ProFrame I, Reference Guide - Add/Delete Company

Add/Delete Company

You can setup 1 to 99 companies to run separate in ProFrame. The test company 95 is reserved. Under normal operations you should start with 01, 02, 03 etc... The Company Menu is sorted by number so 01 is first, 02 is second etc... In other words 01 is listed before 95.

Setting Up A New Company

From EasyMenu select ProFrame I and then Run
Select Add/Delete Company and then Load

Click inside the NUM field and enter desired company number (01, 02, 03 etc..)
Enter desired Company Name and then press enter (enter activates the ADD button)

Select the Add button (this adds new company to list)
Select the Update button to save changes.

To EDIT Company Name

Click on the company name and make changes
Select the Update button to save changes.

To DELETE Company Name

Click on the company name to highlight it
Select the Delete button to delete that company
NOTES on deleting..
You will have to verify twice in order to delete a company.
This action will delete all data for that company number.

Select CANCEL, to exit this procedure without saving any changes, including adding or deleting.

Setting Up A New Company

After adding your new company you're ready to start setting up your company files. Follow this list below in order from top to bottom. Some are required and some are optional. Select each for a more detailed description of what it is and how to setup.

* = Required
*? = Not required but highly recommended
? = optional

Setup

Your Company Information *
CSR User File *?
Password File *?
Route File *?
Terms File *
Catalog File *
ShipVia File *
Purchase Order ShipTo *
Qty Type Discounts *
United Inches Chart *
UPS Zone File *?
Profile Headers File *?
Department File ?
Salesman File ?
Location File ?
Credit Card File *
- Before Continuing, You need to EXIT ProFrame and Re-Start ProFrame so new changes will take effect.
Inventory File *
Customer File *
Close Period, Select PERIOD & YEAR to Start New YEAR, Set Ending Date to fit your Starting point... The new Beginning Date will be Ending+1