Retail Escort v4.1


DEMO USER MANUAL


(c) 1991-97 Mr. Hardware Computers


Need to call us?  That number is 516-234-8110.
Our business hours are 2:00 PM to 8:00 PM EST.


Buttons & Gadgets

Retail Escort will show you a menu when you have requested a selection of
items.  If there were more items than could show in the window, you would
use the requester VCR panel to move up or down in the list.  Retail Escort
is actually a program running within a program.  The buttons and gadgets
you see framing the work screens are parts of the hidden program running
beneath Retail Escort.  Some of these gadgets are for your use, others are
used by the hidden program.  None of them will harm your data or Retail
Escort.  The header, the top row along the Form, will tell you which Form
you are in.  When you choose a new Form, the header bar will show "Setting
Up New Form..." until the Form is completed on the screen, then you will
see the header appear with the name of the Form.  You cannot click on any
part of the Form until its name appears in the header.  You can use Left
Amiga N and M to flip back and forth from Retail Escort to your Workbench
or CLI screen, since Retail Escort multitasks.

The button in the top left corner will close down Retail Escort and the
window it is running in.  DO NOT use this button.  Retail Escort may need
to tidy up before closing.  Using the Retail Escort buttons to first go to
the Main Menu, and then to quit using the Quit button, will make sure all
your data is safely stored away.


VCR BUTTONS

At the bottom of the screen are the VCR buttons, so called because their
actions are similar to the buttons on a Video Cassette Recorder.  You can
use the middle group of buttons to browse through your data according to
the index that data is set on.  Retail Escort uses the buttons on the right
side to handle the data in special ways.

You can use the Pause button to pause reports as they scroll down the
screen.  Sometimes Retail Escort will use it, and you will see it active.
You can also use the space bar to toggle the Pause button on and off.  If
Retail Escort seems to be "stuck" check the pause button.

You can use the Stop button to stop the action, (such as the Fast Forward
or Rewind buttons,) of the VCR buttons.  If you press it during a
subroutine, Retail Escort will remind you that it cannot stop now.  If you
are looking at a Report, this button will stop the Report and return you to
the Form.

The Select First Record button will instantly go to the beginning of your
data.  Clicking on it when there is no data in the Form will have no
effect.

Pressing the Rewind button will cause Retail Escort to show you the data as it
rewinds from where you are now toward the beginning.  You can stop its
action by using the Stop button.


The Select Previous button rewinds one record at a time, letting you select
the previous name or date.

The Selection button stops the action of the Rewind or Fast Forward
Buttons, and it can also take you to the different pages in the Forms.

If you use the Selection button you might move to a part of the page that
is not used, or it might not be set up properly.  You could become confused
by it.  It is better to use the Stop button, above, to stop your VCR
actions.


The Select Next button moves forward one record at a time, letting you
select the next name or date.

The Fast Forward button lets you go forward in the data, by showing you all
the records as it goes.  You can stop its action by using the Stop button.

The Select Last Record button instantly goes to the last entry in the
database.


BUTTONS YOU DO NOT USE




The button with the question mark is used invisibly by Retail Escort to
find a specific record you have requested.

The button with the equals sign on it is used by Retail Escort to filter
out extraneous records.  If you click it off, the Form will have its
parameters changed and might not work the way you expect.

The button with the camera on it is not used by Retail Escort, and clicking
on it will have no effect.


LOOKING AT THE PAYMENT TYPES



This tutorial will teach VCR panel skills.

First go to the Maintenance Form, and click on the button marked Company
Data & Taxes/Discounts/Payment Methods.  The payment methods are at the
bottom of the screen.

The payment methods are in alphabetical order.

The first one showing is American Express, because it is the first one in
alphabetical order.

Now click on the Select Last Record button.

You see that the payment method now showing is Visa.

Now click on the Select Previous button.

The payment method showing is Optima, which is the next to last record.

Now click on the Select Next button.

We are back to Visa again.  If you click on the Select Next button again,
you will get a message telling you End of file.  This lets you know you are
on the last record.

Now click on the Rewind button.

You are seeing all the records as the VCR panel moves you back to the
beginning.  When you reach the first record again, you will see the End of
file message.  This message tells you when you have reached either end of
the file.

Now click on the Fast Forward button.

You are seeing all the records as the VCR panel moves you forward to the
beginning.  While it is running...

Now click on the Pause button.

You see the button lights and the action stops.  Now restart it with the
space bar.

Now click on the Stop button.

The action stops and no lights are lit.

END OF TUTORIAL

Entering & Saving Data

Entering data, whether in a requester or on the screen, is made easier by
not worrying about the cases of letters.  All such entries, (except the
company information you enter in the Maintenance Form) are automatically
capitalized.  Clicking in an editable field will make the field change
color.  The cursor will appear at the far left of the field.  If you make a
mistake while entering, you can use the cursor, delete (Del), and backspace
(<-) keys to correct the error.  You can use Ctrl-X to clear any field
entirely.  If you edit a field and change your mind, you can use Ctrl-C to
restore the field to its original state.

Enter dates in several ways:  040191 4-1-91 4/1/91 4-1/91 You cannot use
letters, and you must use the leading zero instead of single digits if you
are not using some kind of marker between date numbers.

Enter time with the time and the am/pm designation, such as:  3 pm (hours
only, not 345 pm) 3:00 pm 3:45 pm However, if you are editing an existing
time, you can edit the information that is showing.  For instance, if you
were editing a field that read 3:00 PM, you could change the P in PM to an
A, and the 3 to a 1, and when you hit Return the time would read 1:00 AM.
Times can also be entered in 24 hour, or military format, where you express
PM times by adding 12 to the time.  Thus, an entry of 3 would appear in the
forms as 3:00 am.  If you meant 3:00 pm, you can enter 15 or 1500 or 15:00.


Some Forms have SAVE buttons prominently displayed, some have hidden save
buttons, while others will automatically save.


If you click on the field to enter or edit data, then you should always be
alert to the way your changes are saved.  If Retail Escort asks you for
information in a requester, or changes information on the screen after you
have entered the information, then the information is automatically saved.
When you see text displayed on the background color without a contrasting
area of color around it, then this is information you cannot change in this
Form.  It is displayed for your convenience, but either Retail Escort
controls this information, or you control it in another Form.  You can tell
that Retail Escort is working by the screen pointer becoming a wristwatch
and the VCR panel becoming ghosted.

  Forms Summary


CHECKS FORM

Print checks from unlimited accounts, print out reports of transactions,
and pay purchase orders in many combinations.

INVOICE FORM

This form is for creating invoices and also entering new customers.  You
can also pay off an invoice or page through unpaid invoices.

LABEL FORM

You can choose any customer or supplier, or groups by name, state or zip,
to add to a list for printing mailing labels.  You can also enter a label
from scratch for a person not in the database.

MAINTENANCE FORM

This Form lets you enter information about your company such as the name
and address, the tax rate, the type of printer you use, and the number of
copies you wish printed out when you print invoices.  You can also set up
the internal passwords so subordinates have controlled access to the
different Forms, specify the different kinds of shipping, enter your
inventory options, and set up your inventory types with individual markup
and rounding information.  You can create text and simple designs to
customize your printed invoice.

NOTES FORM

Not ready yet.  Suggestions welcome.

ORDERS FORM

Enter a purchase order number for viewing or look up purchase orders by
supplier or order status.

PAYABLE FORM

Summarizes your account with suppliers, such as applying money from the
account, credits and debits.  You can view purchase orders and page through
all the purchase orders in date order.

RECEIVABLE FORM

Here is where you handle the more complicated parts of the customer's
account, such as applying money from the account, credits and debits.  You
can see any unpaid invoices and page through all the customer's invoices in
date order.

QUOTE FORM

Create price quotes with the same flexibility as the Invoice Form.  You can
convert these price quotes into invoices.

REPORT FORM

A variety of reports to track your profits, costs, suppliers and more.

STOCK FORM

Enter inventory items and adjust cost and prices.  Enter suppliers and link
them with the inventory items for easy ordering.  This form also shows the
amount in stock and how many have been ordered.

TRACK FORM

This form displays all inventory items that have been ordered but not yet
arrived.  You can edit quantity, shipping, or arrival information.

GETTING STARTED

The opening screen is the Retail Escort startup screen.  Click the mouse on
the screen or hit any key (except the space bar) to begin.

The space bar is used to pause and unpause reports that are sent to the
screen.  If pressed, it will also pause all Retail Escort activity.  If
Retail Escort seems to be frozen, hit the space bar to see if you have
inadvertently paused it.

As soon as Retail Escort detects your activity, it will present you with a
requester for you to enter your password.  This requester shows the time
and date for you to check the system clock.  Type in the password RETAIL.

It is important to make sure the system clock is set properly, both for
backup purposes and because Retail Escort uses this information for vital
operations like tax reports and aging.

If you entered the password correctly, click on OK or use the Return key
from the keyboard to tell Retail Escort to accept the information.  If you
made a mistake, you can clear the information box by clicking on the Clear
button on the requester.  You can now enter the information again.  If you
don't want to enter a password, click on the Clear button on the requester.
Of course, without a password you cannot gain access to Retail Escort.  You
have three chances to enter the proper password.

In any password requester you will not see the information you are typing
in, so you can use it in front of people who should not know the password.
All other requesters will display the information as you type.

Now we see a requester that asks:

Welcome to Retail Escort!  Ready to Set Up Your Preferences?
If You're Not, Please Read 'Getting Started' in the Manual.

These Preferences refer to the Retail Escort Preferences.  The
Initialization procedure will take you through setting up Retail Escort
step by step.  If you aren't ready yet, click on No, and Retail Escort will
quit.  If you click on Yes, the screen will say:

One Moment...Initializing Retail Escort...

Then the screen will show you the Main Menu of the Maintenance Form.  All
the information you will be asked for is stored in the Maintenance Form.
Any changes can be made in the Maintenance Form after the Initialization
process is completed.  Then you will see the Company Data & Taxes section
of the Maintenance Form.  You will notice there are gray bars above the
requester that are labeled with the company information that is to go
inside the fields.  The requester says:

Now Enter Your Company Information.

When you click on OK, (or hit Return,) you will notice the gray bar next to
the words Company Name at the top of the form now has a space inside of it
that is showing through to the background color.

Type your company name into the empty box, using capitals and small
letters.  When you hit Return, you will go on to the next box, labeled
Address.  These gray boxes are editable fields.  After the intialization
you can click on these fields and the box will open up for you to edit or
change the company information.

When you click on an editable field, the cursor will appear at the far left
of the field.  If you make a mistake while entering, or wish to change the
information in the field, you can use the cursor, delete, and backspace
keys.

If you make a mistake and then hit Return, you can use the mouse to click
in the field where you made the mistake and then correct it.  When you have
entered the telephone number for your company and hit Return, Retail Escort
will automatically save this information.  If you were to click on the
company information to make changes after the initialization, you would
need to save your changes by clicking on the button labeled SAVE in the
upper left corner.

Retail Escort now shows you this requester:

Default Salesperson Initials:
CANCEL for Salespeople ID's.

If you choose to have Default Salesperson Initials then the initials you
enter will appear in a requester when you are creating a new invoice.  If
one person does most of the sales, you can have their initials appear in
the requester automatically, to be accepted or edited.  If you have several
salespeople, click on Cancel to let Retail Escort know you want to use a
menu of salespeople.  These can be entered on another part of the
Maintenance Form.  The field which holds this information is right below
the requester.  The field that holds the default Purchase Order designation
can be edited after the initialization to hold the default Purchase Order
of your choice.  Just like the salesperson initials, you will have the
opportunity to edit or accept this default when creating a new invoice.

The next requester asks about payment methods:

Do You Want to Choose From a List of Payment Methods?
Select NO For All Payments to be Marked PAYMENT.

The section below this requester displays the buttons and entries in the
Payment Methods.  American Express is the first method alphabetically, and
so is the one displayed when you come into this section of the Maintenance
Form.  The field beneath the word Ask is now blank, but when you answer the
requester it will appear with either a Y or an N, depending on your answer
to the requester.  If you answer Yes, then when you make a payment to an
invoice or account the list of payment methods will be available for you to
choose from in designating the type of payment.  If you answer No all
payments will then be marked PAYMENT.  When you have answered the requester
you will see the Y or N appear under the word Ask.

CAUTION!  Once This Number is Entered, It Can't Be Changed.
OK to Accept, or Edit to Start at a Different Invoice Number:

CAUTION!  Once This Number is Entered, It Can't Be Changed.
OK to Accept, or Edit to Start at a Different Purchase Order Number:

We are suggesting a starting invoice and purchase order number of 1000, but
you may edit the number in the information box to correspond to your own
sequence of numbers.  The number you enter will be the first invoice or
purchase order number created by Retail Escort.  When you have the number
in the information box showing correctly, click on OK.

While the information you are entering during the initialization can be
changed later, beginning invoice and purchase order numbers cannot be
changed, so make sure you have entered the proper numbers before clicking
on OK.

YES to Have Automatic Purchase Order Closing,
NO to Close All Purchase Orders Manually.

If you want to have purchase orders closed for you at the beginning of the
new business day, answer Yes.  The initialization will now take you to
another part of the Maintenance Form, the Printer & Label Setup section.
The first requester asks you which printer you will be using for labels.

YES to Use a Laser Printer, NO to Use a Dot Matrix.

Laser printers print labels in sheets, while dot matrix printers print
labels in a continuous strip.  When you have indicated the type of printer
you are using, it will appear at the top of the section, under the label
Setup For.  You can use the Switch Printer button to change the printer in
future.  The next requester:

Default Number of Invoice Copies?

will place the number you indicate in the printer requester when you print
invoices.  You can change this number at any time by clicking in the field
next to the label # of Copies of Invoice.  Now the initialization moves you
to the Shipping Methods/Forms & Passwords section of the Maintenance Form.
The next requesters will ask for new passwords so others will not have
access to your data.

DEMO is always the Retail Escort password.

TWO is Now the Middle Level Password.  Enter the New Password.

This password gives access to Level Two and lower Forms.  As you click on
OK you will see the new password appear in the field labeled Password Level
Two>.

ONE is Now the Lowest Level Password.  Enter the New Password.

This password gives access to Level One Forms only.  As you click on OK you
will see the new password appear in the field labeled Password Level One>.
Beneath the passwords are buttons, one for each Form.  After the
initialization you can click on these buttons and change their level
settings to control access to each Form.  When you have had a chance to
change all the passwords, you will return to the Company Data & Taxes
section of the Maintenance Form.


Once you have chosen a country, you cannot change it.  Make sure you have
clicked on the correct country you are doing business in.


Choose Your Country:.

Now you will see a menu of options to choose from.  In this case you must
choose from the countries United Kingdom, United States or Canada.  Click
on your country's name and you will see it appear in the information box of
the requester.  Now click on OK.

If you chose the United States...  You can choose from Single (State) Tax
or a Dual Tax system, which charges City & State tax.

The next requester will ask you for the tax rate for the taxes you will be
charging:

Enter the GST/STE Rate:  Enter Your Sales Tax Rate:

You should enter your sales tax rate without decimals unless your state
uses fractions.  Eight percent should be entered as 8, six and a half
percent should be entered as 6.5, and seven and a quarter percent should be
entered as 7.25.  After you have entered the sales tax rate, the requester
will show what you entered as a percentage to make sure you have entered it
correctly.

Your Tax Rate is 6.50% Is This Correct?

If you answer Yes, you will go on to the next requester.  If you answer No,
you will go back to the Tax Requester and re-enter the tax information.
After entering the sales tax, the next requester asks:

Enter the Tax State:  You Will Charge Tax in This State.

Enter the two letter abbreviation of the state you are operating out of and
need to charge sales tax in.  When you click on OK for this last requester,
you can see there is a button labeled United States, and beneath it is your
sales tax and tax state information.  By clicking on the United States
button, you will be able to change your sales tax and tax state
information.



If you chose Canada...


The next requester will read:

Enter the GST Rate:

You should enter your GST rate without decimals unless your province uses
fractions.  Eight percent should be entered as 8, six and a half percent
should be entered as 6.5, and seven and a quarter percent should be entered
as 7.25.  After you have entered the GST rate, the requester will show what
you entered as a percentage to make sure you have entered it correctly.

Your GST Rate is 6.50% Is This Correct?

If you answer Yes, you will go on to the next requester.  If you answer No,
you will go back to the GST Requester and re-enter the tax information.
After entering the GST, the next requester asks:

Enter the PST Rate:

You should enter your PST rate the same way as before.  After you have
entered the PST rate, the requester will show what you entered as a
percentage to make sure you have entered it correctly.

Your PST Rate is 6.50% Is This Correct?

If you answer Yes, you will go on to the next requester.  If you answer No,
you will go back to the GST Requester and re-enter the tax information.
When you click on OK for this last requester, you can see there is a button
labeled Canada, and beneath it is your GST and PST information.  By
clicking on the Canada button, you will be able to change your GST and PST
information.

If you chose United Kingdom...

You can enter the VAT tax in the requesters.


After the Tax Information...


The next requester reads:

Thank You For Completing the Retail Escort Initialization.
You Can Now Begin Entering Your Stock and Customer Information.

When you click on OK for this requester, you will be back at the Retail
Escort Main Menu.





REMEMBER to follow these guidelines:




ALWAYS BACK UP the entire directory for Retail Escort.  Do not back up or
copy any partial files.  This can corrupt the relationships between files
and the files themselves.

ALWAYS BACK UP Retail Escort.  Try to back up every day, or at least every
week, and keep paper copies of anything that hasn't been backed up.

ALWAYS BACK UP.  Period.

DO NOT use the pull down menus in the program, which are accessed with the
right mouse button.  These belong to SBase4Pro, and are not for the use of
Retail Escort.

Use ONLY Retail Escort methods for entering or editing your data.  Never
type on a blank screen to enter new information.  Use the Find/New buttons
or check the manual.

Main Menu

The buttons in the center of the Main Menu are labeled with a particular
Form name.  Click on them to go to the Form of your choice.  If you do not
have clearance for a particular Form, you will not be able to enter it.

Notes Form is not implemented in version v4.0.  Suggestions welcome.

CHANGING PASSWORD LEVELS

When you click on the button labeled Level, you will see a requester that
asks:

Levels Now Reset.  Enter Password:

If a manager has been entering data in a high level Form, he can now reset
the password level.  The password entered will set Retail Escort to that
level.


If you Cancel this requester, there will be no password level set.  Anyone
clicking on a Form will be asked for a password.

If the password is not high enough, the person does not gain access to that
Form.  The person can access any other Form that they have clearance for.

QUITTING OUT

In the upper right corner is a button to Quit Retail Escort.  We recommend
that you always use it to shut down the program, and that you shut down
Retail Escort at least once a week.

Ready to Quit?

Answering Yes will make Retail Escort check to see if you have entered or
edited price quotes or invoices during this session.  If so, you will see
the message Updating...Please Wait...  appear above the Form buttons.
While this message shows Retail Escort is cleaning up data it accumulates
while handling the Invoice and Quote Forms.  This cleanup helps Retail
Escort run faster and will keep your data in good order.

Sometimes you might see the Updating...Please Wait...  message appear on
the blank screen at startup.  This means Retail Escort didn't have a chance
to update previously; perhaps a power failure or system crash interrupted
your session.  Retail Escort checks for updating upon startup to cover
these situations.

LOOKING UP A PRICE

If you want to check the price of an item from your stock list, click on
the Price button in the lower right corner of the screen.  A requestor will
appear asking you to enter the first ten letters of Description, Search
String, or '/######' for Stock Number.  After searching through the stock
list Retail Escort will provide a list of items matching or close to the
description you entered.  Choose the item you wish to see the price of and
click on OK.  The item name and price will be displayed.  Click on OK to
start another search, Cancel to return to the main menu.

AUTOMATIC AGING

If you are using the Automatic Aging function, Retail Escort will check for
aged invoices upon startup.  You will see the message Aging...Please
Wait...  appear above the Form buttons.

In order to have Retail Escort start the Automatic Aging function, you must
have Use Aging toggled to Y in the Maintenance Form, and levels and
percentages properly set.

Aged invoices are unpaid invoices whose delivery dates have aged according
to the levels you have set.  Interest will be charged at the percentage you
have set for that level.  Retail Escort will look for any invoices that
aged between the last time Retail Escort was run and today.  Every time an
invoice is aged, an entry is made that can be seen on Receivable Reports.
Interest is deducted from the customer's account balance.  When all the
invoices have aged, you will be asked:

Create Aging Report?

If you answer Yes, you can have a report sent to the screen or the printer
that will show all the activity of the current aging.  If no invoices aged,
you will not be asked if you want an Aging Report.

AUTOMATIC CREDIT CARD DEPOSITS

In order to have Retail Escort start the Automatic Credit Card Deposit
function, you must have a default credit card account set up in the Checks
Form.  In the Options menu choose the option Credit Card Account and follow
the prompts, or see the Checks Form section of the manual.

If any payments with credit cards have been made on invoices or customer's
accounts, Retail Escort will check for aged payments upon startup.  You
will see the message Making Automatic CC Deposits...  appear above the Form
buttons.  After you choose the bank account you want the credit card
payments deposited to, you can set the number of days required by your bank
to process credit card payments.  These payments are deposited in their
entirety.  Any fees attached can be deducted from the account using the
Trans button in the Checks Form.

AUTOMATIC PURCHASE ORDER FUNCTIONS

If you are using the Automatic PO Closing function, Retail Escort will
close any POs upon initial startup.  You will see the message Closing
POs...  Please Wait...  appear.

In order to have Retail Escort start the Automatic PO Closing function, you
must have Auto Close PO toggled to Y in the Maintenance Form, in the
section under Shipping Methods.

Retail Escort will automatically search for any Purchase Orders that have
become due since the last startup.  You will see the message Finding POs
Due for Payment...  appear above the Form buttons.  If there are any POs
due, there will be a display message at the bottom of the Main Menu:

# POs Due For Payment.

Click on the display message to go to the Checks Form and choose from a
menu of Purchase Orders that are due.  See the Checks Form in the manual
for more options.

CUSTOMER # MEMORY

Retail Escort keeps track of the Customer # in the Receivable, Invoice, or
Quote Forms so you can move from Form to Form without looking up the same
customer all of the time.  This Customer # shows in the message area above
the Form buttons.  To clear the Customer # from the Main Menu, click on it
and it will blank.  Now the customer Forms will be blank when you go into
them.  Clicking on this blank section directly above the Invoice button
will bring up the Find/New requester from the Invoice Form.

Enter Customer Number, Name or Search String, '/?????' to Find Ship To, '/'
to Edit Ship To.

You can enter a Customer # or name and you will go to the the Invoice Form
with the customer you have chosen.

STOCK & SUPPLIER # MEMORY

Retail Escort will remember the stock item showing in the Stock Form when
you click on the Main Menu button.  The stock number will appear beneath
the Form buttons on the Main Menu.  When you go back into the Stock Form,
it will show this stock item with the same index as before.  Click on the
stock number on the Main Menu to clear it.

If there is a supplier but no stock item showing, or you have viewed a
supplier in the Payable Form, the Supplier # will appear on the Main Menu.

To clear the Stock or Supplier # from the Main Menu, click on it and it
will blank.  Now the Forms will be blank when you go into them.  Clicking
on this blank section directly above the Stock button will bring up the
Find/New requester from the Stock Form.

First Letters, Search String, or '/######' for Stock Number.
Enter '/?????' for Supplier Look Up.

By first enting the symbol "/" you can enter a Supplier # or name and you
will go to the the Stock Form with the supplier you have chosen.

LABELS IN CACHE

# Labels

When you have made labels the number of the labels waiting in the cache
will appear at the bottom of the Main Menu.  Click on the message to print
the labels without first going to the Label Form.

EVENT DISCOUNTS

Retail Escort checks for event discounts upon startup.  If it finds one
whose range has come up, it appears at the bottom of the Main Menu with a
note about how many more days the discount will be in effect.

CHRISTMAS CHEER Discount In Effect for 9 More Days

Clicking on the note will take you to that discount in the Maintenance
Form.


Maintenance Form


The Maintenance Form is the central source for data Retail Escort consults
when it makes decisions.  The far right button, labeled Main Menu, will
always close down the present Form and bring you back to the Main Menu of
Forms.  This is a button that all the Forms have in common.  The
Maintenance Form is divided into several sections.  You can reach any of
these sections by clicking on the button near each section label.

The button in the upper right corner labeled Menu will bring you back to
the Maintenance Menu.  All the Maintence form sections have this button.

Company Data & Taxes/Discounts/Payment Methods

COMPANY INFORMATION


Click on the SAVE button in the upper left corner to save all changes to
Company Data.

You will see your company information in the gray boxes.  To make any
changes to your name, address, phone number, or tax information, click on
the field you wish to edit.  Use the cursor, delete, and backspace keys to
change the information.  Hitting Return will take you to the next box until
you get to the end, or you can use the mouse to move from box to box.  Be
sure to Save your changes!

DECIMAL POINT

The field labeled Decimal Point shows a .00 designation.  This is the
normal setting of Retail Escort.  You can click on this label or field to
toggle the decimal point status from .00 to .000.  When you toggle to the
.000 option, you allow fractions of cents in the prices.  All the
individual pricing will change to three decimal places.

Using the .000 option will mean all per item prices will show three places
whether you use them or not.  An item priced at $30.00 will show as
$30.000.

Because selling items that are priced as a fraction of a cent, such as .039
each, would require larger quantities, the quantity in the invoice will
also go up to five places to the left of the decimal point.  You cannot use
both sides of the decimal place for an amount such as 10000.25.  All final
prices, such as the item prices multiplied by quantity, or the final price
of the invoice, will show two places only.  After using the .000 option
with prices in fractions of a cent, the user can still toggle back to the
.00 option.  All prices showing fractions of a cent will be rounded to the
nearest cent.

DEFAULT INITIALS


Changes to Default Initials are automatically saved.


To change the default initials that appear in each new invoice, click on
the label or field that shows what your choice is now.  You can toggle from
Salespeople ID's to Default Initials by clicking in the field or label,
located in the Company Data section, and answering No to this requester:

YES to Enter Default Initials, NO to Switch to Salespeople ID's.

You will see the label change to Default Initials.  To enter new default
initials, hit Return or click on Yes to get:

Enter New Default Initials:  CANCEL for None.

The new initials will appear the next time you enter a new invoice or price
quote.  You can click on Cancel to have no initials; the requester for
entry will be blank when you enter a new invoice or price quote.

DEFAULT PO #

You can change the Default PO # for the invoice by editing the invoice PO #
that appears in the field.  The contents of the field will appear in a
requester at the creation of each new invoice, and can be edited at that
time.  Be sure to hit Return or click on the Save button to save any edits
you may make.

TAX CHANGES



Changes to Taxes are automatically saved.

To change your tax information, click on the button marked with your
country.


Changing the tax rates and tax states in the U.S.


Click on the button labeled United States and choose the action:

Add New Tax State

This choice will give you requesters that let you enter the two letter
abbreviation of the new tax state, and its tax rate.  Enter tax rate
fractions with the decimal point.  For instance, if your tax rate is seven
and a half percent, enter it as 7.5.

If previously you had only one tax state, and you add a new one, the tax
designation on the Form will change from the tax state to the word Multi.

Delete Tax State

If you have more than one tax state, this choice will show you a requester
with all the tax states and their rates.  Choose the state you wish to
delete.  After you have chosen the state, you will be asked to confirm your
choice.

Delete Tax State ID?

If you answer Yes to this requester, the tax state will be removed from the
list of tax states.  If you answer No, no changes will be made.

If you delete all but one of your tax states, the tax designation on the
Form will change from the word Multi tax state to the name of the state and
its rate.  You will not be able to delete the last tax state.

Edit Tax Rates

If you have more than one tax state, you will be shown a requester to
choose a tax state.  Otherwise, you will go right to the requester that
shows the current rate.  Edit the rate to its new amount, and click on OK
or hit Return to save the changes.  Cancel will make no changes.

Print Tax States

Choose this option to send a list of the current tax states and their rates
to the screen or printer.


Changing the GST and PST rates.


Click on the button labeled Canada.

Edit GST Rate Edit PST Rate

Choose the option for the rate you wish to edit.  You will get a requester
that shows you the old rate.  You can enter your new rate in the
information box.  Enter fractions with the decimal point.  For instance, if
your GST or PST rate is seven and a half percent, enter it as 7.5.  If you
don't want to change the rate, click on Cancel.

