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Text File  |  1991-03-13  |  196KB  |  3,464 lines
  1.  
  2.      
  3.  
  4.  
  5.  
  6.  
  7.  
  8. PART 3
  9.  
  10. GUIDE TO SELL MORE SOFTWARE SYSTEM 
  11.  
  12.  
  13.  
  14. CHAPTER 1
  15.  
  16. PROGRAM OVERVIEW
  17.  
  18.  
  19. Sell More Software is designed to help software consultants manage
  20. their businesses.  The comprehensive system automates many aspects
  21. of the routine tasks of software sales, marketing, and consulting.  
  22.  
  23. The program is organized into four major modules: Time and Billing
  24. for Consultants, Sales and Marketing, Software Support, and
  25. Accounting.  Many of these areas can be accessed either from the
  26. Main Menu or from other menus and prompts that appear on various
  27. data-management screens.  This feature adds flexibility and ease of
  28. use to the system. 
  29.  
  30.  
  31. Key Concepts
  32.  
  33. Before using the program, it is important to understand three key
  34. concepts: Client Number, Product Code, and Salesperson.  
  35.  
  36. Client Number.  The Client Number is a unique identification for
  37. each client.  It consists of eight characters, with the first four being
  38. the client code prefix.  If the characters are letters, they will always
  39. be in uppercase.  The last four characters are the incremental client
  40. number.  You can use any four characters you wish to designate a
  41. client code prefix.  An example would be "ACCT" for all accountants,
  42. or "ASPH" for asphalt clients.  Every time you add a client with the
  43. same client code prefix, the system will automatically increment the
  44. client number.  
  45.  
  46. For example, let's say you have clients numbered "ACCT0001"
  47. through "ACCT0009" already in your database, and you want to add
  48. a new "ACCT" client.  The system will prompt you for the client code
  49. prefix.  If you type "ACCT" and press [Enter], the system will then
  50. automatically place "ACCT0010" in the client number field for you. 
  51. You will find it valuable to group clients by specific client code
  52. prefixes.
  53.  
  54.  
  55. Product Code.  The Product Code is a unique code for each product. 
  56. This code is generally the same as the Client Code prefix, but in some
  57. cases can be up to eight characters in length.  For instance when you
  58. want to look at the Next Step screen, it prompts you for the product
  59. code.  It is actually asking you for the Client Code prefix.  The
  60. difference is negligible because they are very similar.  
  61.  
  62. Most prospects will be associated with specific product or service to
  63. which you will assign a product code.  Let's go back to the Client
  64. Number example, and the ten accountants we entered into the
  65. database.  They would probably be associated with a product such as
  66. ACCOUNT, which might designate an accounting package.  Every
  67. time you add a contact in the contact database concerning this
  68. prospect, you would add "ACCOUNT" to the Product Code.  This
  69. would indicate that you contacted this prospect concerning the project
  70. called "ACCOUNT."
  71.  
  72.  
  73. Salesperson.  The Salesperson is the person you assign to handle the
  74. client's account or follow-up with a particular prospect.  Each
  75. Salesperson to whom you assign clients or prospects should have a
  76. specific user authorization so that he can log into the system under
  77. his user name.  This system variable is called "operator" and is very
  78. important for performing tasks within the system.  
  79.  
  80. Let's say, for example, that you are entering prospects into the Clients
  81. database.  If you want these to be assigned to "Bob," Bob should be
  82. the operator, or at least the user name Bob should be the assigned
  83. operator.  Why?  Because every time you add a prospect and/or
  84. client, the system will automatically place the operator's name in the
  85. Salesperson field for you.  The same thing is true when you are
  86. adding contacts to the Contact database.  When you add a contact,
  87. the Salesperson or Operator name will be entered automatically for
  88. you.     
  89.  
  90.  
  91.  
  92.  
  93.  
  94.  
  95. CHAPTER 2
  96.  
  97. STARTING THE PROGRAM
  98.  
  99.  
  100. To start the Sell More Software program, go to the \ADMIN   
  101. subdirectory that you created during the configuration process:
  102.  
  103.          ■   Type:               ADMIN  [Enter]
  104.  
  105.  
  106. After the copyright screen is shown, you may need to select your user
  107. code and enter your password.  Then you will see the Main Menu.  
  108.  
  109. ╔══════════════════  SellMore Software Demonstration System  ══════════════════╗
  110. ║ USER: USER                                                       STATION:  9 ║
  111. ║ v 12-01-90              SELL MORE SOFTWARE MAIN MENU             MEMORY: 156 ║
  112. ╟──────────────────────────────────────────────────────────────────────────────╢
  113. ║                                                                              ║
  114. ║                                                                              ║
  115. ║               0 -  Quit and return to DOS                                    ║
  116. ║               1 -  Sales and Marketing                                       ║
  117. ║               2 -  Time and Billing for Consultants                          ║
  118. ║               3 -  Accounting                                                ║
  119. ║               4 -  Software Support                                          ║
  120. ║               5 -  Other Management Functions                                ║
  121. ║               6 -  Download Soft Fonts                                       ║
  122. ║               7 -  Data Dictionary                                           ║
  123. ║               8 -  System Configuration Menu                                 ║
  124. ║               9 -  Utility Menu                                              ║
  125. ║                                                                              ║
  126. ║                                                                              ║
  127. ║                                                                              ║
  128. ║               Enter Choice                                                   ║
  129. ╚══════════════════════════════════════════════════════════════════════════════╝
  130.                                                                                 
  131.                                                                                 
  132. Thursday, December  6       Clipper Summer 87, NetLib                     7:51pm
  133.  
  134.  
  135. From here, you can go to more specialized submenus that allow you
  136. to create client records, track software support, log problems, and
  137. perform other routine tasks related to telemarketing. Menu Options
  138.  
  139.      [0]     Exits the program and returns to DOS.  Always leave the
  140.              Sell More Software program by selecting this option.
  141.  
  142.      [1]     Lets you track clients and prospects, track products and
  143.              projects, and create invoices (see Chapter 4).
  144.  
  145.      [2]     Tracks time and billing for consultants (see Chapter 6).
  146.  
  147.      [3]     Lets you keep records of accounts and transactions, as well
  148.              as perform the monthly and yearly closeout (see Chapter
  149.              7).
  150.  
  151.      [4]     Lets you check the software support record for a client: the
  152.              purchase date, expiration date, cost, and other information
  153.              (see Chapter 8).    
  154.  
  155.      [5]     Keeps track of clients and prospects, project planning,
  156.              software support, and software problems (see Chapter 9).
  157.  
  158.      [6]     Downloads to your laser printer third party fonts if you
  159.              desire custom font capability with the MailMerge feature
  160.              (see Chapter 3). 
  161.  
  162.      [7]     Lets you examine the program's field specifications.  Here
  163.              you can modify Navigation Line prompts that appear at the
  164.              bottom of the screen when you are entering data (see
  165.              Chapter 12).
  166.  
  167.      [8]     Lets you modify settings that are made when your program
  168.              was installed (see Chapter 11).
  169.  
  170.      [9]     Allows you to make system and database backups (see
  171.              Chapter 10). CHAPTER 3
  172.  
  173. DOWNLOADING LASER FONTS
  174.  
  175.  
  176. The Sell More Software system's MailMerge feature lets you print
  177. customized forms and letters using either a dot-matrix or laser printer. 
  178. If you have a laser printer but do not possess third-party fonts, your
  179. printer's default font will be used in Mail Merge documents.  But if
  180. you do have third party fonts, these fonts can be used by the
  181. MailMerge feature to produce high quality output to your
  182. specifications.
  183.  
  184. To use your laser fonts, you need to configure the system so that it
  185. recognizes both your printer type and your fonts.  Once the program
  186. is configured properly, you may download your fonts to the printer. 
  187. Otherwise, the default font on your laser printer will be used.  
  188.  
  189. You need to download fonts to your printer only once per work
  190. session (unless you turn off your printer).
  191.  
  192.      From the Main Menu:
  193.  
  194.          ■   Select:             [6] Download Soft Fonts
  195.  
  196.                ┌──────────────── REPORT OPTIONS ────────────────┐               
  197.                │ Output To: Printer (LOCAL PRINTER   (LASER)  ) │               
  198.                │            Screen                              │               
  199.                │            File                                │               
  200.                │            Printer & File                      │               
  201.                │ Set Margin & Print Test                        │               
  202.                │ Change Print Destination                       │               
  203.                │ Output To Screen Is ON                         │               
  204.                │ Issue Form Feed To Printer                     │               
  205.                └────────────────────────────────────────────────┘               
  206.                                                                                 
  207.  
  208.  
  209.          Highlight "Printer" and then press [Enter]. CHAPTER 4
  210.  
  211. SALES AND MARKETING
  212.  
  213.  
  214. Most of your routine work will take place within the Sales and
  215. Marketing module.  Here, you can record telemarketing contacts,
  216. create software support records, print invoices, and create letters to
  217. clients and prospects.
  218.  
  219.  
  220.      From the Main Menu:
  221.  
  222.          ■   Select:             [1] Sales and Marketing
  223.  
  224. ╔═══════════════════════   Acme Software Distributors   ═══════════════════════╗
  225. ║ USER: SCOTT                                                      STATION: 11 ║
  226. ║ v 10-23-89                   SALES AND MARKETING                 MEMORY:  28 ║
  227. ╟──────────────────────────────────────────────────────────────────────────────╢
  228. ║                                                                              ║
  229. ║                                                                              ║
  230. ║               0 -  Quit and return to Main Menu                              ║
  231. ║               1 -  Clients and Prospects                                     ║
  232. ║               2 -  Software Support                                          ║
  233. ║               3 -  Products                                                  ║
  234. ║               4 -  Invoices                                                  ║
  235. ║               5 -  Problems, Error Log and Tracking                          ║
  236. ║               6 -  Prospect Contacts                                         ║
  237. ║               7 -  Prospect Questions                                        ║
  238. ║               8 -  MailMerge Forms                                           ║
  239. ║                                                                              ║
  240. ║                                                                              ║
  241. ║                                                                              ║
  242. ║                                                                              ║
  243. ║               Enter choice                                                   ║
  244. ╚══════════════════════════════════════════════════════════════════════════════╝
  245.                                                                                 
  246.                                                                                 
  247. Tuesday, April  3           Clipper Summer 87, NetLib                     6:05pm Menu Options
  248.  
  249.      [1]     Maintains records of clients and prospects.
  250.  
  251.      [2]     Allows you to create software support records for clients
  252.              who have purchased systems.
  253.  
  254.      [3]     Lets you create and modify detailed records for the
  255.              products you sell.
  256.  
  257.      [4]     Allows you to create and print invoices for sold systems.
  258.  
  259.      [5]     Lets you track user problems and software errors.
  260.  
  261.      [6]     Lets you record each contact you make with prospective
  262.              clients.
  263.  
  264.      [7]     Allows you to record questions that you frequently get
  265.              concerning your software products.
  266.  
  267.      [8]     Lets you create letters for the MailMerge function.
  268.  
  269.  
  270. Each of these options is explained on the following pages.  After the
  271. explanations, Chapter 5, "A Typical Day," will show you how the Sales
  272. and Marketing module is used to simplify your daily sales activities.
  273.  
  274.  
  275.  
  276. CLIENTS AND PROSPECTS
  277.  
  278. The Clients and Prospects screen
  279.  
  280.  
  281.      From the Sales and Marketing menu:
  282.  
  283.          ■   Select:             [1] Clients and Prospects                     
  284.                                  
  285. ╔═══════════════════  CLIENTS AND PROSPECTS  (PAGE 1 of 2)  ═══════════════════╗
  286. ║CLIENT # LAST NAME            FIRST NAME      COMPANY NAME                    ║
  287. ║SPON0004 Porzak               Jim             Bytel Corporation               ║
  288. ╟──────────────────────────────────────────────────────────────────────────────╢
  289. ║SHIP1   1029 Solano Avenue               DEPT                                 ║
  290. ║SHIP2                                   BILL1                                 ║
  291. ║CITY    Berkeley                        BILL2                                 ║
  292. ║STATE   CA                               CITY                                 ║
  293. ║ZIP     94706                           STATE                                 ║
  294. ║COUNTRY                                   ZIP                                 ║
  295. ║                                                                              ║
  296. ║WORK PHONE    EXT  HOME PHONE    FAX PHONE     SALU INFORMAL NAME             ║
  297. ║(415)527-1157      (   )   -     (   )   -     Mr.                            ║
  298. ║                                                                              ║
  299. ║TITLE                                     SECRETARY             SIZE          ║
  300. ║Vice President of Sales and Marketing     Genifer                  0          ║
  301. ║                                                                              ║
  302. ║PO NUMBER         LAST EDIT    MAILING LISTS                                  ║
  303. ║                  08/15/90     COMP                                           ║
  304. ║                                                                              ║
  305. ╚══════════════════════════════════════════════════════════════════════════════╝
  306.                                                                                 
  307.  [Find]  [Add]  [Edit]  [Delete]  [Recall]  [Mail]  [$-salesrep]  [/] Up/Down 
  308.  [Browse] [Order] [Count] [List] [Quit] [noTe] [Next] [Kopy] [Search] [─┘] more
  309.  
  310.  
  311. Selected Fields
  312.  
  313.      client #                    Prospects are coded by the product they
  314.                                  are likely to buy.  For example:
  315.  
  316.                                         EMG_0001 or VAR_0001.
  317.  
  318.                                  The first four characters identify the
  319.                                  product, and the next four, the record
  320.                                  number (the system assigns the numbers
  321.                                  sequentially).
  322.  
  323.      ship 1/2                    The shipping address.
  324.  
  325.      bill 1/2                    The billing address.
  326.  
  327.      size                        Can be used as the size of the company.
  328.  
  329.      po number                   The purchase order number.
  330.  
  331.      mailing lists               All of the mailing lists on which this
  332.                                  prospect appears.
  333.  
  334.  
  335.  
  336. Selected Menu Options
  337.  
  338.      [$] salesrep                Lets you change the name of the sales
  339.                                  person.
  340.  
  341.      [t] note                    Opens a window in which you may enter
  342.                                  notes about this client.
  343.  
  344.      [n] next                    Gets the next telemarketing call based on
  345.                                  date.
  346.  
  347.      [k] kopy                    Makes a copy of the current record.
  348.  
  349.      [s] search                  Prints a list of other contacts with the same
  350.                                  company name.
  351.  
  352.      [─┘] more                  Displays other menu options:
  353.  
  354.   [1 - clients]  [3 - products] [5 - problems]  [7 - questions]    [9 - Merge]  
  355.   [2 - support]  [4 - invoice]  [6 - contacts]  [8 - global repl]  [noTes]      
  356.  
  357. Page 2
  358.  
  359. ╔═══════════════════  CLIENTS AND PROSPECTS  (PAGE 2 of 2)  ═══════════════════╗
  360. ║12340001                                                                      ║
  361. ║TITLE                                CITY                      STATE          ║
  362. ║WORK               EXT      HOME               SEC                            ║
  363. ╟──────────────────────────────────────────────────────────────────────────────╢
  364. ║  DATE   NEXT STEP                                TIME RT NT SOURCE           ║
  365. ║  /  /                                                    N                   ║
  366. ║                                                                              ║
  367. ║METHOD   SALES_REP USER       OPTION1        2        3        SIZE    0      ║
  368. ║MAIL_LIST                                                                     ║
  369. ║    ╔═NOTES:══════════════════════════════════════════════════════════════╗   ║
  370. ║    ║                                                                     ║   ║
  371. ║    ║                                                                     ║   ║
  372. ║    ║                                                                     ║   ║
  373. ║    ║                                                                     ║   ║
  374. ║    ║                                                                     ║   ║
  375. ║    ║                                                                     ║   ║
  376. ║    ║                                                                     ║   ║
  377. ║    ║                                                                     ║   ║
  378. ║    ╚═════════════════════════════════════════════════════════════════════╝   ║
  379. ╚══════════════════════════════════════════════════════════════════════════════╝
  380.                                                                                 
  381.  [Find]  [Add]  [Edit]  [Delete]  [Recall]  [Mail]  [$-SalesRep]  [/] Up/Down 
  382.  [Browse] [Order] [Count] [List] [Quit] [noTe] [Next] [Kopy] [Search] [─┘] More
  383.  
  384.         
  385.  
  386. Selected Fields                                 
  387.  
  388.      next                        The next marketing step.
  389.  
  390.      rt                          The prospect rating (1-8):
  391.  
  392. [1 Prospect] [2 More Info a)reply b)letter c)phone] [3 Questions] [4 Has Demo]  
  393. [5 Visited] [6 Eval Demo/Questions] [7 Appr a)prop b)user c)DP d)admin] [8 Budg]
  394.  
  395.  
  396.      nt                          If you enter Y (Yes) here, the cursor will
  397.                                  jump to the Notes field after you finish the
  398.                                  Mail_List field (or after you press [Pg Dn]. 
  399.                                  If you enter N (No), the Notes field will
  400.                                  be skipped. sourceSource of prospect:
  401.  
  402. Enter the Source of the Prospect:  [1] Direct Mail  [2] Article  [3] Press Rel  
  403. [4] Ad  [5] Referral  [6] Conference, Trade show                                
  404.  
  405.  
  406.      method                      Method by which we were contacted
  407.                                  (1=phone; 2=letter; 3=reader response).
  408.  
  409.      sales_rep                   Sales rep, district, or VAR assigned to
  410.                                  lead.
  411.  
  412.      option 1, 2, 3              User-defined options.
  413.  
  414.      size                        Size of the facility.
  415.  
  416.      mail_list                   All lists on which this prospect's name
  417.                                  appears (separate them with periods).  For
  418.                                  example, MMIS.EMG.ETS means the
  419.                                  name is on the MMIS, EMG, and ETS
  420.                                  lists.
  421.  
  422.  
  423. Selected Menu Options
  424.  
  425.      [m]     mail                Opens a window to allow you to enter text
  426.                                  that can be inserted into a Mail Merge
  427.                                  document by using the [mail] code.
  428. TRACKING SOFTWARE SUPPORT
  429.  
  430. The Software Support record lets you keep up with the technical
  431. support purchased by each client for each software product.
  432.  
  433.  
  434.      From the Sales and Marketing menu:
  435.  
  436.          ■   Select:             [2] Software Support
  437.  
  438. ╔════════════════  SOFTWARE SUPPORT RECORD - SCREEN 1 OF 2  ═══════════════════╗
  439. ║CLIENT # LAST NAME            FIRST NAME      COMPANY NAME                    ║
  440. ║12340001                                                                      ║
  441. ╟──────────────────────────────────────────────────────────────────────────────╢
  442. ║    SERIAL NUMBER                                                             ║
  443. ║    CLIENT                                                                    ║
  444. ║    PRODUCT                                                                   ║
  445. ║    SALE DATE           /  /                                                  ║
  446. ║                                                                              ║
  447. ║    SUPPORT? [Y/N]                                                            ║
  448. ║    PURCHASED SUPPORT   /  /                                                  ║
  449. ║    EXPIRATION DATE     /  /       <EXPIRED>                                  ║
  450. ║    LAST PAID UPDATE    /  /                                                  ║
  451. ║    LAST UPDATE         /  /                                                  ║
  452. ║    ORIGINAL SALES $      0.00                                                ║
  453. ║    YEARLY SUPPORT $      0.00                                                ║
  454. ║                                                                              ║
  455. ║                                                                              ║
  456. ║                                                                              ║
  457. ║                                                                              ║
  458. ╚══════════════════════════════════════════════════════════════════════════════╝
  459. Empty file.                                                                     
  460.        [Find]    [Add]     [Edit]     [Delete]   [Recall]    [/] Up/Down      
  461.        [Browse]  [Order]   [Count]    [List]     [Quit]      [─┘] more         
  462.  
  463.  
  464.  
  465. Selected Menu Option
  466.  
  467.      [─┘]   more                Displays other menu options:
  468.  
  469.   [1 - clients]  [3 - products] [5 - problems]  [7 - questions]                 
  470.   [2 - support]  [4 - invoice]  [6 - contacts]                                  
  471. TRACKING PRODUCTS
  472.  
