- Quick Start
- From the Main Menu, choose File/New Database. To use the default location and name click SAVE.
- The Options window will appear, enter your information and click EXIT.
- From the Main Menu, choose Customers, from the Customer Search window click ADD CUSTOMER.
- Enter Customer information.
- Click ORDER ENTRY to enter order information, when order is complete click SAVE.
- From the Customer Update window click EXIT.
- From the Main Menu, choose Reports, Choose ‘1. Orders’, Choose View or Print.
- Adding Customers
- Customers can be added from the Search Window or from the Customer Update Window. Once a customer is entered to recall that customer use the Customer Search Window.
- Searching for Customers
- Any combination of search criteria is allowed. Enter full field or first few characters of field to search. The search will return all customers matching the criteria and display the first customer in the Customer Update window.
- Entering Orders
- Enter customer orders using the order entry Grid. Enter Catalog number, Page number, Product description, Shade/Fragrance, Size, Quantity, Unit price, and Taxable Indicator’s check boxes, Line item discount percent. If catalog number is in the product file then Product description, Shade/Fragrance, Size, Amount and Taxable indicator’s will be automatically entered into the Grid. The automatically entered fields can be edited. The Total column is view only.
- There are 7 optional columns that can be hidden by using the show/hide options on the menu bar. Columns can be resized by using the mouse. Order entry can be set to Multiple Line mode using options on the menu bar, this will wrap each row instead of scrolling. The new settings can be saved by using options on the menu bar.
- Printing Orders
- Produces an order invoice for every customer with order activity for the current campaign. Any comments entered in the Options will be printed following the invoice details, then the optional ‘Thank You’ message. These will print on every order. Any customer level comments that exist will be printed after the order detail/totals. A short order option is available which will print as many orders per page that will fit. Comments, some customer demographic, representative demographic information will not print on short orders. Short orders require cutting each order on the dotted line.
- Printing Order Summary
- A summary of all products ordered for the current campaign. This report can be used to fill out the purchase order. This report has an option to summarize all positive or negative dollar amount items listed on customer orders.
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