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1991-06-05
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THE COMPLETE SALES AUTOMATION SYSTEM
USER'S MANUAL
Copyright 1988, 1989, 1990, 1991
SOFTWARE INNOVATIONS
18631 North 19th Avenue
Suite #128-240
Phoenix, Arizona 85027
(602) 780-1956 Voice / Message / FAX
********************************************************************
WHAT IS THE COMPLETE SALES AUTOMATION SYSTEM?
********************************************************************
The Complete Sales Automation System (referred to in this
documentation as SAS), is a computer software program beneficial to
salespeople and business owners who need to maintain several
different "sales related" database files. Specifically, SAS will
allow you to maintain a client database, a product inventory
database and a vendor database. It also has the ability to "merge
your data files together" in a relational format to prepare sales
quotations and invoices and store them in a database file as well.
Storing quotations and invoices in database files enable you to
utilize efficient search, update and report methods for lead
tracking, follow up and summary reports.
There are numerous reports available in SAS which allow you to print
quotations, invoices, client lists, vendor lists, mailing labels,
product inventory lists, product price lists, outstanding (unsold)
quotations, sales tax reports, and month end sales summaries.
System Hardware Requirements
* SAS will operate on any IBM PC, XT, AT-286, AT-386 or 100%
compatible computer system with 640K of RAM and a hard disk drive.
* SAS is also compatible on many NETWORK systems. Those proven to be
successful include Novell, 3COM, IBM Token Ring, Banyan,
LANtastic, and PC/MOS. (On LANtastic, make SAS.EXE READ-ONLY)
* A color monitor is also preferred but is not a requirement.
********************************************************************
SAS INSTALLATION
********************************************************************
The SAS50.EXE file contains all of the required program files. The
files are supplied in a archived (compressed) format, and will self-
extract when you execute this file. The installation procedure for
SAS is fully explained when you run the SAS installation program and
should be followed as it is outlined there. You will need
approximately 800K of free disk space for these files.
Modifications Required to the CONFIG.SYS file
During the operation of SAS, many of the data files, key index files
and some of the temporary files created during program operation
will remain open to speed up the programs operation. For this
reason, the line FILES=35 must appear in the CONFIG.SYS file that
resides in the root directory of your boot disk (in most cases this
will be your hard disk). If your system does not have this command
present, a "TOO MANY FILES" error will occur when attempting to
start SAS. Consult your DOS manual for instructions on creating,
editing or adding commands to this file.
SAS and TSR's
Terminate and Stay Resident programs (like PC Tools, Sidekick, etc.)
may occupy more RAM than SAS can afford to give up. If you attempt
to run SAS and get an "OUT OF MEMORY" error, check to see if you
have loaded any TSR programs that you can remove from RAM.
Using SAS with WINDOWS or DESQVIEW
The SAS program is "WINDOWS" & "DESQVIEW AWARE" and will function
normally in a window smaller than the normal 80X25 full screen.
********************************************************************
Before You Begin...
********************************************************************
Before you begin the tutorial, take a moment to become familiar with
some of the keyboard standards that are used throughout SAS.
These keys are also defined in each help screen, but familiarizing
yourself with them now will help you get a faster start.
[F1] Will display a CONTEXT SENSITIVE Help Screen from
anywhere in the program.
[ENTER] Will accept data entry and/or move the cursor to
the next field.
[CTRL-ENTER] Will allow you to save information in a partially
filled data entry screen without pressing the
[ENTER] key to step through each field.
[ESC] Will always take you BACKWARDS one screen, to the
screen previously displayed.
[CTRL-ESC] Exits from any data entry form procedure WITHOUT
saving any of the edited information on that form.
The [UP] and [DOWN] arrow keys are used to move the cursor from
field to field.
Note: A screen blanker will activate if 10 minutes pass without a
keystroke. Pressing any key will restore the screen. This time can
be adjusted by starting SAS with the command line SAS V=X where X is
a number from 1 to 60 for the amount of minutes to wait before
blanking the screen. To disable the screen blanker completely,
start SAS with the command line SAS V=0.
********************************************************************
PRINTING
********************************************************************
You have a great deal of flexibility when printing reports from SAS.
Whenever you issue a print command, you are given the option of
printing to the screen (for previewing), to a disk file (for data
transfer, i.e FAX cards), or to printer ports LPT1:, LPT2:, LPT3:,
or LPT4:. You may also assign the number of copies to print. The
entire print process is consistent and menu driven for each report.
IMPORTANT! Some versions of the DOS command FASTOPEN are not
compatible with the SAS print routines. To test your version, try
to print a report to a disk file and then to the screen. If an
ILLEGAL DOS HANDLE error occurs, remove FASTOPEN from your
AUTOEXEC.BAT file.
********************************************************************
THE TUTORIAL
********************************************************************
Software programs today are much criticized for their "unfriendly"
documentation. However, the SAS documentation is VERY FRIENDLY. It
has been written to expose you to ALL the features of SAS, through a
compact "tutorial" that is easily completed in a short time. You
will find SAS so easy to learn and use that you may feel the
tutorial is unnecessary; so please do not rush through or skip it,
as you might miss out on a feature or function that is vital to your
intended use.
SAS will best be learned by using it. In order for you to begin
using the program right away, some sample data has been included for
you to experiment with. This sample data is based on the product
line of an average retail computer store that carries a complete
line of PC related products. You will be able to see how SAS would
be used by a computer salesperson on a day to day basis to automate
his workload.
Note: The sample data provided is of a totally fictitious nature.
Any resemblance to actual individuals, company names, or product
part numbers is purely coincidental.
The tutorial will NOT give direct references or instructions to any
of the data in your sample files, but will give you a feature by
feature tour through the SAS program. You are free to work with the
sample data in any manner (add, delete, or modify records) as you
experiment with the program.
When you have finished the tutorial, you should execute the
DELTUT.BAT batch file to delete the sample files. SAS will then
automatically create new, empty