  473. The Product database maintains detailed records of every software
  474. product you sell.
  475.  
  476.  
  477.      From the Sales and Marketing menu:
  478.  
  479.          ■   Select:             [3] Products       
  480.  
  481. ╔═════════════════════════════  PRODUCT DATABASE  ═════════════════════════════╗
  482. ║PRODUCT  DESCRIPTION                              DEPARTMENT                  ║
  483. ║ABC      ABC Software Mgmt System                                             ║
  484. ║Price (license)       0 90 day Support, 30 day Guarantee      OWNER           ║
  485. ║Source                0 requires source support                               ║
  486. ║Demo                  0 Full System, 50 record maximum        %  0.0 Comm?    ║
  487. ║Support (year)        0 Same day Phone (9-5), 3 Updates/Year, 48 hr. ship fix.║
  488. ║Support (source)      0 Programming Assistance                                ║
  489. ║Update                0 Update charge if not on support       Fiscal Yr Start ║
  490. ║90 Day Trial        125 Includes support and license            /  /          ║
  491. ║Lease 24     0 36    0  Includes support and license (2 year min)         0   ║
  492. ║    ╔═Pricing Comments:═══════════════════════════════════════════════════╗   ║
  493. ║    ║                                                                     ║   ║
  494. ║    ║                                                                     ║   ║
  495. ║    ║                                                                     ║   ║
  496. ║    ║                                                                     ║   ║
  497. ║    ║                                                                     ║   ║
  498. ║    ║                                                                     ║   ║
  499. ║    ║                                                                     ║   ║
  500. ║    ╚═════════════════════════════════════════════════════════════════════╝   ║
  501. ╚══════════════════════════════════════════════════════════════════════════════╝
  502.                                                                                 
  503.    [Find]    [Add]    [Edit]   [Delete]  [Recall]  [/] Up/Down                
  504.    [Browse]  [Order]  [Count]  [List]    [Quit]    [Sub Products]  [─┘] More   
  505.  
  506.  
  507. Selected Menu Options
  508.  
  509.      [─┘]   more                Displays other menu options:
  510.  
  511. ╚══════════════════════════════════════════════════════════════════════════════╝
  512.                                                                                 
  513.   [1 - clients]  [3 - label]    [5 - problems]  [7 - questions]   [9-support]   
  514.   [2 - support]  [4 - invoice]  [6 - contacts]  [8 - competitors]               
  515.         [s]sub products          Lets you enter information about any
  516.                                  subproducts that belong with this product.
  517.  
  518.                                                                         
  519. ╔═════════════════════════════  PRODUCT DATABASE  ═════════════════════════════╗
  520. ║PRODUCT  DESCRIPTION                              DEPARTMENT                  ║
  521. ║ABC      ABC Software Mgmt System                                             ║
  522. ║Price (license)       0 90 day Support, 30 day Guarantee      OWNER           ║
  523. ║Source                0 requires source support                               ║
  524. ║Demo                  0 Full System, 50 record maximum        %  0.0 Comm?    ║
  525. ║Support (year)        0 Same day Phone (9-5), 3 Updates/Year, 48 hr. ship fix.║
  526. ║Support (source)      0 Programming Assistance                                ║
  527. ║Update                0 Update charge if not on support       Fiscal Yr Start ║
  528. ╔═══════════════════════════════  SUB PRODUCTS  ═══════════════════════════════╗
  529. ║  SUB  DESCRIPTION                              CURRENT STARTED   BUDGET    % ║
  530. ║  ════ ════════════════════════════════════════ ═══════ ════════ ═════════ ═══║
  531. ║                                                                              ║
  532. ║                                                                              ║
  533. ║                                                                              ║
  534. ║                                                                              ║
  535. ║                                                                              ║
  536. ║                                                                              ║
  537. ║                                                                              ║
  538. ║                                                                              ║
  539. ╚══════════════════════════════════════════════════════════════════════════════╝
  540.                                                                                 
  541.      [Find]  [Add]  [Edit]  [Delete]  [Recall]  [List]  [/] Up/Down  [Esc]    
  542.                                                                                 
  543.  
  544.                                                                         
  545.  
  546. CREATING INVOICES
  547.  
  548. Invoices can be created in two ways:
  549.  
  550.      1) Complete an Invoice record and then add the detail (option
  551.      [8]).
  552.  
  553.      2) Enter all time and billing information first.  Then create an
  554.      invoice.  Then select the Gather option to gather related item and
  555.      billing information by product and program code.
  556.  
  557.  
  558. To open the Invoice file:
  559.  
  560.      From the Sales and Marketing menu:
  561.  
  562.          ■   Select:             [4] Invoices                                   
  563.  
  564. ╔═════════════════════════════════  INVOICES  ═════════════════════════════════╗
  565. ║                                                                              ║
  566. ║INVOICE # DATE     PRODUCT  PROGRAM DESCRIPTION                               ║
  567. ║            /  /                                                              ║
  568. ║                                                                              ║
  569. ║CLIENT #                                                                      ║
  570. ║PO #                                                                          ║
  571. ║DESCRIP                                                                       ║
  572. ║DONEBY    N                                                                   ║
  573. ║COMMENTS                                                                      ║
  574. ║ADDR_TYPE                                (   )   -                            ║
  575. ║                                                                              ║
  576. ║AMOUNT      PAID?    DATE        AMOUNT PAID                                  ║
  577. ║     0.00   N          /  /           0.00                                    ║
  578. ║                                                                              ║
  579. ║CREDIT #               EXP. DATE  NAME                             AUTHORIZE  ║
  580. ║                            /                                                 ║
  581. ║                                                                              ║
  582. ║                          EXP. INITIAL DATE                                   ║
  583. ║                            /                                                 ║
  584. ╚══════════════════════════════════════════════════════════════════════════════╝
  585. Empty file.                                                                     
  586.     [Find]    [Add]    [Edit]   [Delete]  [Recall]  [/] Up/Down               
  587.     [Browse]  [Order]  [Count]  [List]    [Quit]    [Gather]       [─┘] more   
  588.  
  589. Selected Menu Options
  590.  
  591.      [g] gather                  Gathers related time and billing
  592.                                  information.
  593.  
  594.      [─┘]   more                Displays other menu options:
  595.  
  596.   [1 - clients]  [3 - products] [5 - problems]  [7 - questions]                 
  597.   [2 - support]  [4 - invoice]  [6 - contacts]  [8 - detail   ]                  TRACKING PROBLEMS
  598.  
  599. The Error Tracking screen lets you keep records of software problems
  600. and solutions.
  601.  
  602.  
  603.      From the Sales and Marketing menu:
  604.  
  605.          ■   Select:             [5] Problems, Error Log, and Tracking    
  606.                                 
  607. ╔═════════════════════  SOFTWARE SUPPORT - ERROR TRACKING  ════════════════════╗
  608. ║                                                                              ║
  609. ║                                          ,                                   ║
  610. ╟──────────────────────────────────────────────────────────────────────────────╢
  611. ║CLIENT                                                                        ║
  612. ║SERIAL_NUM                                                                    ║
  613. ║PRODUCT                                                                       ║
  614. ║ENTERED        /  /                                                           ║
  615. ║RESOLVED       /  /                                                           ║
  616. ║DESCRIP                                                                       ║
  617. ║DONEBY                                                                        ║
  618. ║ACTION                                                                        ║
  619. ║INVOICE      N                                                                ║
  620. ║KEYWORDS                                                                      ║
  621. ║                                                                              ║
  622. ║                                                                              ║
  623. ║                                                                              ║
  624. ║                                                                              ║
  625. ║                                                                              ║
  626. ║                                                                              ║
  627. ╚══════════════════════════════════════════════════════════════════════════════╝
  628. Empty file.                                                                     
  629.        [Find]    [Add]     [Edit]     [Delete]   [Recall]    [/] Up/Down      
  630.        [Browse]  [Order]   [Count]    [List]     [Quit]                         
  631.  
  632. TRACKING CONTACT WITH PROSPECTS
  633.  
  634. The Prospect Contacts File lets you record each contact with each
  635. prospective client.
  636.  
  637.  
  638.      From the Sales and Marketing menu:
  639.  
  640.          ■   Select:             [6] Prospect Contacts                       
  641.                                                                      
  642. ╔══════════════════════════  PROSPECT CONTACTS FILE  ══════════════════════════╗
  643. ║                                                                              ║
  644. ║ CLIENT   T CONTACTED    DATE   PRODUCT  DESCRIPTION                          ║
  645. ║ ════════ ═ ══════════ ════════ ════════ ═════════════════════════════════════║
  646. ║ DROEGE   P TOM        02/08/89 ETS      Left Message to Call Back            ║
  647. ║ DROEGE   I TOM        09/29/89 ETS      Called Back, interested in DEMO      ║
  648. ║ DROEGE   L TOM        09/30/89 ETS      Sent Demo with Cover Letter          ║
  649. ║ DROEGE   P TOM        10/15/89 ETS      Called to followup Demo              ║
  650. ║ DROEGE   L TOM        10/16/89 ETS      Sent Proposal                        ║
  651. ║                                                                              ║
  652. ║                                                                              ║
  653. ║                                                                              ║
  654. ║                                                                              ║
  655. ║                                                                              ║
  656. ║                                                                              ║
  657. ║                                                                              ║
  658. ║                                                                              ║
  659. ║                                                                              ║
  660. ║                                                                              ║
  661. ║                                                                              ║
  662. ╚══════════════════════════════════════════════════════════════════════════════╝
  663.                                                                                 
  664. [Find]  [Add]  [Edit]  [Delete]  [Recall]  [List]  [Order]  [/]Up/Down  [Esc]
  665.  [1 - clnt] [2 - supp] [3 - prod] [4 - inv] [5 - prob] [6 - cont] [7 - quest]  
  666.  
  667.  
  668. Selected Field
  669.  
  670.      t            Type of contact (P=phone outgoing; I=phone incoming;
  671.                   L=letter).
  672.  
  673.  
  674.  
  675. Selected Menu Options
  676.  
  677.      [1] clnt                    Opens the Clients and Prospects file.
  678.  
  679.      [2] supp                    Opens the Software Support file.
  680.  
  681.      [3] prod                    Opens the Products file.
  682.      
  683.      [4] inv                     Opens the Invoices file.
  684.  
  685.      [5] prob                    Opens the Problems, Error Log, and
  686.                                  Tracking file.
  687.  
  688.      [6] cont                    Opens the Prospect Contacts file.
  689.  
  690.      [7] quest                   Opens the Prospect Questions file.
  691.  
  692.  
  693. Note: These are the same menu options available at the Sales and
  694. Marketing menu.  They appear here and on other screens to save you
  695. keystrokes. RECORDING QUESTIONS FROM PROSPECTS
  696.  
  697. The Typical Marketing/Sales Questions screen gives you a place to
  698. make a note of questions that people often ask about your software
  699. products.
  700.  
  701.  
  702.      From the Sales and Marketing menu:
  703.  
  704.          ■   Select:             [7] Prospect Questions                      
  705.              
  706. ╔══════════════════  SellMore Software Demonstration System  ══════════════════╗
  707. ║ USER: USER                                                       STATION:  9 ║
  708. ║ v 12-01-90                   SALES AND MARKETING                 MEMORY:  77 ║
  709. ╟──────────────────────────────────────────────────────────────────────────────╢
  710. ║                                                                              ║
  711. ║                                                                              ║
  712. ╔════════════════════  TYPICAL MARKETING / SALES QUESTIONS  ═══════════════════╗
  713. ║                                                                              ║
  714. ║                                                                              ║
  715. ║                                                                              ║
  716. ║                                                                              ║
  717. ║                                                                              ║
  718. ║                                                                              ║
  719. ║                                                                              ║
  720. ║                                                                              ║
  721. ║                                                                              ║
  722. ║                                                                              ║
  723. ║                                                                              ║
  724. ║                                                                              ║
  725. ║                                                                              ║
  726. ╚══════════════════════════════════════════════════════════════════════════════╝
  727. Empty file.                                                                     
  728.        [Find]    [Add]     [Edit]     [Delete]   [Recall]    [/ Up/Down]      
  729.        [Browse]  [Order]   [Count]    [List]     [Esc]       [─┘] more            
  730.                                                           
  731.  
  732.  
  733. Selected Menu Option
  734.  
  735.      [─┘]   more                Displays other menu options:
  736.  
  737.   [1 - clients]  [3 - products] [5 - problems]  [7 - questions]    [9 - Merge]  
  738.   [2 - support]  [4 - invoice]  [6 - contacts]  [8 - global repl]  [noTes]       MAIL MERGE FORMS
  739.  
  740. The Mail Merge Documents screen lists all of your Mail Merge
  741. documents.
  742.  
  743.  
  744.          ■   Select:             [8] MailMerge Forms
  745.  
  746. ╔════════════════════  MAIL MERGE DOCUMENTS (FORM LETTERS)  ═══════════════════╗
  747. ║                                                                              ║
  748. ║       CODE DESCRIPTION                                                       ║
  749. ║       ════ ════════════════════════════════════════════════════════════      ║
  750. ║       001  CONTAINS VALID MAIL MERGE FUNCTIONS                               ║
  751. ║       002  SAMPLE BUSINESS LETTER                                            ║
  752. ║       073  MODEL           INSTALLATION INSTRUCTIONS                         ║
  753. ║       096  MODEL           UPDATE INSTRUCTIONS (INCREMENTAL)                 ║
  754. ║       097  MODEL           TRIAL COVER LETTER                                ║
  755. ║       111  MODEL           SYSTEM SOLD COVER LETTER                          ║
  756. ║       114  MODEL           NEWS RELEASE                                      ║
  757. ║                                                                              ║
  758. ║                                                                              ║
  759. ║                                                                              ║
  760. ║                                                                              ║
  761. ║                                                                              ║
  762. ║                                                                              ║
  763. ║                                                                              ║
  764. ║                                                                              ║
  765. ║                                                                              ║
  766. ╚══════════════════════════════════════════════════════════════════════════════╝
  767.                                                                                 
  768.      [Find]  [Add]  [Edit]  [Del]  [Recall]  [List]  [/ Up/Down]  [Order]     
  769.      [Copy]         [Pack]         [Import]                                     
  770.  
  771.  
  772.  
  773. Selected Menu Option
  774.  
  775.      [I] import                  Imports a file to be used as a Mail Merge
  776.                                  document.
  777.  
  778. ╚══════════════════════════════════════════════════════════════════════════════╝
  779.                                                                                 
  780. Enter Type of File to Import  TXT                                               
  781. or Press [Esc] to Quit.                                                         
  782. CHAPTER 5
  783.  
  784. A TYPICAL DAY
  785.  
  786.  
  787. The way you use the Sales and Marketing module's features will be
  788. clearer if we look at the way they are used during a typical day.
  789.  
  790. On the following pages, five routine activities involving the Clients and
  791. Prospects file will be explained:
  792.  
  793.      1:  Recording a telemarketing contact.
  794.      2:  Creating a support record.
  795.      3:  Creating and printing an invoice.
  796.      4:  Creating a MailMerge letter.
  797.      5:  Sending single or mass letters.
  798.  
  799.  
  800.  
  801.       1: RECORDING A TELEMARKETING CONTACT
  802.  
  803. On a typical day, you will call a number of clients and prospects.  The
  804. Sell More Software program can help you to organize your work and
  805. automate many time consuming tasks.
  806.  
  807.  
  808. Preparing for Your Calls
  809.  
  810. Preparing for your calls involves five steps:
  811.  
  812. 1. Find out which clients and prospects you need to contact today. 
  813. Start by opening the Clients and Prospects file.
  814.  
  815.  
  816.      From the Sales and Marketing menu:
  817.  
  818.          ■   Select:             [1] Clients and Prospects                     
  819.                                                                                   
  820. ╔═══════════════════  CLIENTS AND PROSPECTS  (PAGE 1 of 2)  ═══════════════════╗
  821. ║CLIENT # LAST NAME            FIRST NAME      COMPANY NAME                    ║
  822. ║SPON0004 Porzak               Jim             Bytel Corporation               ║
  823. ╟──────────────────────────────────────────────────────────────────────────────╢
  824. ║SHIP1   1029 Solano Avenue               DEPT                                 ║
  825. ║SHIP2                                   BILL1                                 ║
  826. ║CITY    Berkeley                        BILL2                                 ║
  827. ║STATE   CA                               CITY                                 ║
  828. ║ZIP     94706                           STATE                                 ║
  829. ║COUNTRY                                   ZIP                                 ║
  830. ║                                                                              ║
  831. ║WORK PHONE    EXT  HOME PHONE    FAX PHONE     SALU INFORMAL NAME             ║
  832. ║(415)527-1157      (   )   -     (   )   -     Mr.                            ║
  833. ║                                                                              ║
  834. ║TITLE                                     SECRETARY             SIZE          ║
  835. ║Vice President of Sales and Marketing     Genifer                  0          ║
  836. ║                                                                              ║
  837. ║PO NUMBER         LAST EDIT    MAILING LISTS                                  ║
  838. ║                  08/15/90     COMP                                           ║
  839. ║                                                                              ║
  840. ╚══════════════════════════════════════════════════════════════════════════════╝
  841.                                                                                 
  842.  [Find]  [Add]  [Edit]  [Delete]  [Recall]  [Memo]  [$-SalesRep]  [/] Up/Down 
  843.  [Browse] [Order] [Count] [List] [Quit] [noTe] [Next] [Kopy] [Search] [─┘] more  2. Now check the next marketing step.
  844.  
  845.          ■   Select:             [N] Next
  846.  
  847. ║                                                                              ║
  848. ╚══════════════════════════════════════════════════════════════════════════════╝
  849.                                                                                 
  850.                                                                                 
  851. Product Code       08/08/90                                                     
  852.  
  853.  
  854.  
  855. Entering the Product Code brings up the first record in the database:
  856.  
  857. ╔═══════════════════  CLIENTS AND PROSPECTS  (PAGE 1 of 2)  ═══════════════════╗
  858. ║CLIENT # LAST NAME            FIRST NAME      COMPANY NAME                    ║
  859. ║SPON0073 Brentnall            Savannah        Nantucket Corporation           ║
  860. ╟──────────────────────────────────────────────────────────────────────────────╢
  861. ║SHIP1   12555 W. Jefferson Blvd.         DEPT                                 ║
  862. ║SHIP2   Suite 300                       BILL1                                 ║
  863. ║CITY    Los Angeles                     BILL2  Telex 650-2574125              ║
  864. ║STATE   CA                               CITY                                 ║
  865. ║ZIP     90066                           STATE                                 ║
  866. ║COUNTRY                                   ZIP                                 ║
  867. ║                                                                              ║
  868. ║WORK PHONE    EXT  HOME PHONE    FAX PHONE     SALU INFORMAL NAME             ║
  869. ║(213)390-7923      (213)397-5469 (   )   -     Ms.                            ║
  870. ║                                                                              ║
  871. ║TITLE                                     SECRETARY             SIZE          ║
  872. ║                                                                   0          ║
  873. ║                                                                              ║
  874. ║PO NUMBER         LAST EDIT    MAILING LISTS                                  ║
  875. ║                  08/14/90     COMP.                                          ║
  876. ║                                                                              ║
  877. ╚══════════════════════════════════════════════════════════════════════════════╝
  878.                                                                                 
  879.  [Find]  [Add]  [Edit]  [Delete]  [Recall]  [Memo]  [$-SalesRep]  [/] Up/Down 
  880.  [Browse] [Order] [Count] [List] [Quit] [noTe] [Next] [Kopy] [Search] [─┘] more 
  881.  
  882.  
  883. 3. Select the record of the first client you want to call:
  884.  
  885.          ■   Press:              [Down Arrow] until the desired record is
  886.                                  displayed.
  887.          
  888.          Or:
  889.  
  890.          ■   Select:             [B] Browse, and then select the desired
  891.                                  record.
  892.  
  893.  
  894. The first page of the record will be displayed.  
  895.  
  896. 4. Now review notes on the client on the second page of the record:
  897.  
  898.          ■   Press:              [PgDn]
  899.  
