HOME SAMPLE CLIENT/PROSPECT FILE MENU
THIS FILE IS USED FOR A MARKETING TOOL AND TO SUPPLY DATA
ON CUSTOMERS FOR THE OTHER FILES -SALES/ORDERS/ETC.
THIS IS A SAMPLE OF THE MENUS FOR A CLIENT OR PROSPECT FILE.
SCREEN 1 IS SET UP AS A QUICK DATA ENTRY SCREEN FOR A SMALL
AMOUNT OF INFORMATION. SCREEN 2 CONTAINS MOST OF THE BASIC
CLIENT INFORMATION. SCREEN 3 IS USED TO UPDATE CALL CODES AND
DATES. SCREEN 4 IS USED TO UPDATE LETTER CODES, ETC.
THE ADD/UPDATE SALES CODES SELECTION REFERS TO A FILE WHICH
CONTAINS CODES AND NAMES, ADDRESSES, ETC FOR USE IN HEADINGS,
ETC ON FORM LETTERS. ADD/UPDATE CUSTOM LETTERS REFERS TO A
LETTER FILE WHERE YOU CAN TYPE THE BASE PORTION OF THE LETTER
TO USE WITH A MERGE TYPE PROCESSING FEATURE.
ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿
³ SAWMILL CLIENT MENU ³
ÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´
³ ³
³ A - SIMPLE INPUT SCREEN 1 ³
³ B - BASIC CLIENT/PROSPECT SCREEN 2 ³
³ C - LETTERS/CHANGE ORDER SCREEN 4 ³
³ D - UPDATE CALL INFORMATION 3 ³
³ E - PRINT SELECTER CUSTOMER LETTERS ³
³ ³
³ G - ADD/UPDATE SALES CODES & ADDRESS ³
³ H - ADD/UPDATE CUSTOM LETTERS TEXT ³
³ ³
³ X - Exit ³
³ ³
ÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´
³ Enter Selection > A ³
ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ
SIMPLE CUSTOMER ENTRY SCREEN
UPDATED BY:AA
CUSTOMER NAME:Sample Customer
ADDRESS:SAMPLE BILLING ADDRESS 1
CREDIT LIMIT: 10000
D&B RATING:AAAAAAAAAA
EXEMPTION NUMBER:111111111111111
CITY:Bill City
STATE:LA
ZIP:71111
PHONE:(111) 222-3333
CUSTOMER NUMBER:999999
ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ
Screen 1 Enter Selection > Record:
CUSTOMER NUMBER: 999999 LAST UPDATED:06/23/91
COMPANY NAME: Sample Customer UPDATED BY:AA
FIRST NAME LAST TITLE
BILL CONTACT:BOBBY JONES ACCOUNTANT FAX PH:(123) 456-5555
SHIP CONTACT:JOHN ROBERTS SHIPPING
PURCH CONTACT:BILL THOMPSON PURCHASING
BILL TO SHIP TO
NAME:Sample Customer NAME:SAMPLE SHIPPING NAME 1
ADDRESS1:SAMPLE BILLING ADDRESS 1 ADDRESS1:SAMPLE SHIPPING ADDRESS 1
ADDRESS2:SAMPLE BILLING ADDRESS 2 ADDRESS2:SAMPLE SHIPPING ADDRESS 3
CITY: Bill City CITY:Ship City
STATE: LA ZIP: 71111 STATE:LA ZIP: 71111
PHONE: (111) 222-3333 PHONE:(222) 333-4444
ACKNOWLEDGE TO CODE:B (B=BILL, S=SHIP, A=ACKNOWLEDGE-ENTER ONE)
NAME:SAMPLE ACKNOWLEDGE NAME LETTER CODE:XX
ADDRESS1:SAMPLE ACKNOWLEDGE ADD 1
ADDRESS2:SAMPLE ACKNOWLEDGE ADD 2
CITY:ACKNOWLEDGE CITY STATE:LA ZIP:71111
PHONE:(333) 222-1111
CREDIT LIMIT: 10000 D&B:AAAAAAAAAA EXEMPT:111111111111111
ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ
Screen 2 Enter Selection > Record: 8
D -Delete, H -Hardcopy, U -Update, X -Exit, F -Print Form, B -Browse
UPDATE CALL INFORMATION
Sample Customer UPDATED BY AA
SAMPLE BILLING ADDRESS 1 06/23/91
Bill City LA 71111
FIRST CALL MO DAY
CALL BACK MO DAY
FIRST LETTER LETTER CODE
LAST PHONE CALL PHONE CODE
LAST LETTER LETTER CODE
???????? CALL ???????? CALL CODE
???????? ???????? CODE
?????????????? ?????????????? CODE
??????????????? ??????????? CODE
???????? YOU NAME THESE DATE FIELDS AND CODE FIELDS.
ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ
Screen 3 Enter Selection > Record:
CUSTOMER NUMBER: 999999 Sample Customer SPECIAL KEYS:
BILL CONTACT:BOBBY JONES ACCOUNTANT <HOME> TO PRINT;<L>/<C>
SHIP CONTACT:JOHN ROBERTS SHIPPING TO UPDATE LETTER/CODE
PURCH CONTACT:BILL THOMPSON PURCHASING LAST UPDATED:06/23/91
BILL TO SHIP TO
NAME:Sample Customer NAME:SAMPLE SHIPPING NAME 1
ACKNOWLEDGE TO NAME SAMPLE ACKNOWLEDGE NAME
AA PUT YOUR CODE HERE. THIS WILL PUT YOUR NAME, ETC ON LETTERS AND FORMS. IF
YOU DO NOT HAVE A CODE, SELECT ONE FROM THE XX CODES AND ADD YOUR DATA & CODE.
PRESS <F6> FUNCTION KEY TO SEE CODES. <?> SPECIAL KEY ABOVE TO ACCESS/UPDATE.
B PUT A "B" OR "S" OR "A" HERE. THIS DETERMINES WHO GETS THE LETTER OR FORM.
THIS WILL SHOW UP ON THE "SOLD TO" OR "BILL TO" AREAS OF FORMS. B="BILL TO" DATA
S="SHIP TO" DATA, A="ACKNOWLEDGE TO" DATA.IF NO ACKNOWLEDGE TO EXISTS YOU CAN
USE THIS TO SEND LETTERS TO OTHERS IN THE COMPANY.
XX THIS DETERMINES WHICH OF THE FORM LETTERS IS SENT. YOU CAN UPDATE THE TEXT
NOW OR FROM THE MENU SELECTION. ONLY THE LETTER BODY CHANGES-CHANGE SOME CODES
THIS IS A SELECTION CODE. PUT A-Z HERE AND WHEN USING EXTENDED SELECTIONS,
REQUEST FIELD 14 EQ "WHATEVER YOU PUT HERE" OR USE THE MENU SELECTION-MASS PRINT
ANOTHER SELECTION CODE. USE ONE OR BOTH. JUST REMEMBER WHICH FIELD YOU USED
FOR WHICH CODE. SEE EXTENDED SELECTION HELP FOR MORE DETAILS AND EXAMPLES.
ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ
Screen 4 Enter Selection > Record: 8
ENTER NEW PROSPECTS OR CUSTOMERS SAMPLE SCREEN
FIRST NAME ROBERTS LAST JOHN IFE BOBBY
OFFICE ADDRESS SAMPLE BILLING ADDRESS 1 OFF PH: (111) 222-3333
CITY Bill City STATE LA ZIP 71111
SOURCE
USE NUM LOCK ON, CAPS LOCK ON, AND USE ARROW
KEYS TO MOVE FROM FIELD TO FIELD
FUNCTION KEYS: F1 MOVES DATA RIGHT OR INSERTS SPACE (SAME AS INSERT KEY)
F2 MOVES DATA LEFT OR DELETES SPACE (SAME AD DELETE KEY)
F5 REPEATS DATA FROM LAST RECORD ENTERED
EXAMPLE: FOR CITY AND STATE F5 REPEATS SHREVEPORT
AND F5 AGAIN REPEATS LA
F7 MOVES CURSOR TO CHARACTER AFTER LAST NON-BLANK CHARACTER
IN FIELD OR ENTRY AREA
F8 TABS THE CURSOR WITHIN A FIELD
F10 ACCESSES "HELP" WHEN AVAILABLE
ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ
Screen 6 Enter Selection > Record: 8
THE BASIC INVENTORY FILE CONTAINS A SYSTEM CODE (PART NUMBER) TO
IDENTIFY EACH PRODUCT. ONCE THE PRODUCTS HAVE BEEN SET UP IN THIS
FILE THE AMOUNTS ARE UPDATED FROM OTHER FILES- THE MONTHLY PHYSICAL
INVENTORY FILE AND THE DAILY PRODUCTION AND SHIPPING FILE.
SAWMILL BASIC INVENTORY FILE MENU
A - PRODUCT ENTRY/UPDATE SCREEN 1 M - PRINT YEAR-TO-DATE DELIVERED
B - PRODUCT SCREEN 2 N - PRINT CONVERSION FACTOR REPORT
C - PRODUCT STATUS SCREEN 3 N - GENERAL OUTPUT REPORTS
D - PRINT PRODUCTS ON HAND REPORT
E - PRINT BEGINNING INVENTORY REPORT
F - PRINT ENDING INVENTORY REPORT
G - PRINT BEGIN/END COMPARISON
H - PRINT COMPARISON-PIECES GT (QTY)
I - PRINT COMPARISON-BRD FT GT (QTY)
J - PRINT MONTH-TO-DATE PRODUCED
K - PRINT MONTH-TO-DATE DELIVERED
L - PRINT YEAR-TO-DATE PRODUCED
X - Exit
ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ
Enter Selection > A
##A
DAILY SAWMILL INVENTORY FILE - PRODUCTION/SHIP:*1 (P/S) DATE:*11
STAGE:*10 PRODUCT:*9 THICK:*18 WIDTH:*19 LENGTH:*3 GRADE:*8*20 ST:*23 SW:*24
PACK(Y/N)*15 PIECES:*4 FEET/PACKAGE:!22 BRD FT FACTOR:!5
SAVE NOW:*14 ENTER A "3" HERE (OR ESC) TO RECORD AND ADVANCE TO NEXT FREE RECORD
EXAMPLE CODE:110104062024=FINISHED PINE - 1 1/4" X 4 1/2" X 6' GRADE C & BTR)
SYSTEM CODE:*13 !2 !17
CPTTWWLLGGSS SIZE DESCRIPTION
STAGEÄÙ³³³³³³³³³ÀÀSPECIAL THICK & WIDTH CURRENT GRADE CODE RANGES
PRODUCTÄÄÙ³³³³³³ÀÀGRADE CODES-MOST COMMON:20-29=C & BTR ; 30-39=D GRADE
THICKNESSÄÙÙ³³³³ 40-49=GRADE #1; 50-59=GRADE #2
WIDTHÄÄÙÙÀÀLENGTH 60=69=GRADE #3; 70=79=GRADE #4
(NOTE SPECIAL THICK & WIDTH CODE FIELDS) OTHER CODES
SS=SPECIAL THICK & WIDTH 00=NO FRACTIONS 01-09=LAM GRADE
1=1/8" 4=1/2"(4/8) 7=7/8" 10-19=UNUSED NOW
2=1/4"(2/8) 5=5/8" 8=UNUSED FOR NOW 80-89=KILN/PLANER
3=3/8" 6=3/4"(6/8) 9=UNUSED FOR NOW 90-99=ROUGH PACKAGE
C -STAGE FN=1=FINISHED;PL=2=PLANER;KL=3=KILN;RD=4=ROUGH DRY;RG=5=ROUGH GREEN
P-PRODUCT: P =1=PINE;H=2=HARDWOOD;O=OTHER;MORE STAGE & PRODUCT CODES AVAILABLE)
SEE SCREEN 1 FOR ANOTHER VIEW OF THIS INFORMATION. SCREEN 1 AND 2 ARE BOTH RAPID
ENTRY SCREENS; USE <ENTER> KEY TO DUPLICATE FIELDS AFTER FIRST RECORDS ARE INPUT
File: SDAILYÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄColor Screen: 2
##B
DAILY SAWMILL INVENTORY FILE - PRODUCTION/SHIP:X (P/S) DATE:XXXXXXXX
STAGE:XX PRODUCT:X THICK:XX WIDTH:XX LENGTH:XX GRADE:X X ST:X SW:X
PACK(Y/N)X PIECES:XXXXX FEET/PACKAGE:XXXX BRD FT FACTOR:XXXXXXXX
SAVE NOW:X ENTER A "3" HERE (OR ESC) TO RECORD AND ADVANCE TO NEXT FREE RECORD
EXAMPLE CODE:110104062024=FINISHED PINE - 1 1/4" X 4 1/2" X 6' GRADE C & BTR)
SYSTEM CODE:XXXXXXXXXXXX XXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXX
CPTTWWLLGGSS SIZE DESCRIPTION
STAGEÄÙ³³³³³³³³³ÀÀSPECIAL THICK & WIDTH CURRENT GRADE CODE RANGES
PRODUCTÄÄÙ³³³³³³ÀÀGRADE CODES-MOST COMMON:20-29=C & BTR ; 30-39=D GRADE
THICKNESSÄÙÙ³³³³ 40-49=GRADE #1; 50-59=GRADE #2
WIDTHÄÄÙÙÀÀLENGTH 60=69=GRADE #3; 70=79=GRADE #4
(NOTE SPECIAL THICK & WIDTH CODE FIELDS) OTHER CODES
SS=SPECIAL THICK & WIDTH 00=NO FRACTIONS 01-09=LAM GRADE
1=1/8" 4=1/2"(4/8) 7=7/8" 10-19=UNUSED NOW
2=1/4"(2/8) 5=5/8" 8=UNUSED FOR NOW 80-89=KILN/PLANER
3=3/8" 6=3/4"(6/8) 9=UNUSED FOR NOW 90-99=ROUGH PACKAGE
C -STAGE FN=1=FINISHED;PL=2=PLANER;KL=3=KILN;RD=4=ROUGH DRY;RG=5=ROUGH GREEN
P-PRODUCT: P =1=PINE;H=2=HARDWOOD;O=OTHER;MORE STAGE & PRODUCT CODES AVAILABLE)
SEE SCREEN 1 FOR ANOTHER VIEW OF THIS INFORMATION. SCREEN 1 AND 2 ARE BOTH RAPID
ENTRY SCREENS; USE <ENTER> KEY TO DUPLICATE FIELDS AFTER FIRST RECORDS ARE INPUT
ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ
Screen 9 Enter Selection > Record: 572
##C
WIDTHÄÄÚ¿Ú¿ÄLENGTH LAST UPDATE:06/12/91
THICKNESSÄڿôôڿÄGRADE CODES PRODUCTION STAGE:FINISHED
PRODUCTÄĿôôôôÚSPECIAL THICKNESS PRODUCT:PINE
STAGEÄ¿³Ã´Ã´Ã´Ã´³ÚSPECIAL WIDTH GRADE C
CPTTWWLLGGSS 1 X 6 -C- S4S KD YP GM
SYSTEM CODE:110106062000 LENGTH: 6
BASIC PRODUCT FILE STATUS ³ITEMS TO
START INVENTORY ³ MTD ³ MTD ³ CURRENT ³NEW INVENTORY ³CHECK FOR
DATE : ³ PRODUCED ³ DELIVERED ³ ON HAND ³DATE: ³ERRORS?
