










				     SALES


				     POWER
				     

				   ORGANIZER














				  
				  User Manual       













				  
			   KEYCON TECHNOLOGIES, INC.

		       Making Computing Easier is the Key







Introduction

Definition of Shareware

Shareware distribution gives users a chance to try software before buying
it.  If you try a Shareware program and continue using it, you are expected 
to register. Individual programs differ on details -- some request 
registration while others require it, some specify a maximum trial period.
With registration, you get anything from the simple right to continue
using the software to an updated program with printed manual.

Copyright laws apply to both Shareware and commercial software, and the 
copyright holder retains all rights, with a few specific exceptions as 
stated below. Shareware authors are accomplished programmers, just like 
commercial authors, and the programs are of comparable quality. (In both 
cases, there are good programs and bad ones!) The main difference is in 
the method of distribution. The author specifically grants the right to 
copy and distribute the software, either to all and sundry or to a specific 
group. For example, some authors require written permission before a 
commercial disk vendor may copy their Shareware.

Shareware is a distribution method, not a type of software. You should find 
software that suits your needs and pocketbook, whether it's commercial or 
Shareware. The Shareware system makes fitting your needs easier, because
you can try before you buy.  And because the overhead is low, prices are 
low also. Shareware has the ultimate money-back guarantee -- if you don't 
use the product, you don't pay for it.

Disclaimer - Agreement
Users of the Sales POWER Organizer must accept this disclaimer of warranty:
"The Sales POWER Organizer is supplied as is.  The author disclaims all
warranties, expressed or implied, including, without limitation, the 
warranties of merchantability and of fitness for any purpose.  The author 
assumes no liability for damages, direct or consequential, which may result 
from the use of the Sales POWER Organizer."

The Sales POWER Organizer is a "shareware program" and is provided at no 
charge to the user for evaluation.  Feel free to share it with your friends, 
but please do not give it away altered or as part of another system.  The 
essence of "user-supported" software is to provide personal computer users
with quality software without high prices, and yet to provide incentive for 
programmers to continue to develop new products.  If you find this program
useful and find that you are using the Sales POWER Organizer and continue to 
use the Sales POWER Organizer after a reasonable trial period, you must make
a registration payment of $ 79 to Keycon Technologies, Inc.  The $ 79 
registration fee will license one copy for use on any one computer at any 
one time.  You must treat this software just like a book.  An example is 
that this software may be used by any number of people and may be freely 
moved from one computer location to another, so long as there is no 
possibility of it being used at one location while it's being used at 
another.  Just as a book cannot be read by two different persons at the
same time.





				     IND-1
Commercial users of the Sales POWER Organizer must register and pay for 
their copies of the Sales POWER Organizer within 30 days of first use or
their license is withdrawn.  Site-License arrangements may be made by 
contacting Keycon Technologies, Inc.

Anyone distributing the Sales POWER Organizer for any kind of remuneration 
must first contact Keycon Technologies, Inc. at the address below for 
authorization.  This authorization will be automatically granted to 
distributors recognized by the (ASP) as adhering to its guidelines for
shareware distributors, and such distributors may begin offering the 
Sales POWER Organizer immediately (However Keycon Technologies, Inc. 
must still be advised so that the distributor can be kept up-to-date 
with the latest version of the Sales POWER Organizer).

You are encouraged to pass a copy of the Sales POWER Organizer along to 
your friends for evaluation.  Please encourage them to register their copy
if they find that they can use it.  All registered users will receive a 
copy of the latest version of the Sales POWER Organizer software.






































				     
				     IND-2
		    Association of Shareware Professionals

				Ombudsman Policy

Keycon Technologies, Inc. is a member of the Association of Shareware 
Professionals (ASP).  The ASP wants to make sure that the shareware
principle works for you. If you are unable to resolve a shareware-related
problem with an ASP member by contacting the member directly, ASP may be
able to help. The ASP Ombudsman can help you resolve a dispute or problem
with an ASP member, but does not provide technical support for members'
products.  Please write to the ASP Ombudsman at 545 Grover Road, Muskegon, MI
49442-9427 USA, FAX 616-788-2765 or send a CompuServe message via CompuServe
Mail to ASP Ombudsman 70007,3536."












































				     IND-3
Chapter 1

Installing the Sales POWER Organizer
The Sales POWER Organizer program includes an installation program for MS-DOS 
systems.  The Sales POWER Organizer program files are provided in a compressed 
file format on three (3) 3.5" diskettes.

You can install the Sales POWER Organizer for MS-DOS from either the MS-DOS 
command prompt or DOSSHELL (MS-DOS V5.0 and higher).  To load from the command
prompt, type A: or B:, which will change your working directory to the 
diskette drive where the SPOLOAD.EXE file is located.

Then, type SPOLOAD, followed by ENTER, to start the Sales POWER Organizer 
installer program.  Optionally, you can install the Sales POWER Organizer 
from the hard disk directory by typing A:SPOLOAD or B:SPOLOAD.

If your primary hard disk drive is not C:, substitute the drive letter for C 
in the command above.

DOSSHELL Installation
To install the Sales POWER Organizer from DOSSHELL, point the mouse cursor to
and click the left mouse button on the diskette drive icon, either A or B 
where the SPOLOAD.EXE file is located.

When the A:\> or B:\> drive directory listing is displayed, point the mouse 
cursor to SPOLOAD.EXE, in the diskette directory listing, and click the left 
mouse button twice.  The Sales POWER Organizer installation program will then
load from diskette.  This will take a minute or more.

Sales POWER Organizer Installation Procedures
After the installation program is loaded, a menu screen with the default 
C:\POWER program directory is displayed.  Either accept C:\POWER as the default
program directory by typing ENTER, or type the name of the directory where you
want to load the program files and type ENTER when you've finished typing the
directory name.

After you've entered the Sales POWER Organizer directory name, the installation
program searches for your system's MS-DOS version.  The Sales POWER Organizer
requires MS-DOS Version 3.2 or higher.  If your system has an earlier version
of MS-DOS, the installation program will terminate.  Upgrade your system to a
MS-DOS Version 3.2 or higher before attempting to reload the Sales POWER
Organizer.  If your MS-DOS version is valid, the version number found is 
displayed.

The Sales POWER Organizer installation program introduces you to a major 
Sales POWER Organizer feature - Keycons.  Keycons are a patented Key (i)con 
technology that visually illustrates which keyboard key to type use specific 
program functions.  They integrate best attributes of the keyboard and 
icon-based point-and-click interfaces.  They also let you know what to do at
a glance, rather than making you search for speed keys in a user manual or 
pull down menus.




				      
				      
				      1-1
After the installation program locates your system's MS-DOS version, the 
program files on SPO Disk#1 begin loading.  When all of the files on SPO 
Disk#1 are loaded, the installation program loads SPO Disk#2 and SPO Disk#3
program files successively.  When the disk load prompt menu is displayed,
load the requested disk and type L or point the mouse cursor to and click the
left mouse button to the L Keycon.  Type ESC or point the mouse cursor to and
click the left mouse button to the ESC Keycon to abort Sales POWER Organizer
installation.                             

After installation, the program files that were stored as compressed files on 
the installation diskettes are decompressed into their normal disk file format.  
After all of the program files are decompressed, a menu screen will be 
displayed showing that all of the program files have been successfully 
installed.  The Sales POWER Organizer is now ready to use.











































				      1-2
Chapter 2

Introduction and Overview
The Sales POWER Organizer is a comprehensive PC application program for 
managing critical sales information.  Face it.  Organization is the key to 
sales success.  The less time you spend managing basic customer information, 
the more time you'll have for prospecting, making sales calls, and closing 
business.  The Sales POWER Organizer combines the key functions you need; 
customer list, phone list, and calendar management, sales call and expense 
reporting, sales forecasting, sales cycle planning, order and quote entry, 
and an activity tickler into an integrated application suite with a common,
easy-to-use user interface.

