Getting Started Guide

Getting Started Guide - Sales Organizer!!

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Contents
Getting Started - Technical Support - Blank Files - Date Settings - Software Settings - Standard Version versus Stand-Alone Version Preferences - Companys Details - Logo - Invoice Message - Receipt Message - Sale Tax Setting (Canadian Version) - Collecting Customer Info - About Sales Organizer How to make your way within Sales Organizers files - Navigation - Buttons - Command buttons - Field color and drop-down list page 2 page 2 page 2 page 3 page 4 page 5 page 6 page 6 page 6 page 6 page 6 page 6 page 6 page 7 page 8 page 8 page 8 page 9 page 9

Getting Started Guide - Sales Organizer!!

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Sales Organizer Basics

Print this document
The following directions must be read carefully. Also, we strongly recommend to click on Help button in Sales Organizers main menu. You will find information that is not available in this document. Sales Organizer is a set of files linked together. You must keep all the files in the same folder. Print this document.

Technical Support
SYSFAK offers six months of technical support. This can be done by email or phone. The period starts after receiving the User Manual and the program. SYSFAK is not responsible for possible problems due to misuse of Sales Organizer. No explanation will be transmitted about scripts, calculations or programming. The following address should be used for technical support: [email protected] First of all, contact us to describe the nature of the communication (updates, upgrades, problems using the software or others). We will schedule an appointment and then access your machine through Team Viewer.

Blank Files
The program that you purchased is a full version. However, you will notice blank records all over the files. Do not delete them. They will be cleared by the application when adding new records. Here are the starting codes used by the software. - Staff Code: ST-001 - Supplier Code: SU-001 - Email Code: EM-000001 - Invoice Code: IN-000001 - Customer Code: CU-000001 - Purchase Order Code: PO-000001 - Product Returned Code: PR-000001 - Inventory Entry Code: IE-000001

Getting Started Guide - Sales Organizer!!

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Setting up the date format

New OS come with a date format different of the older OS. The new date format looks like this: yyyy-mm-dd (2002/03/31). You will have to change that format for this one: mm-dd-yyyy (03/31/2005) Macintosh OS X: 1) Click System Preferences on the dock 2) Click International 3) Click Date. Select US in the pop-list. 4) Click the red button to close the window Windows XP: 1) Click on Start Menu 2) Select Settings 3) Select Control Panel 4) Double-click on Regional and Language opt. 5) Click on Customize 6) Click on Date 7) Select MM/dd/yyyy in Short date format 8) Click on Apply 9) Click on OK

Getting Started Guide - Sales Organizer!!

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Setting up the software

After launching your software, you will be asked to enter your user account and your password if you submitted one. Click on OK when you are done. 1st Step - Installing a cash-drawer (not mandatory). Should you use this hardware, please plug it to the thermal printer through the USB port. The cash-drawer will open up when you click the Receipt Printer icon in the Invoicing file. 2nd Step - Entering your company details. - Enter your name, your company name and the registration number. Click on Save Information. This operation can be done once. 3rd Step - In the main menu, - Click on Preferences and enter data concerning your company. 4th Step - Entering the line items. - Click on Inventory Entry. - Click on New and enter products on hand.
Make sure to read carefully the User Manual before entering any items. If you use a scanner, when the cursor flashes in the Product Code field, scan the bar code. Redo the same operation in the Invoicing file when selling an item.

5th Step - In the Invoicing file, - Click on New to create a blank invoice. It is time to enter information about cities, provinces or states and salespersons. These fields use a pop-list that can be customized. - Scroll down the cursor and select Edit. - Enter the information and click OK. 6th Step - In the main menu, - Click on Supplier. - Enter relevant information for each of your supplier. 7th Step - Using a receipt printer and an Inkjet Printer. In order to user both printers, make sure to install the Inkjet Printers driver first and the Receipt Printers driver next. This will enable the user to print sale reports located in the Statistics file. 8th Step - In the main menu, - Click on Staff. - Enter the staff details. This information will be used through the software. Here you are ready to start to work with Sales Organizer.

Getting Started Guide - Sales Organizer!!

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Standard or Stand-Alone version

Standard Version
This version enables the user to use the software over a network. This means that one copy of FileMaker Pro is installed on each computer. When purchasing the software, inform us that you intend to use the software over a network. We will set up the software to operate properly over a network. If you require more than four computers to operate the software, we recommend you to use FileMaker Server. This tool will speed up the operations.

Stand-Alone Version
This version is aimed at those who do not own FileMaker Pro. It works the same way the Standard version does. The main advantage is that the user does not have to buy FileMaker Pro in order to use the program. However, all modifications and maintenance must be performed by SYSFAK.

Getting Started Guide - Sales Organizer!!

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Preferences
Store Information
In the main menu, click on Preferences. The user will enter the stores data and the current sale tax in your country. The sale tax is showed in percentage. To enter a sale tax properly, enter 0.07 on the keyboard in the Sale Tax field (HST, GST & PST for Canadian customers). Press the TAB key to see 7%.

Logo
About your stores logo, the user can scan and copy it with an image editing software. When it is copied (in memory within your computer), click on the Logo field and use the function Paste in the tool bar Edit.

Invoice Message
Enter a message in this field. This message will be printed at the bottom of the invoice.

Receipt Message
Enter a message in this field. This message will be printed at the bottom of the receipt.

Sale Tax Setting (Canadian Version Only)

Check the option that applies to your situation.

Collecting Customer Info

Check On to collect customer info. The second option enables you to bill customer faster. No need to fill in fields related to the customer under Invoicing.

Getting Started Guide - Sales Organizer!!

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About Sales Organizer

In this section of the Preferences, you will notice our company information.
2602 Mgr Pelchat Rouyn Noranda, Qc Canada J9X 6M7

Click this object to contact us by email.

[email protected]

Click our logo to visit the softwares page on the web. It is an easy way to know if a new version is available.

Getting Started Guide - Sales Organizer!!

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How to make your way within Sales Organizers files

Navigation
Sales Organizer is a simple and efficient tool. The user can easily go from file A to file B by clicking on buttons. When a file is on screen, use the TAB key to move from one field to another. You do not have to press the Enter or Return key to validate an entry.

Buttons
Sales Organizer comes with several buttons. The user clicks on them to move from one file to another. Here are some examples of buttons.

This button opens the Invoicing file. The user will find this type of button in Sales Organizers main menu. The Menu button brings you back to the main menu. The Sales button opens the Sales page. The Debit and Credit buttons allow you to see the different pages of the Cash Reconciliation file. The Invoicing button brings the user back to the Invoicing file. This is a short-cut.

Return or Enter key = validate check boxes in the Transaction and Tax fields.

TAB key = move from one field to another.

Getting Started Guide - Sales Organizer!!

Arrow keys = move up and down in the Transaction and Tax fields. ! ! ! ! ! !
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These buttons are used to move from one record to another one.

The left arrow button with a vertical line moves you back to the first record. The second button moves you back to the previous record. The third button moves you forward to the next record. The right arrow button with a vertical line moves you forward to the last record.

Command Buttons
Sales Organizer is a solution that makes mathematical operations. When the user presses a button, he/she activates a string of mathematical operations that will produce a final result. Here are some examples: This button is used to search a key word within one of the fields. This button is used to bring all the records back onto the screen. This button produces a monthly sales report starting by the most recent year with the first month of the year.

Field color and drop-down list

You will notice that fields come in two colors. White fields enable the user to enter information. Charcoal fields display information that is not modifiable.

Click on the down arrow to open a drop-down list such as customers and product codes.

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