  900. ╔═══════════════════  CLIENTS AND PROSPECTS  (PAGE 2 of 2)  ═══════════════════╗
  901. ║12340001                                                                      ║
  902. ║TITLE                                CITY                      STATE          ║
  903. ║WORK               EXT      HOME               SEC                            ║
  904. ╟──────────────────────────────────────────────────────────────────────────────╢
  905. ║  DATE   NEXT STEP                                TIME RT NT SOURCE           ║
  906. ║  /  /                                                    N                   ║
  907. ║                                                                              ║
  908. ║METHOD   SALES_REP USER       OPTION1        2        3        SIZE    0      ║
  909. ║MAIL_LIST                                                                     ║
  910. ║                                                                              ║
  911. ║   ╔■NOTES:■═══════════════════════════════════════════════════════════════╗       
  912. ║   ║                                                                       ║
  913. ║   ║                                                                       ║  ║
  914. ║   ║                                                                       ║  ║
  915. ║   ║                                                                       ║  ║
  916. ║   ║                                                                       ║  ║
  917. ║   ║                                                                       ║  ║
  918. ║   ║                                                                       ║  ║
  919. ║   ║                                                                       ║  ║
  920. ║   ╚═══════════════════════════════════════════════════════════════════════╝  ║
  921. ╚══════════════════════════════════════════════════════════════════════════════╝
  922.                                                                                 
  923.  [Find]  [Add]  [Edit]  [Delete]  [Recall]  [Memo]  [$-SalesRep]  [/] Up/Down 
  924.  [Browse] [Order] [Count] [List] [Quit] [noTe] [Next] [Kopy] [Search] [─┘] more 
  925.                                                                                5. Now review your recent contacts with the client.
  926.  
  927.  
  928.          ■   Select:             [6] Contacts
  929.  
  930. ╔═══════════════════  CLIENTS AND PROSPECTS  (PAGE 2 of 2)  ═══════════════════╗
  931. ║12340001                                                                      ║
  932. ║TITLE                                CITY                      STATE          ║
  933. ║WORK               EXT      HOME               SEC                            ║
  934. ╟──────────────────────────────────────────────────────────────────────────────╢
  935. ║  DATE   NEXT STEP                                TIME RT NT SOURCE           ║
  936. ║  /  /                                                    N                   ║
  937. ╔═════════════════════════════════  CONTACTS  ═════════════════════════════════╗
  938. ║ CLIENT   T CONTACTED    DATE   PRODUCT  DESCRIPTION                          ║
  939. ║ ════════ ═ ══════════ ════════ ════════ ═════════════════════════════════════║
  940. ║                                                                              ║
  941. ║                                                                              ║
  942. ║                                                                              ║
  943. ║                                                                              ║
  944. ║                                                                              ║
  945. ║                                                                              ║
  946. ║                                                                              ║
  947. ║                                                                              ║
  948. ║                                                                              ║
  949. ║                                                                              ║
  950. ╚══════════════════════════════════════════════════════════════════════════════╝
  951.                                                                                 
  952.      [Find]  [Add]  [Edit]  [Delete]  [Recall]  [List]  [/] Up/Down  [Esc]    
  953.    [1 - Clnt] [2 - Supp] [3 - Sys] [4 - Inv] [5 - Prob] [6 - Cont] [7 - Quest]  
  954.  
  955.  
  956.  
  957.  
  958.  
  959.  
  960. Recording the Call
  961.  
  962. After making the call, you will want to make a record of it.
  963.  
  964.  
  965. To create a record of the contact:
  966.  
  967.          ■   Press:              [Esc]
  968.  
  969.          ■   Select:             [E] Edit
  970.  
  971. ╔═══════════════════  CLIENTS AND PROSPECTS  (PAGE 2 of 2)  ═══════════════════╗
  972. ║12340001                                                                      ║
  973. ║TITLE                                CITY                      STATE          ║
  974. ║WORK               EXT      HOME               SEC                            ║
  975. ╟──────────────────────────────────────────────────────────────────────────────╢
  976. ║  DATE   NEXT STEP                                TIME RT NT SOURCE           ║
  977. ║  /  /                                                    N                   ║
  978. ║                                                                              ║
  979. ║METHOD   SALES_REP USER       OPTION1        2        3        SIZE    0      ║
  980. ║MAIL_LIST                                                                     ║
  981. ║    ╔═NOTES:══════════════════════════════════════════════════════════════╗   ║
  982. ║    ║                                                                     ║   ║
  983. ║    ║                                                                     ║   ║
  984. ║    ║                                                                     ║   ║
  985. ║    ║                                                                     ║   ║
  986. ║    ║                                                                     ║   ║
  987. ║    ║                                                                     ║   ║
  988. ║    ║                                                                     ║   ║
  989. ║    ║                                                                     ║   ║
  990. ║    ╚═════════════════════════════════════════════════════════════════════╝   ║
  991. ╚══════════════════════════════════════════════════════════════════════════════╝
  992.                                                                                 
  993. Do you want to add a contact?  N                                                
  994.                                                                                 
  995.                                                                               
  996.  
  997.  
  998.  
  999. At the bottom of the screen, you are asked if you want to add a
  1000. contact.
  1001.  
  1002. To add a contact:
  1003.  
  1004.          ■   Type:               [Y] Yes
  1005.  
  1006.  
  1007. ║    ╚═════════════════════════════════════════════════════════════════════╝   ║
  1008. ╚══════════════════════════════════════════════════════════════════════════════╝
  1009.                                                                                 
  1010.   Client-- T Doneby---- --Date-- Product- Description of Contact--------------- 
  1011.   SPON0073 P ROBERT     08/15/90                                                
  1012.  
  1013.  
  1014.  
  1015. At the bottom of the screen, you are prompted for the product and
  1016. a brief description of the contact.
  1017.  
  1018. Then you will be asked if you want to edit the Note before
  1019. continuing.  If you answer N (No), the cursor will jump to the DATE
  1020. field.  If you answer Y (Yes), the cursor will jump to the Notes box. 
  1021. After you enter your notes and press [Ctrl-W] to save them, the
  1022. cursor will jump to the DATE field. 
  1023. 2: CREATING A SUPPORT RECORD
  1024.  
  1025. When a call results in a sale, you need to immediately create a
  1026. support record for the sold system.  
  1027.  
  1028.  
  1029. At the Clients and Prospects screen:
  1030.  
  1031.          ■   Select:             [2] Support
  1032.  
  1033.  
  1034. If this purchase is the first by this client, the system will beep twice
  1035. and display a blank support record.  
  1036.  
  1037.  
  1038. ╔══════════════════════════■ SOFTWARE SUPPORT RECORD  ═════════════════════════╗
  1039. ║CLIENT # LAST NAME            FIRST NAME      COMPANY NAME                    ║
  1040. ║SPON0004 Porzak               Jim             Bytel Corporation               ║
  1041. ╟──────────────────────────────────────────────────────────────────────────────╢
  1042. ║    SERIAL NUMBER                      F                                      ║
  1043. ║    CLIENT                                                                    ║
  1044. ║    PRODUCT                                                                   ║
  1045. ║    SALE DATE           /  /                                                  ║
  1046. ║                                                                              ║
  1047. ║    SUPPORT? [Y/N]                                                            ║
  1048. ║    PURCHASED SUPPORT   /  /                                                  ║
  1049. ║    EXPIRATION DATE     /  /       <EXPIRED>   /  /                           ║
  1050. ║    LAST PAID UPDATE    /  /                                                  ║
  1051. ║    LAST UPDATE         /  /                                                  ║
  1052. ║    ORIGINAL SALES $      0.00                                                ║
  1053. ║    YEARLY SUPPORT $      0.00                                                ║
  1054. ║                                                                              ║
  1055. ║                                                                              ║
  1056. ║                                                                              ║
  1057. ║                                                                              ║
  1058. ╚══════════════════════════════════════════════════════════════════════════════╝
  1059. Empty file.                                                                     
  1060.        [Find]    [Add]     [Edit]     [Delete]   [Recall]    [/] Up/Down      
  1061.        [Browse]  [Order]   [Count]    [List]     [Quit]      [─┘] More         
  1062.  
  1063.  
  1064.  
  1065.  
  1066. To add a new record:
  1067.  
  1068.          ■   Select:             [A] Add
  1069.  
  1070. ╔══════════════════════════■ SOFTWARE SUPPORT RECORD ■═════════════════════════╗
  1071. ║CLIENT # LAST NAME            FIRST NAME      COMPANY NAME                    ║
  1072. ║                                                                              ║
  1073. ╟──────────────────────────────────────────────────────────────────────────────╢
  1074. ║                                                                              ║
  1075. ║                                                                              ║
  1076. ║                                                                              ║
  1077. ║                                                                              ║
  1078. ║                                                                              ║
  1079. ║                                                                              ║
  1080. ║                                                                              ║
  1081. ║                                                                              ║
  1082. ║                                                                              ║
  1083. ║                                                                              ║
  1084. ║                                                                              ║
  1085. ║                                                                              ║
  1086. ║                                                                              ║
  1087. ║                                                                              ║
  1088. ║                                                                              ║
  1089. ║                                                                              ║
  1090. ╚══════════════════════════════════════════════════════════════════════════════╝
  1091.                                                                                 
  1092. Prefixes: [Free] [Demo] [Ninety Day] [Exe] [Refund] [Source] [Object] [Beta]    
  1093. Serial Number Prefix                                                             
  1094.  
  1095.  
  1096. The prompt at the bottom of the screen asks for the Serial Prefix
  1097. number.  The first four characters represent the product.  The fifth
  1098. character is the first letter of any one of the prefixes shown at the
  1099. bottom of the screen.  
  1100.  
  1101. For example, if you sold a demonstration disk (Demo) for the system
  1102. whose code is ASPH, you would enter ASPHD.
  1103.  
  1104. Then a software support record is created with some of the fields
  1105. automatically filled.
  1106.  
  1107.                                                                       
  1108. ╔════════════════  SOFTWARE SUPPORT RECORD - SCREEN 1 OF 2  ═══════════════════╗
  1109. ║CLIENT # LAST NAME            FIRST NAME      COMPANY NAME                    ║
  1110. ║SPON0004 Porzak               Jim             Bytel Corporation               ║
  1111. ╟──────────────────────────────────────────────────────────────────────────────╢
  1112. ║    SERIAL NUMBER     ASPHD001         ***DEMO***                             ║
  1113. ║    CLIENT            SPON0004    Porzak, Jim                                 ║
  1114. ║    PROJECT                                                                   ║
  1115. ║    SALE DATE         08/17/90                                                ║
  1116. ║                                                                              ║
  1117. ║    SUPPORT? [Y/N]                                                            ║
  1118. ║    PURCHASED SUPPORT   /  /                                                  ║
  1119. ║    EXPIRATION DATE   11/25/90     Support good till 11/25/90                 ║
  1120. ║    LAST PAID UPDATE    /  /                                                  ║
  1121. ║    LAST UPDATE         /  /                                                  ║
  1122. ║    ORIGINAL SALES $      0.00                                                ║
  1123. ║    YEARLY SUPPORT $      0.00                                                ║
  1124. ║                                                                              ║
  1125. ║                                                                              ║
  1126. ║                                                                              ║
  1127. ║                                                                              ║
  1128. ╚══════════════════════════════════════════════════════════════════════════════╝
  1129.                                                                                 
  1130. Serial Number.                                                                  
  1131.                                                                                 
  1132.  
  1133. After completing these fields, you will see another screen for entering
  1134. other details (see the following page). Page 2:
  1135.                                                                       
  1136. ╔════════════════  SOFTWARE SUPPORT RECORD - SCREEN 2 OF 2  ═══════════════════╗
  1137. ║CLIENT # LAST NAME            FIRST NAME      COMPANY NAME                    ║
  1138. ║SPON0004 Porzak               Jim             Bytel Corporation               ║
  1139. ╟──────────────────────────────────────────────────────────────────────────────╢
  1140. ║SYSTEM                        AUTOEXEC                                        ║ 
  1141. ║BUFFERS                       MEMORY                                          ║
  1142. ║FILES                         PRINTER                                         ║
  1143. ║DEVICE                        EMULATION                                       ║
  1144. ║OTHER                         NETWORK                                         ║
  1145. ║DOSVERSION                    DISKTYPE                                        ║
  1146. ║DOSTYPE                                                                       ║
  1147. ║                                                                              ║
  1148. ║                                                                              ║
  1149. ║                                                                              ║
  1150. ║                                                                              ║
  1151. ║                                                                              ║
  1152. ║                                                                              ║
  1153. ║                                                                              ║
  1154. ║                                                                              ║
  1155. ║                                                                              ║
  1156. ╚══════════════════════════════════════════════════════════════════════════════╝
  1157.                                                                                 
  1158. System Name                                                                         
  1159.       
  1160.                                                                                 
  1161.  
  1162. Finally, a window will open to allow you to enter notes:
  1163.                                                                        
  1164. ║    ╔═NOTES:══════════════════════════════════════════════════════════════╗   ║
  1165. ║    ║                                                                     ║   ║
  1166. ║    ║                                                                     ║   ║
  1167. ║    ║                                                                     ║   ║
  1168. ║    ║                                                                     ║   ║
  1169. ║    ║                                                                     ║   ║
  1170. ║    ║                                                                     ║   ║
  1171. ║    ║                                                                     ║   ║
  1172. ║    ╚═════════DEL CHAR ^G   DEL WORD ^T   DEL LINE ^Y   SAVE ^W═══════════╝   ║
  1173. ╚══════════════════════════════════════════════════════════════════════════════╝
  1174.                                                                                 
  1175.                                                                                 
  1176.                                                                                 
  1177.  
  1178. After entering notes:
  1179.  
  1180.          ■   Press:              [Ctrl-W]
  1181. 3: CREATING AN INVOICE
  1182.  
  1183. After creating the support record, you are ready to create the invoice. 
  1184. Four steps are involved.
  1185.  
  1186.  
  1187. 1. At the Software Support screen:
  1188.  
  1189.          ■   Select:             [4] Invoice
  1190.                                                                        
  1191. ╔═════════════════════════════════  INVOICES  ═════════════════════════════════╗
  1192. ║                                                                              ║
  1193. ║INVOICE # DATE     PROJECT  PROGRAM DESCRIPTION                               ║
  1194. ║            /  /                                                              ║
  1195. ║                                                                              ║
  1196. ║CLIENT #                                                                      ║
  1197. ║PO #                                                                          ║
  1198. ║DESCRIP                                                                       ║
  1199. ║DONEBY    N                                                                   ║
  1200. ║COMMENTS                                                                      ║
  1201. ║ADDR_TYPE                                (   )   -                            ║
  1202. ║                                                                              ║
  1203. ║AMOUNT      PAID?    DATE        AMOUNT PAID                                  ║
  1204. ║     0.00   N          /  /           0.00                                    ║
  1205. ║                                                                              ║
  1206. ║CREDIT #               EXP. DATE  NAME                             AUTHORIZE  ║
  1207. ║                            /                                                 ║
  1208. ║                                                                              ║
  1209. ║                          EXP. INITIAL DATE                                   ║
  1210. ║                            /                                                 ║
  1211. ╚══════════════════════════════════════════════════════════════════════════════╝
  1212. Empty file.                                                                     
  1213.     [Find]    [Add]    [Edit]   [Delete]  [Recall]  [/] Up/Down               
  1214.     [Browse]  [Order]  [Count]  [List]    [Quit]    [Gather]       [─┘] more   
  1215.  
  1216.  
  1217.  
  1218. 2. To add a new record:
  1219.  
  1220.          ■   Select:             [A] Add                                      
  1221.                                                                                
  1222.                
  1223.                                                                                3. After completing the record, you must add the detail to the invoice.
  1224.  
  1225.  
  1226.          ■   Select:             [8] Detail
  1227.          ■   Select:             [A] Add
  1228.  
  1229.                                                                         
  1230. ╔═════════════════════════  BILLING DETAIL DATA ENTRY  ════════════════════════╗
  1231. ║[1-Switch to Products]  [2-Switch to Clients]                                 ║
  1232. ╟──────────────────────────────────────────────────────────────────────────────╢
  1233. ║                                                                              ║
  1234. ║  RATE    HOURS   PRODUCT  SUB  DPT DESCRIPTION                               ║
  1235. ║  ═══════ ═══════ ════════ ════ ═══ ════════════════════════════════════════  ║
  1236. ║     0.00    0.00                                                             ║
  1237. ║  DATE 12/11/90 DONEBY            BATCH       NON-BILL F                      ║
  1238. ║  PAY ROYALTY N COMMISSION     0.00 OWNER                 ROYALTY     0.00    ║
  1239. ║                                                                              ║
  1240. ║                                                                              ║
  1241. ║                                                                              ║
  1242. ║                                                                              ║
  1243. ║                                                                              ║
  1244. ║                                                                              ║
  1245. ║                                                                              ║
  1246. ║                                                                              ║
  1247. ║                                                                              ║
  1248. ║                                                                              ║
  1249. ║                                                                              ║
  1250. ╚══════════════════════════════════════════════════════════════════════════════╝
  1251.                                                                                 
  1252. Rate, if not an hourly charge, enter the price of the software.                 
  1253.                                                                                 
  1254.                                                                               
  1255.  
  1256.                                                                               
  1257.  4. After completing the screen, you are ready to print the invoice. 
  1258. You can choose to print either one or two copies of the invoice.
  1259.  
  1260.  
  1261.          ■   Select:             [L] List
  1262.                                                                        
  1263.                              ┌── Select Option ───┐                             
  1264.                              │ Print Two Invoices │                             
  1265.                              │ Print One Invoice  │                             
  1266.                              └────────────────────┘                             
  1267. 4: CREATING A MAIL MERGE LETTER
  1268.  
  1269.  
  1270. The MailMerge feature allows you to create and print letters to your
  1271. clients and prospects.  It eliminates the need to exit the program, load
  1272. WordPerfect, type the letter, and then return to the program.  There
  1273. is no limit to the number of documents you can save.
  1274.  
  1275.  
  1276.      From the Sales and Marketing menu:
  1277.  
  1278.          ■   Select:             [8] MailMerge Forms
  1279.                                                                               
  1280. ╔══════════════════════════   MAIL MERGE DOCUMENTS   ══════════════════════════╗
  1281. ║                                                                              ║
  1282. ║       CODE DESCRIPTION                                                       ║
  1283. ║       ════ ════════════════════════════════════════════════════════════      ║
  1284. ║       001  GENERAL LETTER USING "MAIL" TEXT (SCOTT MILLER)                   ║
  1285. ║       002  ACMI PRODUCT INFORMATION SHEET                                    ║
  1286. ║       003  FORMAL LETTER USING ONLY "MAIL" - THOMAS DROEGE, DCS              ║
  1287. ║       004  PERSONAL LETTER, THOMAS DROEGE                                    ║
  1288. ║       005  BUSINESS LETTER FROM BLAIR HILL                                   ║
  1289. ║       006  ETS FOLLOWUP LETTER                                               ║
  1290. ║       007  PERSONAL LETTER USING ONLY "MAIL" - THOMAS DROEGE, DCS            ║
  1291. ║       008  ETS COVER LETTER FOR DEMO DISK                                    ║
  1292. ║       009  BUSINESS LETTER FROM CHUCK SNYDER (DCS)                           ║
  1293. ║      *025  TEST OF LETTER WITH NAME, ADDRESS, INSTITUTION                    ║
  1294. ║                                                                              ║
  1295. ║                                                                              ║
  1296. ║                                                                              ║
  1297. ║                                                                              ║
  1298. ║                                                                              ║
  1299. ║                                                                              ║
  1300. ╚══════════════════════════════════════════════════════════════════════════════╝
  1301.                                                                                 
  1302. [Find]  [Add]  [Edit]  [Del]  [Recall]  [List]  [/]Up/Down  [Quit]  [Order]   
  1303. [Copy]         [Pack]         [Import]  Selected Menu Options
  1304.  
  1305.      [c] copy                    Copies the highlighted Mail Merge
  1306.                                  document and gives the copy a new code
  1307.                                  that you specify.
