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Inventory Organizer System (IOS) Version 1.03 User's Guide Copyright (c) Roy Bargeron 1991 All Rights Reserved Unauthorized Distribution is Prohibited. T A B L E O F C O N T E N T S __________________________________________________________________ Getting Started ........................................... 1 Introduction .......................................... 1 Features .............................................. 2 System Requirements ................................... 5 Installation .............................................. 6 Starting Up IOS ........................................... 7 Main Menu Options ......................................... 8 Editing ............................................... 9 Inventory File..................................... 9 Category List...................................... 9 Location List...................................... 9 Browse ............................................... 10 Inventory File..................................... 10 Category List...................................... 10 Location List...................................... 10 Reporting ............................................. 11 Print Lists........................................ 11 Create Labels...................................... 11 Write Form Letter.................................. 11 Sum or Avg a field................................. 11 Report Writer!..................................... 11 Inventory Summary.................................. 11.1 Detail Item List................................... 11.1 Warranty Report.................................... 11.1 Other ................................................. 12 Design Screen Appearance........................... 12 Predefined Colors.................................. 12 Calendar........................................... 12 Solar Calculator................................... 12 Utility ............................................... 13 Display Text File.................................. 13 File Statistics.................................... 13 Compact & Re-Index................................. 13 View Documentation................................. 13 Quit .................................................. 14 Quit............................................... 14 Author............................................. 14 Info............................................... 14 T A B L E O F C O N T E N T S C O N T ' D __________________________________________________________________ How To .................................................... 15 Edit Category List .................................... 16 Edit Location List .................................... 18 Edit Inventory File ................................... 20 Menu Functions .................................... 23 Next Record ................................... 23 Prev Record ................................... 23 Search File ................................... 23 Item Search ................................... 24 Table View ................................... 24 Build Query ................................... 25 Edit Record ................................... 26 Add Record ................................... 26 Delete Rec ................................... 26 Quit .......................................... 26 Print Lists ............................................... 27 Create Labels ............................................. 28 Write Form Letters ........................................ 29 Sum or Avg a field ........................................ 29 Report Writer (Tutorial) .................................. 30 License Agreement ......................................... 40 Registration Form ......................................... 41 IOS User's Guide Getting Started Page 1 __________________________________________________________________ Introduction: Thank you for taking the time to review the Inventory Organizer System (IOS). IOS is a shareware program, that is, you may try it before you buy it. If you continue to use the program after evaluating it you should become a registered user. Feel free to give IOS to your friends or upload it to any BBS as long as all files on the distribution diskette reman unaltered. IOS cannot be used in a business unless it is registered. All files on the distribution diskette must remain unaltered! Why should you use the Inventory Organizer System? 1. Quick and easy method of recording all your possessions. 2. Easily determine the value of your possessions. 3. Allows you to analyze your insurance needs. 4. Easily locate any of your possessions. 5. Recording of vital information for Warranty services. 6. Cross-Reference items (if recorded on VCR) by VCR Tape and VCR Counter number. 7. Ability to Write a Form Letter including data from the inventory item file, such as Date of Purchase, Where purchased, Serial #, Model, Manufacturer, Warranty expiration date, and Purchase Price. This proves invaluable when a problem arises with a purchase! 8. Create Simple Lists and Labels of your design. 9. The Report Writer allows you to create your own specialized reports. 10. Menu driven and user friendly. I would also like to thank a few people for their insights, contributions, hours of testing, suggestions, and faith. Mrs Bargeron Woodrow Williams Jeanna Williams Jack Hazel *---------------------------------------------------------------* * REMEMBER TO STORE A BACKUP DISKETTE AND A PRINT-OUT AT SOME * * LOCATION OTHER THAN YOUR HOME OR BUSINESS! * *---------------------------------------------------------------* IOS User's Guide Getting Started Page 2 __________________________________________________________________ Features: - Pull-Down Menus Highlight Bars 1st letter select - Screen Appearance user defined Menu background / foreground colors Pop-up background / foreground colors Box Frames Exploding Windows Shadow Positioning - Browse Capabilities All fields Selected fields In one of 4 sequences: 1. Item 2. Category 3. Location 4. VCR Tape ID - Reporting List Report -- Simple list report that allows you to pick any fields to list. Allows you to store list criteria for use later. Labels -- Print labels with any fields you choose. Form Letter -- Allows you to create a letter with data from the inventory file. Useful if you need to write a letter that contains info about an item, such as to store mgr. Sum/Average -- Allows you to sum or average any numeric field in the inventory file. A quick way to get a $ total of your possessions. Report Writer- Allows you to create your own reports!! 1. Load pre-defined report 2. Create New Report 3. Save a defined report 4. Edit a report - insert, edit , delete report columns. 5. Headers/Footers - Define header and footer size and contents. 6. Filtering - Establish a Query filter or pick (Tagged) records. 7. Grouping Order - Select from index keys. Major & minor grouping orders, for totals. IOS User's Guide Getting Started Page 2.1 __________________________________________________________________ Features Cont'd: - Reporting Cont'd Inventory Summary -- Summary of all items in one of three sequences: (1) Category (2) Location (3) VCR Tape ID Report is optionally sent to one of 3 choices: (1) Screen (2) Printer (3) Disk Text File Report Contains: (1) Desc of Chosen Group (2) Total Qty's (3) Total Purch $ amt (4) Total Misc Value $ amt Detail Item List --- Lists all fields for each Item in one of 4 sequences: (1) Item (2) Category (3) Location (4) VCR Tape ID Report is optionally sent to one of 3 choices: (1) Screen (2) Printer (3) Disk Text File Records to be included in report can be selected in 1 of 3 choices: (1) All Records (2) Query Matches (3) Tagged Records Report contains all fields for each record selected. A grand total of Purchase Total amt and Misc Value amt is also listed. Warranty Report ---- Lists all items which have an expiration date that has not yet arrived. Shows days left before expiration date. IOS User's Guide Getting Started Page 3 __________________________________________________________________ Features Cont'd: - Reporting Cont'd All reports can be sent to the screen, Printer, or disk text file. In addition to printer ports LPT1 or LPT2, or COM1 can also be chosen. All reports allow for selection criteria to determine whether to list all inventory items or only items that match the criteria you requested. - Calendar Pop-up Calendar - Calculator Pop-up Calculator - List Any Text file to the Screen Allows viewing of any text file Great for viewing a report or list that was put in a disk text file, or for reading this document. - File Statistics View file statistics of System Files 1. Number of Records and File Size of each Major file in the system and size of index files. Use this to determine total disk space needed for backups. - Predefined Colors 12 Predefined Color combinations such as, Sea Foam, California Cool, Red Hot etc. - Compact and Re-index Compress data files and Create new indexes 1. Use this option if an index gets