PIECES: ³ ³ ³ 0 ³ ³ 0
BRD FT: ³ ³ ³ 0 ³ ³ 0
³ YTD ³ YTD ³ MTD SALES AMOUNT $
³PRODUCED ³ DELIVERED ³ YTD SALES AMOUNT $
PIECES:³ ³ ³ AVERAGE PRICE/MBF $ .00
BRD FT:³ ³ ³
SELLING PRICE A: PER MBF
SELLING PRICE B: PER MBF
SELLING PRICE C: PER MBF
ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ
Screen 3 Enter Selection > Record: 1
ADJUSTMENTS MAY BE MADE HERE. IF ANY ARE MADE FROM THIS FILE, THEN
THE OTHER FILES ALSO NEED TO BE ADJUSTED. IF YOU DO A MASS UPDATE
OF THIS FILE FROM THEM, IT COULD CHANGE THE DATA IN THIS FILE.
##D
THE PRODUCTS ON HAND REPORT IS A LISTING OF ALL INVENTORY ITEMS
THAT HAVE QUANTITIES ON HAND GREATER THAN ZERO. IT IS SORTED BY
PRODUCT (SYSTEM) CODE. IF YOU NEED A LIST SORTED BY ANOTHER ORDER,
CHOOSE THE "GENERAL OUTPUT REPORTS" SELECTION AND ENTER A FORM
NAME OF "PRODONHD". THE FOLLOWING WILL APPEAR:
ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿
³ R E Q U E S T O U T P U T ³
ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ
Enter Output Format Name: (ENTER PRODONHD HERE)
Enter Index (0-9,A-P):
Or Press ÄÄÙ For No Index (PRESS <ENTER> FOR NO INDEX)
THE NEXT PAGE SHOWS A SORT SELECTION SCREEN
1- SYSTEM CODE 11- SELLING PRICE B 21- MTD BOARD PC/PK
2- DESCRIPTION 12- SELLING PRICE C 22- MTD BRD FT DELI
3- YOUR CODE 13- PRICING UNIT "per" 23- YTD PC/PK PRODU
4- PIECES ON HAND 14- QUICK SAVE "HOT KEY" 24- YTD BRD FT PROD
5- BOARD FEET ON HAND 15- PHYS PIECES START INV 25- YTD PC/PK DELIV
6- PIECES ON ORDER 16- PHYS BRD FT START INV 26- YTD BRD FT DELI
7- BOARD FT ON ORDER 17- DATE PHYS INVENTORY 27- WEIGHT FACTOR
8- NEW BRD FT NEEDED 18- GRADE CODE 28- SHORT SIZE DESC
9- DIVISION CODE 19- MTD PIECE/PACK PRODUC 29- BOARD FEET FACT
10- SELLING PRICE A 20- MTD BOARD FT PRODUCED 30- P,H,L CODE
Sort Field: 1
Length: 12
Descending?
Subtotal Field?
ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ
Use PgDn And PgUp To See Other Fields
Press F5 To Toggle Between Field Headings And Lengths/Edits
Press ESC To Record, BREAK To Cancel
THE ABOVE IS THE "DEFAULT" SORT SELECTION (1) SORTS BY SYSTEM CODE.
TO SORT BY SIZE CHANGE THE (1) TO 28 = SHORT SIZE DESCRIPTION OR
ANY OTHER FIELD TO SORT BY OTHER SELECTIONS - <PAGE UP> OR <PAGE DOWN>
WILL SHOW OTHER FIELDS. SEE REMAINDER OF THIS HELP AT SELECTION ON
GENERAL OUTPUT REPORTS SELECTION.
##E
BEGINNING INVENTORY REPORT
THIS SELECTION PRINTS A REPORT THAT SHOWS THE STARTING AMOUNTS FOR
THE PHYSICAL INVENTORY.
##F
ENDING INVENTORY REPORT
THIS SELECTION PRINTS A REPORT THAT SHOWS THE ENDING AMOUNTS FOR
THE PHYSICAL INVENTORY.
##G
THIS COMPARES THE BEGINNING AND ENDING PHYSICAL INVENTORY RESULTS
##H
THIS COMPARES THE DIFFERENCES BETWEEN THE "ON HAND" INVENTORY AND
THE ENDING PHYSICAL INVENTORY AND LETS YOU CHOOSE THE AMOUNT OF
DIFFERENCE IN PIECES (DO NOT MIX STAGES THAT HAVE PIECES AND
PACKAGES TOGETHER- THERE IS A LARGE DIFFERENCE BETWEEN ONE PIECE
AND ONE PACKAGE). THE NEXT MENU SELECTION SELECTING BY BOARD FEET
MAY BE A BETTER SELECTION FOR MIXED STAGE COMPARISONS.