  1308.  
  1309.      [p] pack                    Compresses the database.
  1310.  
  1311.      [i] import                  Imports a text file to be used as a Mail
  1312.                                  Merge document.       
  1313.  
  1314.  
  1315.  
  1316. The Anatomy of a MailMerge Letter
  1317.  
  1318. The following example shows how codes are used to bring information
  1319. from the databases into the letter.  The most useful codes are
  1320. explained in the following pages.                                
  1321.                                                
  1322. ╔══════════════════════════   MAIL MERGE DOCUMENTS   ══════════════════════════╗
  1323. ║ ╔═Press Release Text:═══════════════════════════════════════════════════════╗║
  1324. ║ ║[ldate()]                                                                  ║║
  1325. ║ ║                                                                           ║║
  1326. ║ ║[salutation] [fname] [lname]                                               ║║
  1327. ║ ║[company]                                                                  ║║
  1328. ║ ║[add1]                                                                     ║║
  1329. ║ ║[add2()][city], [state] [zip]                                              ║║
  1330. ║ ║                                                                           ║║
  1331. ║ ║Dear [salutation] [lname]:                                                 ║║
  1332. ║ ║                                                                           ║║
  1333. ║ ║The accompanying brochure describes ETS (Educational Tracking System), a   ║║
  1334. ║ ║software program that was developed by Droege Computing Services to meet   ║║
  1335. ║ ║the needs of hospital Education and Training departments.  ETS, as the     ║║
  1336. ║ ║brochure details, has the features and capabilities necessary to save your ║║
  1337. ║ ║department an incredible amount of time.  This time savings translates     ║║
  1338. ║ ║into increased efficiency and a reduction in the resources necessary to    ║║
  1339. ║ ║administer your Education and Training Department.  [mail]                 ║║
  1340. ║ ║                                                                           ║║
  1341. ║ ╚════════════DEL CHAR ^G   DEL WORD ^T   DEL LINE ^Y   SAVE ^W══════════════╝║
  1342. ╚══════════════════════════════════════════════════════════════════════════════╝
  1343.                                                                                 
  1344.                                                                                 
  1345.                                                                               
  1346. Printing options:
  1347.  
  1348.      1:  The current prospect.
  1349.      2:  Prospects based on a condition, for example, all ETS
  1350.          prospects.
  1351.      3:  Change the margin and letter width (it automatically word
  1352.          wraps into your width).
  1353.      4:  Handles different printers and printer codes.
  1354.  
  1355.  
  1356.  
  1357. Mailmerge Functions and Options
  1358.  
  1359. Some of the more useful MailMerge codes are explained below.
  1360.  
  1361.  
  1362. Fonts
  1363.  
  1364. The font option is available only if you have already configured your
  1365. system to use downloadable laser fonts.  Refer to Chapter 3 to
  1366. determine if your system is configured in this way.
  1367.  
  1368. The code is: [fontx] where x is a number that identifies the font.
  1369.  
  1370.  
  1371. Date
  1372.  
  1373. The Date option writes the current date in a letter when you print it. 
  1374. The code is: [ldate()].
  1375.  
  1376.  
  1377. Merging the Name and Address
  1378.  
  1379. The Mailing Address option sets up the salutation, first and last name,
  1380. title, and address at the top of the page.  The code is: [mail_addr()].
  1381.  
  1382. If any fields are missing, the blank row will be removed.  If the
  1383. salutation field is missing, "Dear John:" will be printed; but if the field
  1384. is not empty, "Dear Mr. Smith:" will be printed.
  1385.  
  1386.  
  1387. 5A: SENDING AN INDIVIDUAL LETTER
  1388.  
  1389. You may address any of your MailMerge letters to either an
  1390. individual or to a group.
  1391.  
  1392.  
  1393.      At the Clients and Prospects screen:
  1394.  
  1395.          ■   Select:             [L] List
  1396.  
  1397.  
  1398. You will see the following option menu:                                 
  1399.                                                                                 
  1400.               ┌───────────────── Select Option ─────────────────┐               
  1401.               │ 1 - Print the Current Label                     │               
  1402.               │ 2 - Print a Group of Labels (mailing)           │               
  1403.               │ 3 - Print a Group of Labels (phone/SN#)         │               
  1404.               │ 4 - Print ALL Labels 4 up                       │               
  1405.               │ 5 - Print Client Report                         │               
  1406.               │ 6 - Create Mail Merge Secondary File            │               
  1407.               │ 7 - Contact Summary Sheets                      │               
  1408.               │ 8 - Mail Merge (1 letter)                       │               
  1409.               │ 9 - Mail Merge (mass mailing)                   │               
  1410.               │ A - UPS Labels                                  │               
  1411.               │ B - Accounts Payable Label - Contact Address    │               
  1412.               │ C - Accounts Payable Label - Bill Address       │               
  1413.               │ D - Analysis of Telemarketing Work to do        │               
  1414.               │ E - Weekly Marketing Analysis - 5 Reports       │               
  1415.               │ F - Survey Analysis using Next Step             │               
  1416.               │ G - Calls to be Made Today or for a time period │               
  1417.               │ H - Letters to Related Clients                  │               
  1418.               └─────────────────────────────────────────────────┘               
  1419.                                                                                     
  1420.  
  1421.                                                                               
  1422. Sending One Letter
  1423.  
  1424. To send a single letter:
  1425.  
  1426.          ■   Select:             [8] MailMerge (1 letter)
  1427.  
  1428.  
  1429. You will then be prompted for the code name of the letter you want
  1430. to use:
  1431.                                                                        
  1432. ╚══════════════════════════════════════════════════════════════════════════════╝
  1433.                                                                                 
  1434. MailMerge Code (F1 FOR HELP)     Margin   14 Width   100                        
  1435.                                                                                 
  1436.  
  1437.  
  1438. For help with the code, press [F1] for PopHelp to bring up this
  1439. screen:
  1440.  
  1441.           ┌──────────────────────────── POP-HELP ────────────────────────────┐  
  1442.           │ 001 CONTAINS VALID MAIL MERGE FUNCTIONS                          │  
  1443.           │ 073 MODEL           INSTALLATION INSTRUCTIONS                    │  
  1444.           │ 114 MODEL           NEWS RELEASE                                 │  
  1445.           │ 111 MODEL           SYSTEM SOLD COVER LETTER                     │  
  1446.           │ 097 MODEL           TRIAL COVER LETTER                           │  
  1447.           │ 096 MODEL           UPDATE INSTRUCTIONS (INCREMENTAL)            │  
  1448.           │ 002 SAMPLE BUSINESS LETTER                                       │  
  1449.           │                                                                  │  
  1450.           │                                                                  │  
  1451.           │                                                                  │  
  1452.           │                                                                  │  
  1453.           │                                                                  │  
  1454.           │                                                                  │  
  1455.           │                                                                  │  
  1456.           └─────────────────────────────────────────────────────────────────┘  
  1457.  
  1458.  
  1459.  
  1460. After selecting a letter, the code will be entered for you.  Then either
  1461. change the left and right margins, or press [Enter] twice to accept the
  1462. current margins. Printing Labels and Envelopes
  1463.  
  1464. After printing the letter, you are ready to print a mailing label.
  1465.  
  1466.  
  1467.          ■   Select:             [1] Print the Current Label
  1468.  
  1469.  
  1470. You will be prompted as follows:
  1471.  
  1472. Print Laser Label?  N
  1473.  
  1474.  
  1475. 5B: PERFORMING A MASS MAILING
  1476.  
  1477. The SellMore Software system makes it easy to send a letter to a
  1478. group of clients.
  1479.  
  1480.  
  1481.          ■   Select:             [9] MailMerge (mass mailing)
  1482.  
  1483.  
  1484. You will be prompted to enter the filter for selecting clients for the
  1485. mailing:
  1486.  
  1487. Enter Filter Expression                                       
  1488.  
  1489.  
  1490.  
  1491. For more information about filters, refer to the Technical Reference
  1492. portion of this manual.
  1493.  
  1494.  
  1495. After entering the filter expression, you will be prompted for the
  1496. Product Code and Minimum Rating:
  1497.                                                                        
  1498. ╚══════════════════════════════════════════════════════════════════════════════╝
  1499.                                                                                 
  1500.                                                                                 
  1501. Product Code                            Minimum Rating    0                     
  1502.  
  1503.  
  1504.  
  1505. Then, as with a single mailing, you will be prompted to enter the code
  1506. for the letter you want to use:
  1507.                                                                        
  1508. ╚══════════════════════════════════════════════════════════════════════════════╝
  1509.                                                                                 
  1510. MailMerge Code (F1 FOR HELP)     Margin   14 Width   100                         Printing Labels and Envelopes
  1511.  
  1512. After printing the letter, you are ready to print a mailing label.
  1513.  
  1514.  
  1515.          ■   Select:             [1] Print the Current Label
  1516.  
  1517.  
  1518. You will be prompted as follows:
  1519.  
  1520. Print Laser Label?  N
  1521.  
  1522.  
  1523.  
  1524.  
  1525.  
  1526.  
  1527.  
  1528. OTHER REPORTS AND LABELS
  1529.                               
  1530. Many useful reports available at the Clients and Prospects screen. 
  1531. You can print contact summary sheets ordered by rating, reports for
  1532. portions of the database, and labels.  Of greatest usefulness in the
  1533. marketing area is the ability to generate a professional, laser printed,
  1534. proportional spaced personal letter from within the database.  
  1535.  
  1536.      At the Clients and Prospects screen:
  1537.  
  1538.          ■   Select:             [L] List
  1539.  
  1540. You will see the following option menu:                                 
  1541.                                                                                 
  1542.               ┌───────────────── Select Option ─────────────────┐               
  1543.               │ 1 - Print the Current Label                     │               
  1544.               │ 2 - Print a Group of Labels (mailing)           │               
  1545.               │ 3 - Print a Group of Labels (phone/SN#)         │               
  1546.               │ 4 - Print ALL Labels 4 up                       │               
  1547.               │ 5 - Print Client Report                         │               
  1548.               │ 6 - Create Mail Merge Secondary File            │               
  1549.               │ 7 - Contact Summary Sheets                      │               
  1550.               │ 8 - Mail Merge (1 letter)                       │               
  1551.               │ 9 - Mail Merge (mass mailing)                   │               
  1552.               │ A - UPS Labels                                  │               
  1553.               │ B - Accounts Payable Label - Contact Address    │               
  1554.               │ C - Accounts Payable Label - Bill Address       │               
  1555.               │ D - Analysis of Telemarketing Work to do        │               
  1556.               │ E - Weekly Marketing Analysis - 5 Reports       │               
  1557.               │ F - Survey Analysis using Next Step             │               
  1558.               │ G - Calls to be Made Today or for a time period │               
  1559.               │ H - Letters to Related Clients                  │               
  1560.               └─────────────────────────────────────────────────┘               
  1561.                                                                                     
  1562.      Menu Options
  1563.  
  1564.          [1]      Prints the current label.
  1565.  
  1566.          [2]      Prints a group of labels.
  1567.  
  1568.          [3]      Prints the current label including telephone number and
  1569.                   client number.
  1570.          [4]      Prints the labels 4 across a page.
  1571.  
  1572.          [5]      Prints the client's name, address, and telephone number
  1573.                   across the page.
  1574.  
  1575.          [6]      Creates a mail merge secondary file you can use with
  1576.                   your own word processor.
  1577.  
  1578.          [7]      Creates a report of the contacts made to clients,
  1579.                   including next marketing step, notes, and contacts listed.
  1580.  
  1581.          [8]      Mail Merge one letter (currently listed record only).
  1582.  
  1583.          [9]      Mass mailing (condition).
  1584.  
  1585.          [A]      Prints a UPS form for shipping.
  1586.  
  1587.          [B]      Prints a label to "Accounts Payable" including the
  1588.                   purchase order number if supplied, using the "shipping"
  1589.                   address.
  1590.  
  1591.          [C]      Same as above except uses the "billing" address.
  1592.  
  1593.          [D]      Prints a late call report by salesperson.
  1594.  
  1595.          [E]      Four reports: 1) Marketing, sales, support and volume
  1596.                   analysis; 2) Product breakdown of marketing efforts; 3)
  1597.                   Support time recorded by project; and 4) Analysis of
  1598.                   calls to make, number of late calls, etc. 
  1599.  
  1600.          [F]      Prints a report of calls to make including the client #,
  1601.                   name, company, next marketing step and date for a
  1602.                   date range, city, state, Zip Code, and salesperson
  1603.                   responsible.  A product code can be specified.     CHANGING THE DISPLAY ORDER OF THE DATABASE
  1604.                              
  1605.      From the Clients and Prospects screen:
  1606.  
  1607.          ■   Select:             [O] Order
  1608.                                                    
  1609.           ┌────────────────── Select Record Order ───────────────────┐          
  1610.           │ Record Number                                            │          
  1611.           │ Client Number                                            │          
  1612.           │ Last Name, First Name                                    │          
  1613.           │ Company                                                  │          
  1614.           │ Last Number Used                                         │          
  1615.           │ Next Contact Date (by SalesRep)                          │          
  1616.           │ State, City, Name                                        │          
  1617.           │ Next Contact Date (by Project)                           │          
  1618.           └──────────────────────────────────────────────────────────┘          
  1619.  
  1620.  
  1621. Examples of different sorts you can use to look for clients:
  1622.  
  1623. Find a client if all you know is:
  1624.      ■   Part of last name.
  1625.      ■   Part of company name.
  1626.      ■   State.
  1627.      ■   Client number.
  1628.  
  1629. Or prioritize your calls by:
  1630.      ■   Next contact date (by SalesRep).
  1631.      ■   Next contact date (by Product).
  1632.  
  1633. Or determine the number of prospects by a particular product code:
  1634.      ■   Last number used.
  1635.  
  1636.  
  1637. You can change the order of the clients database to give you quick
  1638. access to your prospects by name, client number, company, state/city,
  1639. or by next contact date.
  1640.  
  1641. CHAPTER 6
  1642.  
  1643. BILLING AND INVOICING
  1644.  
  1645.  
  1646. The Billing and Invoicing module helps you to track time and billing
  1647. for consultants.
  1648.  
  1649.  
  1650.      From the Main Menu:
  1651.  
  1652.          ■   Select:             [2] Time and Billing for Consultants
  1653.  
  1654. ╔══════════════════  SellMore Software Demonstration System  ══════════════════╗
  1655. ║ USER: USER                                                       STATION:  3 ║
  1656. ║ v 12-01-90               BILLING AND INVOICING MENU              MEMORY: 129 ║
  1657. ╟──────────────────────────────────────────────────────────────────────────────╢
  1658. ║                                                                              ║
  1659. ║                                                                              ║
  1660. ║               0 -  Quit and Return to Billing Menu                           ║
  1661. ║               1 -  Add Items to Bill                                         ║
  1662. ║               2 -  Proof Reading Listing                                     ║
  1663. ║               3 -  Generate Invoices                                         ║
  1664. ║               4 -  List Items to be Billed                                   ║
  1665. ║               5 -  Key Vacation Time                                         ║
  1666. ║               6 -  Weekly Report of Time Worked                              ║
  1667. ║               7 -  Switch to Clients Menu                                    ║
  1668. ║               8 -  Productivity Analysis                                     ║
  1669. ║               9 -  Pack and Reindex Billing File                             ║
  1670. ║               A -  Invoice Distribution Report                               ║
  1671. ║               B -  Royalty Distribution Report                               ║
  1672. ║               C -  Lease Database and Report                                 ║
  1673. ║               Enter Choice                                                   ║
  1674. ╚══════════════════════════════════════════════════════════════════════════════╝
  1675.                                                                                 
  1676.                                                                                 
  1677. Thursday, December 13       Clipper Summer 87, NetLib                     6:43pm
  1678.                                                                               
  1679. Menu Options
  1680.  
  1681.      [1]     Opens the Billing Detail Data Entry file.
  1682.  
  1683.      [2]     Prints a summary of work done at 0 rate or below the
  1684.              regular rate.
  1685.  
  1686.      [3]     Brings up the Invoice Management menu.
  1687.  
  1688.      [4]     Lists all items waiting to be billed.
  1689.  
  1690.      [5]     Lets you enter vacation time for a selected employee.
  1691.  
  1692.      [6]     Prints a summary of hours worked during the current week.
  1693.  
  1694.      [7]     Opens the Clients and Prospects file.
  1695.  
  1696.      [8]     Summarizes productivity by project.
  1697.  
  1698.      [9]     Packs and reindexes the Billing file.
  1699.  
  1700.      [a]     Prints the Invoice Distribution report.
  1701.  
  1702.      [b]     Prints the Royalty Distribution report.
  1703.  
  1704.      [c]     Opens the Lease Payments file.
  1705.  
  1706. CHAPTER 7
  1707.  
  1708. ACCOUNTING
  1709.  
  1710.  
  1711. The program's Accounting module lets you keep records of accounts,
  1712. transactions, and distribution of funds, as well as perform monthly and
  1713. yearly closeouts.
  1714.  
  1715.  
  1716.      From the Main Menu:
  1717.  
  1718.          ■   Select:             [3] Accounting                               
  1719.                                                                                  
  1720. ╔═══════════════════════   Acme Software Distributors   ═══════════════════════╗
  1721. ║ USER: ROBERT                                                     STATION:  3 ║
  1722. ║ v 10-23-89                     ACCOUNTING MENU                   MEMORY:  28 ║
  1723. ╟──────────────────────────────────────────────────────────────────────────────╢
  1724. ║                                                                              ║
  1725. ║                                                                              ║
  1726. ║               0 -  Quit and return to Main Menu                              ║
  1727. ║               1 -  Work with Chart of Accounts                               ║
  1728. ║               2 -  Process Transactions                                      ║
  1729. ║               3 -  Redistribution of Funds                                   ║
  1730. ║               4 -  Cost Centers                                              ║
  1731. ║               5 -  Account Descriptions                                      ║
  1732. ║               6 -  Reports Menu                                              ║
  1733. ║               7 -  Month End and Year End Closeout                           ║
  1734. ║               8 -  Edit General Ledger                                       ║
  1735. ║               9 -  Postage Database                                          ║
  1736. ║               A -  Supplies Database                                         ║
  1737. ║                                                                              ║
  1738. ║                                                                              ║
  1739. ║               Enter choice                                                   ║
  1740. ╚══════════════════════════════════════════════════════════════════════════════╝
  1741.                                                                                 
  1742.                                                                                 
  1743. Wednesday, April  4         Clipper Summer 87, NetLib                     5:27pm
  1744.  
  1745.  
  1746. Menu Options
  1747.  
  1748.      [1]     Opens the Account Maintenance file.
  1749.  
  1750.      [2]     Lets you work with the transaction records for a specified
  1751.              date.
  1752.  
  1753.      [3]     Opens the Account Distribution menu.
  1754.  
  1755.      [4]     Opens the Department database.
  1756.  
  1757.      [5]     Opens the Account Descriptions file.
  1758.  
  1759.      [6]     Lets you print accounting reports.
  1760.  
  1761.      [7]     Lets you close out the current month or year.
  1762.  
  1763.      [8]     Lets you make changes to the General Ledger.
  1764.  
  1765.      [9]     Opens the Postage database.
  1766.  
  1767.      [a]     Opens the Inventory of Supplies file.
  1768.  
  1769. These menu options are explained on the following pages. THE CHART OF ACCOUNTS
  1770.  
  1771. The Account Maintenance screen lists all accounts.
  1772.  
  1773.  
  1774.      From the Accounting menu:
  1775.  
  1776.          ■   Select:             [1] Work With Chart of Accounts        
  1777.                          
