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| System Pull-Down Basic Options |
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| Contents |
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| Company Information Section |
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| Purpose: Setup your company information and set
system wide defaults and options. |
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| Maintenance: Very little
maintenance required once it's setup for the 1st time. |
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| Access Menu: (start form
Main Menu Screen) |
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| Note:
For Network users it's necessary for all other users to log off
before continuing. |
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Company Name, enter your full company name, this name will print on
all invoices, work orders, statements and other documents. |
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| Mailing Address, enter your full
mailing address, this address will print on all invoices, work orders,
statements and other documents. |
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| Invoice System Wide Comment, this
prints on all invoices. Use this for specials or just to say thank you for
your business. |
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| Statement System Wide Comment,
this prints on all statements. Use this for specials or just to say thank
you for your business. |
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| UPS Shipper Number, if you use
the build-in UPS Zone Rate system. Enter your UPS shipper number here.
This prints on all invoices that ship UPS. |
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| US 800 Number, Inside the USA 800
Number. One of four phone numbers that will print on all invoices. Because
invoice forms can be customized to fit your needs, this may or may not be
needed. |
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| State 800 Number, Inside State
800 Number. Two of four phone numbers that will print on all invoices.
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| Fax Number, Three of four phone
numbers that will print on all invoices. |
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| Local Number, Four of four phone
numbers that will print on all invoices. |
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| Note:
Because invoice forms can be customized to fit your needs, phone
numbers here may or may not be needed. |
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| Zip Code Mode, This controls how zip codes
and sales tax is handled. |
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Chop Labels Max, This controls
the maximum number of Chop Labels that can be printed per line
item. (default is 10)
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Print TimeOut, Time delay in
seconds when printing Statements. Time between each statement, this is
used to match the print speed of your laser printer. (default is 6)
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| Sales Tax: |
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State, USA State Tax Rate (in
decimal format) (If Canada this is the GST Rate)
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County, USA County Tax Rate (in
decimal format) (If Canada this is the PST Rate)
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City, USA City Tax Rate (in decimal
format) (If Canada this is NOT used)
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| Form Type: |
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Copies, this controls how many
copies will be printed for this form. The system will prompt user
during printing process to make changes and direct each copy to
printers. It automatically prints corresponding alphabetic letters
on each copy. (A,B,C etc...)
learn more.....
Note: this feature is designed
for Laser Printers. |
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| Work Order: |
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Standard, default, uses the
atrpt02.frx work order form (customizable)
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Custom, dot matrix style form
grid (customizable) learn more
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| Invoice/SO: |
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Standard, default, uses the
atrpt01.frx invoice form (customizable)
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Custom, dot matrix style form
grid (customizable) learn more
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| Return Auth: |
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WO Form, default, uses the
work order form (above)
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Return, uses the atrpt02a.frx
form (customizable)
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Custom, dot matrix style form
grid (customizable) learn more
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Print Shipping Labels, Turn On to
print shipping labels from order entry.
(requires a Zebra
LP2844 Direct Thermal label printer) |
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Print Chop Labels, Turn On to
print chop labels during order entry. This prints after work order.
(requires a Zebra
LP2844 Direct Thermal label printer) |
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| Default Route to Blank, Turn On
to ignore ship to account route assignment and leave blank during order
entry. (default is OFF, Route assignment comes from the Ship-To record
during order entry, used for delivery) |
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| Sort By Location, Turn On to sort
line items printed on work orders in location+item number order.
Turn Off to sort by order entry order. |
- Note:
If you leave this option ON, and leave the Inventory location field
blank; it will sort by Item
Number because the location would be blank. (blank+item num.)
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| Allow Add Customers, Turn On to
allow this site to add new customers. This is used for Remote Site
solutions to allow only the Host Site to add and maintain customers. |
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Note: Leave this set to ON if you are not setup for Remote Site
Utility.
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| Allow Add Vendors, Turn On to
allow this site to add new vendors. This is used for Remote Site solutions
to allow only the Host Site to add and maintain vendors. |
- Note:
Leave this set to ON if you are not setup for Remote Site Utility.
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| HotNotes Prompt, Turn On to
prompt user that HotNotes exist during order entry. Turn OFF to skip
system prompt. This is used to force order entry users to read the
HotNotes
during order entry. |
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| Default Type, setup the default
Sales Type during order entry |
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Chop
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Length
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C&A, Chop and Assembly
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Unit
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Split, Split Box
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Command Buttons |
| Save,
select this to save changes. |
| Quit,
select this to quit with saving changes. |
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| Note:
There is a special
feature that's not included as an user option on this screen. |
| Accounts
Receivable Off.. it is possible to turn accounts receivable
Off globally then allow the Print Statement option to become the
default at the customer level. (invoice side) This is a custom
feature for one of our customers. |
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Note:
This is set to ON by default and requires no action from
you.