corrupted, this could happen if a power failure should occur. Also if you delete a lot of records by choosing this option the deleted record space in the data files will be recovered, therefore using less disk space. - View Documentation Read Documentation File on-line. The Users Guide, IOS.DOC, is displayed on the screen for easy viewing. IOS User's Guide Getting Started Page 4 __________________________________________________________________ Features Cont'd: - Category List is user defined You establish your own categories, such as Appliances, Furniture, Books, etc. Each item when entered into the IOS system is assigned one of the categories you create. Maximum of 1 million categories. - Location List is user defined You establish your own locations, such as Kitchen, Den, Storage Room, etc. Each item when entered into the IOS system is assigned one of the locations you create. Maximum of 1 million locations. - Search & Query Capabilities Search selections: 1. Equal to 2. Greater than 3. Less than 4. Equal or Greater than 5. Less than or Equal 6. Is not Equal to 7. Contains 8. Starts With 9. Ends With 10. Wild Card 11. Beginning of File 12 End of File The above can be combined with "and" or "or" connectors for some powerful searches. Also when searching and a condition is found and you want to find the next occurrence the system will ask if you want to continue with current search or make a new search condition. In addition, when building a Query condition the system will allow you to count the number of records that match that condition, or view the records. IOS User's Guide Getting Started Page 5 __________________________________________________________________ System Requirements: - XT/AT/PS-2 or Compatible - 640k - DOS 3.2 or higher (not tested with less than 3.2) - Hard Drive (required) - Printer (optional) - CONFIG.SYS (Consult your DOS manual if this is unknown) Your CONFIG.SYS file must have the following statements: FILES=15 BUFFERS=8 If the numbers in your CONFIG.SYS file are larger than 15 for FILES, and 8 for BUFFERS that is ok. IOS User's Guide Installation Page 6 __________________________________________________________________ Installation: Before installing IOS please make a backup copy of the IOS program disk. Remember, If anything can go wrong it will! So having a backup copy of the IOS disk will ensure that you can re-install the software if something does go wrong. If you are not sure of how to make a backup copy either look in the DOS book or call a friend. Installation Steps: 1. IOS will only run from the hard disk! So we need to create a sub-directory from the root. How do we do that? Just type the following DOS command: MD\IOS (Press Enter or the Return Key) (explanation -- we just made a sub-directory on the hard disk called IOS.) 2. Next we need to position ourselves so that we are inside of the new sub-directory (IOS) we just created. So here is how we do that. Type the following DOS command: CD\IOS (Press Enter or the Return Key) (Explanation -- "CD" means "Change Directory", so we told the computer we wanted to position ourselves into the directory "IOS". 3. Now we are inside of the IOS directory. Insert the backup copy of IOS into diskette drive "A:" or "B:" and type the following DOS command to copy the IOS software to the new sub-directory "IOS". COPY A:*.* (Press Enter or the Return Key) (Explanation -- We are now copying the IOS software into the "IOS" sub-directory. 4. Congratulations!! The worst is over. Thanks for your patience. IOS User's Guide Starting-up IOS Page 7 __________________________________________________________________ Starting Up IOS: To execute (or run) IOS please follow the instructions listed: 1. Turn on your computer or "Boot" 2. At the DOS prompt "C:\>" type the following DOS command: CD\IOS (Press Enter or Return key) (Explanation -- This positions you in the "IOS" sub-directory where the IOS software and files are located.) 3. Type the following command: IOS (Press Enter or the Return key) (Explanation -- "IOS" is the name of the program that executes. If this is the 1st time IOS is executed it will create all Files that are needed.) 4. The "Main Menu" should appear, at this point all files are present and the system is ready for you to begin working. IOS User's Guide Main Menu Options Page 8 __________________________________________________________________ Main Menu Options: The top row of the screen contains the Major options of the system. Each Major option has a pull-down menu of minor options. Any Major option can be chosen by using the left-arrow or right-arrow, or pressing the first (1st) letter of the option. Once a Major option is chosen the pull-down minor options are visible. The minor options can be chosen by using the first (1st) letter of the option, or positioning the highlight bar with the up-arrow or down-arrow and pressing the Enter key or Return key. The bottom section of the screen contains various system data such as, how much memory is available (not being used), current DOS directory, and how much disk space is available (not being used). This data is displayed and cannot be changed by the user. The following are the Main Menu (Major Selections): Editing .......... Add/Chg/Delete type operations on Files Browse .......... View Various Files Reporting ........ Lists, Labels, Form Letter, Report Writer, Inventory Summary, Detail Item List Other ............ Screen Appearance, Calendar, Calculator Utility .......... View Text File, File Stats, Compress & Index Quit .......... Exit System, Information on Registration IOS User's Guide Main Menu Options Page 9 __________________________________________________________________ Editing: Allows for file maintenance such as, add, chg, delete, for the various system files. In addition, you can do searches for any field or fields that contain certain data and then when the item is found edit that item and continue the search for the next item. An item can be found very quickly by specifying Item Search, this allows for a pop-up box to enter as much of the spelling of the item as you know and the system will pop-up a list with the 1st item that has at least as much as you typed. If you are not sure of spelling, just press "Enter" and a pop-up box of items will appear, by pressing the 1st letter of the item you want to find another box will appear allowing you to continue spelling or just press the "Enter key" and the list will be adjusted to the first item that starts with that letter, or you can just use up-arrow or down-arrow to position the highlight bar on the item you want to edit and depress the "Enter key" and the edit screen will reappear with the selected item. If you want to edit all items in the category "Appliances" just select "Search File" and create a search condition for Field Match is equal to "Appliances" and when you return to the edit screen the first item in Appliances will appear, upon editing that item, just select "Search File" again and the system will remember the search condition and ask if you want to continue with same search, just continue, and instantly the next item in category "Appliances" will appear. Editing (Pull-Down Options) Inventory File .......... Add, Change, Delete, Search, Table View, Build Query, Next Record, Previous Record, for each item in your inventory. Category List .......... Add, Change, Delete, Search, Next Record, Previous Record, for each Category you create. Location List .......... Add, Change, Delete, Search, Next Record, Previous Record, for each Location you create. IOS User's Guide Main Menu Options Page 10 __________________________________________________________________ Browse: This option allows you to view the various system files. The Inventory file has a large number of fields and in order to view them you can pan left or right by useing the left-arrow or right-arrow keys. You can select only the fields you want to view in the Inventory file by selecting the option "Select fields to view" if you have no need to view all fields. Also this is a handy way to view the fields of the inventory file in the sequence (left to right) that suits you. You may also select the sequence that the file is viewed. Example, if you select Category Sequence all the items displayed on the screen will be in Category sequence. The same holds true for Location, Item, and VCR Tape Id. Browse (Pull-Down Options) Inventory File .......... View all or selected fields of the Inventory File in the sequence that you choose. Category List ........... View all Categories that you created. Location List ........... View all Locations that you created. IOS User's Guide Main Menu Options Page 11 __________________________________________________________________ Reporting: The reporting option allows for the creation of Simple Print Lists, Labels, Form Letters, Sum or Average a field, Super Report Writer that allows you to create your own reports, Inventory Summary, and Detail Item List. The Print Lists is a quick and easy way to create a simple list of inventory