The Obvious User Interface and Keycons
To be effective, a sales organizer application must be easy to use.  If
it requires more time to learn than use, it's no more effective than any
assortment of editors, spreadsheets, and contact managers written by
programmers who sometimes expect you to be as computer literate as they 
are.  The Sales POWER Organizer was designed with simplifying the basics, 
as well as automating time consuming sales information tasks, in mind. 

The Sales POWER Organizer's Obvious User Interface (OUI) eliminates the 
guesswork common to many PC applications.  The Obvious User Interface tells you 
which key to press or what to do to activate application functions.  It does 
this with a new, innovative element, Keycons.  Keycons tightly integrate the 
computer keyboard into the Sales POWER Organizer programs, simplifying keyboard 
access to the critical Sales POWER Organizer functions.

Keycons are graphical key icons that represent which key to press to activate 
application functions.  This is important because, in spite of the advances in 
point-and-click user interfaces, the keyboard is still the fastest method for 
executing basic functions and moving between different input screens.  That's 
because your hands are usually on or around the keyboard for entering text 
information.  Most PC applications do offer optional keyboard shortcuts or 
"accelerator keys", for point-and-click actions.  But, accelerator keys usually 
require more than one keystroke and are often not well documented.  Keycons let 
you know which keys to press at a glance, rather than forcing you to search 
through pull down menus, user manuals, or on-line help  a time consuming task, 
at best.

Keycons can also be used like an icon.  To use a Keycon like an icon, simply 
point the mouse cursor to and click the left mouse button on the desired 
Keycon.  Keycons automate the most common Sales POWER Organizer functions -- 
Exit, Save, Delete, Export, Next (screen), and More (entries).  They also 
supplement scroll bars for selecting names, dates, and reports for editing or 
printing.  The Obvious User Interface also uses the more common icons and 
scroll bars, which are used when Keycons or keyboard key actions aren't 
practical or desirable.







				      

				      2-1
Sales POWER Organizer icons are used to 1) activate the data import utilities, 
2) activate Mouse Help (diagram 2-2), 3) turn Keycon display on/off, and 
4) provide instant access to the Phone Dialer, Calendar Manager, and Activity 
Tickler from other Sales POWER Organizer programs, such as the Sales 
Forecaster, Sales Cycle Planner, Orders & Quotes, etc.  They usually also 
return you to the exact place in the calling program when you're done.  The 
Obvious User Interface Keycons, icons, and scroll bars are described, in 
detail, later in this chapter.

Mouse Help
Another very important Sales POWER Organizer Obvious User Interface feature is 
Mouse Help.  Mouse Help is a real-time, context-sensitive help facility.  It 
displays small help tip windows on top of important Sales POWER Organizer 
application features as the mouse cursor is moved over those features.

For example, if the mouse cursor is positioned on top of a Keycon, a small help 
window explaining how that Keycon is used is displayed.  If the cursor is over 
an information entry box, a help window explaining what should be entered in 
that box is displayed.  Overall, Mouse Help displays information windows for 
all of the entry boxes, Keycons, icons, scroll bars, and other application 
features for all of the Sales POWER Organizer screens.

To activate Mouse Help, point the mouse cursor to and click the left mouse 
button on the Mouse Help icon.  Then, move the mouse cursor over any screen 
feature. A Mouse Help information window pops-up over each important screen 
feature.  If you need more general help information about a program screen, 
select the general help facility by typing F10 or pointing the mouse cursor
to and clicking the left mouse button on the F10 Keycon.
				      
				      
Changing the Mouse Cursor
You can change the mouse cursor to either the default hand-shaped pointer
or the standard MS-DOS arrow pointer with the Change Mouse icon displayed
in the upper left corner of the Sales POWER Organizer Main Menu.  The Change
Mouse utility displays a pop-up menu window that lets you select the mouse
cursor you want.

The Change Mouse icon features both a primary icon and a hidden Keycon icon.
Display the hidden icon by pointing the mouse cursor to and clicking the
right mouse button on the primary Change Mouse icon.  Activate the Change
Mouse by pointing the mouse cursor to and clicking the left mouse button on
either the primary or hidden Change Mouse icon or by typing F6.

Sales POWER Organizer Help
The Sales POWER Organizer help facility is an interactive utility that provides 
information about all of the Sales POWER Organizer program screen features.
All of the Keycons, icons, and scroll bars used in a specific program screen 
are displayed in the screen's help windows and can actually be tested by 
pointing the mouse cursor to and clicking the left mouse button on the Keycon, 
icon, or scroll bar.  You can also display and test the "hidden" Keycon for an 
icon by pointing the mouse cursor to and clicking the right mouse button on the 
icon.  Hidden Keycons are explained in greater detail in the Sales POWER 
Organizer Icons section.




				      2-2
Sales POWER Organizer Obvious User Interface Keycon Definitions
The Sales POWER Organizer program's Obvious User Interface uses many common 
Keycon definitions.  Other Keycons are used for different purposes in different 
programs.  The most common Sales POWER Organizer Keycon definitions are 
described below.

ESC     Exit without saving current information - makes the current program 
	exit and return to the Sales POWER Organizer's Main Menu or exits the 
	Sales POWER Organizer and returns to the MS-DOS prompt.

F1      Delete Current Information and Return to the Current Program's Main 
	Menu - deletes the record currently displayed on the screen, 
	permanently removes it from the current program's database, and returns 
	to the current program's main menu.  [Edit mode only].

F2      Save Current Information and Return to the Current Program's Main 
	Menu - permanently saves the information displayed on the screen in the
	current program's database and returns to the current program's main 
	menu.

F2      Save and Print - saves the information displayed in the Print Order - 
	Customer Address Information or the Print Expense Report Information 
	screens and prints the selected order or expense report.

F2      Transfer Information - completes the Product Information Transfer 
	function by returning to the calling program and transferring the 
	product information into the appropriate information screen product 
	fields.

F3      Save Current Information and Clear Screen for More Input - permanently 
	saves the information displayed on the screen in the current program's 
	database and clears the information screen so that another record can 
	be entered.  [Only in Enter or Set mode].
				      
F4      Export (edit information screens) - exports the information displayed 
	on the screen into an unformatted ASCII text file so that the 
	information can be used by other MS-DOS applications.

F4      Previous (selection menu screens) - Scrolls the previous sixteen names, 
	dates, etc. into the selection menu.

F6      More (selection screens) - Scrolls the next sixteen names, dates, etc. 
	into the selection menu.

F6      Next Screen (enter and edit information screens) - moves from the first 
	to the second Customer, Order, or Sales Call Report information screen.

F7      Previous Screen (enter and edit information screens) - moves from the 
	second to the first Customer, Order, or Sales Call Report information 
	screen.

F7      Weekly Forecast - (Sales Forecaster only) - pops up a Weekly Forecast 
	information screen above the forecast month where the text cursor is 
	located.
				      


				      2-3
F7      Previous Day - moves the calendar, activity tickler, or expense report 
	date back one day from the current day.  Prompts for save if current 
	day information has been entered or edited and prompts for edit if 
	information already exists for the new day.

F8      Next Day - moves the calendar, activity tickler, or expense report date 
	forward one day from the presently selected day.  Prompts for save if 
	current day information has been entered or edited and prompts for edit 
	if information already exists for the new day.

F8      Summary or Monthly Forecast- (Forecast Generator only) - displays the 
	Quarterly and Yearly display-only Summary forecast screen from the 
	Monthly forecast screen or reverts to the Monthly forecast screen from 
	the Quarterly and Yearly Summary forecast screen.

F9      Transfer Information - completes a Calendar Manager or Activity Tickler 
	Event Information Transfer by returning to the calling program and 
	transferring the selected event information into the appropriate 
	information screen event information fields.