After the Tax Changes...


DISCOUNTS


Changes to Discounts are automatically saved.



The discounts are in alphabetical order.  Any access to this section will
activate the index.

Discounts can be given to a customer with or without an expiration time.
Event discounts will apply to all customers if you put in a range of dates
for the discount.  Options will display the possible operations.  You can
also enter all or part of a discount name in the information box and click
on OK or hit Return.  The discount and related information will appear in
the fields on the right.

Add New Discount

Enter New Discount Name:  CANCEL For No New Entry.

Enter the name of the discount.  Don't use the word `discount' at the end,
since the Invoice Form will do that for you.  If you have entered a
discount name that already exists, Retail Escort will warn you:

You Already Used That Discount Name.  Please Enter a Different Name.

and the requester for the name will reappear.  Cancel to leave.

Discount Percentage?  CANCEL for No New Entry.

The next requester lets you enter the percentage that will be deducted from
the stock item.  This discount will only apply to discountable items so
marked by their Inventory Markup.  Enter your percentage of discount with
whole numbers; eight percent should be entered as 8, six and a half percent
should be entered as 6.5, and seven and a quarter percent should be entered
as 7.25.  Canceling from this requester is the last chance to not make a
discount.

Choose Expiration Type:  CANCEL for No Expiration Date.

Choose from three options.  Cancel will default to No Expiration Date.

No Expiration Date - Discount will run until removed.  This will complete
the new discount and you will see it in the Form now.

Expires in ## Days - Enter the number of days a discount is good for.  This
requester will appear:  Number of Days Before Discount Expiration.

Enter 365 if the discount is to last one year, 180 if the discount is to
last six months, and so forth.  If you enter 0, or Cancel, there will be no
expiration date on the discount.  You will see the new discount in the Form
now.

Within Date Range - This creates an event discount.

Enter Start Date Of Discount:  Enter Stop Date Of Discount:  CANCEL for No
Expiration.

Event discounts have a range of dates and apply to everyone who has an
invoice rung up between those dates.  Enter the starting and stopping dates
of this discount.  Canceling either requester will make the discount have
no expiration date.  When starting and stopping dates have been entered
correctly, the discount will appear in the Form.

Retail Escort checks for event discounts upon startup.  If it finds one
whose range has come up, it appears at the bottom of the Main Menu.

Delete Discount

The discount you want to delete should be showing in the Form.  Then choose
the Delete Discount option.

JANUARY SPECIAL
Remove This Discount Name?

Click on Yes or hit Return to delete the discount in the requester.  If the
deleted discount is an event discount in effect at this time, it will also
be deleted from the Main Menu, and no other invoices rung up will contain
the discount.  If the deleted discount is not an event discount, you will
see:

JANUARY SPECIAL
Remove This Discount from Customer Files?

Click on Yes or hit Return to remove the discount from any customers.
Click on No for these customers to retain their discount until expiration,
if any.

Find Any Discount

You can enter all or part of a discount name in the information box of the
Options requester, or choose this option.  The requester will display a
list of the discounts in the database, along with their percentages.  You
can click on the discount to put it in the information box.

Print Discount List - This option will print a list of discounts in the
database, with their percentages and the number of days before expiration.

Print Customer Discounts - This option will print a list of customers with
their discounts, with their percentages and the number of days before
expiration.

EDITING THE DISCOUNTS

Editing the information in an event discount will update event discount
information.  Editing the information in an customer discount will give you
the choice of updating customer discount information.

You can edit the name of the discount by clicking on the label or name
showing on the Form.  The discount name will appear in the information box
of this requester:

Edit Discount Name:

Edit the name and click on OK or hit Return.  If the discount is one that
can be put on a customer's account:

Update Customers With the New Discount Name?

If you answer No, then only customers who will get this discount on their
account in the future will use the new name.  If you answer Yes, then all
customers with this discount will be updated to the new name.

You can edit the percentage of the discount by clicking on the label or
percentage showing on the Form.

Enter New Discount Percentage:

You can Cancel to not change anything.  If you have entered a new
percentage you might want to update customers who have this discount.

Update Customers With the New Percentage?

If you answer No, then only customers who will get this discount on their
account in the future will receive the new percentage of discount.  If you
answer Yes, then all customers with this discount will be updated to the
new percentage.

To change the expiration status of a discount, click on the label Expire.
Beneath this label is an 'N' if there is no expiration date, and a 'Y' if
there is.  You can change the expiration status to any of the three choices
from the new discount subroutine.

No Expiration Date Expires in ## Days Within Date Range

Click on the Days label or field to edit the days in the discount
expiration.  Click on the dates to change the date range of an event
discount.


Editing expiration information will not change existing discounts that are
on customer accounts.

PAYMENT METHODS


Changes to Payment Methods are automatically saved.



The payment methods are in alphabetical order.  Any access to this section
will activate the index.

Payment methods will appear whenever you are entering a payment for a
customer.  With them you can control the cash drawer, enter payment memos
on the invoice, and enter processing percentages for credit cards.  Options
will display the possible operations.  You can also enter all or part of a
payment method name in the information box and click on OK or hit Return.
The payment method and related information will appear in the fields on the
right.

Add New Payment Method

Enter New Payment Method:  CANCEL for No New Entry.

You will get a requester with an information box to enter the new payment
method.  You can Cancel this requester to enter no new payment method.

Does This Payment Method Have Fees Charged?

Here is where you would enter fees for processing, such as credit or debit
cards.  If you answer Yes, the next requester will ask:

VISA Transaction Fee:

Enter the flat fee that each transaction is charged, such as the terminal
fee.  Use decimal points, so that twenty cents would be .20 in the
information box.

VISA Bank Fee Percentage, CARD:

Enter the bank fee for swiping the actual card.  Enter it as whole numbers
for the percentages; if your bank charges 1.3 percent, enter 1.3 in the
information box.

VISA Bank Fee Percentage, PHONE:

Enter the bank fee for taking the order over the phone.  Enter it as whole
numbers for the percentages; if your bank charges 2.3 percent, enter 2.3 in
the information box.

If the payment method does not have fees charged, answer No.

Open Cash Drawer?  If you want the payment method to open the cash drawer,
answer Yes.

Credit Memo on Invoice?

If you want the payment method to appear on the invoice as a memo line,
answer Yes.  For credit cards, it consists of three lines which include the
credit card number, name on the card, and the authorization number and
payment amount.  For other forms of payment, the payment method and the
amount of the payment will appear on a single line.

Delete Payment Method

To delete a payment method, have it showing on the Form and choose the
Delete Payment Method option.

               VISA Remove This Payment Method?

Answer Yes to delete the payment method.  Answering No will do nothing.

Edit Payment Information

Choose this option to make changes to the payment method's information.  or
Click on the field or label you wish to change.

Does This Payment Method Have Fees Charged?

If you answer No, the fee will become N and the fees will clear.  If you
answer Yes, the fee will become Y and the requesters for the fees will
appear.  After you have made changes to the existing amounts, (if any,) the
final requester will ask if you want to finalize the changes:

Make These Changes to AMERICAN EXPRESS?  Transaction:  0.30 SWIPED 2.95%
UNSwiped 2.95%

If you answer Yes, the changes will be made to the payment method and
saved.  If you answer No, no changes will be made.

Open toggles whether or not a cash drawer will open when the payment is
made.

Memo toggles whether or not a memo will appear on the invoice.

Find Any Payment Method

You can enter all or part of a payment method in the information box of the
Options requester, or choose this option.  The requester will display a
list of the payment methods in the database.  You can click on the payment
method to put it in the information box.

From Account Memo = YES/NO

Choosing this option will toggle the From Account Memo from Yes to No and
back again.  When the option is set to Yes, any money used from account to
pay an invoice will appear in a memo line on the invoice.  When the option
is set to No, this memo will not appear.

Print Payment Method List - prints a list of payment methods in the
database, with their related information.

Method Used toggles whether or not the payment methods will be displayed
for you to choose from when a payment is made.  You can turn this option
off or on at any time.

Inventory Markup/Invoice Options

INVENTORY MARKUP



Changes to Inventory Markups are automatically saved.


The inventory types are in alphabetical order by Code.  Any access to this
section will activate the index.

Inventory Markup is for entering or editing the different inventory types
for pricing and organizing inventory items.  The check box by the Find/New
button will have a checkmark in it when the VCR buttons are activated for
the Inventory Markup.  You can activate this check box by clicking on any
button in the Inventory Markup section.  Find/New in the upper left corner
will let you find an inventory type or enter a new one.

Enter First Letters of Inventory Type, or the Inventory Code:

If you know the code, you can enter it in the information box, click on OK,
and the inventory type will appear.  If you know the first few letters of
the inventory type, you can enter them in the information box, click on OK,
and the list of inventory types will come up with the type beginning with
those letters appearing first in the menu options.

Choose the Inventory Type:  CANCEL to Enter New Type.

HARDWARE      H
MISCELLANEOUS MS
SOFTWARE      S

Alongside each inventory type will be its inventory code.  If you see the
type you wish to edit, choose it with the mouse.  You can double click on
the inventory type, or click once to put it in the information box and then
hit Return or click on OK.  If you do not see the type, then you can enter
it.  Click on Cancel.

ENTERING A NEW INVENTORY MARKUP



This tutorial will teach new entry skills.


Enter the New Code:  CANCEL for No New Entry.

Now you type in the one or two character code that will be the abbreviation
for the new inventory type.  This code will be checked to ensure against
duplication; if so, you can enter a different one.  You can use letters,
(which will be automatically capitalized,) or numbers.  DO NOT use the
symbols at the tops of the numeric keys, such as $, %, or *.

Enter Type:  CANCEL for No New Entry.

Now enter the name of the inventory type.  This will be a description of
the category, such as HARDWARE or MONITORS.

Single Item Code?  NO for Bundle Code.

If you answer Yes for a single item code, you can't use it for bundles.  If
you answer No for a bundle code, only bundles can use this inventory
markup.  If you Cancel then no new entry will be made.

Enter Markup:  CANCEL for No New Entry.

This will be the percentage that you will be marking up this inventory
type.  You can enter up to three digits on either side of the decimal
point, such as 100.123, and Retail Escort will calculate the percentage for
you.  For instance, suppose the inventory type is BOOKS and you are marking
these up 33%.  You would enter 33.  This is your last chance to cancel out
of the new entry subroutine.

Choose the Rounding Type:
NO ROUNDING --will not round prices at all.
ROUND UP --will round prices up to the nearest dollar.
ROUND DOWN --will round prices down to the nearest dollar.
ROUND DOWN+ --will round prices down to the nearest dollar and add a cents
amount of your choice, such as $.99.

Choose the rounding method that Retail Escort will use when it calculates
the price of an inventory item.  Canceling out of this requester will
choose the default, NO ROUNDING.  Choosing ROUND DOWN+ will give you an
additional requester to enter the cents amount.  Use the decimal point, so
your entry will be .50 or .99.  Entering amounts over a dollar will be
blocked by Retail Escort.

Does This Code Need a Serial Number Entered?

If you click on Yes, this item will be marked so that when it is invoiced,
you have the opportunity to enter the serial number of the item you are
selling.

Will This Code be Discountable?

Your answer will determine the new markup's discount status.  Only stock
items whose markup is discountable will be discounted on a customer's
invoice.

Does This Code Have Sales Tax Charged?  Does This Code Have CTY/STE
Charged?


Click on Yes to mark this code as taxable when invoiced.

Does This Code Have GST Charged?  Does This Code Have PST Charged?

Click on Yes for each tax to mark this code as taxable when invoiced.

After the Tax Decisions...


Enter Number of Days in This Price Cycle:  Enter the number of days before
this markup's prices are to be confirmed.

Enter Minimum Profit for This Markup:  The number you enter will be
considered when calculating the markup.  Profit will not fall below this
number.

Use Part # for Stock Item?  Answer Yes if you will use a manufacturer's
part number or other identifying information for the stock items with this
markup.

You will see the new inventory type appear on the screen.

END OF TUTORIAL


Print--You can print a list of Inventory Markups by clicking on the Print
button.
Delete--Delete an Inventory Markup by clicking on the Delete button.  You
will be asked to make sure you are deleting the right one.  There will be
no change to your stock items in inventory, but once it is deleted, you
cannot use this inventory type again when entering a new stock item.

EDITING THE INVENTORY TYPES

To edit any type, you can use the Find/New button or the VCR panel to view
the inventory type you wish to edit.  Then click on the field you wish to
change.  Code--To change the inventory code you enter the new code into the
information box in a requester.  Then you will be asked:

Update the Stock Items Under (old code) With New Code of (new code)?

If you answer No, the subroutine will stop here.  If you answer Yes, Retail
Escort will change all the stock items with the old code to the new code.
No other changes will take place.
Type--You can enter the new inventory type in the information box of a
requester.  When the new inventory type has been accepted, you will be
asked if you want to update the stock items with the new inventory type.
Rounding--You can change the rounding of an inventory type by clicking on a
different rounding in the menu options.  When the new rounding has been
accepted, you will be asked if you want to update the stock items with the
new rounding.  If you answer Yes, Retail Escort will change all the stock
item prices for that inventory type to the new rounding.  This will change
all the prices in your inventory.
Percentage--When the new markup percentage has entered into the information
box of the requester and accepted, you will be asked if you want to update
the stock items with the new markup percentage, to change all the prices in
your inventory.
Bundle--You can only change the bundle status if there are no inventory
items already using this markup code.
Ask Serial #--Clicking on the label or field will toggle Yes or No.
Use Part #--Clicking on the label or field will toggle Yes or No.
Minimum--You can enter a new minimum profit and update the prices.
Cycle--Enter the number of days before prices need to be confirmed.
Discountable--Clicking on the label or field will toggle Yes or No.  When
changing the discount status of a markup, you will get a requester that
asks:

Update the Stock Items with the New Discount Status?

You can then make a choice of whether or not you will change the existing
stock items with the new status.


Charge Tax or Charge CTY/STE - Clicking on the label or field will toggle
Yes or No.

Charge GST--Clicking on the label or field will toggle Yes or No.  Charge
PST--Clicking on the label or field will toggle Yes or No.


After the Tax Changes...


INVOICE OPTIONS

Changes to Invoice Options are automatically saved.  If you are editing in
an editable field, be sure to hit Return.  This will activate the automatic
save.


The invoice options are in numerical order.  Any access to this section
will activate the index.

The check box by the Find/New button will have a checkmark in it when the
VCR buttons are activated for the Invoice Options.  You can activate this
check box by clicking on any button in the Invoice Options section.
Invoice Options are customized services, one of a kind items, shipping and
handling, or any other invoice item that will not be entered into your
inventory.  You can have up to 99 invoice options.  They are summoned into
an invoice with either the number or the name, or you can choose from a a
list of menu options.

Invoice Options:

SHIPPING & HANDLING              12
ON SITE HOURLY SERVICE CHARGE    05
SERVICE CHARGE (FLAT RATE LABOR) 37

In addition, Retail Escort comes with two default invoice options.

 #  Use When You Need:  Description         Price # Taxable
0   Memo entered during invoicing           $0.00 0 N
100 Unique Item entered during invoicing      any   Y

ENTERING A NEW INVOICE OPTION

To enter a new invoice option, you first must search the database of
invoice options.  Click on Find/New to find an invoice option or to enter a
new invoice option.

Retail Escort will always ask you to search before creating a new entry.
Whether several people are working on a database, or only one, errors can
easily happen.  Searching first is not only a good safeguard, it lets you
keep tabs on your data.

Enter the beginning letters of the invoice option you intend to enter and
click on OK at this first requester.  If you do not see this invoice option
in the list of menu options in the next requester, click on Cancel.

Enter NEW Invoice Option?

Answering No will end the new entry subroutine.  Answering Yes will assign
the next available number to your new invoice option and open the gray box
labeled Description on the screen.  You can type the name of the invoice
option in the editable field that has opened for you.  This is the name
that will appear on the invoice.  When you have finished, hit Return.  The
cursor will next appear in the gray box labeled Unit Price.  Enter the
price, with decimals, that the customer will be charged.  You will be able
to enter a quantity, if appropriate for this invoice option, so this price
can be an hourly rate.  You can also edit this price when invoicing, so you
don't necessarily have to enter several different options for something
that has variable pricing.

You can use a negative price if you want to use an invoice option as a
coupon or rebate.  Put a minus sign in front of the unit price; for
example, -10.00.  Negative pricing will always have a cost of $0.00 and is
non-adjustable regarding price.

When you have entered the price to your satisfaction, hit Return.

YES to Enter Cost as Flat Rate, NO to Have Cost a Percentage of Price.

Yes, Cost as Flat Rate will allow you to make the cost of this invoice
option the same flat amount no matter what you may charge the customer.
For instance, your cost for service might be ten dollars an hour, while you
might charge the customer from fifteen to twenty five dollars an hour.  No
matter what you charge the customer when invoicing this invoice option, the
cost will remain the amount you enter in the requester.  No, Cost as a
Percentage of Price will allow you to price the cost of this invoice option
at a percentage of the price you will charge the customer.  For instance,
shipping may vary according to what the item is or how it is shipped.  By
making the cost of shipping always be 100% of the price you charge the
customer, your cost will always be accurately computed.

Percentage X Price = Cost Enter the Percentage:

When the requester asks for the percentage, enter the whole number, with
decimal points if needed.  The price will be multiplied by this percentage
when costing this invoice item.  For the 100% mentioned in our example, you
would enter the number 100.  Entering the number 50 would create a
multiplier of 50%.  This would make your cost on this invoice item be half,
or 50%, of whatever you charge the customer at the time of invoicing.

Ask Description When Invoiced?  Ask Price When Invoiced?  Ask Quantity When
Invoiced?  Use Default Quantity?  Default Quantity:

When choosing an invoice option while invoicing, you have the choice of
editing the description, changing the price, or changing the quantity to a
number greater than one.  You can use a default quantity that you will
specify if you answer Yes to the Use Default Quantity?  requester.  For
example, if you have the option INSTALLING, you will be able to add what
the installation is for, such as INSTALLING HARD DRIVE, and you would
answer Yes to the Ask Description When Invoiced?  requester.  If you want
to have the opportunity to adjust the price when invoiced, answer Yes to
the Ask Price When Invoiced?  requester.  Some options will always have a
quantity of 1, but if the option you are entering will need quantity
adjustments, say Yes to the Ask Quantity When Invoiced?  requester.

Does This Invoice Option Have Sales Tax Charged?  Does This Invoice Option
Have CTY/STE Charged?


Click on Yes to mark this option as taxable when invoiced.

Does This Invoice Option Have GST Charged?  Does This Invoice Option Have
PST Charged?


Click on Yes for each tax to mark this option as taxable when invoiced.

After the Tax Decisions...



You will see the new invoice option appear on the screen with all of its
customized information set as you have instructed.

FINDING AN INVOICE OPTION




This tutorial will teach searching skills.


You will need to have already entered some invoice options.  See the
section, ENTERING A NEW INVOICE OPTION, above.


Click on the Find/New button.  You will see a requester that allows three
different ways to find an invoice option.

Enter First Letters of Option Name, the Option Number, or Search String:

You can enter the first few letters of the option name and click on OK.
This will show you a list of invoice options.  The one at the top of the
requester will begin with the letters you entered.


Your database will fill up quickly, and Retail Escort asking you for first
letters, though it might seem like an extra step at first, is really a
shortcut.  Without narrowing down your search, it might take a lot of
clicking through the menu to find a particular menu option.

You can enter the invoice option number and click on OK.  It doesn't need a
leading zero, even though it will be displayed that way in the Form.  You
can enter '2' or '02' and get Invoice Option #2.  If the search subroutine
cannot find the invoice option with the number you entered, it will next
display a list of invoice options.  You can enter a search string and click
on OK.  You would use a search string if you weren't sure of the exact
Description of an invoice option.  For instance, you are looking for the
invoice option Shipping & Handling.  But when you type in the letters
'ship' and hit Return, you do not see the invoice option in the list.  You
could try again, this time with the search string *ship*, and the menu will
read:

These Options Contain the Search String:
DON'T SHIP/PICK UP
HANDLING/SHIPPING
SPECIAL SHIPPING

Now you will see that a co-worker has entered this invoice option as
Handling/Shipping.  You can now click on the correct invoice option.  The
wild card, '*', is a stand in for any string of letters or numbers.  *ship
would be any entry ending with 'ship.' Ship* would be any entry beginning
with 'ship.' Try using the different ways of looking up your invoice
options until you are comfortable with the way the different entries and
requesters work.

You cannot harm your data or Retail Escort by any searches you may
initiate.  If you cancel a requester while you are searching through your
data, you might be asked if you want to make a new entry.  You will always
be able to cancel the new entry requester, or answer No, if you do not want
to make a new entry at that time.

END OF TUTORIAL


Print--You can print a list of Invoice Options by clicking on the Print
button.  You can choose option number order or alphabetical order for this
report.  Delete--Delete an Invoice Option by clicking on the Delete button.
You will be asked to make sure you are deleting the right one.  Because the
number has already been assigned, Retail Escort will keep track of it.
When you enter a new invoice option you will be reusing the oldest blank
number.  If there is no blank number, Retail Escort will then assign the
new invoice option to the next number in line.

If you have used up all 99 of the invoice options, you will need to delete
one to make room for the new one.  You cannot change the Invoice Option
number.

DUPLICATING AN INVOICE OPTION

You can save yourself effort by duplicating an invoice option and editing
it.  Click on the Duplicate button.

(invoice option) DUPLICATE This Invoice Option?

Answer Yes, and the invoice option showing on the Form will be duplicated.
The next available option number will be assigned, all of the invoice
option's parameters will remain the same, and the Description field will
open up for you to edit.

Retail Escort will accept duplicate names, but looking them up will be
delayed because Retail Escort will have to sort out and display the
duplicates in a menu each time.

When you finish the edit and hit Return, the invoice option will
automatically save.  Any further changes need to be made with the
individual editing functions.

EDITING THE INVOICE OPTIONS

To edit any option, you can use the Find/New button or the VCR panel to
view the invoice option you wish to edit.  Then click on the field you wish
to change.  Description---You can change the description and it will appear
with the changes the next time you access during a new invoice.  Be sure to
hit Return after making your changes.  Unit Price--You can edit the unit
price to any price you like.  Negative pricing will always be non-taxable,
have a cost of $0.00, and non-adjustable regarding price.  Be sure to hit
Return after making your changes.  Unit Cost--Clicking on this field or
label will give you requesters to change the cost to either a flat rate or
a percentage.

Ask Description When Invoiced?  Ask Price When Invoiced?  Ask Quantity When
Invoiced?  Default Quantity/Amount

Clicking on the label or field will toggle Yes or No.  If you tell Retail
Escort you want to use a default quantity, a requester will appear for you
to enter the amount.


Charge Tax or Charge CTY/STE- Clicking on the label or field will toggle
Yes or No.


Charge GST--Clicking on the label or field will toggle Yes or No.  Charge
PST--Clicking on the label or field will toggle Yes or No.


After the Tax Changes...


GIFT CERTIFICATES

The best way to handle gift certificates is to create an invoice option
with the name of GIFT CERTIFICATE.  The way to set up the invoice options
is as follows:  The unit price can be any number you wish, but choose a
popular amount such as $25.00.  The Ask Price field should be toggled to
'Y' so you can fill in the amount if it differs.  The Ask Quantity field
can be toggled to 'Y' if you think you will be selling multiples.  The Ask
Description field can be toggled to 'Y' if you think you will be editing
the description when you sell a gift certificate for special occasions.
You could then enter BIRTHDAY GIFT CERTIFICATE or CHRISTMAS GIFT
CERTIFICATE.  DO NOT charge tax.  You will be charging tax, if appropriate,
on the item or items you will be selling to the gift certificate recipient.
For unit cost you will choose Cost as a Percentage of Price, which is No on
the unit cost requester.  The multiplier would be 100, and the way it will
look on the screen will be:

Unit Cost Cost = 100% of Price

This is so the gift certificate will not show up as a profit on your profit
report.  It will show profit when you sell the item.  When the customer
proffers their gift certificate as payment, you will enter the full amount
of the gift certificate as a payment.  If you are using payment methods,
you would choose or enter GIFT CERTIFICATE.  Any extra remaining after the
invoice was paid would go onto the customer's account to be used in future.

Shipping Methods/Forms & Passwords

SHIPPING METHODS


Changes to Shipping Methods are automatically saved.



The shipping methods are in alphabetical order.

Shipping Methods are for your convenience when ordering and returning
goods.  You can edit and enter shipping methods in this section.

You can also enter shipping methods on the fly, by typing them into the
information box when ordering an item.

Options will display the possible operations.  You can also enter all or
part of a shipping method in the information box and click on OK or hit
Return.  The chosen shipping method and its backorder status will appear in
the field on the right.

Add This Shipping Method - will show you a requester to enter the new
shipping method.  You can Cancel this requester to enter nothing.

COD can have variations, such as COD-FEDEX or COD-UPSG, but it is important
that the first three letters be COD for Retail Escort to recognize it as a
Cash On Delivery shipment.  Shipments billed to a credit card must begin
with the letters CC, for example CC-NEXT DAY, for Retail Escort to
recognize it as a credit card shipment for billing purposes.

Delete This Shipping Method - will delete the shipping method showing in
the Form.  Choose the shipping method you want to delete first, then choose
this option.

 You cannot delete shipping methods Retail Escort needs, such as BACKORDER,
ON HOLD, or TO ORDER, or any shipping method if it is being used for
shipments still in transit.

Edit Shipping Method Name - You can edit the name of the shipping method
and you will have the opportunity to update in transit purchase orders with
the new name.

List of Shipping Methods - Print out a list of shipping methods.

View All Shipping Methods - Shows all the shipping methods to choose from
for viewing on the Form.

As Backorder - Y:  Shipping method will be treated as a backorder.  As
Backorder - N:  Shipping method will not be treated as a backorder.

Editing the backorder status gives you the opportunity to update in transit
POs with the new backorder status.  Answering No to the update requester
will use the new backorder status only for new purchase orders.

Global options apply to all purchase orders.
Auto PO - Y:  The next time Retail Escort is run after the current business
day, all Purchase Orders except the shipping method of BACKORDER or ON HOLD
will be closed.
Auto PO - N:  Purchase Orders are closed manually only.
Comment - Y:  You will get a requester to enter a Purchase Order comment.
Comment - N:  No comment requester will appear.

PASSWORDS



Changes to Passwords are automatically saved.


Click on the password you wish to change.

Level X Password is TEST.  Enter New Password:

If you enter a new password, you can click on OK or hit Return and you will
see the new password on the Form.  It takes effect immediately, but does
not affect the password level Retail Escort is already on.  If you Cancel,
there will be no change.  The password can be as simple as a single letter,
though obviously not as secure as a whole word or sequence of letters.  The
important thing is to change it, so other Retail Escort users will not know
the password to your data.  You have three levels of password protection to
give you complete control over both your information and your employees.

FORM LEVELS


Changes to Form Levels are automatically saved.


Click on the button for each Form to change the access level for that Form.
The Forms can be set for password levels from 1 to 3.  The number showing
on the Form button shows the Form's present password level.

3......Allows access with a level 3 password only.
2......Allows access with a level 3 or level 2 password.
1......Allows access with any level password.

If you access a Form that requires a password higher than the current level
you will see this requester:

You Are Not Cleared For That Form.  Enter a Higher Level Password.

You can Cancel this requester to stay where you are, or hit Return or click
on OK to get a password requester.  Now you can enter the higher level
password.  If the proper password is not entered, or the password requester
is cancelled, the user is not given access to that Form.  For example, you
could set the Forms as follows:

Checks 3
Invoice 1
Labels 1
Maintenance 3
Notes 3
Orders 2
Payable 3
Quote  1
Receivable 3
Reports 3
Stock 2
Track 2

Employees with a Level 1 password can make price quotes, invoice items and
ship them to customers.  Give your buyers a Level 2 access, and they could
then order items from the Stock Form and keep track of them in the Track
and Orders Form.  The store manager would have level 3 access to handle the
Maintenance and Report Forms and accounting Forms such as Payable and
Receivable; their password would let them into any Form.  A level 3 access
is required for changing a customer's tax status or discount level,
adjusting the In Stock inventory, and voiding an invoice.
If you, as a level 3 operator, access these procedures, Retail Escort will
allow you, but a lower level operator will get a message that requests a
higher level password.  You can enter your level 3 password to allow the
procedure, but Retail Escort will then go back to the lower level of the
original operator.  If you have been in a Form that requires your higher
level password, but you want to leave Retail Escort running without this
higher access, you can click on the Level button on the Main Menu.  All
password levels will be reset, and Retail Escort will operate on the level
of the next password it gets.  You can cancel this password requester and
Retail Escort will ask for a password when one of the Form buttons is
clicked.  Retail Escort will then operate on that password level.