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If you would like to used this feature,
please give us a call...
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Warning:
The information below is only for documentation; it's not meant
for instructions on how to set this feature to Off.
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arcode.... in sysdata record.
- set to " OFF" (one space
before OFF) (global off)
- bill.... in customer record then
becomes the default. (Print Statements)
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| CSR User File Section |
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| Access Menu: (start form
Main Menu Screen) |
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| Purpose: |
| The CSR User file allows you to setup
users, very similar to Usernames. CSR stands for Customer Sales
Representative. Used in combination with password during log-on. This
ID is recorded with transactions. Like work order creation, confirming,
shipments etc... A CSR User ID will print on work orders for contact
if questions arise for that order. |
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Access Entry Menu |
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Enter Code, enter a (three)
character code to access or add.
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Note:
Some file types will require a different
number of characters.
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Search,
select this to search for code entered.
(enter code to activate)
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Re-Sort,
select this to re-sort file by code.
(refreshes system menubar list)
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Quit,
select this to quit.
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| To Add new codes |
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Enter a code that cannot be found, this
will cause the system to display notice above.
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List,
select this to list codes to choose from.
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Add,
select this to ADD this new code.
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Re-Enter,
select this to re-enter the code.
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| File Maintenance Screen |
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Name/Title, Enter the name or title
for this code.
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Save,
select this to save changes for this code.
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Quit,
select this to quit without saving changes.
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Delete,
select this to delete this code.
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Note:
deleted codes will be re-moved by the Re-Sort option.
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Period fields are updated by the posting
process and the year-end close.
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| Password System Section |
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| Purpose: Setup your company
passwords, access rights and assign UserID to each password. |
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| Maintenance: very little
maintenance required once it's setup for the 1st time for each user. |
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| Access Menu: (start form
Main Menu Screen) |
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| Notes: |
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you should setup CSRuser File before setting up passwords, in order to
assign users to a password. (similar to Username and Password)
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you should only allow administrator type accounts access to this option.
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Anytime
you add a new company, the default password MASTER is setup with
full access rights. (after setting up your own passwords, you should
delete MASTER.
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| Modify -
highlight the password record you wish to modify and select this Modify
button. |
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| Add -
select this Add button to add a new password. |
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| Delete -
highlight the password record you wish to delete and select this Delete
button. The system will prompt for you to verify this before deleting. |
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| Quit -
select this Quit button when finished making changes to the password file. |
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| Password Modify Screen (also when
Adding new password) |
| After selecting the Modify or Add button
from 1st screen. |
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| Password, enter a password from 1
to 10 alpha / numeric characters. (default = PASSWORD) |
| Note:
system will force upper case. |
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| User Name, enter the full name of
this user. |
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| CSR User ID, enter the three
character CSR User ID code to assign to this password. |
| Note:
enter "1" and the system will display a list to choose from. |
| Warning:
leaving this blank allows this password to login under any CSR User ID. |
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| Allow User to Change Password,
turn this ON to allow this user to change there password during the Log On
process. |
| Note:
this option will not effect the users access rights. |
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| Menu Option, Turn ON or OFF each
menu option for this user. This determines the access rights for this user
after they log on to ProFrame. |
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| Save -
select this to Save changes made for this password. |
| Quit -
select this to Quit without saving changes made for this password. |
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| Image below is the Log On process,
notice how the CSR User ID and Password can work together. |
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| Notes: |
- CSR User IDs are recorded during order processing.
Ex: Who created this
work order?
- It's necessary for users to log off and back on in order for new access
rights to take affect.
- learn more about CSR User ID...
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| System Error File Section |
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| Access Menu: (start form
Main Menu Screen) |
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| Purpose: ProFrame maintains a
system error file of system errors that may accur during normal
operations. It could contain individual errors that effect customer
accounts. This helps us track and troubleshoot problems with the system
and certain customer accounts. |
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| When: |
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| Options: |
| How to Clear
Account Errors |
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CustNo Column: ZXZXZX represents
system errors, these type errors cannot be removed from this log file.
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All Others are customer account
numbers, these can be removed by spacing out the account number in this
column and spacing out the code column.
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| Commands |
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Update
select this to update changes back to live error log file. |
- Note:
the only change that can be made is removing account errors.