F9      Print Only - prints without saving the information displayed in the 
	Print Order - Customer Address Information or the Print Expense Report 
	Information screens along with the selected order or expense report.

F9      Dial Phone Number - Dials the phone number displayed in the Phone 
	Dialer pop-up menu.

F10     Help - displays Help screen for the current Sales POWER Organizer 
	information screen.

Sales POWER Organizer Keyboard Keys
Other important keyboard keys not represented by Keycons but used throughout 
the Sales POWER Organizer Obvious User Interface are:
				      
Enter         Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Tab and Down 
	      Arrow keys.

Tab           Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Down
	      Arrow keys.

Shift+Tab     Move to previous entry box - makes the text cursor move to the
	      previous information entry box.  Functions the same as the Up
	      Arrow key.

Backspace     Delete previous character - makes the text cursor move backward
	      one character, deleting that character from the information entry
	      box.

Insert        Turns insert mode on and off - toggles insert mode between insert
	      and overwrite.  In insert mode, added text characters are 
	      inserted between the characters at the current text cursor 
	      location.  In overwrite mode, added text characters overwrite the
	      characters at the current text cursor location.


				      2-4
Down Arrow    Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Tab 
	      keys.

Up Arrow      Move to previous entry box - makes the text cursor move to the 
	      previous information entry box.  Functions the same as the 
	      Shift+Tab keys.

Right Arrow   Move to next character - makes the text cursor move forward to
	      the next character in the information entry box.

Left Arrow    Move to previous character - makes the text cursor move backward
	      to the previous character in the information entry box.

Home          Move to beginning of line - makes the text cursor move to the 
	      first character position in the information entry box.

End           Move to end of line - makes the text cursor move to the 
	      character position immediately past the last information entry 
	      box character.

Moving Between Information Entry Boxes with the Mouse
To move the text cursor from one information input box to another, point the 
mouse cursor to and click the left mouse button on the information input box 
that you want to move the text cursor to.  Moving the text cursor with the 
mouse is similar to using the tab, enter, arrow, or other keyboard keys to move 
the text cursor.  The primary difference is that you can arbitrarily move the 
text cursor to any information entry box with the mouse.  The keyboard keys 
only allow text cursor movement to an adjacent input box.

The Scroll Bar
The scroll bar is a rectangular column with an Up arrow at the top and a Down 
arrow at the bottom.  A scroll bar is used in all of the selection menus (name, 
date, etc.) and is displayed after more than sixteen records have been saved 
in the current menu's database.  For example, a report menu scroll bar is 
displayed when 17 or more reports are in a database.

Using The Scroll Bar
The scroll bar provides access to additional database customer names, dates, 
reports, etc.  The next 16 database entries are displayed by pointing the mouse 
cursor to and clicking the left mouse button on the down arrow.  The previous 
16 database entries are displayed by pointing the mouse cursor to and clicking 
the left mouse button on the up arrow.

You can also drag the scroll bar button (the small rectangle in the scroll bar 
column) up or down to move more menu selections into the menu screen.  Drag the 
scroll bar button by pointing the mouse cursor to and clicking and holding the 
left mouse button on the scroll bar button and then dragging the button up or 
down.  To stop dragging the scroll bar button, release the left mouse button.
The database records displayed are in proportion to the distance that the 
scroll bar button has been dragged.






				      2-5
When the scroll bar button is at the top of the scroll bar (next to the up 
arrow) the first 16 database entries are displayed.  If there are fewer than 
16 database records, less than 16 records are displayed.  There are 125 display 
positions in a scroll bar enabling up to 2000 database records to be accessed 
with one scroll bar.  16 new menu entries are displayed each time the scroll 
bar button is moved and until the last record in the menu database is reached.
To return to entries that have been previously displayed, move the scroll bar 
button up until the entries reappear.

Large Databases and Dual Scroll Bars
If there are more than 2000 records in any database, the number of records that
can be displayed using one scroll bar has been exceeded.  When a database size 
exceeds 2000 records, a second scroll bar is automatically displayed on the 
left side of the database's selection menu.  The left scroll bar switches 
between the second, third, fourth, etc. 2000 record groups from the large 
database.  For example, if the Customer List database has 3000 customer names, 
the second scroll bar is displayed when customer names beyond the 2000th are 
displayed.

The left scroll bar button is initially at the top of the scroll bar, meaning
that the selection menu displays the first 2000 database records.  To move to
the next group of 2000 menu entries, point the mouse cursor to and click the 
left mouse button on the scroll bar down arrow to move the scroll button down 
one position.  In the example above, the second scroll bar would be moved down 
one position to enable access to database records 2001 through 3000.  The left 
scroll bar button can also be dragged to a new position, as described in the
paragraph above.  With dual scroll bars, the Sales POWER Organizer supports up 
to 250,000 records per database.

Sales POWER Organizer Icons 
Sales POWER Organizer icons are displayed at the top of each Sales POWER 
Organizer information and menu screen.  Icons activate the Sales POWER 
Organizer functions described below.  To use an icon, point the mouse cursor 
to and click the left mouse button on the icon.  Some icons also support hidden 
Keycons.  Hidden Keycons represent the keyboard key that can be pressed as an 
alternate way of activating the icon function.  The common Sales POWER 
Organizer icons that support hidden Keycons are described below.

Mouse Help
Starts Mouse Help at any point in any Sales POWER Organizer program.

Help Icon
When Keycon display is turned off, the F10 Keycon is replaced with a Help Icon 
to provide fast Help facility access.

Keycon Display 
Turns Keycon display "OFF" or "ON".  When Keycon display is turned off, 
the Keycons are erased and most of the icons displayed at the top of the 
information or menu screen are moved to the bottom of the screen.  When Keycon
display is turned on, the information or menu screen's Keycons are displayed 
and all information or menu screen icons are displayed at the top of the screen.






				      2-6
Dial Phone Number Icon
The Dial Phone Number icon automatically dials the phone number, for a person 
selected from the phone list name selection menu, using your computer's 
internal or external modem.  Provides the same capability as the Phone List 
Main Menu Dial Phone selection.  The procedures for dialing a phone number 
are explained in detail in Chapter 4.  After the phone number is dialed, 
automatically returns to the same place in the calling program.

The Dial Phone Number icon features both a primary icon and a hidden Keycon 
icon.  Display the hidden icon by pointing the mouse cursor to and clicking 
the right mouse button on the primary Dial Phone Number icon.  Activate the 
Dial Phone Number utility by pointing the mouse cursor to and clicking the left 
mouse button on the primary or hidden Dial Phone Number icon or by typing F5.  

Calendar Icon 
Switches to the Calendar Manager program so that you can enter, edit, and print 
calendar information.  Provides the same capabilities as the Calendar Main Menu 
program.  Upon completion, automatically returns to the same place in the 
calling program.

The Calendar icon features both a primary icon and a hidden Keycon.  Display 
the hidden icon by pointing the mouse cursor to and clicking the right mouse 
button on the primary Calendar icon.  Activate the Calendar program by pointing 
the mouse cursor to and clicking the left mouse button on either the primary or 
hidden Calendar icon or by typing F11.

Activity Tickler Icon
Switches to the Activity Tickler program so that you can enter, edit, and print 
activity tickler information.  Provides the same capabilities as the Activity 
Tickler Main Menu program.  Upon completion, automatically returns to the same 
place in the calling program.

The Activity Tickler icon features both a primary icon and a hidden Keycon 
icon.  Display the hidden icon by pointing the mouse cursor to and clicking the 
right mouse button on the primary Activity Tickler icon.  Activate the Activity 
Tickler program by pointing the mouse cursor to and clicking the left mouse 
button on either the primary or hidden Activity Tickler icon or by typing F12.

