 JAR, SIZE 40, BLUE 5.00 ║ ║ JAR-3 199-3 JAR, SIZE 50, BLUE 5.00 ║ ║ JAR-4 199-4 JAR, SIZE 50, BLUE 5.00 ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 32 ■ FIND ITEM - INVENTORY BROWSE Press function keys F5 through F9 to locate an item based on its index key. Press F5 to locate an item based on the ITEM field: ┌─────────────────────────────────────────────────────────────┐ │ Enter ITEM: │ └───────────────────────────────────────────────────TJS LAB───┘ Press F6 to locate an item based on the DESC (Description) field: ┌─────────────────────────────────────────────────────────────┐ │ Enter DESC: │ └───────────────────────────────────────────────────TJS LAB───┘ Press F7 to locate an item based on the VENDOR field: ┌─────────────────────────────────────────────────────────────┐ │ Enter VENDOR+DESC: │ └───────────────────────────────────────────────────TJS LAB───┘ Press F8 to locate an item based on the VENDITEM field: ┌─────────────────────────────────────────────────────────────┐ │ Enter VENDITEM: │ └───────────────────────────────────────────────────TJS LAB───┘ Press F9 to locate an item based on the TYPE field: ┌─────────────────────────────────────────────────────────────┐ │ Enter TYPE: │ └───────────────────────────────────────────────────TJS LAB───┘ DAYO SMS, TJS LAB Page: 33 ■ INVENTORY - FAST FIND Press Alt F to locate an item based on any part of its description, item and/or vendor item number, ie: ╔════════════════════════════════════════════════════════════════════════════╗ ║ FAST FIND ║ ║ Item Description #1 Description #2 ║ ║ ACBMB-80 DRAM - 1MB/80 NS ║ ║ ACB113 RAM CARD - XT - 640K ║ ║ ACB208 RAM CARD - AT - 2.5MB ║ ║ ACB256-10 DRAM - 256K/100 NS ║ ║ ACB256-12 DRAM - 256K/120 NS ║ ║ ACB256-15 DRAM - 256K/150 NS ║ ║ ACB256-80 DRAM - 256K/80 NS ║ ║ ACB316-8MB RAM CARD - 386SX/16-8MB - B316 ║ ║ ACB316-C RAM CARD -386SX/16 AMI MBOARD ║ ║ ACB328-8MB RAM CARD - 386/25 MB - 8MB ║ ║ ACB329M RAM CARD - 386/25 MB W/CACHE ║ ║ ACB330-16MB RAM CARD - 386/33 MB (A-B330) ║ ║ ACB330-8MB RAM CARD - 386/33 MB (A-B330) ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ Enter String(s): ACB RAM ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) Enter (Select) F1 (Help) DAYO SMS, TJS LAB Page: 34 ■ PRINT CUSTOMER SPECIFIC PRICE BOOK This main menu option lets you print very special price books to your printer, ASCII/Text file or export file (ie: Delimited or SDF). ╔═══════════════════[ PRINT CUSTOMER SPECIFIC PRICE BOOK ]═══════════════════╗ ║ █▀█ █ █ █▀█ ▀█▀ █▀█ █ █ █▀▀ █▄██ █▀█ █▄██ █▀▀ █▀█ ▀█▀ █▀▀ ▀█▀ █▀█ ║ ║ █ █ █ █▄▄ █ █ █ ██ ██ █▄ █ █ █▄▄ █▄▄█ █▄ █ █ █▄ █ █ ║ ║ █ █ █ █ █ █ █ █▀█▀█ █ ███▀ █ █ █ █ █ █ █ █ ║ ║ █▄█ █▄█ █▄█ █ █▄█ █ █ █ █▄▄ █ ▀█ █▄█ █ █▄▄ █▄█ ▄█▄ █ ▄█▄ █▄█ ║ ║ ║ ║ █▄██ █▄██ ▀█▀ █▀█ █▀▀ █▄██ █▀█ █▀█ █ ▄█ ║ ║ █ █ █ █ █ █ █▄ █ █ █ █ █ █ ██▀ ║ ║ █▀▀▀ ███▀ █ █ █ █▀▀█ █ █ █ █ ██▄ ║ ║ █ █ ▀█ ▄█▄ █▄█ █▄▄ █▀██ █▄█ █▄█ █ ▀█ ║ ╟────────────────────────────[ SELECT CUSTOMER ]─────────────────────────────╢ ║ CUSTOMER NAME ATTN ║ ║──────────╥────────────────────────────────╥────────────────────────────────║ ║ 117 ║ ENERGYVISION ║ GINO ║ ║ 164 ║ GENE SZARA ║ ║ ║ 188 ║ DAVE NICKERSON ENT. ║ DICK ║ ║ 292 ║ JOHNSON'S MOBILE HOME REPAIR ║ JJ ║ ║ 294 ║ ABLE GLASS ║ WILLY ║ ║ 333 ║ BLALOCK ALUMINUM PRODUCTS ║ SALLY ║ ║ 342 ║ MIKE BERRY ║ MIKE BERRY ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Abort/Exit) Enter/Return (Select) Find: F5 (Customer) F6(Name) F7 (ShipName) F8 (Phone) F9 (Zip) 3/142 ■ PRINT PRICE BOOK - INDEX SELECTION From this prompt, you can select the index that the items will price in. The default is to print them in ITEM order, but you have 4 other options... ╔════════════════[ PRINT PRICE BOOK FOR ENERGYVISION (117) ]═════════════════╗ ║ Select the Index -> Item Number ║ ║ Description ║ ║ Vendor Code + Description ║ ║ Vendor Item ║ ║ Type ║ ║ ║ ╟ ╢ ║ ║ ║ ║ ║█▄██ █▄██ ▀█▀ █▀█ █▀▀ █▄██ █▀█ █▀█ █ ▄█ ███ █▄██ █████ ▀█▀ ███ █ █ ███║ ║█ █ █ █ █ █ █▄ █ █ █ █ █ █ ██▀ █ █ █ █ █ █ █ █ ██ █ █ ║ ║█▀▀▀ ███▀ █ █ █ █▀▀█ █ █ █ █ ██▄ █ █ ████ █ █ █ █ ████ ▀▀█║ ║█ █ ▀█ ▄█▄ █▄█ █▄▄ █▀██ █▄█ █▄█ █ ▀█ ███ █ █ ▄█▄ ███ █ ▀█ ███║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Abort) DAYO SMS, TJS LAB Page: 35 ■ PRINT PRICE BOOK - SELECT FORMAT There are 14 possible data and/or calculated fields that can be printed onto a price book, ie: Item, Description, Price, Vendor Item, Vendor, Retail, Retail Discount, Margin, Category, Type, Class, Cost, Leasing and Service. ┌────────────────────────┐ │ Select Fields To Print │ ├─────────────┬──────────┼─────────────┐ │ Item │ Margin │ Item │ ├─────────────┼──────────┤ Description │ │ Description │ Category │ Price │ ├─────────────┼──────────┤ │ │ Price │ Type │ │ ├─────────────┼──────────┤ │ │ Vendor Item │ Class │ │ ├─────────────┼──────────┤ │ │ Vendor │ Cost │ │ ├─────────────┼──────────┤ │ │ Retail │ Leasing │ │ ├─────────────┼──────────┤ │ │ Discount │ Service │ │ ├─────────────┴──────────┤ │ │ Press Enter to Toggle ├─────────────┤ │ Field Selection... │ Width: 57 │ ├────────────────────────┼─────────────┘ │ Use the Arrow keys to │ │ Scroll Up/Down │ └────────────────────────┘ Two of the fields are calcuated; the Service and Leasing price. If selected, these fields will prompt you to supply a constant factor that is multiplied against all inventory items. Note, some inventory items are not eligible for Service and Leasing. This fact should be passed on to the customer... ╔═════════════════════════════════════════════════╗ ║ Enter Service Factor: 34.00000 ║ ║ ie: FACTOR*PRICE║ ╚═════════════════════════════════════════════════╝ ╔═════════════════════════════════════════════════╗ ║ Enter Leasing Factor: 3.00000 ║ ║ ie: FACTOR*PRICE║ ╚═════════════════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 36 ■ PRINT PRICE BOOK - SELECT CONDITION/SCOPE At this prompt, you can set a condition or scope of what inventory items are to be printed. You can limit the print out to a specific TYPE, CLASS, CATEGORY or VENDOR. ╔═════════════════[ PRINT PRICE BOOK FOR ENERGYVISION (117) ]════════════════╗ ║ Selected Index -> Item Number ║ ║ Selected Price Book -> ║ ║ 1 Standard Customer Price Book ║ ║ Select Condition/Filter Option -> None (Prints All Items) ║ ║ Specific TYPE ║ ║ Specific CLASS ║ ║ Specific CATEGORY ║ ║ Specific VENDOR ║ ╟ ╢ ║ ║ ║█▄██ █▄██ ▀█▀ █▀█ █▀▀ █▄██ █▀█ █▀█ █ ▄█ ███ █▄██ █████ ▀█▀ ███ █ █ ███║ ║█ █ █ █ █ █ █▄ █ █ █ █ █ █ ██▀ █ █ █ █ █ █ █ █ ██ █ █ ║ ║█▀▀▀ ███▀ █ █ █ █▀▀█ █ █ █ █ ██▄ █ █ ████ █ █ █ █ ████ ▀▀█║ ║█ █ ▀█ ▄█▄ █▄█ █▄▄ █▀██ █▄█ █▄█ █ ▀█ ███ █ █ ▄█▄ ███ █ ▀█ ███║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Abort) DAYO SMS, TJS LAB Page: 37 ■ PRINT PRICE BOOK - DIRECT OUTPUT From this prompt you determine where you want the price book 'printed'. You can direct the output to a dot matrix printer, a HP laser compatible printer, various export file formats, or to the screen (left 80 characters only). Also note, the selected printer (Dot Matrix or Laser) greatly effects the output of the price books. The default printer type is determined the Configuration setting for Report Printer Type. Laser price books are much 'prettier'. See examples in the back of the printed manuals... ╔═════════════════[ PRINT PRICE BOOK FOR ENERGYVISION (117) ]════════════════╗ ║ Selected Index -> Item Number ║ ║ Selected Price Book -> ║ ║ 1 Standard Customer Price Book ║ ║ Selected Condition/Filter Option -> None (Prints All Items) ║ ║ ║ ║ Direct Output To -> Dot Matrix Printer ║ ║ Laser Printer ║ ║ Export File (ie: Text/ASCII/SDF/Delimited) ║ ║ Screen ║ ╟ ╢ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║█▄██ █▄██ ▀█▀ █▀█ █▀▀ █▄██ █▀█ █▀█ █ ▄█ ███ █▄██ █████ ▀█▀ ███ █ █ ███║ ║█ █ █ █ █ █ █▄ █ █ █ █ █ █ ██▀ █ █ █ █ █ █ █ █ ██ █ █ ║ ║█▀▀▀ ███▀ █ █ █ █▀▀█ █ █ █ █ ██▄ █ █ ████ █ █ █ █ ████ ▀▀█║ ║█ █ ▀█ ▄█▄ █▄█ █▄▄ █▀██ █▄█ █▄█ █ ▀█ ███ █ █ ▄█▄ ███ █ ▀█ ███║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Abort) DAYO SMS, TJS LAB Page: 38 ■ PRINT PRICE BOOK - SELECT EXPORT FILE FORMAT If you selected the option to print the price book to an export file, you have the options to do it in 1 of 6 formats, ie: ╔═════════════════[ PRINT PRICE BOOK FOR ENERGYVISION (117) ]════════════════╗ ║ Selected Index -> Item Number ║ ║ Selected Price Book -> ║ ║ 1 Standard Customer Price Book ║ ║ Selected Condition/Filter Option -> None (Prints All Items) ║ ║ ║ ║ Direct Output to Export File (ie: Text/ASCII/SDF/Delimited) ║ ║ Enter File Name: TRASH.TXT ║ ║ Select Output Option -> ASCII File (ie: Dot Matrix Format) ║ ║ ASCII File (Contains Laser Codes) ║ ╟ SDF - Standard Data Format (With Spaces) ╢ ║ SDF - Standard Data Format (Without Spaces) ║ ║ Delimited (With Double Quotes) ║ ║ Delimited (With Commas) ║ ║ ║ ║ ║ ║█▄██ █▄██ ▀█▀ █▀█ █▀▀ █▄██ █▀█ █▀█ █ ▄█ ███ █▄██ █████ ▀█▀ ███ █ █ ███║ ║█ █ █ █ █ █ █▄ █ █ █ █ █ █ ██▀ █ █ █ █ █ █ █ █ ██ █ █ ║ ║█▀▀▀ ███▀ █ █ █ █▀▀█ █ █ █ █ ██▄ █ █ ████ █ █ █ █ ████ ▀▀█║ ║█ █ ▀█ ▄█▄ █▄█ █▄▄ █▀██ █▄█ █▄█ █ ▀█ ███ █ █ ▄█▄ ███ █ ▀█ ███║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Abort) DAYO SMS, TJS LAB Page: 39 ■ PRINT PRICE BOOK - SET LINES PER PAGE The default number of lines per page is 55, but you can override this with a number greater than 20, but less than 999. ╔═════════════════[ PRINT PRICE BOOK FOR ENERGYVISION (117) ]════════════════╗ ║ Selected Index -> Item Number ║ ║ Selected Price Book -> ║ ║ 1 Standard Customer Price Book ║ ║ Selected Condition/Filter Option -> None (Prints All Items) ║ ║ ║ ║ Direct Output to Export File (ie: Text/ASCII/SDF/Delimited) ║ ║ Enter File Name: TRASH.TXT ║ ║ Selected Output Option -> ASCII File (ie: Dot Matrix Format) ║ ║ Do you want to print Items found only in the customer's ║ ╟ Specific Vendor Table (No ) ╢ ║ Do you want to include the first 4 lines of the Extended Item description ║ ║ on the Price Book? (Yes) ║ ║ Enter the Number of Lines Per Page 55 ║ ║ ║ ║ ║ ║█▄██ █▄██ ▀█▀ █▀█ █▀▀ █▄██ █▀█ █▀█ █ ▄█ ███ █▄██ █████ ▀█▀ ███ █ █ ███║ ║█ █ █ █ █ █ █▄ █ █ █ █ █ █ ██▀ █ █ █ █ █ █ █ █ ██ █ █ ║ ║█▀▀▀ ███▀ █ █ █ █▀▀█ █ █ █ █ ██▄ █ █ ████ █ █ █ █ ████ ▀▀█║ ║█ █ ▀█ ▄█▄ █▄█ █▄▄ █▀██ █▄█ █▄█ █ ▀█ ███ █ █ ▄█▄ ███ █ ▀█ ███║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Abort) DAYO SMS, TJS LAB Page: 40 ■ EXAMPLE OF A STANDARD PRICE BOOK Price Book For: ENERGYVISION (117) Date: 10/05/91 GINO 5215 BOMANOLA BLVD. BUILDING 1001 WINTER PARK, FL 33838 (407) 555-3333 Run By: ALBERT HINKLETON COBRA MEDICAL SUPPLIES DISTRIBUTION CENTER 109 EAST TOAD ROAD EAST ORLANDO, FL 55555-5555 800-555-5555 Format: ASCII File (ie: Dot Matrix Format) Fields Names & Lengths: Field Length ---------- ------ Item 12 Description 30 Price 10 Venditem 12 Vendor 10 Category 1 Cost 10 Retail 10 Retail Discount 6 Margin 6 Type 3 Class 3 ------------------------------------------------------------------------------ Price Book For ENERGYVISION Date: 10/05/91 Item Description Price ------------ ------------------------------ ---------- AC1MB-80444 DRAM - 1MB/80 NS 144.290 ACADLIB3444 AD LIB MUSIC SYNTHESIZER CARD 145.450 ACADLIB-PLU ADLIB MUSIC SYSTEM 1.840 ACAMT2400EX MODEM - 2400 EXT + AMT 2.200 ACATI-25644 VGA CARD -VGA WONDER 256/MOUSE 2.570 ACATI-51244 VGA CARD -VGA WONDER 512/MOUSE 2.940 ACATI2400EX MODEM - 2400 EXT - ATI 3.310 ACB-DTK8088 MB - 1088/10 - DTK 4.680 ACB-ECS3862 MB - 10286/25 - ECS 965.150 ACB-FORASX3 MB - 10386SX/16 - FORA 4.337 DAYO SMS, TJS LAB Page: 41 ■ SALES ORDER ENTRY & QUOTES Perhaps the greatest single function of this module is its ability to generate sales orders or quotes with customer specific pricing. Use this main menu option to create, modify and print sales orders complete with computed service and/or leasing rates. Before you create any quotes, insure you have customer and inventory records created. Note, you can add either from this routine, but it is recommended that they be entered prior to this routines use... ╔═══════════════════════[ SALES ORDER ENTRY & QUOTES ]═══════════════════════╗ ║ ║ ║▄███▄ ████░ █████░ ▄█░ ████░ █░ █░ ████░ █████░ █████░ ▄███▄ ║ ║█░ █▀ ▀█░ █░ ▄█░ █▀ ▀█░ █░ █░ █▀ ▀█░ █░ █░ █░ ║ ║█░ █░ █░ █░ ▄█░ █░ █░ █░ █░ █░ █░ █░ █░ █░ ║ ║▀███▄ █░ █░ ████░ ▄█░ █░ █░ █░ █░ █░ █░ █░ ████░ ▀███▄ ║ ║ █░ █░ █░ █░ ▄█░ █░ █░ █░ █░ █░ █░ █░ █░ █░║ ║ █░ █▄ ▄█░ █░ ▄█░ █▄ ▄█░ █▄ ▄█░ █▄ ▄█░ █░ █░ █░║ ║▀███▀■ ████░■ █████░■ █░ ███▀█▄ ████░ ████░ █░ █████░ ▀███▀ ║ ║ ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ ║ ║ Select Option -> Create Quote ║ ║ Modify Quote ║ ║ Browse Existing Quotes ║ ║ Print/Reprint Quote ║ ║ Exit ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) DAYO SMS, TJS LAB Page: 42 ■ CREATE SALES ORDER/QUOTE Select the Create Quote option to initially create your sales order or quote. The first prompt will be for the desired customer. If the customer can not be found, you can add it (if authorized/set by the Configuration settings). ╔════════════════════════════════════════════════════════════════════════════╗ ║ Customer: 117 Name: ENERGYVISION LDate: 09/06/91 ║ ║ Bill To Ship To ║ ║ ENERGYVISION ENERGYVISION ║ ║ 5000 BOMANOLA BLVD. 5000 BOMANOLA BLVD. ║ ║ BUILDING 1001 SUITE # 133 ║ ║ WINTER PARK, FL 33838 CASSELBERRY, FL 32718-1971 ║ ║ (407) 555-1234 ║ ║ Rep: PJ Terms: NET 30 Lmt: 0.00 Type: REG║ ║ ║ ╟─────────────────────[ SELECT THE CUSTOMER TO BE QUOTED ]───────────────────╢ ║ CUSTOMER NAME ATTN ║ ║───────────╥────────────────────────────────╥───────────────────────────────║ ║ 96 ║ AMERICAN LIFESTYLE, INC. ║ TOKYO MARTINEZ ║ ║ 100 ║ GEORGE MOONILAL ║ RICH LAROSSA ║ ║ 101 ║ ABLE MARTIN ║ ABLE ║ ║ 102 ║ SPACE COAST TRUCKS ║ SAM ║ ║ 117 ║ ENERGYVISION ║ GINO ║ ║ 164 ║ GENE SZARA ║ SALADADO ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Abort/Exit) Enter/Return (Select) F2 (Edit Customer) Ctrl N (Add Customer) Alt F (FastFind) Find: F5 (Customer) F6 (Name) F7 (ShipName) F8 (Phone) F9 (Zip) 3/142 DAYO SMS, TJS LAB Page: 43 ■ CUSTOMER RECORD - FULL SCREEN EDIT Press F2 to edit the customer record. Note, the option to edit and/or add customer records is determined/set within the Configuration menu. ┌────────────────────[ CUSTOMER RECORD - FULL SCREEN EDIT ]──────────────────┐ │ CUSTOMER: 117 LASTDATE: 09/06/91 │ │ NAME: ENERGYVISION TYPE: REG │ │ ATTN: GINO CLASS: 124 │ │ ADDR1: 5000 BOMANOLA BLVD. PBM: 0.000 │ │ ADDR2: BUILDING 1001 PBL: 0.000 │ │ CITY: WINTER PARK SALESPTD: 45638.36 │ │ STATE: FL SALESYTD: 45638.36 │ │ ZIP: 33838 DUE: 13874.92 │ │ SHIPNAME: ENERGYVISION PAID_PURC: 31763.44 │ │ SHIPADDR1: 5000 BOMANOLA BLVD. LIMIT: 0.00 │ │ SHIPADDR2: SUITE # 133 ACTIVE: T │ │ SHIPCITY: CASSELBERRY TAXCODE: │ │ SHIPSTATE: FL FAX: │ │ SHIPZIP: 32718-1971 SHIPPHONE: │ │ PHONE: (407) 555-1234 FOB: SHIP PT. │ │ SALESPER: PJ PRICEX: 0 │ │ RATE: 0.000 CREDCARD: │ │ TAXRATE: 0.0530 TAXRATE2: 0.00000 │ │ TERMS: NET 30 CUSCODE: │ │ SHIPPER: PICKUP │ │ DATE: 05/01/91 │ └────────────────────────────────────────────────────────────────────────────┘ Press Esc to Abort, PgUp/PgDn to Save and Exit DAYO SMS, TJS LAB Page: 44 ■ ADD A NEW CUSTOMER RECORD - FULL SCREEN EDIT Press Ctrl N to add then edit a customer record. Note, the option to edit and/or add customer records is determined/set within the Configuration menu. The next available customer number is determined for you, but most of the remaining fields (you determine which ones), must be entered at this time. ┌───────────────[ ADD A NEW CUSTOMER RECORD - FULL SCREEN EDIT ]─────────────┐ │ CUSTOMER: 10331 LASTDATE: 10/05/91 │ │ NAME: TYPE: │ │ ATTN: CLASS: │ │ ADDR1: PBM: 0.000 │ │ ADDR2: PBL: 0.000 │ │ CITY: SALESPTD: 0.00 │ │ STATE: SALESYTD: 0.00 │ │ ZIP: DUE: 0.00 │ │ SHIPNAME: PAID_PURC: 0.00 │ │ SHIPADDR1: LIMIT: 0.00 │ │ SHIPADDR2: ACTIVE: F │ │ SHIPCITY: TAXCODE: │ │ SHIPSTATE: FAX: │ │ SHIPZIP: SHIPPHONE: │ │ PHONE: FOB: │ │ SALESPER: PRICEX: 0 │ │ RATE: 0.000 CREDCARD: │ │ TAXRATE: 0.0000 TAXRATE2: 0.00000 │ │ TERMS: CASH CUSCODE: │ │ SHIPPER: │ │ DATE: / / │ └────────────────────────────────────────────────────────────────────────────┘ Press Esc to Abort, PgUp/PgDn to Save and Exit DAYO SMS, TJS LAB Page: 45 ■ FAST FIND - CUSTOMER RECORD This special routine was added so that you could locate a customer based on any part(s) of the customer name, telephone number and/or zip code. ╔════════════════════════════════════════════════════════════════════════════╗ ║ [ FAST FIND CUSTOMER ] ║ ║ Cust# Name Phone Zip Code ║ ║ 117 ENERGYVISION (407) 695-2344 33838 ║ ║ 8696 U.S. HOME ENERGY SAVERS 1(407)574-2343 32343 ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ Enter String(s): ENERGY 407 ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) Enter (Select) F1 (Help) DAYO SMS, TJS LAB Page: 46 ■ FIND CUSTOMER Use function keys F5 through F9 to locate a customer based on the index key field. Press F5 to locate a customer based on the CUSTOMER number, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter CUSTOMER: 2340 │ └───────────────────────────────────────────────────TJS LAB───┘ Press F6 to locate a customer based on the customer name, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter NAME: Joe Morgan │ └───────────────────────────────────────────────────TJS LAB───┘ Press F7 to locate a customer based on the Ship To Name, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter SHIPNAME: Joe Morgan, Inc. │ └───────────────────────────────────────────────────TJS LAB───┘ Press F8 to locate a customer based on the right 4 digits of the telephone number, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter RIGHT(SPACE(4)+RTRIM(PHONE),4): 4708 │ └───────────────────────────────────────────────────TJS LAB───┘ Press F9 to locate a customer based on the ZIP code, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter ZIP: 32808 │ └───────────────────────────────────────────────────TJS LAB───┘ DAYO SMS, TJS LAB Page: 47 ■ BUILDING QUOTE - ADDING DETAIL ITEMS After selecting the customer, the major customer specific defaults will be displayed onto the screen, ie: ╔════════════════[ Customer (117) Profile/Defaults ]══════════════════╗ ║ Excluded Types: XXX,DEM,ZZZ ║ ║ Excluded Categories: 0,1,2 ║ ║ Default Margin for this customer: 30.0000 ║ ║ ║ ╚═════════════════════════════════════════════════════════════════════╝ ■ ADDING DETAIL TO QUOTE The screen used to add inventory items to the quote contains the following data: a. Customer name & number (top left) b. Quote Discount from List/Retail price (top line) c. Quote Margin (top line) d. Quote subtotal (top right) e. Inventory browse (top center) f. Currently highlighted item data (center) * g. Special Price (determine by the customer's profile) h. Coded method used to compute the price i. Selected items (bottom center) j. Special functions (bottom) ╔═══════════════════════════════════════════════════════[ 0.000]══[ 0.000]═╗ ║ CUSTOMER: 117 ENERGYVISION SUBTOTAL: 0.00 ║ ║ ║ ║ ║ ║ ITEM DESCRIPTION VENDOR VENDITEM TYPE ║ ║ A-B-386SX20 MB - 80386SX/20 - ECS CALIBER A-B-386SX20 RET ║ ║ A-B-DTK8088 MB - 8088/10 - DTK DTK A-B-DTK8088 RET ║ ║ A-B-ECS38625 MB - 80386/25 - ECS CALIBER A-B-ECS38625 RET ║ ║ A-B-ECS38633 MB - 80386/33 - 32K CACHE-ECS CALIBER ECS38633 RET ║ ║ DESC2: COST RETAIL DISCOUNT METHOD║ ║ CLASS: SELL PRICE: 4.68 3.09 85.00 FIX (33.974) ║ ║ # ITEM DESCRIPTION QTY PRICE EXTENDED║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚═════════════════════════════════════════════════════════[ Alt Q (Abort) ]══╝ Esc (Exit) Enter (Select) F1 (Help) F2 (Edit) F3 (Expanded Info) Alt F (FastFind) F6 (Template) F7 (Service) F8 (Leasing) F9 (Cost) DAYO SMS, TJS LAB Page: 48 Use the arrow keys to scroll left or right. As you scroll into an new field, the index changes. To locate an item using 1 of 5 indexes, highlight the desire field (ie: ITEM), then just type in as much of the field as you want to search for. To add the item to the quote, just press Enter. The selected items are displayed at the bottom half of the screen, and are accessed at anytime, by pressing F2. ■ RELATED ITEMS While adding items to a quote, the related item database is search and if any related items are found, they are presented to you for selection, ie: ╔═══════════════════════════[ RELATED ITEM NUMBERS ]═════════════════════════╗ ║ITEM VENDOR ITEM VENDOR DESCRIPTION PRICE║ ║A-B-DTK8088 A-B-DTK8088 DTK MB - 8088/10 - DTK 4.68║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 49 ■ EDIT SELECTED QUOTE DETAIL ITEMS While in the edit mode for the selected inventory items, you can press Enter to edit the sequence, description, quantity and price of an item. The other options are to edit additional description lines, compute an item price based on a list discount, an item margin mark up price, or to globally set either a list discount or margin price. ╔════════════════════════════════════════════════════════[ 99.344]══[ 34.793]╗ ║ CUSTOMER: 117 ENERGYVISION SUBTOTAL: 62.39║ ║ ║ ║ ║ ║ ITEM DESCRIPTION VENDOR VENDITEM TYPE ║ ║ A-B-TANG286 MB - 80286/12 - PC MATE TANG MAAT12S1 RET ║ ║ A-B-VIPSX16 MB - 80386SX/16 - VIP VIP M345000A RET ║ ║ A-B103-H MGP - MONOCHROME CARD W/P.P. LIUSKI A-B103-H RET ║ ║ A-B104H CGA - COLOR GRAPHIC CARD LIUSKI A-B104H RET ║ ║ DESC2: COST RETAIL DISCOUNT METHOD║ ║ CLASS: SELL PRICE: 8.83 6.18 399.00 DMAR (30.000) ║ ║ # ITEM DESCRIPTION QTY PRICE EXTENDED║ ║ 10 A-B-VIPSX16 MB - 80386SX/16 - VIP 1.000 8.829 8.83║ ║ 9 A-B-SYN48625 MB - 80486I/25 -SYNCOMP ISA 1.000 8.086 8.09║ ║ 8 A-B-SIC286 MB - 80286/12 - C&T 1.000 10.300 10.30║ ║ 7 A-B-MI48625E MB - 80486I/25 -MICRONICS EISA 1.000 6.257 6.26║ ║ 6 A-B-ECS386SX MB - 80386SX/16 - ECS 1.000 5.514 5.51║ ║ 5 A-B-DTK8088 MB - 8088/10 - DTK 1.000 4.680 4.68║ ║ 4 A-B-DTK8088 MB - 8088/10 - DTK 1.000 4.680 4.68║ ╚══════════════════════════════════════════════════════════[ Alt Q (Abort) ]═╝ Esc (Continue) Enter/Return (Edit) Del (Delete) F3 (Edit Desc) M (Margin) L (List) Alt M (Global Margin) Alt L (Global List) ■ ADDITIONAL DESCRIPTIONS WHILE BUILDING QUOTE Press F3 to edit/add the additional description fields for the currently highlighted record, ie: ╔═════════════════════════════════════════╗ ║ Enter Additional Descriptions: ║ ║ Latest Release of this ║ ║ Item Since Change #201 ║ ╚═════════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 50 ■ COMPUTE MARGIN PRICE FOR ITEM Press M to compute a margin (mark up from cost) price, ie: ╔══════════════╗ ║ Enter Margin ║ ║ 30.000 ║ ╚══════════════╝ ■ COMPUTE LIST DISCOUNT PRICE FOR ITEM Press L to compute a list discount price (discount off RETAIL), ie: ╔═════════════════════╗ ║ Enter List Discount ║ ║ 10.000 ║ ╚═════════════════════╝ ■ COMPUTE GLOBAL MARGIN PRICE FOR ENTIRE QUOTE Press Alt M to compute a margin (mark up from cost) price for all items in the current quote, ie: ╔═════════════════════╗ ║ Enter Global Margin ║ ║ 30.000 ║ ╚═════════════════════╝ ■ COMPUTE GLOBAL LIST DISCOUNT PRICE FOR ENTIRE QUOTE Press Alt L to compute a list discount (discount off RETAIL) price for all items in the current quote, ie: ╔════════════════════════════╗ ║ Inter Global List Discount ║ ║ 0.000 ║ ╚════════════════════════════╝ DAYO SMS, TJS LAB Page: 51 ■ EXPANDED ITEM INFORMATION Press F3 (from the inventory browse; the cursor/highlight is back at the top of the screen), to display additional information about an item, ie: ╔══════════════════════[ FULL ITEM NUMBER INFORMATION ]══════════════════════╗ ║ ║ ║ Item Number: JAR-1 ║ ║ Vendor Item Number: 020203 ║ ║ Vendor Number: JARHOUSE ║ ║ Main Description: JAR, SIZE 50, BLUE ║ ║ 2nd Description: METAL BASE, PLATINUM ║ ║ 3rd Description: Seasonal, Xmas, Easter ║ ║ 4th Description: Sold in lots of 16 ║ ║ DATE: 06/26/91 ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Press any key to continue... if any memo/note for the item is found, it will also be displayed, ie: ╔════════════════════[ TECHNICAL ITEM NUMBER INFORMATION ]═══════════════════╗ ║ ║ ║ This is an example of how you can create multiple lines of description ║ ║ for a specific item. *** Note, only the 1st four lines will print onto the ║ ║ purchase order, work order, and/or invoice... ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 52 ■ FAST FIND - INVENTORY ITEM WHILE BUILDING QUOTE Press Alt F to locate an item in the inventory based on any part(s) of the description, item or vendor item, ie: ╔════════════════════════════════════════════════════════════════════════════╗ ║ [ FAST FIND ITEM NUMBER ] ║ ║ Item Description #1 Description #2 ║ ║ ACB113 RAM CARD - XT - 640K ║ ║ ACB208 RAM CARD - AT - 2.5MB ║ ║ ACB316-8MB RAM CARD - 386SX/16-8MB - B316 ║ ║ ACB316-C RAM CARD -386SX/16 AMI MBOARD ║ ║ ACB328-8MB RAM CARD - 386/25 MB - 8MB ║ ║ ACB329M RAM CARD - 386/25 MB W/CACHE ║ ║ ACB330-16MB RAM CARD - 386/33 MB (A-B330) ║ ║ ACB330-8MB RAM CARD - 386/33 MB (A-B330) ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ Enter String(s): ACB CARD RAM ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) Enter (Select) F1 (Help) ■ TEMPLATES Templates are previously created quotes. Any quote becomes a template for later quotes. Press F6 to recall all the line items of a previously created quote. ╔═════════════════════════════════════════════════════════════════════╗ ║ █████ ████ █ █ █▄██ █ █ █████ ████ ████ ║ ║ █ █ ██ ██ █ █ █ █▀█ █ █ █ ║ ║ █ ██ █████ █▀██ █ ██▄██ █ ███ ████ ║ ║ █ █ █ █ █ █ █ █ █ █ █ █ ║ ║ █ ████ █ ▀ █ █ ████ █ █ █ ████ ████ ║ ║ ║ ║ This routine allows you to merge a previously created quote ║ ║ (its detail) with the quote currently being created. ║ ║ Previously created quotes become 'templates' for newer ones. ║ ║ ║ ║ Enter Template/Quote Number: 123 ║ ╚═════════════════════════════════════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 53 ■ MAINTENANCE & SERVICE PRICING Press F7 to display the optional maintenance prices. Note, these items/prices can be selected in a following screen/option. ╔═════════════════════════════════════════════════════════════════════╗ ║ █ █ █ ███ █ █ █████ ███ █ █ █ █ █ ▄███ ███ ║ ║ ██ ██ █▀█ █ ██ █ █ █ ██ █ █▀█ ██ █ █ █ ║ ║ █████ ██▄██ █ ████ █ ██ ████ ██▄██ ████ █ ██ ║ ║ █ █ █ █ █ █ █ ██ █ █ █ ██ █ █ █ ██ █ █ ║ ║ █ ▀ █ █ █ ███ █ █ █ ███ █ █ █ █ █ █ ▀███ ███ ║ ║ ║ ║ On Site After Warranty: 951.30 ║ ║ Depot Extended: 6659.10 ║ ║ Warranty Upgrade: 2853.90 ║ ╚═════════════════════════════════════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 54 ■ LEASING Press F8 to display the leasing pricing options onto the screen. Note, the option to add your commission rate to this routine is presented first, ie: ╔═════════════════════════════════════════════════════════════════════╗ ║ █ ████ █ ████ ███ █ █ ████ ║ ║ █ █ █▀█ █ █ ██ █ █ ║ ║ █ ███ ██▄██ ████ █ ████ █ ██ ║ ║ █ █ █ █ █ █ █ ██ █ █ ║ ║ █████ ████ █ █ ████ ███ █ █ ████ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ Enter Your Leasing Commission: 0.00000 ║ ║ ║ ╚═════════════════════════════════════════════════════════════════════╝ The leasing table rates are determined by the contents of the following databases/tables: LEASING1.DBF LEASING2.DBF LEASING3.DBF LEASING4.DBF These databases can be edited with the 'Browse Database' option in the Reports and Routines Menu option... ╔═════════════════════════════════════════════════════════════════════╗ ║ █ ████ █ ████ ███ █ █ ████ ║ ║ █ █ █▀█ █ █ ██ █ █ ║ ║ █ ███ ██▄██ ████ █ ████ █ ██ ║ ║ █ █ █ █ █ █ █ ██ █ █ ║ ║ █████ ████ █ █ ████ ███ █ █ ████ ║ ║ ║ ║ 2 Year 3 Year 4 Year 5 Year ║ ║ 1ST LEASING: 18.09 14.15 N/A N/A ║ ║ 2ND LEASING: 17.16 12.38 N/A N/A ║ ║ 3RD LEASING: 17.47 13.28 N/A N/A ║ ║ 4TH LEASING: 15.95 11.55 N/A N/A ║ ╚═════════════════════════════════════════════════════════════════════╝ Press any key to continue... DAYO SMS, TJS LAB Page: 55 ■ HIDE COST FROM CUSTOMER Press F9 to toggle the display of the COST, margin and method of pricing on/off. ■ FINISHED ADDING DETAIL PART NUMBERS TO QUOTE At some point, you will finish adding part numbers to the quote. Note, the limit is 99 part numbers! Press Esc to continue. The following prompt will appear asking you if you wish to finishing adding part numbers. Another note, there is 'no return' to this routine after this point. Any edits will have to take place in the modify quotes option. ╔═══════════════════════════════════════════════════════════════════════╗ ║╔═════════════════════════════════════════════════════════════════════╗║ ║║ ──────────────────────────────────────────────────────────── ║║ ║║ Are you finished adding items to this quote? (Y/N) * ║║ ║║ ──────────────────────────────────────────────────────────── ║║ ║╚═════════════════════════════════════════════════════════════════════╝║ ╚═══════════════════════════════════════════════════════════════════════╝ ■ ADD SERVICE/MAINTENANCE TO QUOTE If any of the items you selected qualified for service and/or maintenance, a window will appear prompting you to select 1 to 3 of the choices. Note, the rates are set in the Configuration menu option. Each service listed in this option should be an inventory item/record. There is a Configuration option that requires the input of these item numbers. ╔════════════════════════════════════════════════════════════════════════════╗ ║ You can add Service/Maintenance line item(s) to this quote. ║ ║ ║ ║ The price of the Service/Maintenance line item(s) is added to the ║ ║ quotes SUBTOTAL. ║ ║ ║ ║ Select Service/Maintenance Options -> No Service... ║ ║ First Service (951.30) ║ ║ (Press Enter on 1-3 of the options ) Second Service (6659.10) ║ ║ ( Esc to Continue ) Third Service (2853.90) ║ ║ Exit ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) Enter/Return (Select) DAYO SMS, TJS LAB Page: 56 The selection of any SERVICE option will result in the addition of a new item to the detail records for this quote. Check out your configuration options to determine what the item numbers are for each service. ╔════════════════════════════════════════════════════════════════════════════╗ ║ You can add Service/Maintenance line item(s) to this quote. ║ ║ ║ ║ The price of the Service/Maintenance line item(s) is added to the ║ ║ quotes SUBTOTAL. ║ ║ ║ ║ Select Service/Maintenance Options -> No Service... ║ ║ ■██■██■██■██■██■██■██■██■██■██■ ║ ║ (Press Enter on 1-3 of the options ) Second Service (509.60) ║ ║ ( Esc to Continue ) Third Service (218.40) ║ ║ Exit ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) Enter/Return (Select) ■ EDIT SERVICE RATE/PRICE BY LINE ITEM If you select a single service or maintenance option, you will be presented with the option to edit the prices/rates of the service by line item. ╔══════════════════[ EDIT SERVICE RATE/PRICE