Business Assistant/Business Assistant.iso/acctg/gp25/gp.doc

Text File | 1991-04-05 | 62KB | 1,313 lines

                 GENERAL INVOICE SALES TRACKER - PLUS

                        " G I S T - P L U S "















                Program Author:   Robert F. Keber Jr.



                          Distributed By:

                     The TypeRight Corporation
                COPYRIGHT (C) - All Rights Reserved


                        336 SWAIN BOULEVARD
                      LAKE WORTH, FL 33463-3342
                           [phone]
                            WHAT IS "GP" ?

"GP" (GIST PLUS) is a "Customer Billing" program.

It is designed for firms who have a need to produce and print Invoices
which contain "Descriptions" about service (or anything else),  "Names
and Numbers" for parts or products, "Instructions", "Expiration Dates"
or  just  about anything else, in addition to all  the  all  important
"Numbers" which say "How Much".

GP's purpose is to allow all of this (and much more), but WITHOUT  the
need  to  hire  or  train a computer operator  who  is  proficient  in
Accounting skills. "GP" has been kept simple enough for a novice.

"GP" is NOT an accounting program, but it is a "GROSS INCOME" program.
It  provides all of the "Income" information that most Accountants  or
Bookkeepers  require from a small business. In most cases,  they  will
only need some "GP" Printouts, and the Bank Statements and Check Stubs
to maintain a firm's books.

But, in addition to organizing and preparing your Income Data for your
Accountant,  "GP" will provide "You" (as a Manager) with a great  deal
of other very useful business information. It will also  automatically
handle  routine monthly chores (such as Customer  Statements)  without
most  of  the usual mistakes, "Short-Cuts" and oversights  that  occur
when these same tasks are done by an employee with a typewriter.

The following are just "some" of the features offered by "GP":

Customers:
  - Shows "Last Sale Date" & "Total Amount Spent" for every customer.
  - Prints a Customer Telephone Directory (2 phones with extension #s).
  - Prints Two Customer Address Directories (Long & Short Versions).
  - Prints Customer Mailing Labels (by Name/City/State/Zip/Area/Etc.).
  - Large "Comment Field" for every customer (Special Terms, Etc.).
  - Prints a Customer Statement or Customer Invoice for any account.
  - Data fields are designed to allow INTERNATIONAL address entries.

Invoices:
  - Use "Hand Written" invoices or let "GP" Produce & Print your Invoices.
  - Allows Custom Listings of Descriptions, Part#'s and Work Performed.
  - Sales Tax can be configured to comply with most Laws & Regulations.
  - Can Print Multiple copies of Invoices (Customer & File Copies).
  - Generates New Invoice Numbers & New Customer Numbers automatically.
  - Prints Accounts Receivable Statements with matching Mailing Labels.
  - Prints a list of Invoices for any "Time Period/Customer/Employee".
  - Prints a list of invoices with totals for Accounts Receivable.
  - Provides 12 "ReNameable" Sales Categories plus Sales Tax.
  - Provides 10 "ReNameable" Sets of "Terms & Conditions".
  - Double checks "Calculations" on hand-written employee invoices.
  - Allows a Six Line "Heading" for your Name, Address & Telephone.
  - Allows a Six Line Invoice Footer for "Thank You" messages, etc..
  - Extensive use of "Pop Up Windows" for easy use & simplicity.

Income:
  - Prints/Displays Accounts Receivable List & Customer Statements.
  - Prints Gross Income "Breakdown" for any time period.
  - Prints "Income Totals" from any Employee or Customer.
General:
  - Holds about 725,000 Customer Records & 725,000 Invoice Records.
  - Data files never routinely NEED "Sorting or Purging".
  - Word Processing style commands for the majority of field entries.
  - Use "NAMES or NUMBERS" for retrieving records.
  - Find "Strong & Weak" categories of employee's performance.
  - Find "Strong & Weak" categories of Product & Service performance.
  - Unique "BROWSE" mode for viewing Customer & Invoice records.
  - Shows System "DATE & TIME" on "Main Menu".