Printer & Label Setup


Editable fields need to be saved with the SAVE button.  It is in the upper
left hand corner.


The label printing defaults are in numerical order.  Any access to their
section will activate the index.

PRINTER SELECTION

The Switch Printer button will toggle between dot matrix and laser
printers.  The change is automatically saved.  The only time this default
printer function will affect your printing needs is when you print mailing
labels.

CUSTOM DEFAULTS

You can enter any number of label formats in the label defaults menu.
Click on the labels Laser or Dot Matrix or on any default setup number or
name.  You will get a menu of options:

Choose New Default Setup - The default will be the way Retail Escort prints
unless told otherwise in the Label Form.  You will be shown a menu of all
laser setups and you can choose which setup will be the new default.

Create New Laser/Dot Matrix Setup - You can enter the name and printing
information for a different set of labels.

Enter New Setup Name:  CANCEL For No New Setup.

If you have entered a setup name, the fields for label formatting will open
up in turn for you to enter the information.  The new setup will save
automatically.

Edit Setup Name - Use this option to change the name of a setup.  The
current name will appear in a requester for you to edit.

COPIES OF INVOICE

Enter the number in this field that will be the default number of invoice
copies.  When you print an invoice, this number will appear in the print
requester.  You can then accept it or edit it.  This same default will
apply to copies of price quotes as well.

LABEL MARGINS

Label margins are adjustable so you can get a neat result on your printer
with your labels.  To adjust, first print samples on plain paper to lay
over your own labels, to see how close Retail Escort's defaults are to your
own needs.  Then adjust only one thing at a time, to make sure you do not
throw off something that may be fine if left alone.  For dot matrix
printers, try to adjust your tractor feeds and margins before adjusting the
defaults in Retail Escort.

It's a good idea to jot down the original settings before changing any
label defaults.  That way, if you need to reset any or all of the
adjustments, you will know what they should be.

1st Label Margin This number controls the left margin for the left-hand
column of labels, (on dot matrix, the only column.) If you decrease this
number, it will move the labels to the left.  You increase this number to
move the labels more to the right.  You might have to increase the 2nd
Label Margin also to avoid cutting off part of a label.  If you get a
printing error after adjusting this default, or Retail Escort tells you it
will print labels and it does not, a 2nd Label Margin conflict might be the
problem.

Label Text Width This is the width of the label in characters.  You adjust
this default at your own risk, since the labels Retail Escort makes are
expecting this amount.  Make it less and you will cut off part of the
label, make it more and you are creating needless trouble.

2nd Label Margin This number controls the left margin for the second, or
right-hand, column of labels.  Adding the 1st Label Margin to the Label
Text Width should give you the minimum 2nd Label Margin.  If you have a dot
matrix printer, the only concern you have about this default is to keep it
from interfering with the 1st Label Margin.  Laser printer users will
adjust this default to get their second column of labels printing in the
right place.  1st Line Next Label This controls the lines between labels.
If your labels are printing too close together, increase this number.  If
your labels are printing too far apart, so that there is increasing space
at the tops of the labels, you would need to decrease this number.

Copies per Label Retail Escort has this default set at 1.  If you wish to
ship with an inside and an outside label, for instance, you would set it at
2.

Unless you always want to print multiple labels, you don't need to adjust
this setting.  You can always enter the number of labels you want to make
in the requester provided.

Labels per Line This default should be left alone, unless you have two or
more columns of labels on a dot matrix printer, or three or more columns of
labels on a laser printer.

Top Label Margin (Laser) Since you can easily adjust the top margin of dot
matrix labels by cranking the tractor back and forth, (and everyone has
their own little place to start labels,) the top margin adjustment is of
real use only to laser printer users.  This default lets you specify the
number of rows down you want the label to start.

Labels Before Form Feed (Laser) Dot matrix labels traditionally are in a
continuous feed strip with no form feeds between them.  Set this default to
the number of rows of labels you have on your laser printer label sheets.

Modify Printed Messages


Editable fields need to be saved with the SAVE button.  It is in the upper
left hand corner.

You can customize your invoices, quotes and receipts by entering
information into the Printed Message sections.  They are divided into the
the top and bottom of the invoice.

PRINTED MESSAGE (TOP)

The label Use in the top middle of the screen will toggle Yes or No,
depending on whether you want to use the printed messages or not.  You can
create an printed message and then toggle its usage if sometimes you use
letterhead, say for price quotes, and then want to use the printed messages
in your invoices.  Toggle Use by clicking on the label or field.  If the
field is showing N, then even if you have information entered you will not
see it print.  Likewise, if Use is showing Y, but if you haven't entered
any information, you will not see anything print on the top of the invoice.
The top of the invoice will have the information you enter in the box in
the center of the screen.  You can enter up to fifteen lines of text.
These entries will appear at the top of your printed invoices, quotes, or
receipts if the label Use is set for Y.  The Clear button will clear the
entire area.  The Print button will print a test copy on your printer.

PRINTED MESSAGE (BOTTOM)

The messages on the bottom of the invoices and quotes are broken up into
three sections.  You can enter any information into these three sections,
such as special sales, your address, or a cheerful message.  The Clear
button will clear the entire area.  The Print button will print a test copy
on your printer.

Aging Information/Salespeople ID's

AGING INFORMATION



Changes to Aging Information are automatically saved.


AUTOMATIC AGING

The Use Aging label controls whether aging is activated or not.  You can
click on the label or field to toggle between Y and N.  If changed from Y
to N then Retail Escort will stop checking invoices for aging.  If changed
from N to Y then Retail Escort will start checking invoices for aging.
While the Use Aging label is toggled to Y Retail Escort will check for aged
invoices upon startup.

SETTING UP AGING PARAMETERS

There are four levels of possible aging, with a separate interest
percentage for each level.  To enter a number of days for an aging level,
click on the field.  If you click on the first level, you will see:

How Many Days at the First Level?

Enter the number of days and the information will save automatically.
Click on the percentages to enter the aging percentage for this level.

Percentage at the First Level?

You have two places in front of the decimal and two places after, so two
and a half percent would be 2.5 and twelve and a quarter percent would be
12.25, and so forth.  Once you've entered the first level percentage, you
will see this requester:

All Levels This Same Percentage?

You can answer Yes to make all the levels the same percentage.  Answering
No will leave the subroutine.  Retail Escort checks the number of days you
enter at each level so the second level won't be fewer days than the first,
and so forth.  If you were to enter 30 as your first level of days, and 15
for your second level, you would see this requester:

How Many Days at the First Level?  Level 1 Must Be Less Than Level 2.

You can either enter a lower number to be the new Level 1, so that Level 1
is less than Level 2, or Cancel to leave Level 2 the same as before.  If
you enter 0 at the second, third, or fourth levels, you will see this
requester:

Not Use Level X and Above?

If you answer Yes, the levels you won't use will have zeroes entered.  If
you try to enter a 0 at the first level, the requester will ask:

Not Use Aging?

If you answer Yes, the levels will not change, but the Use Aging?  toggle
will change to N.

SALESPEOPLE ID'S


Changes to Salespeople ID's are automatically saved.


You can toggle from Default Initials to Salespeople ID's by clicking in the
field or label, located in the Company Data section, and answering No to
this requester:

YES to Enter Default Initials, NO to Switch to Salespeople ID's.

You will see the label change to Salespeople ID's and the field for
initials show the characters '///'.  If you have several salespeople, you
can have them listed in a menu when you enter a new invoice or price quote.
If you pay commissions to salespeople, you can give each one a different
percentage.  You can edit this database from either the Company Data
section, or the Salespeople ID's section.  If you are already on
Salespeople ID's, then clicking in the field or label will bring up this
requester:

YES to Edit Salespeople ID's, NO to Switch to Default Initials.

If you click on Yes, you will go to the section of the Maintenance Form
that controls the database of salespeople.  You can reach the database
section from the Main Menu of the Maintenance Form.  Click on the Adjust
button, labeled Aging Information/Salespeople ID's.

You can create a database of salespeople whether you use Default Initials
or Salespeople ID's.  However, if you are set for Default Initials, you
will not be shown the menu of salespeople, and the Commission report will
not run.

Find/New will let you find a ID or enter a new one.  When you click on the
button the requester will display a list of the IDs already in the
database, along with their accompanying percentage rates.  You can click on
the ID to put it in the information box.  When you click on OK the ID will
appear in the field on the right.  If the ID you want is not in the
database, click on Cancel.  You will get a requester with an information
box to enter the new ID.  You can cancel this requester to enter nothing.
The next requester lets you enter a percentage rate for this ID.  When you
hit Return or click on OK you will see the new entry appear on the right.
Print will print a list of IDs and their accompanying percentage rates.
Delete will delete the ID showing in the field.  You will be asked to make
sure you are deleting the right one.  If you made an error when you entered
a ID, or you wish to edit the information, you can delete it and re-enter
it.  The label beneath the Salespeople ID's is Based On Price.  You can
click on the label to toggle it to read Based On Profit.  This determines
the amount the ID percentage is calculated on.


Stock Form

The Stock Form handles all the ordering, stocking, and pricing needs of
your business.  The far right button, labeled Main Menu, will always close
down the present Form and bring you back to the Main Menu of Forms.  There
are two main sections, the Stock section and the Supplier section, divided
by the row of buttons in the middle.  These buttons with the checkmarks
beside them will allow you to browse through the data with the VCR panel.

In the Stock section, the upper part of the Form...  After making changes
in an editable field, be sure to hit Return until no more editable fields
show open.  This will activate the automatic save.

FINDING A STOCK ITEM

The Find/New button for Stock is in the upper left corner.  When you click
on this button you get a requester that gives you three ways of finding the
stock item you are looking for.

Enter First Ten Letters of Description, Search String or '/######' for
Stock Number.

If you know the number of the stock item you are looking for, you can enter
the number with a beginning slash, like this--/12345.  It doesn't need a
leading zero, even though it will be displayed that way in the Form.  If
you don't know the number, or don't want to find the item that way, you can
enter the beginning letters of the stock item.  Then you will get a menu
with the first item that begins with those letters appearing at the top.
For instance, if you entered the letters 'ver' and hit Return, you would
see:

Item Description:

VERYBEST SPECIAL PRODUCT     000234 XYZCO01258
WALLHANGERS (PACKAGE OF SIX) 000159 XYZCO01258
Y-CONNECTORS                 002478 ABCIN02744

The menu displays the item description, the stock number, and the Supplier
#.  To see all of the items, enter 'a' to begin alphabetically, or '1' to
begin with numerics, which are before alphabetical characters in the index.
Then use the menu gadgets to move around in the list of menu options.
Entering a search string will let you use the '*' for a wild card search.
For instance, *monitor* will search for any stock item with the letters
"monitor" in the description, and display these items in a menu for you to
choose from.  If you see the stock item you want, choose it by clicking
with the mouse to put it in the information box, and hitting Return or
clicking on OK.  You can also double click on the menu item and choose it
that way.

ENTERING A NEW STOCK ITEM

You will need to have already entered some inventory markups.  See the
section on ENTERING A NEW INVENTORY MARKUP in the Maintenance Form.

If you search for a stock item and don't see it, then you know it is safe
to enter it into the database.  Click on Cancel from any search menu.

Enter a New Item?

If you say Yes, you will see the Form blank and the field labeled Code will
open for you to enter the inventory code.  If the stock item you are
entering is a piece of software, for instance, and you previously set up
the Inventory Markups with a type of software with a code of 'S,' then you
would enter 'S' on the Form.  If you aren't sure of the code, then you can
enter what you think is right.  If Retail Escort can't find the code, it
will tell you so and give you a menu of Inventory Codes to choose from.  If
you cannot find the code in the menu, click on Cancel and you will leave
the new entry subroutine.  Once you have the code properly entered, the
type appears in the upper left corner and Retail Escort will automatically
assign the next stock item number.  Now you are in the Description field.
Enter the description of the stock item.  You can enter anything you like,
but try to make each item description unique.

Retail Escort will accept duplicate item descriptions, but looking them up
will be delayed because Retail Escort will have to sort them out and
display the duplicates in a menu each time.

If you make any mistakes entering the description, you can cursor back and
forth and use the delete and backspace keys to correct the errors.  Once
the description is completed, hit Return.  The next two fields will be the
Reorder Below and Maximum Level fields.  Reorder Below is the inventory
level below which you would want the item reordered.  Maximum Level is how
many you would want at one time.  You don't have to enter any amounts if
you keep a small inventory; this information will help Retail Escort prompt
you when items have to be reordered.  The next field to open is the Cost
field.  Here you enter the cost of the item, and then the Shipping cost to
obtain the item.  When you hit Return after entering the shipping cost, you
will see the Markup % and Profit fields fill in with the markup percentage
you entered in the Maintenance Form and the profit such a markup will
generate.  You will now be in the Price field, which will already hold a
preliminary price.  It has been calculated by adding together the Cost and
Shipping fields, calculating and adding the markup percentage, and then
rounding according to the method you chose in the Maintenance Form You can
edit this price; if so, you will see the Markup % and Profit fields change
accordingly.  Once you accept the price by hitting Return, you will see the
Markup % and Profit fields change.  Even if you don't change the given
price, it will change to take the rounding into account.  If you had Use
Part # toggled to Y for this markup, you will enter the Part # field.  Now
you will see today's date appear in the Date field.  You can now enter the
List price if you want.  Hit Return, and you can edit the date of entry and
hit Return.  All the stock item information entered during a new entry
subroutine will save automatically.  If you already had a supplier in the
Form when you started entering the new stock item, you would be asked about
the supplier you want linked to the stock item.

Is This Supplier the Source of the Item?

If not, or if there was no supplier in the Form when you started entering
the new stock item, you would get the Find/New (Supplier) requester.  You
can choose a supplier or enter a new one with these requesters.  See
ENTERING A NEW SUPPLIER for further information.  If you Cancel this
requester, the new entry subroutine will end.  The stock item will be in
the database without a supplier.

EDITING THE STOCK ITEM INFORMATION

After you have entered the stock item information, you can edit it by
clicking on the field.  Editable fields will open up, and read only fields
will give you a requester.  If you get no response to your click, this
indicates the field is not able to be edited.

Type & Code is edited by clicking on the editable field labeled Code.
Remove the code already there by using the delete key or Ctrl-X.  Enter the
new code and hit Return.  If the code exists, you will get a requester
asking about the alternate suppliers.

(Alternate Supplier) Keep Alternate Supplier Information?

If you wish to keep the alternate supplier for this item, answer Yes.  If
you answer No, all alternate suppliers will be cleared.  With either
answer, you will see the new Type appear.  All changes will be
automatically saved.  If Retail Escort can't find the code, it will tell
you so and give you a menu of Inventory Codes to choose from.  If the old
code has the same markup as the new code, there will be no further changes
made.  Otherwise the price will be recalculated and the cursor will appear
in the Price field to allow you to edit if necessary.

Minimum price will not be activated if you click in the price field and
edit it.  Minimum price for a markup will only be considered when entering
a new stock item or editing the cost of a stock item.

Ask SN is a toggle that will toggle from Yes to No regarding whether or not
the stock item will have a serial number showing when invoiced.  This is
set by Inventory Code, but you can change the individual stock items on the
Stock Form.

DUPLICATE STOCK ITEM

Stock #, the label and field, can be clicked on to duplicate a stock item.

(stock item) Duplicate This Stock Item?

If you answer Yes, everything pertaining to this stock item will be
duplicated on screen.  The cursor will appear in the Description field for
you to edit the stock item description.  Try to make each item description
unique.

Retail Escort will accept duplicate item descriptions, but looking them up
will be delayed because Retail Escort will have to sort them out and
display the duplicates in a menu each time.

If you make any mistakes entering the description, you can cursor back and
forth and use the delete and backspace keys to correct the errors.  Once
the description is completed and you hit Return, you will be in the Reorder
Below and Maximum Level fields.  Edit these fields to reflect the
requirements of the new stock item.  The Cost, Shipping, Price, List, and
Date fields will all have the cursor appear in them for editing purposes.
You will then be asked if the present supplier is the source of the item.
Answer Yes to keep the same supplier, or No to choose or create a new
supplier.

EDITING INVENTORY LEVELS

In Stock, the label and field, will edit inventory levels for an item.

Inventory levels can only be changed if the operator has a level 3
clearance.  Otherwise a level 3 password must be entered.  This password
will only allow the inventory to be edited this one time.  After that, the
password level returns to the original setting.

You will be shown a requester with the present in stock amount in the
information box.  Edit this amount and hit Return or click on OK to change
the in stock amount.  Cancel will make no changes.  To change the stock
item Description, click on the field and use the cursor, backspace, and
delete keys to edit the description.  When you hit Return the item will be
checked for any items of the previous description that are in transit on
the Track Form.  If so, the description on the purchase orders will be
updated.

ALTERNATE SUPPLIERS

Alternate is the label for the primary Alternate Supplier #.  If you change
the supplier the old Supplier will automatically become the primary
Alternate Supplier for that stock item.  You can click on the label
Alternate or the field for the Alternate Supplier # to see a menu of all
alternate suppliers for this stock item.  The word NEW is already entered
into the information box.  To enter a new primary Alternate Supplier, click
on OK or hit Return.  You will see this requester:

Change ALTERNATE Supplier Information.  Enter Letters, Search String or
Supplier Number.

Enter the information you want to search for and choose the supplier that
will become the new primary Alternate Supplier.

To delete all the alternate supplires, enter the word NONE in the
information box and hit Return.

To choose other options for alternate suppliers, choose the supplier from
the menu, and choose an option:

ADD an Alternate Supplier - works the same way as NEW.

DELETE This Alternate Supplier - removes alternate supplier from list.

Switch This Supplier to PRIMARY - makes the chosen alternate supplier the
primary alternate supplier.

UPDATE to Primary - makes the chosen alternate supplier the primary
alternate supplier and makes date today's date.

VIEW ALL Alternate Suppliers - back to the list.

EDITING REORDER LEVELS

Reorder Below and Maximum Levels are fields which hold order information
for each stock item.  You can click on the editable fields and edit the
amounts shown.  After hitting Return in both fields the changes will be
saved automatically.

EDITING COST & PRICES

Cost or Shipping can be clicked on to open the editable field.  Once you
have hit Return in both fields you will activate computations that will
adjust the Markup percentage and the Profit.  The cursor will then appear
in the Price field for you to edit the new price or accept by hitting
Return.  The Date field will update to today's date.  Be sure to hit Return
all the way to the Date field, until there are no more editable fields open
on the Form.  This will activate the automatic save.  Clicking on the Price
field to edit the price will adjust the Markup percentage and the Profit.
You will then hit Return through the list price and the date to save the
changes.  You can edit the List price and the Date without changing any
other fields.  To automatically save the changes, hit Return in both fields
until the background color no longer opens up on the Form.  After changing
Cost, Shipping or Price, you will be asked if you want to keep the present
supplier.  Retail Escort thinks that changing the price often corresponds
with a change in supplier, so is allowing you this shortcut.  Simply hit
Return to answer Yes, and you will keep the same supplier.  If you answer
No, you will be given a requester to change the supplier.

In the Supplier section, the lower part of the Form...  After making
changes in an editable field, click on the SAVE button.  It is only
automatic after hitting Return in the first and last fields, labeled Name
and Line.

FINDING A SUPPLIER

The Find/New button for Suppliers is in the lower right corner.  It has the
same requester, with the same functions, as the one you see at the end of a
new stock item entry.

Enter First Ten Letters of Supplier Name, Search String, or Supplier #:

You can enter the Supplier #, the beginning letters of the supplier name,
or a search string.  If you have entered the beginning letters of the
supplier you are searching for, you will get a menu with the first item
that begins with those letters appearing at the top.

Choose Supplier:

ABCIN02744 ABC INCORPORATED 212-555-9877
CKBIN00741 C K B INDUSTRIES 314-555-6121
XYZCO01258 XYZ COMPANY      800-555-1234

The search string will let you use the '*' for a wild card search.  For
instance, *widget* will search for any supplier with the letters "widget"
in the name, and display it in a menu for you to choose from.  If you see
the supplier you want, choose it by clicking with the mouse to put it in
the information box, and hitting Return or clicking on OK.  You can also
double click on the menu item and choose it that way.  You can also enter
the number of the supplier to have it displayed in the Form.  You need to
enter the entire ten letter/digit number.

ENTERING A NEW SUPPLIER

If you don't see the supplier you want, then you know it is safe to enter
it as a new one, so click on Cancel from any menu.

Enter a New Supplier?

If you say Yes, the Form will blank and wait for you to enter the supplier
information.  After you have entered the name of the supplier you will see
the Supplier # being created on the right.  The Supplier # is a combination
of the first five letters of the supplier name, excluding spaces, commas,
or punctuation, and a unique five digit number that is the next in the
sequence from the last supplier entered.  Then enter the address,
telephone, and extension numbers, and the names of your contacts there.  If
you wish to enter additional telephone numbers, you can after completing
the new supplier entry.  You might also want to make notes of the line of
products this supplier provides.  Once the supplier information is entered
in a new entry subroutine, Retail Escort automatically saves.

PHONE NUMBERS FOR SUPPLIERS

You can have unlimited phone numbers, with accompanying extension and
contact fields, for each supplier.  Use the VCR buttons between the labels
Phone and Ext to move from one phone number to another for a single
Supplier.  When you use the small Phone VCR buttons it does not affect any
indexes you have set for the main VCR panel at the bottom of the screen.

While the Phone VCR buttons do not affect your indexes, using the main VCR
panel might move to another supplier and the phone number would change.

To edit phone number information, click on the field and make your changes,
then click on the Save button to save them.  See the next section, Supplier
Options, for more phone number options.

SUPPLIER OPTIONS


You need to have a supplier showing in the Form.

You can choose from the following:

Change Top Phone Number - will make the phone number showing for this
supplier the top phone number for the supplier.  This phone number will
show in requesters and will be the one to appear when you choose a supplier
with Find/New.

Default Shipping Info - You can designate a default shipping method that
will appear in the purchase order requesters when creating a purchase
order.  If the shipping method is COD, you will be asked for a check or
cash COD option and that will be part of the default shipping method for
this supplier.  You can also enter a default number of shipping days and
default shipping cost.

Delete Phone Number - Deletes the phone number showing in the Form.

Duplicate Phone Number - Duplicates the phone number and lets you enter new
ext and contact information.  The new phone number will be at the end of
the list.

Enter New Phone Number - Enter new phone number and its ext and contact
information.  The new phone number will be at the end of the list.

Edit Account Number - makes changes to the account number of the supplier.

Edit Account Terms - makes changes to the account terms of the supplier.

Edit/View Credit Cards - shows a requester of the current credit cards on
file for use on purchase orders.  Choose a credit card from the menu and
you can edit any changes or delete the card.  Cancel to enter a new credit
card.

Edit/View Remit To Info - lets you edit any Remit To information for the
supplier.  Some companies ask for payments to go to a third party or a
different address from the supplier's order address.  Choose the Remit To
option to see this requester:

Remit To Information for THIS COMPANY
YES to Enter/Edit Payee, NO to Delete One.

If you answer Yes, any already entered Remit To Payees appear in a menu for
you to choose from.  If there are no Remit To Payees, you will see a series
of requesters to enter name and address information.  If there are Remit To
Payees, you can choose one to edit, or Cancel to enter a new one.  If you
have more than one Remit To Payee, you can choose which one will appear on
the check at the time the check is made.

Go to Payable Form - takes you to the Payable Form with the supplier
showing in the Form.

Print Credit Card List - prints a list of all credit cards for purchase
orders.

Print Phone Number List - Prints a list of phone numbers for the supplier
showing in the Form.

HOUSE ACCOUNT

You can make any supplier a house account by toggling the label House
underneath the Find/New Supplier button.  A house account doesn't need
payment on any purchase orders created with that supplier.

EDITING THE SUPPLIER INFORMATION

If you need to change the name of the supplier, click on the Name field and
make the needed changes.  Now hit Return, and you will see the Supplier #
change if you changed any information it uses.  You can edit the supplier
information by clicking on the field.  You can activate an automatic save
by hitting Return to and through the the Line field.  If you are not
activating one of these saves, be sure to click on the SAVE button to save
your changes.


Always hit Return after editing the supplier name.  This will activate the
hidden button that updates the Supplier # throughout the Forms.

LINKING STOCK ITEMS WITH SUPPLIERS

The Change button is used to link the stock item and the supplier together.
When you click on it, you will see the same requester you see at the end of
a stock item entry or when you click on Find/New for Suppliers.

Enter First Ten Letters of Supplier Name, Search String, or Supplier #:

This button can be used to link stock items and suppliers when those
records were entered separately, or to change the supplier for a stock
item.  The supplier you choose with the requesters will become the
presently linked supplier for that stock item.  If there was a previously
linked supplier, it will become the alternate supplier.

PRINT/EXTRA

Most reports go to screen or printer.  If a report ends in a *, it will
print to disk.

Price Cycle Reports- All Suppliers- prints a report according to a markup
type that will show all prices past their cycle.  This is for all
suppliers.

Price Cycle Reports- This Supplier- prints a report according to a markup
type that will show all prices past their cycle for the supplier currently
selected.

Price List, By Type Code and Price List, By Type Code*- allows you to
choose up to seven inventory type codes for a special price list.  A list
of type codes will cycle as you choose them, with the chosen codes listed
at the top of the requester.  Cancel to make the report.  It can be for all
items or in stock items only.

Price List, With List Prices - will print the price list to the printer.

Price List, With List Prices* - will create an ASCII text file of your
price list.  The company name is automatically entered into the header of
the price list, but the entire price list is editable.  There is a file
called pricebot.txt in the Retail Escort directory.  This is the ending
text of the price list.  You can load this file into any text editor or
word processor that can save as ASCII text.  You can enter whatever you
like as the bottom of the price list; your store address and hours of
operation, ordering information, or a friendly holiday message.  You can
change it as many times as you like.  Just be sure to save it as ASCII
text.  The price list itself is called price.txt and can be imported into a
word processor or desktop publishing program.

Price List, With Stock #'s - the price list with stock numbers and prices.

Remove Items from Price List by Date - will give you a date requester:

Out of Stock Inventory, Older Than Date Entered, Will Lose Date and No
Longer Appear on Price Lists.

Enter the date and the stock items with a zero inventory and older than
that date will have its date removed and an N appear next to the label List
on the Stock Form.

Reorder List By Distributor - find all items that need to be ordered, by
one distributor or all items needing reordering.  Search & Replace Stock
Description - You can search and replace a word or words in your stock
descriptions.  For example, your supplier might tell you that the name
MOM'S PIES has now been changed to GRANDMA'S PIES.  You might have twenty
pies in your price list, and each of them a different flavor; MOM'S APPLE
PIE, MOM'S CHERRY PIE, MOM'S STRAWBERRY RHUBARB PIE, and so forth.

Enter the text you wish to search for in the first requester:

Enter Search String:  Replace With:  (MOM'S) (GRANDMA'S)

Once you have clicked on OK or hit Return, Retail Escort will find all the
items that contain the search string and replace it with the replacement
string.  If any new stock description is now too long, it will appear in a
requester for you to edit:

New Stock Description Too Long:  --------------------------------
(GRANDMA'S SPECIAL PECAN PRALINE PIE)

You can see that this stock description is three characters too long,
because the dashes show how long it should be.  Edit the description to fit
and click on OK or hit Return, and Retail Escort will go on to the next
stock item.  At the end of the search & replace subroutine you will be
asked:

Update Stock Descriptions for In Transit Purchase Orders?

Answering Yes will complete the operation for stock items in purchase
orders that are still in transit, answering No leave them as originally
ordered.

Single Price, List, Description Order - a price list with list prices only.

Single Price, Price, Description Order - a price list with selling prices
only.

Single Price, List, With Quantities - a price list with list prices only
that shows the quantity in stock.

Single Price, Price, With Quantities - a price list with selling prices
only that shows the quantity in stock.

With Quantities - print an inventory list with amounts shown in inventory
and on order.  It shows the stock item, the amount in stock, when it was
last updated, and the amount on order.  You have a choice of Stock # or
Description Order.