BY LINE ITEM ]══════════════════╗ ║Item Description Qty Price Rate Amount║ ║ACB-65PSX16 MB - 90386SX/16 1.000 8.829 0.1000 39.90║ ║ACB-DT45688 MB - 9088/10 - DTK 1.000 4.414 0.1000 8.50║ ║ACB-5648086 MB - 9088/10 - DTK 1.000 4.414 0.4000 34.00║ ║ACB-5468068 MB - 9088/10 - DTK 1.000 4.414 0.1000 8.50║ ║ACB-5646088 MB - 9088/10 - DTK 1.000 4.414 0.1000 8.50║ ║ACB-66K8088 MB - 9088/10 - DTK 1.000 4.414 0.1000 8.50║ ║ACB-E5S386SX MB - 90386SX/16 1.000 5.514 0.1000 45.00║ ║ACB-M548625E MB - 90486I/25 1.000 6.257 0.1000 49.50║ ║ACB-S5C286 MB - 90286/12 1.000 7.357 0.1000 24.90║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) Enter/Return (Select) DAYO SMS, TJS LAB Page: 57 ■ FINAL EDIT SCREEN The final edit screen is the point at which all header information for the quote is edited. Many 'pop-up' screens will appear for some of the options. The final edit screen is displayed as follows: ■ FINAL EDIT SCREEN Customer Number 117 Bill To Name ENERGYVISION Edit/Alter Quote Header Ship To Name ENERGYVISION Address 1 5000 BOMANOLA BLVD. Address 2 SUITE # 133 City CASSELBERRY State FL Zip 32718-1971 Phone (407) 555-1234 Type REG Terms NET 30 Method Shipping DELIVER Sales Person(s) PJ Tax Rate 0.053000.00000 Customer PO Adjustment 0.00 10.00 Freight 0.00 0.00 Taxes 3.08 0.00 Detail Subtotal 1035.41 Comment Thank You! 124 Esc (Continue) Enter/Return (Edit/Alter) DAYO SMS, TJS LAB Page: 58 ■ MULTIPLE SHIPTOS Highlight, then press Enter on the Ship To Name to either edit the customer's ship to name, or if any multiple ship to records exist, you will be prompt to select one of them, or to add yet another one. If any multiple shiptos exist for the selected customer, they will appear in a selection browse atop the screen. Note, multiple shiptos are automatically saved whenever you create a unique one... ╔════════════════════════════════════════════════════════════════════════════╗ ║ Select the Ship To Address & Data ║ ╠════════════════════════════════════════════════════════════════════════════╣ ║1 GOD MICHAEL WATT EAST MINERLO LANE KINGSTON, JA ║ ║2 GOD MICHAEL WATT ROBOLO KINGSTON, JA ║ ║3 GOD MICHAEL WATT WALNU RUE KINGSTON, JA ║ ║4 GOD MICHAEL WATT RUE NEGRO, KINGSTON, JA ║ ║*** Create/Add a New One.... *** ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ ■ SELECT TYPE OF QUOTE Press Enter on the TYPE prompt to display all valid type codes. Note, this data is user maintained, and located in the current directory or the DAYO POS directory (if you have that module installed). The database that contains the type codes is named: TYPE.DBF. ┌─────────────────────────────────────┐ │ Select Type │ │REG REGULAR SALE │ │Ret REFUND │ │VOD VOIDED │ └─────────────────────────────────────┘ ■ SELECT QUOTE TERMS Press Enter on the TERMS prompt to display all valid term codes. Note, this data is user maintained, and located in the current directory or the DAYO POS directory (if you have that module installed). The database that contains the terms is named: TERMS.DBF. ┌────────────────────┐ │ Select Terms │ │CASH │ │CHECK │ │COD │ │NET │ │MULTIPLE TERMS *****│ └────────────────────┘ DAYO SMS, TJS LAB Page: 59 ■ SELECT METHOD OF SHIPPING OR SHIPPER Press Enter on the SHIPPER prompt to display all valid shipper codes. Note, this data is user maintained, and located in the current directory or the DAYO POS directory (if you have that module installed). The database that contains the shipper/method of shipment data is named: SHIPPER.DBF. ┌────────────────────┐ │ Select Shipper │ │PICKUP │ │DELIVER │ │UPS │ └────────────────────┘ ■ SELECT SALES PERSON(S) Press Enter on the Sales Person prompt to display all valid sales person codes (3 digits). Select the primary sales person at the first prompt. Note, this data is user maintained, and located in the current directory or the DAYO AR directory (if you have that module installed). The database that contains the sales person information is named: SALESPER.DBF. ┌─────────────────────────────────────┐ │ Select Sales Person │ │────╥────────────────────────────────│ │HM ║ Harry Morgan │ │SMS ║ Sam Spade │ │SK ║ Stacy Kromer │ │HHH ║ Harry Harmon Harriet │ │JOE ║ Joe Blow │ │SSS ║ Sue Saw Sam │ │JDG ║ Jack Green │ │ME ║ Mary Elizabeth Smith │ │MWM ║ Montgomery Williams Martinez │ └─────────────────────────────────────┘ DAYO SMS, TJS LAB Page: 60 ■ SPLIT COMMISSION If you wish to record more than one sales person with a quote, then respond positively to the following prompt: ┌─────────────────────────────────────┐ │ Select Sales Person │ │ │ │ │ │ │ │ Split Commission? (Y/N) │ │ │ │ │ │ │ │ │ │ │ │ │ └─────────────────────────────────────┘ If you did decide to split a commission, then select the second sales person... ┌─────────────────────────────────────┐ │ Select Second Sales Person │ │────╥────────────────────────────────│ │HM ║ Harry Morgan │ │SMS ║ Sam Spade │ │SK ║ Stacy Kromer │ │HHH ║ Harry Harmon Harriet │ │JOE ║ Joe Blow │ │SSS ║ Sue Saw Sam │ │JDG ║ Jack Green │ │ME ║ Mary Elizabeth Smith │ │MWM ║ Montgomery Williams Martinez │ └─────────────────────────────────────┘ DAYO SMS, TJS LAB Page: 61 ■ SELECT TAX RATES Press Enter on the Tax Rate prompt to display all valid tax rates for the first tax. Select the rate that will be used to compute the first tax. Note, this data is user maintained, and located in the current directory or the DAYO POS directory (if you have that module installed). The database that contains the tax rates is named: TAXRATE.DBF. ┌──────────────────┐ │ Select 1st Rate │ │0 0.0000 │ │1 0.060 │ │2 0.0625 │ └──────────────────┘ If you have a second tax, select that rate also. Note, the way the program applies the taxrates is determined in the Configuration options! ┌──────────────────┐ │ Select 2nd Tax │ │0 0.0000 │ │1 0.0600 │ │2 0.0625 │ └──────────────────┘ ■ PRINT/POST/ABORT/FINISH QUOTE When finished editing the quote header information, press the Esc key to continue. A prompt will appear requesting you to redo the quote header, abort, or continue (print the quote), ie: ╔══════════════════════════════════════╗ ║ Order Total: 324.00 ║ ║ ║ ║ Total Due: 324.00 ║ ║ ║ ║ Print This Quote? (Y/N/Q) ║ ║ ─────────────────────────── ║ ║ Y (OK) N (Redo) Q (Quit/Abort) ║ ╚══════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 62 ■ QUOTE POSTING & COPIES After telling the program to print the quote, the posting progress will be displayed on the upper right of the screen. The newly assigned quote number is displayed upon the center of the screen. Customer Number 117 ╔═[ Posting Progress ]════╗ Bill To Name ENERGYVISION ║ Quote Header ║ Edit/Alter Quote Header ║ Quote Detail ║ Ship To Name ENERGYVISION ╚═════════════════════════╝ Address 1 5000 BOMANOLA BLVD. Address 2 SUITE # 133-A City CASSELBERRY Stat╔═══════════════════════════════════════╗ Zi║ * * * Quote Number: 1022 * * * ║ Phon╚═══════════════════════════════════════╝ Type REG Terms CASH Method Shipping UPS ╔══════════════════════════════════════╗ Sales Person(s) 001001 ║ Order Total: 324.00 ║ Tax Rate 0.0000 0.0000 ║ ║ Customer PO ║ Total Due: 324.00 ║ Adjustment 0.00 ║ ║ 5.00 Freight 0.00 ║ Posting.................... ║ 0.00 ║ ─────────────────────────── ║ Taxes 0.00 ║ ║ Detail Subtotal 324.00 ╚══════════════════════════════════════╝ Comment Thank You! 124 Standby, Posting! Do Not Interrupt This Process! A special window appears requesting an override to the number of quote copies, and the option to add/edit quote notes (add notes to current quote). ╔══════════════════════════════════╗ ║ Add comments to this Quote: N <─╢ ║ Number of Copies: 1 <─╢ ╚══════════════════════════════════╝ DAYO SMS, TJS LAB Page: 63 Should you desire it, you can add in any comment about the highlighted quote. Press the F1 key for additional help. These comment lines will print onto the quote... ──────────────────────────────[ QUOTE COMMENTS ]────────────────────────────── Put any comment you want (up to 18 lines) in this section... ────────────────────────────────────────────────────────────────────────────── Esc (Exit) F1 (Help) 2/60 ■ DIRECT QUOTE OUTPUT TO PRINTER OR FILE Then next prompt lets you decide where the quote will 'print'. You can direct the output of the quote to an HP compatible laser printer (very pretty), a dot matrix printer, or to a file. Use the option to print to a file if you can fax capability to send a text file, or use a modem to send the quote file... ╔═══════════════════════════════════════╗ ║ Direct Output to -> HP Laser ║ ║ Dot Matrix ║ ║ Filename ║ ╚═══════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 64 ■ CREATE FOLLOWUP & PROBABILITY RECORDS As soon as you create a quote, or after modifying one, the following screen appears: ╔══════[ CREATE FOLLOWUP & PROBABILITY RECORDS - QUOTE: 1022 ]════════╗ ║ Contact Number: 0 ║ ║ ║ ║ Probability of Closing: % 50 ║ ║ ║ ║ Comparative or Original Quote: O 'C' or 'O' ║ ║ ║ ║ Followup Date: 10/13/91 ║ ║ Time: 08:00 am ║ ║ ║ ║ Estimated Closing Date: 10/13/91 ║ ║ Comment: Follow Up on Quote 1022 $295.58 ║ ║ ────────────────────────────────────────────────── ║ ║ ──────────────────────────────────────────────────────────── ║ ╚═════════════════════════════════════════════════════════════════════╝ This routine will create a followup record for this quote, and 'link' it to a contact. Press Esc to abort the process. The first prompt (if you decide to create a followup record), is for the contact number. If you enter a wrong one, or just press Enter on a blank prompt, a selection browse of all your contacts is displayed onto the screen, ie: ╔════════════════════════════════════════════════════════════════════════════╗ ║Select CUSTOMER CONTACT LNAME FNAME ║ ║Contact -> ──────────────╥─────────╥─────────────────╥──────────────────────║ ║ 1100 ║ 193300 ║ James ║ Gene ║ ║ 2000 ║ 193301 ║ James ║ Mike ║ ║ 2400 ║ 193302 ║ James ║ Betty ║ ║ 3440 ║ 193303 ║ James ║ Mary ║ ║ 4652 ║ 193304 ║ James ║ Joe ║ ║ 5000 ║ 193305 ║ James ║ Frank ║ ║ 6696 ║ 193306 ║ James ║ Pat ║ ║ 7880 ║ 193307 ║ James ║ Sherry ║ ║ 7899 ║ 193308 ║ James ║ Arlie ║ ║ 7900 ║ 193309 ║ James ║ Jesse ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) Enter (Select Contact) DAYO SMS, TJS LAB Page: 65 ■ EDIT NOTE FOR CALENDAR ENTRY WHILE CREATING FOLLOW RECORD After entering in the followup prompts, you are presented with the option to edit/create a text message/note for this specific calendar event. ╔═════════════════════[ EDIT NOTES FOR CALENDAR ENTRY ]══════════════════════╗ ║ ║ ║ Type in anything (or nothing) in this section if necessary to further ║ ║ describe the followup/calendar record... ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Import) ■ MODIFY QUOTE The process of modifying a quote is the almost the same as when creating it. The differences are: 1. The option to enter a known quote number ╔════════════════════════════════════════════════════════════════════════════╗ ║ Enter Quote Number: 3255 ║ ╚════════════════════════════════════════════════════════════════════════════╝ 2. A selection browse to find a quote for the selected customer 3. The inability to reorder/resort detail lines of existing/old items 4. The quote date field (DATE) is updated with the current date each time it is accessed. DAYO SMS, TJS LAB Page: 66 ■ BROWSE QUOTES This use of this routine is not recommended, but can be useful to view all quotes. This routine is a browse of the quote 'header' and the quote 'detail' records. Header records contain the customer name, address and subtotals. The detail records contain the item information, ie: item number, description, quantity, price and cost. ╔════════════════════════════════════════════════════════════════════════════╗ ║ Customer: 1230 Attn: GERMANY ELECTRONICS LDate: 08/07/91║ ║ Bill To Ship To ║ ║ SOUTHWOOD IND. GERMANY ELECTRONICS ║ ║ NOT ON RECORD ATTN: MARY JONE SUITE 1004 ║ ║ 774 S NORTH LAKE BLVD ║ ║ , ALTAMONTE SPRGS, FL 32701 ║ ║ NOT ON RECORD 8002913960 ║ ║ Credit Limit: 0.00 Type: REG Class: 01 ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ Quote: 23 Total: 36919.00 Terms: NET 30 DAYS Date: 06/17/91║ ║ Rep: 015 Printed: Yes Customer PO: Shipper: DELIVER ║ ║ Comment: Thank You! ║ ╟─────────────────────────[ BROWSE THE QUOTE HEADERS ]───────────────────────╢ ║ QUOTE CUSTOMER CONTACT SHIPNAME ║ ║────────────────╥──────────╥─────────╥──────────────────────────────────────║ ║ 1999 ║ 25434 ║ 23434 ║ HELEN ║ ║ 2000 ║ 34520 ║ 23440 ║ GERMANY ELECTRONICS ║ ║ 2001 ║ 43545 ║ 23450 ║ HELEN ║ ║ 2002 ║ 45396 ║ 45660 ║ AMERICAN LIFESTYLE, INC. ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F2 (Edit) F3 (Detail) Ctrl F1 (Reset) Del (Delete) Find: F5(Quote) F6(ShipName) F7(Customer) F8(Contact) F9(Salesper) 107/173 DAYO SMS, TJS LAB Page: 67 ■ FULL SCREEN EDIT - QUOTE HEADER Press F2 to view and/or edit all fields in the quote header record, ie: ╔═══════════════════════════[ FULL SCREEN EDIT ]═════════════════════════════╗ ║ QUOTE: 23 CUST_PO: ║ ║ CUSTOMER: 0 SC: F ║ ║ CONTACT: 0 BO: 0 ║ ║ SHIPNAME: GERMANY ELECTRONICS TAXRATE: 0.00000 ║ ║ SHIPADDR1: ATTN: MARY JONE SUIT TAXRATE2: 0.00000 ║ ║ SHIPADDR2: 774 S NORTH LAKE BLV TAXES: 0.00 ║ ║ SHIPCITY: ALTAMONTE SPRGS TAXES2: 0.00 ║ ║ SHIPSTATE: FL ADJUST: 0.00 ║ ║ SHIPZIP: 32701 FREIGHT: 0.00 ║ ║ PHONE: 8002913960 SUBTOTAL: 36919.00 ║ ║ TYPE: REG OPEN: T ║ ║ TERMS: NET 30 DAYS PRINTED: T ║ ║ TERMS2: PAID: 0.00 ║ ║ AMOUNT2: 0.00 CLASS: 01 ║ ║ SHIPPER: DELIVER COMMENT: Thank You! ║ ║ DATE: 06/17/91 MOVED: F ║ ║ TIME: 19:49:53 ORDERNO: ║ ║ REG: ║ ║ BY: SYSTEM MANAGER ║ ║ SALESPER: 015 ║ ║ SALESPER2: ║ ╚════════════════════════════════════════════════════════════════════════════╝ Press Esc to Abort, PgUp/PgDn to Save and Exit DAYO SMS, TJS LAB Page: 68 ■ BROWSE THE QUOTE DETAIL Press F3 to browse the detail records, ie: ╔═════════════════════════[ Browse the Quote Detail ]════════════════════════╗ ║QUOTE ITEM DESC QTY PRICE ║ ║──────╥──────────────╥────────────────────────────────╥────────╥────────────║ ║ 23 ║ ERT764AB ║ SILICON JAR, # 43 ║ 3 ║ 61.18 ║ ║ 23 ║ TRE258AB ║ JAR-8383 3993-A ║ 1 ║ 380.00 ║ ║ 23 ║ TETR58AB ║ SILICON JAR, # 458 ║ 1 ║ 380.00 ║ ║ 24 ║ TETR10AB ║ JAR-3, # 6 ║ 3 ║ 558.82 ║ ║ 24 ║ ET4024AB ║ SILICON JAR, # 458 ║ 3 ║ 441.18 ║ ║ 24 ║ ET4024AB ║ SILICON JAR, # 460 ║ 1 ║ 441.18 ║ ║ 24 ║ TE4024AB ║ SILICON JAR, # 461 ║ 1 ║ 441.18 ║ ║ 24 ║ ET0641AB ║ SILICON JAR, # 462 ║ 21 ║ 137.00 ║ ║ 25 ║ ETT345AB ║ SILICON JAR, # 463 ║ 2 ║ 25.88 ║ ║ 25 ║ TE0040AB ║ SILICON JAR, # 464 ║ 5 ║ 15.26 ║ ║ 25 ║ TE0077AB ║ SILICON JAR, # 465 ║ 1 ║ 127.06 ║ ║ 26 ║ G65500AB ║ SILICON JAR, # 466 ║ 1 ║ 53.93 ║ ║ 27 ║ DGHF02AB ║ SILICON JAR, # 467 ║ 4 ║ 81.88 ║ ║ 27 ║ DGF001AB ║ SILICON JAR, # 468 ║ 3 ║ 1.18 ║ ║ 27 ║ HH0641AB ║ SILICON JAR, # 469 ║ 1 ║ 137.00 ║ ║ 27 ║ DF1345AB ║ SILICON JAR, # 470 ║ 3 ║ 25.88 ║ ║ 28 ║ FF0040AB ║ SILICON JAR, # 472 ║ 1 ║ 15.26 ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F2 (Edit) Ctrl N (Add New Item) Del (Delete) Find: F5 (Quote) F6 (Item) 370/726 DAYO SMS, TJS LAB Page: 69 ■ FULL SCREEN EDIT - DETAIL RECORD Press F2 to edit the detail record, ie: ╔═════════════════════════════[ FULL SCREEN EDIT ]═══════════════════════════╗ ║ QUOTE: 23 ║ ║ ITEM: DFS764AB ║ ║ DESC: JAR-78, CHROME # 50 ║ ║ QTY: 1 ║ ║ PRICE: 61.18 ║ ║ COST: 52.00 ║ ║ TAXABLE: T ║ ║ DATE: 06/17/91 ║ ║ CUSTOMER: 1230 ║ ║ CLASS: ║ ║ DESC2: ║ ║ DESC3: ║ ║ DESC4: ║ ║ ALLOCATED: 0 ║ ║ MAINT_AMT: 0.00 ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Press Esc to Abort, PgUp/PgDn to Save and Exit ■ ADD ITEM TO QUOTE WHITE IN QUOTE DETAIL BROWSE Press Ctrl N to add an item to an existing quote. A browse selection window will appear for you to select from. Locate the desired item using the arrow keys or the find keys (function keys F5 through F9). Press Enter on the highlighted inventory item record to add it to the quote. ╔══════════════[ ADD ITEM NUMBER TO QUOTE - BROWSE INVENTORY ]═══════════════╗ ║ ITEM DESC ONHAND ONORDER ║ ║───────────────╥────────────────────────────────╥────────────╥──────────────║ ║ NUKEMHIGH ║ 3 Megaton Nuclear Warhead ║ 3.000 ║ 3440.000 ║ ║ NUKEMISSLE ║ Tactical Nuclear Missle ║ 4.000 ║ 2324.000 ║ ║ NUKE#5 ║ Simple Charge (with timer) ║ 8.000 ║ 3241.000 ║ ║ NUKE-PBLE ║ Portable Nuclear Bomb (used) ║ 1.000 ║ 1064.000 ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) Enter/Return (Add to Quote) Find: F5 (Item) F6 (Desc) F7 (VendItem) F8 (Vendor) F9 (Type) 103/107 DAYO SMS, TJS LAB Page: 70 ■ FIND QUOTE DETAIL Use the function key F5 to locate a detail item record based on the quote number, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter QUOTE: 0 │ └───────────────────────────────────────────────────TJS LAB───┘ Press F6 to locate a detail item record based on the item number, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter ITEM: │ └───────────────────────────────────────────────────TJS LAB───┘ ■ FIND QUOTE HEADER Use the function keys F5 through F9 to locate your quote header records. Press F5 to locate a quote header record based on the quote number, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter QUOTE: 0 │ └───────────────────────────────────────────────────TJS LAB───┘ Press F5 to locate a quote header record based on the customer's ship to name, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter SHIPNAME: │ └───────────────────────────────────────────────────TJS LAB───┘ Press F7 to locate a quote header record based on the customer number, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter CUSTOMER: 0 │ └───────────────────────────────────────────────────TJS LAB───┘ Press F8 to locate a quote header record based on the contact number, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter CONTACT: 0 │ └───────────────────────────────────────────────────TJS LAB───┘ Press F9 to locate a quote header record based on the sales person code, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter SALESPER: │ └───────────────────────────────────────────────────TJS LAB───┘ DAYO SMS, TJS LAB Page: 71 ■ REPRINT/PRINT QUOTE You can print/reprint quotes at any time by simply finding the desired quote, then press Enter. ╔════════════════════════════════════════════════════════════════════════════╗ ║ Customer: 340074 Contact: COASTAL HEALTH LDate: 11/10/90║ ║ Bill To Ship To ║ ║ MACKENZIE KITTYS MOSE'S FOX HOUNDS ║ ║ 3030 TIGER DRIVE 1004 WEST HOUND ROAD ║ ║ CATSDALE, NY 93939 TERRIER BUILDING #300 ║ ║ ORLANDO, FL 32808 ║ ║ ║ ║ Credit Limit: 0.00 Type: Class: 01 ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ Quote: 20005 Total: 107665.40 Terms: C.O.D. Date: 09/27/90║ ║ Rep: 050 Printed: No Customer PO: Shipper: DELIVER ║ ║ Comment: Thank You! ║ ╟─────────────────────[ PRINT/REPRINT SALES ORDER/QUOTE ]────────────────────╢ ║ QUOTE CUSTOMER CONTACT SHIPNAME ║ ║────────────────╥──────────╥─────────╥──────────────────────────────────────║ ║ 1005 ║ 340024 ║ 86345 ║ MOSE'S FOX HOUNDS ║ ║ 1005 ║ 340034 ║ 45345 ║ MOSE'S FOX HOUNDS ║ ║ 1005 ║ 340044 ║ 66345 ║ MOSE'S FOX HOUNDS ║ ║ 1006 ║ 345930 ║ 36450 ║ MALAMUKE FARMS ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit/Abort) Enter/Return (Select Quote For Reprint) Find: F5(Quote) F6(ShipName) F7(Customer) F8(Contact) F9(Salesper) ■ QUOTE COPIES As in the Create Quote option, a window is being used allowing for the input of the quote copies, and the option to edit the quote comments, ie: ╔══════════════════════════════════╗ ║ Add comments to this Quote: N <─╢ ║ Number of Copies: 1 <─╢ ╚══════════════════════════════════╝ DAYO SMS, TJS LAB Page: 72 ■ CONTACTS & CALENDAR From this menu, many routines pertaining to contacts and/or the calendar exist. DAYOSMS Version 4.0 Copyright (c) ┌───[October 1992]───┐┌───[November 1992]──┐ │S M T W T F S ││S M T W T F S │ ├────────────────────┤├────────────────────┤ Contact Management │ 1 2 3 4 5││ 1 2│ │ 6 7 8 9 10 11 12││ 3 4 5 6 7 8 9│ & │13 14 15 16 17 18 19││10 11 12 13 14 15 16│ │20 21 22 23 24 25 26││17 18 19 20 21 22 23│ Calendar │27 28 29 30 31 ││24 25 26 27 28 29 30│ │ ││ │ ╔════════╗ └────────────────────┘└────────────────────┘ ╔═╝ ╚═══════════════════════════════════════════════════════════════╗ ║Select C ontacts ║ ║Option -> S ales Person's Calendar ▄██ ███ █ █ ███ ▄█▄ ▄██ ███ ███ ║ ║ M anager's Calendar █ █ █ ██ █ █ █ █ █ █ █ ║ ║ Q uotes/S.O.E. █ █ █ ████ █ ███ █ █ ███ ║ ▒╣ B rowse Customers █ █ █ █ ██ █ █ █ █ █ █ ╬▒ ▓╣ F orm Letters ▀██ ███ █ █ █ █ █ ▀██ █ ███ ╠▓ ▒╣ P roducts and ╠▒ ▓╬ S cripts ▄██ ▄█▄ █ ██ █ █ █▄██ ▄█▄ █▄██ ███ ╬▓ ▒╣ E vents █ █ █ █ █ ██ █ █ █ █ █ █ █ █ ╠▒ ║ S pecial █ ███ █ ██ ████ █ █ ███ ████ ███ ║ ║ E xit █ █ █ █ █ █ ██ █ █ █ █ █ █ █ ║ ║ ▀██ █ █ ██ ██ █ █ █▀██ █ █ █ ██ ███ ║ ╚══════════════════════════════════════════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 73 ■ CONTACT MANAGEMENT MAIN SCREEN The first option in the Contact Management is the maintenance of the contact database. DAYOSMS Version 4.0 Copyright (c) ┌───[October 1992]───┐┌───[November 1992]──┐ Esc (Exit) F1 (Help) │S M T W T F S ││S M T W T F S │ Edit Alt $Potential ├────────────────────┤├────────────────────┤ Notes Alt FastFind │ 1 2 3 4 5││ 1 2│ Quotes Alt Edit │ 6 7 8 9 10 11 12││ 3 4 5 6 7 8 9│ Find │13 14 15 16 17 18 19││10 11 12 13 14 15 16│ Phone/Action Alt Print │20 21 22 23 24 25 26││17 18 19 20 21 22 23│ Customer │27 28 29 30 31 ││24 25 26 27 28 29 30│ Add │ ││ │ ╔════════╗ └────────────────────┘└────────────────────┘ ╔═╝ 192933 ╚════════════════════╦══════════════════════════════════════════╗ ║ GEORGE MOONILAL ║ Customer: 34100 Salesper: 011 ║ ║ MOTHER'S PARADISE, INC ║ Salutation: Mr Group: MIS ║ ║ BUILDING 6000 ║ Title: Owner ║ ║ SUITE 39 ║ Division: MIS Dept: Computers ║ ▒╣ ORLANDO, FL 32834 ╠══════════════════════════════════════════╬▒ ▓╣ Work: 343-5555 ║ LastDate: 09/30/91 LastTime: 1:05 am ╠▓ ▒╣ Home: 343-5555 ║ NextDate: 10/23/91 NextTime: 8 am ╠▒ ▓╣ Car: 343-5555 ╠══════════════════════════════════════════╬▓ ▒╣ Fax: 342-5555 ║ Field1: SHOES Field3: DRESSES ╠▒ ║ ║ Field2: PERFUME Field4: SKIRTS ║ ╠══════════════════════════════════════════════════════════════════════════╣ ║ Comment: Call First! <Notes> ║ ╚══════════════════════════════════════════════════════════════════════════╝ 11/23 ■ EDIT CONTACT RECORD Press 'E' to edit the contact record. When you do this, a window will appear prompting you to edit the following required fields: First Name (FNAME) Last Name (LNAME) Customer Number (CUSTOMER) ╔═════════════[ CONTACT KEY FIELDS ]══════════════╗ ║ First Name: GEORGE ║ ║ Last Name: MOONILAL ║ ║ Customer Number: 100 ║ ╚═════════════════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 74 ■ EDIT CONTACT NOTES Press N to edit or view a contact's notes, ie: ╔════════╗ ╔═╝ 192933 ╚══════════════════════╦════════════════════════════════════════╗ ║ GEORGE MOONILAL ║ Customer: 34100 Salesper: 011 ║ ║ MOON PLANTS ║ Salutation: Mr Group: MIS ║ ╠═════════════════════════════════╩════════════════════════════════════════╣ ║ ║ ▒╣ ╬▒ ▓╣Monday, 30 September 1991 1:04 am User: Sally Morgan: Saw George last ╠▓ ▒╣night, but he did not talk about that big deal we have in the works... ╠▒ ▓╣ ╬▓ ▒╣ ╠▒ ║ ║ ╠ ╣ ║ ║ ╚══════════════════════════════════════════════════════════════════════════╝ 11/39 ■ RUN SALES ORDER ENTRY/QUOTE ROUTINES Press Q to enter the Sales Order Entry & Quotes routine (same routine as from the main menu). ╔═══════════════════════[ SALES ORDER ENTRY & QUOTES ]═══════════════════════╗ ║ ║ ║▄███▄ ████░ █████░ ▄█░ ████░ █░ █░ ████░ █████░ █████░ ▄███▄ ║ ║█░ █▀ ▀█░ █░ ▄█░ █▀ ▀█░ █░ █░ █▀ ▀█░ █░ █░ █░ ║ ║█░ █░ █░ █░ ▄█░ █░ █░ █░ █░ █░ █░ █░ █░ █░ ║ ║▀███▄ █░ █░ ████░ ▄█░ █░ █░ █░ █░ █░ █░ █░ ████░ ▀███▄ ║ ║ █░ █░ █░ █░ ▄█░ █░ █░ █░ █░ █░ █░ █░ █░ █░║ ║ █░ █▄ ▄█░ █░ ▄█░ █▄ ▄█░ █▄ ▄█░ █▄ ▄█░ █░ █░ █░║ ║▀███▀■ ████░■ █████░■ █░ ███▀█▄ ████░ ████░ █░ █████░ ▀███▀ ║ ║ ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ ║ ║ Select Option -> Create Quote ║ ║ Modify Quote ║ ║ Browse Existing Quotes ║ ║ Print/Reprint Quote ║ ║ Exit ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) DAYO SMS, TJS LAB Page: 75 ■ FIND CONTACT To locate a contact based on the contact's name or company, press F, then enter as much of the name as you wish. If a match for last name, first name or company is found, the contact record will be displayed. ■ CREATE TELEPHONE MESSAGE RECORD Press P to log a telephone call, take notes pertaining to a contact's telephone call, or to schedule a followup call. ╔════════╗ ╔═╝ 192933 ╚══════════════════════╦════════════════════════════════════════╗ ║ GEORGE MOONILAL ║ Customer: 100 Salesper: 011 ║ ║ MOON PLANTS ║ Salutation: SF Group: SALE ║ ╠═══[ RECORD PHONE CALL/MESSAGE ]═╩════════════════════════════════════════╣ ║ This routine will record the call you are about to make, with the ║ ▒╣ following options: ╬▒ ▓╣ ╠▓ ▒╣ Select Option -> Create Record of Action/Telephone Call Only ╠▒ ▓╣ Edit Contact Notes ╬▓ ▒╣ Schedule Next Call/Action ╠▒ ║ Schedule Next Call/Event and Edit Contact Notes ║ ╠ Exit ╣ ║ ║ ╚══════════════════════════════════════════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 76 ■ RECORD PHONE CALL/MESSAGE When creating a followup record, you will be prompted to enter the length of the event (in minutes), a comment (limit this field to 50 characters), the type code (defaults to PHN), the priority 0-99, and either yes or no to the prompt that designates the event as being performed or not. ╔════════╗ ╔═╝ 192933 ╚══════════════════════╦════════════════════════════════════════╗ ║ GEORGE MOONILAL ║ Customer: 100 Salesper: 011 ║ ║ MOON PLANTS ║ Salutation: SF Group: SALE ║ ╠═══[ RECORD PHONE CALL/MESSAGE ]═╩════════════════════════════════════════╣ ║ Date: 10/06/91 ( MM/DD/YY ) ║ ▒╣ Time: 1:10 am ( ie: 3pm or 15:00:00 ) ╬▒ ▓╣ ╠▓ ▒╣ Length: 1 ( 0-999, minutes ) ╠▒ ▓╣ Comment: George wants 500 jars made by friday ╬▓ ▒╣ Type: PHN ╠▒ ║ Priority: 0 ( 0-99, 99 -> Highest ) ║ ╠ Performed: Y ( Y -> This action/event has been completed ) ╣ ║ ║ ╚══════════════════════════════════════════════════════════════════════════╝ ■ DESCRIPTION OF PHONE CALL FIELDS Date: This is the date the phone call was recorded on. Defaults to the system date. Uses the following format: MM/DD/YR. Time: This is the time the phone call was recorded on. Defaults to the system time. Uses the following format: HH:MM:SS. Length: This is the length of the call, in increments of minutes, ie: 1 for 1 minute, 60 for 1 hour... Comment: This is a very brief description of the telephone message. Limit to 60 characters. Type: Type of Calendar event. Defaults to 'PHN' for this option. Priority: Defines the priority (0-99). 99 is the highest... Note, this option is totally optional. Performed: This field records whether the action/event has been completed. DAYO SMS, TJS LAB Page: 77 ■ EDIT &/OR SCHEDULE CALENDAR ENTRY If a followup calendar event is selected, a normal/regular calendar event edit screen is presented with the option to edit many of the fields. Note the graph on the bottom of the screen depicts the available/used hours of the day. The blocks (ie: '░░'), represent times that events are currently scheduled for... ╔═══════════════════[ EDIT &/OR SCHEDULE CALENDAR ENTRY ]══════════════════╗ ║ Entry Created By: tj ║ ║ Date Created: 10/06/91 ║ ║ Time Created: 1:10 am ║ ║ Last Date Accessed: 10/06/91 ║ ║ Last Time Accessed: 1:10 am ║ ║ Date: 10/13/91 ( MM/DD/YY ) ║ ║ Time: 1:10 am ║ ║ Customer: 100100 GEORGE MOONILAL (407) 292-4708 ║ ║ Contact: 192933 GEORGE MOONILAL MOON PLANTS ║ ║ Sales Person: 011 ║ ║ Length: 1 ( 0-9999 minutes, ie: 60 equals 1 hour ) ║ ║ Comment: ║ ║ Priority: 0 ( 0-99, 99 -> Highest * See Table Below ) ║ ║ Performed: N ( Y -> This action/event has been completed ) ║ ║ Type: CAL ║ ║ ║ ║ * Priority Color Codes: ║ ║ 91 to 99 Blinking White 1 to 50 Magenta ║ ║ 81 to 90 White 0 Green ║ ║ 51 to 80 Cyan Performed Blue ║ ╚╡6...7...8...9...10..11..12..1...2...3...4...5...6...7...8...9...10..11..╞╝ Esc (Exit) F1 (Help) PgDn/PgUp (Save & Exit) DAYO SMS, TJS LAB Page: 78 ■ DESCRIPTION OF PHONE CALL FIELDS Entry Created By: Name of user/sales person that created this record. Date Created: Date this record was created Time Created: Time this record was created Last Date Accessed: Last date this record was changed or viewed. Last Time Accessed: Last time this record was changed or viewed. Date: This is the date the phone call was recorded on. Defaults to the system date. Uses the following format: MM/DD/YR. Time: This is the time the phone call was recorded on. Defaults to the system time. Uses the following format: HH:MM:SS. Customer: Customer Number (6 numeric digits) Contact: Contact Number (6 numeric digits) Sales Person: Sales Person Number/Code (3 digits) Length: This is the length of the call, in increments of minutes, ie: 1 for 1 minute, 60 for 1 hour... Comment: This is a very brief description of the telephone message. Limit to 60 characters. Priority: Defines the priority (0-99). 99 is the highest... Note, this option is totally optional. Performed: This field records whether the action/event has been completed. Type: Type of Calendar event. Defaults to 'PHN' for this option. DAYO SMS, TJS LAB Page: 79 ■ EXPANDED CUSTOMER INFORMATION Press C to display the Expanded Customer Information screen, ie: ╔════════════════════════════════════════════════════════════════════════════╗ ║ Contact: 192933 GEORGE MOONILAL Sales Person: 011 ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ Customer: 100 Company: GEORGE MOONILAL Date: 10/03/91 ║ ║ Assigned Sales Person: 050 SIC: DUNN: ║ ║ Type of Business: # of Employees: 0 ║ ║ Earnings: 0.00 Credit Limit: 999999.00 Year End: ║ ║ Default Shipper/Carrier: ║ ║ AP Contact: Phone: ║ ║ Charge Freight Fax: ║ ║ Field1: Field2: Field3: Field4: ║ ║ Field5: Field6: Field7: Field8: ║ ║ Comment: ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) Enter (Edit) F3 (Notes) <*> Press F3 if you want to enter any comments about the customer. Note, these notes supplement the customer notes. ╔════════════════════════════════════════════════════════════════════════════╗ ║ Contact: 192933 GEORGE MOONILAL Sales Person: 011 ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ Customer: 100 Company: GEORGE MOONILAL Date: 10/03/91 ║ ║ Assigned Sales Person: 050 SIC: DUNN: ║ ║ Type of Business: # of Employees: 0 ║ ║ Earnings: 0.00 Credit Limit: 999999.00 Year End: ║ ║ Default Shipper/Carrier: ║ ║ AP Contact: Phone: ║ ║ Charge Freight Fax: ║ ║ Field1: Field2: Field3: Field4: ║ ║ Field5: Field6: Field7: Field8: ║ ║ Comment: ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ ║ ║ Type in anything you want that relates to the customer or contact. ║ ║ ║ ║ Remember that the customer already has its own notes... ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) Enter (Edit) F3 (Notes) <*> DAYO SMS, TJS LAB Page: 80 While editing the notes, press F2 to import an existing text/ASCII file. ┌────────────────────────────────────────────────────────────────────────────┐ │ This routine will merge a text file with your current file/memo/mail. │ │ Enter FILE NAME: │ └────────────────────────────────────────────────────────────────────────────┘ Esc (Exit) F1 (Help) F2 (Import) ■ ADD CONTACT RECORD Press A to add another contact record. The first name, last name and a valid customer number must be entered, ie: ╔═════════════[ CONTACT KEY FIELDS ]══════════════╗ ║ First Name: Frank ║ ║ Last Name: James ║ ║ Customer Number: 34100 ║ ╚═════════════════════════════════════════════════╝ ■ EDIT SALES POTENTIAL Press Alt $ to either input or to compute (based on quotes) the sales potential for the contact, ie: ╔══════════════════════[ EDIT SALES/POTENTIAL FIELDS ]═══════════════════════╗ ║ Use this option to reset the YTD_SALES field by summing all Quotes ║ ║ that are not DELETED and are not over 1 year (365 days) old. ║ ║ ║ ║ Do you wish to reset the POTENTIAL field? (Y/N) ║ ║ Do you wish to reset the YTD_SALES field? (Y/N) * ║ ║ ║ ║ Sales Potential: $ 65906.32 ║ ║ ║ ║ Sales Year To Date: $ 73951.27 ║ ╚════════════════════════════════════════════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 81 ■ FAST FIND - CONTACT RECORD Press Alt F to locate a contact based on the any part of the contact name, telephone number or company name, ie: ╔════════════════════════════════════════════════════════════════════════════╗ ║ FAST FIND CONTACT ║ ║ Contact Contact Name Phone Company ║ ║ 234234 Demond Morgan (407) 291-3960 Morgan, Inc. ║ ║ 324234 Sally Morgan (407) 292-4708 Morgan, Inc. ║ ║ 657834 Timmy Morgan (407) 292-4921 Morgan, Inc. ║ ║ 826234 Sue Morgan (407) 295-1704 Morgan, Inc. ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ Enter String(s): Morgan 407 ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) Enter (Select) F1 (Help) ■ FULL SCREEN EDIT - CONTACT RECORD Press F2 to edit the contact record in the Full Screen mode, ie: ╔══[ Page 1 ]════════════════[ FULL SCREEN EDIT ]════════════════════════════╗ ║ CUSTOMER: 100 CARRIER: UPS GROUND ║ ║ CONTACT: 192933 COUNTY: ║ ║ LNAME: MOONILAL SMSA: ║ ║ FNAME: GEORGE EMAIL: ║ ║ COMPANY: MOON PLANTS YTD_SALES: 34.00 ║ ║ SALESPER: 011 POTENTIAL: 0.00 ║ ║ SALUTATION: MR DATE: 05/28/91 ║ ║ TITLE: Owner LASTDATE: 10/06/91 ║ ║ ADDRESS1: 5000 EAST LANE LASTTIME: 01:00:31 ║ ║ ADDRESS2: BUILDING 39 NEXTDATE: / / ║ ║ CITY: ORLANDO NEXTTIME: ║ ║ STATE: FL FIELD1: ROSES ║ ║ ZIP: 32808 FIELD2: SUNFLOWERS ║ ║ PHONE1: (407) 292-4708 FIELD3: RED TIPS ║ ║ PHONE2: (407) 291-3960 FIELD4: APPLE TREES ║ ║ PHONE3: FIELD5: ║ ║ PHONE4: FIELD6: ║ ║ GROUP: PURC FIELD7: ║ ║ DIVISION: PURCHASING FIELD8: ║ ║ DEPARTMENT: PURCHASING FIELD9: ║ ║ ORG_LEVEL: FIELD10: ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) PgUp/PgDn (Save & Exit) DAYO SMS, TJS LAB Page: 82 ■ CONTACT DUMP REPORT Press Alt P to print the contact dump report for all contacts, a specific contact, or for all contacts belonging to a specified sales person. ╔══════════════════════════[ CONTACT DUMP REPORT ]═══════════════════════════╗ ║ ║ ║ Select Option -> Print Report For All Contacts ║ ║ Print Report For Specific Contact ║ ║ Print Report For Specific Sales Person ║ ║ Exit ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Options in this report include multiple indexes and the ability to set the number of lines per page. ╔══════════════════════════[ CONTACT DUMP REPORT ]═══════════════════════════╗ ║ ║ ║ Select Option -> Print Report For Specific Contact ║ ║ ║ ║ Select Index -> Contact Number ║ ║ ║ ║ Enter Number of Lines Per Page 55 ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 83 ■ EXAMPLE OF A CONTACT DUMP REPORT CONTACT DUMP REPORT - INACOMP COMPUTER CENTERS Page 1 Contact Number: 192933 *** Contact Name: GEORGE MOONILAL Customer Number: 100 Company Name: MOON PLANTS Address Line 1: BUILDING 39 Address Line 2: City: ORLANDO State: FL Zip Code: 32808 Work Phone: (407) 292-4708 Home Phone: (407) 291-3961 Car Phone: Fax: (407) 295-2171 Salutation: Title: Sales Person: 011 Group: SALE Division: Department: Organization Level: Carrier: UPS GROUND County: SMSA: E-Mail: Year To Date Sales: $13344.00 Potential: $20000.00 Date Created: Tuesday, 28 May 1991 Last Date Accessed: 10/06/91 Last Time Accessed: 01:00:31 Next Date To Be Viewed: <Invalid or Empty Date> Next Time To Be Viewed: User Defined Field #1: ROSES User Defined Field #2: TREES User Defined Field #3: User Defined Field #4: User Defined Field #5: User Defined Field #6: User Defined Field #7: User Defined Field #8: User Defined Field #9: User Defined Field #10: Comment: Call first! Contact Notes: Nickname: GEORGE Birthday: 18/08/57 Best time to call: Very early AM.. DAYO SMS, TJS LAB Page: 84 ■ SALES PERSON CALENDAR The Sales Person Calendar routines include a 7 day display, a browse screen and 3 types of calendar reports. ╔════════╗ ╔╝ ╚════════════════════════════════════════════════════════════════╗ ║ ███ ▄█▄ █ ███ ███ █▄██ ███ █▄██ ███ ███ █ █ ███ ║ ║ █ █ █ █ █ █ █ █ █ █ █ █ █ █ ██ █ █ ║ ║ ███ ███ █ ██ ███ ████ ██ ████ ███ █ █ ████ ███ ║ ║ █ █ █ █ █ █ █ █ █ █ █ █ █ █ ██ █ ║ ▒╣ ███ █ █ ███ ███ ███ █ ███ █ ██ ███ ███ █ █ ███ ╬▒ ▓╣ ╠▓ ▒╣ Select Option -> 7 Day Calendar ╠▒ ▓╬ Browse Calendar ╬▓ ▒╣ Print Today's Calendar ╠▒ ║ Print Tomorrow's Calendar ║ ║ Print Calendar With Date Range ║ ║ Exit ║ ╚══════════════════════════════════════════════════════════════════════════╝ ■ 7 DAY CALENDAR - SPECIFIC SALES PERSON Before this option can be displayed, you must key in a valid Sales Person/Rep number (3 digits), ie: ╔════════╦════════╦════════╦════════╦════════╦════════╦════════╦════════╗ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ Time ║ ║ ║ ║ ║ ║ ║ ║ ║ ╠════════╬════════╬════════╬════════╬════════╬════════╬════════╣ ║ 6:00 am║ ║ ║ ║ ║ ║ ║ ║ ║ 7:00 am║ ║ ║ ║ ║ ║ ║ ║ ║ 8:00 am║ ║ ║ ║ ║ ║ ║ ║ ║ 9:00 am║ ║ ║ ║ ║ ║ ║ ║ ║10:00 am║ ║ ║ ║ ║ ║ ║ ║ ║11:00 am║ ║ ║ ║ ║ ║ ║ ║ ║12:00 pm║ ║ ║ ║ ║ ║ ║ ║ ╔════════════════════════════════════════════════════════════════════════════╗ ║ * Enter Sales Person Number: tlj ║ ╚════════════════════════════════════════════════════════════════════════════╝ ║ 4:00 pm║ ║ ║ ║ ║ ║ ║ ║ ║ 5:00 pm║ ║ ║ ║ ║ ║ ║ ║ ║ 6:00 pm║ ║ ║ ║ ║ ║ ║ ║ ║ 7:00 pm║ ║ ║ ║ ║ ║ ║ ║ ║ 8:00 pm║ ║ ║ ║ ║ ║ ║ ║ ║ 9:00 pm║ ║ ║ ║ ║ ║ ║ ║ ║10:00 pm║ ║ ║ ║ ║ ║ ║ ║ ║11:00 pm║ ║ ║ ║ ║ ║ ║ ║ ╚════[ ]═════╝ Esc (Exit) F1 (Help) DAYO SMS, TJS LAB Page: 85 Press enter on an empty prompt to view all valid sales person codes, ie: ╔═════════════════════════════════════════════════╗ ║ Select Sales Person ║ ║ SALESPER NAME ║ ║═════════════╤═══════════════════════════════════║ ║ HM │ Harry Morgan ║ ║ TLJ │ Sam Twiddle ║ ║ SM │ Stacy Marriane ║ ║ HHH │ Harry Harmon Harcount ║ ║ JS0 │ Joe Stucker ║ ║ DSM │ Sue McCalister ║ ║ E00 │ Jack James ║ ║ │ ║ ║ │ ║ ║ │ ║ ║ │ ║ ╚═════════════════════════════════════════════════╝ Use the arrow keys to scroll up/down (hours), and left/right (days). Use the PgUp/PgDn keys to change the week. Note, you can never edit/display dates earlier than today's date. Use the Browse option to view/edit calendar events that were created before the current date. ╔════════╦════════╦════════╦════════╦════════╦════════╦════════╦════════╗ ║ ║ Oct 06║ Oct 07║ Oct 08║ Oct 09║ Oct 10║ Oct 11║ Oct 12║ ║ Time ║ Sun ║ Mon ║ Tue ║ Wed ║ Thu ║ Fri ║ Sat ║ ║ ╠════════╬════════╬════════╬════════╬════════╬════════╬════════╣ ║ 6:00 am║ ║ ║ ║ ║ ║ ║ ║ ║ 7:00 am║ ║ ║ ║ ║ ║ ║ ║ ║ 8:00 am║JP Meeti║Follow U║ ║ ║Follow U║Follow U║ ║ ║ 9:00 am║░░░░░░░░║░░░░░░░░║ ║ ║░░░░░░░░║ ║ ║ >>║10:00 am║Call MG ║Follow U║ ║ ║░░░░░░░░║ ║Follow U║<< ║11:00 am║░░░░░░░░║░░░░░░░░║ ║ ║░░░░░░░░║Follow U║Follow U║ ║12:00 pm║ ║Follow U║ ║ ║░░░░░░░░║░░░░░░░░║░░░░░░░░║ ║ 1:00 pm║ ║░░░░░░░░║ ║ ║Follow U║Follow U║ ║ ║ 2:00 pm║ ║ ║ ║ ║ ║Follow U║ ║ ║ 3:00 pm║ ║ ║ ║ ║ ║ ║ ║ ║ 4:00 pm║ ║ ║ ║Follow U║ ║Follow U║ ║ ║ 5:00 pm║ ║ ║ ║ ║ ║ ║ ║ ║ 6:00 pm║ ║ ║Follow U║ ║ ║Follow U║ ║ ║ 7:00 pm║ ║ ║░░░░░░░░║ ║ ║Follow U║ ║ ║ 8:00 pm║ ║ ║░░░░░░░░║ ║ ║░░░░░░░░║ ║ ║ 9:00 pm║ ║ ║ ║ ║ ║ ║ ║ ║10:00 pm║ ║ ║ ║ ║ ║ ║ ║ ║11:00 pm║ ║ ║ ║ ║ ║ ║ ║ ╚════[Call MG and get a meeting schedule for later that week ]═════╝ Esc (Exit) Enter (Select) Alt N (Notes) Alt P (Print) DAYO SMS, TJS LAB Page: 86 ■ EDIT &/OR SCHEDULE CALENDAR ENTRY If a calendar event is selected, a normal/regular calendar event edit screen is presented with the option to edit many of the fields. Note the graph on the bottom of the screen depicts the available/used hours of the day. The blocks (ie: '░░'), represent times that events are currently scheduled. ╔═══════════════════[ EDIT &/OR SCHEDULE CALENDAR ENTRY ]════════════════════╗ ║ Entry Created By: Mary E Jones ║ ║ Date Created: 10/06/91 ║ ║ Time Created: 1:31 pm ║ ║ Last Date Accessed: 10/06/91 ║ ║ Last Time Accessed: 1:31 pm ║ ║ Date: 10/06/91 ( MM/DD/YY ) ║ ║ Time: 6 pm ║ ║ Customer: 100100 ║ ║ Contact: 43 Harry Morgan ║ ║ Sales Person: HIJ ║ ║ Length: 1 ( 0-9999 minutes, ie: 60 equals 1 hour ) ║ ║ Comment: Call and get an estimate for the December Job... ║ ║ Priority: 0 ( 0-99, 99 -> Highest * See Table Below ) ║ ║ Performed: N ( Y -> This action/event has been completed ) ║ ║ Type: CAL ║ ║ ║ ║ * Priority Color Codes: ║ ║ 91 to 99 Blinking White 1 to 50 Magenta ║ ║ 81 to 90 White 0 Green ║ ║ 51 to 80 Cyan Performed Blue ║ ╚═╡6░░░7...8...9...10..11..12..1...2...3...4...5...6░░░7...8...9...10..11..╞═╝ Esc (Exit) F1 (Help) PgDn/PgUp (Save & Exit) DAYO SMS, TJS LAB Page: 87 ■ DESCRIPTION OF CALENDAR FIELDS Entry Created By: Name of user/sales person that created this record. Date Created: Date this record was created Time Created: Time this record was created Last Date Accessed: Last date this record was changed or viewed. Last Time Accessed: Last time this record was changed or viewed. Date: This is the date the calendar record was recorded. Defaults to the system date. Uses the following format: MM/DD/YR. Time: This is the time the calendar record was recorded. Defaults to the system time. Uses the following format: HH:MM:SS. Customer: Customer Number (6 numeric digits) Contact: Contact Number (6 numeric digits) Sales Person: Sales Person Number/Code (3 digits) Length: This is the length of the call, in increments of minutes, ie: 1 for 1 minute, 60 for 1 hour... Comment: This is a very brief description of the calendar event. Limit to 60 characters. Priority: Defines the priority (0-99). 99 is the highest... Note, this option is totally optional. Performed: This field records whether the action/event has been completed. Type: Type of Calendar event. Defaults to 'CAL' for this option. DAYO SMS, TJS LAB Page: 88 ■ CALENDAR BROWSE Use this option to view all the calendar events. *** Note, as of 9 October 1991, this browse routine sometimes clears areas of the screen. We have as yet to determine the problem! It is not harming any data, but is VERY distracting. Hopefully we will have the problem 'cured' very soon! ╔════════════════════════════════════════════════════════════════════════════╗ ║ ███ ███ █ ███ █ █ █▄██ ███ █▄██ █▄██ █▄██ ▄██▄ █ █ ███ ███ ║ ║ █ █ █ █ █ ██ █ █ █ █ █ █ █ █ █ █ █ █ █ █ █ █ █ █ ║ ║ █ ██▄██ █ ██ ████ █ █ ██▄██ ████ ████ ████ █ █ █▄ █ ▄█ ███ ██ ║ ║ █ █ █ █ █ █ ██ █ █ █ █ █ █ █ █ █ █ █ █ █████ █ █ ║ ║ ███ █ █ ███ ███ █ █ █▀██ █ █ █ ██ █▀██ █ ██ ▀██▀ █ █ ███ ███ ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ Contact: 192929 Customer: 234000 Date: 02/14/91 Time: 8:40 am Type: QUO ║ ║ Sales Person: [112] DARREL L. MOSES ║ ║ Comment: FollowUp on Quote 90097 ║ ║ Priority: 55 Duration: 5 minutes Performed: No <NOTES> ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ CONTACT CUSTOMER SALESPER DATE TIME TYPE ║ ║═════════════════╤══════════╤══════════╤══════════╤══════════╤══════════════║ ║ 192929 │ 002000 │ 0112 │ 02/14/91 │ 08:40:00 │ QUO ║ ║ 342344 │ 234234 │ 0112 │ 06/23/91 │ 10:00:00 │ CAL ║ ║ 192929 │ 002000 │ 0112 │ 06/27/91 │ 08:20:00 │ INI ║ ║ 192933 │ 003000 │ 0112 │ 06/27/91 │ 09:10:40 │ CAL ║ ║ 192933 │ 003000 │ 0112 │ 06/27/91 │ 10:00:00 │ CAL ║ ║ 192933 │ 003000 │ 0112 │ 06/27/91 │ 10:00:00 │ CAL ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc(Exit) F2(Edit) F3(Notes) Ctrl N(Add) Del(Delete) Alt F(FastFind) Find: F5(Contact) F6(Salesper) F7(Customer) F8/F9(Date) F10(Quote) 354/3 ■ EDIT &/OR SCHEDULE CALENDAR ENTRY This edit is identical to the 7 Day Calendar Entry Edit (discussed on previous pages... ■ EDIT CALENDAR RECORD Press F2 to edit the currently highlighted calendar record. DAYO SMS, TJS LAB Page: 89 ■ ADD CALENDAR RECORD Press Ctrl N to add a calendar record. ■ EDIT CALENDAR NOTES Press F3 to edit the calendar notes for the selected calendar entry, ie: ╔════════════════════════════════════════════════════════════════════════════╗ ║ ║ ║Enter anything you want that pertains to the selected calendar entry... ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Import) ■ FAST FIND CALENDAR ENTRY/EVENT This is the primary method to find a calendar entry. Press 'Alt F' to invoke this routine, ie: ╔════════════════════════════════════════════════════════════════════════════╗ ║ FAST FIND CALENDAR ║ ║ Date Time Comment Contact Customer Rep ║ ║ 08/08/91 14:00:00 Get Jar From Joe 25340 214540 112 ║ ║ 08/09/91 10:45:00 Meeting at Sam's 35241 242467 112 ║ ║ 08/10/91 16:30:00 Followup on Quote 39399 23442 242367 112 ║ ║ 08/10/91 08:00:00 Counsel Martin 23555 243050 112 ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ Enter String(s): 112 ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) Enter (Select) F1 (Help) Enter in any part(s) of the comment or sales person's number at the prompt. DAYO SMS, TJS LAB Page: 90 ■ PRINT TODAY'S CALENDAR This option prints all calendar entry schedule for the current date, for the selected sales person. ■ EXAMPLE OF TODAY'S CALENDAR REPORT Today's Calendar (10/06/91) For: ALL) Page 1 ------------------------------------------------------------------------------ 12:00 pm Meeting with Joe Jones Type: PHN Priority: 0 Minutes: 1 Performed! Customer: 100 GEORGE MOONILAL (407) 555-2438 Contact: 192933 Morgan Company ------------------------------------------------------------------------------ 1:10 pm Lunch with Boss Type: PHN Priority: 0 Minutes: 1 Performed! Customer: 100 GEORGE MOONILAL (407) 555-2348 Contact: 192933 Morgan Company ------------------------------------------------------------------------------ 2:30 pm Another Lunch with Judy Type: PHN Priority: 0 Minutes: 1 Performed! Customer: 130 Judy Morgan (407) 555-4342 Contact: 324933 Judy Morgan ------------------------------------------------------------------------------ 3:30 pm Get Red Paint (10 cases) Type: PHN Priority: 0 Minutes: 1 Performed! Customer: 132 Martin Martinez (407) 555-2308 Contact: 234400 Harper Morgan ------------------------------------------------------------------------------ DAYO SMS, TJS LAB Page: 91 ■ SALES MANAGER CALENDAR This routine is identical to the Sales Person Calendar, except that it includes/shows all calendar events (not just a specific sales person). ╔════════╗ ╔═╝ ╚═══════════════════════════════════════════════════════════════╗ ║ ████ ▄██▄ █ ████ ████ █ █ ▄██▄ █ █ ▄██▄ ████ ████ █▄██ ║ ║ █ █ █ █ █ █ ██ ██ █ █ ██ █ █ █ █ █ █ █ ║ ║ ████ ████ █ ███ ████ █████ ████ ████ ████ █ ██ ███ ████ ║ ║ █ █ █ █ █ █ █ █ █ █ █ █ ██ █ █ █ █ █ █ █ ║ ▒╣ ████ █ █ ████ ████ ████ █ █ █ █ █ █ █ █ ████ ████ █ ██ ╬▒ ▓╣ ╠▓ ▒╣ Select Option -> 7 Day Calendar ╠▒ ▓╬ Browse Calendar ╬▓ ▒╣ Print Today's Calendar ╠▒ ║ Print Tomorrow's Calendar ║ ║ Print Calendar With Date Range ║ ║ Exit ║ ╚══════════════════════════════════════════════════════════════════════════╝ Because it contains all events, for all sales persons, it is usually 'packed', ie: ╔══[ MANAGER'S CALENDAR ]══╦════════╦════════╦════════╦════════╦════════╗ ║ ║ Aug 10║ Aug 11║ Aug 12║ Aug 13║ Aug 14║ Aug 15║ Aug 16║ ║ Time ║ Sat ║ Sun ║ Mon ║ Tue ║ Wed ║ Thu ║ Fri ║ ║ ╠════════╬════════╬════════╬════════╬════════╬════════╬════════╣ ║ 6:00 am║FollowUp║ ║ ║ ║Go to ER║ ║ ║ ║ 7:00 am║░░░░░░░░║ ║ ║ ║ ║ ║ ║ ║ 8:00 am║FollowUp║Follow U║FollowUp║Mail Let║Follow U║Holiday ║FollowUp║ ║ 9:00 am║Inform J║Get CPU ║FollowUp║FollowUp║FollowUp║░░░░░░░░║FollowUp║ ║10:00 am║RDS at N║Follow U║FollowUp║FollowUp║FollowUp║░░░░░░░░║FollowUp║ ║11:00 am║DJD phon║FollowUp║FollowUp║FollowUp║FollowUp║░░░░░░░░║FollowUp║ ║12:00 pm║FollowUp║FollowUp║FollowUp║Get CPU ║FollowUp║░░░░░░░░║FollowUp║ ║ 1:00 pm║FollowUp║FollowUp║Call MD ║FollowUp║Call JD ║░░░░░░░░║FollowUp║ ║ 2:00 pm║FollowUp║EK ║FollowUp║Get TJ ║Meeting ║░░░░░░░░║FollowUp║ ║ 3:00 pm║Pick Up ║FollowUp║CPU for ║DIR for ║FollowUp║░░░░░░░░║FollowUp║ ║ 4:00 pm║Reservat║Call JI ║FollowUp║FollowUp║FollowUp║░░░░░░░░║FollowUp║ ║ 5:00 pm║░░░░░░░░║FollowUp║399-3965║FollowUp║FollowUp║░░░░░░░░║FollowUp║ >>║ 6:00 pm║Leave fo║ ║ ║FollowUp║ ║░░░░░░░░║Ask Joe ║<< ║ 7:00 pm║░░░░░░░░║ ║ ║ ║ ║░░░░░░░░║Call Mir║ ║ 8:00 pm║░░░░░░░░║ ║Dinner w║ ║ ║░░░░░░░░║FollowUp║ ║ 9:00 pm║░░░░░░░░║ ║ ║ ║ ║░░░░░░░░║ ║ ║10:00 pm║░░░░░░░░║ ║ ║ ║ ║░░░░░░░░║ ║ ║11:00 pm║ ║ ║ ║ ║ ║░░░░░░░░║ ║ ╚════[Leave for the Airport (Joe Marcial) ]═════╝ Esc (Exit) Enter (Select) Alt N (Notes) Alt P (Print) DAYO SMS, TJS LAB Page: 92 ■ ACCESS QUOTES FROM CONTACT MANAGEMENT Highlight and press Enter on the 'Quotes/S.O.E.' option to run the Sales Order Entry/Quotes routines from this point... ■ ACCESS CUSTOMER BROWSE FROM CONTACT MANAGEMENT Highlight and press Enter on the 'Browse Customers' option to run the Customer Browse/Profiles routines from this point... ╔════════════════════════════════════════════════════════════════════════════╗ ║ Customer: 100 Name: GEORGE MOONILAL LastDate: 10/01/91║ ║ Bill To Ship To ║ ║ GEORGE MOONILAL ║ ║ 13 WEST COLONIAL ║ ║ ║ ║ ORLANDO, FL 32802 ║ ║ (407) 292-4708 (407) 291-3960 ║ ║ Rep: LT Terms: CASH Lmt: 999999.00 Type: REG║ ║ Date: 06/28/91 - Sold Rich some green sheets of Item: 393-91-REG-GR ║ ╟───────────────────────[ BROWSE THE CUSTOMER DATABASE ]─────────────────────╢ ║ CUSTOMER NAME ATTN ║ ║───────────╥────────────────────────────────╥───────────────────────────────║ ║ 100 ║ GEORGE MOONILAL ║ RICH LAROSSA ║ ║ 101 ║ JOE MORGAN ║ JOE ║ ║ 102 ║ ASSEMBLE CORPORATION ║ SALLY ║ ║ 117 ║ ENERGYVISION ║ GINO ║ ║ 164 ║ GENE SZARA ║ SAM ║ ║ 188 ║ DAVE NICKERSON ENT. ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) Enter (Select) F2 (Edit) F3 (Customer Notes) Ctrl N (Add) Alt F(FastFind) Alt I (Extended Info) Find: F5 (Customer) F6(Name) F7 (ShipName) F8 (Phone) F9 (Zip) DAYO SMS, TJS LAB Page: 93 ■ FORM LETTERS This routine was added to aid in the production of form letters to your contacts and/or customers. It is very simple in operation, yet very powerful, especially when used with your favorite word processor or publishing program. ╔════════════════════════════════════════════════════════════════════════════╗ ║ ██ █████ ██████ ██████ █████ ██▄███ █████ ║ ║ ██ ██ ██ ██ ██ ██ ██ ██ ║ ║ ██ ████ ██ ██ ████ ██████ █████ ║ ║ ██ ██ ██ ██ ██ ██ ██ ██ ║ ║ ██████ █████ ██ ██ █████ ██ ██ █████ ║ ║ This routine prints out 'Form' Letters for specific contacts or ║ ║ customers. ║ ║ ║ ║ Select Option ->Create Letter ║ ║ Edit Letter ║ ║ Print Letter ║ ║ List Letter Files ║ ║ Exit/Abort ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit/Abort) F1 (Help) Any field in the selected database can be used in the Form Letter as long as it is enclosed by the symbols: '<' and '>', ie: <COMPANY> The only other field/value is the current date code: <DATE()> All type of fields can be printed, but with the following rules: Character 'C' fields have the right most spaces trimmed off Numeric 'N' fields have the left most spaces trimmed off Date 'D' fields are printed in words, ie: Friday, 9 August 1991 Logical 'L' fields are printed as Yes/No Memo 'M' fields are printed as is; with any formatting or page breaks DAYO SMS, TJS LAB Page: 94 ■ CREATE NEW FORM LETTER To create a new form letter, select the 1st menu option, then type in a file name. Note, the name of the file/form letter must be unique! If the entry you enter is not accepted, then it probably already exists... ╔════════════════════════════════════════════════════════════════════════════╗ ║ ██ █████ ██████ ██████ █████ ██▄███ █████ ║ ║ ██ ██ ██ ██ ██ ██ ██ ██ ║ ║ ██ ████ ██ ██ ████ ██████ █████ ║ ║ ██ ██ ██ ██ ██ ██ ██ ██ ║ ║ ██████ █████ ██ ██ █████ ██ ██ █████ ║ ║ This routine prints out 'Form' Letters for specific contacts or ║ ║ customers. ║ ║ ║ ║ Select Option ->Create Letter ║ ║ ║ ║ Enter File Name For NEW Form Letter: NEW ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit/Abort) F1 (Help) ■ EDIT FORM LETTER Three options are available while in the editing a form letter: F2 to import a text file F3 to list/select fields F4 to select database DAYO SMS, TJS LAB Page: 95 ■ IMPORT TEXT FILE Press 'F2' to import a text file into the current Form Letter. ┌────────────────────────────────────────────────────────────────────────────┐ │ This routine will merge a text file with your current file/memo/mail. │ │ Enter FILE NAME: DEARCUST.TXT │ └────────────────────────────────────────────────────────────────────────────┘ ■ SELECT FIELD Press 'F3' to select a field code to be added/inserted into the current From Letter. ╔══════════[ EDIT FORM LETTER: TEMP.TJS DATABASE: CONTACTS.DBF ]═══════════╗ ║ ║ ║ ╔═══════════════════════════════════════════════════════════╗ ║ ║ ║ Field Name Type Len Dec ║ ║ ║ <DATE(║ Field List -> CUSTOMER │ N │ 6 │ 0 ║ ║ ║ ║ CONTACT │ N │ 6 │ 0 ║ ║ ║ ║ LNAME │ C │ 15 │ 0 ║ ║ ║ Dear <║ Press FNAME │ C │ 15 │ 0 ║ ║ ║ <║ Enter COMPANY │ C │ 30 │ 0 ║ ║ ║ ║ To SALESPER │ C │ 4 │ 0 ║ ║ ║ We are║ Select SALUTATION │ C │ 3 │ 0 ║f ║ ║ Comput║ Field TITLE │ C │ 30 │ 0 ║ ║ ║ ║ ADDRESS1 │ C │ 30 │ 0 ║ ║ ║ Specia║ ADDRESS2 │ C │ 30 │ 0 ║ ║ ║ Sale o║ CITY │ C │ 22 │ 0 ║ ║ ║ ║ STATE │ C │ 2 │ 0 ║ ║ ║ ║ ZIP │ C │ 10 │ 0 ║ ║ ║ ║ PHONE1 │ C │ 20 │ 0 ║ ║ ║ ║ PHONE2 │ C │ 20 │ 0 ║ ║ ║ ╚═══════════════════════════════════════════════════════════╝ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 96 ■ SELECT DATABASE Press F4 to select 1 of 2 databases: ╔═══════════════════════════════════════════════════════════╗ ║ Select Database -> CONTACTS.DBF Contacts ║ ║ CUSTOMER.DBF Customers ║ ║ ║ ╚═══════════════════════════════════════════════════════════╝ CONTACTS.DBF for contacts database CUSTOMER.DBF for customers database The following is an example of a form letter in its 'raw' form. ╔════════════[ EDIT FORM LETTER: NEW.TJS DATABASE: CONTACTS.DBF ]══════════╗ ║ ║ ║ ║ ║ <DATE()> ║ ║ ║ ║ ║ ║ Dear <FNAME> <LNAME>, ║ ║ ║ ║ ║ ║ This is an example of how you can use this routine to create 'form letters'║ ║ for your customers and/or contacts. ║ ║ ║ ║ We are conducting an audit of our address file. Please insure the following║ ║ address is correct, and if not, please return the corrections! ║ ║ ║ ║ <COMPANY> ║ ║ <ADDRESS1> ║ ║ <ADDRESS2> ║ ║ <CITY> <STATE> <ZIP> ║ ║ ║ ║ <PHONE1> <PHONE2> <PHONE3> <PHONE4> ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F2 (Import) F3 (List Fields) F4 (Select Database) DAYO SMS, TJS LAB Page: 97 ■ EXAMPLE OF FORM LETTER The following text is an example of the form letter example displayed on previous pages. Note that the date <DATE()>, first name <FNAME>, last name <LNAME>, company name <COMPANY> and others have been expanded... Sunday, 6 October 1991 Dear Tom Johnson, This is an example of how you can use this routine to create 'form letters' for your customers and/or contacts. We are conducting an audit of our address file. Please insure the following address is correct, and if not, please return the corrections! Medford Food Distribution Center Building 500 1500 East Loverly Lane Orlando, Florida 23901 DAYO SMS, TJS LAB Page: 98 ■ PRINT FORM LETTER This option prints the Form Letters created with the Create and/or Edit options. The options include: Print to Printer Ports 1 to 3 Print to File (ASCII Text) Pause Between Records/Letters (ie: for form fed paper/printers) Page Eject After Each Letter Select the Number of Copies Select a Filter or Condition, ie: POTENTIAL>0 ╔════════════════════════════════════════════════════════════════════════════╗ ║ ██ █████ ██████ ██████ █████ ██▄███ █████ ║ ║ ██ ██ ██ ██ ██ ██ ██ ██ ║ ║ ██ ████ ██ ██ ████ ██████ █████ ║ ║ ██ ██ ██ ██ ██ ██ ██ ██ ║ ║ ██████ █████ ██ ██ █████ ██ ██ █████ ║ ║ This routine prints out 'Form' Letters for specific contacts or ║ ║ customers. ║ ║ ║ ║ Select Option ->Print Letter ║ ║ ║ ║ Enter File Name To Print: NEW ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit/Abort) F1 (Help) DAYO SMS, TJS LAB Page: 99 Select the output option: ╔══════════[ PRINT FORM LETTER: NEW.TJS DATABASE: CONTACTS.DBF ]═══════════╗ ║ Select Print Option -> Default Printer ║ ║ File (ASCII Text) ║ ║ Lpt1: ║ ║ Lpt2: ║ ║ Lpt3: ║ ║ Exit ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) Select other options: ╔══════════[ PRINT FORM LETTER: TEMP.TJS DATABASE: CONTACTS.DBF ]══════════╗ ║ Select Print Option -> File (ASCII Text) ║ ║ ║ ║ Enter Export File Name: TEMP.TXT ║ ║ ║ ║ Pause Between Records? (Y/N) ║ ║ ║ ║ Page Eject? (Y/N) ║ ║ ║ ║ Enter Number of Copies: 1 ║ ║ ║ ║ Enter Filter: POTENTIAL>0 ║ ║ ║ ║ * Ready Printer, Then Press Any Key To Continue... ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) DAYO SMS, TJS LAB Page: 100 ■ SELECT FORM LETTER TO EDIT The last option on the Form Letters menu is the list selection window of all form letter files. Use this option to select one of them; making it the default for the other routines. ╔════════════════════════════════════════════╗ ║ File Size Date Time ║ ║TOM │ 121 │ 10/01/91 │ 00:02:48 ║ ║NEW │ 145 │ 10/01/91 │ 21:43:30 ║ ║NEW21 │ 524 │ 10/01/91 │ 17:24:34 ║ ║T3M02 │ 121 │ 10/02/91 │ 00:14:48 ║ ║N4W03 │ 145 │ 10/02/91 │ 21:24:30 ║ ║N3W04 │ 145 │ 10/02/91 │ 21:23:30 ║ ║N2W25 │ 524 │ 10/02/91 │ 17:34:34 ║ ║T2M06 │ 121 │ 10/03/91 │ 00:52:48 ║ ║N5W07 │ 145 │ 10/03/91 │ 21:43:30 ║ ║N5W28 │ 524 │ 10/06/91 │ 17:30:34 ║ ║T6M09 │ 121 │ 10/06/91 │ 00:22:48 ║ ║N7W00 │ 145 │ 10/07/91 │ 21:13:30 ║ ║N8W2F │ 524 │ 10/08/91 │ 17:10:34 ║ ╚════════════════════════════════════════════╝ Press Enter/Return To Select, Any Other Key To Continue... DAYO SMS, TJS LAB Page: 101 ■ PRODUCTS This routine lets you keep track of what products your contacts have. ╔════════════════════════════════════════════════════════════════════════════╗ ║ ██▄███ ██▄███ ▄████▄ ██▄███ ██ ██ █████ ██████ █████ ║ ║ ██ ██ ██ ██ ██ ██ ██ ██ ██ ██ ██ ██ ██ ║ ║ ██████ ██████ ██ ██ ██ ██ ██ ██ ██ ██ █████ ║ ║ ██ ██ ██ ██ ██ ██ ██ ██ ██ ██ ██ ██ ║ ║ ██ ██ ██ ▀████▀ ██▀███ ▀████▀ █████ ██ █████ ║ ║ Contact: 1233 Name: My Sou Younj Rep: 089 ║ ║ Customer: 122000 Company: Shanghai Fish Plates ║ ║ Item: FISHHEAD34 Desc: Fish Head, Tuna Plate Price: 195.00║ ║ Quantity: 23 Pacific Catch Cost: 99.00║ ║ Purchased: 07/16/91 Invoice: 31234 Quote: 90081 Customer PO: MICH A100 ║ ║ Serial Number: TUNAHEAD-10292 Dept: TUNA Asset Tag: ║ ║ ║ ║ CONTACT ITEM DESC ║ ║════════════════╤═════════════════╤═════════════════════════════════════════║ ║ 1233 │ FISHHEAD34 │ Fish Head, Tuna Plate ║ ║ 1233 │ BARRCUDADH │ Barracuda Dish, Candy ║ ║ 1233 │ SHARKBOWL56 │ Shark Bowl, Amber, Shell Tipped ║ ║ 1233 │ CHORSETRAY3 │ Sea Horse Ash Tray #3 ║ ║ 1233 │ STARFISHFORK │ Starfish Forks (set of 7) ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc(Exit) F1(Help) F2(Edit) F3(Import) Ctrl N(Add) Del(Del) Alt P(Prn) Find F5 (Contact) F6 (Item) F7 (Desc) F8 (Serial Number) 4/32 DAYO SMS, TJS LAB Page: 102 ■ FULL SCREEN EDIT - PRODUCT RECORD Press F2 to edit all the fields, ie: ╔═══════════════════════════[ FULL SCREEN EDIT ]═════════════════════════════╗ ║ CONTACT: 43 ║ ║ ITEM: 006012 ║ ║ DESC: S/W-MER CARBON COPY+ ║ ║ DESC2: COMMUNICATION SOFTWARE ║ ║ QTY: 1 ║ ║ PRICE: 195.00 ║ ║ COST: 99.00 ║ ║ SERIALNO: 1000020202020 ║ ║ INVOICE: 12334 ║ ║ QUOTE: 90081 ║ ║ CUST_PO: VERBAL- JOE M. ║ ║ DEPARTMENT: PURCHASING ║ ║ ASSET_TAG: ║ ║ PURCHASED: 07/16/91 ║ ║ DATE: 12/12/12 ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) PgUp/PgDn (Save & Exit) DAYO SMS, TJS LAB Page: 103 ■ PRODUCT FIELD DESCRIPTIONS CONTACT 6 digit contact number ITEM 15 digit item or product number DESC 32 digit 1st description field DESC2 32 digit 2nd description field QTY Quantity PRICE Product price COST Product cost SERIALNO 15 digit Serial Number. Note, you can only have 1 serial number per record... INVOICE 6 digit invoice number QUOTE 6 digit quote number CUST_PO Customer's purchase order number DEPARTMENT Department possesses the product ASSET_TAG Asset tag number PURCHASED Date purchased DATE Date record was created DAYO SMS, TJS LAB Page: 104 ■ IMPORT QUOTE ITEMS INTO PRODUCT FILE You can quickly add product records with this option. It adds all line items from the selected quote to the product file. ╔══════════════════[ IMPORT QUOTE ITEMS INTO PRODUCT FILE ]══════════════════╗ ║ ║ ║ Enter Valid Quote Number: 14 ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) PgUp/PgDn (Save & Exit) Note, the progress of the append is displayed onto the screen. ╔═══════════════════[ IMPORT QUOTE ITEMS INTO PRODUCT FILE ]═════════════════╗ ║ ║ ║ Enter Valid Quote Number: 10014 ║ ║ ║ ║ NUKEWEAP1 NUCLEAR WARHEAD 1MT 3 90000.00 ║ ║ NUKEWEAP2 NUCLEAR WARHEAD 2MT 1 110000.00 ║ ║ NUKEWEAP3 NUCLEAR WARHEAD 3MT 2 150000.00 ║ ║ NUKEWEAP3.5 NUCLEAR WARHEAD 3.5MT 10 170000.00 ║ ║ NUKEWEAP10 NUCLEAR WARHEAD 10MT 0 350000.00 ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) PgUp/PgDn (Save & Exit) DAYO SMS, TJS LAB Page: 105 ■ PRODUCT REPORTS There are 3 reports for the contact's products. Note, each one varies in width from 80 characters to 155 characters. ╔════════════════════════[ CONTACT PRODUCT REPORTS ]═════════════════════════╗ ║ Abbreviated Report (80 Characters) ║ ║ Select Product Report Option -> Expanded #1 (132 Characters) ║ ║ Expanded #2 (155 Characters) ║ ║ Exit ║ ╚════════════════════════════════════════════════════════════════════════════╝ ■ EXAMPLE OF ABBREVIATED PRODUCTS REPORT Product Listing For: GEORGE MORGAN Page 1 Contact Number: 12343 Company: GEORGE MORGAN, INC. Customer Number: 12000 Sales Person: 089 