Printer Icon
(Set Forecast and edit screens only).  Prints the information presently 
displayed on the screen Activated by pointing the mouse cursor to icon and 
clicking the left mouse button.  Also used to enable or disable the printer by 
pointing the mouse cursor to the icon and clicking the right mouse button.  If 
activated with the left mouse button when the printer is disabled, will print 
the on-screen information to a text file with a .PRN file name extension.

Sales POWER Organizer Cursors
The Sales POWER Organizer uses four different cursor prompts; two mouse
cursors and two text cursors.  The Personal POWER Organizer cursors are 
described below:

Mouse Cursor
Indicates the current mouse pointer position.  Use the mouse cursor for 
point-and-click functions, such as activating Icons, Keycons, and making 
menu selections, and for moving the text cursor between information entry 
boxes.


				      2-7
Enter Text Cursor
Indicates the current text entry insertion location within an information
entry box.

Edit Text Cursor
Indicates the current text editing location within an information entry box.


















































				      2-8
Chapter 3

Customer List
The Customer List program let's you enter, edit, and print your customer's 
names, addresses, phone numbers, and other important information.  Customer 
List information is also used in the Phone List, Sales Forecaster, Sales Cycle
Planner, Sales Call Report, and the Order Manager & Quote Manager programs.  
The Customer List information fields are described below.  Customer List 
information is entered and displayed in two information entry screens that 
you can randomly move between with the F6 key.

Customer List Information Screen 1 Information Fields
Customer Name       Up to 60 characters       Customer name
Address             Up to 60 characters       Customer address
PO Box or MS        Up to 25 characters       Customer PO Box or mail stop
City                Up to 25 characters       Customer city
State               Up to 25 characters       Customer state
Zip Code            Up to 10 characters       Customer zip code
Phone Number        Up to 25 characters       Main customer phone number
FAX Number          Up to 25 characters       Main customer FAX number
Contact 1           Up to 25 characters       Name for first contact
Title               Up to 25 characters       Title for first contact
Phone Number        Up to 25 characters       Phone number for first contact
FAX Number          Up to 25 characters       FAX number for first contact
Contact 2           Up to 25 characters       Name for second contact
Title               Up to 25 characters       Title for second contact
Phone Number        Up to 25 characters       Phone number for second contact
FAX Number          Up to 25 characters       FAX number for second contact

Customer List Information Screen 2 Information Fields
Contact 3           Up to 25 characters       Name for third contact
Title               Up to 25 characters       Title for third contact
Phone Number        Up to 25 characters       Phone number for third contact
FAX Number          Up to 25 characters       FAX number for third contact
Contact 4           Up to 25 characters       Name for fourth contact
Title               Up to 25 characters       Title for fourth contact
Phone Number        Up to 25 characters       Phone number for fourth contact
FAX Number          Up to 25 characters       FAX number for fourth contact
Contact 5           Up to 25 characters       Name for fifth contact
Title               Up to 25 characters       Title for fifth contact
Phone Number        Up to 25 characters       Phone number for fifth contact
FAX Number          Up to 25 characters       FAX number for fifth contact
Contact 6           Up to 25 characters       Name for sixth contact
Title               Up to 25 characters       Title for sixth contact
Phone Number        Up to 25 characters       Phone number for sixth contact
FAX Number          Up to 25 characters       FAX number for sixth contact

Entering New Customer Information
To enter new customer information, type 1 or point the mouse cursor to and 
click the left mouse button on the 1 Keycon or on the Enter Customer menu box 
in the Customer List Main Menu.  The Enter Customer List information screen is
then displayed.

Enter Customer List Information Screen
Enter the appropriate customer information in the Customer List information 
screens.  Important keyboard keys are:

				      3-1
ESC           Exit without saving current information - makes the program exit
	      from the Customer List information screen without saving any 
	      information input or edits.  Returns to the Customer List Main 
	      Menu.

Enter         Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Tab and Down 
	      Arrow keys.

Tab           Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Down
	      Arrow keys.

Shift+Tab     Move to previous entry box - makes the text cursor move to the
	      previous information entry box.  Functions the same as the Up
	      Arrow key.

Backspace     Delete previous character - makes the text cursor move backward
	      one character, deleting that character from the information entry
	      box.

Insert        Turns insert mode on and off - toggles insert mode between insert
	      and overwrite.  In insert mode, added text characters are 
	      inserted between the characters at the current text cursor 
	      location.  In overwrite mode, added text characters overwrite the
	      characters at the current text cursor location.

Down Arrow    Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Tab 
	      keys.

Up Arrow      Move to previous entry box - makes the text cursor move to the 
	      previous information entry box.  Functions the same as the 
	      Shift+Tab keys.

Right Arrow   Move to next character - makes the text cursor move forward to
	      the next character in the information entry box.

Left Arrow    Move to previous character - makes the text cursor move backward
	      to the previous character in the information entry box.

Home          Move to beginning of line - makes the text cursor move to the 
	      first character position in the information entry box.

End           Move to end of line - makes the text cursor move to the 
	      character position immediately past the last information entry 
	      box character.

Switching Between the First and Second Customer Information Screens
To switch from the first to the second or from the second to the first 
Customer List information screen, type F6 or point and click the left mouse 
button on the F6 Keycon.





				      3-2
Editing Customer Information
To edit existing customer information, type 2 or point the mouse cursor to 
and click the left mouse button on the 2 Keycon or on the Edit Customer menu 
box in the Customer List Main Menu.  The Edit Customer Select Customer Menu 
is then displayed.

Edit Customer Select Customer Menu
Select a customer name by typing the letter displayed in the small Keycon to 
the left of the customer name or by pointing the mouse cursor to and clicking 
the left mouse button on the appropriate letter Keycon or the customer name.  
Customer names are listed in alphabetical order.

Display additional customer names by using the scroll bar to the right of the 
customer names list, typing F6, or pointing the mouse cursor to and clicking 
the left mouse button on the F6 Keycon for More names.  F6 scrolls the next 16 
names in the Customer List database into the selection menu.  To display 
previously listed names, use the scroll bar, type F4 or point the mouse cursor 
to and click the left mouse button on the F4 Keycon to display the Previous 16 
names.  After you've made a selection, the Edit Customer Information Screen is 
displayed.

Edit Customer Information Screen
Edit the appropriate information for the customer list fields displayed in the 
information entry screens.  The important editing keyboard keys are described 
in the Enter Customer List information screen section.

Printing Customer List Information
There are two ways to print customer information.  The first is to type 4 or 
point the mouse cursor to and click the left mouse button on the 4 Keycon or 
on the Print Customer menu box in the Customer List Main Menu.  Then, select 
a customer record for printing from the Print Customer Select Customer Menu by
following the instructions in the Edit Customer Select Customer Menu section.

The second way to print customer information is to point the mouse cursor to 
and click the left mouse button on the Printer Icon displayed at the top of 
the Edit Customer information screen.  The customer record displayed on the 
screen is printed.

Deleting Customer Information
To delete a Customer List database record, select a customer record by 
following the instructions in the Edit Customer Select Customer Menu section.

After you've selected a customer name and the customer record is displayed on
the screen, type F1 or point to and click the left mouse button on the F1 
Keycon to delete the customer record from the Customer List database.  F1 
displays a pop-up menu to verify that you want to delete the displayed customer
record from the Customer List database.  Type Y to delete the customer record 
or any other key to leave the customer record intact in the Customer List 
database.  Upon completion, the Customer List Main Menu is displayed.

Exporting Customer Information
To export a Customer List database record to an ASCII text file, select a 
customer record by following the instructions in the Edit Customer Select 
Customer Menu  section.



				      3-3
After you've selected a customer record and it's displayed on the screen, 
type F4 or point to the mouse cursor to and click the left mouse button on 
the F4 Keycon to export the customer record to an unformatted ASCII text file 
named "CUSTOMER.TXT".  