items. You pick and choose the fields that you want listed on the report. Also a selection process is available to allow you to only include the fields of your choice. Form Letters allows you to write a letter and select fields from the Inventory File to be included in the letter. This is very handy for writing a letter to a store manager when you have some complaint about a product, or to the manufacturer. Create Labels is an option that allows you to design your own labels and what fields in the Inventory file you want printed on them. You can also select which labels will be printed by establishing a selection criteria. The Report Writer option gives you the ability to completely design a report of your choice. Some of the many options include, select fields, headings, re-sizing, footers, Major totals, minor totals, Grand totals, column separators, total descriptions, standard headings, date and time, restart of report, print to text file, page eject after major or minor totals or before grand totals, underline totals, allows for inserting of Printer ESC codes so condensed and letter quality modes can be used, double space or single space report, top and left margins, and many other options. Inventory Summary option will quickly summarize by Category, Location, or VCR Tape ID, the Total Purchases, Total Misc Values, and Total Qty fields. This report will provide you with a quick summary of $ amts for your insurance reporting needs. Detail Item List option will print ALL fields for each item that is chosen to be included in the report. This allows you to get a detail listing of each item on your inventory file. The report can be sequenced in 1 of 3 ways: (1) Category, (2) Location, or (3) VCR Tape ID. An option for record selection allows you to selcect ALL items, create a selection criteria, or tag the records you wish to included in the report. At the end of the report Grand Totals of Purchases, Misc Values, and number of items printed is included. Warranty Report will list all items that have an expiration date that has NOT yet arrived (or still in warranty). The total number of days the item has left in the warranty period will be printed. IOS User's Guide Main Menu Options Page 11.1 __________________________________________________________________ Reporting Cont'd: Reporting (Pull-Down Options) Print Lists .......... Simple Report Lister Create Labels ........ Design Labels of your choice Write Form Letters ... Word Processor for creating a letter which allows for including Inventory Item Fields. Sum or Avg a Field ... Allows for quick totaling or avg of any numeric field in the Inventory file. Report Writer ........ Comprehensive report writer that allows you to create reports of your choice. Inventory Summary .... Summary of Total items, Total Purchases, and Total Misc Value by Category, Location, or VCR Tape ID. Detail Item List ..... Lists ALL fields for each item. Report can be sequenced by 1 of 4 ways: Item, Category, Location, VCR Tape ID and items to include in report can be selected by 1 of 3 ways: All Records, Query Matches, or Tagged Records (hand pick). Grand Totals of all selected records (Total Purchases, Total Misc Value, Total items). Warranty Report ...... Lists all items which have not yet reached their expiration date. Also calculates the number of days left before the warranty expires. IOS User's Guide Main Menu Options Page 12 __________________________________________________________________ Other: This menu option allows for the Design of the Screen Appearance, Selecting of Predefined Colors, Pop-up Calendar, and Pop-up Calculator. The Design of the Screen Appearance option allows the user to pick and choose from items such as, shadow positioning, box-frames, exploding windows, and total color selection for background/foreground for screens, and background/foreground colors for pop-up windows. Predefined Colors is a list of 12 variations of colors that have been given names such as California Cool, Sea Foam, Red Hot and more. The pop-up Calendar allows you to page forward / backward by months, years or days. The pop-up Calculator allows for all standard functions and includes memory capability. Other (Pull-Down Options) Design Screen Apperance ..... Allows user to customize the screens, colors, shadows, box-frames, and exploding windows. Predefined Colors ........... A list of 12 color selections by names such as California Cool, Sea Foam, Purple Passion, Etc Calendar .................... Pop-up Calendar Solar Calculator ............ Pop-up Calculator IOS User's Guide Main Menu Options Page 13 __________________________________________________________________ Utility: This menu option allows for the Displaying of Text Files, System File Statistics, and Compressing & Re-Indexing of System Files. The Display Text File option allows for the viewing of any text file in the IOS sub-directory. This option is great for viewing any report that was written to a Disk Text File or for viewing this document "IOS.DOC". The File Statistics option will cause a pop-up window to appear giving the Number of records in the Major files of the system and shows the file size of each file and its associated index files with a total by Major File. This option is helpful for determining disk space for Diskette backup. Compact & Re-Index option will cycle through the Major files of the system and recover any unused space caused by deleting records and create new index files. **NOTE** If a power failure should occur while you are using the IOS software there is always the chance that the index files are corrupted. Don't Panic!! Just choose this option and the index files will be re-created! If you delete a large number of inventory items (lets say you just gave Salvation Army half your house, then you would have to delete those items from your inventory) then choose this option to recover the wasted space the deleted items are occupying. Now your inventory file should be smaller. View Documentation option allows you to display the "Users Guide" on the Screen. (Disk File name = IOS.DOC). Utility (Pull-Down Options) Display Text File ..... View any Text File File Statistics ....... IOS major file statistics such as, Number of Records, file sizes, and index file sizes Compact & Re-Index .... Recover deleted record space and Reconstruct corrupted index files View Documentation .... Display "Users Guide" on the screen (file = IOS.DOC). IOS User's Guide Main Menu Options Page 14 __________________________________________________________________ Quit: This menu option allows you to gracefully exit the Inventory Organizer System. The Author option allows me to display my Name and Address and telephone number on you screen. Thank you for this privilege. The Info option again allows me to provide you with current information on registration amount, and where to send it. Quit (Pull-Down Options) Quit .......... Graceful exit of IOS Author ........ That's me folks! Info .......... Current information on where to send your registration and $ amount of registration. IOS User's Guide How To Page 15 __________________________________________________________________ How To: This section is designed to help you get started and take you through the logical steps of the system. The IOS expects you to create the Category List, Location List, and then add the inventory items. When adding a new item to the inventory file, the field Category, will allow you enter a category name and if the category name is not in the Category List that you have previously entered, a pick list of acceptable categories will be listed on the screen. If you press the Enter key without entering a Category name in the Category field a pick list will appear of the acceptable category names. Either way, you can pick a category name by, typing the first letter of the category, if not visible in the window, or by useing the Page-up, Page-Dn, Up-arrow, Dn-arrow, keys to position the hilite bar over the category name for this item. After the category is selected just press the Enter key (or Return key) and the category will be placed into the Category Field of the inventory item. The above process is duplicated for Locations. This insures that all items have been placed in valid Categories and Locations. The Category, Location, and VCR Tape ID fields are used as index keys for the file. That is, reports and browses, can utilize these keys to list the items in the proper sequence that you desire. When the IOS is initially installed, it creates all the System Files that are necessary. In addition to creating the files one (1) record is added to each file. This was done just for the people who wanted to take a quick look at the system. The Category that is created is "Appliances", the Location that is created is "Kitchen", and the inventory item that is created is "Refrigerator". These can be deleted at any time, I just wanted something in the file so you would not have to look at a blank screen. As we continue into the next sections you will get a basic feel for