##I
THIS COMPARES THE DIFFERENCES BETWEEN THE "ON HAND" INVENTORY AND
THE ENDING PHYSICAL INVENTORY AND LETS YOU CHOOSE THE AMOUNT OF
DIFFERENCE IN BOARD FEET (DO NOT MIX STAGES THAT HAVE PIECES AND
PACKAGES TOGETHER- THERE IS A LARGE DIFFERENCE BETWEEN ONE PIECE
AND ONE PACKAGE).
##J
THIS PRINTS A REPORT OF THE MONTH-TO-DATE LUMBER PRODUCTION.
THIS WILL ALSO LET YOU PRINT OTHER TIME PERIODS SUCH AS QUARTER
OR ANNUAL- JUST CHANGE THE STARTING DATE AND ENDING DATE TO MATCH
THE PERIOD YOU WANT SELECTED.
##K
SAME AS MONTH-TO-DATE PRODUCED EXCEPT SELECTS AMOUNT DELIVERED
OR SHIPPED.
##L
SAME AS ABOVE
##M
SAME AS ABOVE
##N
PRINTS A REPORT SHOWING THE BOARD FEET CONVERSION FACTOR FOR
INDIVIDUAL PIECES OR THE FEET PER PACKAGE CONVERSION FOR PRODUCTS
IN PACKAGES.
##O
GENERAL OUTPUT REPORTS HELP - MORE HELP ON THIS SUBJECT IS ALSO
FOUND IN ANOTHER SECTION.
ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿
³ R E Q U E S T O U T P U T ³
ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ
Enter Output Format Name: (ENTER PRODONHD HERE)
Enter Index (0-9,A-P):
Or Press ÄÄÙ For No Index (PRESS <ENTER> FOR NO INDEX)
THE NEXT PAGE SHOWS A SORT SELECTION SCREEN.
1- SYSTEM CODE 11- SELLING PRICE B 21- MTD BOARD PC/PK
2- DESCRIPTION 12- SELLING PRICE C 22- MTD BRD FT DELI
3- YOUR CODE 13- PRICING UNIT "per" 23- YTD PC/PK PRODU
4- PIECES ON HAND 14- QUICK SAVE "HOT KEY" 24- YTD BRD FT PROD
5- BOARD FEET ON HAND 15- PHYS PIECES START INV 25- YTD PC/PK DELIV
6- PIECES ON ORDER 16- PHYS BRD FT START INV 26- YTD BRD FT DELI
7- BOARD FT ON ORDER 17- DATE PHYS INVENTORY 27- WEIGHT FACTOR
8- NEW BRD FT NEEDED 18- GRADE CODE 28- SHORT SIZE DESC
9- DIVISION CODE 19- MTD PIECE/PACK PRODUC 29- BOARD FEET FACT
10- SELLING PRICE A 20- MTD BOARD FT PRODUCED 30- P,H,L CODE
Sort Field: 1
Length: 12
Descending?
Subtotal Field?
ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ
Use PgDn And PgUp To See Other Fields
Press F5 To Toggle Between Field Headings And Lengths/Edits
Press ESC To Record, BREAK To Cancel
THE ABOVE IS THE "DEFAULT" SORT SELECTION (1) SORTS BY SYSTEM CODE.
TO SORT BY SIZE CHANGE THE (1) TO 28 = SHORT SIZE DESCRIPTION OR
ANY OTHER FIELD TO SORT BY OTHER SELECTIONS - <PAGE UP> OR <PAGE DOWN>
WILL SHOW OTHER FIELDS.
Select All Records (Y/N): (Y SELECTS ALL RECORDS- DO NOT CHOOSE)
(N MOVES TO NEXT CHOICE.)
EXTENDED SELECTION TABLE- SEE "INPUT HELP" MENU SELECTION FOR MORE
Group Field Heading Rel Value
ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ
ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ
U To Update, C To Clear, S To Save, L To Load,
ÄÄÙ To Select Records, X To Exit
ENTER <U> TO UPDATE OR <L> TO LOAD A SAVED SELECTION.
THE FOLLOWING IS AN EXAMPLE OF A SELECTION THAT WILL PRINT THE
ROUGH DRY AND ROUGH GREEN INVENTORY.
Group Field Heading Rel Value
ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ
X 31 STAGE CODE(FN/PL/KL/RD EQ RD
X 31 STAGE CODE(FN/PL/KL/RD EQ RG
ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ
Selector Sentence:
File: sprodantÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄSelection Set: PACKAGE
Enter Selection >
U To Update, C To Clear, S To Save, L To Load,
ÄÄÙ To Select Records, X To Exit
QUESTIONS AND COMMENTS ON PURCHASING A COMPUTER SYSTEM
QUESTIONS AND COMMENTS. WHAT DO YOU PLAN TO DO WITH THE COMPUTER
SYSTEM? Computers are used for many applications from the small hand
calculator to the multi-million dollar systems. Consider those for
under $10,000. The smaller HOME COMPUTERS start at about $300 to $1000.
The smaller OFFICE SYSTEMS are from about $1000 to $10,000. What you
want to do and how fast you need to do it determines the type system
for you.
WILL YOU TAKE THE TIME REQUIRED TO LEARN TO OPERATE THE SYSTEM? The
choices are that YOU learn to operate it or that you hire someone or
have someone trained to operate it. (Consider the value of an expensive
typewriter in an office where no one types.) A secretary can type and
can be taught to operate the computer systems sold today once the
programs and instructions are developed.
DOES THE SOFTWARE (programs that tell the computer how to operate)
ALREADY EXIST TO DO WHAT YOU WANT DONE? IF NOT, WILL YOU WRITE NEW
SOFTWARE OR PAY SOMEONE ELSE TO WRITE NEW PROGRAMS FOR YOUR
APPLICATIONS? Very few of us will ever be able to write new programs.
Paying someone to write a new program is expensive plus you have to be
able to define exactly what you want done in detail before it can be
written. This is not a practical solution. There are large numbers of
programs available at reasonable prices (and many free programs) for
the more popular computers. HOWEVER, you have to develop these to fit
your applications. (Back to that typewriter- you have to tell it what
to type, how to organize the letter.)
HOW DO YOU WANT TO SAVE YOUR INFORMATION? Computers operate with
internal memory which is generally erased when you turn it off or want
to use another program. You need to SAVE your work with another part
of the computer. Most systems have a DISK DRIVE which accepts "floppy"
disks (3.5 inch or 5.25 inch magnetic media shaped like a record). Your
programs are generally stored on these and your data or BACKUP
INFORMATION can be stored in this manner. For large amounts of storage,
A HARD DISK can be used. The floppy disk system is less expensive but
the hard disk is much faster and holds a tremendous amount of data.
DO YOU NEED A "HARD COPY" (printout) OF YOUR DATA? IF SO, WHAT QUALITY
PRINT DO YOU REQUIRE AND HOW FAST MUST IT BE PRINTED? Printers for the
most popular systems cost from about $200 to $3,000 depending on the
answers to these questions.