Importing Customer Information
The Import Customers utility lets you load customer information from ASCII 
text files generated with word processors, text editors, or other applications
into the Customer List database.  The Customer List import utility is 
activated with the Import Customers icon in the upper left corner of the 
Customer List Main Menu.

The Import Customers icon features both a primary icon and a hidden Keycon.
Display the hidden icon by pointing the mouse cursor to and clicking the right
mouse button on the primary Import Customers icon.  Activate the Import 
Customers utility by pointing the mouse cursor to and clicking the left mouse
button on either the primary or hidden Import Customers icon or by typing F6.
The Customer List Database Import Utility Screen is then displayed.

The name of the ASCII text file(s) to be imported must comply with the MS-DOS 
8 character file name and 3 character file extension format ("filename.ext").
Any text information can be imported as long as the following guidelines are 
observed:

	  Each record ends with a newline ('\n').
	  The fields in a record are separated by vertical bars ('|').
	  Each field contains only printable characters.

The Customer List database information fields are customer name, customer 
address, customer contact name #1, etc.  Each field must be placed in it's 
specified location in the Customer List database record definition.  If you 
want to include a blank field(s) between fields with information, you should
insert a second '|' character to identify the next field as a blank field.

	   Customer List Record Example
     
	   customer name|address||city

In this example, the P.O. Box or MS field would be blank in the Customer List 
database.  The customer name field is required and can't be left blank without
causing a Bad Record error.  Duplicate customer names are allowed.

The Customer List database import results are displayed in the Customer List 
Database Import Utility results screen when the import is completed.  Bad 
records, that don't comply with the previous paragraph's Customer List record
rules, aren't imported and the Bad Records Not Loaded count is displayed in 
the results screen.  If the Bad Records Not Loaded count is greater than zero,
the records not loaded will be logged to BADREC.LOG, an ASCII text file that 
can be examined with a text editor.

Using Help
To obtain help at any point in the Customer List program, type F10 or point 
the mouse cursor to and click the left mouse button on the F10 Keycon.  When
the F10 Keycon is turned off, use the Help Icon.



				      3-4
Help Icon
Refer to page 2-6.

Using Sales POWER Organizer Icons

Mouse Help
Refer to page 2-6.

Keycon Display On and Off
Refer to page 2-6.

Dial Phone Number
Refer to page 2-6.

Calendar
Refer to page 2-6.

Activity Tickler
Refer to page 2-6.

Printer
Refer to page 2-7.



































				      3-5
Chapter 4

Phone List
The Phone List program let's you enter, edit, and print phone number 
information for your customers and other contacts.  The Phone List information 
fields are described below.  You can combine phone numbers entered in the 
Phone List information screen as well phone numbers transferred from the 
Customer List database.  The Phone List program also features a phone number 
dialing utility that automatically dials any Phone List phone number using your 
system's internal or external modem.

Phone List Information Screen Information Fields
Name                Up to 25 characters       Name of contact
Title               Up to 25 characters       Contact title
Customer Name       Up to 60 characters       Contact customer name
Phone Number        Up to 25 characters       Contact phone number
FAX Number          Up to 25 characters       Contact FAX number

Entering Phone Number Information
To enter new phone number information, type 1 or point the mouse cursor to and 
click the left mouse button on the 1 Keycon or on the Enter Phone menu box in 
the Phone List Main Menu.  The Enter Phone List information screen is then 
displayed.

Enter Phone List Information Screen
Enter the appropriate phone number information in the Phone List information 
screen.  Important keyboard keys are:

ESC           Exit without saving current information - makes the program exit 
	      from the Phone List information screen without saving any 
	      information input or edits.  Returns to the Phone List Main Menu.

Enter         Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Tab and Down 
	      Arrow keys.

Tab           Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Down
	      Arrow keys.

Shift+Tab     Move to previous entry box - makes the text cursor move to the
	      previous information entry box.  Functions the same as the Up
	      Arrow key.

Backspace     Delete previous character - makes the text cursor move backward
	      one character, deleting that character from the information entry
	      box.

Insert        Turns insert mode on and off - toggles insert mode between insert
	      and overwrite.  In insert mode, added text characters are 
	      inserted between the characters at the current text cursor 
	      location.  In overwrite mode, added text characters overwrite the
	      characters at the current text cursor location.

Down Arrow    Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Tab 
	      keys.
				      4-1
Up Arrow      Move to previous entry box - makes the text cursor move to the 
	      previous information entry box.  Functions the same as the 
	      Shift+Tab keys.

Right Arrow   Move to next character - makes the text cursor move forward to
	      the next character in the information entry box.

Left Arrow    Move to previous character - makes the text cursor move backward
	      to the previous character in the information entry box.

Home          Move to beginning of line - makes the text cursor move to the 
	      first character position in the information entry box.

End           Move to end of line - makes the text cursor move to the 
	      character position immediately past the last information entry 
	      box character.

Editing Phone Number Information
To edit existing phone number information, type 2 or point the mouse cursor
to and click the left mouse button on the 2 Keycon or on the Edit Phone menu 
box in the Phone List Main Menu.  The Edit Phone List Select Name Menu is 
then displayed.

Edit Phone List Select Name Menu
Select a name by typing the letter displayed in the Keycon to the left of the 
name or by pointing the mouse cursor to and clicking the left mouse button on 
the letter Keycon or the name.  Phone list names are displayed in alphabetical 
order.

Display additional names by using the scroll bar to the right of the names 
list, typing F6, or pointing the mouse cursor to and clicking the left mouse 
button on the F6 Keycon for More names.  F6 scrolls the next 16 names in the 
Phone List database into the selection menu.  To display previously listed 
names, use the scroll bar, type F4 or point the mouse cursor to and click 
the left mouse button on the F4 Keycon display the Previous 16 names.  Upon
completion, the Edit Phone List  information screen is displayed.

Edit Phone List Information Screen
Edit the information for the phone list fields displayed in the information 
entry screen.  The important editing keyboard keys are described in the 
Enter Phone List information screen section.

Transfer Customer List Phone Numbers to the Phone List
Transfer name(s) and phone number(s) from a Customer List database record 
by typing 4 or pointing the mouse cursor to and clicking the left mouse 
button on the 4 Keycon or on the Transfer Customer menu box in the Phone 
List Main Menu.

The Customer Information Transfer Screen displays customer contact name,
title, phone number, and FAX number information from the selected Customer
List database record.  Select name(s) by typing the number for the
appropriate name(s) or by pointing the mouse cursor to and clicking the left
mouse button on the name(s) or on the appropriate number Keycon for the
name(s).  The selected name(s) are highlighted with a gold rectangle.
				      


				      4-2
Customer Information Transfer Screen Information Fields
Customer Name       Up to 60 characters       Customer name
Contact 1           Up to 25 characters       Name for first contact
Title               Up to 25 characters       Title for first contact
Phone Number        Up to 25 characters       Phone number for first contact
Contact 2           Up to 25 characters       Name for second contact
Title               Up to 25 characters       Title for second contact
Phone Number        Up to 25 characters       Phone number for second contact
Contact 3           Up to 25 characters       Name for third contact
Title               Up to 25 characters       Title for third contact
Phone Number        Up to 25 characters       Phone number for third contact
Contact 4           Up to 25 characters       Name for fourth contact
Title               Up to 25 characters       Title for fourth contact
Phone Number        Up to 25 characters       Phone number for fourth contact
Contact 5           Up to 25 characters       Name for fifth contact
Title               Up to 25 characters       Title for fifth contact
Phone Number        Up to 25 characters       Phone number for fifth contact
Contact 6           Up to 25 characters       Name for sixth contact
Title               Up to 25 characters       Title for sixth contact
Phone Number        Up to 25 characters       Phone number for sixth contact

Deselect a name by typing the number for the appropriate name(s) a second 
time or by pointing the mouse cursor to and clicking the right mouse button 
on the name(s) or on the number Keycon for the name(s).  The selected name's 
gold rectangle disappears after the key is typed or the right mouse button is 
pressed.