Item Description Qty Price Purchased ------------ ------------------------------ ------- ---------- --------- A00008 BLADE, 5 TOOTH, HAND STYLE 3 104.00 07/16/91 BUILT IN ITALIA, VENICE A06012 SAW-MER CARBON 14 0 1000.00 07/16/91 A06012 SAW-MER CARBON STEEL #4 1 195.00 07/16/91 4 HOLD, WITH ADAPTOR A06012 SAW-MER CARBON STEEL, BLUE 1 195.00 07/16/91 4 HOLD, WITH ADAPTOR A08006 SAW-DTC RAM SNAP LATCH 34 30.00 07/16/91 A08764 SIZZORS, 9" BLACK HANDLE 33 122.00 07/16/91 A08769 BOARD PINE 3X5X6 33 499.00 07/16/91 A08764 SAW SSTC 1" LOW PROFILE 1 122.00 07/16/91 A08764 SAW SDTC 1" LOW PROFILE 1 122.00 07/16/91 A08764 SAW SDTC 1" LOW PROFILE 1 122.00 07/16/91 A08764 SAW SDTC 1" LOW PROFILE 1 122.00 07/16/91 A06005 SAW-MER CARBON STEEL 1 195.00 08/04/91 A08757 BOARD-DVC CEDAR 10 299.00 08/04/91 A08756 BOARD-DVC CEDAR 1 495.00 08/09/91 A08766 BOARD-DVC CEDAR 1 484.00 08/09/91 A10033 SAW-DPH 1 25.00 08/09/91 A60048 SAW-APP MAD 1 947.00 08/09/91 DAYO SMS, TJS LAB Page: 106 ■ FIND PRODUCT Press F5 to find a product by the Contact Number: ┌─────────────────────────────────────────────────────────────┐ │ Enter CONTACT: 234560 │ └───────────────────────────────────────────────────TJS LAB───┘ Press F6 to find a product by the Item or Product Number: ┌─────────────────────────────────────────────────────────────┐ │ Enter ITEM: FISHHEAD │ └───────────────────────────────────────────────────TJS LAB───┘ Press F7 to find a product by the Description: ┌─────────────────────────────────────────────────────────────┐ │ Enter DESC: Fish │ └───────────────────────────────────────────────────TJS LAB───┘ Press F8 to find a product by the Serial Number: ┌─────────────────────────────────────────────────────────────┐ │ Enter SERIALNO: XXX │ └───────────────────────────────────────────────────TJS LAB───┘ DAYO SMS, TJS LAB Page: 107 ■ SCRIPTS Script files are used to aid the sales person when making telephone calls to prospective customers and/or contacts. This routine lets you type these scripts in as text files, and view/edit them later. ╔════════════════════════════════════════╦═══════════════════════════════════╗ ║ Use this routine to create and/or ║ ████ ███ ████ ███ ████ █████ ████ ║ ║ view scripts. ║ █ █ █ █ █ █ █ █ █ ║ ║ Use a script when speaking to ║ ████ █ ████ █ ████ █ ████ ║ ║ prospective customers, ║ █ █ █ █ █ █ █ █ ║ ║ ie: telemarketing... ║ ████ ███ █ ██ ███ █ █ ████ ║ ╠════════════════════════════════════════╩═══════════════════════════════════╣ ║ ║ ║ Select Option ->Create Script ║ ║ Edit/View Script ║ ║ Print Script ║ ║ List Script Files ║ ║ Exit/Abort ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit/Abort) F1 (Help) This is just a simple input and viewing routine of text files containing script files for sales calls. ╔════════════════════════════════════════╦═══════════════════════════════════╗ ║ Use this routine to create and/or ║ ████ ███ ████ ███ ████ █████ ████ ║ ║ view scripts. ║ █ █ █ █ █ █ █ █ █ ║ ║ Use a script when speaking to ║ ████ █ ████ █ ████ █ ████ ║ ║ prospective customers, ║ █ █ █ █ █ █ █ █ ║ ║ ie: telemarketing... ║ ████ ███ █ ██ ███ █ █ ████ ║ ╠════════════════════════════════════════╩═══════════════════════════════════╣ ║ ║ ║ Select Option -> Create Script ║ ║ ║ ║ Enter File Name For NEW Script File: NEW ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit/Abort) F1 (Help) DAYO SMS, TJS LAB Page: 108 Select the Create or Edit Script File option to bring up an edit screen of the script file. Just key in the changes, or view while on the phone with a new prospect, contact and/or customer, ie: Edit or view the script. Press F1 for more information on the special keys for editing. The print out of the script file is unformatted, but a page eject is performed at it's end. ╔═════════════════════[ VIEW/EDIT SCRIPT FILE: NEW.SCP ]═════════════════════╗ ║ ║ ║ ║ ║ Type in anything (like a letter) you want to be used as a script for use ║ ║ while on a telephone, ie: ║ ║ ║ ║ ║ ║ Hello, my name is <your name> ║ ║ ║ ║ ║ ║ Would you be interested in buying a $100,000 piece of art from us, here ║ ║ at ACME Exotic Art Company? ║ ║ ║ ║ - If No, then: ║ ║ ║ ║ Thank you for your time, bye! ║ ║ ║ ║ - if Yes, then: ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F2 (Import) 19/0 DAYO SMS, TJS LAB Page: 109 ■ LIST SCRIPT FILES This options displays all script files found in the current directory. Script file have the extension of '.SCP'. Use this option to select the default script file name. ╔════════════════════════════════════════════╗ ║ File Size Date Time ║ ║FORM1 │ 56 │ 10/01/91 │ 11:20:32 ║ ║NEW │ 349 │ 10/01/91 │ 12:29:32 ║ ║FORM2 │ 378 │ 10/01/91 │ 13:03:32 ║ ║FORM3 │ 463 │ 10/01/91 │ 13:00:32 ║ ║FORM4 │ 550 │ 10/02/91 │ 13:04:32 ║ ║FORM5 │ 533 │ 10/02/91 │ 13:07:32 ║ ║FORM6 │ 391 │ 10/02/91 │ 13:08:32 ║ ║FORM7 │ 382 │ 10/03/91 │ 14:00:32 ║ ║FORM8 │ 258 │ 10/04/91 │ 14:03:32 ║ ║FORM9 │ 246 │ 10/05/91 │ 14:05:32 ║ ║FORM10 │ 157 │ 10/06/91 │ 15:06:32 ║ ║FORM11 │ 247 │ 10/07/91 │ 21:08:32 ║ ╚════════════════════════════════════════════╝ Press Enter/Return To Select, Any Other Key To Continue... DAYO SMS, TJS LAB Page: 110 ■ EVENTS This routine records special events and the people or 'effects' they had on sales. ╔═════════════════════════════════════════════╦══════════════════════════════╗ ║ This routine records special events and ║ ███ █ █ ███ █ █ █████ ███ ║ ║ the 'effect' they had on your customers. ║ █ █ █ █ ██ █ █ █ ║ ║ ║ ██ ██ ██ ██ ████ █ ███ ║ ║ Event: 8 Date: 11/15/91 Time: 12:00:00 ║ █ █▄█ █ █ ██ █ █ ║ ║ Name: WINTER Sale ║ ███ █ ███ █ █ █ ███ ║ ╠═════════════════════════════════════════════╩══════════════════════════════╣ ║ EVENT NAME DATE TIME ║ ║══════════════╤═══════════════════════════════╤══════════╤══════════════════║ ║ 1 │ Annual Board Meeting │ 03/02/92 │ 09:00:00 ║ ║ 2 │ 1st Quarter Staff Meeting │ 01/04/92 │ 08:30:00 ║ ║ 3 │ 2nd Quarter Staff Meeting │ 04/02/92 │ 08:30:00 ║ ║ 4 │ 3rd Quarter Staff Meeting │ 07/03/92 │ 08:30:00 ║ ║ 5 │ 4th Quarter Staff Meeting │ 12/01/91 │ 08:30:00 ║ ║ 6 │ Summer Picnic │ 08/02/92 │ 08:00:00 ║ ║ 7 │ Summer Seminar on Our Products│ 07/01/92 │ 08:00:00 ║ ║ 8 │ WINTER Sale │ 11/15/91 │ 12:00:00 ║ ║ 9 │ Turkey Giveaway │ 11/22/91 │ 08:00:00 ║ ║ 10 │ Xmas Customer/Client Party │ 12/21/91 │ 19:00:00 ║ ║ 11 │ Xmas Vendor Party/Meeting │ 12/23/91 │ 20:00:00 ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Edit) F3 (Detail) Ctrl N (Add) Del (Delete) Find F5 (Event) ■ EDIT EVENT RECORD Press F2 to edit the event header record. DAYO SMS, TJS LAB Page: 111 ■ EVENTS DETAIL BROWSE Press F3 to browse the events detail database. Use the Event detail database to record event information for specific customers and/or customers. ╔═══════════════════════[ EVENTS DETAIL BROWSE/EDIT ]════════════════════════╗ ║ EVENT CUSTOMER TOTAL ║ ║══════════════════════════════╤══════════╤══════════════════════════════════║ ║ 8 │ 0 │ 113345.34 ║ ║ 25 │ 32413 │ 2000.00 ║ ║ 26 │ QWE13 │ 3000.00 ║ ║ 27 │ EWR13 │ 4000.00 ║ ║ 28 │ 3ERW3 │ 32000.00 ║ ║ 29 │ QWE00 │ 3500.00 ║ ║ 30 │ QWE90 │ 1500.00 ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Edit) Ctrl N (Add) Del (Delete) Find F5 (Event) F6 (Customer) ■ EDIT EVENTS DETAIL Press F2 to edit the events record, ie: ╔════════════════════════════════════════════════════════════════════════════╗ ║ Event: 2 Customer: 0 Total: 0.00 ║ ╚════════════════════════════════════════════════════════════════════════════╝ ■ FIND EVENT DETAIL Press F5 to find an detail event record based on the event number, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter EVENT: 0 │ └───────────────────────────────────────────────────TJS LAB───┘ Press F6 to find an detail event record based on the customer number, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter CUSTOMER: 0 │ └───────────────────────────────────────────────────TJS LAB───┘ DAYO SMS, TJS LAB Page: 112 ■ ADD/DELETE EVENT RECORD Press Ctrl N to add, Ctrl U to delete an event record. Use the Pack routine in the Misc Routines to physically remove the deleted products from the databases. ■ FIND EVENT HEADER Press F5 to find an detail event record based on the event number, ie: ┌─────────────────────────────────────────────────────────────┐ │ Enter EVENT: 0 │ └───────────────────────────────────────────────────TJS LAB───┘ DAYO SMS, TJS LAB Page: 113 ■ SPECIAL DATES This is the routine you can use to input special dates/events that are displayed onto the calendars. ╔════════════════════════════════════════════════════════════════════════════╗ ║ ████ █▄██ ████ ████ ███ ███ █ █▄██ ███ █████ ████ ████ ║ ║ █ █ █ █ █ █ █ █ █ █ █ █ █ █ █ █ ║ ║ ████ ████ ███ █ █ ██▄██ █ █ █ ██▄██ █ ███ ████ ║ ║ █ █ █ █ █ █ █ █ █ █ █ █ █ █ █ ║ ║ ████ █ ████ ████ ███ █ █ ████ █▀██ █ █ █ ████ ████ ║ ║ ║ ║ This is a browse/maintenance of all special dates, ie: holidays. ║ ║ ║ ║ NAME DATE TIME CONTACT SALESPER ║ ║════════════════════════════════╤══════════╤══════════╤═════════╤═══════════║ ║ New Years │ 01/01/92 │ │ 0 │ ║ ║ Mom's Birthday │ 06/14/92 │ 12:00:00 │ 0 │ TLJ ║ ║ Mom's Birthday │ 04/27/92 │ │ 0 │ JAK ║ ║ COLUMBUS DAY │ 05/12/92 │ 22:22:22 │ 0 │ TJK ║ ║ THANKSGIVING │ 06/26/92 │ 10:00:00 │ 0 │ JAD ║ ║ JOE'S BIRTHDAY │ 07/07/92 │ 12:00:00 │ 34934 │ GIN ║ ║ SALLY'S BIRTHDAY │ 08/11/92 │ │ 24530 │ YJ ║ ║ BIG SALE AT CILICANO'S │ 09/04/92 │ │ 45345 │ JER ║ ║ Annual Hunt │ 10/30/92 │ │ 43551 │ Y00 ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Edit) Ctrl N (Add) Del (Delete) ■ EDIT SPECIAL DATE Press F2 to edit the Special Date record, ie: ╔═══════════════[ EDIT SPECIAL DATE RECORD ]════════════════╗ ║ Name: New Years ║ ║ Date: 01/01/92 ║ ║ Time: 14:00:00 ║ ║ Contact: 2340 ║ ║ Sales Person: TJK ║ ║ Length/Duration: 0 ║ ╚═══════════════════════════════════════════════════════════╝ Press Esc to Abort, PgUp/PgDn to Save and Exit DAYO SMS, TJS LAB Page: 114 ■ ADD SPECIAL DATE RECORD Press Ctrl N to add a new Special Date record, ie: ╔═══════════════[ ADD SPECIAL DATE RECORD ]═════════════════╗ ║ Name: 10 Year Anniversary ║ ║ Date: 01/01/92 ║ ║ Time: 08:00:00 ║ ║ Contact: 123442 ║ ║ Sales Person: TJ ║ ║ Length/Duration: 120 ║ ╚═══════════════════════════════════════════════════════════╝ Press Esc to Abort, PgUp/PgDn to Save and Exit DAYO SMS, TJS LAB Page: 115 ■ CONFIGURATION Before any quote, price book or sales contact is made, the default settings in the Configuration menu must be check/set. Note, this should always be performed by the system manager!. ╔════════════════════════╗ ┌───[October 1991]───┐ ║ CONFIGURATION ║░█▄███░ ▄███▄ ██░ ██░ ▄███▄ │S M T W T F S │ ╟────────────────────────╢░█░ ██░ ██░██░ ██░ ██░ ██░██░├────────────────────┤ ║ Company Name ║░█░ ██░ ██░██░ ▀████▀ ██░██░│ 1 2 3 4 5│ ║ Company Address ║░█░ ██░ ██▀▀▀██░ ██ ██░██░│ 6 7 8 9 10 11 12│ ║ Company Telephone ║░█░ ██░ ██░ ██░ ██░ ██░██░│13 14 15 16 17 18 19│ ║ Inventory Location ║░█▀███░ ██░ ██░ ██░ ▀███▀ │20 21 22 23 24 25 26│ ║ Customer Location ║░ │27 28 29 30 31 │ ║ Leasing Titles ║░ │ │ ║ Service Contracts ║░ └[ Alt F1 Calendar ]┘ ║ Initial Calendar ║░ ▄██████▄ ██░ ██░ ▄██████▄ ║ Excluded Categories ║░ ██░ ████░ ████░ ██░ ║ Excluded Types ║░ ██░ ██████░ ██████░ ██░ ║ Tax Adjustments ║░ ▀██████▄ ██░ ██████░ ██░ ▀██████▄ ║ Tax Freight ║░ ██░ ██░ ██░ ██░ ██░ ║ 2nd Tax ║░ ██░ ██░ ██░ ██░ ██░ ║ Auto Print Quote ║░ ▀██████▀ ██░ ▀▀ ██░ ▀██████▀ ║ Quote Printer Port ║░ ║ Last Quote Number ║░ Sales Management System ╟────────────────────────╢░ Price Book, Sales Order Entry, ║ Select Option ║░ Contacts & Calendar System ╚════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░ Alt F9 Reindex All DAYO SMS, TJS LAB Page: 116 ■ CONFIGURATION LISTING Configuration settings are kept in files with the extension of '.CFG'. The main configuration file is named 'DAYOSMS.CFG' and contains most of the following configuration options. Note, the asterisk '*' denotes critical settings... * Company Name * Default Tax Rate * Company Address * Default Terms * Company Telephone * Default Shipper * Inventory Location Default City * Customer Location Default State Leasing Titles Default Zipcode Service Contracts * Default Salesper Initial Calendar Default Division Excluded Categories Default Department Excluded Types Default Area Code * Tax Adjustments Default Group * Tax Freight Default Carrier * 2nd Tax Default Cal. Type Auto Print Quote Default Length * Quote Printer Port Default Contact Note Last Quote Number * Default COST Field Quote Copies * Allow Customer Add Quote Comment * Allow Customer Edit Special Comment * Allow Inventory Add * Report Printer Port * Allow Inventory Edit Default Quote Phrase Category Titles Default Quote Type Color High Intensity ■ COMPANY NAME You have 30 spaces to enter your company or organization name. ╔══════════════════════════════[ COMPANY NAME ]════════════════════════════╗ ║ Enter Your Company Name: INACOMP COMPUTER CENTERS ║░ ╚══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ DAYO SMS, TJS LAB Page: 117 ■ COMPANY ADDRESS Enter your address on these 3 lines. Leave the second address blank if you only have a 1 line address. The blank line will not print on quotes, price books, or reports. Each line is limited to 30 characters. ╔═══════════════════════════[ COMPANY ADDRESS ]════════════════════════════╗ ║ Address Line 1: Sales Department ║░ ║ Address Line 2: PO Box 5555 ║░ ║ City, State ZIP: ANYCITY, STATE 55555-5555 ║░ ╚══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ COMPANY TELEPHONE Enter the telephone number for your company. ╔══════════════════════════[ COMPANY TELEPHONE ]═══════════════════════════╗ ║ Enter Your Company Telephone: 800-555-5555 ║░ ╚══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ INVENTORY DATABASE LOCATION This option requests the location (drive and/or directory) of the main inventory database (INV.DBF). The default location of the inventory database is \DAYOINV, but is often found in the current directory if DAYO SMS is being used as a standalone (without other DAYO modules). Leave the location blank if no other DAYO module is being used... ╔══════════════════════[ INVENTORY LOCATION/DIRECTORY ]═════════════════════╗ ║ The location of the DAYO Inventory (INV.DBF) does not have to be in ║░ ║ the same drive/directory as DAYO SMS. If you have installed DAYO Inventory║░ ║ into a different directory, you need to tell DAYO SMS where to find the ║░ ║ inventory database (INV.DBF). Default is nil (current directory). ║░ ║ Be sure to include the rightmost slash, ie: \DAYOINV\ ║░ ║ The drive designation is optional (if same as DAYO SMS). ║░ ║ ║░ ║ Enter Location: \DAYOINV\ ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ DAYO SMS, TJS LAB Page: 118 ■ CUSTOMER DATABASE LOCATION This option requests the location (drive and/or directory) of the customer database (CUSTOMER.DBF). The default location of the customer database is \DAYOAR, but is often found in the current directory if DAYO SMS is being used as a standalone (without other DAYO modules). Leave the location blank if no other DAYO module is being used... ╔══════════════════[ CUSTOMER DATABASE LOCATION/DIRECTORY ]═════════════════╗ ║ The location of the DAYO Customer file (CUSTOMER.DBF) does not have to be ║░ ║ in the same drive/directory as DAYO SMS. If you have installed the DAYO ║░ ║ Customer Database (CUSTOMER.DBF), into a different directory, you need ║░ ║ to tell DAYO SMS where to find it. Default is nil (current directory). ║░ ║ Be sure to include the rightmost slash, ie: \DAYOAR\ ║░ ║ The drive designation is optional (if same as DAYO SMS). ║░ ║ ║░ ║ Enter Location: \DAYOAR\ ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ LEASING TITLES This is the place you enter the names/titles of your leasing plans (up to 4 of them). Leave blank if not used! ╔═══════════════════════════════════════════════════════════════════════════╗ ║ This routine lets you alter/change the titles or headings for your ║░ ║ leasing rates (1-4). ║░ ║ ║░ ║ Note! Leave the title blank if not being used. ║░ ║ Remember that you can edit the leasing rates/tables by ║░ ║ browsing the leasing databases (ie: 'LEASINGx.DBF'), in the ║░ ║ 'BROWSE ANY DATABASE' option in the Reports & Routines Menu. ║░ ║ ║░ ║ 1st Leasing Title: 1ST LEASING ║░ ║ 2nd Leasing Title: 2ND LEASING ║░ ║ 3rd Leasing Title: 3RD LEASING ║░ ║ 4th Leasing Title: 4TH LEASING ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ DAYO SMS, TJS LAB Page: 119 ■ SERVICE/MAINTENANCE CONTRACT TITLES Use this option to enter the names/titles, item numbers, and rates for up to 3 service/maintenance plans. Note, each service must have a corresponding and valid item number (a record in the inventory, usually with zero cost...). Leave the options blank with a zero rate if not used! ╔══════[ SERVICE/MAINTENANCE CONTRACT TITLES, ITEMS NUMBERS & RATES ]═══════╗ ║ First Service : SRVC-PLAN1 Rate: 0.10000 ║░ ║ Second Service : SRVC-PLAN2 Rate: 0.25600 ║░ ║ Third Service : SRVC-PLAN2 Rate: 0.51000 ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ DISPLAY CALENDAR UPON INITIAL ENTRY INTO PROGRAM If you want the calendar to display today's schedule events/records onto the screen each time you enter DAYO SMS, then select Yes to this option. Note, you can access this menu by pressing Alt Z from most places in the program. ╔═══════════[ DISPLAY CALENDAR UPON INITIAL ENTRY INTO PROGRAM ]════════════╗ ║ If you want the calendar to automatically display onto the screen ║░ ║ upon initial entry into the program, then select 'Y' (Yes) to this ║░ ║ option. Press 'Shift F1' to display the calendar elsewhere... ║░ ║ ║░ ║ Display Calendar Upon Initial Entry Into Program? (Y/N) ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ DAYO SMS, TJS LAB Page: 120 ■ GLOBAL EXCLUDED CATEGORIES CATEGORY codes are single digit, numeric fields with a value of 0 to 9. The meaning of these codes are user defined. This means you can decide what a CATEGORY 0 item is. The use of CATEGORY codes is optional. Leave this field blank if not using categories. Select (if using CATEGORY codes), all categories that are not to be printed onto price books. You are not required to separate with commas. ╔══════════════════════[ GLOBAL EXCLUDED CATEGORIES ]═══════════════════════╗ ║ These are all the categories that you do not want printed on on ANY ║░ ║ Price Books... Valid Categories: '1,2,3,4,5,6,7,8,9,0' ║░ ║ ║░ ║ Enter Excluded Categories: (ie: '678') ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ GLOBAL EXCLUDED TYPES TYPE codes are 3 digits alphanumeric fields. The meaning of the TYPE codes is user defined. This means you can decide what the TYPE codes be and what they represent, ie: Type Meaning --------- --------------------------- INV Standard inventory item MSC Miscellaneous inventory item MFG Manufactured item The use of TYPE codes is optional. Leave the fields blank if not using TYPE codes. Select the TYPE codes you do not want printed onto price books. You must separate the type codes with commas as shown in the example below. ╔════════════════════════[ GLOBAL EXCLUDED TYPES ]══════════════════════════╗ ║ These TYPE codes that you do not want printed on on ANY Price Books. ║░ ║ TYPE codes are user defined. Separate with commas, ie: 'XXX,003,ABC' ║░ ║ ║░ ║ Enter Excluded TYPEs: MSC,XXX,NCX ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ DAYO SMS, TJS LAB Page: 121 ■ TAX THE ADJUSTMENT FIELD This is a critical setting if you plan on applying sales tax to the adjustment value. ╔═══════════════════════[ TAX THE ADJUSTMENT FIELD ]════════════════════════╗ ║ This option determines if the field ADJUST (Adjustments) will be used in ║░ ║ the computation of taxes on quotes. ║░ ║ Default is N (No) -> do not tax ADJUSTMENTS... ║░ ║ ║░ ║ Do you wish to tax ADJUSTMENTS? (Y/N) ║░ ║ ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ TAX THE FREIGHT FIELD If you plan to tax freight, then set this option appropriately. ╔═════════════════════[ TAX THE FREIGHT FIELD ]═════════════════════════════╗ ║ This option determines if the field FREIGHT will be used in ║░ ║ the computation of taxes on quotes. ║░ ║ Default is N (No) -> do not tax FREIGHT... ║░ ║ ║░ ║ Do you wish to tax FREIGHT? (Y/N) ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ DAYO SMS, TJS LAB Page: 122 If you do tax the freight, you can optionally tell the system which states are to be taxed. ╔═════════════════════[ TAX THE FREIGHT FIELD ]═════════════════════════════╗ ║ This option determines if the field FREIGHT will be used in ║░ ║ the computation of taxes on quotes. ║░ ║ Default is N (No) -> do not tax FREIGHT... ║░ ║ ║░ ║ Do you wish to tax FREIGHT? (Y/N) ║░ ║ ║░ ║ You can specify specific states (based on SHIPSTATE), or just leave ║░ ║ blank to tax freight for all customers in all states... ║░ ║ Separate valid state codes with a comma, ie: 'SC,NC,GA,CA' ║░ ║ Default is to tax freight for all SHIP TO STATES. ║░ ║ ║░ ║ Enter Specific SHIPSTATEs: ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ USE 2ND TAX This option allows for a second tax. ╔═════════════════════════════[ USE 2ND TAX ]═══════════════════════════════╗ ║ If you have 2 taxes to be recorded at time of quote, then select ║░ ║ Y (YES), else select N (NO) for single or no taxes. ║░ ║ The default is NOT to prompt/use a second tax. ║░ ║ 2nd Tax Current Setting: Tax Subtotal Up To $5000.00 ║░ ║ ║░ ║ Do you wish to maintain a second tax? (Y/N) ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ DAYO SMS, TJS LAB Page: 123 If you have the need for a second sales tax, then you need to define how it is to be computed... ╔═════════════════════════════[ USE 2ND TAX ]═══════════════════════════════╗ ║ If you have 2 taxes to be recorded at time of quote, then select ║░ ║ Y (YES), else select N (NO) for single or no taxes. ║░ ║ The default is NOT to prompt/use a second tax. ║░ ║ 2nd Tax Current Setting: Tax Subtotal Up To $5000.00 ║░ ║ ║░ ║ Do you wish to maintain a second tax? (Y/N) ║░ ║ ║░ ║ Select Option -> Tax Subtotal Only ║░ ║ Tax Freight Only ║░ ║ Tax Adjustments Only ║░ ║ Tax Subtotal + 1st Tax ║░ ║ Tax Subtotal + Adjustments ║░ ║ Tax Subtotal + Adjustments + 1st Tax ║░ ║ Tax Subtotal + Freight ║░ ║ Tax Subtotal + Freight + 1st Tax ║░ ║ Tax Subtotal + Adjustments + Freight ║░ ║ Tax Subtotal + Adjustments + Freight + 1st Tax ║░ ║ Tax Subtotal Up To $xxxx.xx ║░ ║ Tax Subtotal After $xxxx.xx ║░ ║ ║░ ║ ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ Note, the limits/values in the last 2 options are set by you. DAYO SMS, TJS LAB Page: 124 The names of the first and second taxes can be changed IF you are using the second tax option. These names will print onto the invoices. ╔═════════════════════════════[ USE 2ND TAX ]═══════════════════════════════╗ ║ If you have 2 taxes to be recorded at time of quote, then select ║░ ║ Y (YES), else select N (NO) for single or no taxes. ║░ ║ The default is NOT to prompt/use a second tax. ║░ ║ 2nd Tax Current Setting: Tax Subtotal Up To $5000.00 ║░ ║ ║░ ║ Do you wish to maintain a second tax? (Y/N) ║░ ║ ║░ ║ Select Option -> Tax Subtotal Up To $5000.00 ║░ ║ ║░ ║ Enter Min/Max Amount: 5000.00 ║░ ║ ║░ ║ Enter 1st Tax Title/Heading: 1st Tax ║░ ║ Enter 2nd Tax Title/Heading: 2nd Tax ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ AUTOMATICALLY PRINT QUOTES After creating or modifying a quote, it can print automatically if you set this option to Yes. ╔══════════════════════[ AUTOMATICALLY PRINT QUOTES ]═══════════════════════╗ ║ If you want your quotes to automatically print their creation, then ║░ ║ change this option to Y (YES). ║░ ║ Default is to automatically print the quotes. ║░ ║ ║░ ║ Automatically Print Quotes? (Y/N) ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ DAYO SMS, TJS LAB Page: 125 ■ QUOTE PRINTER PORT Enter the printer port that the quotes are to be printed to. Note, this port is usually LPT1. ╔══════════════════════════[ QUOTE PRINTER PORT ]═══════════════════════════╗ ║ Enter Your Quote Printer Port (1,2,3): 1 ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ LAST QUOTE NUMBER This option determines what your quote numbers will start at. Particular attention needs to paid this option if you change it. You do not want to have 'overlapping' quote number! ╔══════════════════════════[ LAST QUOTE NUMBER ]════════════════════════════╗ ║ Enter Last Quote Number: 1022 ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ QUOTE COPIES This option determines the default quote copies to be printed after being created, or at time of reprint. The number of copies can be overridden when the quote is initially created... ╔═════════════════════════════[ QUOTE COPIES ]══════════════════════════════╗ ║ This option determines the number of quote copies to print at the ║░ ║ time of printing. Default is to print one copy of the quote. ║░ ║ ║░ ║ Enter Number of Quote Copies: 1 ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ DAYO SMS, TJS LAB Page: 126 ■ DEFAULT COMMENT This comment is printed on every quote in the top center of the quote. ╔═══════════════════════════[ DEFAULT COMMENT ]═════════════════════════════╗ ║ This comment is printed onto every Quote (45 chars). ║░ ║ ║░ ║ Enter Default Comment: Thank You! ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ SPECIAL QUOTE COMMENT This special comment is printed on every quote on the lower right of the quote. ╔════════════════════════[ SPECIAL QUOTE COMMENT ]══════════════════════════╗ ║ This comment (40 characters) will print onto the bottom right of the ║░ ║ quotes. ║░ ║ ║░ ║ Enter Special Comment: Example of a Special Comment.... ║░ ║ ║░ ║ ║░ ║ ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ REPORT PRINTER PORT This is the port that all your reports and price books will print to. ╔═════════════════════════[ REPORT PRINTER PORT ]═══════════════════════════╗ ║ Enter Your Report (Default) Printer Port (1,2,3): 1 ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ DAYO SMS, TJS LAB Page: 127 ■ DEFAULT QUOTE NOTES PHRASE Select the phrase that you want to be inserted with each new quote note. This comment will be the default when any note is created while creating a quote, and will print atop the part numbers (on the quote). ╔═══════════════════════[ DEFAULT QUOTE NOTES PHRASE ]═══════════════════════╗ ║ This 'Phrase' or 'Leading Comment' is printed at the beginning of ║ ║ all Quote Notes. Examples are 'Shipping Instructions:', ║ ║ 'Notes:' or 'Special Instructions:' ║ ║ Default is not to print anything! ║ ║ ║ ║ Enter Quote Notes Phrase: ║ ╚════════════════════════════════════════════════════════════════════════════╝ ■ DEFAULT QUOTE TYPE Though not critical with quotes, this quote TYPE can become the quote TYPE if uploaded as an order. Use the Browse routine in the Reports & Routines menu to edit or add records to this database/table. ╔══════════════════════════[ DEFAULT QUOTE TYPE ]═══════════════════════════╗ ║ The Quote Type is used to differentiate between types of Quotes/Invoices.║░ ║ For example, type REG would be for regular sales, Ret for returns, ║░ ║ and type VOD for voided invoices. The Quote Types are maintained in ║░ ║ the Types database (TYPE.DBF). Use the BROWSE DATABASE option in ║░ ║ the Reports & Routines to add/change/delete the records in this database.║░ ║ ║░ ║ Select The Default Quote Type -> REG REGULAR SALE ║░ ║ Ret REFUND ║░ ║ VOD VOIDED ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ DAYO SMS, TJS LAB Page: 128 ■ DEFAULT TAX RATE Select the TAX RATE most frequently used with quotes. Use the Browse routine in the Reports & Routines menu to edit or add records to this database/table. ╔═══════════════════════════[ DEFAULT TAX RATE ]════════════════════════════╗ ║ This Tax Code/Rate will be the percentage of tax withheld on all ║░ ║ taxable customer quotes. These Tax Codes/Rates are maintained in ║░ ║ the tax code database (TAXCODE.DBF). Use the BROWSE DATABASE option in ║░ ║ the Reports & Routines to add/change/delete the records in this database.