how the system operates. As you will soon learn, the system is designed to interact with the individual, especially in the selecting and Report Writer Sections. The options are many and sometimes seem overwhelming, but just give it your best shot and don't be afraid to try an option! The system should not allow you to harm yourself or the data in the files. ** Note ** There is NO place where you can DELETE ALL Categories, Locations, or Items. My suggestions is to experiment with a few Categories, Locations, and Items. Print some Lists, do a few Browses, and just plain have fun. IOS User's Guide How To Page 16 __________________________________________________________________ Edit Category List: From the Main Menu "Editing" choose "Category List" Editing Browse Reporting Other Utility Quit +-----------------+ | Inventory File | *--> | Category List | | Location List | +-----------------+ A screen will appear that looks like the following: +--- Menu ----+---- Category Maintenance -----+ | | | | Next Record | Category: Appliances | | Prev Record | | | Select Rec | | | Edit Record | | *--> | Add Record | | | Delete Rec | | | Quit | | | | | +-------------+-------------------------------+ This is the Category Maintenance Screen. The Menu options on the left side are the allowable functions. The right side is the Editing section. At the bottom of the screen is a pop-up Menu Help that describes the functions of each Menu Option. Menu Options: Next Record .... Move Forward in the File Prev Record .... Move Backward in the File Select Rec .... Choose from a Pick List of Categories (Then Edit or Delete the Category) Edit Record .... Change Existing Category Name Add Record .... Establish a NEW Category Name Delete Rec .... Remove Current Category Name from List Move the highlight bar down to the "Add Record" function, press Enter or press the letter "A" for "Add". IOS User's Guide How To Page 17 __________________________________________________________________ Edit Category List Cont'd: The cursor appears in the "Edit Side" of the window. Now type the name of a Category you would like to create (lets type "Furniture"). Press the "Enter key", the Category is now in the Category List. Also on the last line of the "Edit Side" of the window you will notice "[ESC=Exit] [Enter=Save]". If you decide the Category you typed should not be added to the list at this time press the ESC key, prior to pressing the "Enter Key", this will void the add function. Congratulations! You have now added the Category "Furniture" to the Category List. If you misspelled the word "Furniture", choose the Function "Edit Record" and type over the misspelled word, then press the "Enter key". That is how to correct mispelling. If you would like, you can now add as many (up to about 1 Million) Category Names as you want. It will save you time when you start entering Inventory Items if you add as many as you can think of, such as Glassware, Books, Photography, Computer, Electronics, etc. The Select Record function will present you with a pop-up list of all the Categories you have entered (only about 10 in the window at a time). You can type the first (1st) letter of the Category, Page-up, Page-Dn, Up-Arrow, Dn-arrow, to find the Category, once found, you can "Edit Record" or "Delete Rec". Next Record and Prev Record functions allow you to step through the file one record at a time, either forward or backward. Quit allows you to return to the Main Menu. Either type "Q" or position the highlight bar over the word and press the Enter key. IOS User's Guide How To Page 18 __________________________________________________________________ Edit Location List: From the Main Menu "Editing" choose "Location List" Editing Browse Reporting Other Utility Quit +-----------------+ | Inventory File | | Category List | *--> | Location List | +-----------------+ A screen will appear that looks like the following: +--- Menu ----+---- Location Maintenance -----+ | | | | Next Record | Location: Kitchen | | Prev Record | | | Select Rec | | | Edit Record | | *--> | Add Record | | | Delete Rec | | | Quit | | | | | +-------------+-------------------------------+ This is the Location Maintenance Screen. The Menu options on the left side are the allowable functions. The right side is the Editing section. At the bottom of the screen is a pop-up Menu Help that describes the functions of each Menu Option. Menu Options: Next Record .... Move Forward in the File Prev Record .... Move Backward in the File Select Rec .... Choose from a Pick List of Locations (Then Edit or Delete the Location) Edit Record .... Change Existing Location Name Add Record .... Establish a NEW Location Name Delete Rec .... Remove Current Location Name from List Move the highlight bar down to the "Add Record" function, press Enter or press the letter "A" for "Add". IOS User's Guide How To Page 19 __________________________________________________________________ Edit Location List Cont'd: The cursor appears in the "Edit Side" of the window. Now type the name of a Location you would like to create (lets type "Bed Rm #1"). Press the "Enter key", the Location is now in the Location List. Also on the last line of the "Edit Side" of the window you will notice "[ESC=Exit] [Enter=Save]". If you decide the Location you typed should not be added to the list at this time press the ESC key, prior to pressing the "Enter Key", this will void the add function. Congratulations! You have now added the Location "Bed Rm #1" to the Location List. If you misspelled the word "Bed Rm #1", choose the Function "Edit Record" and type over the misspelled word, then press the "Enter key". That is how to correct mispelling. If you would like, you can now add as many (up to about 1 Million) Location Names as you want. It will save you time when you start entering Inventory Items if you add as many as you can think of, such as Den, Bath Rm #1, Living Rm, Garage, Shed, Closet #1, etc. The Select Record function will present you with a pop-up list of all the Locations you have entered (only about 10 in the window at a time). You can type the first (1st) letter of the Location, Page-up, Page-Dn, Up-Arrow, Dn-arrow, to find the Location, once found, you can "Edit Record" or "Delete Rec". Next Record and Prev Record functions allow you to step through the file one record at a time, either forward or backward. Quit allows you to return to the Main Menu. Either type "Q" or position the highlight bar over the word and press the Enter key. ** Note ** All Location Names must be unique. For example, Bed Rooms, you may have several in your home, but the IOS must be able to distinguish between them. Each name must be unique like: Bed Rm #1, Bed Rm #2, or something like this "Mst Bd Rm", "Gst Bd Rm", or whatever you wish to make each Location Name different. IOS User's Guide How To Page 20 __________________________________________________________________ Edit Inventory File: From the Main Menu "Editing" choose "Inventory File" Editing Browse Reporting Other Utility Quit +-----------------+ *--> | Inventory File | | Category List | | Location List | +-----------------+ A screen will appear that looks like the following: +--- Menu ----+-------- Inventory Item Maintenance ------------------+ | | | | Next Record | Item: Refrigerator Purch Qty: 1 | | Prev Record | | | | Desc: Super Deluxe / White / 17 cu ft / Frost Free | | Search File | | | Item Search | Category: Appliances Purch Price: 999.75 | | Table View | | | Build Query | Location: Kitchen Total Purch: 999.75 | | | | | Edit Record | Mfgr: GE Warranty Exp: 05/15/1993 | | Add Record | | | Delete Rec | Model: 784W-GA2-8975 VCR Tape Id : INV #1 | | | | | Quit | Serial #: A17-W01543B VCR Counter : 25 | | | | | | Purch Date: 05/15/1991 Misc Value : .00 | | | | | | Purch From: Sears Misc Date : / / | | | | +-------------+------------------------------------------------------+ This is the Inventory Item Maintenance Screen. The Menu options on the left side are the allowable functions. The right side is the Editing section. At the bottom of the screen is a pop-up Menu Help that describes the functions of each Menu Option. Menu Options: Next Record .... Move Forward in the File Prev Record .... Move Backward in the File Search File .... Establish Search Criteria to find Item Item Search .... Inventory Item Look-up (by index) Table View .... Table View of Inventory Items Build Query .... Build Search Criteria to find Items Edit Record .... Change Existing Inventory Item Add Record .... Establish NEW Inventory Item Delete Rec .... Remove Current Item from Inventory Quit .... Return to Main Menu IOS User's Guide How To Page 21 __________________________________________________________________ Edit Inventory File Cont'd: Move the highlight bar down to the "Add Record" function, press Enter or press the letter "A" for "Add". The cursor appears in the "Edit Side" of the window. You will also notice at the bottom of the screen the pop-up box "Field Help" is explaining each field as you move the cursor into it. Another pop-up