DO YOU WANT TO COMMUNICATE WITH LARGER SYSTEMS/SERVICES? Many smaller
computers can be used with a MODEM (allows telephone connection) to act
like a terminal for a larger computer or to communicate with large
networks like COMPUSERVE, PRODIGY, and DOW JONES SERVICES. This also
allows you to join a "bulletin board" and get lots of FREE programs.
EVEN THE SMALLEST BUSINESS CAN JUSTIFY A COMPUTER SYSTEM NOW! Prices
for HARDWARE and SOFTWARE are low enough that any successful business
can benefit by owning a computer. Where computers were used in the past
to do PAYROLL, ACCOUNTING, and INVENTORY CONTROL; they can now be used
by the SALES departments and individual salespeople to manage their
PROSPECT files and CUSTOMER files to increase sales.
CHARLES E. GREENE
TO CHANGE A REPORT FORMAT ALREADY SET UP IN COMPUTER.
(NOTE: INSTRUCTIONS MAY VARY WITH YOUR PROGRAM VERSION)
1. SELECT- CHANGE LETTERS OR REPORTS.
2. ENTER FILE NAME: XXXXXXX <ENTER> (REPLACE XX WITH CODE.)
3. ENTER OUTPUT FORMAT NAME: BASIC [ENTER] (THIS IS AN EXAMPLE).
4. PRESS [ESC] WHEN WIDTH OF PAGE, ETC COMES UP.
5. PRESS [ESC] WHEN FIELDS COME UP (1-Last Name, 2-City, etc.)
6. NOW YOU ARE TO THE SCREEN WHERE YOU ACTUALLY CHANGE THE REPORTS.
YOU MAY INCLUDE IN YOUR REPORTS 1. THE OUTPUT FORMAT NAME :*@FN
2. THE CURRENT DATE :*@TD
3. THE PAGE NUMBER :<@PN
7. YOU MAY WANT TO INCLUDE NOTES ON YOUR REPORT TO LET PEOPLE READING IT
KNOW WHAT IS CONTAINED IN THE REPORT OR WHAT CERTAIN CODES MEAN.
ALL THIS INFORMATION IN 6 AND 7 USUALLY WILL TAKE ABOUT 3 LINES. YOU
WILL WANT TO SKIP A LINE IN BETWEEN YOUR NOTES AND THE HEADINGS, SO
THERE ARE A TOTAL OF 5 LINES IN THE TOP PORTION OF THE REPORT. WHEN
DESIGNING A NEW REPORT, THERE ARE ONLY 3 OR 4 LINES IN THE HEADING
PORTION. YOU WILL HAVE TO PRESS F9 FOR TOGGLE GROW MODE. THERE IS A
SELECTION WITH WHAT EACH F# KEY DOES AT THE BOTTOM OF THE SCREEN.
PRESS F9 TO ADD OR SUBTRACT LINES, PRESS F3 TO ADD LINES AND F4 TO
DELETE LINES. THIS CAN BE DONE WHILE DESIGNING OF ANY NEW OR OLD
REPORT. IF YOU WANTED TO ADD SOMETHING INTO AN OLD REPORT, THIS IS
HOW TO ADD IN A LINE. ONCE YOU HAVE FINISHED ADDING AND SUBTRACTING
LINES, YOU SHOULD PRESS F9 AGAIN TO TOGGLE THE GROW MODE OFF.
THIS IS JUST IN CASE YOU ACCIDENTLY PRESS F4 AND DELETE LINES YOU
HAVE WORKED HARD TO PUT IN!
8. NEXT ADD YOUR HEADING TITLES. THE FIELDS AND THEIR FIELD
NUMBERS CAN BE DISPLAYED BY PRESSING F6. FOLLOW THE INSTRUCTIONS
AT THE BOTTOM OF THE PAGE TO SEE ALL FIELDS OR GET BACK TO THE
REPORT FORMAT. TO ADD HEADING TITLES, SIMPLY TYPE EACH FIELD NAME
ON THE LAST LINE OF THE HEADING PORTION, RIGHT ABOVE THE HIGHLIGHTED
LINE THAT SAYS "DATA LINES".
9. WHEN ALL HEADINGS ARE LISTED, GO TO THE LINE DIRECTLY UNDER THE
HIGHLIGHTED "DATA LINES" AND FILL IN YOUR FIELD NUMBERS. DISPLAY
THESE AS BEFORE BY PRESSING F6. THE NUMBER NEXT TO THE FIELD NAME IS
THE FIELD NUMBER. IF YOU WANT THE PRINTED MATERIAL TO BE A NUMBER OR
LETTER, TYPE AN * BEFORE THE FIELD NUMBER. IF YOU WANT THE PRINTED
MATERIAL TO BE ONLY A NUMBER, TYPE A # BEFORE THE FIELD NUMBER. (?)
10. ONCE YOU HAVE COMPLETED THIS, PRESS F5 FOR RESOLVE FIELDS. THIS WILL
TELL YOU IF YOU HAVE LEFT ENOUGH SPACES BETWEEN EACH FIELD. IF YOU
HAVE, HIGHLIGHTED ARROW SYMBOLS WILL BE UNDER EACH FIELD HEADING.
THERE SHOULD BE AN ARROW FOR EACH HEADING, IF THERE IS NOT THEN
GO BACK AND ADD SPACES WHERE THERE IS NO ARROW AND RESOLVE FIELDS
UNTIL THERE IS ENOUGH ARROWS TO MATCH THE NUMBER OF HEADING NAMES.
11. YOU WILL WANT TO CHECK THAT THE HEADINGS ARE LINED UP WITH THE FIELD
NUMBERS BELOW SO YOUR REPORT WILL LOOK NICE AND NEAT. A LITTLE
PRACTICE MAKES THIS FAIRLY EASY.
DESIGNING A NEW REPORT
1. SELECT CHANGE LETTERS OR REPORTS.
2. ENTER FILE NAME: XXXXXXX <ENTER> (REPLACE XX WITH CODE.)
3. ENTER A NAME FOR THE NEW REPORT; IT WILL ONLY HOLD EIGHT
CHARACTERS AND THE FIRST MUST BE A LETTER.
4. IS THIS A NEW OUTPUT FORMAT (Y/N): TYPE "Y".
5. PRESS "1" FOR A REPORT.
6. IF YOU WANT THE REPORT TO BE 132 CHARACTERS WIDE, JUST PRESS
<ESC>, BUT IF YOU WANT THE REPORT TO BE ONLY 80 CHARACTERS WIDE,
YOU MUST TYPE 80 NEXT TO WIDTH OF PAGE AND PRESS <ESC>.