  1778. ╔════════════════════════════  ACCOUNT MAINTENANCE  ═══════════════════════════╗
  1779. ║                                                                              ║
  1780. ║          ACCT ACCOUNT NAME                   CTRL  DPT D/C  CURRENT          ║
  1781. ║          ---- ------------------------------ ----- --- --- ---------         ║
  1782. ║                                                                              ║
  1783. ║                                                                              ║
  1784. ║                                                                              ║
  1785. ║                                                                              ║
  1786. ║                                                                              ║
  1787. ║                                                                              ║
  1788. ║                                                                              ║
  1789. ║                                                                              ║
  1790. ║                                                                              ║
  1791. ║                                                                              ║
  1792. ║                                                                              ║
  1793. ║                                                                              ║
  1794. ║                                                                              ║
  1795. ║                                                                              ║
  1796. ║                                                                              ║
  1797. ║                                                                              ║
  1798. ╚══════════════════════════════════════════════════════════════════════════════╝
  1799.                                                                                 
  1800. [Find]  [Add]  [Edit]  [Delete]  [Recall]  [List]  [/] Up/Down  [Quit]  [Ttls]
  1801.                                                                                 
  1802.  
  1803.  
  1804. Selected Menu Option
  1805.  
  1806.      [t] ttls     Shows the monthly totals.
  1807.  
  1808. Selected Fields
  1809.  
  1810.      ctrl         The print control (T=Total; S=Subtotal account).
  1811.  
  1812.      dpt          Cost accounting department.
  1813.  
  1814.      d/c          Account code (D=Debit; C=Credit).
  1815.  
  1816.  
  1817. TRANSACTION PROCESSING
  1818.  
  1819. The Transaction Processing menu provides options for tracking
  1820. transactions and maintaining the Journal file.
  1821.  
  1822.  
  1823.      From the Accounting menu:
  1824.  
  1825.          ■   Select:             [2] Process Transactions
  1826.  
  1827.  
  1828. You will be prompted to enter the date of the transaction.  Then you
  1829. will see the Transaction Processing menu.                               
  1830.                                                                   
  1831. ╔═══════════════════════   Acme Software Distributors   ═══════════════════════╗
  1832. ║ USER: ROBERT                                                     STATION:  3 ║
  1833. ║ v 10-23-89                 Transaction Processing                MEMORY:  24 ║
  1834. ╟──────────────────────────────────────────────────────────────────────────────╢
  1835. ║                                                                              ║
  1836. ║                                                                              ║
  1837. ║               0 -  Return to Accounting Menu                                 ║
  1838. ║               1 -  Enter Transactions                                        ║
  1839. ║               2 -  Prepare Salary Distribution Journal Entry                 ║
  1840. ║               3 -  Prepare Overhead Expense Distribution Journal Entry       ║
  1841. ║               4 -  Pack Journal File                                         ║
  1842. ║               5 -  Print Transactions NOT POSTED                             ║
  1843. ║               6 -  Print Transactions Effect on GL Report                    ║
  1844. ║               7 -  Post to General Ledger                                    ║
  1845. ║                                                                              ║
  1846. ║                                                                              ║
  1847. ║                                                                              ║
  1848. ║                                                                              ║
  1849. ║                                                                              ║
  1850. ║               Enter choice                                                   ║
  1851. ╚══════════════════════════════════════════════════════════════════════════════╝
  1852.                                                                                 
  1853.                                                                                 
  1854. Wednesday, April  4         Clipper Summer 87, NetLib                     5:27pm
  1855.  
  1856.  
  1857.  
  1858.  
  1859.       REDISTRIBUTION OF FUNDS
  1860.  
  1861. The Accounts Distribution menu provides options that allow you to
  1862. maintain the distribution records.
  1863.  
  1864.  
  1865.      From the Accounting menu:
  1866.  
  1867.          ■   Select:             [3] Redistribution of Funds
  1868.  
  1869. ╔════════════════════════  Acme Software Distributors  ════════════════════════╗
  1870. ║ USER: USER                                                       STATION: 10 ║
  1871. ║ v 03-31-90               Accounts Distribution Menu              MEMORY: 146 ║
  1872. ╟──────────────────────────────────────────────────────────────────────────────╢
  1873. ║                                                                              ║
  1874. ║                                                                              ║
  1875. ║               0 -  Return                                                    ║
  1876. ║               1 -  Add a Distribution Record                                 ║
  1877. ║               2 -  Edit Distribution Record                                  ║
  1878. ║               3 -  Pack and Reindex                                          ║
  1879. ║               4 -  Distribution Percent Report                               ║
  1880. ║               5 -  Prepare Journal Transaction                               ║
  1881. ║               6 -  Print Journal Transaction Effect on GL                    ║
  1882. ║               7 -  Post Distribution Transaction                             ║
  1883. ║                                                                              ║
  1884. ║                                                                              ║
  1885. ║                                                                              ║
  1886. ║                                                                              ║
  1887. ║                                                                              ║
  1888. ║               Enter Choice                                                   ║
  1889. ╚══════════════════════════════════════════════════════════════════════════════╝
  1890.                                                                                 
  1891.                                                                                 
  1892. Sunday, June 17             Clipper Summer 87, NetLib                     6:19pm
  1893.  
  1894.                                                             THE DEPARTMENT DATABASE
  1895.  
  1896. The Department database lists all departments and their codes.
  1897.  
  1898.  
  1899.      From the Accounting menu:
  1900.  
  1901.          ■   Select:             [4] Cost Centers                            
  1902.                                                             
  1903. ╔════════════════════════════  DEPARTMENT DATABASE  ═══════════════════════════╗
  1904. ║                                                                              ║
  1905. ║                      Dept  Department Name                                   ║
  1906. ║                     ------ ------------------------------                    ║
  1907. ║                     400    **********REVENUE*************                    ║
  1908. ║                     401    Consulting                                        ║
  1909. ║                     402    Sales of Software Licenses                        ║
  1910. ║                     403    Sales of Source Code                              ║
  1911. ║                     404    Sales of Support Agreements                       ║
  1912. ║                     405    Sales of Demo Diskettes                           ║
  1913. ║                     406    Training                                          ║
  1914. ║                     407    Installation                                      ║
  1915. ║                     408    Customizations                                    ║
  1916. ║                     409    Duke Prepayment                                   ║
  1917. ║                     410    Documentation                                     ║
  1918. ║                     411    Support w/out Subscription                        ║
  1919. ║                     412    Update w/out Subscription                         ║
  1920. ║                     413    Sales of 90-Day Trial                             ║
  1921. ║                     499    Other - freight,expenses                          ║
  1922. ║                                                                              ║
  1923. ╚══════════════════════════════════════════════════════════════════════════════╝
  1924.                                                                                 
  1925. [Find]  [Add]  [Edit]  [Delete]  [Recall]  [List]  [Order]  [/]Up/Down  [Esc]
  1926.                                                                                 
  1927. ACCOUNT DESCRIPTIONS
  1928.  
  1929. The Account Descriptions file lists all accounts.
  1930.  
  1931.  
  1932.      From the Accounting menu:
  1933.  
  1934.          ■   Select:             [5] Account Descriptions                  
  1935.                                                                        
  1936. ╔═══════════════════════════  ACCOUNT DESCRIPTIONS  ═══════════════════════════╗
  1937. ║                                                                              ║
  1938. ║                          ID   Account Name                                   ║
  1939. ║                        ------ ------------------------                       ║
  1940. ║                                                                              ║
  1941. ║                                                                              ║
  1942. ║                                                                              ║
  1943. ║                                                                              ║
  1944. ║                                                                              ║
  1945. ║                                                                              ║
  1946. ║                                                                              ║
  1947. ║                                                                              ║
  1948. ║                                                                              ║
  1949. ║                                                                              ║
  1950. ║                                                                              ║
  1951. ║                                                                              ║
  1952. ║                                                                              ║
  1953. ║                                                                              ║
  1954. ║                                                                              ║
  1955. ║                                                                              ║
  1956. ╚══════════════════════════════════════════════════════════════════════════════╝
  1957.                                                                                 
  1958. [Find]  [Add]  [Edit]  [Delete]  [Recall]  [List]  [Order]  [/]Up/Down  [Esc]
  1959.                                                                                 
  1960. PRINTING REPORTS
  1961.  
  1962. The Reports menu lets you print various accounting reports. 
  1963. Examples of these reports are included in Appendix C.
  1964.  
  1965.  
  1966.      From the Accounting menu:
  1967.  
  1968.          ■   Select:             [6] Reports Menu                          
  1969.                             
  1970. ╔═══════════════════════   Acme Software Distributors   ═══════════════════════╗
  1971. ║ USER: ROBERT                                                     STATION:  3 ║
  1972. ║ v 10-23-89                   Accounting Reports                  MEMORY:  20 ║
  1973. ╟──────────────────────────────────────────────────────────────────────────────╢
  1974. ║                                                                              ║
  1975. ║                                                                              ║
  1976. ║               0 -  Return                                                    ║
  1977. ║               1 -  Chart of Accounts                                         ║
  1978. ║               2 -  Statement of Income and Expense                           ║
  1979. ║               3 -  Balance Sheet                                             ║
  1980. ║               4 -  Transaction Register                                      ║
  1981. ║               5 -  General Ledger                                            ║
  1982. ║               6 -  Budget Analysis                                           ║
  1983. ║               7 -  Project by Project Income Statements                      ║
  1984. ║                                                                              ║
  1985. ║                                                                              ║
  1986. ║                                                                              ║
  1987. ║                                                                              ║
  1988. ║                                                                              ║
  1989. ║               Enter choice                                                   ║
  1990. ╚══════════════════════════════════════════════════════════════════════════════╝
  1991.                                                                                 
  1992.                                                                                 
  1993. Wednesday, April  4         Clipper Summer 87, NetLib                     5:28pm
  1994.  
  1995.  
  1996.  
  1997.  
  1998. Menu Options
  1999.  
  2000.      [1]     Prints a listing of all accounts.
  2001.  
  2002.  
  2003.      [2]     Prints the income statement you select:                      
  2004.                                                                       
  2005. 1 - Print Entire Income Statement                                               
  2006. 2 - Print Income Statement For Each dept                                        
  2007. 3 - Print Income Statement Based on a dBASE III Condition                       
  2008. 4 - Print Income Statement for Non-Zero Balances                                
  2009.                                                                                 
  2010. Enter Choice                                                                    
  2011.                                                                               
  2012.  
  2013.  
  2014.      [3]     Prints the balance statement you select.
  2015.  
  2016. 1 - Print Entire Balance Statement                                              
  2017. 2 - Print Balance Statement For Each dept                                       
  2018. 3 - Print Balance Statement Based on a dBASE III Condition                      
  2019.                                                                                 
  2020. Enter Choice                                                                    
  2021.                                                                               
  2022.  
  2023.  
  2024.      [4]     Prints the Transaction file listing you choose:
  2025.  
  2026. 1 - List Entire Transaction File                                                
  2027. 2 - List for a Date Period                                                      
  2028. 3 - List for a Group of Transactions                                            
  2029. 4 - List Transactions to be Distributed                                         
  2030.                                                                                 
  2031. Enter Choice                                                                    
  2032.                                                                               
  2033.  
  2034.                                                                               
  2035.      [5]     Prints the General Ledger for all accounts or for a selected
  2036.              account.  You will be prompted as follows:
  2037.                                                                               
  2038.  
  2039. You MUST recalculate GENERAL LEDGER if you have posted to any accounts since    
  2040. you last calculated the GENERAL LEDGER.  If you have not posted since the last  
  2041. recalculation, you will save time by not recalculating.                         
  2042.                                                                                 
  2043. Recalculate GENERAL LEDGER? [Y/N]                                               
  2044.                                                                               
  2045.  
  2046.      [6]     Prints the Budget Analysis report.
  2047.  
  2048.      [7]     Prints project income statements:
  2049.  
  2050. 1 - List Entire Transaction File                                                
  2051. 2 - List for a Date Period                                                      
  2052. 3 - List for a Group of Transactions                                            
  2053.                                                                                 
  2054. Enter Choice                                                                    
  2055.                                                                               
  2056.  
  2057.                                                                               
  2058.  
  2059.                                                                               
  2060. CLOSING OUT
  2061.  
  2062. The Month End and Year End Closeout screen lets you close out and
  2063. print income summaries.
  2064.  
  2065.  
  2066.      From the Accounting menu:
  2067.  
  2068.          ■   Select:             [7] Month End and Year Closeout        
  2069.                                                                   
  2070. ╔═══════════════════════   Acme Software Distributors   ═══════════════════════╗
  2071. ║ USER: ROBERT                                                     STATION:  3 ║
  2072. ║ v 10-23-89              Month End and Year End Close             MEMORY:  40 ║
  2073. ╟──────────────────────────────────────────────────────────────────────────────╢
  2074. ║                                                                              ║
  2075. ║                                                                              ║
  2076. ║               0 -  Return to Accounts Menu                                   ║
  2077. ║               1 -  Create Income Summary Transactions                        ║
  2078. ║               2 -  Year End Close                                            ║
  2079. ║                                                                              ║
  2080. ║                                                                              ║
  2081. ║                                                                              ║
  2082. ║                                                                              ║
  2083. ║                                                                              ║
  2084. ║                                                                              ║
  2085. ║                                                                              ║
  2086. ║                                                                              ║
  2087. ║                                                                              ║
  2088. ║                                                                              ║
  2089. ║               Enter choice                                                   ║
  2090. ╚══════════════════════════════════════════════════════════════════════════════╝
  2091.                                                                                 
  2092.                                                                                 
  2093. Wednesday, April  4         Clipper Summer 87, NetLib                     5:29pm
  2094.  
  2095. EDITING THE GENERAL LEDGER
  2096.  
  2097. The General Ledger file tracks each account's activities.
  2098.  
  2099.  
  2100.      From the Accounting menu:
  2101.  
  2102.          ■   Select:             [8] Edit General Ledger                    
  2103.                                                                       
  2104. ╔══════════════════════════════  GENERAL LEDGER  ══════════════════════════════╗
  2105. ║[1 - Chart of Accounts]     [2 - Recalculate Balance]                         ║
  2106. ╟──────────────────────────────────────────────────────────────────────────────╢
  2107. ║                                                                              ║
  2108. ║  TRANS ACCT DPT  PROJECT  CHK# DESCRIP                                    DA ║
  2109. ║  ═════ ════ ═══  ════════ ════ ════════════════════════════════════════ ════ ║
  2110. ║                                                                              ║
  2111. ║                                                                              ║
  2112. ║                                                                              ║
  2113. ║                                                                              ║
  2114. ║                                                                              ║
  2115. ║                                                                              ║
  2116. ║                                                                              ║
  2117. ║                                                                              ║
  2118. ║                                                                              ║
  2119. ║                                                                              ║
  2120. ║                                                                              ║
  2121. ║                                                                              ║
  2122. ║                                                                              ║
  2123. ║                                                                              ║
  2124. ╚══════════════════════════════════════════════════════════════════════════════╝
  2125.                                                                                 
  2126.     [Find]  [Add]  [Edit]  [Delete]  [Recall]  [List]  [/] Up/Down  [Quit]    
  2127.                                                                                 
  2128.                                                                        
  2129.  
  2130.  
  2131. To add a new record:
  2132.  
  2133.          ■   Select:             [a] Add
  2134.  
  2135. ╔══════════════════════════════  GENERAL LEDGER  ══════════════════════════════╗
  2136. ║[1 - Chart of Accounts]     [2 - Recalculate Balance]                         ║
  2137. ╟──────────────────────────────────────────────────────────────────────────────╢
  2138. ║                                                                              ║
  2139. ║  TRANS                                                                    DA ║
  2140. ║  ═════  Transaction #              0                       ════════════ ════ ║
  2141. ║         Account                                                              ║
  2142. ║         Department                                                           ║
  2143. ║         Project                                                              ║
  2144. ║         Check Number                                                         ║
  2145. ║         Description                                                          ║
  2146. ║         Date            /  /                                                 ║
  2147. ║         Debit/Credit                                                         ║
  2148. ║         Debit Amount            0.00                                         ║
  2149. ║         Credit Amount           0.00                                         ║
  2150. ║         TTL (Cum)               0.00                                         ║
  2151. ║                                                                              ║
  2152. ║                                                                              ║
  2153. ║                                                                              ║
  2154. ║                                                                              ║
  2155. ╚══════════════════════════════════════════════════════════════════════════════╝
  2156.                                                                                 
  2157.                                                                                 
  2158.                                                                                 
  2159. POSTAGE
  2160.  
  2161. The Postage Database lets you track mailing expenses.
  2162.  
  2163.  
  2164.      From the Accounting menu:
  2165.  
  2166.          ■   Select:             [9] Postage Database                        
  2167.                                                                  
  2168. ╔═════════════════════════════  POSTAGE DATABASE  ═════════════════════════════╗
  2169. ║                                                                              ║
  2170. ║     PROJECT  DPT DESCRIPTION                              AMOUNT DATE        ║
  2171. ║     ════════ ═══ ════════════════════════════════════════ ══════ ════════    ║
  2172. ║                                                                              ║
  2173. ║                                                                              ║
  2174. ║                                                                              ║
  2175. ║                                                                              ║
  2176. ║                                                                              ║
  2177. ║                                                                              ║
  2178. ║                                                                              ║
  2179. ║                                                                              ║
  2180. ║                                                                              ║
  2181. ║                                                                              ║
  2182. ║                                                                              ║
  2183. ║                                                                              ║
  2184. ║                                                                              ║
  2185. ║                                                                              ║
  2186. ║                                                                              ║
  2187. ║                                                                              ║
  2188. ╚══════════════════════════════════════════════════════════════════════════════╝
  2189.                                                                                 
  2190. [Find]  [Add]  [Edit]  [Delete]  [Recall]  [List]  [Order]  [/]Up/Down  [Esc]
  2191.                                                                                 
  2192. EDITING THE SUPPLY INVENTORY
  2193.  
  2194. The Inventory of Supplies file helps you to maintain adequate
  2195. inventory.
  2196.  
  2197.  
  2198.      From the Accounting menu:
  2199.  
  2200.          ■   Select:             [a] Supplies Database                      
  2201.                                     
  2202. ╔═══════════════════════════  INVENTORY OF SUPPLIES  ══════════════════════════╗
  2203. ║                                                                              ║
  2204. ║         STOCK #                                                              ║
  2205. ║         DESCRIPTION                                                          ║
  2206. ║                                                                              ║
  2207. ╟──────────────────────────────────────────────────────────────────────────────╢
  2208. ║         ITEM NUMBER                                                          ║
  2209. ║         CLIENT #                                                             ║
  2210. ║         VENDOR                                                               ║
  2211. ║         PHONE #          (   )   -                                           ║
  2212. ║         SALES REP.                                                           ║
  2213. ║         ORDER PRICE         0.00                                             ║
  2214. ║         OUM                                                                  ║
  2215. ║         UNITSPEROUM           0                                              ║
  2216. ║         PRICE/UNIT          0.0000                                           ║
  2217. ║         MINIMUM ORD.QTY     0                                                ║
  2218. ║         DESIRED ON HAND     0                                                ║
  2219. ║         SALE?            N                                                   ║
  2220. ║         SALE END DATE      /  /                                              ║
  2221. ║         LAST ORDER DATE    /  /    LAST ORDER QTY     0                      ║
  2222. ╚══════════════════════════════════════════════════════════════════════════════╝
  2223. Empty file.                                                                     
  2224.      [Find]     [Add]     [Edit]    [Delete]   [Recall]   [/] Up/Down         
  2225.      [Browse]   [Order]   [Count]   [List]     [Quit]     [1] Other Sources     
  2226.  
  2227.  
  2228. Selected Field
  2229.  
  2230.      oum          Order unit of measure.
  2231.  
  2232. CHAPTER 8
  2233.  
  2234. SOFTWARE SUPPORT
  2235.  
  2236.  
  2237. The Software Support option opens the Clients and Prospects file to
  2238. allow you to review a client's support status.
  2239.  
  2240.  
  2241.      From the Main Menu:
  2242.  
  2243.          ■   Select:             [4] Software Support
  2244.  