box that contains "[ESC=Exit] [F10=Save]" is now on the screen in the lower portion of the "Edit Side". If you press the "ESC" key the Add function will be voided. If you are "Editing a Record" and change only one field you do not have to press enter to pass thru all fields on the screen just simply press "F10". As you enter data into each field on the screen notice that the "Field Help" pop-up box also designates if the field is "Optional" or "Required". The Item field must be a unique name, that is, the spelling of this item cannot match any item that has already been added at some other time. If the item is not unique the system will notify you that the item that you are trying to add is already on file. If this is truly a new item then you must change the spelling of the item to make it unique. Uppercase letters and small letters are not the same, so be careful as not to duplicate an item by one time adding it with Uppercase Letters and the next time with lower case letters. The IOS understands that these are not the same item. When your cursor enters the Category field, you can press the "Enter key" without typing a Category Name and a "Pick List" of all the Categories you have established will appear in a pop-up box (10 at a time in the window). If you type a Category Name in the Category field and the Category is not in the Category List the system assumes that it is invalid and presents you with the same "Pick List" as mentioned above. If you type a Category Name in the Category field and the Category Name is in the Category List the system accepts the name and continues on with the next field. If the "Pick List" appears on the screen you can move the highlight bar with the arrow keys until it highlights the Category you desire and then press "Enter key" and the system will automatically store the selected Category in the Category field, or press the first (1st) letter or type as much of the Category name as you wish and the system will position the highlight bar on the nearest Category. Then you can press enter if that is the Category you desire or use the arrow keys to select the one you want, then press "ENTER". The Location field has the same rules as the above Category field. IOS User's Guide How To Page 22 __________________________________________________________________ Edit Inventory File Cont'd: The fields Mfgr (Manufacturer), Model, and Serial # are optional and do not require an entry. The field "Purch Date" (Date of Purchase) is Required. The field "Purch From" is an optional field. Purch Qty is the number of items you bought. It is a Required field. Enter the total number of purchased items. Example: 4 dining room chairs, you would enter 4 in the Qty field. If no quantity is entered an error message will pop-up on the screen to alert you of the error. Purch Price is the $ amount you paid for one (1) of the items, if more than one item was purchased. This is a Required field. Total Purch is a non-edited field. It is a calculated field, based on "Purch Qty" times "Purch Price"(1 item) = Total Purch Warranty Exp (Warranty Expiration Date) is the date the warranty expires, if this item was covered under warranty. This field is optional. The IOS system will ensure that the date you enter is after the Purchase date, otherwise, a pop-up box will alert you to this error condition. VCR Tape Id (Name on Label of VCR Tape) is an optional field. An index is maintained on this field, this allows you to print reports, and browse the inventory file in this sequence. The index is actually composed of two parts "VCR Tape Id" and "VCR Counter" which means that the items are sequenced by VCR Counter within VCR Tape ID. VCR Counter (Tape Counter Number) is an optional field. See above information on VCR Tape Id. Misc Value (Miscellaneous $ amt) is an optional field. This is an extra field that allows you to include a $ amt for your own purposes. My idea is to use this field for any item that may Appreciate (all my items depreciate) in value, such as Coins, Antiques, or whatever. Misc Date (Miscellaneous Date) is an optional field. This is also an extra field for you to use for your own purposes. My idea is to use this field to contain the date that the Misc Value field was established. This will remind you if you need to have an item re-appraised or when the appraised value of the item was established. Upon exiting the last field on the screen, a pop-up box asking if you want to "Add New Item?" ("Yes" or "No"). The "YES" will be highlighted so just press "Enter key" or if you decide not to add this item press the "N" for no or use arrow key to highlight the no and then press enter. Give yourself a pat on the back! You have successfully added a NEW item to the inventory file. Now you can continue to add new items (up to 1 Million -or- should I say until disk space is exhausted). IOS User's Guide How To Page 23 __________________________________________________________________ Edit Inventory File -- Menu Functions: Next Record .... Move Forward in the File Prev Record .... Move Backward in the File Search File .... Establish Search Criteria to find Item Item Search .... Inventory Item Look-up (by index) Table View .... Table View of Inventory Items Build Query .... Build Search Criteria to find Items Edit Record .... Change Existing Inventory Item Add Record .... Establish NEW Inventory Item Delete Rec .... Remove Current Item from Inventory Quit .... Return to Main Menu Next Record ... Pressing the Letter "N" or positioning the highlight bar over this option and then pressing the "Enter key" will move forward in the file. The next record will become visible in the window. Prev Record ... Pressing the Letter "P" or positioning the highlight bar over this option and then pressing the "Enter key" will move backward (or previous) in the file. The Previous record will become visible in the window. Search File ... Pressing the Letter "S" or positioning the highlight bar over this option and then pressing the "Enter key" will select this option. When selected a pop-up window will appear that looks like the following: +-- Search For --------+ | Field Contents Match | | Query Match | | End of File | | Beginning of File | | Deleted Records | | Memo Contents | | Never Mind | +----------------------+ This option allows you to position yourself in the file or look for certain criteria. The above menu options are: Field Contents Match ... Takes you through a process of questions to create a search selection on any field in the inventory file. Such as "Item Desc contains White" will select only items that have the word "White" in the description field. IOS User's Guide How To Page 24 __________________________________________________________________ Edit Inventory File -- Menu Functions Cont'd: Query Match ... A query is simply a search condition. But the system will retain this search condition for as long as you are in this function, or until you change it. Very similar to Search File. End of File ... Positions you immediately to the last record in the file. Beginning of File ... Positions you to the first record in the file. Deleted Records ... (Future enhancement ... does nothing) Memo Contents ...... (Future enhancement ... does nothing) Item Search ... Pressing the Letter "I" or positioning the highlight bar over this option and then pressing the "Enter key" will select this option. Selecting this option will cause a pop-up box to appear that asks: "Item to search for: or (Enter for Item List)" This option uses the item index for a fast look-up. When the above question appears you have two options either type a few letters of the name of the Item you want to find or press the "Enter key" without typing anything and a pop-up list of items will appear. When the pop-up box appears you may use up, down, page-dn, page-up, keys to manually position yourself to the item you desire or type the first letter of the Item you wish to find and instantly another pop-up box will appear that will allow you to type a few more letters of the name of the item or just press enter and the pop-up list in the window will be positioned to the item that has at least as many characters in its name as you typed. Then move the highlight bar, if it was not already selected, over the Item and press "Enter Key". The Item is now placed in the "Edit Window" for you to review, delete, or edit. Table View ... Pressing the Letter "T" or positioning the highlight bar over this option and then pressing the "Enter key" will select this option. Selecting this option will cause a pop-up window of items for you to position yourself (move highlight bar over item) and then press "Enter key". The pop-up window will disappear and the item you selected will be in the "Edit Window". IOS User's Guide How To Page 25 __________________________________________________________________ Edit Inventory File -- Menu Functions Cont'd: Build Query ... Pressing the Letter "B" or positioning the highlight bar over this option and then pressing the "Enter key" will select this