With Costs - print an inventory list with the cost and price totaled.  It
shows the stock item, the amount in stock, the cost, and the value, which
is the cost multiplied by the amount in stock.  You have a choice of Stock
# or Description Order.

Unlisted Inventory Stock #'s - a report of all stock items that have an N
next to the list label.

NON-LISTED STOCK ITEMS

When you click on the label List to toggle listed to a non-listed stock
item, you will see this requester:

Do You Want to Remove This Item From Product list?  Date Field Will Become
Blank.

When a stock item becomes non-listed, it will blank the date field.  This
is so all the non-listed items can be easily found by using the Date index
button.  Those items without a date in the date field, such as non-listed
items, will appear first.  You could then edit these into a new stock item
and reuse the stock number.

If you are editing a non-listed item while the stock form is in Date index
order, click on the Date index button to shut off the indexing.  This way
the item will still be on the screen when you have finished editing.
Otherwise, as soon as you change the date Retail Escort will place the
stock into the proper date order and show you the next stock item that
doesn't have a date.

If a non-listed item is showing in the Form, and you click on the label
List, you will see this requester:

Do You Want This Item to Appear in Product List?  Date Field Will Not Be
Affected.

If there is already a date in the date field, it will not change.

PURCHASE ORDERS



This tutorial will teach order handling skills.



You will need to have already entered stock items.  See the section,
ENTERING A NEW STOCK ITEM, above.  You cannot order bundles.  See page 5xx
for Bundles.

Use the Order button to order items from suppliers.  If the supplier has a
current, open purchase order, the purchase order number will appear under
the Supplier #.  If there is a current purchase order for this supplier,
you will see:

Current PO # 3720 -- Due 2/08/97 CC-UPS-G
YES for This PO, NO for Other PO Options.

Other PO Options are creating a new PO or choosing another.

If there is no current purchase order assigned, you will see:

No Current PO for This Supplier.
YES to Create a New PO, NO to Choose Another PO.

Answering No will let you choose from a menu of open POs for this supplier.

If you decided to create a new purchase order:

Date Of Purchase Order:
Ship Date Of Purchase Order:

Enter the date of the purchase order.  Today's date is in the information
box.  If you don't want to create this purchase order after all, you can
Cancel.  Accept the date with OK or Return, and the purchase order date you
entered will appear as the shipping date.  If you Cancel from this
requester, there will be no shipping date entered.  You will have one more
chance to cancel the purchase order before it is created.

How Shipped?  CANCEL for Direct Stock/NO PO.

This is a menu of shipping methods.  If you Cancel, the stock item or items
can be added directly to the stock.  You would use this option if you
received the item as a hand delivered item or it was produced in your
store.  Or you can Cancel the PO.  Otherwise, you would choose a shipping
method from the methods you entered into the Maintenance Form.  If the
shipping method is designated as a backorder, the number of items on
backorder will appear on the Form after ordering.

If you do not see the shipping method you are using, you can enter it into
the information box and it will become part of your shipping methods the
next time.

If you choose Direct Stock, the item will go directly into inventory and no
purchase order will be made.  After you have entered a shipping method:

Enter Days Before Arrival or Date:  CANCEL for No Date.

This requester is for the projected arrival date.  You can enter a date or
enter a number for the number of days from today this purchase order will
require.  If the arrival date is not specified, you can Cancel to have no
date.

PAYMENT OPTIONS FOR PURCHASE ORDERS

If the shipping method begins with COD, you will see a requester that lets
you indicate how the COD is being paid, by cash or check.  This will help
you decide how much cash you need to have or what balance you must have in
your business account.  If the shipping method begins with CC, you will a
menu of credit cards on file for your use.  Choose the card that will be
used to pay for this purchase order.  If there are no credit cards on file,
you will be asked to enter one.

After the PO & Payment Options...


(stock item) # of Items to Order, CANCEL for None.

If there is a negative inventory for these items or the reorder function
has been activated because inventory levels have been set, then there will
be an amount in the information box.  You can enter or edit the number of
items you are ordering.  If you don't enter any items, the purchase order
will still be open and current for this supplier.

Current PO Total is $50.00 Shipping Amount:

If you know the shipping amount, you can enter it here.  You will only be
asked when the first item is ordered.  After the PO is completed you can
also enter the shipping amount in the Purchase Order Form.

The purchase order is now complete.  You will see the current PO # appear
beneath the Supplier #.  All of the shipping and arrival information is
stored with the purchase order.  The shipment will can now be viewed on the
Track Form by clicking on the Purchase Order # (not the label) showing in
the Form.


END OF TUTORIAL

ORDERING A STOCK ITEM

If you click on the Order button while there is a current purchase order
showing for the supplier, the requester will read:

Current PO is 1015.  Use for This Order?  Shipping OC-UPS-3D -- Due 6/28/94

If you answer Yes, you would only have to enter the number of items that
will be added to the purchase order.

Number of Items Ordered:  CANCEL for No Order.

If there is a number already showing in the information box, this indicates
that there might be a negative amount in the In Stock field, indicating
that you have invoiced items that are not in stock.  If the amount on order
already is not sufficient to cover the invoiced items, this number will
appear in the information box.  Another consideration is if you are below
the reorder amount that you have set for this item, and the amount on order
already is not sufficient to cover the reorder amount.  In such a case the
number needed to bring the stock up to the Maximum level will be added to
the information box.  You can accept the suggested number, or Clear the
information box and enter the number you are ordering.  Cancel to not add
this item to the purchase order.

EDITING THE PURCHASE ORDERS

To edit any purchase orders, click on the label PO #.  You need to have a
supplier showing in the Form, so Retail Escort knows which supplier's
purchase orders you want to work with.

If you click on the field PO # while there is a current purchase order
showing, you will move to the Purchase Order Form, with the current
purchase order showing in the Form.

Current PO Is 1015.  Shipping OC-UPS-3D -- Due 6/28/94

Create New PO - This option will take you to the same new purchase order
subroutine that you can access from the Order button.

Change Current PO - You can select a different current purchase order from
the menu of purchase orders for this supplier.

Current PO is 1016.  Select a Different PO:

1015 6/25/94 6/28/94 OC-UPS-3D
1017 6/26/94 6/28/94 BACKORDER

The menu shows the PO #, the date of the purchase order, the arrival date,
and the shipping method.  Choose the purchase order by double clicking on
it, or click on your choice to place it in the information box and then
click on OK.  You will see the current purchase order change in the field.
If there are no other purchase orders, this requester will appear:

No Other Purchase Orders For This Supplier.  Make a New Purchase Order.

Close a PO - You will see a menu of open purchase orders to close.

Current PO is 1016.  Select a PO to CLOSE:

1015 6/25/94 6/28/94 OC-UPS-3D

Make your selection.

CLOSE PO # 1016 for BRONSON MANUFACTURING dated 6/25/94 shipping OC-UPS-3D?

If you answer Yes the purchase order will be closed.

Purchase orders can be opened, edited, and closed until the purchase order
has arrived and been completely checked in with the Track Form.  Once the
purchase order is finalized, it will no longer appear in the menus.

Edit Any PO for Supplier - Chose a purchase order from a menu and it will
appear in the Purchase Order Form.  You can edit the arrival date, create
backorders, and check in the purchase order, and run reports.

Edit Current PO - While there is a current purchase order showing, you will
move to the Purchase Order Form, with the current purchase order showing in
the Form.

Click on the field PO #, which shows the current PO #, for a shortcut to
the Purchase Order Form that brings along the current purchase order.

Edit Open PO, Not Current - You will see a menu of open POs that are not
the current PO.

Open Closed PO - You will see a menu of closed purchase orders to open.

Current PO is 1016.  Select a PO to Open:  1015 6/25/94 6/28/94 OC-UPS-3D

Make your selection.

OPEN PO # 1016 for BRONSON MANUFACTURING dated 6/25/94 shipping OC-UPS-3D?

If you answer Yes the purchase order will be opened.  You can then add new
ordered items to it.

Pick PO & Go To Orders - This is the same menu as the Orders button shows
on the Main Menu.  Choose the purchase order and it will be in the Purchase
Order Form when you are taken there.

Print PO for Supplier - Prints a list of items from a purchase order chosen
from a menu of all purchase orders for this supplier.

View ALL POs for Supplier - Takes to you to the Purchase Order Form and
lets you use the VCR panel to scroll through all the POs for the supplier.

View ANY PO by Number - Enter the number of the purchase order you wish to
see in the Purchase Order Form.

View ANY PO by Supplier - Shows a list of purchase orders by the supplier
showing in the Form.


Bundles


Changes to Bundles are automatically saved.


CREATING A BUNDLE

You will need to have already entered an inventory markup with a bundle
designation of Y.  See the section on ENTERING A NEW INVENTORY MARKUP in
the Maintenance Form.

Click on the find/new button to make sure no one else has entered the
bundle.  Cancel from the inventory item menu.

Enter a New Item?

If you say Yes, you will see the Form blank and the field labeled Code will
open for you to enter the bundled inventory code.  If you aren't sure of
the code, then you can enter what you think is right.  If Retail Escort
can't find the code, it will tell you so and give you a menu of Inventory
Codes to choose from.  If you cannot find the code in the menu, click on
Cancel and you will leave the new entry subroutine.  Once you have the code
properly entered, the type appears in the upper left corner and Retail
Escort will automatically assign the next stock item number.  Now you are
in the Description field.  Enter the description of the bundle.  You can
enter anything you like, but try to make each bundle description unique.

Retail Escort will accept duplicate bundle descriptions, but looking them
up will be delayed because Retail Escort will have to sort them out and
display the duplicates in a menu each time.

If you make any mistakes entering the bundle description, you can cursor
back and forth and use the delete and backspace keys to correct the errors.
Once the description is completed, hit Return.

The next two fields will be the Reorder Below and Maximum Level fields.
Reorder Below is the inventory level below which you would want to reorder
a bundle.  Maximum Level is the most you would want at one time.

If you use the Reorder button, Retail Escort will show bundles that need to
be ordered, but you cannot order a bundle.  You can only order bundle
items.

Once you have completed the inventory level fields, the Form will move to
the bundle section.  Add items to the bundle by editing the new, empty,
bundle.

EDITING THE BUNDLE

You can access the Bundle Form by clicking on the Bundle label or field
while the Form shows a bundle.


The Bundle Form can only be accessed from the Stock Form when there is a
bundle showing in the Form.

Add bundle items to a bundle by clicking on the Add Items button, or by
clicking on the blank lines beneath the bundle information.

Enter First Letters of Description, Search String, '/######' for Stock
Number, '/##' for Invoice Option.

Bundles can contain inventory items or invoice options.  If you choose an
inventory item, the requester will read:

MONITOR CABLE Add This Item to Bundle?

Answer Yes, and

MONITOR CABLE How Many of This Item?

Enter the quantity of this bundle item that each bundle will need in the
information box, and click on OK or hit Return.  The item becomes a bundle
item of the bundle on the Form.  If you Cancel, no item will be added to
the bundle.

To choose an invoice option, either use the '/' to choose an invoice option
from a menu, or enter the invoice option with its number, such as '/15'.
Once an invoice option has been chosen, requesters will ask for information
according to the parameters set in the Maintenance Form, the same way you
would add the invoice option to an invoice in the Invoice Form.

Description of this Option?  HOURLY INSTALLATION CHARGE

HOURLY INSTALLATION CHARGE Price of This Option:

HOURLY INSTALLATION CHARGE Quantity of This Option:

When you have entered all the information for this invoice option, it
becomes a bundle item of the bundle on the Form.  Pricing for the bundle
changes dynamically as each bundle item is added.  Cost, Shipping, Markup%,
Profit, and Price are calculated as in the Stock Form.  They cannot be
edited in the bundle section of the Form, but you can edit them as you
would any inventory item in the Stock Form.  Edit the quantity of the
bundle items by clicking on the quantity you wish to edit.  Pricing will
change to reflect the edit.  Delete a bundle item by clicking on the
description.

MONITOR CABLE REMOVE This Item From Bundle?

Answer Yes, and the bundle item will be deleted.  Pricing will change to
reflect the edit.

PAGING

The buttons marked with the number and arrows to the left of the Back
button provide a way to move through pages of bundle items.  The up arrow,
/\, will move back towards the oldest items added to the bundle, while the
down arrow, \/, will move forward to the items added more recently.  You
can edit any bundle item showing on the Form.

REPORTS

The Reports button sends reports to printer or screen.

All Bundles - shows the markup code, description, stock #, date last
edited, and price for every bundle.
This Bundle - Alphabetical - the bundle items in alphabetical order, with
the price of the bundle.
This Bundle - Stock # - the bundle items in stock # order, with the price
of the bundle.
This Bundle - Alphabetical - Costs - the bundle items in alphabetical
order, with the cost of each item listed.
This Bundle - Expense - Costs - the bundle items in cost order from highest
to lowest, with the cost of each item listed.
This Bundle - Stock # - Costs - the bundle items in stock # order, with the
cost of each item listed.

To go back to the Stock Form, click on the Back button.

ERASING STOCK OR SUPPLIERS

The Erase button can delete stock items or suppliers.  You do not have to
have the stock item or the supplier showing in the Form at the time you
click on the button.

YES to Delete an Stock Item, NO to Delete a Supplier.

You can answer Yes to delete a stock item, No to delete a supplier, or
Cancel to not delete anything.

Yes, to delete a stock item, will give you the stock item requester so you
can find the item you wish to delete.  You can Cancel out of this requester
to not delete anything.  Once you have selected a stock item for deletion,
you will see the item in the Form and also see the name in the requester
that asks if you wish to delete this item.  Only by answering it Yes will
you delete the stock item.  This will create a gap in the stock numbers.
An alternative to deleting the stock item would be to enter a new item in
its place.  You can change the code, the description, and the pricing.  No,
to delete a supplier, will follow the same procedures with requesters for
the supplier.  Deleting a supplier will also leave a gap in the supplier
numbers, but it will be less obvious because of the mixed nature of the
supplier numbers.  As with the stock item, you can simply type over the
outdated information to create a new supplier without creating a gap.  When
you create a new supplier in this way Retail Escort will update all the
stock items with that Supplier # to reflect the new Supplier #.

RETURNING STOCK

The Return button returns items to suppliers.  When you click on the
button, you have four choices of the type of return you will be making:

Return From Stock - No Replacement
Return From Stock - With Replacement
Return NOT From Stock - No Replacement
eturn NOT From Stock - With Replacement

Your choice will determine if the return will be deducted from the
inventory and if a replacement will be made.



If there is an open PO for this supplier that you can add this return item
to, it will be displayed.  If there are none, you will goto the date
requester.

Select a Return PO to Add an Item, CANCEL to Create New Return.

If you need to create a new Return PO, you have three choices:

Customer Warranty - Not From Stock - This will not deduct the item from
your inventory, and will create an RMA to send back the item.

Return Item - From Stock - This will deduct the item from your inventory,
and will create an RMA to send back the item.

Warranty Replacement - From Stock - This will deduct the item from your
inventory, and will create two Return POs, one for the item going back, and
one for its replacement.


(stock item) Enter Date to Return This Item.

You will see the name of the item you are returning and today's date in the
information box.  If you don't want to return this item after all, you can
Cancel.  Edit the date, if desired, and click on OK.

Return Authorization Number:  CANCEL for '####R'.

You can enter an RMA that will become the Purchase Order #, or you can
Cancel to have a default PO#, such as, 1012R.

How Will RETURN Be Shipped?  CANCEL for Crossship.

If the item is being replaced, you will next be shown a menu of shipping
methods.  If you Cancel, the shipping method would default to "CROSSSHIP."
Otherwise, you would choose a shipping method from the methods you entered
into the Maintenance Form.  If you do not see the shipping method you are
using, you can enter it into the information box and it will become part of
your shipping methods the next time.  Remember to enter the shipping method
with the first three letters being COD if the item is being shipped COD.
This will enable the reports in the Track Form to pick up information
properly.  If the item is being shipped COD, the next requester will ask
you if it must be paid for by check or cash.  Answer Yes or No to let
Retail Escort know.

Enter Days Before Arrival or Date:  CANCEL for No Date.

The next requester asks for the projected arrival date.  You can enter a
date, or enter a number for the number of days from today the shipment will
require.  If you don't know, you can Cancel to have no date.

Comments for Purchase Order:

If you have the Comment toggled to N in the Shipping Methods section
Maintenance Form, you will not see the requester for the comment.  You can
view and edit it in the Purchase Order section of the Track Form.

Number of Items Returned:

Enter the number of stock items returned on the Return Purchase Order.

This will complete the return item subroutine.  The shipment or shipments,
depending on whether or not you are getting a replacement, will now appear
on the Track Form.

This arrangement is designed to accommodate repair and replacement services
that will be shown on your price list, yet do not really affect your
inventory since what you are selling is something that is not an item in
inventory.  You could handle this type of service in Inventory Options
exclusively, since they do not affect the inventory when invoiced.


SHORTCUT TO THE TRACK FORM

Clicking on the Track button is a shortcut that takes you directly to the
Track Form.  If the Track Form requires a higher password level than the
present level, the password must be entered before the Track Form appears.
Otherwise, the button will not work and the user stays in the Stock Form.
The information showing in the Stock Form will be remembered if you use the
Track button to go to the Track Form.  You will see the stock number that
was showing in yellow at the top of the Track Form.  Click on it to clear.

CHANGING THE INDEXES

The middle part of the Stock Form is taken up by a row of buttons with
check boxes beside them.  These buttons let you control the index order
that the Form will display in, and also let you filter data so you can work
more efficiently.  The presence of a checkmark in a check box will indicate
what button or buttons are presently controlling the Form.

CHECKMARK BY DESCRIPTION

The stock items are in alphabetical order by item description.

You can activate this button by clicking on it or by looking up a stock
item with the Find/New (Stock) button.

CHECKMARK BY STOCK #

The stock items are in numerical order by stock number.

You can activate this button by clicking on it.

CHECKMARK BY SUPPLIER

The stock items are in alphabetical order by Supplier #.

Using the VCR buttons will move the stock items through the Form in this
order so you can observe the stock items grouped by supplier.  For
instance, if the supplier showing is XYZ, and you activate the supplier
checkmark, Retail Escort will show the first item this supplier offers, and
by using the Select Next or Fast Forward buttons on the VCR panel, you can
see all the items offered by XYZ before you starting seeing the items
offered by YZX.  You can activate this button by clicking on it.

CHECKMARK BY REORDER

The stock items are in the order indicated by the other checkmarks, either
by description or by supplier.

This button can be activated along with other buttons.  If you have the
Description Index or Stock # Index button activated when you click on the
Reorder Index button, then the Form will still be in that order but the
only stock items that will show will be those items that need ordering.
Items that need ordering would be those items that have a negative amount
in the In Stock field or a stock level that is below the Reorder Below
level.  If there is an amount On Order that will put the stock item out of
the Reorder range, then that item will not appear.  This will give you a
general picture of the inventory needs of your business.
There is a more specific use.  If you have the Supplier Index or the
Find/New (Supplier) button activated when you click on the Reorder Index
button, then the Form will show the stock items that need ordering in for
only the supplier showing in the Form when you clicked on the Reorder
button.  Now you can call a supplier and move through the items that need
ordering from that supplier.  When you reach the end of the file you know
that you have ordered all you need from that supplier.  You can choose a
new supplier with the Find/New (Supplier) button.  The Reorder button will
go off automatically.  You can click on the Reorder button again to find
the items that need ordering from the new supplier.  At any time you can
click on an activated Reorder button and the checkmark will go away and the
Reorder button will no longer be active.

CHECKMARK BY DATE

The stock items are in the order indicated by the other checkmarks, either
by description or by supplier.

This button can be activated along with other buttons.  If you have the
Description Index or Stock # Index button activated when you click on the
Date Index button, then all the stock items will be in date order.  If you
have the Supplier Index or the Find/New (Supplier) button activated when
you click on the Date Index button, then the Form will show the stock items
in date order for only the supplier showing in the Form when you clicked on
the Date button.  Now you can call a supplier and move through the items
that need updating from that supplier.  When you reach the end of the file,
or the dates begin to be more recent, you know that you have updated all
the items from that supplier.  You can choose a new supplier with the
Find/New (Supplier) button.  The Date button will go off automatically.
You can click on the Date button again to find the items that need updating
from the new supplier.  At any time you can click on an activated Date
button and the checkmark will go away and the Date button will no longer be
active.

CHECKMARK BY FIND/NEW (SUPPLIER)

The stock items are in alphabetical order by Supplier # in the Supplier
section.

Using the VCR buttons will move the Suppliers through the Form in this
order so you can browse through all your Suppliers.  Track Form


Changes to the Track/Purchase Order Form are automatically saved.

The Track Form shows you all the purchase orders in transit.  The far right
button, labeled Main Menu, will always close down the present Form and
bring you back to the Main Menu of Forms.  The day and date are shown at
the top of the Form.  This information is updated every time you edit an
item.  Above the date is the Stock # of the item showing in the Stock Form
when you chose another Form.  Click on it to clear, and return to a blank
Stock Form.  To view, edit or check in any of the purchase orders, click
anywhere on the purchase order line.

REPORTS

When you click on the Reports button you will see a menu of reports.

Choose the Type of Report:

Choose the one you want, or Cancel to leave the requester.

Send To Printer?

You can click on No to make the report print to the screen.  To stop a
report, click on the second VCR button, the one with a solid square.  This
will return you to the Track Form.  Each report shows the items on the
Track Form, but selected according to shipping method.

All COD's on Open POs (COD) all items shipped COD
All Prepaid on Open POs (PP) all items shipped PrePaid
Backorders on Open POs (BACKORDER) all items now backordered
COD Cash on Open POs (COD$) all items shipped COD for cash
COD Checks on Open POs (COD%) all items shipped COD for company check
Custom List - Choose Shipping all items shipped according to search string
On Credit on Open POs (OC) all items shipped On Credit
On Hold on Open POs (ON HOLD) all items shipped as ON HOLD
Invoiced Orders - On/To Order all items shipped as TO ORDER
Pick New Purchase Order choose PO from menu
Invoiced Orders - Checked In all items received & not delivered
PO's with Balances Due all PO's with balances due
PO's on Credit Cards/Balances Due all Credit Card PO's with balances due
PO's Due for Payment Now all PO's currently due for payments
To Order on Open PO's (TO ORDER) all items to be ordered
Reorder Report - Stock Items all stock items that need to be ordered
Search Open POs for Stock Item choose item for list of all POs containing
Track List - All Open POs all items now on Track Form

SHORTCUT TO THE STOCK FORM

Clicking on the Stock button is a shortcut that takes you directly to the
Stock Form.  If the Stock Form requires a higher password level than the
present level, the password must be entered before the Stock Form appears.
Otherwise, the button will not work and the user stays in the Track Form.
When you have a stock number showing in yellow at the top of the Track
Form, you can use the Stock button to return to the Stock Form the way you
left it.  Click on it to clear.

PAGING

The buttons marked with the number and arrows to the left of the Main Menu
button provide a way to move through pages of information on the Track
Form.  The up arrow, /\, will move back towards the oldest purchase orders,
while the down arrow, \/, will move forward to the newer purchase orders.
If you have edited a purchase order and been brought back to the first
page, you can enter the page number you were on by clicking on the button
with the numeral on it, which shows the present page.

Purchase Order Form

This Form can be accessed from the Stock or Track Forms.

Use the Main Menu, Stock, or Track buttons as shortcuts to these Forms.
The Purchase Order Form displays the current purchase order.  Edit the
arrival date or shipping method by clicking on the label or field.  Edit
the quantity of a purchase order item by clicking on the quantity.  Edit
the cost of a purchase order item by clicking on the cost.

CHECKING IN A PURCHASE ORDER

When you check in the completed purchase order, the purchase order should
show only the items that will be checked into inventory.  Move, backorder
or cancel any other items.

Click on the label or field for PO #.

CHECK IN This Purchase Order as Shown?

If you are ready and answer Yes, you can enter a date of arrival for the
entire purchase order.

Arrival Date:  CANCEL for No Check In.

Today's date will appear in the information box for you to edit or accept.
Cancel to not check in the purchase order.

Shipping & Handling Charge?  'T####' to Subtract from Total, CANCEL for No
Shipping Charge.

Enter the shipping and handling charge, if any.  You can enter a total for
the whole purchase order with a "T" in front of it; such as t419.20.  This
will signal Retail Escort to deduct the amount of the items from the total
amount and put the remainder on the purchase order as a shipping charge.
Cancel to have a shipping and handling charge of zero.  The items will be
checked into the inventory.  You will return to the Track Form.

MOVES, BACKORDERS, AND CANCELS

Click on the stock item to move, backorder, or cancel all or part of the
items.

Choose Option for ALPHA MONITOR CABLES ST45

BACKORDER Stock Item to Another PO CANCEL Stock Item from This PO MAKE New
PO and Move Stock Item MOVE Stock Item to Another PO

The requester will show the item you clicked on and you can choose the
appropriate action.

ALPHA MONITOR CABLES ST45 (method) How Many Items?

You can enter a number of items that is greater than the items in the
information box.  This new quantity will become the amount on order.  If
you asked to move or backorder to another purchase order, and Retail Escort
cannot find one, it will ask for shipping information to create a new
purchase order.  Enter the arrival and shipping method information as you
would in the Stock Form.  If Retail Escort found more purchase orders, it
would display them in the menu and you can choose the purchase order to
accept the transfer.  If Retail Escort finds that there already is a stock
item with the same stock number on the other purchase order, and the costs
are the same, then it will add the quantity to that purchase order item.
If the costs are different, you will choose which cost to keep for the
transfer item.

On PO# 1015, Item Has Cost of $2.00 - YES to Keep Both Costs.
On PO# 1216, Item Has Cost of $1.71 <- NO to Use This Cost.

If you answer Yes to keep both costs, then there will be two entries on the
purchase order for the same item, with different costs.

If the items you are transfering leave the purchase order empty, it will be
automatically canceled.  You will see the purchase order the items
transferred to, or you will be returned to the Track Form.


REPORTS

CANCEL This Purchase Order
MOVE All Items to Another PO

Print All POs for Supplier - Prints purchase orders in purchase order
number order for a supplier showing on the Form.

Print This Purchase Order - prints purchase order showing on the Form, with
all items and prices

Print Range of POs- prints a date or purchase order number range

View/Edit PO Comment - you can view or edit the comment with requesters.
When there is a comment on the purchase order, a light blue star appears
between the supplier number and name.  Click on it as a shortcut to
editing.

PAGING

The buttons marked with the number and arrows to the left of the Main Menu
button provide a way to move through pages of purchase order items.  The up
arrow, /\, will move back towards the oldest items added to the purchase
order, while the down arrow, \/, will move forward to the newer items added
to the purchase order.

GOTO OPTIONS

Click on the stock number area above the date and choose how you want to go
back to the Stock Form.

Clear Current Stock Number - return to a blank Form

Click PO Line & Go to Stock Form - go to Stock Form and show the stock item
clicked on

Enter New Current Stock Number - enter a Stock # to appear in the Form

Make PO Current & Go to Stock Form - go to Stock Form and make PO current
for supplier



Invoice Form

The Invoice Form is where you can enter your customer information and
invoices for these customers.  The far right button, labeled Main Menu,
will always close down the present Form and bring you back to the Main Menu
of Forms.  If you had a customer showing in the Receivable Form, or a
customer, (not a Quote Name,) showing in the Quote Form, you will see the
customer appear automatically in the Invoice Form.  To clear the Customer #
from the Main Menu, click on it and it will blank.  Now the customer Forms
will blank when you go into them.


In the Customer section, the upper part of the Form...  After making
changes in an editable field, click on the hidden save button in the
Customer # label or field.

FINDING A CUSTOMER

The button on the far left, labeled Find/New, lets you choose a customer
from the database.  The area at the top of the screen is used for
displaying the customer's name, address, and telephone numbers, for both
billing and shipping.

When you choose a customer with the Find/New button, the VCR panel is set
so you can browse through that customer's invoices in invoice number order.

Enter Customer Number, Name or Search String, '/?????' to Find Ship To, '/'
to Edit Ship To.

You can enter the full customer number, the first letters of the customer
name you are seeking, or enter information with the wild card '*' for a
search.  You can clear the information box with the Clear button.
Canceling this requester will cancel out of the customer search subroutine.
/ will let you choose a new Ship To, /jones will access the Ship To
Customers menu, beginning with Jones.

