Cream of the Crop 1/Cream of the Crop 1.iso/BUSINESS/SERVICE.ARJ/HELPER.DOC

Text File | 1991-12-29 | 26KB | 754 lines

Main Menu use the left and right arrows to move left or right and
use up and down arrows to move the highlighted bar up or down, or
type the corresponding number.  Push enter to make selection.  To
exit highlite exit, push enter, will exit the program.


Enter Work Orders


Date: Is the system date of your computer it is used to keep track
of the date the work order is entered and is only editable through
Point Of Sale Invoices.  see below.


Time: Is the system time to keep track of the time the work order
is done and is not editable.


Enter By: Is up to 3 alpha numeric characters.  To keep track of
who entered the work order.
Examples;
your initials WJB or ID. # 123


Job Number: Is up to 8 alpha numeric characters.  This is a
rolling counter which increases by one for each work order done or
you may change the Job Number to any thing you like but it must be
unique to any job number that is all ready in the system or it well
beep and not let you put it in.  The field is also used for looking
up job work orders.


Cust ID: Is up to 8 alpha numeric characters.  It is used to
identify a customer and must be unique to any customer in the
system if the Customer ID. all ready exceeds in the system the
screen will fill up the information the it has on that customer.
It is also used to look up jobs.  We recommend you use the
customers phone number as the Customer ID. it seems to always be a
unique number.  If you do not have a job phone number we suggest
you use as much as the Job address the will fit in to the field.
Examples;
phone number is [phone] put 555-1212
Job Address 123 Main Street put 123-MAIN
This method should always give you a unique Cust ID:
you may put a "?" in this field to get a key sensitive scrolling
window pick list of the customer file sorted in accenting order by
Job Name to pick from.



Bill To ID: Is up to 8 alpha numeric characters.  It is used to
identify a job Bill To ID.  It works the same way as Cust ID.  But
the dash (-) is omitted here to give you flexibility for a ID.  The
word SAME is the default here and should stay there unless the job
has a separate billing address.  You may put a "?" in this field to
get a key sensitive scrolling window pick list index on bill to
name, to pick from.


Type: Is up to 8 alpha numeric characters.  It is used to identify
the type of customer RES is the default and can be changed, it is
used for reference and optional reports.
Example;
RES = Residential.
COM = Commercial.


Job Name: Is up to 30 alpha numeric characters.  It is used to
identify the customers last name or a companys full name.  It is
used for looking up jobs by name.
Examples;
Smith Jr.
Joes Bar and Grill.


F. Name: Is up to 30 alpha numeric characters.  It is used for
the customers First name
Examples;
Mrs. Jane.
Mr. & Mrs. Jon.


Address: Is up to 30 alpha numeric characters.  It is used for
the job address.  The street name is used for look up jobs and for
the optional map coordinate and zip code looking up.  In order for
the map look up to find the street exactly you will need to emit
any periods (.) such as RD. ST. CIR.  Map and Job look up will key
in on any thing after the first blank so be sure not to put any
blanks or characters after the house number that is not to be
included in looking up.
Example;
123 Main St N Apt 101
NOT 123 N Main St Apt 101


City: Is up to 20 alpha numeric characters.  It is used for
keeping track of the city the job is in.




State: Is up to 2 alpha characters.  It is used for keeping track
of the Sate the job is in.  The default is the state that is in
your company set up file.


Map Ref: Is up to 8 alpha numeric characters.  It is used for
keeping track of the of the page and grid coordinate that is found
in the optional map look up file.  The data for it is supply by
Alexendra Drafting Company, you must purchase separately.  Zip code
look up with map look up is also optional.  If you have these, the
default "?" will look up the map coordinate based on the
information you put in the address field, giving you a key
sensitive scrolling window pick list, when you pick one it will
fill in the Map Ref: & Zip: & Tax Zone: fields with the appropriate
information.


zip: Is up to 9 numeric characters.  Zip plus 4.  It is used for
keeping track of the zip code the job is in, and is filled in
automatically if you have the optional map look up.  It is also
used for optional reports, such as how many jobs by zip code or
gro$$ of jobs by zip code.


Tax Zone: Is up to 3 alpha numeric characters.  It is used for
keeping track of the County the job is done in so you can get
optional reports of the amount of jobs done in that Tax Zone.


Home Ph: Is up to 10 numeric characters.  It is used for keeping
track of the customer phone number.  It is also used for looking up
jobs.