  2245. ╔═══════════════════════════  CLIENTS AND PROSPECTS  ══════════════════════════╗
  2246. ║CLIENT # LAST NAME            FIRST NAME      COMPANY NAME                    ║
  2247. ║12340001                                                                      ║
  2248. ╟──────────────────────────────────────────────────────────────────────────────╢
  2249. ║    SERIAL NUMBER                                                             ║
  2250. ║    CLIENT                                                                    ║
  2251. ║    PRODUCT                                                                   ║
  2252. ║    SALE DATE           /  /                                                  ║
  2253. ║                                                                              ║
  2254. ║    SUPPORT? [Y/N]                                                            ║
  2255. ║    PURCHASED SUPPORT   /  /                                                  ║
  2256. ║    EXPIRATION DATE     /  /       <EXPIRED>                                  ║
  2257. ║    LAST PAID UPDATE    /  /                                                  ║
  2258. ║    LAST UPDATE         /  /                                                  ║
  2259. ║    ORIGINAL SALES $      0.00                                                ║
  2260. ║    YEARLY SUPPORT $      0.00                                                ║
  2261. ║                                                                              ║
  2262. ║                                                                              ║
  2263. ║                                                                              ║
  2264. ║                                                                              ║
  2265. ╚══════════════════════════════════════════════════════════════════════════════╝
  2266. Empty file.                                                                     
  2267.        [Find]    [Add]     [Edit]     [Delete]   [Recall]    [/] Up/Down      
  2268.        [Browse]  [Order]   [Count]    [List]     [Quit]      [─┘] More         
  2269.  
  2270.  
  2271. Selected Menu Option
  2272.  
  2273.      [─┘]   more                Displays other menu options:
  2274.  
  2275.                                                                         
  2276.   [1 - clients]  [3 - products] [5 - problems]  [7 - questions]                 
  2277.   [2 - support]  [4 - invoice]  [6 - contacts]                                  
  2278. CHAPTER 9
  2279.  
  2280. BILLING AND PROJECT MANAGEMENT
  2281.  
  2282.  
  2283. The Billing module helps you keep track of clients and prospects,
  2284. current projects, software support activities, and software problems.
  2285.  
  2286.  
  2287.      From the Main Menu:
  2288.  
  2289.          ■   Select:             [5] Other Management Functions          
  2290.                                  
  2291. ╔══════════════════  SellMore Software Demonstration System  ══════════════════╗
  2292. ║ USER: USER                                                       STATION:  3 ║
  2293. ║ v 12-01-90                     BILLING SYSTEM                    MEMORY: 133 ║
  2294. ╟──────────────────────────────────────────────────────────────────────────────╢
  2295. ║                                                                              ║
  2296. ║                                                                              ║
  2297. ║               0 -  Return to Main Menu                                       ║
  2298. ║               1 -  Product Labels                                            ║
  2299. ║               2 -  Clients, Prospects                                        ║
  2300. ║               3 -  Project Planning                                          ║
  2301. ║               4 -  Products                                                  ║
  2302. ║               5 -  Enter Payments / Outstanding Invoices                     ║
  2303. ║               6 -  Employee Database                                         ║
  2304. ║               7 -  State Database                                            ║
  2305. ║               8 -  Return Address Labels                                     ║
  2306. ║                                                                              ║
  2307. ║                                                                              ║
  2308. ║                                                                              ║
  2309. ║                                                                              ║
  2310. ║               Enter Choice                                                   ║
  2311. ╚══════════════════════════════════════════════════════════════════════════════╝
  2312.                                                                                 
  2313.                                                                                 
  2314. Thursday, December 13       Clipper Summer 87, NetLib                     6:42pm
  2315.                   
  2316.  
  2317.  
  2318.  
  2319. Menu Options
  2320.  
  2321.      [1]     Prints diskette labels for your software products.
  2322.  
  2323.      [2]     Lets you enter information about your current and
  2324.              prospective clients.
  2325.  
  2326.      [3]     Lets you record basic project data including status, weeks
  2327.              to completion, and description.
  2328.  
  2329.      [4]     Lets you maintain detailed product records.
  2330.  
  2331.      [5]     Lets you print invoices and record payments.
  2332.  
  2333.      [6]     Password protected employee information.
  2334.  
  2335.      [7]     Contains the two-letter abbreviations for state names.
  2336.  
  2337.      [8]     Prints return address labels.
  2338.  
  2339.  
  2340. These options are explained on the following pages.
  2341. PRINTING PRODUCT LABELS
  2342.  
  2343. The Product Label feature prints diskette labels that include the
  2344. product name, serial number, and copyright notice.
  2345.  
  2346.  
  2347.      From the Billing System menu:
  2348.  
  2349.          ■   Select:             [1] Product Labels
  2350.                               
  2351. ╔═════════════════════  SERIAL NUMBER AND DISKETTE LABELS  ════════════════════╗
  2352. ║                                                                              ║
  2353. ║ Title           ACME SOFTWARE NAME - DISK 1                                  ║
  2354. ║ Serial Prefix   ACME                                                         ║
  2355. ║ Start Numbering    2                                                         ║
  2356. ║ Suffix          E                                                            ║
  2357. ║ Version         1.0                                                          ║
  2358. ║ Format          IBM COMPATIBLE DOS 3.1 +                                     ║
  2359. ║ Copyright line1 (C) Copyright 1990, ACME Software Distributors.              ║
  2360. ║ Copyright line2 All rights reserved.                                         ║
  2361. ║                                                                              ║
  2362. ║                                                                              ║
  2363. ║                                                                              ║
  2364. ║                                                                              ║
  2365. ║                                                                              ║
  2366. ║                                                                              ║
  2367. ║                                                                              ║
  2368. ║                                                                              ║
  2369. ║                                                                              ║
  2370. ║                                                                              ║
  2371. ╚══════════════════════════════════════════════════════════════════════════════╝
  2372. Empty file.                                                                     
  2373.        [Find]    [Add]     [Edit]     [Delete]   [Recall]    [/] Up/Down      
  2374.        [Browse]  [Order]   [Count]    [List]     [Esc]                         
  2375.  
  2376.  
  2377. To add a record:
  2378.  
  2379.          ■   Select:             [a] Add
  2380.  
  2381.  
  2382. After adding one record, you will be prompted to add another.  If
  2383. you do not want to add another one, press [Esc]. When you create more than one product label by choosing # 2 from
  2384. the Select Options Menu, the program will automatically increment
  2385. the starting number for each new product label and reset the number
  2386. with the new starting number.
  2387.  
  2388. To print the labels:
  2389.  
  2390.          ■   Select:             [l] List
  2391.  
  2392.  
  2393. You will be prompted as follows:
  2394.  
  2395.                   ┌───────────── Select Option ─────────────┐                   
  2396.                   │ 1 - Print the Current Label             │                   
  2397.                   │ 2 - Print a Set of Labels               │                   
  2398.                   └─────────────────────────────────────────┘                   
  2399.  
  2400.  
  2401.  
  2402. TRACKING CLIENTS AND PROSPECTS
  2403.  
  2404. The Clients and Prospects file contains essential information about
  2405. your current and prospective clients including name, shipping and
  2406. billing addresses, and phone numbers.
  2407.  
  2408.  
  2409.      From the Billing System menu:
  2410.  
  2411.          ■   Select:             [2] Clients, Prospects                        
  2412.                                                      
  2413. ╔═══════════════════  CLIENTS AND PROSPECTS (PAGE 1 OF 2)  ════════════════════╗
  2414. ║CLIENT # LAST NAME            FIRST NAME      COMPANY NAME                    ║
  2415. ║VAR_0001                                                                      ║
  2416. ╟──────────────────────────────────────────────────────────────────────────────╢
  2417. ║SHIP1                                    DEPT                                 ║
  2418. ║SHIP2                                   BILL1                                 ║
  2419. ║CITY                                    BILL2                                 ║
  2420. ║STATE                                    CITY                                 ║
  2421. ║ZIP                                     STATE                                 ║
  2422. ║COUNTRY                                   ZIP                                 ║
  2423. ║                                                                              ║
  2424. ║WORK PHONE    EXT  HOME PHONE    FAX PHONE     SALU INFORMAL NAME             ║
  2425. ║(   )   -          (   )   -     (   )   -                                    ║
  2426. ║                                                                              ║
  2427. ║TITLE                                     SECRETARY              SIZE         ║
  2428. ║                                                                              ║
  2429. ║                                                                              ║
  2430. ║PO NUMBER         LAST EDIT    MAILING LISTS                                  ║
  2431. ║                  05/11/90                                                    ║
  2432. ║                                                                              ║
  2433. ╚══════════════════════════════════════════════════════════════════════════════╝
  2434.                                                                                 
  2435.  [Find]   [Add]   [Edit]  [Delete] [Recall] [Mail]  [$-SalesRep]  [/] Up/Down 
  2436.  [Browse] [Order] [Count] [List] [Quit] [noTe] [Next] [Kopy] [Search] [─┘] more   
  2437.  
  2438.  
  2439. Selected Fields
  2440.  
  2441.      informal name                 If you enter an informal name here, it
  2442.                                    will be used in the greeting of your Mail
  2443.                                    Merge letters.  Refer to the Mail Merge
  2444.                                    section.
  2445.  
  2446. Selected Menu Options
  2447.  
  2448.      [m] mail                      Selecting "M" will allow you to enter
  2449.                                    unlimited text to be embedded into an
  2450.                                    existing Mail Merge document or be
  2451.                                    embedded into a letter by itself.  Refer
  2452.                                    to the MailMerge section. 
  2453.  
  2454.      [$] salesrep                  Changes your user code so that you can
  2455.                                    follow-up on contacts other than your
  2456.                                    own.  When using the "Next" selection
  2457.                                    from the menu (see Next below) the
  2458.                                    database will be organized by the next
  2459.                                    marketing step date and by user who
  2460.                                    logged in.  If you want to see another
  2461.                                    sales representatives contact to make,
  2462.                                    press "$" and key in the user name. 
  2463.                                    Now when you press "N" for next, you
  2464.                                    will see their clients and prospects.
  2465.  
  2466.      [n] next                      Selecting "N" is the key ingredient to
  2467.                                    staying current with your prospects. 
  2468.                                    When you press "N," the system switches
  2469.                                    the order of the database to the next
  2470.                                    marketing step date on screen two (see
  2471.                                    the next page).  When you press "N" it
  2472.                                    will prompt you for the Product Code
  2473.                                    and the next step date.  If you want to
  2474.                                    see all of your prospects, based on their
  2475.                                    next contact date, leave this field blank;
  2476.                                    if you want to follow-up on only those
  2477.                                    related to the asphalt management
  2478.                                    system, type in the client code prefix
  2479.                                    "ASPT."  The next field is the date. 
  2480.                                    Notice that it doesn't present the current
  2481.                                    date, it allows you to be a week behind. 
  2482.                                    You can change this date and look to see
  2483.                                    who you have to contact for any date,
  2484.                                    entering the date you want will put you
  2485.                                    there.
  2486.  
  2487.                                    Caution: You will be presented with only
  2488.                                    the contacts whose next step date falls on
  2489.                                    the date specified and after.  Those that
  2490.                                    fall before will be missed by sales people
  2491.                                    unless you key something like 01/01/01
  2492.                                    for the date range occasionally to clean
  2493.                                    up old prospects.  
  2494.  
  2495.  
  2496.  
  2497. To see Screen 2 of the Clients and Prospects record:
  2498.  
  2499.          ■   Press:              [PgDn]
  2500.  
  2501. ╔═══════════════════  CLIENTS AND PROSPECTS  (PAGE 2 of 2)  ═══════════════════╗
  2502. ║CLIENT # LAST NAME            FIRST NAME      COMPANY NAME                    ║
  2503. ║TEST0001 Miller               Steve           IBM                             ║
  2504. ╟──────────────────────────────  PROSPECT SCREEN  ─────────────────────────────╢
  2505. ║? NEXT STEP                                  DATE  RATING  NOTE PHONE         ║
  2506. ║N call                                     05/25/90         N                 ║
  2507. ║                                                                              ║
  2508. ║SOURCE   Unknown             METHOD   Unknown          SALESPERSON AUSTIN     ║
  2509. ║MAIL_LIST                                                 ENC                 ║
  2510. ║    ╔═NOTES:══════════════════════════════════════════════════════════════╗   ║
  2511. ║    ║06/24/89 - Steve said that the budget will be approved sometime in   ║   ║
  2512. ║    ║August and that I should contact him then.                           ║   ║
  2513. ║    ║                                                                     ║   ║
  2514. ║    ║05/01/89 -  4 introduced concept                                     ║   ║
  2515. ║    ║                                                                     ║   ║
  2516. ║    ║                                                                     ║   ║
  2517. ║    ║                                                                     ║   ║
  2518. ║    ║                                                                     ║   ║
  2519. ║    ║                                                                     ║   ║
  2520. ║    ╚═════════════════════════════════════════════════════════════════════╝   ║
  2521. ╚══════════════════════════════════════════════════════════════════════════════╝
  2522.                                                                                 
  2523.  [Find]   [Add]   [Edit]  [Delete] [Recall] [Mail]  [$-SalesRep]  [/] Up/Down 
  2524.  [Browse] [Order] [Count] [List] [Quit] [noTe] [Next] [Kopy] [Search] [─┘] more    
  2525.  
  2526.  
  2527. Selected Fields
  2528.  
  2529.      note         If you enter a "Y" in the Notes field, you will be placed
  2530.                   into the Notes window where you can enter narrative
  2531.                   text concerning your prospect.   You should use this
  2532.                   feature only when the "contact" description is not large
  2533.                   enough to accommodate your entry.  Also, you should
  2534.                   start your note descriptions with the date of the contact
  2535.                   and keep the most current notes at the top of the
  2536.                   record. PROJECT PLANNING      
  2537.  
  2538. The Project Planning feature lets you record information about
  2539. projects including the estimated hours required, the start date, and the
  2540. number of weeks to completion.
  2541.  
  2542.  
  2543.      From the Billing System menu:
  2544.  
  2545.          ■   Select:             [3] Project Planning                         
  2546.                                         
  2547. ╔═══════════════════════   Acme Software Distributors   ═══════════════════════╗
  2548. ║ USER: ROBERT                                                     STATION:  3 ║
  2549. ║ v 10-23-89                     BILLING SYSTEM                    MEMORY:   8 ║
  2550. ╟──────────────────────────────────────────────────────────────────────────────╢
  2551. ║                                                                              ║
  2552. ║                                                                              ║
  2553. ║               0 -  Quit and return to Main Menu                              ║
  2554. ║               1 -  Product Labels                                            ║
  2555. ║               2 -  Clients, Prospects                                        ║
  2556. ║               3 -  Project Planning                                          ║
  2557. ║               4 -  Major Projects                                            ║
  2558. ║               5 -  Bill for hours worked                                     ║
  2559. ║               6 -  Enter Payments / Outstanding Invoices                     ║
  2560. ║               7 -  Software Support                                          ║
  2561. ║               8 -  Error Tracking Database                                   ║
  2562. ║               9 -  Employee Database                                         ║
  2563. ║               A -  State Database                                            ║
  2564. ║               B -  Return Address Labels                                     ║
  2565. ║                                                                              ║
  2566. ║               Enter choice  3                                                ║
  2567. ╚══════════════════════════════════════════════════════════════════════════════╝
  2568.                                                                                 
  2569.                                                                                 
  2570. Enter Name                                                                      
  2571.  
  2572.  
  2573. At the bottom of the screen, you are prompted for the name of the
  2574. person to whom the project is assigned.
  2575. Now, to add the record:
  2576.  
  2577.          ■   Select:             [a] Add
  2578.  
  2579.  
  2580. The name you entered (in the previous step) will be entered here in
  2581. the Done By field.                                                         
  2582.                       
  2583. ╔════════════════════════════  PROJECT MANAGEMENT  ════════════════════════════╗
  2584. ║                                                                              ║
  2585. ║  DONE BY    PROJECT  SUB  DESCRIPTION                     HRS DATE IN  P S ? ║
  2586. ║  ══════════ ════════ ════ ═══════════════════════════════ ═══ ════════ ═ ═ ═ ║
  2587. ║                                                                              ║
  2588. ║                                                                              ║
  2589. ║                                                                              ║
  2590. ║                                                                              ║
  2591. ║                                                                              ║
  2592. ║                                                                              ║
  2593. ║                                                                              ║
  2594. ║                                                                              ║
  2595. ║                                                                              ║
  2596. ║                                                                              ║
  2597. ║                                                                              ║
  2598. ║                                                                              ║
  2599. ║                                                                              ║
  2600. ║                                                                              ║
  2601. ╚══════════════════════════════════════════════════════════════════════════════╝
  2602.                                                                                 
  2603. [Find] [Add] [Edit] [Del] [Recall] [List] [/] Up/Down [Status] [Notes] [Order]
  2604.                                                                               
  2605.  
  2606. Selected Fields
  2607.  
  2608.       p      The number of weeks to completion. 
  2609.  
  2610.       s      The project status.  The choices are:
  2611.  
  2612. [1] PROBLEM   [2] CALL/PICKUP   [3] ESTIMATE   [4] RESEARCH   [5] PROGRAMMING
  2613. [6] DELIVER   [7] DOCUMENTATION [8] WAITING    [9] REMINDER                     
  2614.  
  2615.  
  2616.      ?       If the status is to be printed on the Project Status report,
  2617.              Y will appear in this field. PRODUCT PLANNING 
  2618.  
  2619. The Product Planning feature lets you keep up-to-date records on all
  2620. of your projects.  It also lets you print summary reports including a
  2621. project cost analysis and a list of current projects.
  2622.  
  2623.  
  2624.      From the Billing System menu:
  2625.  
  2626.          ■   Select:             [4] Products
  2627.                                  
  2628. ╔═══════════════════════   Acme Software Distributors   ═══════════════════════╗
  2629. ║ USER: ROBERT                                                     STATION:  3 ║
  2630. ║ v 10-23-89                  PRODUCT PLANNING MENU                MEMORY:   4 ║
  2631. ╟──────────────────────────────────────────────────────────────────────────────╢
  2632. ║                                                                              ║
  2633. ║               0 - Return to Main Menu                                        ║
  2634. ║               1 - Product File Maintenance                                   ║
  2635. ║               2 -                                                            ║
  2636. ║               3 - Print Product Cost Analysis with Average Monthly Cost      ║
  2637. ║               4 - Clean Up, Pack and Reindex Product Databases               ║
  2638. ║               5 - Print Products                                             ║
  2639. ║               6 - Print Objectives with % Analysis                           ║
  2640. ║               7 - Print Product Budget, Actual and Variance                  ║
  2641. ║                                                                              ║
  2642. ║                                                                              ║
  2643. ║                                                                              ║
  2644. ║                                                                              ║
  2645. ║                                                                              ║
  2646. ║                                                                              ║
  2647. ║               Enter choice                                                   ║
  2648. ╚══════════════════════════════════════════════════════════════════════════════╝
  2649.                                                                                 
  2650.                                                                                 
  2651. Wednesday, April  4         Clipper Summer 87, NetLib                     5:25pm
  2652.  
  2653.  
  2654.  
  2655. ENTERING PAYMENTS
  2656.  
  2657. The Invoice Management feature lets you print invoices, review
  2658. outstanding invoices, and print payment reports.
  2659.  
  2660.  
  2661.      From the Billing System menu:
  2662.  
  2663.          ■   Select:             [5] Enter Payments / Outstanding Invoices 
  2664.                                                                      
  2665. ╔═══════════════════════   Acme Software Distributors   ═══════════════════════╗
  2666. ║ USER: ROBERT                                                     STATION:  3 ║
  2667. ║ v 10-23-89                    INVOICE MANAGEMENT                 MEMORY:  24 ║
  2668. ╟──────────────────────────────────────────────────────────────────────────────╢
  2669. ║                                                                              ║
  2670. ║                                                                              ║
  2671. ║               0 -  Return                                                    ║
  2672. ║               1 -  Generate or Edit an Invoice                               ║
  2673. ║               2 -  Review Outstanding Invoices                               ║
  2674. ║               3 -  Invoices Paid to date                                     ║
  2675. ║               4 -  Invoices Outstanding                                      ║
  2676. ║               5 -                                                            ║
  2677. ║               6 -  Monthly Report                                            ║
  2678. ║               7 -  YTD Invoices in Project Order                             ║
  2679. ║               8 -  YTD Invoices in Month Order                               ║
  2680. ║               9 -  Late Payments report                                      ║
  2681. ║                                                                              ║
  2682. ║                                                                              ║
  2683. ║                                                                              ║
  2684. ║               Enter choice                                                   ║
  2685. ╚══════════════════════════════════════════════════════════════════════════════╝
  2686.                                                                                 
  2687.                                                                                 
  2688. Wednesday, April  4         Clipper Summer 87, NetLib                     5:26pm
  2689.  