Your database will fill up quickly, and Retail Escort asking you the first
letters, though it might seem like an extra step at first, is really a
shortcut.  Without narrowing down your search, it might take a lot of
clicking through the menu to find a particular customer.

If you enter the first few letters of the customer name you are seeking and
press either the Return key or click the OK button, Retail Escort will
display a list of the customer names in the database, using the letters as
a starting point of the names shown in the menu.  In the menu for Customer
Name the information will look like this:

Choose Customer:

JONES01234 JONES, TOM      516-555-1234
LONGW02679 LONGWEAR, INC.  314-555-7890
TOMPK08544 TOMPKINS VIDEO  201-555-7455

If you entered a search string, such as *tom*, then Retail Escort will
display in the menu only the customers with 'tom' in the name.  This would
include JONES, TOM, TOMPKINS VIDEO, and THE TOMCAT CLUB.  If you entered
the customer number correctly, it would automatically be brought into the
Form.

HOW THE CUSTOMER # IS CREATED

When you enter a customer named JONES, TOM, you will get JONES01234 as the
customer's unique Customer Identification Number, or Customer #, as it is
labeled in the Forms.  Without it, Retail Escort would have trouble
identifying all the customers with common names such as Jones or Smith, and
so would you.  The Customer # is created by Retail Escort and takes the
first five letters from the customer name you entered on the screen.  For
first and last names, the best way to enter is as shown, JONES, TOM.  If it
is a company name, then you can enter it in the usual way, TOMPKINS VIDEO.
Generating the Customer # is done automatically, beginning with your entry
of a customer.  The use you will make of this Customer # will become clear
once you have more than one similar name in your database.  Most paper
generated by Retail Escort will have the Customer # on it, and by matching
this Customer # you can select the proper customer.

ENTERING A NEW CUSTOMER



This tutorial will teach customer entry skills.


If you Cancel from any search menu, you will be given the opportunity to
enter a new customer.

Enter a New Customer?

Answering Yes will blank the Form and open up the fields to enter a new
customer.  You cannot enter a new customer by simply typing on a blank
screen.  Never type anything on a completely blank screen.  Always make
sure that there is a customer showing on the Form before trying to change
or enter new information for that customer.


Enter the name of the customer, hit Return and you can continue on through
the fields.  After entering the address and the first phone number you can
enter an extension number for that phone number.  If you don't want to
enter a second phone number hit Return to skip that field, and you will
skip the second extension number also.  The extension field will also hold
text.  For example, you could enter HOME and WORK in the extension fields.

Entering the resale number(s).


After you have entered the billing information, you will be able to enter
the resale number, if any.

Resale Number?

If you enter anything into this requester, Retail Escort will not charge
tax.


Entering the GST and PST resale numbers.

After you have entering the billing information, you will be able to enter
the resale numbers, if any.

GST Number?/PST Number?

If you enter anything into these requesters, Retail Escort will not charge
tax in that category.

After entering the Resale information...


Do You Want the Shipping Information to be the Same as the Main
Information?

Answer Yes, and Retail Escort will copy the billing information to the
shipping information fields.  Answer No, and you can enter the shipping
information in the blank fields.

To Someone's Attention?

Here you can enter a name that will appear above the billing information
when the invoice prints.  Click on Cancel for nothing to appear in that
field.  When you are finished with the new customer subroutine, Retail
Escort automatically saves.

END OF TUTORIAL



EDITING SHIP TO CUSTOMERS

If you change the Ship To name, it is important to hit Return after
editing.  This will update the linking information.  When you hit Return
Retail Escort will also ask you about the Attn:  field.  You can Cancel out
of this requester if you don't want to make any changes.  If you edit other
fields of the Ship To customer information, be sure to click on the
Customer # to save these changes.  Edits made to a Ship To customer will
affect every invoice that has the same Ship To customer.

FINDING SHIP TO CUSTOMERS

To find a Ship To customer, click on Find/New.

Enter Customer Number, Name or Search String, '/?????' to Find Ship To, '/'
to Edit Ship To.

Enter a slash, '/' before the first letters of the Ship To customer you are
looking for.  The slash tells Retail Escort that you are looking for Ship
To customers instead of Bill To customers.  If you are looking for Fun
Enterprises, you would enter:  /fun

The next requester will show the Ship To numbers, names, and telephone
numbers.  The names at the top of the requester will begin with the letters
after the /.  You can also use wild cards, '*', to show only those Ship To
customers who contain the search string.  Click on the Ship To customer you
want, and it will come into the Form with its most recent invoice.  If you
Cancel, you will be able to enter a new Ship To.

CREATING A NEW SHIP TO

Suppose you have a customer, Video Distributing, showing in the Invoice
Form and you want to enter a new Ship To of Fun Enterprises.  Enter the
first letters of the Ship To with a slash in front of it.  If you don't see
the Ship To you are looking for in the requester with the names and
numbers, click on Cancel.

Use Video Distributing as Bill To?  CANCEL for No New Ship To.

You have a choice of Yes, to use the Video Distributing entry as the Bill
To, or No to choose a different Bill To customer.  If there was no Bill To
customer showing in the Form, you would go right into the Bill To customer
requester and choose a Bill To, then enter the Bill To information.  Then
enter the Ship To information.  When you have entered the telephone
numbers, a requester comes up for the Attn:  field.

To Someone's Attention?  CANCEL for None.

Once you have entered the information, or Canceled, the new Ship To
customer will automatically save.

EDITING CUSTOMER INFORMATION [!]

If you make a mistake while entering new information, and have already left
a field, you can use the mouse or cursor keys to return to the field and
correct the information.  If you are changing the customer name in the
billing section, this might also change the Customer #.  If it does, Retail
Escort will update the customer name in the Quote Names database if it also
exists there, to maintain consistency between all Customer names and
Customer #'s.  All other information, such as a change in the address, must
be made in both the Invoice and Quote Forms.


Always hit Return after editing the customer name.  This will activate the
hidden button that updates the Customer # throughout the Forms.

To save changes to editable fields in the customer information, hit Return
to get out of the field you were editing and click on the label or field of
Customer #.  To edit information that is not visible on the screen you can
click on the Exclamation Button [!] to bring a requester.

Choose Edit Option:
Copy 'Bill To' Info to 'Ship To'
Copy 'Ship To' Info to 'Bill To'
Edit Attn:  Field - 'Bill To'
Edit Attn:  Field - 'Ship To'
Edit Attn:  Field - BOTH
Edit/View Customer Credit Cards
Edit Customer Notes
Edit Customer's Order #
Edit Delivery Date
Edit Info:  - 'Bill To'
Edit Info:  - 'Ship To'
Edit Tax ID #'s
House Account = N
Make Label- 'Bill To'
Make Label - 'Ship To'
Make Payment on This Invoice
Open Cash Drawer - Ring Bell
Print Customer's Card Info
Print Customer's Cards (Unpaid)
Print Unpaid Invoice cards
Print this Invoice
SAVE Customer Info
Trade In Tax Handling
Undelivered Invoice Items
Undelivered/In Stock Invoice Item

Your edits will automatically save.

DISCOUNT STATUS

Discounts can be changed only if the operator has a level 3 clearance.
Otherwise a level 3 password must be entered.  This password will only
allow the discount to be edited this one time.

To edit a customer's discount status, you must look at the Customer #.  If
the customer has a discount on their account, you will see a light green
'*' on the screen to the right of the Customer #.  Whether the customer has
a discount and a star showing, or not, you will click on this space to
bring up discount information.

If the customer has no discount, the requester will read:

Customer Has No Discount.  Enter Discount for This Customer?

If the customer has a discount already, the requester will read:

Customer Has USER GROUP Discount Expiring 10/31/93.  Adjust Discount for
This Customer?

Answer Yes to either requester to see a menu of discounts to choose from.

Customer Has USER GROUP Discount.  Choose Discount:

Click on the discount you want to give to this customer.  If you want to
take away a discount, click on NONE.  If the discount you choose has no
expiration date, or you chose NONE, then the discount subroutine is
completed.  The light green star will appear if there is a discount on the
account.  If the discount you choose has an expiration date, the customer's
expiration date will be automatically computed from today and displayed in
the requester below.

Calculated Date of Expiration:  Edit or OK to Accept, CANCEL for None.

The date that appears will be calculated as the new expiration date, thus
making it easy to renew a customer's discount without overlaps or gaps.
You can delete this date and enter one of your choice.  If you Cancel this
particular customer will have no expiration date.

If the customer has no expiration date with a discount that would normally
have one, you can lose track of how long the customer has had this
discount.  Use the Discount report in the Report Form to check on such a
situation.  It shows customers by discount.  If most of the customers with
a particular discount have expiration dates, then the ones who do not will
stand out.


In the Invoice section, the lower part of the Form...  Changes are
automatically saved.

USING THE FIND FUNCTIONS

The Find button will let you choose from these options:

Choose What to Find:

Find Invoice by Number
Find Undelivered Invoices
Find Unpaid Invoices
Place in Customer # Order
Place in Invoice # Order
Print Invoices by Date Range
Search Attn:  Field - Bill To
Search Attn:  Field - Ship to
See Lines 11-27
See Lines 28-47
See Lines 48-64


This option will set the VCR panel for invoice number order.

Enter Invoice Number:

Enter an invoice number in the information box.  If you don't know the
number, or enter an incorrect number, you will be shown a menu of invoices.

Invoice Not Found.

0000001051 TOMPK08544 06/25/92
0000001052 LONGW02679 06/27/92
0000001053 JONES01234 06/30/92

This menu shows the invoice number, the customer number, and the date of
the invoice.  If you click on Cancel, you will return to the Invoice Form.

Find Unpaid Invoices

This option will set the VCR panel for invoice number order.

This option will set a filter on the VCR panel that will show only the
unpaid invoices, starting with the oldest.

If you always use the default date when creating an invoice, the invoices
will be displayed in date order as well as invoice order when you choose a
Find option.

You can use the VCR panel to browse through the data, paying off invoices
as you go.  Once an invoice is paid, it will seem to vanish as you move
away with the VCR buttons.  Use one of the other selection methods, such as
Find/New or Place in Invoice Order, to change the filter settings.

Find Undelivered Invoices

This option will set the VCR panel for invoice number order.

This option will set a filter on the VCR panel that will show only the
undelivered invoices, starting with the oldest.

If you always use the default date when creating an invoice, the invoices
will be displayed in date order as well as invoice order when you choose a
Find option.

You can use the VCR panel to browse through the data, marking invoices
delivered as you go.  Once an invoice is delivered, it will seem to vanish
as you move away with the VCR buttons.  Use one of the other selection
methods, such as Find/New or Place in Invoice Order, to change the filter
settings.  Place in Customer Order

This option will set the VCR panel for Customer # order.

This option will set a filter on the VCR panel that will put the Customer
#'s in alphabetical order.  You can use the VCR panel to browse through the
data.

Place in Invoice Order

This option will set the VCR panel for invoice number order.

This option will set a filter on the VCR panel that will put the invoices
in invoice number order, starting with the newest.  You can use the VCR
panel to browse through the data.

See Lines 11-27, See Lines 28-47, See Lines 48-64 will all take you to the
section of the invoice that displays those lines.

ENTERING A NEW INVOICE



This tutorial will teach line item entering skills.



You will need to have already entered a customer for this invoice.

When you have the customer you want to invoice showing in the Form, click
on the New button at the bottom left of the Form.  If you have indicated to
Retail Escort that you want to use Salesperson ID's, you will be shown a
menu of salespeople when you enter a new invoice.

Salespeople:
PAM
JOE
BUB

You can click to choose a salesperson from the menu, or type in the
initials if that is easier.  You can type in a three character salesperson
who is not in the database.  This will not add them to the ID's, nor will
they appear in the Commission report.  However, if you subsequently add
this salesperson to the database in the Maintenance Form, all of their
invoices are then eligible for calculation on the Commission report.  If
you entered default initials in the Maintenance Form, you will see them in
the information box.  The Clear button will clear the information box if
you want to enter different initials.

Cancel will leave the new invoice subroutine.



You cannot change the salesperson after entry.


Purchase Order Number:

If you entered a default purchase order in the Maintenance Form, you will
see it here.  The Clear button will clear the information box if you want
to enter a different purchase order number.  Cancel will leave the new
invoice subroutine.

Enter Date of Invoice:

You will see today's date in a requester for the date of the invoice.  You
can edit this date.  Cancel will leave the new invoice subroutine.

Once you are past these three requesters, a new invoice number is created
and you must enter invoice lines or void the invoice.  You have three
opportunities to change your mind.

Once you have given Retail Escort the salesperson initials, the purchase
order number, and the date, you will see this information getting filled in
beneath the customer's name and address.  An invoice number will be
generated automatically.

DETERMINING SALES TAX


Charging Single or Dual Taxes.


If there is nothing entered in the Resale Number field for any tax, and the
state in the customer's shipping address is the same as the tax state in
the Maintenance Form, then Retail Escort will automatically charge sales
tax.


Charging GST/PST.

If there is nothing entered in the GST # field, then Retail Escort will
automatically charge GST.  If there is nothing entered in the PST # field,
then Retail Escort will automatically charge PST.

After determining the tax status...



ENTERING A STOCK ITEM


You will need to have already entered stock items.  See the ENTERING A NEW
STOCK ITEM section in the Stock Form.

The next requester has a number of ways of accessing data.

Enter Description, '/######' for Stock Number.  '/##' for Invoice Option,
CANCEL to Ring Up.

You can choose by name, by search string, or by stock number.  This
requester accepts the same parameters as the stock item requester in the
Stock Form.  If you enter the first few letters of the item and click on
OK, a menu will come up with the top item being the first one beginning
with those letters.

VERYBEST SPECIAL PRODUCT 000234 $215.50

The menu shows the name of the item, the stock number, and the selling
price.  If you see the item you want to put in the invoice in the menu, you
can choose it by clicking with the mouse to put it in the information box,
and clicking on OK.  You can also double click on the menu item and choose
it that way.  If you don't see the item you want, you can Cancel and you
will be returned to the main Invoice requester.  You can enter an item with
its stock number.  You don't need to worry about the leading zeros.  Do put
a '/' in front of the number so Retail Escort will know that's what you're
doing, so to choose stock number 234 you would enter /234.  Retail Escort
will automatically find the item and display the description in the
Quantity Invoiced requester.  If this turns out to be the wrong item, you
can Cancel and you will be returned to the main invoice requester.  You can
enter a search string.  For instance, *monitor* will bring up all the items
with 'monitor' in the stock name, such as all the computer monitors.  You
can choose from these items by clicking on them.

ENTERING THE INVOICE OPTIONS

The main invoice requester will also allow you to access the Invoice
Options.

You will need to have already entered invoice options.  See the ENTERING A
NEW INVOICE OPTION section in the Maintenance Form.

If you enter '/', you will be shown the Invoice Options menu.  You can
choose the option you want from the menu, displayed alphabetically.

Invoice Options:

SHIPPING & HANDLING              12
ON SITE HOURLY SERVICE CHARGE    05
SERVICE CHARGE (FLAT RATE LABOR) 37

If you entered a one or two digit number with a slash in front of it, such
as '/5' or '/37' at the main invoice requester you will access that invoice
option automatically.  You do not need to use the leading zero as shown in
the menu.  If you click on Cancel at the Invoice Options menu, you will see
this requester:

YES to Make a Unique Entry, NO for Memo, CANCEL for No Option.

You can also enter a Unique Entry or a Memo using their numbers.  Entering
'/0' at the main invoice requester will let you enter a memo that is
automatically without quantity or price.  Entering '/100' at the main
invoice requester will let you enter a Unique Item that is not in the
inventory or the Invoice Options.  If you use /100 to make Unique Items
often, you might consider creating an Invoice Option for the Unique Item.

Every Unique Item has to be costed separately when you do your Profit
Report.  Automatic costing will keep your maintenance to a minimum when
running the reports.

EDITING THE INVOICE ITEMS

Once you have selected the invoice item, Retail Escort will then let you
modify the description (for invoice options,) quantity, and price of the
item.

Description of This Item:

The description of the invoice option is in the information box.  You can
create a generic invoice option and then customize in the information box.
For instance, you could create an invoice option with a description of
INSTALLATION.  You could then add the equipment that is being installed.
Next you can specify the quantity of the invoice item.

(stock item/invoice option) 26 In Stock.  Enter Quantity:

The item you have chosen will appear at the top of the requester.  The
number of items in stock will be shown beneath the name.  The number '1'
will appear in the information box.  You can Clear it, delete it, or
backspace over it to put in a different number if you wish.  You can Cancel
to go back to the main invoice requester and choose a different item.

(stock item/invoice option) Price of This Item:

Now you can adjust the price, if desired.  The price will appear in the
information box.  You can Clear it, delete it, or backspace over it to put
in a different price.  If you Cancel from this requester, the price will be
$0.00.

If you chose an invoice option that was set to not ask description,
quantity or price, these requesters will be skipped for that invoice
option.

The item will now appear on the first clear line on the invoice, with the
quantity and the price you have entered.  If you have set a stock item to
require a serial number, you will see an additional requester.

Enter Serial Number:  CANCEL for None.

"SERIAL NUMBER " is already in the information box, ready for you to type
it in.  The next clear line on the invoice will hold the serial number.  If
you hit Return or click on OK without entering a serial number the line
will read:

SERIAL NUMBER _________________________

You can edit the serial number later to add the real number, and you have a
line to write on in the Invoice.  If you Cancel there will be no serial
number, and the next invoice item will go on the next clear line.  After
the first ten lines of the invoice, Retail Escort will move you to the
second page of the invoice, and down it, to show you the new items
appearing on the invoice.  When you have completed the invoice entry, you
will again see the main invoice requester.  You can enter a new item or
ring up.

RINGING UP

Enter Description, '/######' for Stock Number.  '/##' for Invoice Option,
CANCEL to Ring Up.

Clicking on Cancel, or clicking on OK while the information box is blank,
or hitting Return while the information box is blank, will signal Retail
Escort that you wish to Ring Up the invoice.  If the invoice has reached
the maximum of sixty four lines, Retail Escort will ring up automatically.
As the invoice has been constructed, Retail Escort has been subtotaling,
computing the tax, and displaying the total.  Now it will recompute
everything and do some disk housekeeping to insure everything is in its
proper place.  When the VCR panel clears and the pointer reappears, the
invoice has been completed.


END OF TUTORIAL


DISCOUNTING AN INVOICE

If a customer has a discount all discountable items on the invoice will be
added together and the discount percentage taken off.  The discount line
will be the last line on the invoice and will read:

000000 SENIOR CITIZEN DISCOUNT -- -6.45 1 -6.45

If you edit an invoice any discount line will disappear.  Upon ringing up
the customer's discount will be recomputed and the discount line will
reappear.  If you forget to give a customer a discount to which they are
entitled, put in the discount, then edit and ringup the invoice.  All
applicable taxes will be discounted as well.

EXPIRED DISCOUNTS

If a customer's discount has expired, you will be notified when you click
on the New button at the bottom of the Invoice Form.  Before you can create
a new invoice for this customer, you must first update the customer's
discount status.

Customer's SENIOR CITIZEN Discount EXPIRED on 09/17/92.  YES to Update
Discount, NO to Remove Discount.

You can Cancel out of this requester to do nothing.  You can answer No,
which will remove the discount and let you proceed with the new invoice.

Retail Escort allows operators with less than a level 3 clearance to remove
discounts because they should not be prevented from creating an invoice for
a customer.  If the customer is entitled to a discount, the invoice can be
edited later.

You can answer Yes, which will let you update the customer's discount
status.

Discounts can be changed only if the operator has a level 3 clearance.
Otherwise a level 3 password must be entered.  This password will only
allow the discount to be edited this one time.  After that, the password
level returns to the original setting.

You can then edit the customer's discount status in the usual manner before
proceeding with the invoice.

RETURNED ITEMS

You can return any stock item by entering '/R' in the main invoice
requester.

Enter Description, '/######' for Stock Number.  '/##' for Invoice Option,
CANCEL to Ring Up.


After you enter the '/R', or '/r', in the information box, you will then
see a modified main invoice requester.

Enter Description, '/######' for Stock Number.  Only Stock Items Can Be
Returned.

You can now enter either the description or the stock number of the
returned item in the usual way.  You will be asked for the quantity and
price of the returned items.  The quantity will be added to the inventory.
The price will go on the invoice as a negative price.  If the item is
taxable, then there will be a negative tax for the entry if the invoice is
also taxable.  This will be subtracted from any tax on the invoice.  If
there are no other items on the invoice, the tax will be a negative amount
and will appear as such on the tax reports.  If the item is discountable,
and the customer's account has a discount, then the appropriate discount
will be taken into consideration when computing the invoice.  You can edit
the original invoice, (provided tax has not been paid on it,) and place the
returned item on this invoice.  The account will then be adjusted to
reflect the changes on the invoice.

The tax and discount status are considered in order to duplicate the
circumstances of the original item.  If the customer's tax or discount
status has changed since the item was purchased, make the appropriate
changes to the customer's status before entering the the returned item.

EDITING THE INVOICE

After you have rung up, you can still make some changes to the invoice.


You cannot change the salesperson after entry.


To edit the purchase order number, click on the label or field, Order #,
for the purchase order number.  You will edit it in a requester.  It will
automatically save when you are done.  You can edit the body of the invoice
by clicking on the Edit button at the bottom of the Form.

YES to Edit This Invoice, NO to Void This Invoice.

Answering Yes will change the four buttons at the bottom left of the screen
to indicate that you are editing the invoice.  Before they were:

New Find Edit Print

They now look like this:

11-27 28-47 48-64 RingUp

The three numbered buttons provide an easy way to get to those invoice
lines, while the RingUp button will let Retail Escort know when you have
finished editing.

While you are editing you will use only the changed buttons and the buttons
that move you around the invoice.  All other buttons on the screen are
inoperative .

You can use the numbered buttons or the long narrow buttons on the left
side of Retail Escort to go to the invoice line you wish to edit.  The long
buttons on the left of the invoice have letters or numbers on them.  For
instance, the button marked 2 on the main part of the Invoice Form will
take you to the top of the second page, (2 for 2nd page,) of the Invoice
Form.  Once at the second page, you will see move buttons marked U for
moving Up, B for going Back to the main part of the Form, and D for moving
Down towards the bottom.  To edit a line, simply use the mouse to click on
the line you wish to edit.  You will then see a requester that shows the
item you have chosen and asks:

(stock item) YES to Edit, NO to Replace, CANCEL to Delete.

Chose the button that corresponds to the change you want to make to the
invoice line.  If you answer Yes, to edit the line, you have access to
requesters that let you edit the description, the quantity, and the price.
The invoice will then recompute and your pointer will reappear.  You can
then chose another line for editing.  If you answered No, to replace the
line, you will see the main invoice requester.  You can choose an entirely
new invoice item which will replace the old invoice line.  If the new item
has no serial number, and the old one does, or any variation of these
requirements, Retail Escort will automatically adjust the invoice lines.
If you answered Cancel, to delete the line, Retail Escort will ask to
confirm the deletion.  It will then delete the line, moving all the other
lines up to fill.  If the line you are deleting has a serial number
attached, Retail Escort will delete that too.

If you accidentally clicked on the wrong line, chose Cancel.  This will
bring you to the requester that allows you to back out of a deletion.
Answer No, and you will be returned to your edit of the invoice without
making any changes.

To add a line, click on a blank invoice line.  The next available space
will be filled with the invoice item you choose from the main invoice
requester.  Always ring up when you have finished editing the invoice.
When you click on the RingUp button to ring up, the new balance on the
invoice will be compared to the previous one.  If the customer paid more on
the invoice than is the balance now, you will see this requester:

YES to Refund $25.00 to Customer, NO to Place This Amount on Account.


In this example, the customer has overpaid the invoice by $25.00.  If
answered Yes, the $25.00 is removed from the account and recorded as a
refund.  If answered No, the $25.00 is added to the account.  The light
green star next to the Invoice #, which indicates a paid up invoice, will
be reevaluated and will only appear if the invoice is still paid in full
after editing.

When adding or subtracting money from the customer's account in the Invoice
Form, you will always be informed of the changes.

CHANGING THE TAX STATUS

The operator must have level 3 clearance to change a customer's tax status.
Otherwise a level 3 password must be entered.  This password will only
allow the tax status to be changed for this one invoice.  After that, the
password level returns to the original setting.


Editing the tax status.


To change the tax status of the invoice, click on the label or field of
Tax.  If the customer's status is now Taxable, the requester will ask:

Change Tax Status to Non-Taxable?  Change CTY/STE Status to Non-Taxable?

If the customer's status is now Non-Taxable, the requester will ask:

Change Tax Status to Taxable?  Change CTY/STE Status to Taxable?

If you answer No, no changes will be made.  If you answer Yes, the change
to the tax status will appear, and the Total will be recomputed.


Editing the GST and PST status.

To change one of the taxes on the invoice, click on the label or field of
GST or PST.  If the tax status is now Taxable, the requester will ask:

Change (GST/PST) Status to Non-Taxable?

If the tax status is now Non-Taxable, the requester will ask:

Change (GST/PST) Status to Taxable?

If you answer No, no changes will be made.  If you answer Yes, the change
to the tax status will appear, and the Total will be recomputed.


After editing the tax status...


Then the new balance on the invoice will be compared to the previous one.
If the customer paid more on the invoice than is the balance now, you will
see this requester:

YES to Refund $2.50 to Customer, NO to Place This Amount on Account.

In this example, the customer has overpaid the invoice by $2.50.  If Yes,
the $2.50 is removed from the account and recorded as a refund.  If No, the
$2.50 is added to the account.  The light green star next to the Invoice #,
if any, will be reevaluated and will only appear if the invoice is still
paid in full.

PRINTING THE INVOICE

When the invoice is the way you want it, click on the Print button.

Are You Ready to Print This # of Invoice Copies?

The amount in the information box is the default number of invoice copies
you set in the Maintenance Form.  You can Clear the information box and
enter a different number.  If you are not ready to print, you can Cancel.
After the first invoice copy, the copies will have "COPY 1" for the second
copy, "COPY 2" for the third copy, and so on, printed at the bottom.  The
printed invoice will also have brackets at the end of the Item Description
line.  You can use them as a checklist or write in codes that show the
status of the invoice.  If you enter the letter 'D' or 'd' before the
number in the information box, such as 'd2', the invoice will have
"DUPLICATE 1" for the first copy, "DUPLICATE 2" for the second copy, and so
on, printed at the bottom.  If you are printing an invoice with a delivery
date, it will be printed on the invoice under the total.

DELIVERY DATE

You can set the delivery date of an invoice by clicking on the Date label
or field.

OK to Accept or Edit Delivery Date:  CANCEL for No Delivery Date.

You will see today's date in the requester to edit or accept.  Cancel will
make no changes.  Once a delivery date has been entered, a light green star
appears by the invoice date.  Clicking on the Date label or field after
entering a delivery date gives you this requester:

Delivery of Invoice Items Completed on 12/25/92.  Is This Date Still
Accurate?

If you answer Yes, there will be no change.  If you answer No, you must
have the proper clearance.

The operator must have level 3 clearance to change a delivery date.
Otherwise a level 3 password must be entered.  This password will only
allow the user to change the delivery date this one time.  Then the
password level returns to the original setting.

OK to Accept or Edit Delivery Date:  CANCEL for No Delivery Date.

You will see the delivery date in the requester to edit or accept.  Cancel
will remove the delivery date.

If you make a payment by clicking on the label or field for Invoice #, you
will have have the option of entering a delivery date also.

MAKING PAYMENTS

After ringing up, you can make payments on an open invoice by clicking on
the label or field for the Invoice #.  If the customer owes a balance on
their account, you will see this requester:

Outstanding Balance:  $25.00 Owed On this Invoice:  $828.20.  Do You Want
to Make a Payment?

If there is no money on the customer's account, you will see this
requester.

Amount Owed on This Invoice is $828.20.  Do You Want to Make a Payment?

You can answer No if all you wanted to do was check on the balance owed on
the invoice.  If the customer does have money on account, you will see this
requester.

Amount Owed on This Invoice is $828.20.  Account Balance is Shown Below.
Apply to This Invoice?

The amount in the information box is the amount on account at this time.
You can edit this amount to pay off all or part of the invoice.  If you
Cancel, you will see the payment requester.  If, after applying any money
on account, there is still money owed on the invoice, you can make a
payment.