Ext: Is up to 5 numeric characters.  It is used for keeping track
of the customer phone number extension.


Work Ph: Same as Home Ph: accept it is not used for looking up.


Cust PO: Is up to 12 alpha numeric characters.  It is used for
keeping track of the jobs P. O. Number.  And is used for looking up
jobs.


Contact: Is up to 20 alpha numeric characters.  It is used for
keeping track of the job contact.
Examples;
Mr. Jones or see Joe
Auth By: Is up to 20 alpha numeric characters.  It is used for
keeping track of who Authorized the service work to be done.


Ref By: Is up to 20 alpha numeric characters.  It is used for
keeping track of how you got this customer and is used in optional
reports.
Example;
Yellow Pages, News Paper, Mail Add or Neighbor.


Description of Work: Is up to 30 lines alpha numeric
characters.  It is used for describing what work is to be preformed
on the job. Typing will automatically wrap to the next line.
Pushing the F9 key will in large the window so you can see the full
30 lines and you need to push F10 to save and exit to the next
field.


Date: Is up to 6 numeric characters.  It is used for keeping track
of the date the job was promised to be done.


Time: Is up to 6 alpha numeric characters.  It is used for keeping
track of the time of day the job was promised to be done.


Day: will automatically put in the day of the week based on the
date you put in and can not be edited.


Type: Is up to 8 alpha numeric characters.  It is used for keeping
track of the type of job such COD or BILLTO or CALLBACK
the R- or C- can be used to keep track as to if the job is to be
taxed as repair service or contractor rate.  It is used on optional
reports.


Is all the above correct Yes or No.  The default is Yes push
enter to accept the default, or the letter Y.  To answer No type N
or use left or right arrows to move to the appropriate answer then
push enter to accept.  If you answer No, then the next conformation
window will ask you if you would like to edit this entry, answering
Yes will let you start over at the top of the work order leaving
what information on the screen that is already there allowing you
to edit it.  If you answer No, it will not save the work order.
then you are asked if you would like to do another.




Would you like to print this work order now.  Default is
Yes, to accept the default push enter or type Y.  Yes will print
the work order to your printer.  To answer No type N or left or
right arrow to highlight No then push enter.  No will not print the
work order, then you or asked if you would like to do another. You
may reprint or print any non printed work orders from the Main Menu
under Print; Print new work orders.


Would you like to do another The default is Yes to execute
the default push enter or Y.  Yes will clear the screen and start
you over at the top.  To answer No type N or use left right arrow
to highlight No then push enter.  NO will return you to the Main
Menu.







































Dispatch Work Orders.  To dispatch a Work Order you will need
to put in the Job Number you assigned that work order when you
created the Work Order.


You may use ? To get a key sensitive scrolling window pick list
indexed by job number.  After you pick the job number you want to
dispatch, you will see a full screen of the job so you can retrieve
the necessary information for dispatching.  Push enter to get the
conformation window.  Answering no at the conformatin window will
start you over, letting you pick another job number.  Yes will
proceed with the dispatching of that job on the screen.


Who is dispatching this work order ?, Put your initials or
ID # here.


What truck do we assign this work order to ?, Put in a
truck number here or ? to get a key sensitive scrolling window pick
list indexed on truck number.  If you put in one that does not
already exist you are prompted, would like to add it now.


what job number do you want to assign ?.  The default job
number can be left there or you can reassign a new job number at
this time.  The job number must be unique to any already in the
system.


Would you like to do another. No will return you to the Main
Menu.  Yes will start dispatching over again.


















WORK ORDER INQUIRY

Job Number: Is up to 8 alpha numeric characters.  If found you
will see the full screen of the job.  You may use "?" to look up.


Truck Number: Is up to 8 alpha numeric characters.  It will show
you a key sensitive scrolling pick list window indexed on truck
number.  You may use "?" to get a key sensitive scrolling pick list
window of all truck numbers in the truck file.  Truck Number and
Mechanic are the same.


Customer ID: Is up to 8 alpha numeric characters.  It will show
you a key sensitive scrolling pick list window of Customers ID.
that meet the criteria.  After you pick the customer you want you
then get a second key sensitive scrolling pick list window that
shows you all the jobs done for that customer.  After you pick the
job you get the full screen of that job.


Phone Num: Same as Customer ID.  But numeric only.