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Quit select this to
cancel this process and return to main menu. |
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| Setup Profile Headers Section |
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| Access Menu: (start form
Main Menu Screen) |
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System
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Setup Profile Headers
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| Purpose: Use this to customize
the sales call profile headers. This controls the headers used during the
Sales Call ProFile system. This feature offers four groups with
ten functions for each. |
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| Groups: |
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Functions/Transaction Components: |
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| When: |
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| Tip:
You should setup this file only once. |
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Note:
Code1 and Descrip
fields cannot be changed.. (built in)
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Funct1 fields thru Funct10
can be customized. |
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Make changes for each Group.
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PrtCnt field on General
Functions record, Code1 = 001 |
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This controls the number of Transaction
records printed on Sales Call Profile Sheets.
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In the History section.
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Sample from Post Sales Calls |
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Learn
more about the Sales Call Profile system. |
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| Custom Form Grids Section |
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| Access Menu: (start form
Main Menu Screen) |
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| Purpose: Use this to customize
the work order, invoice and return form grids to fit your dot matrix
printer. If you choose Form Type Custom on the Company Information screen for either one
of these options, then that form grid is used when printing that form.
Normally the standard forms are used by most of our users, even if sending
print jobs to a dot matrix printer. We usually customize those standard
forms for you. But if for some reason you need to or would rather use
these custom form grids, then use this to customize them. |
| When: |
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| Form Grid Selection: |
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Work Order Form - to modify the
work order form grid.
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Invoice Form - to modify the
invoice form grid.
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Return Auth Form - to modify the
return auth form grid.
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Note:
for this reference we will use the Work Order Grid, all three work the
same. |
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This form grid is based on DOS commands
for dot matrix printers |
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| Page Length Code |
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This allows you to set the page length
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The "66" inside the last CHR(66) is the
page length.
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Normally this does not need changing
unless your page length is not 66 lines per page.
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If so, just change the 66 to what ever
your page length is.
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| Req Size Print
Code |
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This command sets the print to regular
print.
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Normally this does not need changing
unless your printer is not IBM compatible.
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| Small Print Code |
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This command sets the print to condensed
print.
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Normally this does not need changing
unless your printer is not IBM compatible.
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| Printer Port |
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Set the default printer port.
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Note:
your dot matrix printer should be the default printer in windows printer
panel.
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Normally this does not need changing, your
printer should be connected to the LPT1 port.
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| Per Page |
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This allows you to print more than one
form per page. default is 1.
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Normally this does not need changing
unless you need to print more than one form per page.
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Ex: maybe your work order tickets
are half a page. Even with this example we could change the Page Length
above and leave this set to one.
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| Plus Line |
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This allows you to adjust the line count
to compensate top-of-page setting.
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Normally this is not used unless the
Per Page option is set to something other than 1.
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Copies |
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This allows you to set the number of
copies to print.
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Ex: maybe you need to print two
copies of each work order.
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Condense Detail |
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ON - set this on to condense the
detail line items.
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OFF - set this to Off to print the
detail line items in regular print.
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Normally this is set to ON because
ProFrame prints a great deal of information for line items and needs all
the room available.
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| Item Description |
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Item description that can be printed on
this form.
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Note:
not to be confused with line items.
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This is not changeable.
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| On/Off |
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ON - for this item to print on
form.
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OFF - move this item to the bottom
and do not print it on form.
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Ex: maybe you do not need the Print
Date to be printed, just turn it off.
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| Line |
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Line Number of where this item should be
printed on form.
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Note:
Sorts on Line plus Column.
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Column |
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Column Number of where this item should be
printed on form.
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Note:
Sorts on Line plus Column.
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Ex: The CSR User ID will print on
line 0, column 0.
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Header |
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Contents will print just ahead of the
item.
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Ex: UserID: will look like
UserID: KEB starting on line 0, column 0.
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Leave this Blank to skip headers.
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Normally pre-printed forms are used with
this option, so headers are not needed.
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| Command Buttons |
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Save
select this to sort and save changes made during this session. |
- Note:
this option will automatically re-sort.
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Re-Sort
select this to re-sort changes and continue working in this session. |
- Note:
as you make changes you can't see how your changes have affected the
grid until you re-sort or save. Selecting this option will re-sort
and save without kicking you out to the main menu screen. It
re-sorts and keeps you in this session.
- Ex: after changing some
line numbers and columns, maybe you've turned some items off, run
this option to re-sort so you can see what the current order of
items looks like.
- Note:
Turned Off
items are listed at the bottom and can be turned back on.
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Quit
select this to quit without saving changes. |
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