║░ ║ ║░ ║ Select The Default Tax Code/Rate -> 0 0.0000 ║░ ║ 1 0.0600 ║░ ║ 2 0.0625 ║░ ╚══════════════════════════[ Currently: 0.0000 ]════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ DEFAULT TERMS Select the payment TERMS most frequently used with quotes. Use the Browse routine in the Reports & Routines menu to edit or add records to this database/table. ╔════════════════════════════[ DEFAULT TERMS ]══════════════════════════════╗ ║ This selection is used on new Quotes if the Customers TERMS ║░ ║ can not be determined. TERMS are maintained in the terms database ║░ ║ (TERMS.DBF). Use the BROWSE DATABASE option in the Reports & Routines ║░ ║ to add/change/delete the records in this database. ║░ ║ ║░ ║ Select The Default Terms -> CASH ║░ ║ CHECK ║░ ║ COD ║░ ║ NET ║░ ║ MULTIPLE TERMS ******** ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ DAYO SMS, TJS LAB Page: 129 ■ DEFAULT SHIPPER/METHOD OF SHIPMENT Select the SHIPPER or METHOD OF SHIPMENT most frequently used with quotes. Use the Browse routine in the Reports & Routines menu to edit or add records to this database/table. ╔══════════════════[ DEFAULT SHIPPER/METHOD OF SHIPMENT ]═══════════════════╗ ║ This selection is used on new Quotes if the Customers SHIPPER/ ║░ ║ METHOD OF SHIPMENT can not be determined. SHIPPERS/METHOD OF SHIPMENT ║░ ║ selections are maintained in the shipper database (SHIPPER.DBF). ║░ ║ Use the BROWSE DATABASE option in the Reports & Routines to ║░ ║ add/change/delete the records in this database. ║░ ║ ║░ ║ Select The Default Shipper -> PICKUP ║░ ║ DELIVER ║░ ║ UPS ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ DEFAULT CITY Used with new contact records. ╔═════════════════════════════[ DEFAULT CITY ]══════════════════════════════╗ ║ Enter The Default City: ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ DEFAULT STATE Used with new contact records. ╔════════════════════════════[ DEFAULT STATE ]══════════════════════════════╗ ║ Enter The Default State: ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ DAYO SMS, TJS LAB Page: 130 ■ DEFAULT ZIPCODE Used with new contact records. ╔═══════════════════════════[ DEFAULT ZIPCODE ]═════════════════════════════╗ ║ Enter The Default Zipcode: ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ DEFAULT SALES PERSON Used with new contact records. ╔═════════════════════════[ DEFAULT SALES PERSON]═══════════════════════════╗ ║ Use this option only when using this program on a 'standalone' ║░ ║ computer. Do not set this option if on a network.... ║░ ║ ║░ ║ Enter The Default Sales Person Code: ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ DEFAULT DIVISION Used with new contact records. ╔═══════════════════════════[ DEFAULT DIVISION ]════════════════════════════╗ ║ Enter The Default Division: ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ DEFAULT DEPARTMENT Used with new contact records. ╔══════════════════════════[ DEFAULT DEPARTMENT ]═══════════════════════════╗ ║ Enter The Default Department: ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ DAYO SMS, TJS LAB Page: 131 ■ DEFAULT AREA CODE Used with new contact records. ╔══════════════════════════[ DEFAULT AREA CODE ]════════════════════════════╗ ║ Enter The Default Area Code: ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ DEFAULT GROUP Used with new contact records. ╔════════════════════════════[ DEFAULT GROUP ]══════════════════════════════╗ ║ Enter The Default Group: ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ DEFAULT CARRIER This is the default carrier used with new contact records, ie: UPS. ╔═══════════════════════════[ DEFAULT CARRIER ]═════════════════════════════╗ ║ Enter The Default Carrier: ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ DEFAULT CALENDAR TYPE Used with every non-phone and non-quote calendar event/entry. ╔════════════════════════[ DEFAULT CALENDAR TYPE ]══════════════════════════╗ ║ Enter The Default Calendar Type: CAL ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ DAYO SMS, TJS LAB Page: 132 ■ DEFAULT LENGTH/DURATION OF MEETING/EVENT/ACTION All new calendar events/records will default to this time (in minutes). ╔═══════════[ DEFAULT LENGTH/DURATION OF MEETING/EVENT/ACTION ]═════════════╗ ║ Enter The Default Length/Duration: 1 ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ DEFAULT CONTACT NOTES Used with new contact records. ╔═════════════════════════[ DEFAULT CONTACT NOTES ]═════════════════════════╗ ║ ║░ ║ Nickname: Birthday: ║░ ║ Best time to call: ║░ ║ 'Hobbies': ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ Esc (Exit) F1 (Help) F2 (Import) 1/0 DAYO SMS, TJS LAB Page: 133 ■ DEFAULT COST FIELD *** The correct selection of this field is VERY IMPORTANT! The system defaults to the COST field, but check with your management before using this system to insure that the right cost field is being used! The default, and recommended field is the field named 'COST'. ╔══════════════════════════[ DEFAULT COST FIELD ]═══════════════════════════╗ ║ This option determines which cost field to use in determining prices ║░ ║ based on the margin (cost plus). The fields are 'COST', 'CCB', & 'CPLUS'.║░ ║ ║░ ║ Select The Default Cost Field -> COST ║░ ║ AVGCOST ║░ ║ REALCOST ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ ALLOW CUSTOMER ADD This option is most often used in conjunction with DAYO Passwords to disable the ability of adding customer records while in the customer browse and while creating a quote. The default is to allow the adding of customer records. ╔══════════════════════════[ ALLOW CUSTOMER ADD ]═══════════════════════════╗ ║ If you want your users to have the ability to add new customer ║░ ║ records, the select Y (Yes), else N (No). ║░ ║ The default is to allow users to add customers. ║░ ║ ║░ ║ Do you want to allow users to add customers? (Y/N) ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ DAYO SMS, TJS LAB Page: 134 ■ ALLOW CUSTOMER EDIT This option is most often used in conjunction with DAYO Passwords to disable the ability of editing customer records while in the customer browse and while creating a quote. The default is to allow the editing of customer records. ╔═════════════════════════[ ALLOW CUSTOMER EDIT ]═══════════════════════════╗ ║ If you want your users to have the ability to edit customer ║░ ║ records, the select Y (Yes), else N (No). ║░ ║ The default is to allow users to edit customer records/data. ║░ ║ ║░ ║ Do you want to allow users to edit customer records/data? (Y/N) ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ ALLOW INVENTORY ADD This option is most often used in conjunction with DAYO Passwords to disable the ability of adding inventory records while in the inventory browse and while creating a quote. The default is to allow the adding of inventory items/records. ╔═════════════════════════[ ALLOW INVENTORY ADD ]═══════════════════════════╗ ║ If you want your users to have the ability to add new inventory ║░ ║ records, the select Y (Yes), else N (No). ║░ ║ The default is to allow users to add inventory records. ║░ ║ ║░ ║ Do you want to allow users to add inventory records? (Y/N) ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ DAYO SMS, TJS LAB Page: 135 ■ ALLOW INVENTORY EDIT This option is most often used in conjunction with DAYO Passwords to disable the ability of adding inventory records while in the inventory browse and while creating a quote. The default is to allow the adding of inventory items/records. ╔═════════════════════════[ ALLOW INVENTORY EDIT ]══════════════════════════╗ ║ If you want your users to have the ability to edit inventory ║░ ║ records, the select Y (Yes), else N (No). ║░ ║ The default is to allow users to edit inventory records/data. ║░ ║ ║░ ║ Do you want to allow users to edit inventory records/data? (Y/N) ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ║ ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ CATEGORY TITLES This is where you define/determine the names/titles of the ten CATEGORY codes. Note, leave blank if not used. ╔═══════════════════════════[ CATEGORY TITLES ]═════════════════════════════╗ ║ These are the names/titles of the ten category codes '0-9'. ║░ ║ ║░ ║ Category 0: Category 0 Items ║░ ║ Category 1: Category 1 Items ║░ ║ Category 2: Category 2 Items ║░ ║ Category 3: Category 3 Items ║░ ║ Category 4: Category 4 Items ║░ ║ Category 5: Category 5 Items ║░ ║ Category 6: Category 6 Items ║░ ║ Category 7: Category 7 Items ║░ ║ Category 8: Category 8 Items ║░ ║ Category 9: Category 9 Items ║░ ║ ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ DAYO SMS, TJS LAB Page: 136 ■ COLOR MONITOR Use this option to show colors (the default) onto your computer monitor. Lap Tops often need to select the monochrome option... ╔════════════════════════════[ COLOR MONITOR ]══════════════════════════════╗ ║ If you have a color monitor and wish to display colors, then select Y, ║░ ║ (YES), else select N (NO) for monochrome and others. ║░ ║ The default is color, high intensity ║░ ║ ║░ ║ Do you have a color monitor? (Y/N) ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ■ COLOR INTENSITY This setting determines how bright your colors will be... ╔═══════════════════════════[ COLOR INTENSITY ]═════════════════════════════╗ ║ Intensity is only applicable with color set to Y. ║░ ║ It will make your colors brighter... ║░ ║ ║░ ║ Set Color Intensity On? (Y/N) ║░ ╚═══════════════════════════════════════════════════════════════════════════╝░ ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ DAYO SMS, TJS LAB Page: 137 ■ REPORTS & ROUTINES There are 26 reports and routines in this main menu option. Use the arrow keys to scroll up/down to the desired option, then press Enter to run the program or routine. ╔═════════════════════════════════╦══════════════════════════════════════════╗ ║ Select The Report/Routine ║ ║ ║Printer Setup ║██▄██████░ ██░ ██ ██░ ▄██████▄ ║ ║Customer List ║██░ ██░ ████░ ██ ██░ ██░ ██░║ ║Customer Expanded ║██░ ██░ ██░ ██░ ██ ██░ ██░ ██░║ ║Customer Notes ║██░ ██░ ██░ ██░ ██ ██░ ██░ ██░║ ║Bill To Address Labels ║██░ ██░ ██░ ██░ ██ ██░ ██░ ██░║ ║Ship To Address Labels ║██░ ██░ ██░ ██░ ██ ██░ ██░ ██░║ ║Customer Price Book Profile ║██░ ██░ ██████████░ ████░ ██░ ██░║ ║Contact Phone List ║██░ ██░ ██░ ██░ ██░ ██░ ██░║ ║Contact Abbreviated ║██░ ██░ ██░ ██░ ██░ ██░ ██░║ ║Contact Dump ║██░ ██░ ██░ ██░ ██░ ██░ ██░║ ║Contact Address Labels ║██▀██████░ ██░ ██░ ██░ ▀██████▀ ║ ║Inventory List ║ Sales Management System ║ ║Inventory Expanded ║ █▄█▄ ███░ █▄█▄ ▄█▄ █▄█▄ █████░ ▄██▄ ║ ║Inventory Available ║ █░ █░ █░ █░ █░ █░█░ █░ █░ █░ █░ ║ ║New Items ║ █▄▄█░ ██░ █▄▄█░ █░█░ █▄▄█░ █░ █░ ║ ║Quotes - Headers ║ █▀█░ █░ █░ █░█░ █▀█░ █░ ▀██▄ ║ ║Quotes - Detail ║ █░█▄ █░ █░ █░█░ █░█▄ █░ █░ ║ ║Vendor Listing ║ █░ █░ ███░ █░ ▀█▀ █░ █░ █░ ▀██▀ ║ ║Sales Person Listing ║ Miscellaneous Reports & Routines ║ ║ Scroll Down For More Reports ║ ║ ╚═════════════════════════════════╩══════════════════════════════════════════╝ Esc (Exit) Enter/Return (Select Report Option/Routine) ■ REPORTS & ROUTINES LIST Printer Setup Inventory Available Customer List New Items Customer Expanded Quotes - Headers Customer Notes Quotes - Detail Bill To Address Labels Vendor Listing Ship To Address Labels Sales Person Listing Customer Price Book Profile Category Listing Contact Phone List Browse Related Item Numbers (BOM) Contact Abbreviated Browse Expanded Item Number Info Contact Dump Browse Miscellaneous Databases Contact Address Labels Clean-up Profile Indexes Inventory List View Reports On Screen Inventory Expanded Miscellaneous Database Routines DAYO SMS, TJS LAB Page: 138 ■ PRINTER DRIVER (PRINTER SETUP) This routine was added to preclude you from having to get out of your seat to change (mess with) the printer to get it to print correctly. The most important printer selections (ie: font size, lines per inch, orientation, ...) are made easy to evoke. ╔════════════════════════════════════════════════════════════════════════════╗ ║ █▄██░█▄██░███░█░ █░█████░███░█▄██░ █▄██▄ █▄██░███░█░ █░███░█▄██░ ║ ║ █░ █░█░ █░ █░ ██░ █░ █░ █░ █░ █░ █░ █░█░ █░ █░ █░ █░█░ █░ █░ ║ ║ █▀██░████░ █░ ███░█░ █░ ██░ ████░ █░ █░████░ █░ █▄ ▄█░██ ████░ ║ ║ █░ █░█░ █░ █░███░ █░ █░ █░█░ █░ █░█░█░ █░ █░█░ █░ █░█░ ║ ║ █░ █░▀█░ █░ █░ ██░ █░ █░ █░▀█░ █░ █░█░▀█░ █░ █▄█░ █░ █░▀█░ ║ ║ █░ █░ █░███░█░ █░ █░ ███░█░ █░ █▀██▀ █░ █░███░ █░ ███░█░ █░ ║ ║ ║ ║ Select Option -> Eject ║ ║ Line feed ║ ║ Normal Size ║ ║ Use this routine to set your Small/Condensed ║ ║ printer up with one or more Bold On ║ ║ of the setup strings and Bold Off ║ ║ commands listed to the right. 6 Lines per Inch ║ ║ 8 Lines per Inch ║ ║ Select the 'Change Printer Print Landscape (Laser Only) ║ ║ Default' option to change Print Portrait (Laser Only) ║ ║ printer types. Reset Printer ║ ║ Current printer is set to: Print Special String 1 ║ ║ HP Laser & Compatibles Print Special String 2 ║ ║ Print Special String 3 ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) DAYO SMS, TJS LAB Page: 139 ■ PRINTER DRIVER OPTIONS There are 18 printer driver options to select from. The last option is to set the default printer, and the next to last is a 'SHELL' function that runs a DOS command or program. The remainder are strings/codes that are sent to the printer. Eject Print Portrait (Laser Only) Line feed Reset Printer Normal Size Print Special String 1 Small/Condensed Print Special String 2 Bold On Print Special String 3 Bold Off Print Special String 4 6 Lines per Inch Print Special String 5 8 Lines per Inch Run DOS Command/Program Print Landscape (Laser Only) Change Default Printer ■ CHANGE DEFAULT PRINTER The last option is to change/set the default printer. This printer driver routine comes with 4 default printer types, Epson, HP Laser, Star, and Okidata. You can add (Ctrl N) as many printer drivers as you want. ╔════════════════════════════════════════════════════════════════════════════╗ ║ █▄██░█▄██░███░█░ █░█████░███░█▄██░ █▄██▄ █▄██░███░█░ █░███░█▄██░ ║ ║ █░ █░█░ █░ █░ ██░ █░ █░ █░ █░ █░ █░ █░█░ █░ █░ █░ █░█░ █░ █░ ║ ║ █▀██░████░ █░ ███░█░ █░ ██░ ████░ █░ █░████░ █░ █▄ ▄█░██ ████░ ║ ║ █░ █░█░ █░ █░███░ █░ █░ █░█░ █░ █░█░█░ █░ █░█░ █░ █░█░ ║ ║ █░ █░▀█░ █░ █░ ██░ █░ █░ █░▀█░ █░ █░█░▀█░ █░ █▄█░ █░ █░▀█░ ║ ║ █░ █░ █░███░█░ █░ █░ ███░█░ █░ █▀██▀ █░ █░███░ █░ ███░█░ █░ ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ Current Default Printer is set to: Okidata ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ NAME LINEFEED ║ ║─────────────────────────────────────╥──────────────────────────────────────║ ║ Epson & Compatibles ║ CHR(10) ║ ║ HP Laser & Compatibles ║ CHR(10) ║ ║ Star Micro Gemini ║ CHR(10) ║ ║ Okidata ║ CHR(10) ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) Enter/Return (Make Default) F2 (Edit) Ctrl N (Add) DAYO SMS, TJS LAB Page: 140 ■ FULL SCREEN EDIT - F2 When entering the printer codes, the string must be in the valid format or it will not be printed later when requested... ┌───────────[ EDIT PRINTER DRIVER SETUP CODES - FULL SCREEN EDIT ]───────────┐ │ NAME: Epson & Compatibles │ │ LINEFEED: CHR(10) │ │ NORMAL: CHR(27)+CHR(18) │ │ SMALL: CHR(27)+CHR(15) │ │ BOLDON: CHR(27)+CHR(69) │ │ BOLDOFF: CHR(27)+CHR(70) │ │ _6LPI: CHR(27)+CHR(50) │ │ _8LPI: CHR(27)+CHR(48) │ │ PORTRAIT: │ │ LANDSCAPE: │ │ RESET: CHR(27)+CHR(64) │ │ SPEC_STR1: │ │ SPEC_STR2: │ │ SPEC_STR3: │ │ SPEC_STR4: │ │ SPEC_STR5: │ │ RUN_CMD: │ │ │ └────────────────────────────────────────────────────────────────────────────┘ Press Esc to Abort, PgUp/PgDn to Save and Exit ■ PRINTER DRIVER DATABASE FIELD DEFINITIONS NAME - Name of printer. Type in anything you wish here LINEFEED - Code to advance printer one line NORMAL - Normal font/character size SMALL - Small font/character size BOLDON - Bold/Emphasized BOLDOFF - Bold/Emphasized off _6LPI - Code to set printer to print 6 lines per inch _8LPI - Code to set printer to print 8 lines per inch PORTRAIT - Code to set laser printer to print upright (normal) LANDSCAPE - Code to set laser printer to print sideways RESET - Reset printer code SPEC_STR1 - Any special printer string, ie: print double, skip perforation, SPEC_STR2 - print very tiny, ... SPEC_STR3 - " SPEC_STR4 - " SPEC_STR5 - " RUN_CMD - DOS command or program, ie: CAPTURE p0 nff,SPOOL ON, ... DAYO SMS, TJS LAB Page: 141 ■ CUSTOMER LIST This customer report lists key customer information about each of your customers. The report is 132 characters wide. Uses report forms CUSTREP.FRM and CUSTLIST.FRM. The first prompt is to select the order/index of the report, ie: ╔═════════════════════════════[ CUSTOMER LIST ]══════════════════════════════╗ ║ This is a Simple Customer Listing indexed by one of six indexes, ie: ║ ║ Customer Number, Name, Ship To Name, Telephone, Zip Code or Sales Person. ║ ║ * Note, the sixth index (Sales Person) requires the creation of a ║ ║ temporary index (takes longer than the others...). ║ ║ This Report is 132 characters wide. ║ ║ ║ ║ Select Index -> Customer Number ║ ║ Name ║ ║ Ship To Name ║ ║ Telephone ║ ║ Zip Code ║ ║ Sales Person Number * ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) DAYO SMS, TJS LAB Page: 142 The next prompt allows you to direct the output to printer or file. ╔═════════════════════════════[ CUSTOMER LIST ]══════════════════════════════╗ ║ This is a Simple Customer Listing indexed by one of six indexes, ie: ║ ║ Customer Number, Name, Ship To Name, Telephone, Zip Code or Sales Person. ║ ║ * Note, the sixth index (Sales Person) requires the creation of a ║ ║ temporary index (takes longer than the others...). ║ ║ This Report is 132 characters wide. ║ ║ ║ ║ Select Index -> Customer Number ║ ║ Name ║ ║ Ship To Name ║ ║ Telephone ║ ║ Zip Code ║ ║ Sales Person Number * ║ ║ ║ ║ ║ ║ Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║ Enter File Name: CUSTLIST.TXT ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) DAYO SMS, TJS LAB Page: 143 ■ SELECT PRINTER OPTIONS AT PRINT TIME If you selected output to printer, you will be presented with the option to set up your printer. Note, the highlight will default to small or normal size print based on the width of the report... This selection window appears before all the reports in the Reports & Routines menu. ╔═══════════════════════════════════╗ ║ Select Printer Option(s) ║ ║ Eject ║ ║ Line feed ║ ║ Normal Size ║ ║ Small/Condensed ║ ║ Bold On ║ ║ Bold Off ║ ║ 6 Lines per Inch ║ ║ 8 Lines per Inch ║ ║ Print Landscape (Laser Only) ║ ║ Print Portrait (Laser Only) ║ ║ Reset Printer ║ ║ Print Special String 1 ║ ║ Print Special String 2 ║ ║ Print Special String 3 ║ ║ Print Special String 4 ║ ║ Print Special String 5 ║ ║ Press Esc to Exit ║ ║ Printer: HP Laser & Compatibles ║ ╚═══════════════════════════════════╝ The printer type is noted on the bottom of the window and can only be change in the printer driver options setup routine... DAYO SMS, TJS LAB Page: 144 ■ CUSTOMER EXPANDED REPORT This customer report lists key customer information about each of your customers. The report is 155 characters wide! It width usually dictates small print and/or landscape print on a laser printer... Uses report form CUSTOMER.FRM. The first prompt is to select the order/index of the report. The next prompt allows you to direct the output to printer or file. The last prompt (if you selected output to printer), is the option to select printer options (ie: set the printer to print small or large). ╔════════════════════════[ CUSTOMER EXPANDED REPORT ]════════════════════════╗ ║ This is the Customer Expanded Report, indexed by one of six indexes, ie: ║ ║ Customer Number, Name, Ship To Name, Telephone, Zip Code or Sales Person. ║ ║ * Note, the sixth index (Sales Person) requires the creation of a ║ ║ temporary index (takes longer than the others...). ║ ║ This Report is 155 characters wide. ║ ║ ║ ║ Select Index -> Customer Number ║ ║ Name ║ ║ Ship To Name ║ ║ Telephone ║ ║ Zip Code ║ ║ Sales Person Number * ║ ║ ║ ║ ║ ║ Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║ Enter File Name: CUSXPAND.TXT ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) DAYO SMS, TJS LAB Page: 145 ■ CUSTOMER NOTES REPORT This customer report prints out all customer records that have any notes/comments recorded in their 'Customer Notes' database (CUSTMEMO.DBF). The report is 80 characters wide. Uses report form CUSTMEMO.FRM. The first prompt is to select the order/index of the report. The next prompt allows you to direct the output to printer or file. The last prompt (if you selected output to printer), is the option to select printer options (ie: set the printer to print small or large). ╔═════════════════════════[ CUSTOMER NOTES REPORT ]══════════════════════════╗ ║ This is the Customer Notes Report, indexed by one of five indexes, ie: ║ ║ Customer Number, Name, Ship To Name, Telephone or Zip Code. ║ ║ This Report is 80 characters wide. ║ ║ ║ ║ ║ ║ ║ ║ Select Index -> Customer Number ║ ║ Name ║ ║ Ship To Name ║ ║ Telephone ║ ║ Zip Code ║ ║ ║ ║ ║ ║ ║ ║ Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║ Enter File Name: CUSTMEMO.TXT ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Standby! Printing! Press Esc to abort... DAYO SMS, TJS LAB Page: 146 ■ CUSTOMER BILL TO LABELS This routine prints labels of your customer's bill to address. These fields include: NAME, ADDR1, ADDR2, CITY, STATE & ZIP. The Address Label is the standard size of 3.5x15/16 at 6LPI. The first prompt is the option to select printer options (ie: set the printer to print small or large). Defaults to BOLD ON... Use the left and right arrow keys to view the other fields (not shown on the current screen). Use the find function keys (F5-F9) to locate a customer based on an index key/field. ╔═══════════════════════════════════════════════════════╗ ║Use this option to print the Customer BILL TO address ║ ║Labels. The Address Label is the standard size of ║ ║ 3.5x15/16, 6LPI, and contains the following fields: ║ ║ COMPANY ADDR1 ADDR2 ║ ║ CITY STATE ZIP ║ ║ ║ ║ ╒══════════════════════════════╕ ║ ║ │ALL WEATHER WINDOWS │ ║ ║ │244 RIVERSIDE LANE │ ║ ║ │WINTER PARK, FL 39393 │ ║ ║ │ │ ║ ║ │ │ ║ ║ ╘══════════════════════════════╛ ║ ║ CUSTOMER ║ ║Select Customer -> 9622 ║ ║ 9685 ║ ║ 9854 ║ ║ 9999 ║ ║ 10314 ║ ║Esc (Exit) Enter (Print) F5/F6/F7/F8/F9 (Find) ║ ╚═══════════════════════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 147 ■ CUSTOMER SHIP TO LABELS This routine prints labels of your customer's ship to address. These fields include: SHIPNAME, SHIPADDR1, SHIPADDR2, SHIPCITY, SHIPSTATE and SHIPZIP. The Address Label is the standard size of 3.5x15/16 at 6LPI. The first prompt is the option to select printer options (ie: set the printer to print small or large). Defaults to BOLD ON... Use the left and right arrow keys to view the other fields (not shown on the current screen). Use the find function keys (F5-F9) to locate a customer based on an index key/field. ╔═══════════════════════════════════════════════════════╗ ║Use this option to print the Customer SHIP TO address ║ ║Labels. The Address Label is the standard size of ║ ║ 3.5x15/16, 6LPI, and contains the following fields: ║ ║ SHIPTO SHIPADDR1 SHIPADDR2 ║ ║ SHIPCITY SHIPSTATE SHIPZIP ║ ║ ║ ║ ╒══════════════════════════════╕ ║ ║ │George Morgan, Inc. │ ║ ║ │Attn Salley Morgan │ ║ ║ │Building 5000 │ ║ ║ │Park Place, Florida 39494 │ ║ ║ │ │ ║ ║ ╘══════════════════════════════╛ ║ ║ CUSTOMER ║ ║Select Customer -> 7676 ║ ║ 5766 ║ ║ 5760 ║ ║ 5671 ║ ║ 6752 ║ ║Esc (Exit) Enter (Print) F5/F6/F7/F8/F9 (Find) ║ ╚═══════════════════════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 148 ■ CUSTOMER PRICING PROFILES This routine prints all the customer specific default settings. These are the fields/values that determine the price your goods are sold at. The first prompt is the option to select printer options (ie: set the printer to print small or large). Defaults to BOLD ON... Use the left and right arrow keys to view the other fields (not shown on the current screen). Use the find function keys (F5-F9) to locate a customer based on an index key/field. ╔════════════════════════════════════════════════════════════════════════════╗ ║ ║ ║This option prints all or portions of a customer's price book profile. ║ ║Select the customer, then the printing/report option(s). ║ ║Select Customer -> CUSTOMER NAME ║ ║ 8930 BILL FLAKES ║ ║ 8977 DIVINS ROOFING CO.,INC. ║ ║ 9025 ALL RESCREENING BY JIM ║ ║ 9134 NEW LOOK SCREENING ║ ║ 9172 S & M DESIGN ║ ║ 9295 ROMAN SCREEN WORKS ║ ║ 9297 JIM GRANT ║ ║ 9363 DON WILLIAMS TERMITE & PEST CO ║ ║ 9499 GUARANTEED GUTTERS ║ ║ 9550 SUNSHINE FLORIDA WINDOWS ║ ║ 9557 EAST COAST MANUFACTURING ║ ║ 9611 TALLAHASSEE GLASS & SCREEN ║ ║ 9622 CLASSIC SCREEN ENCLOSERS INC ║ ║ 9685 ALL WEATHER WINDOWS & Enclo. ║ ║ 9854 ALL SOUTHERN ALUMINUM ║ ║ 9999 MISCELLANEOUS ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) Enter/Return (Select) F5/F6/F7/F8/F9 (Find) DAYO SMS, TJS LAB Page: 149 After selecting the customer, you can print all options, or a specific option, ie: ╔════════════════════════════════════════════════════════════════════════════╗ ║ ║ ║This option prints all or portions of a customer's price book profile. ║ ║Select the customer, then the printing/report option(s). ║ ║Select Customer -> CUSTOMER NAME ║ ║Print Option -> All the following: ║ ║ Fixed Priced Items ║ ║ Specific Excluded Items ║ ║ Vendor Discount Table ║ ║ Price Book Comments ║ ║ Defaults ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) Enter/Return (Select) ■ EXAMPLE OF A CUSTOMER PROFILE - DEFAULT SETTINGS Price Book Defaults for: 100344 10/10/91 Sherry Johnson #5 Georgetown North Augusta, SC 29841 (803) 278-5555 Excluded Categories: 8,9 Excluded Types: XXX,ZZZ Default Margin: 20.00 Default List Discount: 0.00 Round Price of Each Item: No Cost Plus or Margin: Margin Service Override: Yes Leasing Commission: 0.00000 Minimum Margin: 15.0000 DAYO SMS, TJS LAB Page: 150 ■ CONTACT TELEPHONE LIST This is a sales contact listing that contains the four telephone numbers that each contact can have. Uses report form CONPHONE.FRM The first prompt is to select the order/index of the report. The next prompt allows you to direct the output to printer or file. The last prompt (if you selected output to printer), is the option to select printer options (ie: set the printer to print small or large). ╔═════════════════════════[ CONTACT TELEPHONE LIST ]═════════════════════════╗ ║ This is the Contact Telephone Listing indexed by one of five indexes, ie: ║ ║ Contact Number, Name, Last Name, Company Name or Sales Person. ║ ║ * Note, the fifth index (Sales Person) requires the creation of a ║ ║ temporary index (takes longer than the others...). ║ ║ This Report is 80 characters wide. ║ ║ ║ ║ Select Index -> Contact Number ║ ║ Name ║ ║ Last Name ║ ║ Company Name ║ ║ Sales Person Number * ║ ║ ║ ║ ║ ║ ║ ║ Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║ Enter File Name: CONPHONE.TXT ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) DAYO SMS, TJS LAB Page: 151 ■ CONTACT ABBREVIATED REPORT This is a sales contact report consisting of key contact data. The report is 80 characters wide. Uses report form CONABBR.FRM. The first prompt is to select the order/index of the report. The next prompt allows you to direct the output to printer or file. The last prompt (if you selected output to printer), is the option to select printer options (ie: set the printer to print small or large). ╔═══════════════════════[ CONTACT ABBREVIATED REPORT ]═══════════════════════╗ ║ This is the Abbreviated Contact Report indexed by one of five indexes, ie: ║ ║ Contact Number, Name, Last Name, Company Name or Sales Person. ║ ║ * Note, the fifth index (Sales Person) requires the creation of a ║ ║ temporary index (takes longer than the others...). ║ ║ This Report is 80 characters wide. ║ ║ ║ ║ Select Index -> Contact Number ║ ║ Name ║ ║ Last Name ║ ║ Company Name ║ ║ Sales Person Number * ║ ║ ║ ║ ║ ║ ║ ║ Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║ Enter File Name: CONABBR.TXT ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) DAYO SMS, TJS LAB Page: 152 ■ CONTACT DUMP This report prints the contents of all fields found in the contacts database (CONTACTS.DBF), which includes the contact notes (if any). The report is 80 characters wide. The first prompt is to select the desired contact. ╔══════════════════════════════[ CONTACT DUMP ]══════════════════════════════╗ ║ This is a complete 'Dump' of all data for a specific Contact. ║ ║ This Report is 80 characters wide. ║ ║ ║ ║ Select CUSTOMER CONTACT LNAME FNAME ║ ║ Contact -> ──────────────╥─────────╥─────────────────╥─────────────────────║ ║ 10040 ║ 123340 ║ Moonilal ║ George ║ ║ 12001 ║ 324434 ║ Noe ║ Nancy D. ║ ║ 22003 ║ 324324 ║ Neebles ║ Howard I. ║ ║ 32335 ║ 475543 ║ Neatles ║ Bernie ║ ║ 34552 ║ 475743 ║ Nantuc ║ Mike ║ ║ 44500 ║ 457432 ║ Oscar ║ John Wilkes ║ ║ 75496 ║ 192929 ║ Oppenheimer ║ Herman Paul ║ ║ 45762 ║ 192930 ║ Oshcaush III ║ Jose Yancy ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) Enter (Select Contact) Find: F5/F6/F7/F8 3/24 DAYO SMS, TJS LAB Page: 153 The next prompt determines if the notes are to be printed (if any are found). ╔══════════════════════════════[ CONTACT DUMP ]══════════════════════════════╗ ║ This is a complete 'Dump' of all data for a specific Contact. ║ ║ This Report is 80 characters wide. ║ ║ ║ ║ Select 123340 George Moonilal ║ ║ Contact -> ║ ║ ║ ║ Do you want to print out the Contact's Notes? (Y/N) ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) Enter (Select Contact) Find: F5/F6/F7/F8 3/24 The next prompt allows you to direct the output to printer or file. The last prompt (if you selected output to printer), is the option to select printer options (ie: set the printer to print small or large). ╔══════════════════════════════[ CONTACT DUMP ]══════════════════════════════╗ ║ This is a complete 'Dump' of all data for a specific Contact. ║ ║ This Report is 80 characters wide. ║ ║ ║ ║ Select 123340 George Moonilal ║ ║ Contact -> ║ ║ ║ ║ Do you want to print out the Contact's Notes? (Y/N) ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║ Enter File Name: CONDUMP.TXT ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) Enter (Select Contact) Find: F5/F6/F7/F8 DAYO SMS, TJS LAB Page: 154 ■ CONTACT ADDRESS LABELS This routine prints contact address labels. These fields include: FNAME+LNAME, ADDRESS1, ADDRESS2, CITY, STATE & ZIP. The Address Label is the standard size of 3.5x15/16 at 6LPI. The first prompt is the option to select printer options (ie: set the printer to print small or large). Defaults to BOLD ON... Use the left and right arrow keys to view the other fields (not shown on the current screen). Use the find function keys (F5-F9) to locate a customer based on an index key/field. ╔═══════════════════════════════════════════════════════╗ ║Use this option to print the Contact address labels. ║ ║The Address Label is the standard size of ║ ║ 3.5x15/16, 6LPI, and contains the following fields: ║ ║ NAME ADDRESS1 ADDRESS2 ║ ║ CITY STATE ZIP ║ ║ ║ ║ ╒══════════════════════════════╕ ║ ║ │George Moonilal │ ║ ║ │1500 Betrice Road │ ║ ║ │Building 200, Door 4 │ ║ ║ │Arlington, VA │ ║ ║ │32444 │ ║ ║ ╘══════════════════════════════╛ ║ ║ CUSTOMER CONTACT LNAME ║ ║Select Contact -> 324101 23434 Johnson ║ ║ 433402 32434 Moonilal ║ ║ 542012 36443 Jasper ║ ║ 546630 45643 Histhman ║ ║ 553452 45643 Jones ║ ║Esc (Exit) Enter (Print) F5/F6/F7/F8 (Find) ║ ╚═══════════════════════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 155 ■ INVENTORY LIST This is an inventory list of your entire inventory. It consists of a few key inventory fields. The report is 80 characters wide. Uses report form INVLIST.FRM. The first prompt is to select the order/index of the report. The next prompt allows you to direct the output to printer or file. The last prompt (if you selected output to printer), is the option to select printer options (ie: set the printer to print small or large). ╔═════════════════════════════[ INVENTORY LIST ]═════════════════════════════╗ ║ This is an Inventory List of all items indexed by one of five indexes, ie: ║ ║ Item, Description, Vendor, Vendor Item and Type. ║ ║ This Report is 80 characters wide. ║ ║ ║ ║ Select Index -> Item ║ ║ Description ║ ║ Vendor ║ ║ Vendor Item ║ ║ Type ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║ Enter File Name: INVLIST.TXT ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) DAYO SMS, TJS LAB Page: 156 ■ INVENTORY EXPANDED REPORT This is an expanded (more fields) inventory report of your entire inventory. It consists of key inventory fields. The report is 132 characters wide. Uses report form EXPANDED.FRM. The first prompt is to select the order/index of the report. The next prompt allows you to direct the output to printer or file. The last prompt (if you selected output to printer), is the option to select printer options (ie: set the printer to print small or large). ╔═══════════════════════[ INVENTORY EXPANDED REPORT ]════════════════════════╗ ║ This is an Inventory Expanded Report of all items indexed by one of five ║ ║ indexes, ie: Item, Description, Vendor, Vendor Item and Type. ║ ║ This Report is 132 characters wide. ║ ║ ║ ║ Select Index -> Item ║ ║ Description ║ ║ Vendor ║ ║ Vendor Item ║ ║ Type ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║ Enter File Name: EXPANDED.TXT ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) DAYO SMS, TJS LAB Page: 157 ■ INVENTORY AVAILABLE REPORT This is an available inventory report of your entire inventory. It consists of key inventory fields and the first six (6) warehouse quantity fields. The report is 155 characters wide! Uses report form AVALABLE.FRM. The first prompt is to select the order/index of the report. The next prompt allows you to direct the output to printer or file. The last prompt (if you selected output to printer), is the option to select printer options (ie: set the printer to print small or large). ╔═══════════════════════[ INVENTORY AVAILABLE REPORT ]═══════════════════════╗ ║ This is an Inventory Report that lists onhand quantities in the main ║ ║ warehouse (ONHAND) and the first six warehouses (LOC1 to LOC2). ║ ║ The report can be indexed by one of five indexes, ie: Item, Description, ║ ║ Vendor, Vendor Item and Type. This Report is * 159 * characters wide. ║ ║ ║ ║ Select Index -> Item ║ ║ Description ║ ║ Vendor ║ ║ Vendor Item ║ ║ Type ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║ Enter File Name: AVALABLE.TXT ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) DAYO SMS, TJS LAB Page: 158 ■ NEW ITEMS REPORT WITH DATE RANGE This is a report of all items newly added to the inventory database as of a specified date. The report is 80 characters wide. Uses report form NEWPARTS.FRM. The report includes the following fields: ITEM, VENDITEM, DESCRIPTION, VENDOR, COST and DATE. The first prompt is to enter the starting date. All item records created on or after this date will print onto the report. The next prompt is to select the order/index of the report. ╔═══════════════════[ NEW ITEMS REPORT WITH DATE RANGE ]═════════════════════╗ ║ Enter Start Date: 06/05/91 ║ ║ ║ ║ Select the Index -> Item Number ║ ║ Description ║ ║ Vendor Item ║ ║ Vendor Code + Desc ║ ║ Category + Vendor ║ ║ Vendor + Category + Description ║ ║ ║ ║ ██ ██ ██████ ██ ██ ██▄████ ▄███▄ ███████ ██████ █████ ║ ║ ███▄ ██ ██ ██ ██ ██ ██ ██ ██ ██ ██ ██ ██ ██ ║ ║ █████ ██ ████ ██ ████ ██ ███████ ██ ██ ███████ ██ █████ ║ ║ ██ █████ ██ ████ ████ ██ ██▀▀▀██ ██ ██ ██ ██ ║ ║ ██ ▀███ ██████ ██ ██ ██ ██ ██ ██ ██ ██ █████ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Abort) DAYO SMS, TJS LAB Page: 159 The next prompt allows you to direct the output to printer or file. The last prompt (if you selected output to printer), is the option to select printer options (ie: set the printer to print small or large). ╔════════════════════[ NEW ITEMS REPORT WITH DATE RANGE ]═════════════════════ ║ Enter Start Date: 06/05/91 ║ ║ Select the Index -> Item Number ║ ║ Send Output to Printer? (Y/N) ║ ( No -> To File) ║ Enter File Name: NEWITEMS.TXT ║ ║ ║ ██ ██ ██████ ██ ██ ██▄████ ▄███▄ ███████ ██████ █████ ║ ███▄ ██ ██ ██ ██ ██ ██ ██ ██ ██ ██ ██ ██ ██ ║ █████ ██ ████ ██ ████ ██ ███████ ██ ██ ███████ ██ █████ ║ ██ █████ ██ ████ ████ ██ ██▀▀▀██ ██ ██ ██ ██ ║ ██ ▀███ ██████ ██ ██ ██ ██ ██ ██ ██ ██ █████ ╚═════════════════════════════════════════════════════════════════════════════ Esc (Abort) DAYO SMS, TJS LAB Page: 160 ■ QUOTES HEADER REPORT This report consist of all your quote header records, or all quotes for a specific customer, contact or sales person. The header records contain all the customer/client information necessary to process the quote, ie: name, address, terms, method of SHIPMENT, totals, types and dates. Uses report form QUOTES.FRM. The report has the added option of printing for a date range. The report is 160 characters wide! The first prompt is to select the order/index of the report. ╔══════════════════════════[ QUOTES HEADER REPORT ]══════════════════════════╗ ║ This is a report of all 'Header' information for your quotes. ║ ║ Conditional Printing for All quotes, or for a specific Customer, ║ ║ Contact or Sales Person. ║ ║ The report can be indexed by one of five indexes, ie: Quote Number, ║ ║ Customer Name, Customer Number, Contact Number or Sales Person Number. ║ ║ The report is * 160 * characters wide. ║ ║ ║ ║ Select Index -> Quote Number ║ ║ Customer Number ║ ║ Customer Name ║ ║ Contact Number ║ ║ Sales Person Number ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) DAYO SMS, TJS LAB Page: 161 The next prompt allows you print all quotes, or all those for a specific customer, contact or sales person. The next prompt is for the start and ending dates (dates the quotes were created). The next prompt allows you to direct the output to printer or file. The last prompt (if you selected output to printer), is the option to select printer options (ie: set the printer to print small or large). ╔══════════════════════════[ QUOTES HEADER REPORT ]══════════════════════════╗ ║ This is a report of all 'Header' information for your quotes. ║ ║ Conditional Printing for All quotes, or for a specific Customer, ║ ║ Contact or Sales Person. ║ ║ The report can be indexed by one of five indexes, ie: Quote Number, ║ ║ Customer Name, Customer Number, Contact Number or Sales Person Number. ║ ║ The report is * 160 * characters wide. ║ ║ ║ ║ Select Index -> Quote Number ║ ║ ║ ║ Select Option -> All Quotes ║ ║ ║ ║ ║ ║ Enter Start Date: 10/08/81 Ending Date: 10/06/91 ║ ║ ║ ║ Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║ Enter File Name: QUOTES.TXT ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) DAYO SMS, TJS LAB Page: 162 ■ QUOTES DETAIL REPORT This report consist of all your quote detail records, or all quotes for a specific customer, contact or sales person. The quote detail records contain all the item information necessary to process the quote, ie: item, descriptions, quantity quoted, price and cost. Uses report form QUOTESD.FRM. The report has the added option of printing for a date range. The report is 132 characters wide! The first prompt is to select the order/index of the report. ╔══════════════════════════[ QUOTES DETAIL REPORT ]══════════════════════════╗ ║ This is a report of all 'Detail' information for your quotes. ║ ║ Conditional Printing for All quotes, or for a specific Customer, ║ ║ or Item. ║ ║ The report can be indexed by one of two indexes, ie: Quote Number ║ ║ or Item Number. ║ ║ The report is 132 characters wide. ║ ║ ║ ║ Select Index -> Quote Number ║ ║ Item Number ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) DAYO SMS, TJS LAB Page: 163 The next prompt allows you print all quotes, or all those for a specific customer, contact or sales person. The next prompt is for the start and ending dates (dates the quotes were created). The next prompt allows you to direct the output to printer or file. The last prompt (if you selected output to printer), is the option to select printer options (ie: set the printer to print small or large). ╔══════════════════════════[ QUOTES DETAIL REPORT ]══════════════════════════╗ ║ This is a report of all 'Detail' information for your quotes. ║ ║ Conditional Printing for All quotes, or for a specific Customer, ║ ║ or Item. ║ ║ The report can be indexed by one of two indexes, ie: Quote Number ║ ║ or Item Number. ║ ║ The report is 132 characters wide. ║ ║ ║ ║ Select Index -> Quote Number ║ ║ ║ ║ Select Option -> All Quotes ║ ║ ║ ║ ║ ║ Enter Start Date: 10/08/81 Ending Date: 10/06/91 ║ ║ ║ ║ Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║ Enter File Name: DETAIL.TXT ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) DAYO SMS, TJS LAB Page: 164 ■ VENDOR LISTING This is a simple report listing all your vendors by code and name in a two (2) column report. The only option with this report is to set the printer options (ie: set small or normal size print). ■ SALES PERSON REPORT This is a simple report listing all your sales person, their address and rate. The only option with this report is to set the printer options (ie: set small or normal size print). Uses report form SALESPER.FRM. ■ CATEGORY LISTING This is a very simple report listing all ten (10) of your category codes with their title/names. The only option with this report is to set the printer options (ie: set small or normal size print). Category Codes Descriptions Code Description ---- ----------------------- 1 1st Category 2 2nd Category 3 3rd Category 4 4th Category 5 5th Category 6 6th Category 7 7th Category 8 8th Category 9 9th Category 0 10th Category DAYO SMS, TJS LAB Page: 165 ■ RELATED ITEMS BROWSE Use this routine to add related item numbers. Related item numbers are displayed in the inventory browse and when selecting items for quotes. It alerts the users of other item numbers that need to be considered when quoting. For example, if you sell a person a computer, it would be nice if all the key components like the proper monitor and a printer would pop up on the screen. ╔══════════════════════════[ RELATED ITEMS BROWSE ]══════════════════════════╗ ║ ██▄██ ████ ██ █ ██████ ████ ██▄███ ████ ██████ ████ ██ ██ ████ ║ ║ ██ ██ ██ ██ ███ ██ ██ ██ ██ ██ ██ ██ ███ ███ ██ ║ ║ █████ ███ ██ ██ ██ ██ ███ ██ ██ ██ ██ ███ ███████ ████ ║ ║ ██ █ ██ ██ █████ ██ ██ ██ ██ ██ ██ ██ ██ █ ██ ██ ║ ║ ██ ██ ████ █████ ██ ██ ██ ████ ██▀███ ████ ██ ████ ██ ██ ████ ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ Master Item: GARDENSTUFF1 Vendor Item: Vendor: US ║ ║ Desc: Garden Assorted Seeds #1 ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ Related Item: ACASEED232 Vendor Item: Vendor: US ║ ║ Cost: 1.00 Retail: 3.00 Type: SED Taxable: Yes ║ ║ Desc: Radish Seeds ║ ║ ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ ITEM ITEM2 ║ ║─────────────────────────────────────╥──────────────────────────────────────║ ║ GARDENSTUFF1 ║ ACASEED231 ║ ║ GARDENSTUFF1 ║ ACASEED344 ║ ║ GARDENSTUFF1 ║ ACBSEED3244 ║ ║ GARDEN-39 ║ ACASEED232 ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) Ctrl N (Add) Del (Delete) 8/1409 To use related items, you must first declare the 'master item' which others (components) relate to. Press Ctrl N to add a new master item, or to add additional related item numbers to an existing master item, ie: ╔════════════════════[ ADD RELATED ITEM NUMBERS ]═════════════════════╗ ║ ║ ║ Enter Master Item Number: GARDEN-40 ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚═════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) DAYO SMS, TJS LAB Page: 166 After selecting the master item, the inventory will be presented to you in a selection browse. Find the desired item with the find keys (F5, F6, F7, F8, F9), or the fast find function (Alt F). Each new item number selected, is displayed at the bottom of the screen, ie: ╔════════════════════[ ADD RELATED ITEM NUMBERS ]═════════════════════╗ ║ ITEM DESC ║ ║ Select ───────────────────╥─────────────────────────────────────║ ║ Related ACASEED231 ║ Radish Seeds ║ ║ Item ACASEED344 ║ Potato Spuds (sold by lb) ║ ║ Numbers -> ACBSEED3244 ║ Corn, Sweet, Yellow Seeds ║ ║ ACBSEED5088 ║ Corn, White Seeds ║ ║ ACBSEED38625 ║ Corn, Field Seeds ║ ║ ACBSEED38633 ║ Corn, Special Mexican Brand ║ ║ ACBSEED386SX ║ Pinto Bean Seeds ║ ║ ACBSEEDASX ║ Lettuce, Head, Tropical Seeds ║ ║ ACBSEED8625E ║ Cabbage Seeds ║ ║ ACBSEED8625I ║ Onion Seeds ║ ║ ACBSEED8625I ║ Tomato, Big Boy Seeds ║ ║ ACBSEED286 ║ Tomato, Cherry Seeds ║ ║ ACBSEED7A ║ Cayenne Pepper Seeds ║ ║ ACBSEED4862 ║ Japheno Pepper Seeds ║ ║ ───────────────────╨─────────────────────────────────────║ ║ Item Number ACASEED231 added as a related Item to GARDEN-40 ║ ╚═════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) Enter/Return (Select) Find: F5/F6/F7/F8/F9 & Alt F 9/107 DAYO SMS, TJS LAB Page: 167 ■ EXPANDED PART NUMBER INFORMATION This browse routine gives you access to the expanded inventory information database INV2.DBF. This database can contains up to 40 fields of data and contains specific information about each item number. This database also can contain up to 16 pages of technical information. ╔═══════════════════════[ EXPANDED ITEM INFORMATION ]════════════════════════╗ ║ ███ █ █ █▄██ ▄█▄ █ █ █▄██ ███ █▄██ ███ █ █ ████ ▄██▄ ║ ║ █ ▀█▄█▀ █ █ █ █ ██ █ █ █ █ █ █ █ ██ █ █ █ █ ║ ║ ██ █ █▀██ █▄█ ████ █ █ ██ █ █ █ ████ ███ █ █ ║ ║ █ ▄█▀█▄ █ █▀ ▀█ █ ██ █ █ █ █ █ █ █ ██ █ █ █ ║ ║ ███ █ █ █ █ █ █ █ █▀██ ███ █▀██ ███ █ █ █ ▀██▀ ║ ║ Item: A-B233 Vendor: LIUSKI Vendor Item: A-B233 ║ ║ Desc: MB - 80286/12 ║ ║ Companion Welded Part # 50 Sealed in Plastic (Rated High) ║ ║ Cost: 2314.93 Retail: 6730.00 Taxable: Yes ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ ║ ║ ║ ║ ITEM DESC3 ║ ║────────────────────────────╥───────────────────────────────────────────────║ ║ ACB-TANG286 ║ Welded seams and extra soldier ║ ║ ACB228 ║ Companion Welded Part # 450 ║ ║ ACB233 ║ Companion Welded Part # 50 ║ ║ ACPP-ATCPU0S ║ AT Computer for use on site ║ ║ A800390 ║ Special Teflon Coating ║ ║ ACDSD-A ║ Special Teflon Coating ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Edit) F3 (Notes) Ctrl N (Add) Del (Delete) DAYO SMS, TJS LAB Page: 168 ■ FULL SCREEN EDIT - EXPANDED ITEM RECORD Press F2 to do a full screen edit of your expanded item record, ie: ┌────────────────────────────[ FULL SCREEN EDIT ]────────────────────────────┐ │ ITEM: A-B233 │ │ DESC3: Companion Welded Part # 50 │ │ DESC4: Sealed in Plastic (Rated High) │ │ DATE: 10/01/90 │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────┘ Esc (Exit) F1 (Help) PgUp/PgDn (Save and Exit) ■ TECHNICAL PART NUMBER INFORMATION This special option lets you view and input technical information about an item number. Limit the technical notes to 16 pages... ╔═══════════════════════[ TECHNICAL ITEM INFORMATION ]═══════════════════════╗ ║ ║ ║ ║ ║ Technical or expanded information about your inventory items goes here... ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Import) DAYO SMS, TJS LAB Page: 169 Press F2 to import an existing text/ASCII file into the technical notes. ┌────────────────────────────────────────────────────────────────────────────┐ │ This routine will merge a text file with your current file/memo/mail. │ │ Enter FILE NAME: │ └────────────────────────────────────────────────────────────────────────────┘ Esc (Exit) F1 (Help) F2 (Import) ■ BROWSE ANY DATABASE This routine gives you a 'back door' to the many databases in DAYO SMS. From this routine, you can view, add, or edit most databases. Note, no editing is allowed for any inventory or customer database... ┌──────────────────────────────────────────────────────TJS LAB──┐ │ Enter Database Name: TEMP.DBF │ │ │ └───────────────────────────────────────────────────────────────┘ ■ PICK A DATABASE Press Enter/Return on an empty prompt to bring up a selection window of all databases in the current directory, ie: ┌────────[ PICK A DATABASE ]───────────┐ │ FILE NAME SIZE DATE USED│ ├──────────────┬────────────┬──────────┤ │BOM.DBF │ 35373 │ 10/06/91 │ │CALENDAR.DBF │ 10034 │ 10/06/91 │ │CONTACTS.DBF │ 15338 │ 10/06/91 │ │DBA2.DBF │ 5240 │ 10/06/91 │ │EVENTS.DBF │ 321 │ 10/03/91 │ │EVENTSD.DBF │ 452 │ 10/06/91 │ │LEASING1.DBF │ 390 │ 10/29/90 │ │LEASING2.DBF │ 390 │ 10/29/90 │ │LEASING3.DBF │ 390 │ 10/29/90 │ │LEASING4.DBF │ 390 │ 10/29/90 │ │PDRIVER.DBF │ 3823 │ 09/24/90 │ │PRODFILE.DBF │ 8353 │ 10/06/91 │ │PRODUCTS.DBF │ 67 │ 06/13/91 │ │QUONOTES.DBF │ 660 │ 10/06/91 │ │QUOTES.DBF │ 77024 │ 10/06/91 │ └──────────────┴────────────┴──────────┘ Esc (Exit) PRESS Esc TO ABORT... DAYO SMS, TJS LAB Page: 170 ■ FULL SCREEN EDIT Press F2 to bring up a full screen edit of all fields (up to 42), in the selected database. ■ CLEAN-UP PROFILE INDEXES Select this option to erase all indexes in the \DEFCONx directories. This routines 'cleans up' the many index files created over time. Use once in a while to keep your disk space available. ■ VIEW REPORTS ON SCREEN This routine was provided to aid the 'fight to stop the cutting down of trees in the world' by offering you the option to view your reports on your screen. At the first prompt, type and enter the name of the report you wish to view. ╔═════════════════════════▌ View Reports Onscreen ▐══════════════════════════╗ ║██ ██░ ████░ ████░ ██░ ██░ ██▄██░ █████░ ██▄██░ ▄███▄ ██▄██░ ██████║ ║ ██ ██░ ██░ ██░ ██░ █░ ██░ ██░██░ ██░ ██░██░ ██░██░ ██░██░ ██░ ║ ║ ██ ██░ ██░ ███░ ██░███░██░ █████░ ████░ █████░ ██░██░ █████░ ██░ ║ ║ ████░ ██░ ██░ ███░███░ ██▀█░ ██░ ██░ ██░██░ ██▀█░ ██░ ║ ║ ██░ ████░ ████░ ██░██░ ██░██░ █████░ ██░ ▀███▀ ██░██░ ██░ ║ ║ ║ ║ Use this option to view (and optionally print) any report written to disk. ║ ║ Press Enter/Return on an empty prompt to display all files with the ║ ║ extension of '.TXT'. ║ ║ No limit on file size, but a large file/report takes longer to 'load'... ║ ║ ║ ║ Enter Report File Name to View On Screen: ║ ╚════════════════════════════════════════════════════════════════════════════╝ If the file does not exist, or you press enter on an empty prompt, a window will appear showing all reports in the current directory. It is assumed that all reports will have the extension of '.TXT', which is the DAYO standard. DAYO SMS, TJS LAB Page: 171 All reports are displayed in the window, even if they are too large... ╔═══════════════════════════════════════╗ ║ File Name Size Date Used ║ ╟──────────────┬────────────┬───────────╢ ║DAYOERR.TXT │ 1090 │ 06/15/90 ║ ║BALANCE.TXT │ 3555 │ 06/15/90 ║ ║GL900615.TXT │ 79 │ 06/15/90 ║ ║CONFIG.TXT │ 1209 │ 06/15/90 ║ ║BUDGETSC.TXT │ 4129 │ 06/15/90 ║ ║CLASSRPT.TXT │ 1058 │ 06/02/90 ║ ║COA.TXT │ 1158 │ 06/02/90 ║ ┌────────────────────────┐ ║GL900602.TXT │ 1759 │ 06/02/90 ║ │ Highlight the Report │ ║PERIODS.TXT │ 968 │ 06/15/90 ║ │ using the Up or Down │ ║TRANS3.TXT │ 659 │ 06/02/90 ║ │ arrow keys, then press │ ║TRIAL.TXT │ 6712 │ 06/15/90 ║ │ Enter/Return. │ ║INC_EXP.TXT │ 3291 │ 06/15/90 ║ └────────────────────────┘ ║TRANS1.TXT │ 659 │ 06/15/90 ║ ║ASSETS.TXT │ 1300 │ 06/15/90 ║ ║EQUITY.TXT │ 714 │ 06/15/90 ║ ╚══════════════╧════════════╧═══════════╝ ■ REPORT VIEWING SCREEN The report viewing screen uses the complete screen. The top line displays the report name. The bottom lines show you the function keys, all 2 of them. Also displayed at the bottom of the screen is the current row/column of the cursor position. DAYORPT View Reports │ File Name: ITEMLIST.TXT Page No. 1 07/27/90 INVENTORY ITEM LISTING Vendor or Item Mfg Item Description ------------ ------------ ------------------------------ 2" GUTTER 2" GUTTER SYSTEM _____________ 2ALM518 2" ALMOND COIL _____________ 2ALM519 2" ALMOND COIL _____________ 2ALM527 2" ALMOND COIL _____________ 2ALM533 2" ALMOND COIL _____________ 2ANT123 2" ANT IVORY COIL _____________ DAYO SMS, TJS LAB Page: 172 ■ MISCELLANEOUS ROUTINES The MISC routines is a collection of 17 very useful Database Management Routines. These routines provide you with the 'ability to do whatever was left out of the rest of the program...'. These routines were modeled after dBase (tm) III+/IV functions. Familiarity with dBase will help with the understanding and execution of these routines. USE WITH CAUTION! YOU CAN ENHANCE AND CUSTOMIZE YOUR PROGRAM WITH THESE ROUTINES YOU CAN ALSO MESS THINGS UP PERMANENTLY! ■ MISC ROUTINES MENU: ╔═══════════════════╗ ║ MISC ROUTINES ║ ╟───────────────────╢╔═══════════════════════════════════════════════════════╗ ║ APPEND FROM ║║ This menu option provides you with a multitude of ║ ║ BROWSE DATABASES ║║ database management tools and functions, but also ║ ║ COPY (.DBF) TO ║║ can be a source of significant problems! ║ ║ CREATE DATABASE ║║ ║ ║ DELETE RECORDS ║║ Miscellaneous Routines was provided to give you a ║ ║ ERASE FILE ║║ 'back door' to DAYO, but if used incorrectly, it ║ ║ EXIT TO DOS ║║ can damage or destroy your data! ║ ║ INDEX A DATABASE ║║ ║ ║ LIST FIELDS ║║ Adding records to databases, packing, appending, ║ ║ PACK DATABASE ║║ editing records and modify databases can ║ ║ MODIFY DATABASE ║║ corrupt the indexes related to the database(s)! ║ ║ RECALL RECORDS ║║ You must know to reindex (Alt F9) if you do any ║ ║ RETURN TO MENU ║║ of these operations... ║ ║ RUN (DOS COMMAND) ║║ ║ ║ SIMPLE EDITOR ║║ When modifying a database, the rule is to NEVER ║ ║ SORT DATABASE ║║ change an existing field; only to add new fields... ║ ║ TYPE (PRINT) FILE ║║ ║ ║ ZAP DATABASE ║║ Remember that 'ZAP' means to remove (permanently) ║ ╟───────────────────╢║ all records in the selected database! ║ ║ Select Option ║╚═══════════════════════════════════════════════════════╝ ╚═══════════════════╝ DAYO SMS, TJS LAB Page: 173 ■ APPEND FROM Used to copy records from one database into another database, or to create records from ASCII files (SDF or DELIMITED). The Initial Screen will prompt you to enter the file name of the database you are to append/copy the data into. At this point, you can either type in the name of the target database, or ... ┌──────────────────────────────[ APPEND FROM ]───────────────────────────────┐ │ Enter Database Name To Append Data Into: │ │ Enter Nothing For Listing Of Current Directory... │ └────────────────────────────────────────────────────────────────────────────┘ If it exists in the current directory, press enter on an empty prompt to display all databases to select from. ┌──────────────────────────────[ APPEND FROM ]──────────────────────────────┐ │ │ │ Enter Database Name To Append Data Into: │ │ Enter┌────────[ PICK A DATABASE ]───────────┐y... │ │ │ FILE NAME SIZE DATE USED│ │ │ ├──────────────┬────────────┬──────────┤ │ │ │INVENT.DBF │ 375 │ 09/16/89 │ │ │ │AR.DBF │ 7219 │ 09/16/89 │ │ │ │HISTORY.DBF │ 103 │ 09/16/89 │ │ │ │PERSONS.DBF │ 24271 │ 09/16/89 │ │ │ │CUSTOMER.DBF │ 289 │ 09/16/89 │ │ │ └──────────────┴────────────┴──────────┘ │ │ ┌───────────────────────┐│ │ │ Highlight a database ││ │ │ using the ││ │ │ arrow keys, then press││ │ │ Enter/Return. ││ │ └───────────────────────┘│ │ │ └───────────────────────────────────────────────────────────────────────────┘ The next prompt will be to select the type of Append: ┌──────────────────────────────[ APPEND FROM ]─────────────────────────────┐ │ │ │ Enter Database Name To Append Data Into: │ │ Enter Nothing For Listing Of Current Directory... │ │ │ │ Append Data Into INVENT.DBF │ │ │ │ Type of Append: Standard SDF DELIMITED │ │ │ └──────────────────────────────────────────────────────────────────────────┘ DAYO SMS, TJS LAB Page: 174 If you are appending from another database (.DBF) then select 'Standard'. Select the SDF option if you are appending from a 'flat' ASCII file. Select the DELIMITED option if you are appending from a delimited ASCII file. Delimited files contain records in which the fields are separated by commas, and its character fields contained in double quotes... If you select a Standard Append, you will then be prompted to enter the name of the database you wish to get the data from. If you selected the SDF or DELIMITED options, then enter the file name containing the data to be appended into your target database. ┌──────────────────────────────[ APPEND FROM ]─────────────────────────────┐ │ │ │ Enter Database Name To Append Data Into: │ │ Enter Nothing For Listing Of Current Directory... │ │ │ │ Append Data Into PERSONS.DBF │ │ │ │ Type of Append: Standard SDF DELIMITED │ │ │ │ Enter Database Name To Append Data FROM: PERSON1.TXT │ │ │ │ │ └──────────────────────────────────────────────────────────────────────────┘ The number of records appended into the target database will be displayed upon completion of the task... ┌──────────────────────────────[ APPEND FROM ]───────────────────────────────┐ │ │ │ Enter Database Name To Append Data Into: │ │ Enter Nothing For Listing Of Current Directory... │ │ │ │ Append Data Into INVENT.DBF From INVENTY.DBF │ │ │ │ Type of Append: Standard SDF DELIMITED │ │ │ │ Enter Database Name To Append Data FROM: INVENTY.DBF │ │ │ │ │ │ │ │ There Were 1 Records Appended Into INVENT.DBF │ │ │ │ │ │ │ │ Press Any Key To Continue... │ │ │ └────────────────────────────────────────────────────────────────────────────┘ DAYO SMS, TJS LAB Page: 175 ■ BROWSE DATABASES Used to edit/view records in a database. Enter the database name you wish to edit/browse, or if it exists in the current directory, press enter on an empty prompt to bring up a window box to select from. ┌───────────────────────────────────────────────────────────────┐ │ Enter Database Name: INVENT.DBF │ │ │ └───────────────────────────────────────────────────────────────┘ If there exists an index (.NDX or .NTX), with the same name as the database, it will be utilized... The DAYO Inventory indexes are the exception. They are automatically set/used. An example of a browse screen: TJS LAB, PO BOX 585366 ┌────────────────────────────────[ BROWSE SDF ]──────────────────────────────┐ │ MFG_PART DESC PRICE LIST │ │──────────────────╥────────────────────────────────╥────────────╥───────────│ │ 19730 ║ DAYO CONFIGURATION SETTINGS ║ 896.16 ║ 1792.32 │ │ 23429 ║ DAYO CUSTOMER ║ 1064.19 ║ 2128.38 │ │ 14797 ║ DAYO END OF PERIOD/DAY ║ 672.12 ║ 1344.24 │ │ 38227 ║ DAYO FINANCE,PERSONNEL,PAYROLL ║ 1736.31 ║ 3472.62 │ │ 11098 ║ DAYO INVENTORY ║ 504.09 ║ 1008.18 │ │ 17264 ║ DAYO MISC ROUTINES ║ 784.14 ║ 1568.28 │ │ 30828 ║ DAYO PICK, INVOICING ║ 1400.25 ║ 2800.50 │ │ 35760 ║ DAYO PURCHASE ORDERS ║ 1624.29 ║ 3248.58 │ │ 25896 ║ DAYO QUOTES ║ 1176.21 ║ 2352.42 │ │ 62889 ║ DAYO ROPA ║ 2856.51 ║ 5713.02 │ │ 64122 ║ DAYO ROPA/ROPC SOURCE ║ 2912.52 ║ 5825.04 │ │ 28362 ║ DAYO SALES ORDERS, P.O.S. ║ 1288.23 ║ 2576.46 │ │ 33294 ║ DAYO VENDORS ║ 1512.27 ║ 3024.54 │ │ 66588 ║ DBASE TRAINING (PER HOUR) ║ 3024.54 ║ 6049.08 │ │ 16031 ║ EOP SOURCE ║ 728.13 ║ 1456.26 │ │ 49325 ║ EXPENSES SOURCE ║ 2240.40 ║ 4480.80 │ │ 39460 ║ FINANCE SOURCE ║ 1792.32 ║ 3584.64 │ ├──────────────────╨────────────────────────────────╨────────────╨───────────┤ │ Esc(EXIT) Ctrl N(ADD) Ctrl U(DELETE) F5(Find) │ └────────────────────────────────────────────────────────────────────────────┘ 51/60 DAYO SMS, TJS LAB Page: 176 To edit a memo field, just highlight the field, and start typing. * * * To save your work, once finished, YOU MUST PRESS Ctrl W UPON EXITING! ┌────────────────────────────────[ BROWSE SDF ]──────────────────────────────┐ │ PRICE LIST YOURPART NOTES │ │───────────────────────╥────────────╥─────────────────╥─────────────────────│ │ 896.16 ║ 1792.32 ║ ║ <Memo> │ │ 1064.19 ║ 2128.38 ║ ║ <Memo> │ │ 672.12 ║ 1344.24 ║ ║ <Memo> │ │ 1736.31 ║ 3472.62 ║ ║ <Memo> │ │ 504.09 ║ 1008.18 ║ ║ <Memo> │ │ 784.14 ║ 1568.28 ║ ║ <Memo> │ │ 1400.25 ║ 2800.50 ║ ║ <Memo> │ ┌────────────────────────────[ Edit Field: NOTES ] ──────────────────────────┐ │You can edit memo fields too... │ │ │ │ │ │ │ │ │ │ │ │ │ └───────────────────────[ Esc (ABORT) Ctrl W (SAVE) ]─────────────────────┘ │ Esc(EXIT) Ctrl N(ADD) Ctrl U(DELETE) F5(Find) │ └────────────────────────────────────────────────────────────────────────────┘ Special keys for 'moving around' the BROWSE screen are: Left Arrow Key - Move to next field to your left Right Arrow Key - Move to next field to your right Ctrl Home - Go to the leftmost field Ctrl End - Go to the rightmost field (on the end of the record) Up Arrow - Move highlight to the previous record Down Arrow - Move highlight to the next record PgUp - Page up a full screen of records PgDn - Page down a full screen of records Ctrl PgUp - Go to the beginning of the file Ctrl PgDn - Go to the end or last record of the file Ctrl N - Add a record (where applicable) Ctrl U - Delete a record (where applicable) F5 - To seek/find a record based upon the active index Esc - Exit the current operation Remember that there are many more fields to the right of the screen. Press the right arrow key to view them... DAYO SMS, TJS LAB Page: 177 ■ COPY (.DBF) TO Copy records to another (new) database. Use this option to copy select records into a new database or ASCII (SDF and DELIMITED) file. COPY TO can also be used to create backups of data (IE: copy to floppy). ┌─────────────────────────────[ COPY (.DBF) TO ]─────────────────────────────┐ │ │ │ Enter Database Name To COPY FROM: │ │ Enter┌────────[ PICK A DATABASE ]───────────┐y... │ │ │ FILE NAME SIZE DATE USED│ │ │ ├──────────────┬────────────┬──────────┤ │ │ │HARPS.DBF │ 375 │ 09/16/89 │ │ │ │INVENT.DBF │ 7335 │ 09/16/89 │ │ │ │SDFFILE.DBF │ 103 │ 09/16/89 │ │ │ │MORE1234.DBF │ 24387 │ 09/16/89 │ │ │ │AP.DBF │ 289 │ 09/16/89 │ │ │ └──────────────┴────────────┴──────────┘ │ │ ┌───────────────────────┐│ │ │ Highlight a database ││ │ │ using the ││ │ │ arrow keys, then press││ │ │ Enter/Return. ││ │ └───────────────────────┘│ └────────────────────────────────────────────────────────────────────────────┘ The next prompt will be to select the type of COPY TO option you want: ┌──────────────────────────────[ COPY (.DBF) TO ]────────────────────────────┐ │ │ │ Enter Database Name To COPY FROM: INVENT.DBF │ │ Enter Nothing For Listing Of Current Directory... │ │ │ │ │ │ Type of Copy To: Standard SDF DELIMITED STRUCTURE │ │ │ │ │ │ Copy Records From INVENT.DBF │ └────────────────────────────────────────────────────────────────────────────┘ The Standard option is simply creating another database (.DBF). The SDF and DELIMITED options will create ASCII files. The STRUCTURE option creates a new database with the same file structure as the initial database (no records copied). DAYO SMS, TJS LAB Page: 178 The next prompt (optional), requires some knowledge of dBase (tm). This prompt is requesting the user to enter a condition or filter. If all records are to be copied, just press Enter on an empty prompt. ┌╔═══════════════════════════[ FIELD NAMES & TYPE ]═════════════════════════╗┐ │║ ║│ │║PART{C} ■ MFG_PART{C} ■ DESC{C} ■ PRICE{N} ■ LIST{N} ■ YOURPART{C} ■ ║│ │║NOTES{M} ■ ║│ │╚══════════════════════════════════════════════════════════════════════════╝│ │ │ │ │ │ Type of Copy To: Standard SDF DELIMITED STRUCTURE │ │ │ │ Enter SDF File Name To Copy Data TO: NEW.DBF │ │ │ │ Enter Condition: │ │ Sample condition: COST > 100 │ │ │ │ │ │ Copy Records From NEW │ └────────────────────────────────────────────────────────────────────────────┘ This 'Condition' option is useful for coping only specific records into a new location. Any valid dBase/Clipper statement (as shown next) is fine... ┌╔═══════════════════════════[ FIELD NAMES & TYPE ]═════════════════════════╗┐ │║ ║│ │║PART{C} ■ MFG_PART{C} ■ DESC{C} ■ PRICE{N} ■ LIST{N} ■ YOURPART{C} ■ ║│ │║NOTES{M} ■ ║│ │╚══════════════════════════════════════════════════════════════════════════╝│ │ │ │ Type of Copy To: Standard SDF DELIMITED STRUCTURE │ │ │ │ Enter SDF File Name To Copy Data TO: NEW DBF │ │ │ │ Enter Condition: PRICE>0 │ │ Sample condition: COST > 100 │ │ │ │ Copy Records From NEW │ └────────────────────────────────────────────────────────────────────────────┘ DAYO SMS, TJS LAB Page: 179 The following window message will appear while the COPY TO routine does its task: ┌╔═══════════════════════════[ FIELD NAMES & TYPE ]═════════════════════════╗┐ │║ ║│ │║PART{C} ■ MFG_PART{C} ■ DESC{C} ■ PRICE{N} ■ LIST{N} ■ YOURPART{C} ■ ║│ │║NOTES{M} ■ ║│ │╚══════════════════════════════════════════════════════════════════════════╝│ │ │ │ Type of Copy To: Standard SDF DELIMITED STRUCTURE │ │ │ │ Enter SDF File Name To Copy Data TO: NEW10 │ │ │ │ Enter Condition: PRICE>0 │ │ Sample cond┌───────────────────────────────────────────────┐ │ │ │┌─────────────────────────────────────────────┐│ │ │ CONDITION: ││┌───────────────────────────────────────────┐││ │ │ │││┌─────────────────────────────────────────┐│││ │ │ ││││Hold those camels while I do this COPY TO││││ │ │ │││└─────────────────────────────────────────┘│││ │ │ ││└───────────────────────────────────────────┘││ │ │ │└─────────────────────────────────────────────┘│ │ │ └───────────────────────────────────────────────┘ │ │ Copy Records From SDF To NEW10 │ └────────────────────────────────────────────────────────────────────────────┘ ■ CREATE DATABASE Create a new database. This routine lets you create entirely new database structures. At the FIELD_NAME field, enter a unique field name. At the FIELD_TYPE field, enter a 'C' for character, 'N' for numeric, 'D' for Date, 'L' for logical or 'M' for memofield. At the FIELD_LEN field, enter the size/length of the character and/or numeric field. At the FIELD_DEC field, enter the number of decimals for the numeric field. ┌───────[ CREATE A NEW DATABASE: NEW.DBF ]────────┐ │ FIELD_NAME FIELD_TYPE FIELD_LEN FIELD_DEC │ │────────────╥────────────╥───────────╥───────────│ │ ║ ║ 0 ║ 0 │ │ ║ ║ ║ │ │ ║ ║ ║ │ ┌─────────────│ ║ ║ ║ │────────────┐ │ │ ║ ║ ║ │ │ │ ENTER TH│ ║ ║ ║ │ │ │ │ ║ ║ ║ │ │ └─────────────│ ║ ║ ║ │────────────┘ │────────────╨────────────╨───────────╨───────────│ │ Press Enter to edit any field... │ └──────[ PRESS Ctrl W TO SAVE AND EXIT ]────────┘ DAYO SMS, TJS LAB Page: 180 * * * TO EDIT ANY FIELD, YOU MUST PRESS Enter FIRST * * * IT IS SLIGHTLY BOTHERSOME SORRY! WANT YOU TO THINK ABOUT WHAT YOU ARE DOING... *** If any error is made in this routine, you will experience an error, either immediately, or when you start to edit the new database. This error may even cause your computer to hang! *** Be sure to Press: Ctrl W when you are finished and satisfied. Pressing Esc will just negate your efforts.. ┌───────[ CREATE A NEW DATABASE: NEW.DBF ]────────┐ │ FIELD_NAME FIELD_TYPE FIELD_LEN FIELD_DEC │ │────────────╥────────────╥───────────╥───────────│ │ NAME ║ C ║ 30 ║ 0 │ │ AGE ║ N ║ 5 ║ 1 │ │ DEAD ║ L ║ 1 ║ 0 │ │ BIRTHDATE ║ D ║ 8 ║ 0 │ ┌─────────────│ REMARKS ║ M ║ 10 ║ 0 │────────────┐ │ │ ║ ║ 0 ║ 0 │ │ │ ENTER TH│ ║ ║ ║ │ │ │ │ ║ ║ ║ │ │ │ │ ║ ║ ║ │ │ └─────────────│ ║ ║ ║ │────────────┘ │ ║ ║ ║ │ │────────────╨────────────╨───────────╨───────────│ │ Press Enter to edit any field... │ └──────[ PRESS Ctrl W TO SAVE AND EXIT ]────────┘ DAYO SMS, TJS LAB Page: 181 ■ DELETE RECORDS Delete selected records from databases. The first prompt is for the name of the database you wish to mark records for deletion. Like many of the other routines, you can press enter on an empty prompt to bring up all databases that exist in the current directory: ┌────────[ PICK A DATABASE ]───────────┐ │ FILE NAME SIZE DATE USED│ ├──────────────┬────────────┬──────────┤ │D.DBF │ 259 │ 09/16/89 │ │DDD.DBF │ 375 │ 09/16/89 │ │NEW.DBF │ 195 │ 09/17/89 │ │SDF.DBF │ 7335 │ 09/16/89 │ │TRASH.DBF │ 24387 │ 09/16/89 │ │XXX.DBF │ 289 │ 09/16/89 │ ┌────────────────────────┐ └──────────────┴────────────┴──────────┘ │ Highlight a database │ │ using the │ ┌────────────────────────[ DELETE SELECTED RECORDS ]│ arrow keys, then press │ │ Enter Database Name: │ Enter/Return. │ │ └────────────────────────┘ │ │ └────────────────────────────────────────────────────────────────────────────┘ After selecting the database, all its fields will be presented atop the screen so as to aid the user in entering a condition/filter. The use of the condition prompt is NOT optional, so some knowledge of dBase/Clipper syntax is required. Note the use of the Clipper Function: EMPTY(). ╒╔═══════════════════════════[ FIELD NAMES & TYPE ]══════════════════════════╗ │║ ║ ╘║PART{C} ■ MFG_PART{C} ■ DESC{C} ■ PRICE{N} ■ LIST{N} ■ YOURPART{C} ■ ║ ║NOTES{M} ■ ║ ╚═══════════════════════════════════════════════════════════════════════════╝ ┌────────────────────────[ DELETE SELECTED RECORDS ]─────────────────────────┐ │ Enter Database Name: TRASH │ │ Delete Records For Condition: EMPTY(PART) │ │ Sample condition: COST > 100 │ │ CONDITION: EMPTY(PART) │ │ Number of Records Deleted: 208 │ │ Press any key to continue... │ └────────────────────────────────────────────────────────────────────────────┘ The number of records deleted will be displayed upon the screen as depicted just above... DAYO SMS, TJS LAB Page: 182 ■ ERASE FILE Erase a file (forever!). Use this option with extreme care! Again, be careful! ANY FILE SELECTED WITH THIS OPTION WILL BE PERMANENTLY REMOVED FROM EXISTENCE NO SECOND CHANCES HERE... The first prompt is for the file name. You can press enter on an empty prompt to bring up a window selection of all files in the current directory. ┌────────────────────────┐ ┌────────[ ERASE THE FILE ]────────────┐ │ Highlight a file │ │ FILE NAME SIZE DATE USED│ │ using the │ ├──────────────┬────────────┬──────────┤ │ arrow keys, then press │ │B.BAT │ 222 │ 09/16/89 │ │ Enter/Return. │ │BKDOOR.$$$ │ 8192 │ 09/16/89 │ └────────────────────────┘ │BKDOOR.DOC │ 37029 │ 09/17/89 │ │BKDOOR.ZIP │ 19415 │ 09/16/89 │ │D.DBF │ 259 │ 09/16/89 │ │D.DBT │ 512 │ 09/16/89 │ │DAYOBK.BAK │ 36879 │ 09/16/89 │ │DAYOBK.LIB │ 36879 │ 09/16/89 │ │DAYOBK.LST │ 2056 │ 09/16/89 │ │DAYOBK.OBJ │ 35585 │ 09/16/89 │ │DAYOCAL.MAP │ 35 │ 09/16/89 │ │DDD.DBF │ 375 │ 09/16/89 │ │DDD.DBT │ 512 │ 09/16/89 │ │DDD.NTX │ 2048 │ 09/16/89 │ │DEMO.EXE │ 245404 │ 09/16/89 │ └──────────────┴────────────┴──────────┘ More * To ERASE a file, just highlight it, then press Enter... ■ EXIT TO DOS This option will close all open files and databases and exit to DOS without having to return to the main menu exit routine. DAYO SMS, TJS LAB Page: 183 ■ INDEX A DATABASE You will be prompted to select the database you wish to index. After selecting the database, by typing in the name or pressing Enter on an empty prompt (then selecting from the window), you will be given a listing of all fields in that database atop the screen. ┌────────[ PICK A DATABASE ]───────────┐. │ FILE NAME SIZE DATE USED│ ├──────────────┬────────────┬──────────┤ │DAD.DBF │ 259 │ 09/16/89 │ │NEW.DBF │ 195 │ 09/17/89 │ │SPW.DBF │ 7335 │ 09/16/89 │ │SOW.DBF │ 103 │ 09/16/89 │ │BOY.DBF │ 24387 │ 09/17/89 │ │SHI.DBF │ 289 │ 09/16/89 │ ┌────────────────────────┐ └──────────────┴────────────┴──────────┘ │ Highlight a database │ │ using the │ ┌───────────────────[ INDEX A DATABASE ]───│ arrow keys, then press │ │ Enter Database Name: │ Enter/Return. │ │ └────────────────────────┘ └───────────────────────────────────────────────────────────────┘ You will now be prompted to enter the name of the Index File. It will be (by default), named exactly the same as the selected database, with the exception of the extension. This will default to .NDX or .NTX depending on whether you linked NDX.OBJ with your application. *** Remember that the BROWSE routine only looks at indexes with the same name as the database. ╒╔═══════════════════════════[ FIELD NAMES & TYPE ]══════════════════════════╗ │║ ║ ╘║PART{C} ■ MFG_PART{C} ■ DESC{C} ■ PRICE{N} ■ LIST{N} ■ YOURPART{C} ■ ║ ║NOTES{M} ■ ║ ╚═══════════════════════════════════════════════════════════════════════════╝ ┌───────────────────[ INDEX A DATABASE ]────────────────────────┐ │ Enter Name of Index File: TRASH.NTX │ └───────────────────────────────────────────────────────────────┘ DAYO SMS, TJS LAB Page: 184 At the prompt for the index key, enter a field name, or a valid dBase/Clipper expression. ╒╔══════════════════════════[ FIELD NAMES & TYPE ]═══════════════════════════╗ │║ ║ ╘║PART{C} ■ MFG_PART{C} ■ DESC{C} ■ PRICE{N} ■ LIST{N} ■ YOURPART{C} ■ ║ ║NOTES{M} ■ ║ ╚═══════════════════════════════════════════════════════════════════════════╝ ┌───────────────────[ INDEX A DATABASE ]────────────────────────┐ │ Enter Name of Index File: TRASH.NTX │ │ Enter the Key Expression: PART+MFG_PART │ └───────────────────────────────────────────────────────────────┘ ■ LIST FIELDS List fields to screen or printer. This routine is a great tool for providing simple reports and lists. The first prompt will be for the database you wish to work with. Type the name of the file, or press Enter on an empty prompt to bring up a window of all databases in the current directory for selection. ┌────────[ PICK A DATABASE ]───────────┐ │ FILE NAME SIZE DATE USED│ ├──────────────┬────────────┬──────────┤ │INVEND.DBF │ 259 │ 09/16/89 │ │INVENT.DBF │ 375 │ 09/16/89 │ │NEW.DBF │ 195 │ 09/17/89 │ │SOMEDAY.DBF │ 7335 │ 09/16/89 │ │TANGO.DBF │ 103 │ 09/16/89 │ │AP.DBF │ 24387 │ 09/17/89 │ │BACKUP.DBF │ 289 │ 09/16/89 │ ┌────────────────────────┐ └──────────────┴────────────┴──────────┘ │ Highlight a database │ │ using the │ ┌──────────────────────────────────────────│ arrow keys, then press │ │ Enter Database Name: │ Enter/Return. │ │ └────────────────────────┘ └───────────────────────────────────────────────────────────────┘ DAYO SMS, TJS LAB Page: 185 The next prompt is for a condition or filter. This makes it possible to list only specific records that meet that condition you enter. The condition must be a valid dBase/Clipper expression, or none (to list all). ╒╔══════════════════════════[ FIELD NAMES & TYPE ]═══════════════════════════╗ │║ ║ ╘║PART{C} ■ MFG_PART{C} ■ DESC{C} ■ PRICE{N} ■ LIST{N} ■ YOURPART{C} ■ ║ ║NOTES{M} ■ ║ ╚═══════════════════════════════════════════════════════════════════════════╝ ┌─────────────────────────────────────────────────────┐ │ Enter Filter: │ │ IE: ID = "SAM0909" .AND. RETAIL > 10000 │ └─────────────────────────────────────────────────────┘ ┌───────────────────────────────────────────────────────────────┐ │ Enter Database Name: │ │ │ └───────────────────────────────────────────────────────────────┘ A window box appears next displaying all the fields in the selected database and an option to list all fields. Highlight any combination of fields ( or ALL) that you want listed. ╒╔═┌─────────────────┐═══════[ FIELD NAMES & TYPE ]══════════════════════════╗ │║ │ PICK THE FIELDS │ ║ ╘║P│ YOU WANT LISTED │} ■ DESC{C} ■ PRICE{N} ■ LIST{N} ■ YOURPART{C} ■ ║ ║ ├─────────────────┤ ║ ╚═│■■ ALL ■■ │═══════════════════════════════════════════════════════╝ │RECNO() │ │MFG_PART │ │PRICE │ │YOURPART │ ┌────────────────────────────────────────────────────┐ │NOTES │ │ Enter Filter: │ ├─────────────────┤ │ EG: ID = "SAM0909" .AND. RETAIL > 10000 │ │PRESS Esc TO EXIT│ └────────────────────────────────────────────────────┘ └─────────────────┘────────────────────────────────────────────────────┐ │ Enter Database Name: │ └───────────────────────────────────────────────────────────────┘ DAYO SMS, TJS LAB Page: 186 The fields you select will be displayed at center top of screen. Press Esc to exit the "PICK THE FIELDS YOU WANT LISTED" window. ╒╔═┌─────────────────┐═══════[ FIELD NAMES & TYPE ]══════════════════════════╗ │║ │ PICK THE FIELDS │ ║ ╘║P│ YOU WANT LISTED │} ■ DES┌────────────────────┐{N} ■ YOURPART{C} ■ ║ ║N├─────────────────┤ │PART │ ║ ╚═│■■ ALL ■■ │═══════│MFG_PART │══════════════════════════╝ │RECNO() │ │PRICE │ │PART │ └────────────────────┘ │PRICE │ │YOURPART │ ┌────────────────────────────────────────────────────┐ │NOTES │ │ Enter Filter: │ ├─────────────────┤ │ EG: ID = "SAM0909" .AND. RETAIL > 10000 │ │PRESS Esc TO EXIT│ └────────────────────────────────────────────────────┘ └─────────────────┘────────────────────────────────────────────────────┐ │ Enter Database Name: │ └───────────────────────────────────────────────────────────────┘ At the next prompt, you can send the list to the SCREEN, PRINTER OR FILE. ╒╔═┌─────────────────┐═══════[ FIELD NAMES & TYPE ]══════════════════════════╗ │║ │ PICK THE FIELDS │ ║ ╘║P│ YOU WANT LISTED │} ■ DES┌────────────────────┐{N} ■ YOURPART{C} ■ ║ ║N├─────────────────┤ │PART │ ║ ╚═│■■ ALL ■■ │═══════│MFG_PART │══════════════════════════╝ │RECNO() │ │PRICE │ │PART │ └────────────────────┘ │DESC┌──────────────────────────────────────────────────────────────────┐ │PRIC│ Do you want to print the list to the SCREEN or PAPER or FILE ? │ │LIST│ │ │YOUR└──────────────────────────────────────────────────────────────────┘─┐ │NOTES │ │ Enter Filter: │ ├─────────────────┤ │ EG: ID = "SAM0909" .AND. RETAIL > 10000 │ │PRESS Esc TO EXIT│ └────────────────────────────────────────────────────┘ └─────────────────┘────────────────────────────────────────────────────┐ │ Enter Database Name: │ └───────────────────────────────────────────────────────────────┘ DAYO SMS, TJS LAB Page: 187 The list is very simple, and if displayed onto the screen, may look like the following: PART MFG_PART PRICE 4523 0.00 DAYO9S 41926 1904.34 DAYO10S 13564 616.11 DAYOCOMP 45625 2072.37 DAYOALLS 43159 1960.35 INDEXER 50558 2296.41 INDEXERS 51791 2352.42 5 DEMO 4932 224.04 DAYO13S 20963 952.17 MENUS 53024 2408.43 OFFSITEP 56724 2576.46 ONSITEP 57957 2632.47 DAYO2S 24662 1120.20 DAYO9 40693 1848.33 DAYO10 12331 560.10 DAYOCAL$ 44392 2016.36 DAYO13 19730 896.16 DAYO2 23429 1064.19 DAYO11 14797 672.12 DAYO8 38227 1736.31 DAYO1 11098 504.09 DAYO12 17264 784.14 DAYO5 30828 1400.25 ......PRESS ANY KEY TO CONTINUE...... ■ MODIFY DATABASE Change the fields/structure of a database. You can add new fields, delete fields, change the length and type of field in any of the databases. At the FIELD_NAME field, enter a unique field name. At the FIELD_TYPE field, enter a 'C' for character, 'N' for numeric, 'D' for Date, 'L' for logical or 'M' for memofield. At the FIELD_LEN field, enter the size/length of the character and/or numeric field. At the FIELD_DEC field, enter the number of decimals for the numeric field. ******************************************************** *** TO EDIT ANY FIELD, YOU MUST PRESS Enter FIRST *** *** IT IS SLIGHTLY BOTHERSOME SORRY! *** ******************************************************** *** If any error is made in this routine, you will experience an error, either immediately, or when you start to access the database. This error may even cause your computer to hang! DAYO SMS, TJS LAB Page: 188 *** Be sure to Press: Ctrl W when you are finished and satisfied. Pressing Esc will just negate your efforts.. ■ PACK DATABASE Pack a database (removed deleted records). This option will permanently remove any records marked for deletion. This is another routine you should use with great care! As in many of the other of the routines, you will be prompted to enter the name of the database you wish to pack. Enter the name or press Enter on an empty prompt to view the window. ┌─────┐ │PACK!│ └─────┘ ┌────────[ PICK A DATABASE ]───────────┐ │ FILE NAME SIZE DATE USED│ ├──────────────┬────────────┬──────────┤ │GOODDATA.DBF │ 259 │ 09/16/89 │ │HAP.DBF │ 375 │ 09/16/89 │ │NEW.DBF │ 195 │ 09/17/89 │ │SDF.DBF │ 7335 │ 09/16/89 │ │LOIN.DBF │ 103 │ 09/16/89 │ │TRASH.DBF │ 24387 │ 09/17/89 │ │FIX.DBF │ 289 │ 09/16/89 │ ┌────────────────────────┐ └──────────────┴────────────┴──────────┘ │ Highlight a database │ │ using the │ ┌──────────────────────────────────────────│ arrow keys, then press │ │ Enter Database Name: │ Enter/Return. │ └──────────────────────────────────────────└────────────────────────┘ After selecting the database, you will be prompted to respond with a Yes or No (to Pack or not to Pack...). This is the last chance you have to change your mind... ┌──────────────────────────────────────────────────────────────────────────┐ │ PACK TOM3 │ │ Are you sure you want to PACK (remove deleted records) ? N │ └──────────────────────────────────────────────────────────────────────────┘ │ Enter Database Name: │ └───────────────────────────────────────────────────────────────┘ DAYO SMS, TJS LAB Page: 189 ■ RECALL RECORDS Recalls records previously marked for deletion. This option is identical to the DELETE RECORDS option discussed earlier... ■ RETURN TO MENU Returns to the procedure that called MISC Routines. ■ RUN (DOS COMMAND) Run a DOS command (EG: dir/w). This option is helpful in that it allows you to run programs at the DOS level (within memory constraints). ┌───────────────────────────────────────────────────────────────────────────┐ │ RUN CD\DOS │ └───────────────────────────────────────────────────────────────────────────┘ One useful option is to type and Enter: COMMAND at this prompt. You will be running another DOS Shell totally out of the program (it still is in memory though). ┌───────────────────────────────────────────────────────────────────────────┐ │ RUN COMMAND │ └───────────────────────────────────────────────────────────────────────────┘ Press and Enter: EXIT to return to your Clipper Application. DAYO SMS, TJS LAB Page: 190 ■ SIMPLE EDITOR A simple editor and word processor. Use this option to create and read simple TEXT files. File size is limited to your machines capabilities or 32,000k. The first prompt is for the name of the file you wish to edit. Type in the name, or press Enter on an empty prompt to bring up a window option box containing all files in the current directory. ┌────────────────────────┐ ┌──────────[ EDIT THE FILE ]───────────┐ │ Highlight a file │ │ FILE NAME SIZE DATE USED│ │ using the │ ├──────────────┬────────────┬──────────┤ │ arrow keys, then press │ │B.BAT │ 222 │ 09/16/89 │ │ Enter/Return. │ │BKDOOR.DOC │ 56356 │ 09/17/89 │ └────────────────────────┘ │BKDOOR.ZIP │ 19415 │ 09/16/89 │ │DAYOBK.LIB │ 36879 │ 09/16/89 │ │DAYOBK.LST │ 2056 │ 09/16/89 │ ┌────────│DAYOBK.OBJ │ 35585 │ 09/16/89 │────────────────────────────┐ │ Enter t│DAYOCAL.MAP │ 35 │ 09/16/89 │ │ │ Press E│DDD.DBF │ 375 │ 09/16/89 │urrent directory listing. │ └────────│DDD.DBT │ 512 │ 09/16/89 │────────────────────────────┘ │DDD.NTX │ 2048 │ 09/16/89 │ │DEMO.EXE │ 245404 │ 09/16/89 │ │DEMO.MAP │ 7780 │ 09/16/89 │ └──────────────┴────────────┴──────────┘ More *** Note, this routine will try to load binary files (.EXE, .OBJ, .etc...), so be careful at what you select for viewing/editing. If you make ANY changes to the file, You MUST PRESS Ctrl W to SAVE those changes. If you exit with an Esc, all changes will be lost! ┌──────────────────────────────[ SIMPLE EDITOR ]─────────────────────────────┐ │CLIPPER demo │ │CLIPPER MISC │ │KWAIT 10 │ │LIB MISC-+MISC,MISC.LST,MISC │ │KWAIT 10 │ │TLINK DEMO,,,MISC \CLIPPER\CLIPPER \CLIPPER\EXTEND │ │KWAIT 10 │ │DEMO │ └────────────────────────────────────────────────────────────────────────────┘ Esc (ABORT) Ctrl W (SAVE) Initial Size: 222 1/0 DAYO SMS, TJS LAB Page: 191 Special keys for 'moving around' the SIMPLE EDITOR screen are: Left Arrow Key - Move to your left Right Arrow Key - Move to your right Ctrl Home - Go to the top, leftmost corner of window Ctrl End - Go to the bottom, rightmost corner of window Up Arrow - Move up one line Down Arrow - Move down one line PgUp - Page up a full screen PgDn - Page down a full screen Ctrl PgUp - Go to the beginning of the file Ctrl PgDn - Go to the end of the file * F2 - Import text from a text file * Ctrl W - Save Changes and Exit * Esc - ABORT Changes and Exit The margin may exceed the boundaries on the right side of the screen, but the text is easily accessed using the special keys above... ■ SORT DATABASE This option takes a database, sorts it, and copies the result into a new database. The first prompt is for the name of the database you want to sort. Enter the name, or press Enter on an empty prompt to bring up a window box containing all databases in the current directory. ┌────────[ PICK A DATABASE ]───────────┐ │ FILE NAME SIZE DATE USED│ ├──────────────┬────────────┬──────────┤ │DOG.DBF │ 259 │ 09/16/89 │ │CAT.DBF │ 375 │ 09/16/89 │ │CAR.DBF │ 195 │ 09/17/89 │ │BAM.DBF │ 7335 │ 09/16/89 │ │HARP.DBF │ 103 │ 09/17/89 │ │TRAIN.DBF │ 24387 │ 09/17/89 │ │HIPPY.DBF │ 289 │ 09/16/89 │ ┌────────────────────────┐ └──────────────┴────────────┴──────────┘ │ Highlight a database │ │ using the │ ┌───────────────────[ SORT A DATABASE ]────│ arrow keys, then press │ │ Enter Database Name: │ Enter/Return. │ │ └────────────────────────┘ │ │ └───────────────────────────────────────────────────────────────┘ DAYO SMS, TJS LAB Page: 192 The next prompt is for the name of the database you will be creating with the sorted data. ╒╔═══════════════════════════[ FIELD NAMES & TYPE ]══════════════════════════╗ │║ ║ ╘║PART{C} ■ MFG_PART{C} ■ DESC{C} ■ PRICE{N} ■ LIST{N} ■ YOURPART{C} ■ ║ ║NOTES{M} ■ ║ ╚═══════════════════════════════════════════════════════════════════════════╝ ┌───────────────────[ SORT A DATABASE ]─────────────────────────┐ │ Enter Database Name: INVNET.DBF │ │ Enter Name of Sorted File: INVNET1.DBF │ │ │ └───────────────────────────────────────────────────────────────┘ The next prompt is for the sort field (limited to 1 field)... ╒╔═════════════════════════[ FIELD NAMES & TYPE ]═══════════════════════════╗ ╘║PART{C} ■ MFG_PART{C} ■ DESC{C} ■ PRICE{N} ■ LIST{N} ■ YOURPART{C} ■ ║ ║NOTES{M} ■ ║ ╚══════════════════════════════════════════════════════════════════════════╝ ┌───────────────────[ SORT A DATABASE ]─────────────────────────┐ │ Enter Database Name: TOM.DBF │ │ Enter Name of Sorted File: TOM1.DBF │ │ Enter the Key Expression: PART │ └───────────────────────────────────────────────────────────────┘ ■ TYPE (PRINT) FILE Prints an ASCII/text file to screen or printer. The first prompt is for the file name. ┌───────────────────────[ TYPE TO SCREEN OR PRINTER ]────────────────────────┐ │ Enter the ASCII/TEXT file to TYPE: KISBBS.DOC │ │ Press Enter/Return on an empty field to get a current directory listing. │ └────────────────────────────────────────────────────────────────────────────┘ DAYO SMS, TJS LAB Page: 193 The display of the file (any type), is continuous, but can be paused by any key (except the Enter & Esc keys). Pressing the Enter key will slow the printing of the file onto the screen. Press Esc to Abort the display... A sample display: FUNCKEY...........MISC FUNIQUE...........MISC FZAP..............MISC GET_PIC1..........MISC ISDATA............MISC ISDBF.............MISC MENU_KEY..........MISC MISC..............MISC OKFILE............MISC PACKIT............MISC PICKDBF...........MISC PROCLIST..........MISC SHOW_INS2.........MISC STATLINE2.........MISC TOG_INS2..........MISC XKEY_CLEAR........MISC XKEY_NORM.........MISC XMEMO.............MISC MISC BKDOOR BROWSEIT CENTER1 COLORSET DBFUNCT DBFUNCT6 EDITOR FACHOICE FAPPEND FCOPY2 FDBF1 FDELETE FERASE FILESZ FILE_UDF FILT FINDER FINDEX FMAKEDB FMODYDB FNEW FRECALL FRUN FSCROLL1 FSORT FTYPEIT FUNCKEY FUNIQUE FZAP GET_PIC1 ISDATA ISDBF MENU_KEY MISC OKFILE PACKIT PICKDBF PROCLIST SHOW_INS2 STATLINE2 TOG_INS2 XKEY_CLEAR XKEY_NORM XMEMO PRESS ANY KEY TO CONTINUE... ■ ZAP DATABASE Totally erase all records in database (forever!). When you want to remove every record from a database, then use this option. Use with EXTREME CAUTION! The first prompt is for the file name. Enter the name of the database you are to 'clean out', or press Enter to select the database from a window containing all databases in the current directory. DAYO SMS, TJS LAB Page: 194 ┌────┐ │ZAP!│ └────┘ ┌────────[ PICK A DATABASE ]───────────┐ │ FILE NAME SIZE DATE USED│ ├──────────────┬────────────┬──────────┤ │DENVER.DBF │ 259 │ 09/16/89 │ │OHIO.DBF │ 375 │ 09/16/89 │ │NEWYORK.DBF │ 195 │ 09/17/89 │ │MONTANA.DBF │ 7335 │ 09/16/89 │ │SC.DBF │ 259 │ 09/17/89 │ │EARS.DBF │ 103 │ 09/17/89 │ │FRUIT.DBF │ 24387 │ 09/17/89 │ ┌────────────────────────┐ │MATH.DBF │ 259 │ 09/17/89 │ │ Highlight a database │ │CARROTS.DBF │ 289 │ 09/16/89 │ │ using the │ └──────────────┴────────────┴──────────┘───│ arrow keys, then press │ │ Enter Database Name: │ Enter/Return. │ └──────────────────────────────────────────└────────────────────────┘ You will be prompted one last time as to whether you still want to ZAP the selected database. Press Y for Yes, N for No... ┌────┐ │ZAP!│ └────┘ ┌──────────────────────────────────────────────────────────────────────────┐ │ ZAP TRASH │ │ Are you sure you want to ZAP (remove all records permanently) ? N │ │ │ └──────────────────────────────────────────────────────────────────────────┘ │ Enter Database Name: │ └───────────────────────────────────────────────────────────────┘ DAYO SMS, TJS LAB Page: 195 ■ HELP SCREENS While in the browse screens, some of the option windows, and in the SIMPLE EDITOR, pressing the F1 key, will display a help screen. BROWSE help: ┌──────────────────────[ DAYOSMS HELP: DBEDIT, 0, ]─────────────────────────┐ │ │ │- Special keys for 'moving around' the BROWSE screen are: │ │ │ │ Left Arrow Key - Move to next field to your left │ │ Right Arrow Key - Move to next field to your right │ │ Ctrl Home - Go to the leftmost field │ │ Ctrl End - Go to the rightmost field (on the end of the record)│ │ Up Arrow - Move highlight to the previous record │ │ Down Arrow - Move highlight to the next record │ │ PgUp - Page up a full screen of records │ │ PgDn - Page down a full screen of records │ │ Ctrl PgUp - Go to the beginning of the file │ │ Ctrl PgDn - Go to the end or last record of the file │ │ Ctrl N - Add a record (where applicable) │ │ Ctrl U - Delete a record (where applicable) │ │ F5,F6,F7 - To seek/find a record based upon the active index │ │ Esc - Exit the current operation │ │ │ │ Remember that there are many more fields to the right of the screen. │ │ Press the right arrow key to view them... │ └────────────────────────────────────────────────────────────────────────────┘ Option Box Help: ┌───────────────────────[ DAYOSMS HELP: ACHOICE, 0, ]───────────────────────┐ │ │ │ │ │ │ │ │ │ - Special keys for 'moving around' the Option Box are: │ │ │ │ Up Arrow - Move up one option │ │ Down Arrow - Move down one option │ │ PgUp - Page up multiple records │ │ PgDn - Page down multiple records │ │ Esc - ABORT and Exit │ │ │ │ │ │ After highlighting the option you desire, press Enter... │ │ │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────┘ DAYO SMS, TJS LAB Page: 196 Editor help: ┌──────────────────────[ DAYOSMS HELP: MEMOEDIT, 0, ]───────────────────────┐ │ │ │ - Special keys for 'moving around' the EDITOR screen are: │ │ │ │ Left Arrow Key - Move to your left │ │ Right Arrow Key - Move to your right │ │ Ctrl Home - Go to the top, leftmost corner of window │ │ Ctrl End - Go to the bottom, rightmost corner of window │ │ Up Arrow - Move up one line │ │ Down Arrow - Move down one line │ │ PgUp - Page up a full screen │ │ PgDn - Page down a full screen │ │ Ctrl PgUp - Go to the beginning of the file │ │ Ctrl PgDn - Go to the end of the file │ │ Ctrl W - SAVE Changes and Exit │ │ Esc - ABORT Changes and Exit │ │ F2 - Import another text file into your document │ │ │ │ The margin may exceed the boundaries on the right side of the screen, │ │ but the text is easily accessed using the special keys above... │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────┘ ■ EXPANDED HELP After Version 1.3, expanded help routines were added to all DAYO modules. At almost all prompts and menus you can press F1 for help. Help can be a function key message as displayed on previous page, a message that you have created (user defined & inputted), or the ability to read the documentation on the screen (saves paper). DAYO SMS, TJS LAB Page: 197 ■ USER DEFINED & INPUTTED HELP SCREENS/MESSAGES If you press F1 and no user defined & inputted message exists for that section of the program you are currently in you will receive a message to this effect, and then a blank/empty screen. The editing keys for this option are the same as for the Simple Editor (previous page). DAYO SMS Version 4.0 TJS LAB ┌───[February 1992]──┐ ┌──────[ DAYO HELP Called by Program: DAYOSMS Variable: OPT ]───────┐ │ │ │ │ │ │ │ │ │ │ │ │ │ ╔════════════════════════════════════════════════════════╗ │ │ ║ No Online Help Messages Exist for this prompt... ║ │ │ ║ ║ │ │ ║ You can type in any help message you wish, or ║ │ │ ║ press F1 to view the document for DAYOSMS. ║ │ │ ║ ║ │ │ ║ ║ │ │ ║ Press any key to continue... ║ │ │ ╚════════════════════════════════════════════════════════╝ │ │ │ │ │ ├───────────────────────────────────────────────────────────────────────────┤ │ Esc (Exit) Ctrl W (Save Changes) F1 (Read Manual) │ └───────────────────────────────────────────────────────────────────────────┘ If you wish to input anything at this point, just type whatever you wish, remembering to press Ctrl W to save all changes. Pressing Esc will not save ANY changes ( all effort you put into writing a help message will be lost! ). DAYO SMS, TJS LAB Page: 198 DAYO SMS Version 4.0 TJS LAB ┌───[February 1992]──┐ ┌───────[ DAYO HELP Called by Program: DAYOSMS Variable: OPT ]───────┐ │ │ │ │ │ │ │ Type in anything you wish about this portion of the program! │ │ │ │ The length of this file can be many pages... │ │ │ │ Be sure to press Ctrl W to save any changes/additions you make to this │ │ screen. │ │ │ │ │ │ │ │ │ │ │ │ │ ├────────────────────────────────────────────────────────────────────────────┤ │ Esc (Exit) Ctrl W (Save Changes) F1 (Read Manual) 13/4 │ └────────────────────────────────────────────────────────────────────────────┘ ■ VIEW DOCUMENTATION ON SCREEN To view the documentation for the module you are in, it must first exist in the current directory. Document files are named the same as the module, and have the extension of '.DOC', ie: DAYOSMS.DOC, DAYOPOS.DOC, DAYOPAY.DOC. Press F1 in the User Defined & Inputted Help Message screen to display the document (user manual). The special keys in this option are displayed in the Help Screen (press F1 again) for this option: ╔══════════════════════════════════════════════════════════════════════════╗ ║ While viewing the document for DAYOSMS the keyboard is configured ║ ║ as followed: ║ ║ ║ ║ Esc Exit ║ ║ F5 Find a string. This search is not case sensitive ║ ║ Examples: Page 50 ║ ║ INTRODUCTION ║ ║ REPORTS ║ ║ Home Return to the beginning of the document ║ ║ End Go to the bottom of the document ║ ║ PgUp Page up ║ ║ ║ ║ Any other key moves acts like PgDn (page down) ║ ║ ║ ║ Press any key to continue... ║ ╚══════════════════════════════════════════════════════════════════════════╝ DAYO SMS, TJS LAB Page: 199 ■ DATABASE STRUCTURES DAYO Sales Management system utilizes over 34 databases. The critical ones are: BOM.DBF INV2.DBF SALUTATE.DBF CALENDAR.DBF LEASING1.DBF SHIPPER.DBF CONTACTS.DBF LEASING2.DBF SHIPTOS.DBF CUSTMEMO.DBF LEASING3.DBF SPECIAL.DBF CUSTOMER.DBF LEASING4.DBF TAXCODE.DBF DBA2.DBF PDRIVER.DBF TERMS.DBF DEPT.DBF PRODFILE.DBF TITLE.DBF DIVISION.DBF PRODUCTS.DBF TYPE.DBF EVENTS.DBF QUONOTES.DBF VENDORS.DBF EVENTSD.DBF QUOTES.DBF WAREHOUS.DBF GROUP.DBF QUOTESD.DBF INV.DBF SALESPER.DBF ■ DATABASE - BOM.