Cust Po: Is up to 8 alpha numeric characters.  It will show you
a key sensitive scrolling pick list window indexed on P O number,
that meet the criteria.  After you pick the customers PO you want
it shows you the full screen of that job.


Cust Name: Is up to 30 alpha numeric characters.  It will show
you a key sensitive scrolling pick list window indexed on last name
that meet the criteria. After you pick the customers last name you
want you then get a second key sensitive scrolling pick list window
that shows you all the jobs done for that customer.  After you pick
the job you want you get the full screen of that job.


Cust. Street: Is up to 30 alpha numeric characters.  It will
show you a key sensitive scrolling window pick list indexed on
street name.  This index is anything after the first blank.  After
you pick the customers street name you want you then get a second
key sensitive scrolling window pick list that shows you all the
jobs done for that customer.  After you pick the job you want you
get the full screen of that job.  Do not put in the house number.
Example;
MAIN or
APPLE
22nd
NOT "123 MAIN ST"
Finish / Edit Orders Works like Point Of Sale
Invoices.  See below.


Point Of Sales Invoices The first part is
the same as Enter Work Orders.  Except for;


Date: Is up to 30 alpha numeric characters. It is the system date
of your computer it is used to keep track of the date the work
order is entered.


Mech: Is up to 8 alpha numeric characters.  It is used for keeping
track of the mechanic that did the job.  You can put a ? here
giving you a key sensitive scrolling window pick list of all the
mechanics in the system.  If you put in a new one you are prompted
if you would like to add it now.


Is all the above correct Yes or No.  The default is Yes push
enter to accept the default, or the letter Y.  To answer No type N
or use left or right arrows to move the appropriate answer then
push enter to accept.  If you answer No, the next conformation
window will ask you if you would like to edit this entry, answering
Yes will let you start over at the top of the work order leaving
what information on the screen that is already there allowing you
to edit it.  If you answer No, it will not save the work order.
Then you are asked if you would like to do another, No will return
you to the Main Menu.  Yes will clear the screen of any data you
put in and start you at the top.


The second Screen Here is where you break down all the material
and labor that is to be applied to this job.  You may put a ? to
look up.  See Look up Inventory price Info for details.  To edit
the line items use up & down arrows to edit each line item entry.
To delete a line item just blank out the part number then you will
get a conformation widow asking you if you are sure you want to
delete this item.  Yes will delete.  No will abort the deletion
process.  You may also add a new part number here, just put in a
number that is not in the system, the conformation window will ask
you if you would like to add it now.  No will return you to put in
a new number.  Yes will take you to Add/Edit Inventory.  After you
have add a new item then you are returned to line item entry to
finish.  If the items Class is LABOR and Taxable is NO, you may put
in the Quan field increments of time and the system will
automatically calculate the labor charge basted on the information
in the Company setup file.

Is all the above correct Yes or No.  The default is yes, to
execute the default push enter or the letter Y.  To answer No type
N or use left or right arrows to move the appropriate answer then
push enter to accept.  If you answer No, you are returned to
editing the line items.  Yes will pop up the paid by window.


Paid In Full Yes will let you put in the method of payment.  No
will finish this work order marking it not paid so you can then
print an invoice for it.


Would you like to do another The default is yes, to execute
the default push enter or Y.  Yes will clear the screen and start
you over at the top.  To answer No type N or use left right arrow
to highlight No then push enter.  NO will return you to the Main
Menu.



































ADD / EDIT INVENTORY


Part No: Is up to 15 alpha numeric characters.  You enter in
Plumlees 12 digit numeric part number or you enter in an alternate
part number or add a new one, if the part number is not found you
will be asked if you would like to add it now Yes or No the default
is Yes.  If the part number is found the screen will fill up with
the information about that item.  You can use "?" to look up by
Class or Oem.  See inventory price Info.