After you've made your selections, complete the transfer by typing F2 or 
pointing the mouse cursor to and clicking the left mouse button on the F2 
Keycon to transfer the names to the Phone List database.  Upon completion, the 
Phone List Main Menu is displayed.

Printing Phone Number Information
There are two ways to print phone list information.  The first is to type 3 or 
point the mouse cursor to and click the left mouse button on the 3 Keycon or 
on the Print Phone menu box in the Phone List Main Menu.  Then, select a phone 
number record for printing from the Print Phone Select Name Menu by following 
the instructions in the Edit Phone Select Name Menu section.

The second way to print phone list information is to point the mouse cursor
to and click the left mouse button on the Printer Icon displayed at the top 
of the Edit Phone List information screen.  The phone number record displayed 
on the screen is printed.

Deleting Phone List Information
To delete a Phone List database record, select a phone number record by 
following the instructions in the Edit Phone Select Name Menu section.

After you've selected a phone number record and it's displayed on the screen, 
type F1 or point to and click the left mouse button on the F1 Keycon to delete 
the phone number record from the Phone List database.  F1 displays a pop-up 
menu to verify that you want to delete the selected phone number record from
the Phone List database.  Type Y to delete the phone number record or any other
key to leave the phone number record intact in the Phone List database.  Upon
completion, the Phone List Main Menu is displayed.


				      4-3
Exporting Phone Number Information
To export a Phone List database record to an ASCII text file, select a phone 
number record by following the instructions in the Edit Phone Select Name Menu 
section.

After you've selected a phone number record and it's displayed on the screen, 
type F4 or point to the mouse cursor to and click the left mouse button on the 
F4 Keycon to export the phone number record to an unformatted ASCII text file 
named "PHONE.TXT".  

Importing Phone Number Name Information
The Import Names utility lets you load phone number information from ASCII 
text files generated with word processors, text editors, or other applications 
into the Phone List database.  The Import Names utility is activated with the 
Import Names icon in the upper left corner of the Phone List Main Menu.

The Import Names icon features both a primary icon and a hidden Keycon. Display 
the hidden icon by pointing the mouse cursor to and clicking the right mouse 
button on the primary Import Names icon.  Activate the Import Names utility by 
pointing the mouse cursor to and clicking the left mouse button on either the 
primary or hidden Import Names icon or by typing F6.

The name of the ASCII text file(s) to be imported must comply with the MS-DOS 
8 character file name and 3 character file extension format ("filename.ext"). 
Any text information can be imported as long as the following guidelines are 
observed:

	  Each record ends with a newline ('\n').
	  The fields in a record are separated by vertical bars ('|').
	  Each field contains only printable characters.

The Phone List database information fields are name, title phone number, etc.  
Each field must be placed in it's specified location in the Phone List database
record definition.  If you want to include a blank field(s) between fields with 
information, you should insert a second '|' character to identify the next 
field as a blank field.

	  Phone List Record Example
    
	  name|title||phone number

In this example, customer name would be blank in the Phone List database.  The 
name field is required and can't be left blank without causing a Bad Record 
error.  Duplicate names are allowed.

The Phone List database import results are displayed in the Phone List Database 
Import Utility results screen (diagram 4-6) when the import is completed.  Bad 
records, that don't comply with the previous paragraph's Phone List record 
rules, aren't imported and the Bad Records Not Loaded count is displayed in 
the results screen.  If the Bad Records Not Loaded count is greater than zero, 
the records not loaded will be logged to BADREC.LOG, an ASCII text file that 
can be examined with any text editor.





				      4-4
Dialing a Phone Number
To dial a phone number, type 5 or point the mouse cursor to and click the left 
mouse button on the 5 Keycon or on the Dial Phone menu box in the Phone List 
Main Menu.  The Dial Phone Number Select Name Menu is then displayed.  Select 
the phone number of the person you want to call by following the instructions 
in the Edit Phone Select Name Menu section.  After you've made a selection, 
the Dial Phone Number Screen is displayed.

Dialing the Selected Phone Number
To dial the displayed phone number, type F9 or point the mouse pointer to and
click the left mouse button on the F9 Keycon.  The status of the dialing 
process is displayed where the phone number was originally displayed.  You can 
cancel dialing at any time by typing any key.  If the dialing process is 
successful, the Phone Dialer prompts you to pick up the phone.

When you pick up the phone, you'll hear the phone dialing and then ringing.  
If you don't pick up the phone, the Phone Dialer automatically hangs up after 
a brief waiting period.  If the dialing process is unsuccessful, an error 
message explaining the problem encountered will be displayed.

Setting the Local Area Code
The first time you dial a phone number, the Phone List program displays a 
pop-up information screen prompting you for the local area code.  Enter the 
local area code by typing the appropriate three area code digits.  After 
you've entered the local area code, it's stored in the Sales POWER Organizer 
parameters database and is referenced when you dial a local phone number.

To change the local area code stored in the Sales POWER Organizer parameters 
database, point the mouse cursor to and click the left mouse button on the 
Set Area Code icon in the upper left corner of the Dial Phone Number screen.  
The stored local area code is displayed in the local area code pop-up 
information screen.  Change the stored area code to your new local area code.

Using Help
To obtain help at any point in the Phone List program, type F10 or point the 
mouse cursor to and click the left mouse button on the F10 Keycon.  When the 
F10 Keycon is turned off, use the Help Icon.

Help Icon
Refer to page 2-6.

Using Sales POWER Organizer Icons

Mouse Help
Refer to page 2-6.

Keycon Display On and Off
Refer to page 2-6.

Dial Phone Number
Refer to page 2-6.

Calendar
Refer to page 2-6.

Activity Tickler
Refer to page 2-6.
				      4-5
Printer
Refer to page 2-7.























































				      4-6
Chapter 5

Sales Forecaster
The Sales Forecaster program lets you enter, edit, and print sales revenue 
forecasts.  The Sales Forecaster supports four different forecast types - 
Account, Account/Product, Product, and Product Category.  It also lets you 
enter Monthly and/or Weekly forecast information for each forecast type.  The 
Sales Forecaster information fields are described below.

Sales Forecaster Monthly Information Screen Information Fields
Customer Name           Up to 60 characters     Customer for Account and/or
						Account/Product forecast
Product                 Up to 10 characters     Product  for Account/Product
						or Product forecast
Product Category        Up to 30 characters     Product Category for Product
						Category forecast
Fiscal Year Month 1     Up to 11 characters     Month 1 forecast amount
Fiscal Year Month 2     Up to 11 characters     Month 2 forecast amount
Fiscal Year Month 3     Up to 11 characters     Month 3 forecast amount
Fiscal Year Month 4     Up to 11 characters     Month 4 forecast amount
Fiscal Year Month 5     Up to 11 characters     Month 5 forecast amount
Fiscal Year Month 6     Up to 11 characters     Month 6 forecast amount
Fiscal Year Month 7     Up to 11 characters     Month 7 forecast amount
Fiscal Year Month 8     Up to 11 characters     Month 8 forecast amount
Fiscal Year Month 9     Up to 11 characters     Month 9 forecast amount
Fiscal Year Month 10    Up to 11 characters     Month 10 forecast amount
Fiscal Year Month 11    Up to 11 characters     Month 11 forecast amount
Fiscal Year Month 12    Up to 11 characters     Month 12 forecast amount

Sales Forecaster Weekly Information Screen Information Fields
Fiscal Year Week 1      Up to 10 characters     Week 1 through Week52 forecast
through amounts 
Fiscal Year Week 52

Setting the Sales Forecast Fiscal Year
The Set Fiscal Year Menu is displayed the first time you use the Sales
Forecaster program.  To set the Sales Forecast Fiscal Year starting month,
select January by typing 1 or by pointing the mouse cursor to and clicking
the left mouse button on the 1 Keycon or on the January menu box.  Select
April by typing 2 or by pointing the mouse cursor to and clicking the left
mouse button on the 2 Keycon or on the April menu box.  Select July by typing
3 or by pointing the mouse cursor to and clicking the left mouse button on
the 3 Keycon or on the July menu box.  Or, select September by typing 4 or
by pointing the mouse cursor to and clicking the left mouse button on the 4
Keycon or on the September menu box.