7. THE NEXT SCREEN ASKS HOW TO SORT THE INFORMATION TO BE PRINTED.
TO SORT THE REPORT A CERTAIN WAY EACH TIME THE REPORT IS RUN,
DEFINE IT HERE. IF IT IS GOING TO BE SORTED DIFFERENTLY
EACH TIME, THEN IT IS BEST TO WAIT UNTIL YOU REQUEST OUTPUT AND SORT
IT AT THAT TIME. FOR EXAMPLE, IF YOU KNOW YOU WANT AGENTS PRINTED
IN ALPHABETICAL ORDER EACH TIME, TYPE A "1" NEXT TO SORT FIELD, PRESS
<ENTER> UNTIL THE CURSOR GETS BACK TO THE NEXT SORT FIELD,
THEN PRESS <ESC>. THIS WILL SORT BY LAST NAME WHEN YOU RUN
THE REPORT. YOU CAN CHANGE SORTS AT REQUEST OUTPUT.
8. YOU ARE NOW READY TO DEFINE A REPORT. REFER TO THE PREVIOUS
INSTRUCTIONS ON OUTPUT.HLP, STARTING WITH #6.
9. WHEN DEFINING IS COMPLETE, AND YOU HAVE RESOLVED FIELDS CORRECTLY,
PRESS <ESC>. TYPE "Y" TO REMOVE UNWANTED BLANK LINES. PRESS
<ENTER> FOR NO FORMAT PASSWORD. TYPE "N" IF YOU DON'T WANT TO PRINT
A COPY OF THE FORMAT, "Y" IF YOU DO. THE SAME APPLIES TO DEFINING
ANOTHER FORMAT.
10. YOU HAVE NOW DEFINED A REPORT.
DEFINING OR CHANGING A LETTER (ONE PAGE REPORT)
1. TYPE XXXXXXXX FOR FILE NAME
2. TYPE THE OUTPUT FORMAT NAME (NAME OF THE LETTER). IT CAN ONLY BE
EIGHT CHARACTERS LONG.
3. "Y" FOR NEW FORMAT.
4. "3" FOR A FULL PAGE FORM
5. MOST LETTERS WILL BE 80 CHARACTERS WIDE, SO TYPE 80 NEXT TO WIDTH
OF PAGE. THEN PRESS <ESC>.
6. FOLLOW INSTRUCTIONS FOR THIS FROM THE SORT.HLP, CONCERNING SORTING.
7. YOU ARE NOW AT A BLANK SCREEN. SIMPLY TYPE YOUR LETTER LIKE YOU WANT
IT. YOU CAN INSERT FIELD NUMBERS ANYWHERE IN THE LETTER.
BE SURE YOU RESOLVE FIELDS TO SEE IF YOU LEFT ENOUGH SPACE AFTER
EACH FIELD NUMBER.
8. WHEN YOU HAVE FINISHED, PRESS <ESC> TO RECORD IT. TYPE "N" NEXT TO
REMOVE UNWANTED BLANK LINES. TYPE "N" NEXT TO FORMAT REQUIRE AN
ALIGNMENT CHECK. PRESS [ENTER] FOR NO FORMAT PASSWORD. TYPE Y/N,
FOR A PRINTOUT. SAME FOR DEFINING ANOTHER FORMAT.
9. IF YOU ARE JUST CHANGING A LETTER, EVERYTHING IS THE SAME.
PRESS N FOR CHANGE FORMAT PASSWORD. EVERYTHING ELSE IS BASICALLY
THE SAME PROCESS. JUST FOLLOW THE PROMPTS AS THEY COME UP.
THE OUTPUT FORMATS ARE USUALLY LISTED IN A BLOCK. YOU MAY BE ABLE TO
CHANGE THEM FOR YOUR USE EASIER THAN CREATING A NEW OUTPUT. SOME
OUTPUTS ARE PASSWORD PROTECTED TO PREVENT ACCIDENTAL USE OR CHANGE.
IF YOU CHANGE THESE THE SYSTEM MAY NOT WORK AS EXPECTED.
PROSPECT DATABASE SYSTEM
THERE ARE SOME WELL DOCUMENTED PROSPECTING SYSTEMS THAT ARE
SUCCESSFUL.
THEY GENERALLY HAVE SOME OF THE SAME FUNCTIONS IN COMMON:
COLLECT INITIAL PROSPECT DATA
QUALIFY PROSPECTS AND SELECT BEST ONES TO CONTACT
SET UP INDEX CARD SYSTEM WITH ALPHA INDEX AND TICKLER INDEX
SET UP CONTACT PROCEDURES AND CONTACT TRACKING SYSTEM
CONTACT PROSPECTS AND RECORD RESULTS
SEND PRELIMINARY LETTER BEFORE INITIAL CONTACT
SEND THANK YOU LETTER AFTER APPOINTMENT OR CALL
SEND OTHER PERSONAL "FORM" LETTERS FOR OTHER OCCASIONS
MOVE PROSPECT TO CUSTOMER FILE IF SALE MADE
MOVE PROSPECT TO ANOTHER FILE IF NO LONGER GOOD PROSPECT
RESCHEDULE FOR CALLBACK IF NEEDED
RECORD OBJECTIONS ENCOUNTERED
AND ANALYZE FOR TECHNIQUE IMPROVEMENT
GENERATE CALL REPORTS AND OTHER DOCUMENTATION
CUSTOMER DATABASE SYSTEM
IN ADDITION TO USING THE SAME TECHNIQUES LISTED ABOVE FOR REPEAT SALES
TO YOUR CURRENT CUSTOMERS, OTHER FUNCTIONS ARE GENERALLY UTILIZED:
MAINTAIN FILES OR RECORDS OF CUSTOMER INFORMATION
BASIC CUSTOMER INFORMATION (NAME, ADDRESS, CONTACT, PHONE, ETC)
CUSTOMER LISTING BY SALESMAN
CUSTOMER LISTING BY CUSTOMER NAME
CUSTOMER LISTING BY CUSTOMER IDENTIFICATION CODE
CUSTOMER LISTING BY TYPE OF BUSINESS TYPE
CUSTOMER LISTING BY GEOGRAPHICAL AREA
MAINTAIN RECORDS OF DATE OF LAST CONTACT AND DATE FOR NEXT CONTACT
MAINTAIN RECORDS OF TYPE OF PRODUCT CUSTOMER HAS AND SELECTION CODES TO
ASSIST IN CONTACTING CUSTOMER FOR UPDATE OF PRODUCTS
MAINTAIN SOME TYPE OF COMMUNICATION PROCEDURE TO INFORM CUSTOMERS
BACKUP MENU SYSTEM
MOST NEW COMPUTER USERS DO NOT FOLLOW ACCEPTABLE BACKUP PROCEDURES
UNTIL AFTER THEY HAVE LOST SOME VALUABLE INFORMATION OR TIME. IT IS
ESSENTIAL TO PROVIDE SOME EASY TO USE PROCEDURES AND SHOW NEW USERS HOW
TO USE THEM.