Class: Is up to 8 alpha numeric characters.  Class code is a code
you can use to group selective items together so you can quickly
find a item through look up by class, this will allow you to group
together regular looked up items fast.  If the class code is for
LABOR the class must be "LABOR" and you must answer No to is this
item taxable.  You may make up as many class codes as you like.
Make sure when you add a new code to the system that you also add
it to the class pick list in ADD/EDIT CLASS CODES using class codes
will make this a very unique and powerful tool.
Examples;
HWHG = Hot Water Heater Gas
CC90 = Copper 90%
BFP  = Back Flow Preventer
BP   = Black Pipe
BP+  = Black Pipe over 1"
PVCC = PVC Couplings


Mfg.: Is up to 8 alpha numeric characters.  You enter in a short
abbreviation for a Manufactures ID. here and you can look it up
under inquiry inventory broken down by Mfg. you can look up items
very fast this way and you can have has many manufactures as you
want.  If you add any new ones to the system be sure to add it to
the OEM pick list through ADD/EDIT OEM.
Examples;
MOEN_FCT = Moen Faucets
AOSMITH  = A O smith
CREST     = Crest MFG. CO.
AM/STD-B = American Standard Brass
B&G      = Bell & Goss


Mfg Pt No: Is up to 15 alpha numeric characters.  You enter in
the manufacture number for that part if applicable.


Desc: Is up to 25 alpha numeric characters.  You enter in the
description of the item here that makes the most sense to you.

Index No: Is up to 8 alpha numeric characters.  You enter in a
index number here.  This is used to up date your cost and sell
prices, all items with a given index number will have the prices up
dated when you run the Add/Edit OEM program.


Unit: Is up to 4 alpha numeric characters.  You enter in unit of
issue here.
Example;
EA
DOZ
FT


Trade: Is up to 6 numeric characters.  This is the Manufacture
trade price supplied by Plumlee.


List: Is up to 6 numeric characters.  This is the Manufactures
list price supplied by Plumlee.  This is the price the ADD/EDIT OEM
works off of to up date your cost and sell based on percentages you
supply the system through ADD/EDIT OEM.


Sell: Is up to 6 numeric characters.  This is the Plumlees
suggested selling price to the customer, supplied by Plumlee.


Sell: Is up to 6 numeric characters.  This is the price that is
update by add/edit oem.  The price is derived from percentages off
list price, you supply the system the percentage through ADD/EDIT
OEM.  And is where you put what you would like to sell the item
for, this is the price that is used in finish work orders and POS.


Cost: Is up to 6 numeric characters.  This is the price that is
update by ADD/EDIT OEM, the price is derived from percentages off
list price, you supply the system the percentage through ADD/EDIT
OEM.  Or you may put your actual cost for that item here.  When you
do a ENTER PURCHASES entry the cost price of that invoice will
replace what ever cost price that is there now.


Quantity: Is up to 6 numeric characters.  This is the on hand
Quantity that you have and is up dated by enter perches and is
decremented by finish work orders.




Is this item taxable Most items may be taxable but you must be
sure to answer No to taxable if labor is not taxed and the class
for labor must be "labor" if not when you finish a work order it
may add tax to labor so be sure to answer No to any item you do not
want to be taxed.


Vehicle Service Records


Truck No: Is up to 8 alpha numeric characters.  To identify your
trucks and or mechanic, it is used in finish work orders and must
be a unique number or ID.  You can put a "?" to look up.  The rest
of the screen is self explanatory and is only used as a reference
for your convenience.


Add/Edit Vehicle Service Records Push the F10 key to add a
new service record.  Highlight one that all ready exist and push
enter to see full detail on the record or push the F9 key to edit
the highlighted record. **will need to add F9 & F8 keys.**



Map Add/Edit


Street Name: Is up to 25 alpha numeric characters.   The default
? will show you a key sensitive scrolling window pick list indexed
on street name.  To edit, highilte the steet you want then push
enter.  To add a new street just type in the new street name.


Page & Grid: Is up to 8 alpha numeric characters.  This is the
coordinates that is use in all the map grid look ups.


Tax Zone: Is up to 3 alpha numeric characters.  This is used with
look up map and must be the same for all tax zones in your work
area.


Zip Code: Is up to 5 numeric characters.  This is the optional
zip code that is use in all the map grid look ups.




LOOK UP


Inventory Price Info You have three way to quickly look up a
inventory item, the default is CLASS, use left or right arrows to
highlight choice then push enter to execute.


Part Number Is up to 15 alpha numeric characters.  Here you type
in Plumlees part number or a alternate number or a part number you
have added to the system.  All look ups are on a soft seek, this
means that if there is not a exact match to the number you put in
it will find the closes thing to the number you put in.


Class Is up to 8 alpha numeric characters.  Here you put in a
Class Code that is in the system or you except the default ? to get
a key sensitive scrolling window pick list that shows you the long
names and Class Code for all the ones that have been entered in to
the system through Add/Edit Class List.