option. Selecting this option will cause a pop-up window to appear as follows: +--- On-Line Query Builder -----+ | | | Add to Current Query | | Count Matching Records | | Zap (Remove) existing Query | | Save Current Query to Disk | | Restore Query from Disk | | Delete Stored Query | | What is current Query | | Edit current Query | | View Records matching Query | | Quit | | | +-------------------------------+ This option allows the creation of a search condition based on user defined specifications. After query is created you can test the query by selecting "View records matching Query". The first record that matches the current query condition will be shown. If no records match the current query a message will also be shown. If you need a count of the records that match the newly created query, select option "Count Matching Records". If you feel the query that you create will be used more than once you can save the query in a disk file for later retrieval by selecting option "Save current query to Disk". To retrieve any saved queries select option "Restore Query from Disk". Once a query is created and you are certain it finds the correct records then select option "Quit". You will be returned to the Inventory Item Maintenance screen. Now upon selecting the option "SEARCH FILE" you will notice that an option "Query Match" is in the pop-up box. Choose the option "Query Match" and you will be asked: "Modify Query" "Yes No" ; select No and the first record matching your query will appear in the "Edit Window". At this point you can delete or edit this item. When finished editing the item, select "SEARCH FILE" and you can continue looking for items that match the Query Condition. The query condition differs from a Search condition in that the query condition does not vanish when all items that match are exhausted. Once you leave the Inventory Item Maintenance screen the query is no longer in effect. IOS User's Guide How To Page 26 __________________________________________________________________ Edit Inventory File -- Menu Functions Cont'd: Edit Record ... Pressing the Letter "E" or positioning the highlight bar over this option and then pressing the "Enter key" will select this option. Selecting this option will cause the cursor to appear in the "Edit Window" of the current item. Once the cursor is visible you may change any field in the current item. If only one field needs changing just press the "Enter Key" until the cursor enters that field then make the necessary corrections. You do not have to press the "Enter key" for each field if you are finished editing this record all that is needed is to press F10. See bottom section of "Edit Window" and you will note the small pop-up box that says "[ESC]=Exit [F10]=Save". If you decide that the changes are not needed or would like to restore the original data, press the "ESC key" and the Edit process will be voided. After all changes have been made you will be prompted "Save Changes?" "YES NO" this gives you a second chance to decide if everything is correct. Add Record ... See Page 21 for complete description of Add Process. Delete Rec ... Pressing the Letter "D" or positioning the highlight bar over this option and then pressing the "Enter key" will select this option. Selecting this option will allow you to DELETE (Remove forever) the currently selected item from the inventory file. A pop-up box will ask "Delete this Record" "YES NO". This will give you a second chance in case you change your mind or accidently chose this option. If you choose "YES" the item will be deleted, never to be seen again. Quit .......... Pressing the Letter "Q" or positioning the highlight bar over this option and then pressing the "Enter key" will select this option. Selecting this option will allow for a neat and orderly return to the Main Menu. ** NOTE ** The ESC key will also allow you to quit. IOS User's Guide Print Lists Page 27 __________________________________________________________________ Print Lists: ----------- Print Lists is a menu driven utility for creation, printing and storage of list definitions. The Print Lists is a quick and easy way to create a simple list. The user can pick and choose the fields to be listed on the report. The selected fields, in the order they will be listed, are shown in the bottom information box. The user may select which records are to be included in the list, all records, query matches, or tagged records. The user may select output as Printer, Screen, or Text File, and choose the maximum line length to avoid printer wraparound. The user may save List definitions in a system database file and later restore them. ** Note ** No totals or Report Headings (just quick lister) For the above items choose REPORT WRITER! ** Quick Tip ** Use this option when originally entering all your inventory items for a quick list to verify your data is entered correctly and that you did not forget something. Change your printer to condensed printing to allow for more data to be printed on a line. IOS User's Guide Create Labels Page 28 __________________________________________________________________ Create Labels: ------------- Menu driven module for creation, printing, and storage of Label definitions. The user can pick which inventory item fields will be printed on the labels and what lines they are printed on. Multiple items can be printed on a line. Constant data can be printed on any line or interspersed between inventory item fields if so desired. Creation of a label is totally menu driven with help screens. Sample data is shown on the screen as you interactively build the label. A pop-up window of all inventory item fields that can be included on the label is displayed for ease of use. A test pattern can also be printed. The selection of a Printer port is available (LPT1, LPT2, COM1). The user may select which records are to be included in this label run from a pop-up menu of "Query Matches" or "Tagged Records". Tagged records creates a pop-up window for manually selecting the records to be printed. The Tagged process also allows for a search procedure to help speed things along. The "Query Match" procedure allows the user to specify the selection criteria for which records will be chosen to be printed. Each NEW label creation is given a name by the user. The user has the option of deleting the Label Name or saving it for later use another day. IOS User's Guide Write Form Letters Page 29 __________________________________________________________________ Write Form Letters: ------------------ Interactive form letter and mailmerge utility. This option allows the user to create a Form Letter and have data from the inventory database interspersed with the contents. A pop-up window for creating a letter or document is displayed when the user selects NEW form. The user types the letter or document (lets say to a Store Manager where you bought a product that has not performed or lived-up to your expectations....in other words a problem letter) and by pressing a Function key can choose a field from the inventory data base to be included in the letter or document. The data will not be included at that second but when the letter is printed the inventory item data will replace the inventory item field name. A pop-up help window is available. The help window gives a brief explanation of the cursor movement keys and how the form letter works. Once the letter is completed the user would choose "Filter". This will enable the user to select the item ("Query Match" or Tagged) (The "Tagged" process is probably the better choice....why? because you can select the record from the inventory item file that you want very easily) whose data will be used in the letter. Once the item is Tagged, the user should choose "Print form letter". Now the inventory item data is merged with the form letter and appears on the screen with a pop-up box in lower right corner. The user can, Print this letter now, or EDIT the letter (maybe you misspelled a word or want to add something), skip this letter, or Quit this process. Each new letter that you write is saved for later retrieval, if you so desire. Thats real handy when you have to write several letters to resolve a problem. This process is really very simple, but trying to explain it in words makes it sound very difficult. There is no substitute for trying it yourself. It sure makes having to write a letter about some problem a lot easier, mainly because you have all the data about the item at your fingertips. Sum or Average a field: The user is presented with a pop-up box to choose whether he wants to "SUM or AVG" a field. Next a pop-up box displaying all numeric fields in the inventory file will be displayed. The user selects one of the fields and the system responds with the appropriate answer. ** NOTE ** Select "SUM" of "Tot_Purch" for Grand Total $$ in your inventory file. IOS User's Guide Report Writer (Tutorial) Page 30 __________________________________________________________________ Report Writer (Tutorial): ------------------------ The report