THE BACKUP MENU SYSTEM IS CURRENTLY SET UP TO BACK UP KEY FILES.
BACKUP WORD PROCESSING DOCUMENT FILES
BACKUP SPREADSHEET FILES
BACKUP PROSPECT DATABASE FILES
BACKUP CUSTOMER DATABASE FILES
FORMAT NEW FLOPPY DISK TO USE FOR BACKUPS
ADDITIONAL COPY COMMANDS USE THE COPY COMMAND PROCEDURE INSTEAD OF THE
BACKUP COMMAND PROCEDURE IF THE FILES TO BE BACKED UP ARE SMALL ENOUGH
TO FIT ON ONE DISK. IN SOME CASES THIS IS MORE RELIABLE. REVIEW COPIES
OF EACH MENU AND PAGES OF MENUS (IF NEEDED)
OUTLINE OF PRESENTATION TO SALES SEMINAR
THANK YOU. I'M CHARLES GREENE AND AS A FORMER SALES MANAGER USING
COMPUTER SYSTEMS TO INCREASE MY SALES EFFICIENCY, I WOULD LIKE TO SHOW
YOU HOW TO INCREASE YOUR SALES TIME BY USING A COMPUTER SYSTEM.
ARTICLES LIKE THESE FROM SALES AND MARKETING MANAGEMENT MAGAZINE AND
OTHERS ARE CONFIRMING THAT THIS CAN BE DONE. READ TWO PARAGRAPHS.
I'LL MAKE THREE ASSUMPTIONS:
FIRST- A COMPUTER SYSTEM WITH SOFTWARE SET UP IN A MANNER THAT IS
USABLE BY THE SALESPERSON (OR HIS SECRETARY) WILL ALLOW THE SALESPERSON
TO ACCOMPLISH MUCH MORE IN LESS TIME THAN ANY MANUAL SYSTEM.
SECOND-COMPUTER HARDWARE COSTS ARE REACHING A POINT THAT ANY SUCCESSFUL
SALESPERSON WILL SOON BE ABLE TO JUSTIFY THE COST WITH THE GAINS.
THIRD- SUCCESSFUL SALESPEOPLE CAN MAKE MORE MONEY WITH TIME SPENT IN
SELLING THEIR PRODUCT THAN THEY CAN SPENDING THEIR TIME LEARNING TO
CREATE A SOFTWARE SYSTEM TO SUIT THEIR NEEDS. IF SUITABLE SOFTWARE
EXISTS THEY WOULD PROBABLY COME OUT AHEAD BY BUYING THE SOFTWARE FROM
SOMEONE ELSE. IN THE NEXT FEW MINUTES I WANT TO SHOW YOU SOME SOFTWARE
THAT MAY BE SUITABLE TO YOUR NEEDS. I KNOW THAT SOME OF YOU HAVE ACCESS
TO COMPUTER SYSTEMS AND MAY BE QUITE FAMILIAR WITH THE TYPES OF
SOFTWARE I WILL DISCUSS. PLEASE TRY TO LOOK AT THIS FROM THE POINT OF A
SALESPERSON WITH NO COMPUTER EXPERIENCE.
MOST SOFTWARE SYSTEMS SHOULD CONSIST OF ONE OR MORE OF THE FOLLOWING: A
WORD PROCESSING SYSTEM- EXPLAIN IF NEEDED
A SPREADSHEET SYSTEM-EXPLAIN IF NEEDED
A DATABASE SYSTEM-EXPLAIN IF NEEDED
SOME EASY WAY TO TIE THESE TOGETHER SO THAT YOU OR YOUR
SECRETARY CAN USE THESE SYSTEMS TO ACCOMPLISH WHAT YOU WANT
DONE IN A TIMELY MANNER.
TWO THINGS THAT ARE COMMON TO ALMOST ALL SALES FORCES: PROSPECTS AND
CUSTOMERS-WITHOUT THEM YOU MAY BE OUT OF BUSINESS-MANAGE YOUR WORK WITH
THEM EFFECTIVELY AND YOUR SALES INCREASE.
SHOW FLOW CHART FOR MENUS AND DISCUSS
MASTER MENU -WORDPROCESSING MENU -SPREADSHEET MENU -PROSPECT MENU -
CUSTOMER MENU -BACKUP MENU
SHOW FLOW CHART FOR PROSPECT MENU AND DISCUSS
SHOW FLOW CHART FOR CUSTOMER MENU AND DISCUSS
INDEX HELP INSTRUCTIONS
An INDEX provides a quick way to locate informantion or organize information
for reports. There are two types of indexes available: AUTOMATIC & DEMAND.
Two automatic indexes are available and ten demand indexes (all may not be
needed). INDEX MAINTENANCE creates and revises indexes and is used for doing
inquiries: organizing reports, forms and labels: and doing lookups in process
operations. Many of the MENU selections take advantage of indexes.
IMPORTANT NOTE: IF YOU ARE REBUILDING AN INDEX AND STOP IN THE MIDDLE OF
THE PROCESS, THE INDEXES WILL BE DELETED AND MUST BE CREATED AGAIN FOR THE
MENUS TO WORK. Input the new data into the file and use INDEX MAINTENANCE to
create new indexes.
GENERAL COMPUTER COMMENTS
DOS gives you the ability to separate programs and data
files into sub-directories. Sub-directories can be thought of as
completely separate disk storage areas organized into a tree structures.
An example of a directory structure is:
ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿
³ Root Directory ³
ÀÄÄÄÄÄÄÄÄÂÄÄÄÄÄÄÄÄÙ
ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÅÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿
ÚÄÄÄÄÁÄÄÄÄÄÄ¿ ÚÄÄÄÄÄÄÄÄÁÄÄÄÄÄÄÄÄ¿ ÚÄÄÄÄÄÁÄÄÄÄÄ¿
³Programs ³ ³ Database Files ³ ³ Menus ³
ÀÄÄÄÄÄÄÄÄÄÄÄÙ ÀÄÄÄÄÄÄÄÄÂÄÄÄÄÄÄÄÄÙ ÀÄÄÄÄÄÂÄÄÄÄÄÙ
ÚÄÄÄÄÄÄÄÄÄÄÄÄÂÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´ ³
ÚÄÄÄÄÄÁÄÄÄÄÄ¿ÚÄÄÄÄÄÁÄÄÄÄÄ¿ÚÄÄÄÄÄÄÄÄÁÄÄÄÄÄÄÄÄ¿ÚÄÄÄÄÄÄÄÄÁÄÄÄÄÄÄÄÄÄ¿
³ Customers ³³ Products ³³ Special Files ³³Special Menus/help³
ÀÄÄÄÄÄÄÄÄÄÄÄÙÀÄÄÄÄÄÄÄÄÄÄÄÙÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ
The root directory is the top directory in the tree structure. It is
created when you format the diskette or fixed disk. Every diskette and
fixed disk has a root directory.