This is Amount Owed on This Invoice:  How Much is the Customer's Payment?

The amount in the information box is the amount owed on the invoice.  You
can edit this to be the amount the customer paid.  It can be more than what
is owed on the invoice.  Cancel will leave the new payment subroutine.

If the customer had an outstanding balance, the requester would look like
this:

This is Amount Customer Owes:  How Much is the Customer's Payment?

The amount in the requester would be the total of the outstanding balance
and what is owed on the invoice.

Enter Date of Payment:

Today's date will show in the information box.  You can edit it to show the
date of the payment.  Cancel will leave the new payment subroutine.  If you
set Payment Method in the Maintenance Form for "Y", the next requester will
be a menu of payment methods that you have created.  If you chose "CHECK"
you will get an additional requester to enter a check number.

If you do not see the payment method you want, you can enter it into the
information box and it will become part of your payment methods the next
time.

Give Customer $61.80 Change?  NO to Place Change on Account.

If the amount you entered into the payment information box was larger than
the amount owed on the invoice, or larger than the amount owed on both the
invoice and the customer's account, you can give the customer change or
place the extra on the customer's account.  If the extra is placed on the
customer's account, the amount of the payment will be the full amount.  If
change is given, the amount of the payment will be only what was paid
toward the invoice and balance.  If the invoice is paid, a light green star
will appear beside the invoice number.  If you click on the label or field
of Invoice # for a paid invoice, the requester will tell you the invoice is
paid up and show the account balance.

VOIDING & REVIVING THE INVOICE

The operator must have level 3 clearance to void or revive an invoice.
Otherwise a level 3 password must be entered.  This password will only
allow the invoice to be voided or revived this one time.  After voiding,
the password level returns to the original setting.

Clicking on the Edit button will give you a requester.

YES to Edit This Invoice, NO to Void This Invoice.

Answering No will lead to a confirming requester:

You DEFINITELY Want to VOID this Invoice?

If you answer Yes, the Void Invoice subroutine will check for any money
paid on the invoice.  If there is an amount on the invoice, you will see:

YES to Refund $178.93 to Customer, NO to Place This Amount on Account.

If you answer Yes, the amount will be taken off the voided invoice and
deducted from the amount paid on the customer's records.  If you answer No,
the amount will be automatically added to the customer's account.

Enter Memo:

You then have the option of entering a memo that will appear on the second
line of the voided invoice.  Cancel for no memo.

Voided invoice memos will appear on the Profit Report.  If you incurred any
loss because of the void, such as a restocking charge for returned
merchandise, you can cost the void memo in the Report Form.  For example,
if the invoice was voided because the customer's check bounced and the
customer did not replace it, you could cost the voided invoice in the
amount of the bounced check charge from your bank.

If you have a voided invoice showing in the Form, and you click on the Edit
button, you will see this requester:

REVIVE This Voided Invoice?

You can answer Yes and Retail Escort will now change the invoice back into
a viable invoice and bring up the main invoice requester for you to enter
the new invoice lines.

INVENTORY ADJUSTMENTS FROM THE INVOICE

As items are added to the invoice, the quantity is deducted from the
inventory.  When the invoice is edited or voided, the line items that are
deleted are added back into the inventory.  If an item is not in stock then
the inventory level will drop below zero into the negative levels.

MAKE LABELS

Make a billing label by clicking on the letters BILL to the left of the
billing name and address, or a shipping label by clicking on the letters
SHIP to the left of the shipping name and address.

	JONES, TOM Make Billing Label For This Customer?

If you answer Yes, Retail Escort will make the appropriate label.  When you
go into the Label Form you will see that the label has been added to the
cache automatically.  If you answer No, no label will be made.

Receivable Form

The Receivable Form lets you handle the more complicated aspects of the
customer's account.  The far right button, labeled Main Menu, will always
close down the present Form and bring you back to the Main Menu of Forms.
If you had a customer showing in the Invoice Form, or a customer, (not a
Quote Name,) showing in the Quote Form, you will see the customer appear
automatically in the Receivable Form.  To clear the Customer # from the
Main Menu, click on it and it will blank.  Now customer Forms will blank
when you go into them.


In the Customer section, the upper part of the Form...  After making
changes in an editable field, click on the hidden save button in the
Customer # label or field.

The VCR panel is set for Customer # order.

FINDING A CUSTOMER

The button on the far left, labeled Find/New, lets you choose a customer
from the database.  The area at the top of the screen is used for
displaying the customer's name, address, and telephone numbers for billing
only.  If you click on this button with the mouse, you will see a requester
that reads:

Enter Customer Number or Name, or Search String:

You can enter the full customer number, the first letters of the customer
name you are seeking, or enter information with the wild card * for a
search.  You can clear the information box with the Clear button.
Canceling this requester will cancel the button, as though you never
pressed it at all, leaving the Form as before.  If you enter the first few
letters of the customer name you are seeking, Retail Escort will display a
list of the customer names in the database, using the letters as a starting
point of the names shown in the menu.  (Of course, if you have no
information in the database, this display will be blank.)

Choose Customer:  JONES01234 JONES, TOM 516-555-1234

If you entered a search string, such as *tom*, then Retail Escort will
display in the menu only the customers with 'tom' in the name.  This would
include JONES, TOM, TOMPKINS VIDEO, and THE TOMCAT CLUB.  If you entered
the customer number correctly, it will automatically be brought into the
Form.

ENTERING A NEW CUSTOMER

If you Cancel from any search menu, you will be given the opportunity to
enter a new customer.

Enter a New Customer?

Answering Yes will blank the Form and open up the fields to enter a new
customer.  You cannot enter a new customer by simply typing on a blank
screen.  Never type anything on a completely blank screen.  Always make
sure that there is a customer showing on the Form before trying to change
or enter new information for that customer.

Enter the name of the customer, hit Return and you can continue on through
the fields.  After entering the address and the first phone number you can
enter an extension number for that phone number.  If you don't want to
enter a second phone number hit Return to skip that field, and you will
skip the second extension number also.  The extension field will also hold
text.  For example, you could enter HOME and WORK in the extension fields.


Entering the resale number.


After you have entering the billing information, you will be able to enter
the resale number, if any.

Resale Number?

If you enter anything into this requester, Retail Escort will not charge
tax.


Entering the GST and PST resale numbers.

After you have entering the billing information, you will be able to enter
the resale numbers, if any.

GST Number?  PST Number?

If you enter anything into these requesters, Retail Escort will not charge
tax in that category.

After entering the Resale information...



You cannot enter shipping information from the Receivable Form.  If you
bring a customer created in the Receivable Form into the Invoice Form,
Retail Escort will prompt you for the shipping information at that time.
You will save automatically.

EDITING CUSTOMER INFORMATION

If you make a mistake while entering new information, and have already left
a field, you can use the mouse or cursor keys to return to the field and
correct the information.  The field will change color and the cursor will
appear at the far left of the field.  You can use the cursor, delete, and
backspace keys to correct the error.  If you are changing the customer name
in the billing section, this might also change the Customer #.  If it does,
Retail Escort will update the customer name in the Quote Names database if
it also exists there, to maintain consistency between all Customer names
and Customer #'s.  All other information, such as a change in the address,
must be made in both the Receivable and Quote Forms.


Always hit Return after editing the customer name.  This will activate the
hidden button that updates the Customer # throughout the Forms.

To save changes to editable fields in the customer information, hit Return
to get out of the field you were editing and click on the label or field of
Customer #.  To edit the tax number or numbers, click on the label or field
and you will get a requester with the number in it for you to edit.  Clear
the requester, then click on OK to remove it entirely.  The changes will
save automatically.

DISCOUNT STATUS

Discounts can be changed only if the operator has a level 3 clearance.
Otherwise a level 3 password must be entered.  This password will only
allow the discount to be edited this one time.  After that, the password
level returns to the original setting.

To edit a customer's discount status, you must look at the Customer #.  If
the customer has a discount on their account, you will see a light green
'*' on the screen to the right of the Customer #.  Whether the customer has
a discount and a star showing, or not, you will click on this space to
bring up discount information.

If the customer has no discount, the requester will read:

Customer Has No Discount..

Clear Customer Discount Status Edit Customer Discount Status Edit Discount
Expiration Date One Time Only Discount Quick Discount List Remove Discount
From this Invoice


If the customer has a discount already, the requester will read:

Customer Has SENIOR CITIZEN Discount.  Adjust Discount for This Customer?

If you answer Yes to either requester you will see a menu of discounts to
choose from.

Customer Has SENIOR CITIZEN Discount.  Choose Discount:

Click on the discount you want to give to this customer.  If you want to
take away a discount, click on NONE.  If you Cancel from this menu, the
customer's discount status will be unchanged.  You can use this to get at
the expiration date for editing.  If the discount you choose has no
expiration date, or you chose NONE, then the discount subroutine is
completed.  The light green star will appear if there is a discount on the
account.  If the discount you choose has an expiration date, the customer's
expiration date will be automatically computed from today and displayed in
the requester below.

Calculated Date of Expiration:  Edit or OK to Accept, CANCEL for None.

You can accept the calculated date, edit it, or Cancel, which will make
this particular customer have no expiration date.

If the customer has no expiration date with a discount that would normally
have one, you can lose track of how long the customer has had this
discount.  Use the Discount report in the Report Form to check on such a
situation.  It shows customers by discount.  If most of the customers with
a particular discount have expiration dates, then the ones who do not will
stand out.

PAGING

When the customer is brought into the Form, the ten most recent invoices
will be displayed.  The buttons marked with arrows to the left of the Main
Menu button provide a way to move through pages of invoices on the
Receivable Form.  The up arrow, /\, will move forward to the newer
invoices, while the down arrow, \/, will move back towards the oldest
invoices.

The invoices are displayed in the order they were created.  If you always
use the default date when creating an invoice, the invoices will be
displayed in date order as well as invoice order.

A light green star beside the date marks invoices as delivered.  A light
green star beside the invoice number marks invoices as paid.

PAYMENT

You can only make payments for a customer who is showing in the Form.

Choose Payment Option:  Payment to Account Payment W/Deliver & Printing
Payment W/Memo on Invoice Only View Previous Payments


Payment to Account:

Enter Date of Payment:

The information box will show today's date.  You can edit or accept this
date.  If you Cancel you will leave the payment subroutine.

Amount of Customer's Payment?  CANCEL for No Payment.

Enter the amount of the payment in the information box.  If you Cancel you
will leave the payment subroutine.  If you set Payment Method in the
Maintenance Form for "Y", the next requester will be a menu of payment
methods that you have created.  If you chose "CHECK" you will get an
additional requester to enter a check number.

If you do not see the payment method you want, you can enter it into the
information box and it will become part of your payment methods the next
time.

Customer Has These Unpaid Invoices:  CANCEL to Put $500.00 On Account.

0000001023 VERBAL         3/22/92 $628.53
0000001374 PO5456-8526    5/01/92 $200.00
0000001445 VERBAL PER RJ  6/18/92  $73.00

This menu shows unpaid invoices the payment can be applied to.  This menu
shows the invoice number, the Purchase Order number, the date of the
invoice, and the total amount of the invoice.  For example, if you clicked
on the middle entry, the invoice number 1374, the next requester would look
like this:

Balance Due on Invoice is $200.00.  Enter Amount to Apply to Invoice.

In the information box would be the balance due on the invoice, as long as
the balance due was less than the payment.  Otherwise, the amount in the
information box would be the amount of the payment.  You could accept this
amount, edit it, or Cancel to not pay anything on the chosen invoice.  If
there was still money to be applied to invoices left in the payment, you
will see the unpaid invoice menu again.

Customer Has These Unpaid Invoices:  CANCEL to Put $300.00 On Account.

0000001023 VERBAL        3/22/92 $628.53
0000001445 VERBAL PER RJ 6/18/92  $73.00

You could then choose another invoice to apply payment on.  At any time you
can click on Cancel and apply all or part of the payment to the customer's
account.

VIEWING PREVIOUS PAYMENTS

You will see a menu of payments made by this customer.  Choose one, and you
will move to another part of the Form that will show the payment you have
chosen.  At the top you will see, on the left, a Print button, and a Menu
button on the right.  You can use the VCR buttons to move through the
payments.  You can use the Print button to print a receipt at any time for
the payment showing, and use the Menu button to return to the Receivable
Form.  If you have the Printed Messages in the Maintenance Form toggled to
'Y', then the Receivable Receipt will print with the messages.

CREDIT

You can enter a credit that will be applied directly to the customer's
account.  First make sure the customer you want to credit is showing in the
Form.

YES to Enter a New Credit, NO to View Previous Credits.

If you answer Yes, you will see this requester:

Enter Date of Credit:

Today's date is in the information box as the date of the credit.  Edit or
accept with OK.  Cancel will leave the credit subroutine.

Amount of Customer's Credit?  CANCEL for No Credit.

Enter the amount of the credit in the information box.  Cancel will leave
the credit subroutine.

Enter Credit Memo:

You can enter a credit memo in the information box, or Cancel for no memo.
The credit will appear on the account in the fields labeled Account Balance
and Total Credits.  If there is already money on account or previous
credits, the credit will be added to those amounts.

VIEWING PREVIOUS CREDITS

If you answered No to the main Credit requester, you will next see a menu
of credits made by this customer.  Choose one, and you will move to another
part of the Form that will show the credit you have chosen.  At the top you
will see, on the left, a Print button, and a Menu button on the right.  You
can use the VCR buttons to move through the credits.  You can use the Print
button to print a receipt at any time for the credit showing, and use the
Menu button to return to the Receivable Form.  If you have the Printed
Messages in the Maintenance Form toggled to 'Y', then the Receivable
Receipt will print with the messages.  DEBIT

You would use this button to correct a mistake in entering a payment, or
take away a bounced check or other wrong payment.  First make sure the
customer you want to debit is showing in the Form.

Retail Escort does not allow you to delete a payment or credit.  You must
debit the incorrect entry instead.  This will leave an audit trail so you
have complete control of your accounts.

Choose the Debit Function:

Debit Account (Any Reason) Debit Account (Refund) Debit Previous Credit
Debit Previous Payment View Previous Debits


DEBIT AN INCORRECT ENTRY

Depending on which option you choose, you will see a menu of payments or
credits that have been entered for the customer showing in the Form.

Choose the Entry to be Debited:

JON0000507 6/01/92 $ 200.00 VISA
JON0000508 6/09/92 $ 350.00 CHECK # 654897
JON0000509 6/15/92 $  50.00 AMERICAN EXPRESS
JON0000509 6/17/92 $  25.00 CREDIT

You will see the unique payment number, the date, the amount, and the type
of payment, or CREDIT if it is a credit.  Choose the payment or credit you
wish to debit.

Debit This Payment Made on 6/15/92 in the Amount of $50.00 for Customer#
JONES01234?

This requester is making sure you have chosen the entry you want to debit.
It is your last chance to back out.  If you answer Yes, you will next see:

Enter Debit Memo?

You can enter any memo, up to sixty characters, to describe why you are
debiting this entry, such as BOUNCED CHECK or INCORRECT PAYMENT AMOUNT.  If
you Cancel, the memo will simply read DEBIT.  Next Retail Escort will show
you a menu of invoices that have had money applied to them.


Deduct $50.00 From These Invoices:  CANCEL to Deduct From Account.
0000001023 3/22/92 $852.26
0000001374 5/01/92 $100.00
0000001445 6/18/92 $ 25.00

This menu shows the invoice number, the date of the invoice, and the amount
paid on the invoice.  Only invoices that have amounts paid on them will
show on this menu.  Choose an invoice that you wish to deduct money from.
If the amount deducted is from a paid invoice, it will then be marked
unpaid.  At any time you can click on Cancel and deduct the money from the
account.  If you were to click on the bottom entry in the example above,
the next requester would look like this:

Deduct $25.00 From These Invoices:  CANCEL to Deduct From Account.

0000001023 3/22/92 $852.26
0000001374 5/01/92 $100.00

As you can see, the amount that needs to be debited has gone down by
$25.00, the amount paid on the invoice you clicked on.  If you were to
click on Cancel now, the $25.00 would be deducted from the customer's
account.

Debiting may create a negative balance on the account.  Payments or credits
made to the account will first go towards the negative balance before they
can be used towards invoices.

DEBIT THE ACCOUNT (REFUND)

You would use this option to debit from the customer's account.

Customer's Account has a $25.00 Balance.  How Much to Debit?  (Refund)

Enter the amount you wish to debit.  This will be considered a refund

Refunding may create a negative balance on the account.  Payments or
credits made to the account will first go towards the negative balance
before they can be used towards invoices.

If you are going to create a negative balance on the account, the memo
requester will read:

Balance Forward Memo:  Otherwise, Enter Refund Memo:

After the memo has been entered, or you have clicked on Cancel for no memo,
the account will adjust to show the debit.

DEBIT THE ACCOUNT (ANY REASON) Choose this option when you want to debit an
account for any reason other than a refund.

Enter debit Type:  Cancel for No Debit.

Enter your debit choice, usefull in correcting errors, without designating
the debit as a refund.

Customer's Account has a $25.00 Balance.  How much to Debit?

Debiting may create a negative balance on the account.  Payments or credits
made to the account will first go towards the negative balance before they
can be used towards invoices.

If you are going to create a negative balance on the account, the memo
requester will read:

Balance Forward Memo:  Otherwise, Enter Refund Memo:

After the memo has been entered, or you have clicked on Cancel for no memo,
the account will adjust to show the debit.



VIEW PREVIOUS DEBITS, or VIEW PREVIOUS REFUNDS

If you indicated you wanted to view previous debits or refunds, you will
next see a menu of debits or refunds made by this customer.  Choose one,
and you will move to another part of the Form that will show the entry you
have chosen.  At the top you will see, on the left, a Print button, and a
Menu button on the right.  You can use the VCR buttons to move through the
debits or refunds.  You can use the Print button to print a receipt at any
time for the entry showing, and use the Menu button to return to the
Receivable Form.  If you have the Printed Messages in the Maintenance Form
toggled to 'Y', then the Receivable Receipt will print with the messages.

PRINT RECEIPTS

Use the View option on the Payment, Credit, or Debit buttons to get to the
printing part of the Receivable Form.  You can use the VCR buttons to move
through the entries.  You can use the Print button to print a receipt at
any time for the entry showing, and use the Menu button to return to the
Receivable Form.  If you have the Printed Messages in the Maintenance Form
toggled to 'Y', then the Receivable Receipt will print with the messages.

ADJUSTING ACCOUNTS

To see information on or adjust a customer's account, click on hidden
buttons in the upper right corner of the screen, where this information is
displayed.

You can check the account with the following formula:

Total Paid + Total Credits + Unpaid Invoices = Total Sales + Total Interest
+ Account Balance

Clicking on the field or label for Total Paid at the top of the Form will
bring up a requester that does the math comparing what the customer owes to
what they have on account.  This is what you would see if the customer has
extra money on account:

This Customer Has an Extra $101.63 on Account After Applying Account
Balance of $1000.00 To $898.37 of Unpaid Invoices.

This is what you would see if the customer still owes money after applying
the money on account:

This Customer Still Owes $632.48 After Applying Account Balance of $1000.00
to Unpaid Invoices.

Clicking on the field or label for Unpaid Invoices at the top of the Form
will bring the oldest ten unpaid invoices to the first page.  Click again
on Unpaid Invoices to make the form normal again.  Clicking on the field or
label for Account Balance at the top of the Form will allow you to apply
money on account to unpaid invoices.

Edit or OK to Apply Amount Below to Unpaid Invoices:

The amount showing in the information box is the same as the amount the
customer has on account.  You can edit the amount in the information box to
the amount you want to take off the account and apply to unpaid invoices.

Customer Has These Unpaid Invoices:  CANCEL to Put $500.00 On Account.

0000001023 VERBAL        3/22/92 $628.53
0000001374 PO5456-8526   5/01/92 $200.00
0000001445 VERBAL PER RJ 6/18/92 $ 73.00

This menu shows unpaid invoices the money on account can be applied to.  It
displays the invoice number, the Purchase Order number, the date of the
invoice, and the total amount of the invoice.  Choose the invoice you want
to apply the money on account towards.  If you Cancel, the amount at the
top of the menu will be reapplied to the customer's account.

Balance Due on Invoice is $628.53.  Enter Amount to Apply to Invoice.

In the information box would be the balance due on the invoice, as long as
the balance due was less than the amount taken from the account.
Otherwise, the amount in the information box would be the amount taken from
the account.  You could accept this amount, edit it, or Cancel to not pay
anything on the chosen invoice.  The field labeled Total Interest shows all
the interest charged to the customer's account.  Any money applied to the
customer's account first goes to reduce any outstanding balances.

REPORTS

When you click on the Reports button you will see a menu of reports.

Choose the Type of Report:

Choose the one you want, or Cancel to leave the requester.

Send To Printer?

You can click on No to make the report print to the screen.  To stop a
report, click on the second VCR button, the one with a solid square.  This
will return you to the Receivable Form.

Account List needs to have a customer in the Form to start.  It will show
all activity by this customer, such as payments, credits, and refunds.
Account List (Audit) will show all debits as well as all other activity.
You can enter a range of dates, or Cancel on the first date requester to
see all activity.

Balance Due List shows all money owed by customers, either by unpaid
invoices or negative balances on their account.

Interest List shows the date, amount, and which invoice interest was
charged on.  The totals are added up at the end of the report.

Account Balance List Lists all customer account balances.

All Credits - Date Range Lists all accounts with credits within a range of
dates.

All Payments - Date Range Lists all accounts with payments within a range
of dates.

Credit List shows all credits made on one account, either within a range of
dates or all credits.

Payment List needs to have a customer in the Form to start.  It will show
all payments made by this customer.  You can enter a range of dates, or
Cancel on the first date requester to see all activity.

Statements can be for a single customer or for all customers who had
activity in the range of dates you put in for the statement.  If you are
creating a statement for a single customer who did not have activity in the
range of dates, you will have the option of printing a statement to that
effect.

Statements With Ship Tos for a single customer or for all customers with
activity in the range of dates you choose.  For customers with ship to
addresses different from their billing addresses.

Unpaid Invoices shows all the invoices, sorted and subtotaled by customer,
that have balance dues outstanding.

The Customer List reports will rank the customers in descending order
according to the total credit issued, the total paid by the customer, or
the total sales to the customer.  You can enter a range of dates.

The Status List reports will show the customer's name that is showing in
the Receivable Form, but all other customers only show the amounts and
their status number.  You can enter a range of dates.

MAKE LABELS

Make a billing label by clicking on the letters BILL to the left of the
billing name and address.

	JONES, TOM Make Billing Label For This Customer?

If you answer Yes, Retail Escort will make the appropriate label.  When you
go into the Label Form you will see that the label has been added to the
cache automatically.  Answering NO will switch the label handling.  This
allows for correct display of a company name with a , in the name.  For
example:  Smith, Teresa will be displayed as Teresa Smith when you make a
lable.  However:  Green, Hiscock, & Pierce would be displayed as Pierce
Hiscock Green .  Clicking on NO will allow the company name to print with
the , and in the proper order.  Answering Cancel will exit the lable
option.  Quote Form

The Quote Form is where you can enter price quotes for present and possible
customers.  These quotes can then be turned into invoices.  The far right
button, labeled Main Menu, will always close down the present Form and
bring you back to the Main Menu of Forms.  If you had a customer that has
been quoted showing in the Invoice Form or the Receivable Form, you will
see the customer appear automatically in the Quote Form.  If the customer
has not been quoted, you will be asked if you want to create one.  To clear
the Customer # from the Main Menu, click on it and it will blank.  Now
customer Forms will blank when you go into them.


In the Quote Names section, the upper part of the Form...  After making
changes in an editable field, click on the hidden save button in the
Identifier label or field.

FINDING A CUSTOMER

The button on the far left, labeled Find/New, lets you choose a customer
from the database.  The area at the top of the screen is used for
displaying the customer's name, address, and telephone numbers, for billing
only.

When you choose a quote name, the VCR panel is set for that quote name
only, and allows you to browse through their quotes in number order.

If you click on this button with the mouse, you will see a requester that
reads:

Enter Customer Number or Name, or Search String, or Identifier:

The Quote Form differentiates between Customers, who will appear in the
Invoice or Receivable Forms, and Quote Names, who are potential customers
that have not been entered into your customer database.  Whether you know
if the Quote Name you are looking for is in the customer database or not,
you will first need to search in the Customer database.  You can enter a
full customer number, the first letters of the name you are seeking, or
enter information with the wild card '*' for a search.  You can enter the
Identifier if you know it and Retail Escort will bring the Quote name
directly into the Form.  You can clear the information box with the Clear
button.  Canceling this requester will cancel out of the quote name search
subroutine.

Your database will fill up quickly, and Retail Escort asking you the first
letters, though it might seem like an extra step at first, is really a
shortcut.  Without narrowing down your search, it might take a lot of
clicking through the menu to find a particular quote name.


If you enter the first few letters of the quote name you are seeking and
hit Return, Retail Escort will display a list of the customer names in the
database, using the letters as a starting point of the names shown in the
menu.  In the menu for Customer Name the information will look like this:

Choose Customer:

JONES01234 JONES, TOM      516-555-1234
LONGW02679 LONGWEAR, INC.  314-555-7890
TOMPK08544 TOMPKINS VIDEO  201-555-7455

If you entered a search string, such as *tom*, then Retail Escort will
display in the menu only the customers with 'tom' in the name.  This would
include JONES, TOM, TOMPKINS VIDEO, and THE TOMCAT CLUB.  If you entered
the customer number correctly, it would automatically be brought into the
Form.  If you did not find the Quote Name you are looking for in the
Customer database, you can click on Cancel to search in the Quote Names
database.

Choose Quote Name:

JONE01234Q JONES, TOM 516-555-1234

Here is how the entry would be displayed for Quote Names.  You can see the
Identifier, JONE01234Q, is slightly different from the Customer #'s you see
in the Invoice and Receivable Forms.

HOW THE IDENTIFIER IS CREATED

When you enter a customer named JONES, TOM, you will get JONE01234Q as the
Quote Name Identifier.  Without it, Retail Escort would have trouble
identifying all the Quote Names with common names such as Jones or Smith,
and so would you.  The Identifier is created by Retail Escort and takes the
first four letters from the customer name you entered on the screen.  Then
it adds an unique number and finally the letter 'Q' to designate a quote
Identifier.

ENTERING A NEW QUOTE NAME

If you Cancel from the Quote Name search menu, you will be given the
opportunity to enter a new Quote Name.

Enter a New Quote Name?

Answering Yes will blank the Form and open up the fields to enter a new
Quote Name.  You cannot enter a new Quote Name by simply typing on a blank
screen.  Never type anything on a completely blank screen.  Always make
sure that there is a Quote Name showing on the Form before trying to change
or enter new information for that Quote Name.

Enter the name, hit Return and you can continue on through the fields.
After entering the address and the first phone number you can enter an
extension number for that phone number.  If you don't want to enter a
second phone number hit Return to skip that field, and you will skip the
second extension number also.


Entering the resale number(s).


After you have entered the billing information, you will be able to enter
the resale number, if any.

Resale Number?

If you enter anything into this requester, Retail Escort will not charge
tax.


Entering the GST and PST resale numbers.

After you have entering the billing information, you will be able to enter
the resale numbers, if any.

GST Number?/PST Number?

If you enter anything into these requesters, Retail Escort will not charge
tax in that category.


After entering the Resale information...



You cannot enter shipping information for Quote Names.  If you bring a
customer created in the Quote Form into the Invoice Form, Retail Escort
will prompt you for the shipping information at that time.

To Someone's Attention?  CANCEL for None.

Here you can enter a name that will appear above the Quote Name information
when the quote prints.  Click on Cancel for nothing to appear in that
field.  When you are finished with the new customer subroutine, Retail
Escort automatically saves.

EDITING QUOTE NAME INFORMATION

If you make a mistake while entering new information, and have already left
a field, you can use the mouse or cursor keys to return to the field and
correct the information.  The field will change color and the cursor will
appear at the far left of the field.  You can use the cursor, delete, and
backspace keys to correct the error.  If you are changing the customer name
in the billing section, this might also change the Customer #.  If it does,
Retail Escort will update the customer name in the Customer database if it
also exists there, to maintain consistency between all Customer names and
Customer #'s.  All other information, such as a change in the address, must
be made in both the Quote and Invoice/Receivable Forms.


Always hit Return after editing the name part of the Quote Name.  This will
activate the hidden button that updates the Identifier throughout the
Forms.