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 ITEM Character 12 2 ITEM2 Character 12 ───── ────────── ───────── ───── ──────── Total 25 DAYO SMS, TJS LAB Page: 200 ■ DATABASE - CALENDAR.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 CONTACT Numeric 6 2 CUSTOMER Numeric 6 3 SALESPER Character 3 4 DATE Date 8 5 TIME Character 8 6 TYPE Character 3 7 COMMENT Character 60 8 PRIORITY Numeric 2 9 LENGTH Numeric 4 10 FREQUENCY Numeric 4 11 CDATE Date 8 12 CTIME Character 8 13 LASTDATE Date 8 14 LASTTIME Character 8 15 PERFORMED Logical 1 16 BY Character 10 17 PROBABLE Numeric 3 18 COMP_ORIG Character 1 19 CLOSING Date 8 20 NOTES Memo 10 21 QUOTE Numeric 6 ───── ────────── ───────── ───── ──────── Total 176 DAYO SMS, TJS LAB Page: 201 ■ DATABASE - CONTACTS.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 CUSTOMER Numeric 6 2 CONTACT Numeric 6 3 LNAME Character 15 4 FNAME Character 15 5 COMPANY Character 30 6 SALESPER Character 3 7 SALUTATION Character 3 8 TITLE Character 30 9 ADDRESS1 Character 30 10 ADDRESS2 Character 30 11 CITY Character 22 12 STATE Character 2 13 ZIP Character 10 14 PHONE1 Character 20 15 PHONE2 Character 20 16 PHONE3 Character 20 17 PHONE4 Character 20 18 GROUP Character 4 19 DIVISION Character 10 20 DEPARTMENT Character 10 21 ORG_LEVEL Character 4 22 CARRIER Character 20 23 COUNTY Character 4 24 SMSA Character 4 25 EMAIL Character 20 26 YTD_SALES Numeric 10 2 27 POTENTIAL Numeric 10 2 28 DATE Date 8 29 LASTDATE Date 8 30 LASTTIME Character 8 31 NEXTDATE Date 8 32 NEXTTIME Character 8 33 FIELD1 Character 10 34 FIELD2 Character 10 35 FIELD3 Character 10 36 FIELD4 Character 10 37 FIELD5 Character 10 38 FIELD6 Character 10 39 FIELD7 Character 10 40 FIELD8 Character 10 41 FIELD9 Character 10 42 FIELD10 Character 10 43 COMMENT Character 50 44 NOTES Memo 10 ───── ────────── ───────── ───── ──────── Total 579 DAYO SMS, TJS LAB Page: 202 ■ DATABASE - CUSTMEMO.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 CUSTOMER Numeric 6 2 NOTES Memo 10 ───── ────────── ───────── ───── ──────── Total 17 ■ DATABASE - CUSTOMER.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 CUSTOMER Numeric 6 2 NAME Character 30 3 ATTN Character 30 4 ADDR1 Character 30 5 ADDR2 Character 30 6 CITY Character 22 7 STATE Character 2 8 ZIP Character 10 9 PHONE Character 20 10 SHIPNAME Character 30 11 SHIPADDR1 Character 30 12 SHIPADDR2 Character 30 13 SHIPCITY Character 22 14 SHIPSTATE Character 2 15 SHIPZIP Character 10 16 SHIPPHONE Character 20 17 SALESPER Character 3 18 RATE Numeric 10 3 19 TAXRATE Numeric 7 5 20 TAXRATE2 Numeric 7 5 21 TERMS Character 20 22 SHIPPER Character 20 23 DATE Date 8 24 LASTDATE Date 8 25 TYPE Character 3 26 CLASS Character 3 27 PBM Numeric 6 3 28 PBL Numeric 6 3 29 SALESPTD Numeric 10 2 30 SALESYTD Numeric 10 2 31 DUE Numeric 10 2 32 PAID_PURC Numeric 10 2 33 LIMIT Numeric 10 2 34 ACTIVE Logical 1 35 TAXCODE Character 3 36 FAX Character 14 37 FOB Character 20 38 PRICEX Numeric 1 39 CREDCARD Character 20 ───── ────────── ───────── ───── ──────── Total 535 DAYO SMS, TJS LAB Page: 203 ■ DATABASE - DBA2.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 CUSTOMER Numeric 6 2 COMPANY Character 30 3 SALESPER Character 3 4 YEAR_END Character 3 5 AP_CONTACT Character 30 6 AP_PHONE Character 20 7 AP_FAX Character 20 8 USE_PO Logical 1 9 USE_FRGT Logical 1 10 CREDLIMIT Numeric 10 2 11 SHIPPER Character 20 12 SIC Character 4 13 DUNN Character 12 14 BUSINESS Character 20 15 EMPLOYEES Numeric 7 16 EARNINGS Numeric 10 2 17 DATE Date 8 18 FIELD1 Character 10 19 FIELD2 Character 10 20 FIELD3 Character 10 21 FIELD4 Character 10 22 FIELD5 Character 10 23 FIELD6 Character 10 24 FIELD7 Character 10 25 FIELD8 Character 10 26 COMMENT Character 50 27 NOTES Memo 10 ───── ────────── ───────── ───── ──────── Total 346 ■ DATABASE - DEPT.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 DEPARTMENT Character 10 ───── ────────── ───────── ───── ──────── Total 11 DAYO SMS, TJS LAB Page: 204 ■ DATABASE - DIVISION.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 DIVISION Character 10 ───── ────────── ───────── ───── ──────── Total 11 ■ DATABASE - EVENTS.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 EVENT Numeric 6 2 NAME Character 30 3 DATE Date 8 4 TIME Character 8 ───── ────────── ───────── ───── ──────── Total 53 ■ DATABASE - EVENTSD.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 EVENT Numeric 6 2 CUSTOMER Numeric 6 3 TOTAL Numeric 10 2 ───── ────────── ───────── ───── ──────── Total 23 ■ DATABASE - GROUP.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 GROUP Character 4 ───── ────────── ───────── ───── ──────── Total 5 DAYO SMS, TJS LAB Page: 205 ■ DATABASE - INV.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 ITEM Character 12 2 DESC Character 30 3 ONHAND Numeric 10 3 4 ONORDER Numeric 10 3 5 DESC2 Character 30 6 BO Numeric 10 3 7 SOLDPTD Numeric 10 3 8 SOLDYTD Numeric 10 3 9 VENDITEM Character 12 10 VENDOR Character 10 11 DATE Date 8 12 LASTDATE Date 8 13 COST Numeric 10 3 14 RETAIL Numeric 10 3 15 PRICE Numeric 10 3 16 STOCKLEVEL Numeric 10 3 17 MIN Numeric 10 3 18 MAX Numeric 10 3 19 TYPE Character 3 20 CLASS Character 3 21 TAXABLE Logical 1 22 SERIALNO Logical 1 23 WEIGHT Numeric 8 2 24 UNIT Character 3 25 LOCATION Character 3 26 ALLOCATED Numeric 10 3 27 AVGCOST Numeric 10 3 28 REALCOST Numeric 10 3 29 PRICE1 Numeric 10 3 30 PRICE2 Numeric 10 3 31 PRICE3 Numeric 10 3 32 PRICE4 Numeric 10 3 33 PRICE5 Numeric 10 3 34 TI Logical 1 35 NS Logical 1 36 UNITQTY Numeric 10 37 PACKQTY Character 6 38 BOM Logical 1 39 ABC Character 1 40 VOLUME Numeric 10 2 41 BEGIN_QTY Numeric 10 3 42 CATEGORY Numeric 1 ───── ────────── ───────── ───── ──────── Total 364 DAYO SMS, TJS LAB Page: 206 ■ DATABASE - INV2.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 ITEM Character 12 2 DESC3 Character 30 3 DESC4 Character 30 4 DATE Date 8 5 NOTES Memo 10 ───── ────────── ───────── ───── ──────── Total 91 ■ DATABASE - LEASING1.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 FACTOR1 Numeric 10 2 2 YEAR2 Numeric 7 5 3 YEAR3 Numeric 7 5 4 YEAR4 Numeric 7 5 5 YEAR5 Numeric 7 5 ───── ────────── ───────── ───── ──────── Total 39 ■ DATABASE - LEASING2.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 FACTOR1 Numeric 10 2 2 YEAR2 Numeric 7 5 3 YEAR3 Numeric 7 5 4 YEAR4 Numeric 7 5 5 YEAR5 Numeric 7 5 ───── ────────── ───────── ───── ──────── Total 39 DAYO SMS, TJS LAB Page: 207 ■ DATABASE - LEASING3.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 FACTOR1 Numeric 10 2 2 YEAR2 Numeric 7 5 3 YEAR3 Numeric 7 5 4 YEAR4 Numeric 7 5 5 YEAR5 Numeric 7 5 ───── ────────── ───────── ───── ──────── Total 39 ■ DATABASE - LEASING4.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 FACTOR1 Numeric 10 2 2 YEAR2 Numeric 7 5 3 YEAR3 Numeric 7 5 4 YEAR4 Numeric 7 5 5 YEAR5 Numeric 7 5 ───── ────────── ───────── ───── ──────── Total 39 ■ DATABASE - PDRIVER.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 NAME Character 30 2 LINEFEED Character 30 3 NORMAL Character 50 4 SMALL Character 50 5 BOLDON Character 50 6 BOLDOFF Character 50 7 _6LPI Character 50 8 _8LPI Character 50 9 PORTRAIT Character 50 10 LANDSCAPE Character 50 11 RESET Character 50 12 SPEC_STR1 Character 50 13 SPEC_STR2 Character 50 14 SPEC_STR3 Character 50 15 SPEC_STR4 Character 50 16 SPEC_STR5 Character 50 17 RUN_CMD Character 50 ───── ────────── ───────── ───── ──────── Total 811 DAYO SMS, TJS LAB Page: 208 ■ DATABASE - PRODFILE.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 CONTACT Numeric 6 2 ITEM Character 15 3 DESC Character 30 4 DESC2 Character 30 5 QTY Numeric 10 3 6 PRICE Numeric 10 3 7 COST Numeric 10 3 8 SERIALNO Character 15 9 INVOICE Numeric 6 10 QUOTE Numeric 6 11 CUST_PO Character 15 12 DEPARTMENT Character 15 13 ASSET_TAG Character 15 14 PURCHASED Date 8 15 DATE Date 8 ───── ────────── ───────── ───── ──────── Total 200 ■ DATABASE - PRODUCTS.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 NAME Character 30 ───── ────────── ───────── ───── ──────── Total 31 ■ DATABASE - QUONOTES.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 QUOTE Numeric 6 2 NOTES Memo 10 ───── ────────── ───────── ───── ──────── Total 17 DAYO SMS, TJS LAB Page: 209 ■ DATABASE - QUOTES.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 QUOTE Numeric 6 2 CUSTOMER Numeric 6 3 CONTACT Numeric 6 4 SHIPNAME Character 30 5 SHIPADDR1 Character 30 6 SHIPADDR2 Character 30 7 SHIPCITY Character 17 8 SHIPSTATE Character 2 9 SHIPZIP Character 10 10 PHONE Character 20 11 TYPE Character 3 12 TERMS Character 20 13 TERMS2 Character 20 14 AMOUNT2 Numeric 10 2 15 SHIPPER Character 20 16 DATE Date 8 17 TIME Character 8 18 REG Character 3 19 BY Character 30 20 SALESPER Character 3 21 SALESPER2 Character 3 22 CUST_PO Character 15 23 SC Logical 1 24 BO Numeric 6 25 TAXRATE Numeric 7 5 26 TAXRATE2 Numeric 7 5 27 TAXES Numeric 10 2 28 TAXES2 Numeric 10 2 29 ADJUST Numeric 10 2 30 FREIGHT Numeric 10 2 31 SUBTOTAL Numeric 10 2 32 OPEN Logical 1 33 PRINTED Logical 1 34 PAID Numeric 10 2 35 CLASS Character 3 36 COMMENT Character 50 37 MOVED Logical 1 ───── ────────── ───────── ───── ──────── Total 438 DAYO SMS, TJS LAB Page: 210 ■ DATABASE - QUOTESD.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 QUOTE Numeric 6 2 ITEM Character 12 3 DESC Character 30 4 QTY Numeric 10 3 5 PRICE Numeric 10 3 6 COST Numeric 10 3 7 TAXABLE Logical 1 8 DATE Date 8 9 CUSTOMER Numeric 6 10 CLASS Character 3 11 DESC2 Character 30 12 DESC3 Character 30 13 DESC4 Character 30 14 ALLOCATED Numeric 10 3 15 MAINT_AMT Numeric 10 3 ───── ────────── ───────── ───── ──────── Total 207 ■ DATABASE - SALESPER.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 SALESPER Character 3 2 NAME Character 30 3 ADDR1 Character 30 4 ADDR2 Character 30 5 CITY Character 22 6 STATE Character 2 7 ZIP Character 10 8 PHONE Character 20 9 DATE Date 8 10 LASTDATE Date 8 11 TYPE Character 3 12 SALESPTD Numeric 10 2 13 SALESYTD Numeric 10 2 14 RATE Numeric 10 3 ───── ────────── ───────── ───── ──────── Total 197 DAYO SMS, TJS LAB Page: 211 ■ DATABASE - SALUTATE.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 SALUTATION Character 3 ───── ────────── ───────── ───── ──────── Total 4 ■ DATABASE - SHIPPER.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 SHIPPER Character 20 ───── ────────── ───────── ───── ──────── Total 21 ■ DATABASE - SHIPTOS.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 CUSTOMER Numeric 6 2 SHIPNAME Character 30 3 SHIPADDR1 Character 30 4 SHIPADDR2 Character 30 5 SHIPCITY Character 22 6 SHIPSTATE Character 2 7 SHIPZIP Character 10 8 PHONE Character 20 9 SALESPER Character 3 10 RATE Numeric 10 3 11 TAXRATE Numeric 7 5 12 TAXRATE2 Numeric 7 5 13 TERMS Character 20 14 SHIPPER Character 20 15 TYPE Character 3 16 CLASS Character 3 17 DATE Date 8 18 TAXCODE Character 3 19 FOB Character 30 ───── ────────── ───────── ───── ──────── Total 265 DAYO SMS, TJS LAB Page: 212 ■ DATABASE - SPECIAL.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 NAME Character 30 2 DATE Date 8 3 TIME Character 8 4 CONTACT Numeric 6 5 SALESPER Character 3 6 LENGTH Numeric 4 ───── ────────── ───────── ───── ──────── Total 60 ■ DATABASE - TAXCODE.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 TAXCODE Character 1 2 TAXRATE Numeric 7 5 ───── ────────── ───────── ───── ──────── Total 9 ■ DATABASE - TERMS.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 TERMS Character 20 ───── ────────── ───────── ───── ──────── Total 21 ■ DATABASE - TITLE.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 TITLE Character 30 ───── ────────── ───────── ───── ──────── Total 31 DAYO SMS, TJS LAB Page: 213 ■ DATABASE - TYPE.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 TYPE Character 3 2 DESC Character 30 ───── ────────── ───────── ───── ──────── Total 34 ■ DATABASE - VENDORS.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 VENDOR Character 10 2 NAME Character 30 3 ADDR1 Character 30 4 ADDR2 Character 30 5 CITY Character 22 6 STATE Character 2 7 ZIP Character 10 8 PHONE Character 20 9 FAX Character 20 10 TAXRATE Numeric 7 5 11 ATTN Character 30 12 SHIPNAME Character 30 13 SHIPADDR1 Character 30 14 SHIPADDR2 Character 30 15 SHIPCITY Character 22 16 SHIPSTATE Character 2 17 SHIPZIP Character 10 18 SHIPPHONE Character 20 19 TERMS Character 20 20 SHIPPER Character 20 21 DATE Date 8 22 LASTDATE Date 8 23 TYPE Character 3 24 CLASS Character 3 25 OPEN_PURC Numeric 10 2 26 RECV_PURC Numeric 10 2 27 TOT_PURC Numeric 10 2 28 DUE Numeric 10 2 29 PAID Numeric 10 2 30 TOTALPAID Numeric 10 2 31 FED_ID Character 15 32 ACCOUNT Character 12 33 COMMENT Character 50 ───── ────────── ───────── ───── ──────── Total 555 DAYO SMS, TJS LAB Page: 214 ■ DATABASE - WAREHOUS.DBF Field Field name Type Width Decimals ───── ────────── ───────── ───── ──────── 1 ITEM Character 12 2 LOC1 Numeric 10 3 3 SLLOC1 Numeric 10 3 4 LOC2 Numeric 10 3 5 SLLOC2 Numeric 10 3 6 LOC3 Numeric 10 3 7 SLLOC3 Numeric 10 3 8 LOC4 Numeric 10 3 9 SLLOC4 Numeric 10 3 10 LOC5 Numeric 10 3 11 SLLOC5 Numeric 10 3 12 LOC6 Numeric 10 3 13 SLLOC6 Numeric 10 3 14 LOC7 Numeric 10 3 15 SLLOC7 Numeric 10 3 16 BEGIN_QTY Numeric 10 3 ───── ────────── ───────── ───── ──────── Total 163 DAYO SMS, TJS LAB Page: 215 ■ DATA DICTIONARY Field Name Type Len Dec Database Description ────────── ──── ─── ─── ──────────── ────────────────────────────────── ABC C 1 0 INV.DBF ABC code set by DAYO Smart Reports ACCOUNT C 12 0 VENDORS.DBF The account number assigned to you by the vendor ACTIVE L 1 0 CUSTOMER.DBF Flag to denote customer as being active or not ADDR1 C 30 0 VENDORS.DBF First line of main address SALESPER.DBF " CUSTOMER.DBF " ADDR2 C 30 0 VENDORS.DBF Second line of main address CUSTOMER.DBF " SALESPER.DBF " ADDRESS1 C 30 0 CONTACTS.DBF " ADDRESS2 C 30 0 CONTACTS.DBF " ADJUST N 10 2 QUOTES.DBF Adjustment amount ALLOCATED N 10 3 QUOTESD.DBF Allocated quantity INV.DBF AMOUNT2 N 10 2 QUOTES.DBF Amount of second terms AP_CONTACT C 30 0 DBA2.DBF Name of Payable's contact AP_FAX C 20 0 DBA2.DBF Payable's fax number AP_PHONE C 20 0 DBA2.DBF Payable's telephone number ASSET_TAG C 15 0 PRODFILE.DBF Asset tag ATTN C 30 0 CUSTOMER.DBF Contact name VENDORS.DBF AVGCOST N 10 3 INV.DBF Average cost value BEGIN_QTY N 10 3 WAREHOUS.DBF Beginning inventory quantity INV.DBF BO N 10 3 INV.DBF Total back order quantity BO N 6 0 QUOTES.DBF Back order control number BOLDOFF C 50 0 PDRIVER.DBF Printer code to set up printer to stop printing BOLD BOLDON C 50 0 PDRIVER.DBF Printer code to set up printer to start printing BOLD BOM L 1 0 INV.DBF Flag to denote item as one that is an ENDITEM and has a bill of materials BUSINESS C 20 0 DBA2.DBF Type of business that contact is in BY C 10 0 CALENDAR.DBF Abbreviated user name BY C 30 0 QUOTES.DBF User name that created the quote CARRIER C 20 0 CONTACTS.DBF Shipping carrier name/code CATEGORY N 1 0 INV.DBF Category code (0-9), user defined CDATE D 8 0 CALENDAR.DBF Date that the calendar record was created DAYO SMS, TJS LAB Page: 216 Field Name Type Len Dec Database Description ────────── ──── ─── ─── ──────────── ────────────────────────────────── CITY C 22 0 CONTACTS.DBF Main city address VENDORS.DBF CUSTOMER.DBF SALESPER.DBF CLASS C 3 0 CUSTOMER.DBF Class code, user defined VENDORS.DBF SHIPTOS.DBF QUOTES.DBF INV.DBF QUOTESD.DBF CLOSING D 8 0 CALENDAR.DBF Date of closing for a followup quote COMMENT C 50 0 CONTACTS.DBF Comment or note VENDORS.DBF QUOTES.DBF DBA2.DBF COMMENT C 60 0 CALENDAR.DBF Comment or note COMPANY C 30 0 CONTACTS.DBF Company or business name DBA2.DBF COMP_ORIG C 1 0 CALENDAR.DBF Denotes quote followup record as being a comparative or original type of quote CONTACT N 6 0 QUOTES.DBF Contact number CALENDAR.DBF CONTACTS.DBF PRODFILE.DBF SPECIAL.DBF COST N 10 3 INV.DBF Item cost QUOTESD.DBF PRODFILE.DBF COUNTY C 4 0 CONTACTS.DBF County code for contact CREDCARD C 20 0 CUSTOMER.DBF Credit card number CREDLIMIT N 10 2 DBA2.DBF Credit limit CTIME C 8 0 CALENDAR.DBF Time that a calendar event was created CUSTOMER N 6 0 QUOTESD.DBF Customer number CALENDAR.DBF CONTACTS.DBF SHIPTOS.DBF CUSTOMER.DBF DBA2.DBF CUSTMEMO.DBF EVENTSD.DBF QUOTES.DBF DAYO SMS, TJS LAB Page: 217 Field Name Type Len Dec Database Description ────────── ──── ─── ─── ──────────── ────────────────────────────────── CUST_PO C 15 0 PRODFILE.DBF Customer purchase order number QUOTES.DBF DATE D 8 0 PRODFILE.DBF Date that the record was created VENDORS.DBF CALENDAR.DBF INV.DBF CUSTOMER.DBF INV2.DBF SHIPTOS.DBF SALESPER.DBF EVENTS.DBF SPECIAL.DBF QUOTES.DBF CONTACTS.DBF DBA2.DBF QUOTESD.DBF DEPARTMENT C 10 0 CONTACTS.DBF Department that the contact is in DEPARTMENT C 15 0 PRODFILE.DBF Department that the product is located in DEPARTMENT C 10 0 DEPT.DBF Department code DESC C 30 0 QUOTESD.DBF Item description INV.DBF PRODFILE.DBF DESC C 30 0 TYPE.DBF Description of TYPE code DESC2 C 30 0 PRODFILE.DBF Second item description QUOTESD.DBF INV.DBF DESC3 C 30 0 QUOTESD.DBF Third item description INV2.DBF DESC4 C 30 0 QUOTESD.DBF Fourth item description INV2.DBF DIVISION C 10 0 DIVISION.DBF Division code that contact is in CONTACTS.DBF DUE N 10 2 VENDORS.DBF Amount ($) due to be paid to the vendor CUSTOMER.DBF Amount ($) due by the customer. This amount can be reset within the DAYO AR, AR Post menu DUNN C 12 0 DBA2.DBF Dunn & Bradstreet number EARNINGS N 10 2 DBA2.DBF Estimated annual earnings by contact's business EMAIL C 20 0 CONTACTS.DBF Contact's E-mail number/address EMPLOYEES N 7 0 DBA2.DBF Number of employees at contact's business EVENT N 6 0 EVENTSD.DBF Event number EVENTS.DBF DAYO SMS, TJS LAB Page: 218 Field Name Type Len Dec Database Description ────────── ──── ─── ─── ──────────── ────────────────────────────────── FACTOR1 N 10 2 LEASING1.DBF Leasing factor LEASING2.DBF LEASING3.DBF LEASING4.DBF FAX C 20 0 VENDORS.DBF Fax telephone number CUSTOMER.DBF FED_ID C 15 0 VENDORS.DBF Federal Employer or ID number FIELD1 C 10 0 CONTACTS.DBF User defined field DBA2.DBF FIELD10 C 10 0 CONTACTS.DBF User defined field FIELD2 C 10 0 CONTACTS.DBF User defined field DBA2.DBF FIELD3 C 10 0 DBA2.DBF User defined field CONTACTS.DBF FIELD4 C 10 0 DBA2.DBF User defined field CONTACTS.DBF FIELD5 C 10 0 DBA2.DBF User defined field CONTACTS.DBF FIELD6 C 10 0 CONTACTS.DBF User defined field DBA2.DBF FIELD7 C 10 0 DBA2.DBF User defined field CONTACTS.DBF FIELD8 C 10 0 DBA2.DBF User defined field CONTACTS.DBF FIELD9 C 10 0 CONTACTS.DBF User defined field FNAME C 15 0 CONTACTS.DBF Contact's first name FOB C 20 0 CUSTOMER.DBF Freight on Board FOB C 30 0 SHIPTOS.DBF Freight on Board FREIGHT N 10 2 QUOTES.DBF Freight total FREQUENCY N 4 0 CALENDAR.DBF User defined GROUP C 4 0 GROUP.DBF Group that the contact is in. User CONTACTS.DBF defined INVOICE N 6 0 PRODFILE.DBF Invoice number that product was purchased on ITEM C 12 0 INV.DBF Inventory item/product/part number WAREHOUS.DBF INV2.DBF QUOTESD.DBF BOM.DBF ITEM C 15 0 PRODFILE.DBF Product item/part number ITEM2 C 12 0 BOM.DBF Related item number LANDSCAPE C 50 0 PDRIVER.DBF Printer setup code to setup printer to print sideways on a laser printer DAYO SMS, TJS LAB Page: 219 Field Name Type Len Dec Database Description ────────── ──── ─── ─── ──────────── ────────────────────────────────── LASTDATE D 8 0 CALENDAR.DBF Date of last access SALESPER.DBF CUSTOMER.DBF CONTACTS.DBF VENDORS.DBF INV.DBF LASTTIME C 8 0 CONTACTS.DBF Time of last access CALENDAR.DBF LENGTH N 4 0 CALENDAR.DBF Length (in minutes) of the event SPECIAL.DBF or action LIMIT N 10 2 CUSTOMER.DBF Credit limit LINEFEED C 30 0 PDRIVER.DBF Printer code to setup printer to print a line feed - advance printer one (1) line LNAME C 15 0 CONTACTS.DBF Contact's last name LOC1 N 10 3 WAREHOUS.DBF Warehouse #1 onhand quantity LOC2 N 10 3 WAREHOUS.DBF Warehouse #2 onhand quantity LOC3 N 10 3 WAREHOUS.DBF Warehouse #3 onhand quantity LOC4 N 10 3 WAREHOUS.DBF Warehouse #4 onhand quantity LOC5 N 10 3 WAREHOUS.DBF Warehouse #5 onhand quantity LOC6 N 10 3 WAREHOUS.DBF Warehouse #6 onhand quantity LOC7 N 10 3 WAREHOUS.DBF Warehouse #7 onhand quantity LOCATION C 3 0 INV.DBF Location code for inventory item MAINT_AMT N 10 3 QUOTESD.DBF Amount of maintenance/service per line/item MAX N 10 3 INV.DBF Maximum reorder quantity MIN N 10 3 INV.DBF Minimum reorder quantity NAME C 30 0 VENDORS.DBF Vendor name EVENTS.DBF Events name CUSTOMER.DBF Customer (bill to) name PDRIVER.DBF Printer name SALESPER.DBF Sales Person name SPECIAL.DBF Special date name/description NAME C 20 0 PRODUCTS.DBF Product name/description NEXTDATE D 8 0 CONTACTS.DBF Date of next followup or action NEXTTIME C 8 0 CONTACTS.DBF Time of next followup or action NORMAL C 50 0 PDRIVER.DBF Printer code to setup printer to print normal/10 pitch characters NOTES M 10 0 CUSTMEMO.DBF Customer notes DBA2.DBF Customer's alternative notes CALENDAR.DBF Calendar notes CONTACTS.DBF Contact notes INV2.DBF Expanded item information QUONOTES.DBF Quote notes DAYO SMS, TJS LAB Page: 220 Field Name Type Len Dec Database Description ────────── ──── ─── ─── ──────────── ────────────────────────────────── NS L 1 0 INV.DBF Flag to denote item as being a non-standard item ONHAND N 10 3 INV.DBF Quantity physically present in the inventory ONORDER N 10 3 INV.DBF Quantity on order from purchase orders OPEN L 1 0 QUOTES.DBF Flag to denote quote as being active or not OPEN_PURC N 10 2 VENDORS.DBF Amount ($) of open purchase orders ORG_LEVEL C 4 0 CONTACTS.DBF Contact's organization level PACKQTY C 6 0 INV.DBF Pack qty, ie: '6 Pack' PAID N 10 2 QUOTES.DBF Amount paid VENDORS.DBF PAID_PURC N 10 2 CUSTOMER.DBF Amount ($) of paid purchases by the customer PBL N 6 3 CUSTOMER.DBF Price book list value. Not used PBM N 6 3 CUSTOMER.DBF Price book margin value. Not used PERFORMED L 1 0 CALENDAR.DBF Flag to denote record as having bee performed or not PHONE C 20 0 QUOTES.DBF Telephone number VENDORS.DBF CUSTOMER.DBF Telephone number SALESPER.DBF SHIPTOS.DBF PHONE1 C 20 0 CONTACTS.DBF Contact's work telephone number PHONE2 C 20 0 CONTACTS.DBF Contact's home telephone number PHONE3 C 20 0 CONTACTS.DBF Contact's fax telephone number PHONE4 C 20 0 CONTACTS.DBF Contact's car telephone number PORTRAIT C 50 0 PDRIVER.DBF Printer code to setup printer to print upright on laser printers POTENTIAL N 10 2 CONTACTS.DBF Estimated potential of a contact PRICE N 10 3 PRODFILE.DBF Item/product price INV.DBF QUOTESD.DBF PRICE1 N 10 3 INV.DBF Alternate price #1. Set based on a margin or list discount with the Smart Reports module PRICE2 N 10 3 INV.DBF Alternate price #2. Set based on a margin or list discount with the Smart Reports module PRICE3 N 10 3 INV.DBF Alternate price #3. Set based on a margin or list discount with the Smart Reports module PRICE4 N 10 3 INV.DBF Alternate price #4. Set based on a margin or list discount with the Smart Reports module DAYO SMS, TJS LAB Page: 221 Field Name Type Len Dec Database Description ────────── ──── ─── ─── ──────────── ────────────────────────────────── PRICE5 N 10 3 INV.DBF Alternate price #5. Set based on a margin or list discount with the Smart Reports module PRICEX N 1 0 CUSTOMER.DBF Denote which multiple price field to default to PRINTED L 1 0 QUOTES.DBF Flag to denote whether quote has been printed or not PRIORITY N 2 0 CALENDAR.DBF Priority code assigned to each calendar event PROBABLE N 3 0 CALENDAR.DBF Probability (%) of closing the quot PURCHASED D 8 0 PRODFILE.DBF Date the product was purchased QTY N 10 3 PRODFILE.DBF Quantity of product that the contac possesses QUOTESD.DBF Quote item quantity QUOTE N 6 0 CALENDAR.DBF Quote number QUOTES.DBF QUONOTES.DBF PRODFILE.DBF QUOTESD.DBF RATE N 10 3 CUSTOMER.DBF Not used SHIPTOS.DBF Not used SALESPER.DBF Commission rate REALCOST N 10 3 INV.DBF Real cost value RECV_PURC N 10 2 VENDORS.DBF Amount ($) receive goods/items from inventory REG C 3 0 QUOTES.DBF Not used RESET C 50 0 PDRIVER.DBF Printer code to reset printer to its default settings RETAIL N 10 3 INV.DBF Retail or List item price. This is usually the manufacturer's recommended selling price RUN_CMD C 50 0 PDRIVER.DBF Run a DOS command with this printer driver option. An example of its use is to spool or unspool your printer SALESPER C 3 0 QUOTES.DBF Sales person code CONTACTS.DBF SPECIAL.DBF SHIPTOS.DBF SALESPER.DBF CALENDAR.DBF DBA2.DBF CUSTOMER.DBF SALESPER2 C 3 0 QUOTES.DBF Split commission sales person code DAYO SMS, TJS LAB Page: 222 Field Name Type Len Dec Database Description ────────── ──── ─── ─── ──────────── ────────────────────────────────── SALESPTD N 10 2 CUSTOMER.DBF Sales total, period to date SALESPER.DBF SALESYTD N 10 2 CUSTOMER.DBF Sales total, year to date SALESPER.DBF SALUTATION C 3 0 SALUTATE.DBF Contact's salutation, ie: 'Mr' CONTACTS.DBF SC L 1 0 QUOTES.DBF Flag to denote quote as to be shipped complete SERIALNO C 15 0 PRODFILE.DBF Product serial number SERIALNO L 1 0 INV.DBF Flag to denote item as requiring a serial number SHIPADDR1 C 30 0 CUSTOMER.DBF Ship to address line 1 VENDORS.DBF QUOTES.DBF SHIPTOS.DBF SHIPADDR2 C 30 0 SHIPTOS.DBF Ship to address line 2 QUOTES.DBF CUSTOMER.DBF VENDORS.DBF SHIPCITY C 22 0 QUOTES.DBF Ship to city CUSTOMER.DBF SHIPTOS.DBF VENDORS.DBF SHIPNAME C 30 0 VENDORS.DBF Ship to name SHIPTOS.DBF QUOTES.DBF CUSTOMER.DBF SHIPPER C 20 0 CUSTOMER.DBF Shipper or method of shipment QUOTES.DBF DBA2.DBF VENDORS.DBF SHIPPER.DBF SHIPTOS.DBF SHIPPHONE C 20 0 VENDORS.DBF Ship to telephone number CUSTOMER.DBF SHIPSTATE C 2 0 VENDORS.DBF Ship to state QUOTES.DBF CUSTOMER.DBF SHIPTOS.DBF SHIPZIP C 10 0 CUSTOMER.DBF Ship to zip code SHIPTOS.DBF QUOTES.DBF VENDORS.DBF SIC C 4 0 DBA2.DBF SIC code DAYO SMS, TJS LAB Page: 223 Field Name Type Len Dec Database Description ────────── ──── ─── ─── ──────────── ────────────────────────────────── SLLOC1 N 10 3 WAREHOUS.DBF Warehouse #1 stocklevel SLLOC2 N 10 3 WAREHOUS.DBF Warehouse #2 stocklevel SLLOC3 N 10 3 WAREHOUS.DBF Warehouse #3 stocklevel SLLOC4 N 10 3 WAREHOUS.DBF Warehouse #4 stocklevel SLLOC5 N 10 3 WAREHOUS.DBF Warehouse #5 stocklevel SLLOC6 N 10 3 WAREHOUS.DBF Warehouse #6 stocklevel SLLOC7 N 10 3 WAREHOUS.DBF Warehouse #7 stocklevel SMALL C 50 0 PDRIVER.DBF Printer code to setup printer to print small/compressed characters SMSA C 4 0 CONTACTS.DBF SMSA code SOLDPTD N 10 3 INV.DBF Number of items sold (or used) during a period SOLDYTD N 10 3 INV.DBF Number of items sold (or used) during a year period SPEC_STR1 C 50 0 PDRIVER.DBF Special printer setup code, user defined SPEC_STR2 C 50 0 PDRIVER.DBF Special printer setup code, user defined SPEC_STR3 C 50 0 PDRIVER.DBF Special printer setup code, user defined SPEC_STR4 C 50 0 PDRIVER.DBF Special printer setup code, user defined SPEC_STR5 C 50 0 PDRIVER.DBF Special printer setup code, user defined STATE C 2 0 CUSTOMER.DBF State code, ie: CA, FL, GA, MI CONTACTS.DBF SALESPER.DBF VENDORS.DBF STOCKLEVEL N 10 3 INV.DBF Stocklevel quantity flag SUBTOTAL N 10 2 QUOTES.DBF Quote subtotal TAXABLE L 1 0 QUOTESD.DBF Flag to denote item as being INV.DBF taxable TAXCODE C 1 0 TAXCODE.DBF Tax code number for windows TAXCODE C 3 0 SHIPTOS.DBF Tax code used in Smart Reports CUSTOMER.DBF TAXES N 10 2 QUOTES.DBF Quote tax total TAXES2 N 10 2 QUOTES.DBF Quote second tax total TAXRATE N 7 5 SHIPTOS.DBF Tax rate QUOTES.DBF VENDORS.DBF TAXCODE.DBF CUSTOMER.DBF TAXRATE2 N 7 5 CUSTOMER.DBF Second tax rate SHIPTOS.DBF QUOTES.DBF DAYO SMS, TJS LAB Page: 224 Field Name Type Len Dec Database Description ────────── ──── ─── ─── ──────────── ────────────────────────────────── TERMS C 20 0 QUOTES.DBF Terms code, ie: CASH, NET 30 TERMS.DBF CUSTOMER.DBF VENDORS.DBF SHIPTOS.DBF TERMS2 C 20 0 QUOTES.DBF Second terms code TI L 1 0 INV.DBF Flag to denote item as being a 'time' or labor item TIME C 8 0 CALENDAR.DBF Time record was created EVENTS.DBF QUOTES.DBF SPECIAL.DBF TITLE C 30 0 CONTACTS.DBF Contact's title, ie: Owner, Manager TITLE.DBF TOTAL N 10 2 EVENTSD.DBF Total ($) of event detail line TOTALPAID N 10 2 VENDORS.DBF Total ($) paid to vendor for purchases. Maintained by DAYO AP TOT_PURC N 10 2 VENDORS.DBF Total ($) ordered from vendor TYPE C 3 0 QUOTES.DBF Type code, user defined TYPE.DBF SALESPER.DBF SHIPTOS.DBF CUSTOMER.DBF VENDORS.DBF INV.DBF CALENDAR.DBF UNIT C 3 0 INV.DBF Unit of issue code, ie: EA, BOX UNITQTY N 10 0 INV.DBF Unit quantity USE_FRGT L 1 0 DBA2.DBF Flag to denote customer should have freight included in quote (not charged) USE_PO L 1 0 DBA2.DBF Flag that denotes customer requires a purchase order VENDITEM C 12 0 INV.DBF Vendor or manufacturer's item numbe VENDOR C 10 0 VENDORS.DBF Vendor code INV.DBF VOLUME N 10 2 INV.DBF Not used WEIGHT N 8 2 INV.DBF Weight of a single item YEAR2 N 7 5 LEASING1.DBF Leasing Factor LEASING3.DBF LEASING2.DBF LEASING4.DBF YEAR3 N 7 5 LEASING3.DBF LEASING2.DBF LEASING4.DBF LEASING1.DBF DAYO SMS, TJS LAB Page: 225 Field Name Type Len Dec Database Description ────────── ──── ─── ─── ──────────── ────────────────────────────────── YEAR4 N 7 5 LEASING4.DBF LEASING3.DBF LEASING2.DBF LEASING1.DBF YEAR5 N 7 5 LEASING2.DBF LEASING3.DBF LEASING1.DBF LEASING4.DBF YEAR_END C 2 0 DBA2.DBF Year end month YTD_SALES N 10 2 CONTACTS.DBF Year to date sales ZIP C 10 0 SALESPER.DBF Zip code CONTACTS.DBF CUSTOMER.DBF VENDORS.DBF _6LPI C 50 0 PDRIVER.DBF Printer code to setup printer to print at 6 lines per inch _8LPI C 50 0 PDRIVER.DBF Printer code to setup printer to print at 8 lines per inch