System Requirements:
  - Computer - PC/XT/AT or Close Compatible
  - DOS or MS/DOS Version 3.0 or higher
  - Ram Memory - 512k minimum
  - Hard Drive Recommended
  - Monitor - Mono or Color 80 column
  - Printer - 80 Column - Dot Matrix - IBM or Epson compatible.
  - CONFIG.SYS FILE Set To: "FILES = 25" (Very Important!)

            DIFFERENCES - "GIST-ORIGINAL" vs. "GIST-PLUS"

Some  time ago we released the "original" version of GIST. Over  time,
that version has come to be referred to as "GIST-ORIGINAL".

As it was originally  written, the first version was only designed for
"Keeping   Track"  of "Hand Written" or "Typed"  PAPER  Invoices.  The
program itself, did NOT print or produce any kind of Invoice at all.

"GIST-ORIGINAL" was well received. It created more excitement than any
other software product we have yet produced. But one of the most often
suggested improvements from Users was that the program should be  able
to print "some" kind of Invoices on it's own.

Many  "Rapid Fire" revisions of "GIST-ORIGINAL" were produced,  as  we
added  many improvements to the rapidly evolving program.  Eventually,
we  DID add the ability to "GIST-ORIGINAL" to produce and  print  it's
own Invoices.

But  in  order  to keep GIST compatible  with  earlier  versions,  the
information on those Invoices was (of necessity) somewhat limited when
it  came  to  "Verbal Descriptions". To make GIST  produce  and  store
Invoices  containing the kind of "Descriptive" information  that  some
Users wanted, would mean writing an entirely new program, incompatible
with the original.

And  so  "GIST-PLUS" ("GP") was born. It's purpose is NOT  to  replace
"GIST-ORIGINAL",  but  to  provide an  alternative  solution  for  the
different  needs  of  Users.  While very  similar  in  appearance  and
operation  (especially  at first glance), the two  programs  are  very
different from one another, and each has it's own unique advantages.

"GIST-ORIGINAL"  is still meant to be used in situations  where  paper
invoices are produced by employees during "out of office" sales  (such
as in a service company).

Entering the information from those invoices is easy and FAST, as only
"Numbers"  are entered, and not descriptions. The Data files are  very
compact  (numbers  take up less room than text in  a  file),  allowing
better use of smaller disk drives, and easier "Backup" ability.
The paper invoices already list all of the "specifics" about each  and
every  sale. So there's no need to have the same (redundant)  Data  in
the  computer  too  (Saves  Time  &  Space).  On  top  of  that,  most
Accountants are only interested in the "Money Numbers", and could care
less about the Parts, Labor & Merchandise Descriptions.

"GP"  on the other hand, is meant to be used in situations  where  the
majority of Invoices are produced "in the office", and "Hand  Written"
invoices are rarely used (Mail Order, Real Estate, Retail Store, etc.).

"GP" allows the User to store all of the "Money Numbers", PLUS (Catchy
Term...)  all  the  Part Names, Part  Numbers,  Special  Instructions,
Expiration  Dates, Notes, Special Terms, Work Performed, Make,  Model,
Serial#, and just about anything you might "write" on an Invoice.

All  of that Data WILL appear on the printed Invoices and IS saved  in
the Data file. This makes for MUCH larger Data files, but with a  Hard
Drive,  that's not much of a problem. It takes a little more  time  to
enter  each Invoice into the computer.., but time is saved "Later"  by
having  ALL  of the Invoice Information instantly available,  and  NOT
having to sift through a filing cabinet trying to find what you need.

Which is best? ....depends on your needs. BOTH versions are kept  "Up-
To-Date"  as much as possible. When a new improvement is made  on  one
version, (if possible) it is also made on the "other" version.

If you wish to compare both versions of GIST, and are unable to obtain
a Shareware copy of "GIST-ORIGINAL" from yo