To save changes to editable fields in the customer information, hit Return
to get out of the field you were editing and click on the label or field of
Identifier.  To edit the tax number or numbers, click on the label or field
you wish to edit.



In the Price Quote section, the lower part of the Form...  Changes are
automatically saved.


USING THE FIND FUNCTIONS

The first three menu options will set the VCR panel for quote number order.

The Find button will let you choose from these options:

Choose What to Find:
Discount - Place on Quote
Discount - Remove from Quote
Find Quote by Number
Find Unexpired Quotes
Place in Quote # Order
See Lines 11-27
See Lines 28-47
See Lines 48-64

Discount - Place on Quote will give you a requester.

Choose, or Cancel for Entry

Choose the type of discount to place on quote from the menu.  Cancel will
give you the option of creating a new discount entry.

Discount - Remove from Quote

Will remove a discount from the quote.

Find Quote by Number will give you a requester.

Enter Quote Number:

Enter a quote number in the information box.  If you don't know the number,
or enter an incorrect number, you will be shown a menu of quotes.

Quote Not Found.

0000001051 JONE01234Q 06/25/92

This menu shows the quote number, the Identifier, and the date of the
quote.  If you click on Cancel, you will return to the Quote Form.  Find
Unexpired Quotes will set a filter on the VCR panel that will show only the
unexpired quotes, starting with the oldest.

If you always use the default date when creating an quote, the quotes will
be displayed in date order as well as quote number order when you choose a
Find option.

You can use the VCR panel to browse through the data.  When you are done,
use one of the other selection methods, such as Find/New or Place in Quote
# Order, to change the filter settings.

Place in Quote # Order will set a filter on the VCR panel that will put the
quotes in quote number order, starting with the newest.  You can use the
VCR panel to browse through the data.

See Lines 11-27, See Lines 28-47, See Lines 48-64 will all take you to the
section of the price quote that displays those lines.

ENTERING A NEW QUOTE

When you have the customer you want to quote showing in the Form, click on
the New button at the bottom left of the Form.  If you have indicated to
Retail Escort that you want to use Salesperson ID's, you will be shown a
menu of salespeople when you enter a new quote.

Salespeople:
PAM
JOE
BUB

You can click to choose a salesperson from the menu.  You can type in a
three character salesperson who is not in the database.  This will not add
them to the ID's, nor will they appear in the Commission report.  However,
once a salesperson has been added to the database in the Maintenance Form
all of their invoices, (if, for instance, this quote is converted into an
invoice,) are then eligible for calculation on the Commission report.  If
you entered default initials in the Maintenance Form, you will see them in
the information box.  The Clear button will clear the information box if
you want to enter different initials.

Cancel will leave the new quote subroutine.


You cannot change the salesperson after entry.

Enter Date of Quote:

You will see today's date in a requester for the date of the quote.  You
can edit this date.  Cancel will leave the new quote subroutine.

Enter Expiration of Quote:  Enter Days Before Expiring or Date.

This requests the expiration date of the quote.  You can enter a date or
enter a number for the number of days from today the quote will be good
for.  Cancel will leave the new quote subroutine.

Once you are past these three requesters, a new quote number is created and
you must enter quote lines or cancel the quote.  You have three
opportunities to change your mind.

Now you will see this information getting filled in to the right of the
Quote name information.  An quote number will be generated automatically.

Enter Description, '/######' for Stock Number.  '/##' for Invoice Option,
CANCEL to Ring Up.

ENTERING A STOCK ITEM

You will need to have already entered stock items.  See the ENTERING A NEW
STOCK ITEM section in the Stock Form.

You can choose by name, by search string, or by stock number.  This
requester accepts the same parameters as the stock item requester in the
Stock Form.

Enter Description, '/######' for Stock Number.  '/##' for Invoice Option,
CANCEL to Ring Up.

If you enter the first few letters of the item and click on OK, a menu will
come up with the top item being the first one beginning with those letters.

VERYBEST SPECIAL PRODUCT 000234 $215.50

The menu shows the name of the item, the stock number, and the selling
price.  If you see the item you want to put in the quote # in the menu, you
can choose it by clicking with the mouse to put it in the information box,
and clicking on OK.  You can also double click on the menu item and choose
it that way.  If you don't see the item you want, you can Cancel and you
will be returned to the main quote requester.  You can enter an item with
its stock number.  You don't need to worry about the leading zeros.  Do put
a '/' in front of the number so Retail Escort will know that's what you're
doing, so to choose stock number 234 you would enter /234.  Retail Escort
will automatically find the item and display the description in the
Quantity requester.  If this turns out to be the wrong item, you can Cancel
and you will be returned to the main quote requester.  You can enter a
search string.  For instance, *monitor* will bring up all the items with
'monitor' in the stock name, such as all the computer monitors.  You can
choose from these items by clicking on them.

The Quote Form does not support serial numbers or discounts.  This
information will be added after you convert a quote to an invoice.

ENTERING THE INVOICE OPTIONS

The main quote requester will also allow you to access the Invoice Options.

You will need to have already entered invoice options.  See the ENTERING A
NEW INVOICE OPTION section in the Maintenance Form.

If you enter '/', you will be shown the Invoice Options menu.  You can
choose the option you want from the menu, displayed alphabetically.

Invoice Options:

SHIPPING & HANDLING              12
ON SITE HOURLY SERVICE CHARGE    05
SERVICE CHARGE (FLAT RATE LABOR) 37

If you entered a one or two digit number with a slash in front of it, such
as '/5' or '/37' at the main quote requester you will access that invoice
option automatically.  You do not need to use the leading zero as shown in
the menu.  If you click on Cancel at the Invoice Options menu, you will see
this requester:

YES to Make a Unique Entry, NO for Memo, CANCEL for No Option.

You can also enter a Unique Entry or a Memo using their numbers.  Entering
'/0' at the main quote requester will let you enter a memo that is
automatically without quantity or price.  Entering '/100' at the main quote
requester will let you enter a Unique Item that is not in the inventory or
the Invoice Options.

ADJUSTING THE QUOTE ITEMS

Once you have selected the quote item, Retail Escort will then let you
modify the description (for invoice options,) quantity, and price of the
item.

Description of This Item:

The description of the invoice option is in the information box.  You can
create a generic invoice option and then customize in the information box.
For instance, you could create an invoice option with a description of
INSTALLATION.  You could then add the equipment that is being installed.
Next you can specify the quantity of the quote item.

(stock item/invoice option) Quantity for This Item:

The item you have chosen will appear at the top of the requester.  The
number '1' will appear in the information box.  You can Clear it, delete
it, or backspace over it to put in a different number if you wish.  You can
Cancel to go back to the main quote requester and choose a different item.

(stock item/invoice option) Price of This Item:

Now you can adjust the price, if desired.  The price will appear in the
information box.  You can Clear it, delete it, or backspace over it to put
in a different price.  If you Cancel from this requester, the price will be
$0.00.

If you chose an invoice option that was set to not ask description,
quantity or price, these requesters will be skipped for that invoice
option.

The item will now appear on the first clear line on the quote, with the
quantity and the price you have entered.  After the first ten lines of the
quote, Retail Escort will move you to the second page of the quote, and
down it, to show you the new items appearing on the quote.  When you have
completed the quote entry, you will again see the main quote requester.
You can enter a new item or ring up.

RINGING UP

Enter Description, '/######' for Stock Number.  '/##' for Invoice Option,
CANCEL to Ring Up.

Clicking on Cancel, or clicking on OK while the information box is blank,
or hitting Return while the information box is blank, will signal Retail
Escort that you wish to Ring Up the quote.  If the quote has reached the
maximum of sixty four lines, Retail Escort will ring up automatically.  As
the quote has been constructed, Retail Escort has been subtotaling,
computing the tax, and displaying the total.  Now it will recompute
everything and do some disk housekeeping to insure everything is in its
proper place.  When the VCR panel clears and the pointer reappears, the
quote has been completed.

EDITING THE QUOTE

After you have rung up, you can still make some changes to the quote.


You cannot change the salesperson after entry, even when the quote is
converted to an invoice.

You can edit the expiration date by clicking on the label or field of
Expires.  You will get a requester for you to enter a date or enter a
number for the number of days from today the quote will be good for.  You
can edit the body of the quote by clicking on the Edit button at the bottom
of the Form.

Edit This Quote?

Answering Yes will change the four buttons at the bottom left of the screen
to indicate that you are editing the quote.  Before they were:

New Find Edit Print

They now look like this:

11-27 28-47 48-64 RingUp

The three numbered buttons provide an easy way to get to those quote lines,
while the RingUp button will let Retail Escort know when you have finished
editing.

While you are editing you will use only the changed buttons and the buttons
that move you around the quote.  All other buttons on the screen are
inoperative .

You can use the numbered buttons or the long narrow buttons on the left
side of Retail Escort to go to the quote line you wish to edit.  The long
buttons on the left of the quote have letters or numbers on them.  For
instance, the button marked 2 on the main part of the Quote Form will take
you to the top of the second page, (2 for 2nd page,) of the Quote Form.
Once at the second page, you will see move buttons marked U for moving Up,
B for going Back to the main part of the Form, and D for moving Down
towards the bottom.  To edit a line, simply use the mouse to click on the
line you wish to edit.  You will then see a requester that shows the item
you have chosen and asks:

(stock item) YES to Edit, NO to Replace, CANCEL to Delete.

Chose the button that corresponds to the change you want to make to the
quote line.  If you answer Yes, to edit the line, you have access to
requesters that let you edit the description, the quantity, and the price.
The quote will then recompute and your pointer will reappear.  You can then
chose another line for editing.  If you answered No, to replace the line,
you will see the main quote requester.  You can choose an entirely new
quote item which will replace the old quote line.  If you answered Cancel,
to delete the line, Retail Escort will ask to confirm the deletion.  It
will then delete the line, moving all the other lines up to fill.  The
quote will then recompute.

If you accidentally clicked on the wrong line, chose Cancel.  This will
bring you to the requester that allows you to back out of a deletion.
Answer No, and you will be returned to your edit of the quote without
making any changes.

To add a line, click on a blank quote line.  The next space will be filled
with the quote item you choose from the main quote requester.  Always ring
up when you have finished editing the quote.

CHANGING THE TAX STATUS

Level 3 clearance is required to change a quote's tax status.  Otherwise a
level 3 password must be entered.  This password will only allow the tax
status to be changed for this one quote.  After that, the password level
returns to the original setting.


Editing the tax status.


To change the tax status of the quote, click on the label or field of Tax.
If the quote's status is now Taxable, the requester will ask:

Change Tax Status to Non-Taxable?  Change CTY/STE Status to Non-Taxable?

If the quote's status is now Non-Taxable, the requester will ask:

Change Tax Status to Taxable?  Change CTY/STE Status to Taxable?

If you answer No, no changes will be made.  If you answer Yes, the change
to the tax status will appear, and the Total will be recomputed.


Editing the GST and PST status.


To change one of the taxes on the quote, click on the label or field of GST
or PST.  If the tax status is now Taxable, the requester will ask:

Change (GST/PST) Status to Non-Taxable?

If the tax status is now Non-Taxable, the requester will ask:

Change (GST/PST) Status to Taxable?

If you answer No, no changes will be made.  If you answer Yes, the change
to the tax status will appear, and the Total will be recomputed.

After editing the tax status...




PRINTING THE QUOTE

When the quote is the way you want it, click on the Print button.

Are You Ready to Print This # of Quote Copies?

The amount in the information box is the default number of invoice copies
you set in the Maintenance Form.  You can Clear the information box and
enter a different number.  If you are not ready to print, you can Cancel.
After the first quote copy, the copies will have "COPY 1" for the second
copy, "COPY 2" for the third copy, and so on, printed at the bottom.  If
you enter the letter 'D' or 'd' before the number in the information box,
such as 'd2', the quote will have "DUPLICATE 1" for the first copy,
"DUPLICATE 2" for the second copy, and so on, printed at the bottom.

PRICE QUOTE OPTIONS

You can convert a price quote into an invoice by clicking on the hidden
button in the label Price Quote - Price Quote - Price Quote, between the
Find/New and Main Menu buttons.
You can convert a quote for this customer or another, duplicate the quote
for this customer or another, and get a profit for the quote.

The Quote Form does not insert serial numbers for stock items which have
the serial number option set to Yes.  Once the quote is converted, you will
have the opportunity to do so as the marked stock items appear in the
converted invoice.  If there is not enough room for both the quoted stock
items and the additional serial number lines, the Quote will be truncated
at the end of the second page.  You will then need to enter the missing
items manually in a second invoice.

First make sure you have the quote you want to convert showing in the Form.

Convert This Quote Into an Invoice?

If you're not sure, answer No.  This is your last chance to change your
mind.  Answering Yes will change the text at the top from Price Quote -
Price Quote - Price Quote to Processing...Converting...  Once the
processing is finished, Retail Escort will then switch to the Invoice Form.
If the quote belongs to a customer with an assigned Customer #, the
customer will be brought into the Invoice Form.

If the customer has a valid discount, the discount will be added to the end
of the converted quote.  If there is not enough room for both the quoted
stock items and the discount line, the Quote will be truncated at the end
of the second page.  You will then need to enter the missing items manually
in a second invoice.

If a customer's discount has expired, you will be notified before the
invoice is entered.  Before you can create a new invoice for this customer,
you must first update the customer's discount status.

Customer's SENIOR CITIZEN Discount EXPIRED on 09/17/92.  YES to Update
Discount, NO to Remove Discount.

In order to proceed with the conversion, you must make a decision about the
customer's discount status.  You can answer No, which will remove the
discount and let you proceed with the quote conversion.

Retail Escort allows operators with less than a level 3 clearance to remove
discounts because they should not be prevented from converting quotes for a
customer.  If the customer is entitled to a discount, the invoice can be
edited later.

You can answer Yes, which will let you update the customer's discount
status.

Discounts can be changed only if the operator has a level 3 clearance.
Otherwise a level 3 password must be entered.  This password will only
allow the discount to be edited this one time.  After that, the password
level returns to the original setting.

You can then edit the customer's discount status in the usual manner before
proceeding with the quote conversion.

If the Quote Name is not in the Customer database yet, it will be brought
into the Invoice Form and assigned a Customer #.  Now that the Quote Name
has been converted into a Customer, any quote information will now show
this Customer #.  You will be asked:

Do You Want the Shipping Information to be the Same as the Main
Information?

Answer Yes, and Retail Escort will copy the billing information to the
shipping information fields.  Answer No, and you can enter the shipping
information in the blank fields.

To Someone's Attention?  CANCEL for None.

Here you can enter a name that will appear above the shipping information
when the invoice prints.  Click on Cancel for nothing to appear in that
field.  Once the customer has appeared in the Invoice Form, Retail Escort
will begin creating the invoice.

Purchase Order Number:

If you entered a default purchase order in the Maintenance Form, you will
see it here.  The Clear button will clear the information box if you want
to enter a different purchase order number.  If you Cancel it will default
to the original information in the information box.

Enter Date of Invoice:

You will see today's date in a requester for the date of the invoice.  You
can edit this date.  Cancel will enter today's date.  You will see this
information getting filled in beneath the customer's name and address.  An
invoice number will be generated automatically.  The original salesperson
entered for the quote will become the salesperson for the invoice.  Next
you will see the line items from the quote appearing as invoice lines.  If
the line item has the serial number option set to Yes, Retail Escort will
pause while you decide about the serial number.

(stock item) Enter Serial Number for This Item.

"SERIAL NUMBER " is already in the information box, ready for you to type
it in.  The next clear line on the invoice will hold the serial number.  If
you hit Return or click on OK without entering a serial number the line
will read:

SERIAL NUMBER _________________________

If you Cancel there will be no serial number, and the next invoice item
will go on the next clear line.  After the first ten lines of the invoice,
Retail Escort will move you to the second page of the invoice, and down it,
to show you the new items appearing on the invoice.  When the entire
invoice has been converted, the ringup will proceed automatically.  After
the conversion process is complete, the invoice can be edited.

MAKE LABELS

In the Quote Form you can make a billing label by clicking on the label
Name to the left of the quote name.  It doesn't matter if the quote name is
an actual customer or just a quote name.

	JONES, TOM Make Mailing Label For This Quote Name?

If you answer Yes, Retail Escort will make the appropriate label.  When you
go into the Label Form you will see that the label has been added to the
cache automatically.  If you answer No, no label will be made.

Label Form

The Label Form prints mailing labels for customers, suppliers, and entries
from scratch.  The far right button, labeled Main Menu, will always close
down the present Form and bring you back to the Main Menu of Forms.


Selecting entries for labels will save your choices automatically.


However you enter them, labels are cached until you are ready to print.
You will always see the total displayed beneath the Main Menu button,
Labels In Cache #.

CHOOSING LABELS FROM THE CUSTOMER DATABASE



This tutorial will teach label selection skills.


You will need to have already entered some customers in the Invoice Form.
Make sure the printer default in the Maintenance Form matches the printer
you are going to print the labels on.

Click on the Customer button.

Enter Customer Number, Name, or Search String:  Enter '!' for Additional
Options.

If you wish to choose one customer to add to the cache of labels, you can
enter their Customer #, the first few letters of the name, or a search
string.  The customer you choose will appear in the Label Form, which
displays the name and Attn:  field of the customer.  The address in the
label is always the shipping address.

If you entered '!' you will see a menu of options:

Choose a Range of Customers:

By Name By State By Zip

CUSTOMER LABELS BY A RANGE OF NAMES

If you chose By Name, you can enter the first letter of the group of
customers you wish to make labels for.

Enter Beginning Letter of Range:

Enter a single letter that precedes the end of your range.  For instance,
if you wanted to select all customers whose names began with A-D, you would
enter 'A' in the information box.  Cancel will take you out of the label
subroutine.

Enter Ending Letter:  CANCEL for None.

Here you would enter 'D' as the second letter from our example.  If you
only want the customers whose names begin with 'A', you would hit Return on
an empty information box, or click on Cancel.

YES to Use Billing Name, NO to Use Shipping Name.

Answer Yes to use the billing name and address in creating your labels.
Answer No to use the shipping name and address in creating your labels.

You will see the label Labels In Cache # change to Now Processing...  while
Retail Escort finds your choices and places them in the cache.  When the
label Labels In Cache # comes back, it will have updated the number of
labels.

CUSTOMER LABELS BY STATE

If you chose By State, you can enter the two letter abbreviation of the
state you wish to make labels for.

Enter State:

Cancel will take you out of the label subroutine.

YES to Use Billing State, NO to Use Shipping State.

Answer Yes to use the billing state and address in creating your labels.
Answer No to use the shipping state and address in creating your labels.

You will see the label Labels In Cache # change to Now Processing...  while
Retail Escort finds your choices and places them in the cache.  When the
label Labels In Cache # comes back, it will have updated the number of
labels.

CUSTOMER LABELS BY ZIP CODE

If you chose By Zip, you can enter the whole or partial zip code of the
group of customers you wish to make labels for.

Enter Zip:

You can enter the full zip code or just a prefix.  If you do, such as '117'
or '9', be sure to add the wild card '*' to the end, such as 117*.  This
will get every zip code that begins with '117'.  Cancel will take you out
of the label subroutine.

YES to Use Billing Zip, NO to Use Shipping Zip.

Answer Yes to use the billing zip and address in creating your labels.
Answer No to use the shipping zip and address in creating your labels.

You will see the label Labels In Cache # change to Now Processing...  while
Retail Escort finds your choices and places them in the cache.  When the
label Labels In Cache # comes back, it will have updated the number of
labels.

END OF TUTORIAL


CHOOSING LABELS FROM THE SUPPLIER DATABASE

You will need to have already entered some suppliers in the Stock Form.
Make sure the printer default in the Maintenance Form matches the printer
you are going to print the labels on.

Click on the Supplier button.

Enter Supplier Number, Name, or Search String:  Enter '!' for Additional
Options.

If you wish to choose one supplier to add to the cache of labels, you can
enter their Supplier #, the first few letters of the name, or a search
string.

To the Attention of:  Edit for Other, CANCEL for None.

The entry in the information box is the Contact field from the Stock Form.
You can edit it to specify the person the shipment is going to, or accept
the information already there.  Cancel to have no Attn:  field on the
label.  The supplier you choose will appear in the Label Form, which
displays the name and Contact field of the supplier.  If you entered '!'
you will see a menu of options:

Choose a Range of Suppliers:

By Name By State By Zip

SUPPLIER LABELS BY A RANGE OF NAMES

If you chose By Name, you can enter the first letter of the group of
suppliers you wish to make labels for.

Enter Beginning Letter of Range:

Enter a single letter that precedes the end of your range.  For instance,
if you wanted to select all suppliers whose names began with A-D, you would
enter 'A' in the information box.  Cancel will take you out of the label
subroutine.

Enter Ending Letter:  CANCEL for None.

Here you would enter 'D' as the second letter from our example.  If you
only want the suppliers whose names begin with 'A', you would hit Return on
an empty information box, or click on Cancel.

To the Attention of:  For All Selected, CANCEL for None.

To help you make announcements to your suppliers, you can enter an Attn:
field, such as ACCOUNTS RECEIVABLE, that will be on every label under this
range.  Cancel to have no Attn:  field on the printed labels.

You will see the label Labels In Cache # change to Now Processing...  while
Retail Escort finds your choices and places them in the cache.  When the
label Labels In Cache # comes back, it will have updated the number of
labels.

SUPPLIER LABELS BY STATE

If you chose By State, you can enter the two letter abbreviation of the
state you wish to make labels for.

Enter State:

Cancel will take you out of the label subroutine.

To the Attention of:  For All Selected, CANCEL for None.

To help you make announcements to your suppliers, you can enter an Attn:
field, such as ACCOUNTS RECEIVABLE, that will be on every label under this
range.  Cancel to have no Attn:  field on the printed labels.  You will see
the label Labels In Cache # change to Now Processing...  while Retail
Escort finds your choices and places them in the cache.  When the label
Labels In Cache # comes back, it will have updated the number of labels.

SUPPLIER LABELS BY ZIP CODE

If you chose By Zip, you can enter the whole or partial zip code of the
group of suppliers you wish to make labels for.

Enter Zip:

You can enter the full zip code or just a prefix.  If you do, such as '117'
or '9', be sure to add the wild card '*' to the end, such as 117*.  This
will get every zip code that begins with '117'.  Cancel will take you out
of the label subroutine.

To the Attention of:  For All Selected, CANCEL for None.

To help you make announcements to your suppliers, you can enter an Attn:
field, such as ACCOUNTS RECEIVABLE, that will be on every label under this
range.  Cancel to have no Attn:  field on the printed labels.

You will see the label Labels In Cache # change to Now Processing...  while
Retail Escort finds your choices and places them in the cache.  When the
label Labels In Cache # comes back, it will have updated the number of
labels.

CHOOSING LABELS FROM THE QUOTE NAME DATABASE

You will need to have already entered some Quote Names in the Quote Form.
Make sure the printer default in the Maintenance Form matches the printer
you are going to print the labels on.

Click on the Quote button.

Enter Quote ID, Name, or Search String:  Enter '!' for Additional Options.

If you wish to choose one Quote Name to add to the cache of labels, you can
enter their Quote ID, the first few letters of the name, or a search
string.  You will see not only the entries that are Quote Names, but also
any customers you have quoted.  The Quote Name you choose will appear in
the Label Form, which displays the name and Attn:  field of the Quote Name.

If you entered '!' you will see a menu of options:

Choose a Range of Quote Names:

By Name By State By Zip

QUOTE NAME LABELS BY A RANGE OF NAMES

If you chose By Name, you can enter the first letter of the group of Quote
Names you wish to make labels for.

Enter Beginning Letter of Range:

Enter a single letter that precedes the end of your range.  For instance,
if you wanted to select all Quote Names whose names began with A-D, you
would enter 'A' in the information box.  Cancel will take you out of the
label subroutine.

Enter Ending Letter:  CANCEL for None.

Here you would enter 'D' as the second letter from our example.  If you
only want the Quote Names whose names begin with 'A', you would hit Return
on an empty information box, or click on Cancel.

You will see the label Labels In Cache # change to Now Processing...  while
Retail Escort finds your choices and places them in the cache.  When the
label Labels In Cache # comes back, it will have updated the number of
labels.

QUOTES NAME LABELS BY STATE

If you chose By State, you can enter the two letter abbreviation of the
state you wish to make labels for.

Enter State:

Cancel will take you out of the label subroutine.

You will see the label Labels In Cache # change to Now Processing...  while
Retail Escort finds your choices and places them in the cache.  When the
label Labels In Cache # comes back, it will have updated the number of
labels.

QUOTE NAME LABELS BY ZIP CODE

If you chose By Zip, you can enter the whole or partial zip code of the
group of Quote Names you wish to make labels for.

Enter Zip:

You can enter the full zip code or just a prefix.  If you do, such as '117'
or '9', be sure to add the wild card '*' to the end, such as 117*.  This
will get every zip code that begins with '117'.  Cancel will take you out
of the label subroutine.  You will see the label Labels In Cache # change
to Now Processing...  while Retail Escort finds your choices and places
them in the cache.  When the label Labels In Cache # comes back, it will
have updated the number of labels.

ENTERING LABELS FROM SCRATCH

This function has a hidden button.  To activate the labels from scratch
subroutine, click on the second field of the Zip+4 area.  Then hit Return.
You will see the label:

Labels In Cache # change to All Entries Automatically CAPITALIZE

while the Attn:  field opens up for you to enter the label information.
Anything you enter will be capitalized in the label.  As you type and hit
Return, Retail Escort will move through the fields as you enter the name
and address for a label that is not based on entries in your databases.  If
you make a mistake while entering, or wish to change the information in the
field, you can use the cursor, delete, and backspace keys.  You can click
the mouse in a field you wish to return to.

Make sure your entries are correct before you hit Return on the second part
of the Zip Code field.  This will automatically save your label from
scratch--errors and all.

Alternately, once you become familiar with the labels from scratch
subroutine, you can click on the Attn:  or Company field and begin your
entries.  When you hit Return on the second part of the Zip Code field
Retail Escort will automatically save your label and add it to the cache.

MAKING LABELS FROM OTHER FORMS

You can make labels from any form in which customers appear.  Have the
customer showing in the Form, and click on the hidden buttons.  In the
Receivable Form you can make a billing label by clicking on the letters
BILL to the left of the name and address.  In the Invoice Form you can make
a billing label by clicking on the letters BILL to the left of the billing
name and address, or a shipping label by clicking on the letters SHIP to
the left of the shipping name and address.  In the Quote Form you can make
a billing label by clicking on the label Name to the left of the quote
name.  It doesn't matter if the quote name is an actual customer or just a
quote name.  When you go into the Label Form you will see that the labels
have been added to the cache automatically.

PAGING

Labels are displayed in the order they were entered, with the oldest at the
top.  The buttons marked with arrows to the left of the Main Menu button
provide a way to move through pages of labels.  The up arrow, /\, will move
forward to the newer labels, while the down arrow, \/, will move back
towards the oldest labels.  If you leave the Form on a newer page and enter
labels, the Form will return to the first page.

PRINTING THE LABELS


The labels always print in zip code order.


Click on the Print button when you are ready to print.

If you are set on dot matrix:

Are You Ready to Print?

This requester gives you time to set up your printer properly.  When you
answer Yes, it will print the labels and return you to the Form.

If you are set on laser:

Are You Starting with an Irregular Page?

An irregular page is a sheet of laser labels with some of them peeled off.
If you are going to start on an irregular page, answer Yes.  Retail Escort
will then show you a representation of a sheet of laser labels.  Click on
the button that corresponds to the first blank label on the page where
printing will begin.

In order to take advantage of the irregular page feature, you need to keep
the Labels Before Form Feed field in the Maintenance Form set at the
default, which is 10.

If you are starting with a fresh page, and want the labels to begin
printing at the top left label, answer No.

Cancel will leave the print labels subroutine.

Retail Escort will proceed to print the labels a sheet at a time, with this
requester in between:

OK When Ready for Labels.

Each time the new sheet is fed in, you will click on OK to let Retail
Escort proceed.

@
REPORT FORM

The Report Form holds general reports.  The far right button, labeled Main
Menu, will always close down the present Form and bring you back to the
Main Menu of Forms.

You can choose to send any report to the screen or the printer.  All
reports have page numbers.


ALL SALES

YES to See Sales for (today), NO to Enter Date Range.

