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Discount an Item:

After you have selected your customer and picked the items you want to sell to this customer highlight Options under select function

and press Enter. From this submenu highlight Discount and press Enter. You can discount all the items by pressing (F2) or pick one

item to discount by moving the arrow keys up or down and press Enter on the one you want to discount. After making your choice a

small box will appear and ask you how much you want to discount. You can either type a dollar amount like (10) for ten dollars or type

(10%) if you want to discount by a percentage of the retail amount. You are then returned to the main work screen and a discount line

will be added to the screen.

Make a Quote:

To make a quote follow the same steps as a normal sale. Pick your customer and any items or services to sell to this customer then

highlight Process under select function and press Enter. When the process submenu appears highlight Quote and press Enter. This will

add the quote to the quote log under this customers name and print out a quote. To retrieve this quote, pick the same customer and

highlight options then press Enter and highlight Quote, and press Enter. You will see a list of quotes to pick from for this customer,

highlight the date or quote number to retrieve and press Enter. This will bring the quote into the work screen and can be processed like

any other sale. If there are no quotes for the customer you have chosen, no quote list will be shown.

Run a Report:

To run a report select Menu from the main work screen and press enter. A menu will be displayed, select Reports from this menu. You

will have a list of report types to pick from. Select the type of report you would like, daily, summary, inventory, sales, time or sales rep

and press enter. The report will ask you for the date range this report will cover. Select the date you would like by pressing enter to

accept the date shown, + or - to advance or decrease the date or type in the new date and press enter. Do the same for the ending date.

Depending on the report selected, you will be prompted for more information to add to the report.

Follow the screens to compile your report. Once you have provided all the information for a report the contents will be displayed on the

screen. Use your arrow keys to move the report up and down on the screen. F10 will print the report to the printer and Esc or F9 will

return you to the menu.

Run Statements:

Select menu from the work screen function list and press enter. The system sub menu will appear. Move the arrow keys to highlight

Account Receivables and press enter. Select statement from this menu and press enter. A customer list will appear. Select the customer

you would like to print a statement for by moving the highlight bar with the arrow keys or typing in the name or company and pressing

enter. If you would like to print statements for

all the customers select F3 from the customer pick list. After selecting the customer/s or all from the list a statement/s will be compiled

for that customer/s. Use the arrow keys to move the screen up or down. F9 or Esc exists the statement or F10 prints. The statement will

show the current amount owed if any, the amounts paid and interest due if configured for interest in setup config.

Make Collection Letters:

In order to create collection letters, you need to do a two step procedure. First, create the letter with the word processor and merge

fields from the customer data base. Second, print merge letters from the customer menu. Let’s look at the letter creation process for the

word processor first. Select menu from the work screen and press enter. Select customer from this sub menu and press enter. All the

options to create a collection letter are in this menu. Select Word Processor from this menu and press enter.

A collection letter is nothing more than a simple letter with mail merge fields in it. Press F3 to access the options menu and move

highlight bar to merge. A pop-up box will appear with the data base fields from the customer list. Select first_name and press enter.

{FIRST_NAME} will be displayed on your letter. You have just created a letter with the merge field FIRST_NAME in it. When you

print this letter from the customer menu merge option you will get one page for each customer with their first name on it. Let’s add the

rest of the fields for last name, company, address, city, state and zip the same way. Make the letter look like a normal letter but the

actual names and other information is substituted with the customer field names.

After you have put in all the address information you will want to write the body of the text of your collection letter. When you are

through with your letter save it and exit. If you exit without saving the program will ask you for a name for your changes so don’t

worry it’s not that easy to lose all your good hard work. When you exit the word process you will be returned to the customer menu

screen. Select Mail Merge from the menu and press enter. A pop-up will appear asking you to select the document you would like to

merge the customer data base with. Select the one you just typed above. Next you will be asked to narrow the number of customers you

would like to print.

Collection letters are to people who owe you money, so select BALDUE from the next list. You will need to move the arrow key down

in order to see the BALDUE field. Once you select BALDUE, an operator box will appear select > (greater than) and press enter. Enter

the amount of 0 for your BALDUE. You have created a search criteria for your customer data base for all records that have a BALDUE

greater than $0. A tally of customer matches will be compiled and you will be prompted for Y or N to continue. If you press Y you will

get a letter for each of the customers that owe you money. You can use this same method to print thank you letters or any other kind

of letter that you would like to personalize to each customer.