writer is a menu driven interactive process that allows the user to create a report with the fields and characteristics of their choice. Before we start the tutorial lets cover a few basic parts of a report. Every report is composed of the following component parts: 1. Headings 2. Body of report -- Detail line items 3. Major Breaks ---- Sub Totals ... if needed 4. Minor Breaks ---- Minor Totals . if needed 5. Grand Totals ---- if needed 6. Footers Tutorial Project: To design a listing of all items in our inventory file. We want the "Headings" to have the family name ("Jones Family") and name of report "Category Listing". We want the inventory items to be listed in Category sequence and "Major Break" to occur when the category changes, that is we want a total of the items in each category. At the bottom of the report we want a GRAND TOTAL. Lets try to make a sample print-out by hand: +---------------------------------------------------------------------+ | The Jones Family | | Category Listing | | | | Item Item description Total | | ------------------------------------------------------------------- | | Category: Appliances | | | | Microwave Wood grain / Counter top / Automatic 300.00 | | Refrigerator Harvest Gold / 17 cu ft / Frost Free 950.00 | | Washer Harvest Gold / Large Capacity / 10 cycle 600.00 | | | | Appliances subtotals: 1850.00 | | ------- | | | | Grand Total 1850.00 | | ------- | | | +---------------------------------------------------------------------+ IOS User's Guide Report Writer (Tutorial) Page 31 __________________________________________________________________ Report Writer (Tutorial) Cont'd: ------------------------------- 1. Choose "Reporting" on the Main Menu. 2. Select "Report Writer!" on the pull-down menu. Either press "R" or highlight Report Writer" and press "Enter" 3. The "Super Report Writer" opening screen is now visible. The screen is divided into the following sections: (1) Menu Functions Load Report ......Get a report from disk Create Report.....Clear current definitions start a new report Save Report.......Save Report in a Disk File Edit Report.......Define Report Column elements Delete Report.....Erase Selected Report definitions Headers/Footers...Report Headings and Footers Filtering.........Query or Tagged Record selection Grouping order....Major & Secondary Group Order (Sorting) Other Options.....Page and Print Definitions Print Report......Send to Printer or File Report Status.....Status Info about Report Quit..............Exit Report Writer (2) Column Contents (3) Column Title (4) Width (5) Pict (6) Total 4. Highlight "Create Report" ... We are now starting a new report. Either press "C" or highlight "Create Report" and press Enter. 5. At the bottom of the Screen The system is prompting you for a Report Title. This is a name we give the report. Type "Category Listing" (press Enter) The cursor should now return to menu functions. IOS User's Guide Report Writer (Tutorial) Page 32 __________________________________________________________________ Report Writer (Tutorial) Cont'd: ------------------------------- 6. Highlight"Edit Report" ... We are now about to define the column data or the body of the report. Either press "E" or highlight "Edit Report" and press enter. The highlight bar should then move to Column Contents. The left side of the screen has now changed to the "Editing keys" information. 7. We are now going to define the columns of the report, which will be the inventory item fields. Press the [Insert] key 8. At the bottom of the screen 2 choices appear: *--> Pick database field for this column Use spaces for filler The 1st option should be highlighted .... PRESS ENTER 9. Instantly a pop-up window appears: Select Field. This is a list of all the fields in the inventory item file. Our task is to now pick the fields (left to right on the Report) that we need. Item is the 1st field on our report. Highlight the field: Item ....PRESS ENTER 10. At bottom of screen 2 choices appear: *--> Use value contained in database field: ITEM Build extended expression from field : ITEM The first option should be highlighted....PRESS ENTER Now the information for this inventory file field (ITEM) is placed in the first (1) row at the top of the screen. We have now defined the 1st field on report.....ONLY have 2 more to go...... 11. Next field we will choose is "ITEM_DESC" (item description) Press the [Insert] key IOS User's Guide Report Writer (Tutorial) Page 33 __________________________________________________________________ Report Writer (Tutorial) Cont'd: ------------------------------- 12. At the bottom of the screen 2 choices appear: *--> Pick database field for this column Use spaces for filler The 1st option should be highlighted....PRESS ENTER 13. Instantly a pop-up window appears: Select Field. This is a list of all the fields in the inventory item file. Our task is to now pick the fields (left to right on the Report) that we need. ITEM_DESC is the 2ND field on our report. Highlight the field: ITEM_DESC ....PRESS ENTER 14. At bottom of screen 2 choices appear: *--> Use value contained in database field: ITEM_DESC Build extended expression from field : ITEM_DESC The first option should be highlighted....PRESS ENTER 15. Next field we will choose is "PUR_TOTAL" (total purch Price of item) Press the [Insert] key 16. At the bottom of the screen 2 choices appear: *--> Pick database field for this column Use spaces for filler The 1st option should be highlighted....PRESS ENTER 17. Instantly a pop-up window appears: Select Field. This is a list of all the fields in the inventory item file. Our task is to now pick the fields (left to right on the Report) that we need. PUR_TOTAL is the 3rd field on our report. **NOTE** PUR_TOTAL IS NOT VISIBLE IN WINDOW --> USE DN-ARROW Highlight the field: PUR_TOTAL ....PRESS ENTER IOS User's Guide Report Writer (Tutorial) Page 34 __________________________________________________________________ Report Writer (Tutorial) Cont'd: ------------------------------- 18. At bottom of screen 2 choices appear: *--> Use value contained in database field: PUR_TOTAL Build extended expression from field : PUR_TOTAL The first option should be highlighted....PRESS ENTER OOPS! The IOS has determined that we have exceeded the standard width of a report.....hum...but that's ok, the description field is so long (54 characters) we don't need all that description on our report. Its a simple process to change the length of the data that will be printed! Lets continue on and we will change that in a few minutes. Do I detect doubt...? Just press any key on the keyboard! 19. Now the highlight bar should be in "Column Contents" on the field PUR_TOTAL. Move the highlight bar (use up-arrow key) to the row that contains ITEM_DESC (item description) field and position the highlight bar in the column titled "Width". Now the value "54" should be highlighted, this is the length of the item description. Press the "Enter key" and the system responds by asking for a NEW WIDTH. Lets replace the "54" with "40". Type "40". That was easy enough.....The system is not limited to 80 columns. The default length is established by the user in the "Other Options" section. Also we could tell the printer to use the condensed mode, either by manually switching our printer or including the Printer Escape Code for condensing the print in the "Other Options" section Page 3. IOS User's Guide Report Writer (Tutorial) Page 35 __________________________________________________________________ Report Writer (Tutorial) Cont'd: ------------------------------- 20. Now we need to address the need for TOTALS on the report. Move the highlight bar to the row that contains "PUR_TOTAL". Now move the highlight bar to the last column "TOTAL", this tells the system that it is suppose to not total "N" or "Y" yes to total. With the "N" highlighted in the row "PUR_TOTAL" ..PRESS ENTER In the bottom left hand column of screen 2 choices appear: *--> Total this column Don't total this column The first option should be highlighted............PRESS ENTER 21. Look in the column "Editing Keys". You will notice that it says the ESC key will allow us to exit. Press the [ESC] key 22. The system returns us to the Report Writer opening Screen. 23. OK, lets go put a heading on our report! Move the highlight bar to "Headers/Footers" and press Enter or press the letter "H". 24. The system responds by asking,(at the bottom of the screen): Number of header lines 1-9: 0 you respond by typing "2" ( we need two heading lines) Number of footer lines 1-9: 0 you respond by pressing the Enter key (no footers) 25. A pop-up window titled: "Headers/Footers" appears. On line 1 type: "The Jones Family" (or your family name) On line 2 type: "Category Listing" (name of report) IOS User's Guide Report Writer (Tutorial) Page 36 __________________________________________________________________ Report Writer (Tutorial) Cont'd: ------------------------------- 26. The system is asking for: (Leave as is) (Center) (Left Justify) (Right Justify) Move the highlight bar (use right-arrow) until "CENTER" is selected. Then Press "ENTER key" You will notice the system has "Centered" the header info. 27. How do we get Category Sub-totals is the next issue. Move the highlight bar to "Grouping Order" and press Enter or press the letter"G". 