  2690.  
  2691.  
  2692. EMPLOYEE DATABASE
  2693.  
  2694.  
  2695. The Employee File maintains a list of all employees.
  2696.  
  2697.  
  2698.      From the Billing System menu:
  2699.  
  2700.          ■   Select:             [6] Employee Database
  2701.  
  2702. ╔═══════════════════════  EMPLOYEE FILE - CONFIDENTIAL  ═══════════════════════╗
  2703. ║                                                                              ║
  2704. ║   DONEBY     NAME                 RATE     COMM  BILL  CATEGORY     P P DEPT ║
  2705. ║   ══════════ ════════════════════ ════════ ════ ══════ ════════════ ═ ═ ════ ║
  2706. ║                                                                              ║
  2707. ║                                                                              ║
  2708. ║                                                                              ║
  2709. ║                                                                              ║
  2710. ║                                                                              ║
  2711. ║                                                                              ║
  2712. ║                                                                              ║
  2713. ║                                                                              ║
  2714. ║                                                                              ║
  2715. ║                                                                              ║
  2716. ║                                                                              ║
  2717. ║                                                                              ║
  2718. ║                                                                              ║
  2719. ║                                                                              ║
  2720. ║                                                                              ║
  2721. ║                                                                              ║
  2722. ╚══════════════════════════════════════════════════════════════════════════════╝
  2723.                                                                                 
  2724.     [Find]  [Add]  [Edit]  [Delete]  [Recall]  [List]  [/] Up/Down  [Quit]    
  2725.                                                                                 
  2726. THE STATE DATABASE
  2727.  
  2728. The State database contains the two-letter abbreviations for state
  2729. names.
  2730.  
  2731.  
  2732.      From the Billing System menu:
  2733.  
  2734.          ■   Select:             [7] State Database
  2735.  
  2736. ╔════════════════════════════════  STATE TABLE  ═══════════════════════════════╗
  2737. ║                                                                              ║
  2738. ║                          ST STATE NAME                                       ║
  2739. ║                          ══ ═════════════════════════                        ║
  2740. ║                          AK Alaska                                           ║
  2741. ║                          AL Alabama                                          ║
  2742. ║                          AR Arkansas                                         ║
  2743. ║                          AZ Arizona                                          ║
  2744. ║                          CA California                                       ║
  2745. ║                          CO Colorado                                         ║
  2746. ║                          CT Connecticut                                      ║
  2747. ║                          DC District of Columbia                             ║
  2748. ║                          DE Delaware                                         ║
  2749. ║                          FL Florida                                          ║
  2750. ║                          GA Georgia                                          ║
  2751. ║                          HI Hawaii                                           ║
  2752. ║                          IA Iowa                                             ║
  2753. ║                          ID Idaho                                            ║
  2754. ║                          IL Illinois                                         ║
  2755. ║                                                                              ║
  2756. ╚══════════════════════════════════════════════════════════════════════════════╝
  2757.                                                                                 
  2758. [Find]  [Add]  [Edit]  [Delete]  [Recall]  [List]  [Order]  [/]Up/Down  [Quit]
  2759.                                                                                 
  2760. RETURN ADDRESS LABELS
  2761.  
  2762. The final Billing System feature prints return address labels. 
  2763.  
  2764.  
  2765.      From the Billing System menu:
  2766.  
  2767.          ■   Select:             [8] Return Address Labels
  2768.  
  2769. ╔═════════════════════════════════════    ═════════════════════════════════════╗
  2770. ║ USER: USER                                                       STATION:  2 ║
  2771. ║ v 03-31-90                     BILLING SYSTEM                    MEMORY:  95 ║
  2772. ╟──────────────────────────────────────────────────────────────────────────────╢
  2773. ║                                                                              ║
  2774. ║                                                                              ║
  2775. ║               0 -  Quit and return to Main Menu                              ║
  2776. ║               1 -  Product Labels                                            ║
  2777. ║               2 -  Clients, Prospects                                        ║
  2778. ║               3 -  Project Planning                                          ║
  2779. ║               4 -  Major Projects                                            ║
  2780. ║               5 -  Bill for hours worked                                     ║
  2781. ║               6 -  Enter Payments / Outstanding Invoices                     ║
  2782. ║               7 -  Software Support                                          ║
  2783. ║               8 -  Error Tracking Database                                   ║
  2784. ║               9 -  Employee Database                                         ║
  2785. ║               A -  State Database                                            ║
  2786. ║               B -  Return Address Labels                                     ║
  2787. ║                                                                              ║
  2788. ║               Enter Choice  B                                                ║
  2789. ╚══════════════════════════════════════════════════════════════════════════════╝
  2790.                                                                                 
  2791.                                                                                 
  2792. Enter # of Labels to Print    0                                                 
  2793.  
  2794.  
  2795. At the bottom of the screen, you are prompted to specify how many
  2796. of your return address labels you want printed.  After entering the
  2797. number, you will be prompted for the print destination.
  2798. CHAPTER 10
  2799.  
  2800. UTILITY FEATURES
  2801.  
  2802.  
  2803. The Utility Menu lets you make and restore system backups and
  2804. database backups.
  2805.  
  2806.  
  2807.      From the Main Menu:
  2808.  
  2809.          ■   Select:             [9] Utility Menu
  2810.  
  2811. ╔════════════════════════  Acme Software Distributors  ════════════════════════╗
  2812. ║ USER: USER                                                       STATION: 10 ║
  2813. ║ v 03-31-90                      UTILITY MENU                     MEMORY: 168 ║
  2814. ╟──────────────────────────────────────────────────────────────────────────────╢
  2815. ║                                                                              ║
  2816. ║                                                                              ║
  2817. ║               0 -  Return to Main Menu                                       ║
  2818. ║               1 -  Backup System to Floppy (BACKUP ALL)                      ║
  2819. ║               2 -  Restore System to Floppy (RESTORE ALL)                    ║
  2820. ║               3 -  Backup Databases Only                                     ║
  2821. ║               4 -  Restore Databases Only                                    ║
  2822. ║               5 -  Format a Blank Diskette                                   ║
  2823. ║                                                                              ║
  2824. ║                                                                              ║
  2825. ║                                                                              ║
  2826. ║                                                                              ║
  2827. ║                                                                              ║
  2828. ║                                                                              ║
  2829. ║                                                                              ║
  2830. ║               Enter Choice                                                   ║
  2831. ╚══════════════════════════════════════════════════════════════════════════════╝
  2832.                                                                                 
  2833.                                                                                 
  2834. Sunday, June 17             Clipper Summer 87, NetLib                     6:28pm
  2835. Menu Options
  2836.  
  2837.      [1]     Backs up the entire system to floppy diskettes.
  2838.  
  2839.      [2]     Restores the complete backup to the hard disk.
  2840.  
  2841.      [3]     Backs up only the databases to floppy diskettes.
  2842.  
  2843.      [4]     Restores the database backup to the hard disk.
  2844.  
  2845.      [5]     Formats diskettes without leaving the program.
  2846.  
  2847. CHAPTER 11
  2848.  
  2849. CHANGING THE SYSTEM CONFIGURATION
  2850.  
  2851.  
  2852. The settings that were made during the installation of your Stamp
  2853. Auction program can be changed as needed.  For example, you can
  2854. change the heading that appears on reports.
  2855.  
  2856.  
  2857.      From the Main Menu:
  2858.  
  2859.          ■   Select:             [8] System Configuration Menu
  2860.  
  2861. ╔════════════════════════  Acme Stamp Auction Company  ════════════════════════╗
  2862. ║ USER: ROBERT                                                     STATION:  4 ║
  2863. ║ v 2.01                    SYSTEM CONFIGURATION MENU              MEMORY:  48 ║
  2864. ╟──────────────────────────────────────────────────────────────────────────────╢
  2865. ║                                                                              ║
  2866. ║                                                                              ║
  2867. ║               0 - Return to Main Menu                                        ║
  2868. ║               1 - Set up System Settings                                     ║
  2869. ║               2 - Set up Printer Table                                       ║
  2870. ║               3 - Set up Users, Authorizations and Assign Printers           ║
  2871. ║               4 - Set up Function Key Assignments                            ║
  2872. ║               5 - Pack and/or Reindex Files                                  ║
  2873. ║               6 - Change CONFIG.SYS File                                     ║
  2874. ║               7 - Change AUTOEXEC.BAT File                                   ║
  2875. ║               8 - Reset Computer after changing CONFIG.SYS/AUTOEXEC.BAT      ║
  2876. ║               9 - Update System and/or Database Files                        ║
  2877. ║                                                                              ║
  2878. ║                                                                              ║
  2879. ║                                                                              ║
  2880. ║               Enter choice                                                   ║
  2881. ╚══════════════════════════════════════════════════════════════════════════════╝
  2882.                                                                                 
  2883.                                                                                 
  2884. Wednesday, November 22      Clipper Summer 87, NetLib                     1:33pm
  2885.  
  2886.  
  2887.          ■   Select:             [1] Set up System Settings
  2888.  
  2889.  
  2890.                                                                                 
  2891. Title     Droege Computing Services, Inc                                        
  2892. Title                                                                           
  2893. Title                                                                           
  2894. Name      Thomas L. Droege                                                      
  2895. Company   Droege Computing Services, Inc                                        
  2896. Address1  3200 Croasdaile Drive, Suite 304                                      
  2897. Address2  Durham, North Carolina   27705                                        
  2898. Fed ID#   Federal Tax ID 56-147-2033                                            
  2899. Laser?    Y                         Font File 2  x:AK0120AH.HPF                 
  2900. Label Col 50                        Font File 3  x:AJ0100AH.HPF                 
  2901. Label Row 22                        Font File 4  x:AJ0120AH.HPF                 
  2902. Landscape chr(27)+"&l1O"            Font File 5  x:AJ0140AH.HPF                 
  2903. Portrait  chr(27)+"&l0O"            Font File 6  x:AJ0180AH.HPF                 
  2904. Margin            14                Font File 7  x:AI0100AH.HPF                 
  2905. Width            100                Font File 8  x:AI0120AH.HPF                 
  2906.                                     Font File 9  x:AI0140AH.HPF                 
  2907.                                     Font File 10 x:AI0180AH.HPF                 
  2908.                                                                                 
  2909.                                                                               
  2910.  
  2911.                                                                               
  2912.  
  2913.                                                                               
  2914.                                                                           
  2915. For information on changing other system settings, see Part 4,
  2916. Chapter 2, "Configuring the Program."   
  2917.  
  2918. CHAPTER 12
  2919.  
  2920. DATA DICTIONARY
  2921.  
  2922.  
  2923. The Data Dictionary contains the specifications for all of the fields
  2924. used in the Sell More Software System.  
  2925.  
  2926.      From the Main Menu:
  2927.  
  2928.          ■   Select:                    [7] Data Dictionary
  2929.  
  2930. ╔═════════════════════  ON LINE HELP AND DATA DICTIONARY  ═════════════════════╗
  2931. ║                                                                              ║
  2932. ║                                                                              ║
  2933. ║        Database Field Name Type Len Dec Field Description                    ║
  2934. ║        ════════ ══════════ ════ ═══ ═══ ══════════════════════════════       ║
  2935. ║        ACCOUNTS ACCOUNT_ID  C     4   0 Account Code                         ║
  2936. ║        ACCOUNTS BUDGET      N     9   2                                      ║
  2937. ║        ACCOUNTS CONFERENCE  L     1   0                                      ║
  2938. ║        ACCOUNTS CONTROL     C     5   0                                      ║
  2939. ║        ACCOUNTS COPE        L     1   0                                      ║
  2940. ║        ACCOUNTS CURR_BAL    N     9   2                                      ║
  2941. ║        ACCOUNTS DEBIT       C     1   0                                      ║
  2942. ║        ACCOUNTS DESCRIP     C    30   0                                      ║
  2943. ║        ACCOUNTS FUND        C     2   0                                      ║
  2944. ║        ACCOUNTS M01         N     9   2                                      ║
  2945. ║        ACCOUNTS M02         N     9   2                                      ║
  2946. ║        ACCOUNTS M03         N     9   2                                      ║
  2947. ║                                                                              ║
  2948. ║Enter the Unique Account Code                                                 ║
  2949. ║                                                                              ║
  2950. ╚══════════════════════════════════════════════════════════════════════════════╝
  2951.                                                                                 
  2952.    [Add] [Edit] [Delete] [Recall] [Get File] [Structure] [List] [Pack] [Esc]   
  2953.                                                                                 
  2954.  
  2955. The only part of the Data Dictionary that you can edit is the
  2956. Navigation Line prompts (the help messages for each field during
  2957. data entry).  See Part 4, Chapter 8, "The Data Dictionary," for
  2958. instructions.
  2959.  
  2960. Data Dictionary (7 January 1991)
  2961.  
  2962.  
  2963. Field Name Type Len Dec Description                             
  2964.  
  2965.  
  2966. **  ACCOUNTS
  2967. ACCOUNT_ID Char   4     Account Code                            
  2968. BUDGET     Num   10   2 Budget Amount                           
  2969. CONFERENCE Log    1                                             
  2970. CONTROL    Char   5     Print Control                           
  2971. COPE       Log    1                                             
  2972. CURR_BAL   Num   10   2 Current Balance                         
  2973. DEBIT      Char   1     Debit Account Enter D                   
  2974. DEPT       Char   3     Cost Accounting Department              
  2975. DESCRIP    Char  30     Description of Account                  
  2976. M01        Num   10   2 January                                 
  2977. M02        Num   10   2 February                                
  2978. M03        Num   10   2 March                                   
  2979. M04        Num   10   2 April                                   
  2980. M05        Num   10   2 May                                     
  2981. M06        Num   10   2 June                                    
  2982. M07        Num   10   2 July                                    
  2983. M08        Num   10   2 August                                  
  2984. M09        Num   10   2 September                               
  2985. M10        Num   10   2 October                                 
  2986. M11        Num   10   2 November                                
  2987. M12        Num   10   2 December                                
  2988. NEW        Char   4     New account number                      
  2989. NEXT_BUD   Num   10   2 Next budget amount                      
  2990. P01        Num   10   2 Previous                                
  2991. P02        Num   10   2                                         
  2992. P03        Num   10   2                                         
  2993. P04        Num   10   2                                         
  2994. P05        Num   10   2                                         
  2995. P06        Num   10   2                                         
  2996. P07        Num   10   2                                         
  2997. P08        Num   10   2                                         
  2998. P09        Num   10   2                                         
  2999. P10        Num   10   2                                         
  3000. P11        Num   10   2                                         
  3001. P12        Num   10   2                                         
  3002. PREV_BUD   Num   10   2 Previous Budget                         
  3003. REGISTRY   Log    1                                             
  3004.  
  3005. **  ACCTDESC
  3006. ACCOUNT_ID Char   1     Account Code                            
  3007. DESCRIP    Char  25     Description                             
  3008.  
  3009. **  CLIENTS 
  3010. ADD1       Char  30     Address 1                               
  3011. ADD2       Char  30     Address 2                               
  3012. BILL1      Char  30     Billing Address 1                       
  3013. BILL2      Char  30     Billing Address 2                       
  3014. BILL3      Char  20     City                                    
  3015. BILL4      Char   2     State                                   
  3016. BILL5      Char  10     Zip                                     
  3017. CITY       Char  20     City                                    
  3018. CLIENT     Char   8     Client Number                           
  3019. COMPANY    Char  40     Company Name                            
  3020. COUNTRY    Char  20     Country                                 
  3021. DATE       Date   8     Date of Next Contact                    
  3022. DEPART     Char  30     Department                              
  3023. DISK_TYPE  Char  10     Disk type                               
  3024. ENCLOSURE  Char  30     Enclosure                               
  3025. FNAME      Char  15     First Name                              
  3026. FPHONE     Char  13     Fax telephone number                    
  3027. HPHONE     Char  13     Home or other telephone number          
  3028. INFORMAL   Char  20     Informal name for MailMerge             
  3029. INVOICE    Log    1     Has the client been invoiced?           
  3030. LAST_EDIT  Date   8     Date of last edit                       
  3031. LNAME      Char  20     Last Name                               
  3032. MAIL       Memo  10     Memo Contents                           
  3033. MAIL_LIST  Char  47     Mailing List                            
  3034. METHOD     Char   1     Method we were contacted                
  3035. NEW_NUM    Char   8     New number for the Client               
  3036. NEXT_STEP  Char  40     Next Marketing Step                     
  3037. NOTES      Memo  10     Marketing Notes                         
  3038. OPTION1    Char   6     User defined option 1                   
  3039. OPTION2    Char   6     User defined option 2                   
  3040. OPTION3    Char   6     User defined option 3                   
  3041. PO_NUM     Char  15     Purchase order number                   
  3042. PROSPECT   Char   1     Current Prospect? [Y/N]                 
  3043. RATING     Char   2     Prospect Rating                         
  3044. SALES_REP  Char  10     Sales Representative                    
  3045. SALUTATION Char   4     Salutation                              
  3046. SECRETARY  Char  20     Secretary                               
  3047. SIZE       Num    5     Size of facility                        
  3048. SOURCE     Char  20     Contact Source                          
  3049. STATE      Char   3     State                                   
  3050. TIME       Char   4     Time of next contact                    
  3051. TITLE      Char  40     Business title                          
  3052. WEXT       Char   4     Work Extension                          
  3053. WORKDONE   Memo  10     What work has been done for             
  3054. WPHONE     Char  13     Work telephone number                   
  3055. ZIP        Char  10     Zip                                     
  3056.  
  3057. **  CONTACTS
  3058. CLIENT     Char   8     Client Number                           
  3059. CTIME      Char   8                                             
  3060. DATE       Date   8     Date                                    
  3061. DESCRIP    Char  40     Description                             
  3062. DONEBY     Char  10     Making the contact                      
  3063. PROJECT    Char   8     Project COde                            
  3064. TYPE       Char   1     Type of Contact.                        
  3065.  
  3066. **  DEPT    
  3067. CREDIT_BAL Num    9   2 Credit balance                          
  3068. DEBIT_BAL  Num    9   2 Debit Balance                           
  3069. DEPT       Char   3     Department Code                         
  3070. DESCRIP    Char  30     Department Description                  
  3071.  
  3072. **  DETAILS 
  3073. CLIENT     Char   8     Client Number                           
  3074. COMMENTS   Memo  10     Comments                                
  3075. DATEIN     Date   8     Date Project Starts                     
  3076. DESCRIP    Char  40     Description of Project                  
  3077. DONEBY     Char  10     Work is assigned to                     
  3078. EST_HOURS  Num    3     Estimated Hours                         
  3079. PRIORITY   Char   1     Number of weeks to completion           
  3080. PROGRAM    Char   4     Sub Project                             
  3081. PROJECT    Char   8     Project Code                            
  3082. STATUS     Char   1     Enter the Status Code                   
  3083. STAT_REPT  Char   1     Print Status Report [Y/N]               
  3084. SUMMARY    Memo  10     Summary Note                            
  3085.  
  3086. **  DISKETTE
  3087. COPY1      Char  54     Copyright line 1                        
  3088. COPY2      Char  54     Copyright line 2                        
  3089. COST       Num    9   2 Cost                                    
  3090. FORMAT     Char  32     Format                                  
  3091. PRINTED    Log    1     Printed?                                
  3092. PROJECT    Char   5     Product Code                            
  3093. QTY        Num    4     Starting serial number to prin          
  3094. SERIAL     Char   4     Serial Prefix                           
  3095. SUFFIX     Char   1     Suffix                                  
  3096. TITLE      Char  54     Software title                          
  3097. VERSION    Char   3     Software version                        
  3098.  