Factory Name Is up to 8 alpha numeric characters.  Here you put
in a Manufactures Code that is in the system or you except the
default ? to get a key sensitive scrolling window pick list that
shows you the names of Manufactures Codes for all the ones that
have been entered in to the system through Add/Edit OEM List.


Customer You get a key sensitive scrolling window pick list that
shows all the customer in the system indexed on last name.
Highlight choice, push enter to see full screen on that customer.


Bill TO You get a key sensitive scrolling window pick list that
shows all the BILL TO customer in the system indexed on last name.
Highlight choice, push enter to see full screen on that BILL TO
customer.


Vendors You get a key sensitive scrolling window pick list that
shows all the Vendors in the system indexed on last name.
Highlight choice, push enter to see full screen of that Vendor.


Message Line  At the bottom of the screen you will see text that
will help you with what buttons to push or what type of information
the system wants, the message line changes when the courser moves
from field to field or from screen to screen.

ESC Button Will get you back to the Main Menu but will not leave
the system.  ESC will in some cases back you up to the top of the
enter screen you or on to let you reenter a ID. number.  ESC dose
not work in the Description of work field you must push F10 to exit
that field first.

F1 Key Is the help key when the curser is in the field that you
would like help on, push the F1 key and a self editing help window
will pup up on the screen.


F3 Key After you have put in a Customer ID.  It will pup up a
normally hidden window.  You may put in the normally hidden window,
any comments that you would like to make about that customer.  Next
time that customer is pulled up in the top right hand corner of the
screen you will see F3 to let you know that there is a hidden note
about that customer.


F4 Key After you have put in a job number you may put in a
normally hidden window, any comments that you would like to make
about that job number, next time that job is pulled up in the top
right hand corner of the screen you will see F4 to let you know
that there is a hidden note about that job number.

F5 Key Will pop up a Calculator.


conformation windows, all the above correct yes or no.
The default is usually Yes, push enter to accept the default or the
letter Y.  To answer No type N or use left or right arrows to move
the appropriate answer then push enter to accept.  If you answer
Yes the information that is on the screen will be saved. If you
answer No it will not save the information that is on the screen.
Then you are usually asked if you would like to do another. No will
return you to the Main Menu.  Yes will save and clear the screen of
any data you put in and start you at the top.


Scrolling Windows.  Are key sensitive, this means you can type
in the alpha numeric characters, depending and the index you are on
to jump to what you are looking for.  To start over with a new
index key just push the up or down arrows one time.  This will
start you over with a new key sensitive, the more you type or spell
what you are looking for the closer the scrolling window comes to
it.




Full Screen Windows.  You may use Up & Down arrows to retard or
advance to the next record or Page Up or Page Down keys to skip 20
records at a time.  CTRL. Page Down or CTRL. Page Up will take you
to top or bottom of the file


Page Down Key  Can be used to advance you thorough a entry
screen by passing all the rest of the entry fields past the courser
that you do not want to fill in, advancing you down to the
conformation window.


Is all the above correct yes or no.  The default is yes push
enter to accept or the letter Y or to answer No type n or use left
or right arrows to move the appropriate answer.  If you answer no,
then the next conformation window will ask you if you would like to
edit this work order answering yes will let you start over at the
top of the work order leaving what information on the screen that
is already there.  If you answer No it will not save the work
order, them you are asked if you would like to do another No will
return you to the Main Menu.  Yes will clear the screen of any data
you put in and start you at the top.


Would you like to print this work order now Default is
Yes, to accept the default push enter or type "Y".  Yes will print
the work order to your printer.  To answer No type "N" or left or
right arrow to highlight No then push enter.  No will not print the
work order, then you ore asked if you would like to do another.


Would you like to do another The default is yes to execute
the default push enter or "y"  yes will clear the screen and start
you over at the top.  To answer No type "N" or use left right arrow
to highlight No then push enter.  NO will return you to the Main
Menu.


Bar Code Option.  With the Bar Code Scanner you can put Bar Code
labels on your bins or in a book than you simply scan the Bar Code,
count the number of items you has in that bin than punch the quanti
in to the scanner.  Then you plug the Scanner in to your computer
and you inventory on hand quanti will be up dated in just a few
seconds.  There will be no need to wright any thing down or no need
to sit at your key board type numbers over and over again.  All the
hard ware and soft ware for Bar Code labels is available through
independent dealers or you may contact Concepts.dbf for Details.