Answer Yes to have the report default to today's date.  Answer No to enter
a range of dates.  Cancel to not see the report.  This report lets you look
at total sales for the day or a range of dates.  It shows the customer's
name, the state or province, the invoice date, and the total amount of the
sale.

PROFIT (with separate COSTING)



This tutorial will teach report skills.

YES to See Profit for (today), NO to Enter Date Range.

Answer Yes to have the report default to today's date.  Cancel to not see
the report.  Answer No to enter a range of dates.

Enter Beginning Date of Profit Report.

Enter the date that will be the first date the report will display.

Enter Ending Date of Profit Report.

Enter the date that will be the last date the report will display.  The
profit report will be calculated between and including these dates.

Send to Printer?

Answer Yes to send the report to the printer.  Answer No to see the report
on the screen.

The report will show the date of sale, the name of the item, and the price,
cost, and profit of the item.  At the bottom of the report will be the
shipping costs which will be deducted from the profit and the money fields
are totaled up.  If you are printing to the screen, the report will appear
one screenful at a time.  Press the space bar or click on the Pause button
to see the next page.  If you are printing to the printer, the Report Form
will automatically reappear after printing.  When the report is finished,
you will see the message Updating the Files.  Please Wait...  When the
message disappears you can click on another Report.


END OF TUTORIAL


SALES TAX

YES to See Taxes for (today), NO to Enter Date Range.

Answer Yes to have the report default to today's date.  Answer No to enter
a range of dates.  Cancel to not see the report.  This report will show you
taxables first, with the customer name, the state or province, the
subtotal, taxes and total of each invoice within the range of dates.  Then
the non-taxables, which will show you the customer name, state or province,
tax number, and total of each invoice within the range of dates.  The money
fields are totaled at the end of the report.

FINAL TAX

This report is like the Sales Tax Report, except it makes a change to the
data so you don't accidentally pay sales tax twice on the same invoice.

This Report will FREEZE the Tax Status of Invoices in the Date Range.
Continue?

Answer No if you just want to see what will be due.  Run the Sales Tax
report instead.  Answer Yes if you want to run your official report.  Enter
the range of dates that sales tax is due for, and Retail Escort will check
those dates for invoices that may have had tax paid previously.  If you get
a warning--

!!WARNING!!  Some Payments from 2/28/92 to 5/31/92 Were Already FROZEN.  Do
You Want to Continue?

It means you've lost track of dates and there is an overlap.  If you
entered the wrong dates you will be able to see it in the requester.  You
can answer No and re-enter the dates.  You can answer Yes without harming
anything.  Retail Escort will only report on the invoices that did not have
sales tax already paid.  If your dates present no problems, you will see
the message Processing...Please Wait...  at the top of the screen.

Send to Printer?  It is recommended that you always answer Yes to send the
Final Tax Report to the printer.  You cannot run the report again to the
printer since Retail Escort will not show the same taxes twice in this
report.  You could run the Sales Tax Report with the same dates, but then
you would not have the date overlap protection.

Retail Escort will then show you a report of the sales tax due, and give
you an opportunity to see a separate report for non-taxed sales.  The money
fields are totaled at the end of the report.  The reported invoices will
then be frozen.  They will not come up on a Final Tax Report again, and
they cannot have their tax status changed.

CUSTOMER LIST

After answering the requester Send to Printer?  you will see:

YES for All Customers, NO for Range of Names.

Yes will print all customers.  No will print a range of customers.

The report shows the customer name, the Customer #, the first telephone
number and its extension.

SUPPLIER LIST

After answering the requester Send to Printer?  you will see:

YES for All Suppliers, NO for Range of Names.

Yes will print all suppliers.  No will print a range of suppliers.  The
report shows the supplier name and contact, the Supplier #, and the
telephone and fax numbers.

SUPPLY LIST

First you choose a supplier.

Enter Supplier Number, Name, or Search String:

After choosing a supplier from the menu, to entering the Supplier #
directly, you can then enter a range of dates.  This report shows
everything you have ordered from that supplier in the range of dates.  It
shows the stock item, when ordered, when arrived, the quantity, the price,
and the total on the order.  The money fields are totaled at the end of the
report.

DAY'S END

YES to See Day's End for (today), NO to Enter Date Range.

Answer Yes to have the report default to today's date.  Answer No to enter
a range of dates.  Cancel to not see the report.

Once you have entered the parameters of the report, this report will first
show all the accounts transactions that have occurred for those dates, such
as payments, refunds, debits, or credits, and then show all invoice items
that have been sold during that time.  The last part of the report will
show all tax and totals for that date range.

COMMISSION

The Commission report shows the amounts the salespeople earned during a
range of dates. There are four options, depending on your need.

Commissions Include Returns & Trade Ins
Commissions Include Returns/NOT Trade Ins
Commissions Include Trade Ins/NOT Returns
Commissions Without Returns or Trade Ins

Enter Beginning Date of Commission Report.

Enter the date that will be the first date the report will display.

Enter Ending Date of Commission Report.

Enter the date that will be the last date the report will display.  The
Commission report will be calculated between and including these dates.

Send to Printer?

Answer Yes to send the report to the printer.  Answer No to see the report
on the screen.

The report will show, on the far left, the salesperson ID for each invoice,
grouped alphabetically by ID.  It also shows the the date of sale, the name
of the item, and the price, cost, (if applicable,) and commission on the
item.  If you are printing to the screen, the report will appear one
screenful at a time.  Press the space bar or click on the Pause button to
see the next page.  If you are printing to the printer, the Report Form
will automatically reappear after printing.  When the report is finished,
you will see the message Updating the Files.  Please Wait...  When the
message disappears you can click on another Report.

DISCOUNTS

You have the choice of choosing one discount, or all discounts.  This
report will show all customers with a discount on their account, grouped
according to the type of discount.  The discount percentage will show to
the right of the discount.  The expiration date, if any, will show beneath
the discount.

Products

A requester will appear.  Choose the Product Report:

All Products Sold by Date Range Lists all products purchased within a date
range.

All Products Sold (current date) Lists all products purchased on the
current date.  Choose Product by Date Range - Addresses

Choose Product by Date Range - Markup Choose Product by Date Range - Phone
#'s Popular Products by date Range Popular Products by Markup


Checks Form


The Checks form handles the writing of checks for your business.  The far
right button, labeled Main Menu, will always close down the present Form
and bring you back to the Main Menu of Forms.  When you have a PO Due for
Payment showing in the Main Menu the Checks Form will automatically show
this PO.

The top display will show these buttons:

Start Options Trans List Print Reports


Start:  A requestor will appear:  Date of Check It will display the current
date, to edit the date click on the date box or CLEAR, to accept the date
click on YES, you can exit the requestor by clicking on CANCEL.

Once you accept the date, the next requestor Choose the Payee:  will
appear.  You have these choices:

Customer Enter Customer Number or Name, or Search String:  Choose Customer
from list or type in customer name.

Previous Enter The First Few Letters of Payee:  Choose Payee for new check.
Choose from list of previous checks.

Scratch Name of Payee:  Enter the name of the payee, enter the address of
the payee, city, state, zip plus 4.

Supplier Enter Letters, Search String, or Supplier #:  Choose Supplier from
list of suppliers generated by search.

After completing the preliminary steps for each of these choices you then
enter the amount of the check.  Then a requestor for the Check Memo will
appear, you can leave it blank and click on OK, or click on the memo line
to enter a memo, then OK to accept.


Choose Bank Account to use for Check in the Amount of $25.00, OK for
Default Account.  Choose from the listed bank accounts or OK for Default
account.

You can click on Cancel in any of the requestors to exit that check.  When
printing a check for a supplier a new requestor will appear asking you Is
Check in Amount of $35.00 Paying a Non-PO Bill?  NO to put Money on
Supplier's Account.


If checks are made but not printed, any checks made & sent to the printer
after that will bring up a Warning...

Caution!  This Check is Out of Sequence.  Print Check # 1345 Anyway?

YES will send the check to the printer, NO will not print the check,
however it will not cancel the check, and the check number will still be
taken out of the sequence.


OPTIONS:  Enter Check # to Find, or Choose Check Option:

         Checks Not Printed Lists all checks not yet printed.  You can
choose a check to print from the list or cancel back to the Check Form.

         Choose Bank Account Select from listed bank accounts or type NEW
to start a new bank account.  OK for default account.  If New account:
Enter Account Number, Enter bank Name, Enter Starting Check #, then enter
your Beginning Balance.  You can CANCEL at any time in this process.

         Credit Card Account Choose Credit Card Bank Account.  The
requestor will list your default credit card account #.  After selecting
the credit card bank account then a new requestor will appear prompting you
Days to Process Credit Card Payments:  Click OK to accept the default
number or edit.

         Default Bank Account Choose Default Bank Account from listed
accounts.  Displays current Default account.

         Duplicate Any Check Enter the First Few Letters of Payee, or
'/#####' for Check Number.  Click on your choice from the list generated by
your search, Ok to duplicate.  New requestor displays:  Duplicating Check #
1234 for Jones Intercable Edit or OK for Amount of check, CANCEL for No
Check.  Then enter the date of the new check, displays current date.

         Edit Bank Account Info Choose Default Bank Account, then YES to
edit account information.

         Enter PO # for Check Enter the PO # you are writing the check for.

         Find Check by Check Number Enter the check number you are looking
for.

         Find Check by Payee Enter the name or first few letters of payee
or '/#####' for check Number.

         Mark PO's Due on CC paid On Credit Card Purchase Orders, Select
Date of Payment then Choose payment method.

         Multiple PO's - One Payee Pay several PO's with one check.Enter
Supplier Number, Name, or Search String:  "/CARD' for Credit Card Purchase
Orders.

         PO's Due for Payment Lists all PO's Due for Payment, select a PO
to create a check for.


TRANS:

This selects the default bank account, with a requestor for the transaction
date.  Choose Transaction Code, or Enter New Code.

         Cash Withdrawal
         Deposit
         Merchant Fees
         Service Charges
         Transfer In
         Tranfer out


 LIST:  With the default bank account you can choose a transaction report.
All Transactions/Date Range Single Transaction/Date Range

PRINT:  Prints the check currently displayed on the check form.

REPORTS:  Choose Report:  Lists to screen or printer.  Choose Payee to List
Checks Lists checks by payee within a date range

Payment Due (PO's) Lists all PO's with payment currently due.

Uncleared Checks Lists all currently uncleared checks under the default
account #.



CHECK FORM Hidden Buttons

Click on Account Balance to get running total of all bank accounts.


Click on Bank Name or Check Amount to edit check amount.

Click on Memo Line to edit Memo information.

Click on Cleared?  to mark Check as cleared or NO to Void the check.


PAYABLE FORM




The Payable Form lets you handle the more complicated aspects of the
Supplier's account.  The far right button, labeled Main Menu, will always
close down the present Form and bring you back to the Main Menu of Forms.


In the Supplier section, the upper part of the Form...  After making
changes in an editable field, click on the hidden save button in the
supplier # label or field.

The VCR panel is set for Supplier # order.

FINDING A SUPPLIER

The button on the far left, labeled Find/New, lets you choose a supplier
from the database.  The area at the top of the screen is used for
displaying the supplier's name, address, and telephone numbers for billing
only.  If you click on this button with the mouse, you will see a requester
that reads:

Enter Supplier Number or Name, or Search String:

You can enter the full supplier number, the first letters of the supplier
name you are seeking, or enter information with the wild card * for a
search.  You can clear the information box with the Clear button.
Canceling this requester will cancel the button, as though you never
pressed it at all, leaving the Form as before.  If you enter the first few
letters of the supplier name you are seeking, Retail Escort will display a
list of the supplier names in the database, using the letters as a starting
point of the names shown in the menu.  (Of course, if you have no
information in the database, this display will be blank.)

Choose supplier:  JONES01234 JONES STUFF, INC. 516-555-1234

If you entered a search string, such as *jon*, then Retail Escort will
display in the menu only the suppliers with 'jon' in the name.  This would
include JONES STUFF, INC., JONSON VIDEO, and THE JONATHON CLUB.  If you
entered the supplier number correctly, it will automatically be brought
into the Form.

ENTERING A NEW SUPPLIER

If you Cancel from any search menu, you will be given the opportunity to
enter a new supplier.

Enter a New Supplier?

Answering Yes will blank the Form and open up the fields to enter a new
supplier.  You cannot enter a new supplier by simply typing on a blank
screen.  Never type anything on a completely blank screen.  Always make
sure that there is a supplier showing on the Form before trying to change
or enter new information for that supplier.

Enter the name of the supplier, hit Return and you can continue on through
the fields.  After entering the address and the first phone number you can
enter an extension number and person's name for that phone number. After
the entries are completed, you can enter any number of telephone numbers in
the Stock Form. Click on the Supplier # to go to the Stock Form with the
Supplier you have showing.


EDITING SUPPLIER INFORMATION

If you make a mistake while entering new information, and have already left
a field, you can use the mouse or cursor keys to return to the field and
correct the information.  The field will change color and the cursor will
appear at the far left of the field.  You can use the cursor, delete, and
backspace keys to correct the error.  If you are changing the supplier name
in the billing section, this might also change the supplier #.  If it does,
Retail Escort will update the supplier name in the Quote Names database if
it also exists there, to maintain consistency between all supplier names
and supplier #'s.  All other information, such as a change in the address,
must be made in the Payable Form.


Always hit Return after editing the supplier name.  This will activate the
hidden button that updates the supplier # throughout the Forms.

To save changes to editable fields in the supplier information, hit Return
to get out of the field you were editing and click on the label or field of
supplier #.


PAGING

When the supplier is brought into the Form, the ten most recent Purchase
Orders will be displayed.  The buttons marked with arrows to the left of
the Main Menu button provide a way to move through pages of Purchase Orders
on the Payable Form.  The up arrow, /\, will move forward to the newer
Purchase Orders, while the down arrow, \/, will move back towards the
oldest Purchase Orders.

The Purchase Orders are displayed in the order they were created.  If you
always use the default date when creating an Purchase Order, the Purchase
Orders will be displayed in date order as well as Purchase Order order.

A light green star beside the date marks Purchase Orders as delivered.  A
light green star beside the Purchase Order number marks Purchase Orders as
paid.

PAYMENT

You can only make payments for a supplier who is showing in the Form.

Enter Date of Payment:  No to view previous payments.

The information box will show today's date.  You can edit or accept this
date.  If you Cancel you will leave the payment subroutine.

Amount of Payment?  Cancel For No Payment.

Enter the amount of the payment in the information box.  If you Cancel you
will leave the payment subroutine.  If you set Payment Method in the
Maintenance Form for "Y", the next requester will be a menu of payment
methods that you have created.  If you chose "CHECK" you will get an
additional requester to enter a check number.

If you do not see the payment method you want, you can enter it into the
information box and it will become part of your payment methods the next
time.

Supplier Has These Unpaid Purchase Orders:  CANCEL to Put $500.00 On
Account.

0000001023 VERBAL        3/22/92 $628.53
0000001374 PO5456-8526   5/01/92 $200.00
0000001445 VERBAL PER RJ 6/18/92 $73.00

This menu shows unpaid Purchase Orders the payment can be applied to.  This
menu shows the Purchase Order number, the Purchase Order number, the date
of the Purchase Order, and the total amount of the Purchase Order.  For
example, if you clicked on the middle entry, the Purchase Order number
1374, the next requester would look like this:

Balance Due on Purchase Order is $200.00.  Enter Amount to Apply to
Purchase Order.

In the information box would be the balance due on the Purchase Order, as
long as the balance due was less than the payment.  Otherwise, the amount
in the information box would be the amount of the payment.  You could
accept this amount, edit it, or Cancel to not pay anything on the chosen
Purchase Order.  If there was still money to be applied to Purchase Orders
left in the payment, you will see the unpaid Purchase Order menu again.

supplier Has These Unpaid Purchase Orders:  CANCEL to Put $300.00 On
Account.

0000001023 VERBAL        3/22/92 $628.53
0000001445 VERBAL PER RJ 6/18/92  $73.00

You could then choose another Purchase Order to apply payment on.  At any
time you can click on Cancel and apply all or part of the payment to the
supplier's account.


VIEWING PREVIOUS PAYMENTS

You will see a menu of payments made by this supplier.  Choose one, and you
will move to another part of the Form that will show the payment you have
chosen.  At the top you will see, on the left, a Print button, and a Menu
button on the right.  You can use the VCR buttons to move through the
payments.  You can use the Print button to print a receipt at any time for
the payment showing, and use the Menu button to return to the Payable Form.
If you have the Printed Messages in the Maintenance Form toggled to 'Y',
then the payable Receipt will print with the messages.

CREDIT

You can enter a credit that will be applied directly to the supplier's
account.  First make sure the supplier you want to credit is showing in the
Form.

YES to Enter a New Credit, NO to View Previous Credits.

If you answer Yes, you will see this requester:

Enter Date of Credit:

Today's date is in the information box as the date of the credit.  Edit or
accept with OK.  Cancel will leave the credit subroutine.

Amount of Supplier's Credit?  CANCEL for No Credit.

Enter the amount of the credit in the information box.  Cancel will leave
the credit subroutine.

Enter Credit Memo:

You can enter a credit memo in the information box, or Cancel for no memo.
The credit will appear on the account in the fields labeled Account Balance
and Total Credits.  If there is already money on account or previous
credits, the credit will be added to those amounts.

VIEWING PREVIOUS CREDITS

If you answered No to the main Credit requester, you will next see a menu
of credits made by this supplier.  Choose one, and you will move to another
part of the Form that will show the credit you have chosen.  At the top you
will see, on the left, a Print button, and a Menu button on the right.  You
can use the VCR buttons to move through the credits.  You can use the Print
button to print a receipt at any time for the credit showing, and use the
Menu button to return to the Payable Form.  If you have the Printed
Messages in the Maintenance Form toggled to 'Y', then the payable Receipt
will print with the messages.

DEBIT

You would use this button to correct a mistake in entering a payment, or
take away a bounced check or other wrong payment.  First make sure the
supplier you want to debit is showing in the Form.

Retail Escort does not allow you to delete a payment or credit.  You must
debit the incorrect entry instead.  This will leave an audit trail so you
have complete control of your accounts.

Choose the Debit Function:

Debit Account (Any Reason) Debit Account (Refund) Debit Previous Credit
Debit Previous Payment View Previous Debits


DEBIT AN INCORRECT ENTRY

Depending on which option you choose, you will see a menu of payments or
credits that have been entered for the supplier showing in the Form.

Choose the Entry to be Debited:

JON0000507 6/01/92 $ 200.00 VISA
JON0000508 6/09/92 $ 350.00 CHECK # 654897
JON0000509 6/15/92 $  50.00 AMERICAN EXPRESS
JON0000509 6/17/92 $  25.00 CREDIT

You will see the unique payment number, the date, the amount, and the type
of payment, or CREDIT if it is a credit.  Choose the payment or credit you
wish to debit.

Debit This Payment Made on 6/15/92 in the Amount of $50.00 for supplier#
JONES01234?

This requester is making sure you have chosen the entry you want to debit.
It is your last chance to back out.  If you answer Yes, you will next see:

Enter Debit Memo?

You can enter any memo, up to sixty characters, to describe why you are
debiting this entry, such as BOUNCED CHECK or INCORRECT PAYMENT AMOUNT.  If
you Cancel, the memo will simply read DEBIT.  Next Retail Escort will show
you a menu of Purchase Orders that have had money applied to them.

Deduct $50.00 From These Purchase Orders:  CANCEL to Deduct From Account.
0000001023 3/22/92 $852.26
0000001374 5/01/92 $100.00
0000001445 6/18/92 $ 25.00

This menu shows the Purchase Order number, the date of the Purchase Order,
and the amount paid on the Purchase Order.  Only Purchase Orders that have
amounts paid on them will show on this menu.  Choose an Purchase Order that
you wish to deduct money from.  If the amount deducted is from a paid
Purchase Order, it will then be marked unpaid.  At any time you can click
on Cancel and deduct the money from the account.  If you were to click on
the bottom entry in the example above, the next requester would look like
this:

Deduct $25.00 From These Purchase Orders:  CANCEL to Deduct From Account.

0000001023 3/22/92 $852.26
0000001374 5/01/92 $100.00

As you can see, the amount that needs to be debited has gone down by
$25.00, the amount paid on the Purchase Order you clicked on.  If you were
to click on Cancel now, the $25.00 would be deducted from the supplier's
account.

Debiting may create a negative balance on the account.  Payments or credits
made to the account will first go towards the negative balance before they
can be used towards Purchase Orders.

DEBIT THE ACCOUNT

You would use this option to debit from the supplier's account.

supplier's Account has a $25.00 Balance.  How Much to Debit?  (Refund)

Enter the amount you wish to debit.  This will be considered a refund

Refunding may create a negative balance on the account.  Payments or
credits made to the account will first go towards the negative balance
before they can be used towards Purchase Orders.

If you are going to create a negative balance on the account, the memo
requester will read:

Balance Forward Memo:  Otherwise, Enter Refund Memo:

After the memo has been entered, or you have clicked on Cancel for no memo,
the account will adjust to show the debit.

DEBIT THE ACCOUNT (ANY REASON) 
Choose this option when you want to debit an account for any reason other
than a refund.

Enter Debit Type:  Cancel for No Debit.

Enter your debit choice, usefull in correcting errors, without designating
the debit as a refund.

supplier's Account has a $25.00 Balance.  How much to Debit?

Debiting may create a negative balance on the account.  Payments or credits
made to the account will first go towards the negative balance before they
can be used towards Purchase Orders.

If you are going to create a negative balance on the account, the memo
requester will read:

Balance Forward Memo:  Otherwise, Enter Refund Memo:

After the memo has been entered, or you have clicked on Cancel for no memo,
the account will adjust to show the debit.

VIEW PREVIOUS DEBITS, or VIEW PREVIOUS REFUNDS

If you indicated you wanted to view previous debits or refunds, you will
next see a menu of debits or refunds made by this supplier.  Choose one,
and you will move to another part of the Form that will show the entry you
have chosen.  At the top you will see, on the left, a Print button, and a
Menu button on the right.  You can use the VCR buttons to move through the
debits or refunds.  You can use the Print button to print a receipt at any
time for the entry showing, and use the Menu button to return to the
Payable Form.  If you have the Printed Messages in the Maintenance Form
toggled to 'Y', then the payable Receipt will print with the messages.

PRINT RECEIPTS

Use the View option on the Payment, Credit, or Debit buttons to get to the
printing part of the Payable Form.  You can use the VCR buttons to move
through the entries.  You can use the Print button to print a receipt at
any time for the entry showing, and use the Menu button to return to the
Payable Form.  If you have the Printed Messages in the Maintenance Form
toggled to 'Y', then the payable Receipt will print with the messages.

ADJUSTING ACCOUNTS

To see information on or adjust a supplier's account, click on hidden
buttons in the upper right corner of the screen, where this information is
displayed.

You can check the account with the following formula:

Total Paid + Total Credits + Unpaid Purchase Orders = Total Sales + Total
Interest + Account Balance

Clicking on the field or label for Total Paid at the top of the Form will
bring up a requester that does the math comparing what the supplier owes to
what they have on account.  This is what you would see if the supplier has
extra money on account:

This supplier Has an Extra $101.63 on Account After Applying Account
Balance of $1000.00 To $898.37 of Unpaid Purchase Orders.

This is what you would see if the supplier still owes money after applying
the money on account:

This supplier Still Owes $632.48 After Applying Account Balance of $1000.00
to Unpaid Purchase Orders.

Clicking on the field or label for Unpaid Purchase Orders at the top of the
Form will bring the oldest ten unpaid Purchase Orders to the first page.
Click again on Unpaid Purchase Orders to make the form normal again.
Clicking on the field or label for Account Balance at the top of the Form
will allow you to apply money on account to unpaid Purchase Orders.

Edit or OK to Apply Amount Below to Unpaid Purchase Orders:

The amount showing in the information box is the same as the amount the
supplier has on account.  You can edit the amount in the information box to
the amount you want to take off the account and apply to unpaid Purchase
Orders.

supplier Has These Unpaid Purchase Orders:  CANCEL to Put $500.00 On
Account.

0000001023 VERBAL        3/22/92 $628.53
0000001374 PO5456-8526   5/01/92 $200.00
0000001445 VERBAL PER RJ 6/18/92 $ 73.00

This menu shows unpaid Purchase Orders the money on account can be applied
to.  It displays the Purchase Order number, the Purchase Order number, the
date of the Purchase Order, and the total amount of the Purchase Order.
Choose the Purchase Order you want to apply the money on account towards.
If you Cancel, the amount at the top of the menu will be reapplied to the
supplier's account.

Balance Due on Purchase Order is $628.53.  Enter Amount to Apply to
Purchase Order.

In the information box would be the balance due on the Purchase Order, as
long as the balance due was less than the amount taken from the account.
Otherwise, the amount in the information box would be the amount taken from
the account.  You could accept this amount, edit it, or Cancel to not pay
anything on the chosen Purchase Order.  The field labeled Total Interest
shows all the interest charged to the supplier's account.  Any money
applied to the supplier's account first goes to reduce any outstanding
balances.

REPORTS

When you click on the Reports button you will see a menu of reports.

Choose the Type of Report:  Payment List PO's By Payment Method

Choose the one you want, or Cancel to leave the requester.

Send To Printer?

You can click on No to make the report print to the screen.  To stop a
report, click on the second VCR button, the one with a solid square.  This
will return you to the Payable Form.

Payment List needs to have a supplier in the Form to start.  It will show
all payments made by this supplier.  You can enter a range of dates, or
Cancel on the first date requester to see all activity.

PO's By Payment Method Needs to have a supplier in the form to start.  You
can enter a range of dates, or Cancel to see all paid purchase orders dates
paid and forms of payments.

MAKE LABELS

Make a mailing label by clicking on the letters SUPP to the left of the
billing name and address.

	JONES, TOM Make Mailing Label For This supplier?

If you answer Yes, Retail Escort will make the appropriate label.  When you
go into the Label Form you will see that the label has been added to the
cache automatically.  Answering NO will switch the label handling.  This
allows for correct display of a company name with a , in the name.  For
example:  Smith, Teresa will be displayed as Teresa Smith when you make a
lable.  However:  Green, Hiscock, & Pierce would be displayed as Pierce
Hiscock Green .  Clicking on NO will allow the company name to print with
the , and in the proper order.  Answering Cancel will exit the lable
option.


  Errors, Problems, and Messages

Usually, the kind of errors you make are simple and easily handled.  Typing
and information errors are easily corrected on the Forms.  Check your Keys
to Saving to make sure the changes are saved.  If you have made a change,
do not save, and then try to use the VCR buttons, Retail Escort will detect
the changes and ask you if you want to save them to the Form.  Yes will
save, but No will not.  If you click on a button and nothing happens, you
probably are still in a Subroutine.  Hit Return to close up a colored area
where the background shows before continuing.  If you notice an error in
information that is not editable on the Form you are in, you will soon
learn which Form will let you change it.  Once you have corrected the
information in the proper Form and come back to your previous Form you will
see that the information is now updated.

If you type in an incorrect date and time, such as 15/32/91 or 26:00,
Retail Escort will detect this and give you another chance to enter the
information properly.  Sometimes you might cancel out of one of these
requesters and try to save.  The Form will not save information that is
incorrect; you might have to go back to the field and delete the incorrect
information before you can use the SAVE button.  If you try to enter text
in a field that is supposed to accept only numbers, you will be reminded of
the proper type of entry.  If you try to print and the printer is not set
up properly, you can recover from a terminated print command and click on
the button again once the printer is ready.

Other kinds of errors may occur.  If Retail Escort encounters some
difficulty it was not anticipating, you will get an Error Requester showing
the type of error.

You Have Encountered This Error:

Click on Retry to try again, hoping the situation was a temporary one and
is now cleared up.

OR

Click on Cancel, which will stop Retail Escort from trying the action that
created the error, and return you to the Form.

If Retry does not work, you will be returned to the Error Requester, and
can then click on Cancel.  If the only way to get out of this error is with
Cancel, then the problem has not gone away.  Please write down what the
Error Requester said and what you were doing when you got the Error
Requester.


Need to call us?  That number is 516-234-8110.  Our business hours are 2:00
PM to 8:00 PM EST.



RETAIL ESCORT Program & Documentation

(c) 1991-97 Mr. Hardware Computers
59 Storey Avenue Central Islip, NY  11722

516-234-8110