Lightning Bolt Computers (734) 395-9367 http://www.lightbolt.com
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How Do I
Configure the program for my business:
Before you begin using The Service CashBox program, you will want to configure the program to display your company name, tax rates, price levels
... within the program. At the bottom of the main work screen, you will see a command box with the caption SELECT FUNCTION above it. Within the command
box there are seven different function. They are Add, Process, Edit, Clear, Lookup, and Menu with a highlighted bar over the Add function. Use the Arrow keys
to highlight the Menu function and press Enter. Another command box will appear with Reports, Inventory, Customer, Payable, Acct Receivable, Maintenance,
and Setup within it. Using your arrow keys highlight Setup and press Enter. Press Enter on Configure here to edit the configure screen. The first field is caned
header. Your business name goes here, type it in and press enter to move to next field. You can also use the arrow keys to move within this screen. Continue
on through the fields until you reach Tax Rate. This field is based on cents on the dollar so 0.05 would be 5% sales tax enter in your tax rate here and move
to the next field. The preferred, and employee fields are for setting a percentage of discount they can be set at this time or left blank. Price levels are a percentage
of retail (1 would be fun retail, .5 would be 50% off) you should fin in the first one to be 1 the rest can be set at this time or left blank. Interest is set as cents
on the dollar type in amount to set and press Enter. A box will appear and ask if you will be using standard or a 40 column receipt printer make your choice
and press Enter. If you are going to be using this program to run your charges card connected to a modem then fill in the following fields with the information
given to you by Trans Net. After fining in an appropriate fields keep pressing the Enter key to exit and save.
Add Sales Clerks:
After you have configured the program for your company the next step is to identify those employees that will be using the program. From the main
work screen highlight Menu and press Enter then highlight Maintenance and press Enter. Press Enter on Sales Rep to bring up the Sales Rep Add/Edit screen.
To Add, Edit, or Delete information move the highlight bar to a item and press Enter this will put you into the edit mode.
Change the information or delete it with the Backspace key. Press enter again and the information will be saved. By pressing the Delete key on a line you will
see the word <delete> in the upper right corner. If you delete in this manner the item will be deleted from the list upon exit. Fill in an appropriate information
but remember the last field must have at least one sales person with a security level of (3) if none is set at this time with this level you will not be able to view
an the menus or return to this screen to add or edit any other salespeople.
Add Customers:
To enter in new customers highlight the Add function from the main work screen and press Enter. This will bring you to the customer pick screen.
Press the (F3) key to bring up the customer add screen. The last name field is ready for you to begin typing in information after fining in the field press Enter to
move to next field. After entering data in an fields a box will appear asking if this customer is tax exempt select yes or no and press Enter. The next box will ask
for a level of pricing to charge this customer highlight choice and press Enter. A small box will ask if you want to save this customer or abort now highlight choice
and press Enter. This will bring you back to the main work screen, if you saved a customer then that customer is now displayed on the main work screen.
Add Inventory Items:
From the main work screen highlight Menu and press Enter. Next highlight Inventory and press Enter. From this menu pick Add and press Enter you
now have to decide if this is going to be a standard, matrix, or kit highlight your choice and press Enter. Fill in the product number you want here or use a
bar code reader to enter it for you. Fill in an fields up to Vendor where a box with a list of vendor will appear.This box will have an highlighted you will
need to press the Insert key now if you want to add any other vendors. After entering the vendor press Enter on the vendor of your choice to move to next
field. Do the same for Dept, and Div. Fill in the last fields until you see a choice box labeled Like Item. if you pick yes the new item will use the last items
information for it’s fields. Place new product number in and continue. Press Esc to exit inventory Add screen.
Make & Process a Sale:
From the main work screen press Enter on the Add function to pick your customer. After picking a customer press Enter on the Add function again
to bring up the inventory list. Highlight the item you want to sell and press Enter to place it on the main work screen. Press the Esc key to return to the main work
screen. Highlight the Process function and press Enter this will bring you to the process menu. Highlight Sale and press Enter. Pick the type of payment this
customer is making either cash,check,MC\Visa.... and press Enter. You are now asked to type in the amount the customer is giving you if it is the same as the one
shown then press Enter. If there is a check number or PO number type them in now if not press Enter. If you have any comments you would like shown on the
sale then type them in here if not press Enter twice to move to last field. If you had picked one of the charge cards you would have been asked to enter card number
and expiration date or swipe the card for the information. The last question is to either press Enter on (YES) continue and process the sale or (NO) and return to
the beginning of the page or (QUIT) and return to the main work screen. Highlight your choice and press Enter.
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 an 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 dollar 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 and press Enter then 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.