  3099. **  EMPLOYEE
  3100. ACCOUNT_ID Char   4     Chart of Account Number                 
  3101. AMOUNT     Num    9   2 Hourly Rate or Salary                   
  3102. BILLABLE   Num    6   2 Billable Rate                           
  3103. CATEGORY   Char  12     Employment Category                     
  3104. CHK_AMOUNT Num    9   2 Check Amount                            
  3105. DEPT       Char   3     Revenue Account, Press                  
  3106. DONEBY     Char  10     Work was done by                        
  3107. HOURLY     Num    8   2 Hourly Rate                             
  3108. HOURS      Num    3     Number of Hours                         
  3109. NAME       Char  20     Employee Name                           
  3110. OTHER      Num    9   2 Other Amount                            
  3111. PAY_TYPE   Char   1     Payment Type                            
  3112. PERCENT    Num    4   1 Percent Commission                      
  3113. PROGRAMER  Char   1     Programmer [Y/N]                        
  3114. RATE       Num    8   2 Rate of Pay.                            
  3115. VACATION   Num    8   2 Hours of Vacation Used                  
  3116.  
  3117. **  ERRTRACK
  3118. CLIENT     Char   8     Client Number                           
  3119. COMMENTS   Memo  10     Comments                                
  3120. DESCRIP    Char  40     Short Description of Problem            
  3121. DONEBY     Char  10     Support Done by                         
  3122. ENTERED    Date   8     Date Entered                            
  3123. ERROR      Memo  10     Error narrative                         
  3124. INVOICE    Char   1     Invoice for Support?                    
  3125. KEYWORDS   Char  25     Keywords for retrieval                  
  3126. NEXT_ACT   Char   1     Next Action                             
  3127. PROJECT    Char   8     Product Code (Press [F1]                
  3128. RESOLVED   Date   8     Date Problem resolved                   
  3129. SERIAL_NUM Char   8     Serial Number of Software               
  3130. SOLUTION   Memo  10     Solution                                
  3131. SYMPTOM    Memo  10     Symptom                                 
  3132. TIMEIN     Char   5     Time In                                 
  3133. TIMEOUT    Char   5     Time Out                                
  3134.  
  3135. **  EVENTS  
  3136. BATCH      Char   4     Batch Number                            
  3137. BILL       Log    1     Bill Work? [Y/N]                        
  3138. CLIENT     Char   8     Client Number                           
  3139. COMMISSION Num    8   2 Commission amount due sales             
  3140. COMPUTER   Log    1     Computer Time                           
  3141. DATEIN     Date   8     Date                                    
  3142. DATEOUT    Date   8     Date Done                               
  3143. DEPT       Char   3     Cost Center                             
  3144. DESCRIP    Char  40     Description of Work Done                
  3145. DONE       Log    1     Done                                    
  3146. DONEBY     Char  10     Employee's First Name                   
  3147. EXPENSES   Num    9   2                                         
  3148. HOURS      Num    7   2 Hours, if not an hourly                 
  3149. INVOICE    Log    1     Work has been invoiced                  
  3150. INV_NUM    Char   4     Invoice Number                          
  3151. NONBILL    Log    1     Enter [Y] only if the work              
  3152. OBJECTIVE  Char   1                                             
  3153. OWNER      Char  15     Owner of the Software                   
  3154. PAID       Log    1     Invoice has been paid                   
  3155. PROGRAM    Char   4     Sub Project Code                        
  3156. PROJECT    Char   8     Project Code                            
  3157. RATE       Num    7   2 Rate, if not an hourly charege          
  3158. REMINDER   Log    1                                             
  3159. ROYALTY    Num    8   2 Royalty Amount Due                      
  3160. TIMEIN     Char   5     Time                                    
  3161. TIMEOUT    Char   5                                             
  3162. TYPE       Char   5                                             
  3163.  
  3164. **  FUNCTION
  3165. DESCRIP    Char 240     "Macro"                                 
  3166. FUNCTION   Char   2     Function Number 3-40                    
  3167. FUNC_DESC  Char  10     Key ex.  [F3] or [Alt-F1]               
  3168. TITLE      Char  30     Short title for function                
  3169.  
  3170. **  HELP    
  3171. CONTEXT    Memo  10                                             
  3172. DESCRIP    Char  30                                             
  3173. FIELD_DB   Char   8                                             
  3174. FIELD_DEC  Num    3                                             
  3175. FIELD_LEN  Num    3                                             
  3176. FIELD_NAME Char  10                                             
  3177. FIELD_TXT1 Char  80                                             
  3178. FIELD_TXT2 Char  80                                             
  3179. FIELD_TYPE Char   1                                             
  3180.  
  3181. **  INVENTOR
  3182. CLIENT     Char   8     Client Number Ordered From              
  3183. DESCRIP    Char  40     Description                             
  3184. DESIRED    Num    4     Desired Qty                             
  3185. ITEM_NUM   Char  15     Item Number                             
  3186. MINIMUM    Num    4     Minimum Order                           
  3187. ORDERPRICE Num    7   2 Order Price                             
  3188. ORDER_DATE Date   8     Order Date                              
  3189. ORDER_QTY  Num    4     Order Qty                               
  3190. OUM        Char   5     Order Unit of Measure                   
  3191. PHONE      Char  13     Phone Number                            
  3192. PRICE_EACH Num    9   4 Each Price                              
  3193. SALE       Char   1     On Sale?                                
  3194. SALESREP   Char  20     Sales Rep                               
  3195. SALE_DATE  Date   8     Sale Date                               
  3196. STOCK_NUM  Char   4     Stock Number                            
  3197. UPEROUM    Num    6     Units per Order Unit of Measur          
  3198. VENDOR     Char  25     Vendor                                  
  3199.  
  3200. **  INVOICE 
  3201. ADDR_TYPE  Char   1     Address Type (C-Client Address          
  3202. AMOUNT     Num    9   2 Invoice Amount                          
  3203. AMT_PAID   Num    9   2 Amount Paid                             
  3204. AUTHORIZE  Char  10     Authorize                               
  3205. CLIENT     Char   8     Client Number                           
  3206. COMMENTS   Char   1     Put Comments on Invoice?                
  3207. CRED_NUM   Char  25     Credit Card Number                      
  3208. DATE       Date   8     Date of invoice                         
  3209. DATE_PAID  Date   8     Date Paid                               
  3210. DESCRIP    Char  40     Description of Invoice                  
  3211. EXPIRATION Char   5     Expiration Date of Credit Card          
  3212. INITIAL    Char   5     Initial Date                            
  3213. INVOICE    Char   4     Invoice Number                          
  3214. NAME       Char  30     Name                                    
  3215. NOTES      Memo  10     Comments for invoice                    
  3216. PAID       Log    1     Paid                                    
  3217. PO_NUM     Char  15     PO Number                               
  3218. PROGRAM    Char   4     Sub Product Code                        
  3219. PROJECT    Char   8     Product Code                            
  3220. SHOW_DONE  Log    1     Show who did the work on invoi          
  3221.  
  3222. **  JOURNAL 
  3223. ACCOUNT_ID Char   4     Chart of Accounts Number                
  3224. CHECK_NUM  Char   4     Check Number                            
  3225. CLEAR      Log    1     Check has Cleared                       
  3226. CREDIT_BAL Num    9   2 Credit Balance                          
  3227. DATE       Date   8     Date                                    
  3228. DEBIT      Char   1     Debit Code                              
  3229. DEBIT_BAL  Num    9   2 Debit Balance                           
  3230. DEPT       Char   3     Department Code (Cost Center)           
  3231. DESCRIP    Char  40     Journal Description                     
  3232. PROJECT    Char   8     Product Code                            
  3233. TEMP       Num    9   2 Running Total                           
  3234. TRANS      Num    4     Transaction Number                      
  3235.  
  3236. **  LEASE   
  3237. CLIENT     Char   8     Client Number                           
  3238. COMMISSION Num    8   2 Commission Amount                       
  3239. CURRENT    Num    2     Current Payment                         
  3240. DEPT       Char   3     Cost Center                             
  3241. DESCRIP    Char  35     Description for Work Done               
  3242. DONEBY     Char  10     Doneby                                  
  3243. HOURS      Num    7   2 Hours                                   
  3244. INV_DESC   Char  30     Invoice Description                     
  3245. OBJECTIVE  Char   1                                             
  3246. OWNER      Char  15     Owner                                   
  3247. PROGRAM    Char   4     Sub Product Code                        
  3248. PROJECT    Char   8     Product Code                            
  3249. RATE       Num    7   2 Rate                                    
  3250. ROYALTY    Num    8   2 Royalty Payment                         
  3251. TERM       Num    2     Length of lease                         
  3252.  
  3253. **  LEDGER  
  3254. ACCOUNT_ID Char   4     Chart of Accounts Number                
  3255. CHECK_NUM  Char   4     Check Number                            
  3256. CLEAR      Log    1     Check has cleared                       
  3257. CREDIT_BAL Num    9   2 Credit Amount                           
  3258. DATE       Date   8     Date                                    
  3259. DEBIT      Char   1     Debit Code                              
  3260. DEBIT_BAL  Num    9   2 Debit Amount                            
  3261. DEPT       Char   3     Cost Center                             
  3262. DESCRIP    Char  40     Description                             
  3263. PROJECT    Char   8     Product Code, Press [F1] for            
  3264. TEMP       Num    9   2 Running total                           
  3265. TRANS      Num    4     Transaction Number                      
  3266.  
  3267. **  OBJECTIV
  3268. ACTUAL     Num    8   2 Actual                                  
  3269. BUDGET     Num    8   2 Budget Amount                           
  3270. COMPANY    Char   4     Company Code                            
  3271. CURRENT    Char   1     Current Sub Product/Project             
  3272. DATE_DUE   Date   8     Date Due                                
  3273. DESCRIP    Char  40     Description                             
  3274. EXPENSES   Num    9   2 Expenses                                
  3275. HOURS      Num    4     Hours Budgeted                          
  3276. HOURS_1985 Num    6   1 1985 Hours                              
  3277. HOURS_1986 Num    6   1 1986 Hours                              
  3278. HOURS_1987 Num    6   1 1987 Hours                              
  3279. HOURS_1988 Num    6   1 1988 Hours                              
  3280. HOURS_1989 Num    6   1 1999 Hours                              
  3281. PERCENT    Num    3     Percent                                 
  3282. PROGRAM    Char   4     Sub Product/Project                     
  3283. PROJECT    Char   8     Product Code                            
  3284. STARTDATE  Date   8     Start Date                              
  3285. TOTAL      Num    9   2 Total                                   
  3286. TTL_1985   Num    9   2 1985 Total                              
  3287. TTL_1986   Num    9   2 1986 Total                              
  3288. TTL_1987   Num    9   2 1987 Total                              
  3289. TTL_1988   Num    9   2 1988 Total                              
  3290. TTL_1989   Num    9   2 1989 Total                              
  3291.  
  3292. **  POSTAGE 
  3293. AMOUNT     Num    6   2 Postage Amount                          
  3294. DATE       Date   8     Postage Date                            
  3295. DEPT       Char   3     Cost Center                             
  3296. DESCRIP    Char  40     Description                             
  3297. NONBILL    Log    1                                             
  3298. PROJECT    Char   8     Project Code                            
  3299.  
  3300. **  PRINTERS
  3301. DATE_CHECK Date   8                                             
  3302. DESCRIP    Char  35     Description                             
  3303. PRINTER    Char   4                                             
  3304. P_BLACK    Char  35     Black Ribbon (not used)                 
  3305. P_BLUE     Char  35     Blue Ribbon (not used)                  
  3306. P_BOLDOFF  Char  35     Bold printing off                       
  3307. P_BOLDON   Char  35     Bold printing on                        
  3308. P_CPI10    Char  35     10 characters per inch                  
  3309. P_CPI12    Char  35     12 characters per inch                  
  3310. P_CPI16    Char  35     16 characters per inch                  
  3311. P_CPI20    Char  35                                             
  3312. P_DHIGHOFF Char  35                                             
  3313. P_DHIGHON  Char  35                                             
  3314. P_DRAFT    Char  35     Draft print (not used)                  
  3315. P_EXPOFF   Char  35     Expanded print off                      
  3316. P_EXPON    Char  35     Expanded print on                       
  3317. P_ITALOFF  Char  35                                             
  3318. P_ITALON   Char  35                                             
  3319. P_LETTER   Char  35     Letter quality (not used)               
  3320. P_LINEOFF  Char  35     Underline off                           
  3321. P_LINEON   Char  35     Underline on                            
  3322. P_LINES66  Char  35     Lines per page (not used)               
  3323. P_LINES68  Char  35     Lines per page (not used)               
  3324. P_LMARGIN  Char  35     Left Margin Setting                     
  3325. P_LPI12    Char  35     12 Lines per inch                       
  3326. P_LPI6     Char  35     6 lines per inch                        
  3327. P_LPI8     Char  35     8 lines per inch                        
  3328. P_NEAR     Char  35     Near letter quality (not used)          
  3329. P_PROPOFF  Char  35                                             
  3330. P_PROPON   Char  35                                             
  3331. P_RED      Char  35     Red Printing (not used)                 
  3332. P_SHADOFF  Char  35     Shadow printing off                     
  3333. P_SHADON   Char  35     Shadow printing on                      
  3334. P_SKIPOFF  Char  35     Skip perforation off                    
  3335. P_SKIPON   Char  35     Skip perforation on                     
  3336. P_SKIPPERF Char  35     (not used)                              
  3337. P_YELLOW   Char  35     Yellow printing (not used)              
  3338.  
  3339. **  PROGRAMS
  3340. CONTACT    Char  30     Contact                                 
  3341. DEMO       Num    6                                             
  3342. DEPT       Char  20                                             
  3343. DESCRIP    Char  40                                             
  3344. DOCS_ONLY  Num    6                                             
  3345. FILES      Num    2                                             
  3346. OWNER      Char  15                                             
  3347. PRICE      Num    6                                             
  3348. PROGRAMER  Char  25                                             
  3349. PROJECT    Char   8                                             
  3350. SOURCE     Num    6                                             
  3351. SUPPORT    Num    6                                             
  3352. TIER       Char   1                                             
  3353.  
  3354. **  PROJECT 
  3355. COMPETE    Memo  10     Compete                                 
  3356. DEMO_PR    Num    6     Demonstration Price                     
  3357. DEPT       Char  20     Related department                      
  3358. DESCRIP    Char  50     Project Description.                    
  3359. FILES      Num    2     Files                                   
  3360. FY_START   Date   8     Fiscal Year Start Date                  
  3361. LEASE      Num    5     Lease Cost                              
  3362. LESS_COMM  Char   1     Subtract Commission before              
  3363. MESSAGE1   Char  50     Copyright Message                       
  3364. MESSAGE2   Char  50     Copyright Message                       
  3365. NOTES      Memo  10     Pricing Comments                        
  3366. OWNER      Char  15     Software Owner.                         
  3367. PERCENTAGE Num    4   1 Percentage Royalty                      
  3368. PRICE      Num    6     Current Price of the Software           
  3369. PROGRAMER  Char  25     Programmer                              
  3370. PROJECT    Char   8     Enter the project code                  
  3371. SOURCE     Num    6     Source Code price.                      
  3372. SUPPORT    Memo  10     Support Terms                           
  3373. SUPPORT1   Num    6     Annual Support.                         
  3374. SUPPORT2   Num    6     Source Support Cost.                    
  3375. TIER       Char   1     Tier                                    
  3376. TITLE      Char  50     Title for Label                         
  3377. TRIAL      Num    5     Trial price.                            
  3378. TYPE       Char  10     Type                                    
  3379. UPDATE     Num    6     Update Price.                           
  3380. VERSION    Char   4     Version Number                          
  3381.  
  3382. **  QUESTION
  3383. ASKED      Num    4     Number of times asked                   
  3384. CLIENT     Char   8     Client Number                           
  3385. DATE       Date   8     Date                                    
  3386. DESCRIP    Char 250     Description of Question                 
  3387. DONEBY     Char  10     Doneby                                  
  3388. KEYWORD    Char  15     Keywords                                
  3389. PROJECT    Char   8     Product Code                            
  3390. RESPONSE   Char 250     Response                                
  3391.  
  3392. **  RELEASE 
  3393. CODE       Char   3     Mailmerge Code                          
  3394. DESCRIP    Char  60     Description of Mail Merge               
  3395. PROUT      Memo  10                                             
  3396. PRTEXT     Memo  10     Text of Mail Merge Document             
  3397.  
  3398. **  SOURCES 
  3399. ITEM_NUM   Char  15     Item Number                             
  3400. MINIMUM    Num    4     Minimum Quantity                        
  3401. ORDERPRICE Num    7   2 Order Price                             
  3402. OUM        Char   5     Order Unit of Measure                   
  3403. PRICE_EACH Num    9   4 Price Each                              
  3404. SALE_DATE  Date   8     Sale Date                               
  3405. STOCK_NUM  Char   4     Stock Number                            
  3406. UPEROUM    Num    6     Units per order unit of measur          
  3407. VENDOR     Char  25     Vendor                                  
  3408.  
  3409. **  STATE   
  3410. ST_AB      Char   3     State Abbreviation                      
  3411. ST_NAME    Char  25     State Name                              
  3412.  
  3413. **  SUPPORT 
  3414. AUTOEXEC   Char  75     Contents of AutoExec.bat file           
  3415. BUFFERS    Char   2     Default buffers setting                 
  3416. CLIENT     Char   8     Client Number                           
  3417. DEVICE     Char  15     Device drivers installed                
  3418. DISKTYPE   Char  10     Disk Type                               
  3419. DOSTYPE    Char  15     Dos Type                                
  3420. DOSVERSION Char   3     Dos version                             
  3421. EMULATION  Char  25     Printer emulation                       
  3422. FILES      Char   3     File Handles                            
  3423. LST_UPDATE Date   8     Last Update Date                        
  3424. MEMORY     Char  15     Memory Configuration                    
  3425. NETWORK    Char   1     Networked ?                             
  3426. NOTES      Memo  10     Notes                                   
  3427. OTHER      Char  15     Other                                   
  3428. OVERLAYS   Char   1     Overlays?                               
  3429. PAID_UPDT  Date   8     Last Paid Update Date                   
  3430. PRINTER    Char  25     Type of printer installed               
  3431. PROJECT    Char   8     Project Code                            
  3432. PURCHASED  Date   8     Date Support Was Purchased              
  3433. SALES      Num    8   2 Original Sales                          
  3434. SALE_DATE  Date   8     Date of Sale                            
  3435. SERIAL_NUM Char   8     Serial Number                           
  3436. SUPPORT    Char   1     Purchased Support?                      
  3437. SUPP_COST  Num    8   2 Support Cost                            
  3438. SUP_EXP    Date   8     Support Expiration Date                 
  3439. SYSTEM     Char  15     System Name                             
  3440.  
  3441. **  USERS   
  3442. COLOR      Char   1     Color monitor                           
  3443. DESCRIP    Char  40     User Description                        
  3444. DEV_DESC1  Char  25     Description of Printer 1                
  3445. DEV_DESC2  Char  25     Description of Printer 2                
  3446. DEV_DESC3  Char  25     Description of Printer 3                
  3447. DEV_DESC4  Char  25     Description of Printer 4                
  3448. DEV_DESC5  Char  25     Description of Printer 5                
  3449. DEV_DESC6  Char  25     Description of Printer 6                
  3450. DEV_DESC7  Char  25     Description of Printer 7                
  3451. DEV_DFLT   Num    1     Default Device                          
  3452. DEV_PID1   Num    2     Use Printer Codes                       
  3453. DEV_PID2   Num    2     Use Printer Codes                       
  3454. DEV_PID3   Num    2     Use Printer Codes                       
  3455. DEV_PID4   Num    2     Use Printer Codes                       
  3456. DEV_PID5   Num    2     Use Printer Codes                       
  3457. DEV_PID6   Num    2     Use Printer Codes                       
  3458. DEV_PID7   Num    2     Use Printer Codes                       
  3459. LOCATION   Char  10     User login or name                      
  3460. PRINTER    Char   2     Printer number                          
  3461.  
  3462.  
  3463.   
  3464.