The root directory can hold a limited number of files. For example,
the maximum number of files in the root directory on a double-sided
diskette is 112. The fixed disk holds more, but the total number is still
limited. This directory also contains the names of any sub-directories
that are directly connected.
All sub-directories (any directory other than the root) are actually
files, and are not restricted by size. A sub-directory can have any
number of files and sub-directories, limited only by the amount of space
on the diskette or fixed disk.
Use of Sub-Directories
Because files with identical names can be used by different applications,
it is a good practice to put each application into its own sub-directory.
This helps avoid any conflict with program file names or data file names
Another good practice, if the program permits, is to separate data files
from the actual program. This enables you to quickly identify the data
file activity. This is especially useful with word processing and
spreadsheet programs. It is also a good approach for maintaining backup
copies of data files, and maintaining data files for different users.
Autoexec File
Almost every application program diskette contains a file named
AUTOEXEC.BAT. When you start or restart your computer, DOS looks for the
AUTOEXEC.BAT file in the root directory. When the AUTOEXEC.BAT file is
found, DOS automatically executes it. This enables application programs
to start automatically when you power-on your computer.
For each application program, the AUTOEXEC.BAT file contains unique
commands that are required to properly start the application.
It is a good practice to separate your applications into different
sub-directories to prevent writing over the AUTOEXEC.BAT file every
time you put a new application on your fixed disk.
There are several ways to select a menu option:
o Use the Cursor Up [ ] and the Cursor Down [ ] keys to high-light
the option that you want to select. Then, press the Enter [<ÄÙ]
key to run the option
o Use the row of numbered keys at the top of the keyboard and press
the number of the option you want to run.
Helped: On-line Help text. Press the [F10] key to request Help text.
While the Help text is read from the disk, a message asking
you to wait is displayed. After the Help text is read, the first
page of the Help text is displayed.
A menu is a set of related options. For example, a word processing menu
might contain a couple of word processors, a spelling checker, and an
option to copy files between diskettes or sub-directories. Such a menu
might have the title "Word Processing Menu."
Edit Keys
In order to use your computer efficiently, become familiar with the
Personal Computer keyboard. You will always enter text or commands at
the cursor position on your screen. The cursor is a small blinking square
of light or a line that appears on the screen to let you know your exact
location on the screen.
There is a description of the purpose of each key on the keyboard in
the Personal Computer "Guide to Operations" book. However,
when you run some special programs, several keys work differently.
The following pages describe the keys that work in a special way for
these programs.
Before Adding to Your Menu - continued
ÚÄÄ¿
³F1³ Help: request Help text.
ÀÄÄÙ
ÚÄÄ¿
³F2³ Help: request Help text.
ÀÄÄÙ
ÚÄÄ¿
³F3³ Repeat Last Option: repeats the last option that you
ÀÄÄÙ selected.
ÚÄÄ¿
³F4³ Separate DOS command: places a separator character
ÀÄÄÙ between DOS commands. Active during Add or Edit menu
options.
ÚÄÄ¿
³F5³ Insert command line: creates a blank command line during
ÀÄÄÙ Add or Edit menu options.
ÚÄÄ¿
³F6³ Delete command line: deletes the currently displayed
ÀÄÄÙ command line during Add or Edit menu options.
ÚÄÄ¿
³F7³ Quit: ends Fixed Disk Organizer and returns the system to
ÀÄÄÙ DOS.
ÚÄÄ¿
³F8³ Help: request Help text.
ÀÄÄÙ
ÚÄÄ¿
³F9³ Menu Maintenance: enables you to select from the Menu
ÀÄÄÙ Maintenance options
ÚÄÄÄÄ¿
³Home³ Home: moves the cursor to the first position of the input
ÀÄÄÄÄÙ line.
ÚÄÄÄÄ¿
³PgDn³ Forward page scroll: moves the display forward one entire
ÀÄÄÄÄÙ page.
ÚÄÄÄÄ¿
³PgUp³ Backward page scroll: moves the display backward one entire
ÀÄÄÄÄÙ page.
ÚÄÄÄ¿
³Ins³ Insert (on/off): places Fixed Disk Organizer into the
ÀÄÄÄÙ character insert mode. Any characters you type are
inserted at the cursor position. When you press this key a
second time, the character insert mode is set to off.
ÚÄÄÄ¿
³Del³ Delete character: deletes the character at the cursor
ÀÄÄÄÙ position.
ÚÄÄÄÄ¿ ÚÄÄÄ¿
³Ctrl³ ³End³ Erase to end of line: when these keys are pressed at the
ÀÄÄÄÄÙ ÀÄÄÄÙ same time, all of the characters from the current cursor
position to the end of the line are erased.
ÚÄÄÄ¿
³<ÄÙ³ Enter: sends your command, answer, or text entry to the
ÀÄÄÄÙ computer for processing.
ÚÄ¿
³ ³ Shift keys: if you press another key while holding down
ÀÄÙ either of the Shift keys, the screen displays capital
letters or the top character on the key.
ÚÄÄÄÄ¿
³Caps³ Caps Lock (on/off): after pressing this key, all letters
³Lock³ you type will be in capitals with no need to press the
ÀÄÄÄÄÙ Shift key. Pressing this key again sets the capital lock
mode to off.
ÚÄÄÄ¿
³Esc³ Escape: stops the current command or cancels the current
ÀÄÄÄÙ entry. It also returns the screen to the previous menu.
ÚÄÄÄ¿
³³ ij Tab: moves the cursor five characters to the right or left.
³Ä ³³ Press the Shift key with the tab key to move the cursor to
ÀÄÄÄÙ the left.
ÚÄ¿
³ ³ Cursor Up: used to select the previous option on the same
ÀÄÙ menu screen.
ÚÄ¿
³ ³ Cursor Down: used to select the next option on the same
ÀÄÙ menu screen.
ÚÄÄ¿
³ ij Cursor Left: moves the cursor left one space on the screen
ÀÄÄÙ without erasing text.
ÚÄÄ¿
³Ä ³ Cursor Right: moves the cursor right one space on the
ÀÄÄÙ screen without erasing text.
Before Adding to Your Menu - continued
ÚÄÄÄ¿
³End³ End: This key moves the cursor to the end of the input
ÀÄÄÄÙ line.
ÚÄÄÄ¿
³ Äij Backspace: moves the cursor one space to the left and
ÀÄÄÄÙ erases text.
Information Messages
One type of message that you may see is an information message. This
message tells you that something you are trying to do cannot be done. A
good example of an information message is a beep. You will hear a beep
whenever you try to use a key incorrectly. For example, if you press the
[PgUp] key, and you are currently looking at page 1, the computer sounds
the beep to let you know that there are no previous pages.
A detailed description of information messages is presented on the
following pages. This will help if you need more information than
is displayed on the screen.