28. A pop-up window appears: "Select processing order" *--> Select an open index View current sort selection Deactivate current order The system is asking what order do we want our report to be printed in. The 1st line should be highlighted...PRESS ENTER 29. Another pop-up window appears: "Select index to Use" item *--> category + item location + item vcr_tapeid + str(vcr_countr,6) Move the highlight bar to "Category + item" then PRESS ENTER. 30. An explanation window will now appear.....when done reading press .....any key .....to continue. 31. Next pop-up window asks do we want to select Major Group from index key? The "Yes" option should be highlighted ......PRESS ENTER IOS User's Guide Report Writer (Tutorial) Page 37 __________________________________________________________________ Report Writer (Tutorial) Cont'd: ------------------------------- 32. A pop-up window appears: "Select Major Group" *--> category category + item The "category" option is highlighted .... PRESS ENTER 33. Next pop-up says select Secondary group from index key? Press "N" for NO .....we do not want a secondary group total 34. Its now time to see the many "Other Options" and make a few changes to make our report look better. Move the highlight bar to "Other Options" and press enter or press the letter "O". 35. A large pop-up window appears titled: "Page Layout options 1" Move the cursor (use the down-arrow key) to the line titled "Underline totals....." N Press the letter "Y", this will tell the system to underline any totals on the report.....makes them easier to see. 36. The second page "Page Layout Options 2" appears: Move the cursor (use the down-arrow key) to the line titled "Column Separator ......" | We want to Replace the character that is there with a "Space" or blank. PRESS The SPACE-BAR (the character disappears) 37. Press the Down-arrow key until you have gone through all the fields on the current screen. We want to get to Page 3, to make more changes. 38. You should now be on page 3 "Page Layout Options 3" The first option on this page is: Include standard 2 line header.... N PRESS "Y" ..... this will inform system when report is printed to include Date, Time, and Page Numbers. IOS User's Guide Report Writer (Tutorial) Page 38 __________________________________________________________________ Report Writer (Tutorial) Cont'd: ------------------------------- 39. Continue to press Down-arrow key through the last field. This will automatically return you to the Super Report Writer opening screen. 40. CONGRATULATIONS! ITS TIME TO PRINT THE REPORT. Move the highlight bar to "Print Report" and press ENTER or press the letter "P". 41. Two options appear at bottom of screen: *--> Printer Disk File The option "Printer" is already highlighted ... PRESS ENTER 42. Next option asks for Page to start printing: Page to start printing: 1 Press ENTER key 43. Last chance option: Go for it? Y Press ENTER key 44. Select printer port. Use default printer? Y Press ENTER key 45. The REPORT SHOULD BE PRINTING NOW! ALSO SCROLLING ON SCREEN! When Report has finished ... a message to hit any key to continue will be on the last line.... REPORT COMPLETE...PRESS A KEY.... Your action is to press any key 46. We are now back to the Report Writer opening screen. 47. Finally, we should save this report definition for later use. Move the hilite bar to "Save Report" and press ENTER or press the letter "S". IOS User's Guide Report Writer (Tutorial) Page 39 __________________________________________________________________ Report Writer (Tutorial) Cont'd: ------------------------------- 48. The system responds with a question. What name to give this report? Report title: Category Listing If this name is ok, just PRESS ENTER, or type a new name for the report and then PRESS ENTER. ** NOTE ** The above step will allow the Report definition to be saved in a database. At some other time, we can recall this report definition by selecting the option "Load Report" from the Report Writer opening screen. Once the report definition is loaded we could make changes or make no changes and then select "Print Report". That would save us from having to define the report again. 49. The time has come for us to "Quit" the Report Writer! Move the highlight bar to "Quit" and Press ENTER or press the letter "Q". 50. The system will always ask do you want to save Report before exiting Do you want to Save Report Category Listing ? Since we have already saved the Report Definition for the Category Listing .... PRESS The LETTER "N" 51. You should now be returned to the "MAIN MENU" IOS User's Guide License Agreement Page 40 __________________________________________________________________ License Agreement Inventory Organizer System (C) Copyright 1991 Roy Bargeron All rights reserved. Disclaimer: Roy Bargeron distributes Inventory Organizer System solely on an "as is" basis and offers no warranties at all. Roy Bargeron shall not bear any liability or responsibility to any user or entity with respect to any liability, loss or damage caused, or alleged to be caused directly, or indirectly by Inventory Organizer System, including but not limited to interruption of services, loss of business or anticipatory profits or consequential damages resulting from the use or operation of any of the functions contained in Inventory Organizer System. Roy Bargeron makes no warranties, either expressed or implied regarding Inventory Organizer System, its merchantability and/or it's fitness for a particular purpose. The user agrees that Roy Bargeron shall not be held liable for any consequential damages, even if Roy Bargeron has been advised of the possibility of such damages. By using any of the functions of Inventory Organizer System, you acknowledge your agreement with all of the above conditions. License: I Roy Bargeron grant you without charge the right to reproduce, distribute and use copies of this "shareware" program known as Inventory Organizer System, including the on disk documentation, on the express condition that you do not receive any payment, commercial benefit, other consideration for such reproduction or distribution, or change this license agreement or copyright notice. The rights to receive any such financial or other benefit, and to modify the product or its components, are reserved exclusively by Roy Bargeron. IOS User's Guide Registration Form Page 41 __________________________________________________________________ Your support is greatly appreciated. Without your support I will not be able to enhance the system, or create additional shareware programs. Again thanks for your time in reviewing the Inventory Organizer System. Registration Fee ........... $20.00 Check or Money Order ALL CHECKS OR MONEY ORDERS MUST BE DRAWN ON U.S. ACCOUNTS ONLY! +--------------------------------------------------------+ | | | MAIL TO: Roy Bargeron | | 3008 Sterling Rd | | Augusta Ga 30907 | | | +--------------------------------------------------------+ Your Registration entitles you to: 1. Latest Copy of Inventory Organizer System 2. Notification of future releases 3. Limited Telephone Support ( 6:00 pm - 10:00 pm EST ) ( No collect calls ) 4. Mail support (all mail answered promptly) 5. Notification of NEW software 6. Messages can be sent to Prodigy ID: CVGX83A IOS User's Guide Registration Form Page 42 __________________________________________________________________ REGISTRATION OF INVENTORY ORGANIZER SYSTEM V1.03 MAIL TO: Roy Bargeron 3008 Sterling Rd Augusta Ga 30907 Please enclose a check or money order for $20.00 for each copy of Inventory Organizer System you wish to register. ALL CHECKS OR MONEY ORDERS MUST BE DRAWN ON U.S. ACCOUNTS ONLY! Date:_______________ Name:___________________________________________________________ Title:__________________________________________________________ Company:________________________________________________________ Address:________________________________________________________ City:___________________________________________________________ State:________________________________ Zip:____________________ Country:________________________________________________________ Telephone: (______) ______ - _______ [Home] Telephone: (______) ______ - _______ [Work] Please indicate Diskette size you want the latest copy of Inventory Organizer System shipped to you on. [ ] 5.25 [ ] 3.5 Version of Shareware Copy:______________________________________ Where did you get Shareware Copy:_______________________________ ________________________________________________________________ Comments or Suggestions:________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ Thank you for registering the Inventory Organizer System. It is my priviledge to provide you with quality software at affordable prices.