After you've made a selection, the Sales Forecaster Main Menu is displayed
and the Fiscal Year starting month is permanently stored in the Sales Power 
Organizer parameters database.  To change the fiscal year starting month at a 
later time, point the mouse cursor to and click the left mouse button on the 
Set Fiscal Year icon in the upper left corner of the Sales Forecaster Main 
Menu.  After you've made a selection, the new fiscal year starting month is 
stored in the Sales Power Organizer parameters database.




				      5-1
Set Sales Forecast Information
Set Forecast supports combined enter/edit capability for Monthly or Weekly 
sales forecast information.  It also lets you display Quarterly and Yearly 
forecast information in a Display Only Summary information screen.  The 
Quarterly and Yearly forecast summary screen forecast values are calculated 
from the Weekly and/or Monthly forecast information.  To set a forecast, type 
1 or point the mouse cursor to and click the left mouse button on the 1 Keycon 
or on the Set Forecast menu box in the Sales Forecaster Main Menu.  The 
Forecast Select Type Menu is then displayed.

Forecast Select Type Menu
The Sales Forecaster supports four different forecast types; Account, Account/
Product, Product, and Product Category.  Select Account forecast by typing 1 or 
by pointing the mouse cursor to and clicking the left mouse button on the 1 
Keycon or on the Account menu box.  Select Account/Product forecast by typing 2 
or by pointing the mouse cursor to and clicking the left mouse button on the 2 
Keycon or on the Account/Product menu box.  Select Product forecast by typing 3 
or by pointing the mouse cursor to and clicking the left mouse button on the 3 
Keycon or on the Product menu box.  Or, select Product Category forecast by 
typing 4 or by pointing the mouse cursor to and clicking the left mouse button 
on the 4 Keycon or on the Product Category menu box.  After you've made a 
selection, the Set Forecast Select Year Menu is displayed.

Set Sales Forecast Select Year Menu
Select a forecast fiscal year by pointing the mouse cursor to and clicking the 
left mouse button on the menu box with the appropriate year or by typing the 
ppropriate key or pointing the mouse cursor to and clicking the left mouse 
button on the Keycon for the number preceding the menu box year.

Display additional forecast years, up to and including the year 2009, by typing 
6 or pointing the mouse cursor to and clicking the left mouse button on the 6 
Keycon or the More menu box.  After you've selected a forecast year, the next 
appropriate selection menu for the selected forecast type is displayed.

Set Sales Forecast Select Customer Menu
Select a customer name for an Account or Account/Product sales forecast by 
typing the letter displayed in the small Keycon to the left of the customer 
name or by pointing the mouse cursor to and clicking the left mouse button 
on the letter Keycon or the customer name.  Customer names are listed in 
alphabetical order.

Display additional customer names by using the scroll bar to the right of 
the customer names list, typing F6, or pointing the mouse cursor to and 
clicking the left mouse button on the F6 Keycon for More names.  F6 scrolls the 
next 16 names in the Customer List database into the selection menu.  To 
display previously listed customer names, use the scroll bar, type F4 or point 
the mouse cursor to and click the left mouse button on the F4 Keycon to display 
the Previous 16 names.

Set Sales Forecast Select Product Menu
Select a product for a Product or Account/Product sales forecast by typing the 
letter displayed in the small Keycon to the left of the product description, or 
by pointing the mouse cursor to and clicking the left mouse button on the 
letter Keycon or the product description.  Product descriptions are listed in 
numerical order by model number.


				      5-2
Display additional product descriptions by using the scroll bar to the right of
the product description list, typing F6, or pointing the mouse cursor to and 
clicking the left mouse button on the F6 Keycon for More product descriptions.  
F6 scrolls the next 16 product descriptions in the Product database into the 
selection menu.  To display previously listed product descriptions, use the 
scroll bar, type F4 or point the mouse cursor to and click the left mouse 
button on the F4 Keycon display the Previous 16 product descriptions.

Set Sales Forecast Select Product Category Menu
Select a product category for a Product Category sales forecast by typing the 
letter displayed in the small Keycon to the left of the product category, or 
by pointing the mouse cursor to and clicking the left mouse button on the small 
letter Keycon or the product category.  Product categories are listed in 
alphabetical order.

Display additional product categories by using the scroll bar to the right of 
the products categories list, typing F6, or pointing the mouse cursor to and 
clicking the left mouse button on the F6 Keycon for More product categories.  
F6 scrolls the next 16 product categories in the Product Category database 
into the selection menu.  To display previously listed product categories, 
use the scroll bar, type F4 or point the mouse cursor to and click the left 
mouse button on the F4 Keycon to display the Previous 16 product categories.  
After you've made a selection, the Set Sales Forecast Information Screen, for 
the selected forecast type, is displayed.

Set Sales Forecast Information Screen
Enter the monthly forecast information by typing the forecast for each month 
into the appropriate monthly forecast information box.  Monthly forecast is the 
default forecast information entry mode.  Alternatively, you can enter weekly 
forecast information for each or some month(s).  After you've entered weekly 
forecast information, it's summed and displayed as the monthly forecast amount 
in the monthly forecast information box.

Weekly forecast information is entered in a pop-up Weekly Sales Forecast 
Information Screen displayed above the appropriate forecast month.  To display 
the Weekly Sales Forecast Information Screen, type F7 or point the mouse cursor
to and click the left mouse button on the F7 Keycon.

When the Weekly forecast pop-up menu is displayed, type the weekly forecast 
amounts in the forecast information entry box for the appropriate weeks.  The 
Weekly Forecast information screen accommodates the 13 weeks in each fiscal 
quarter by displaying four weekly forecast entry boxes for the first two months 
and five weekly forecast entry boxes for the third month of each fiscal 
quarter.

Enter the appropriate Monthly and Weekly sales forecast information in the 
Monthly and Weekly forecast information screens.  Important keyboard keys are:

ESC           Exit without saving current information - makes the program exit 
	      from the Sales Forecast information screen without saving any 
	      information input or edits.  Returns to the Sales Forecaster Main 
	      Menu.

Enter         Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Tab and Down 
	      Arrow keys.

				      5-3
Tab           Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Down
	      Arrow keys.

Shift+Tab     Move to previous entry box - makes the text cursor move to the
	      previous information entry box.  Functions the same as the Up
	      Arrow key.

Backspace     Delete previous character - makes the text cursor move backward
	      one character, deleting that character from the information entry
	      box.

Insert        Turns insert mode on and off - toggles insert mode between insert
	      and overwrite.  In insert mode, added text characters are 
	      inserted between the characters at the current text cursor 
	      location.  In overwrite mode, added text characters overwrite the
	      characters at the current text cursor location.

Down Arrow    Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Tab 
	      keys.

Up Arrow      Move to previous entry box - makes the text cursor move to the 
	      previous information entry box.  Functions the same as the 
	      Shift+Tab keys.

Right Arrow   Move to next character - makes the text cursor move forward to
	      the next character in the information entry box.

Left Arrow    Move to previous character - makes the text cursor move backward
	      to the previous character in the information entry box.

Home          Move to beginning of line - makes the text cursor move to the 
	      first character position in the information entry box.

End           Move to end of line - makes the text cursor move to the 
	      character position immediately past the last information entry 
	      box character.

Displaying Quarterly and Yearly Sales Forecast Summary Information
Display quarterly and yearly summary sales forecast information for the current 
monthly forecast by typing F8 or pointing the mouse cursor to and clicking the 
left mouse button on the F8 Keycon.  The View-Only Quarterly and Yearly Summary
Sales Forecast information screen is displayed.

You can't directly change the Quarterly and Yearly forecast amounts.  To change
a Quarterly or Yearly forecast, change the appropriate monthly forecast 
amount(s) on the Monthly Sales Forecast information screen.  To return to the 
Monthly Sales Forecast information screen from the Quarterly and Yearly Summary 
Sales Forecast information screen, type F8 or point the mouse cursor to and 
click the left mouse button on the F8 Keycon.






				      5-4
Printing Sales Forecast Information
There are two ways to print a sales forecast.  The first is to type 2 or point 
the mouse cursor to and click the left mouse button on the 2 Keycon or on the 
Print Forecast menu box in the Sales Forecaster Main Menu.  The Forecast Select 
Type Menu is then displayed.  The sales forecast printout types are summarized
below.  After you've selected a sales forecast type, the appropriate selection
menus to complete the selected forecast printout type are then displayed.

Sales Forecast Printout Types
Printout Type                      Prints Sales Forecast
Account-Year                       for selected account and year 
Account/Product-Year               for selected account, product, and year
Product-Year                       for selected product and year
Category-Year                      for selected product category and year

The second way to print a sales forecast is to point the mouse cursor to and 
click the left mouse button on the Printer Icon (shown above) displayed at the
top of the Monthly Forecast information screen.  The monthly forecast record 
displayed on the screen is printed.

Deleting Sales Forecast Information
To delete a Sales Forecaster database record, select a sales forecast record
by following the instructions in the Forecast Select Type Menu section.

After you've selected a forecast record and it's displayed on the screen, type 
F1 or point the mouse cursor to and click the left mouse button on the F1 
Keycon to delete the forecast record from the Sales Forecaster database.  F1 
pops up a menu to verify that you want to delete the sales forecast record 
from the Sales Forecaster database.  Type Y to delete the forecast record or 
any other key to leave the forecast record intact in the Sales Forecaster 
database.  Upon completion, the Sales Forecaster Main Menu is displayed.

Exporting Sales Forecast Information
To export a Sales Forecaster database record to an ASCII text file, select
a sales forecast record by following the instructions in the Forecast Select
Type Menu section.

After you've selected a sales forecast record and it's displayed on the screen, 
type F4 or point the mouse cursor to and click the left mouse button on the F4 
Keycon to export the forecast record to an unformatted ASCII text file labeled 
"FORECAST.TXT".  

Setting an Annual Sales Quota
Sales quotas are used to correlate your forecasts with your annual sales quota
amounts in sales forecast printouts.  To set a sales quota for a fiscal year, 
type 3 or point the mouse cursor to and click the left mouse button on the 3 
Keycon or on the Set Sales Quota menu box in the Sales Forecaster Main Menu.
The Sales Quota Select Type Menu is then displayed.  Select a sales forecast 
sales quota type by following the instructions in the Forecast Select Type Menu 
section.







				      5-5
After you've made a selection, the Sales Quota Select Year Menu is displayed.
Select a sales quota year by following the instructions in the Set Sales 
Forecast Select Year Menu section.  After you've selected a sales quota year, a 
pop-up sales quota information entry window is displayed. Enter the appropriate 
sales quota information and type ENTER to save the entered amount in the 
Forecast database.  To exit without saving the entered amount, type ESC or 
point the mouse cursor to and click the left mouse button on the ESC Keycon.

Using Help
To obtain help at any point in the Sales Forecaster program, type F10 or point 
the mouse cursor to and click the left mouse button on the F10 Keycon.  When 
the F10 Keycon is turned off, use the Help Icon.

Help Icon
Refer to page 2-6.

Using Sales POWER Organizer Icons

Mouse Help
Refer to page 2-6.

Keycon Display On and Off
Refer to page 2-6.

Dial Phone Number
Refer to page 2-6.

Calendar
Refer to page 2-6.

Activity Tickler
Refer to page 2-6.

Printer
Refer to page 2-7.






















				      5-6
Chapter 6

Sales Cycle Planner
The Sales Cycle Planner program lets you enter, edit, and print sales cycle 
plans.  The Sales Cycle Planner features information entry screens for five 
sales cycle phases; 1) Prospect, 2) Qualify, 3) Verify, 4) Commit, and 5) 
Closing.  The Sales Cycle Planner information fields are described below.  
Sales Cycle Plan information is entered and displayed in five information 
entry screens that you can randomly move between with the F8 and F9 keys.

The Sales Cycle Planner also includes utilities for transferring product 
information from the Product database and customer contact names and titles 
from the Customer List database into the sales cycle plan products of interest 
and decision maker and influencer fields.

Customer Information for all Sales Cycle Planner Information Screens
Customer Name             Up to 60 characters     Customer for Sales                                      Cycle Plan

Prospect Phase Information Screen Information Fields
Product of Interest 1     Up to 25 characters     First Product Desc.
Product of Interest 2     Up to 25 characters     Second Product Desc.
Product of Interest 3     Up to 25 characters     Third Product Desc.
Product of Interest 4     Up to 25 characters     Fourth Product Desc.
Product of Interest 5     Up to 25 characters     Fifth Product Desc.
Product of Interest 6     Up to 25 characters     Sixth Product Desc.
Purchase Timeframe        Up to 25 characters
Decision Maker 1          Up to 25 characters     Decision Maker 1 Name
Title                     Up to 25 characters     Decision Maker 1 Title
Decision Maker 2          Up to 25 characters     Decision Maker 2 Name
Title                     Up to 25 characters     Decision Maker 2 Title
Influencer 1              Up to 25 characters     Influencer 1 Name
Title                     Up to 25 characters     Influencer 1 Title
Influencer 2              Up to 25 characters     Influencer 2 Name
Title                     Up to 25 characters     Influencer 2 Title

Qualify Phase Information Screen Information Fields
All sale requirements identified ?                 
			  Up to 25 characters
Product(s) satisfy all functional requirements ?   
			  Up to 25 characters
Purchase is committed and funded ?                 
			  Up to 25 characters
Decision date confirmed ?                          
			  Up to 25 characters
Inside sales person(s) identified ?                
			  Up to 25 characters
Name 1                    Up to 25 characters     Insides Salesperson 1 Name
Name 2                    Up to 25 characters     Insides Salesperson 2 Name
Name 3                    Up to 25 characters     Insides Salesperson 3 Name
Competition identified and analyzed ?              
			  Up to 25 characters
Name 1                    Up to 25 characters     Competitor 1 Name
Name 2                    Up to 25 characters     Competitor 2 Name
Name 3                    Up to 25 characters     Competitor 3 Name



				      6-1
Verify Phase Information Screen Information Fields
All sale requirements met ?     
			  Up to 25 characters
All functional requirements met ?       
			  Up to 25 characters
All schedules, dates, and funding confirmed ?   
			  Up to 25 characters
Any new issues identified and satisfied ?       
			  Up to 25 characters
Pricing proposal and quotation submitted ?      
			  Up to 25 characters
Contract and purchase terms submitted ? 
			  Up to 25 characters
Credit application submitted and approved ?     
			  Up to 25 characters
Sale closing date confirmed within 30-90 days ? 
			  Up to 25 characters

Commit Phase Information Screen Information Fields
Contract and purchase terms accepted ?  
			  Up to 25 characters
Contract signed ?       
			  Up to 25 characters
Shipment schedule(s) defined ?  
			  Up to 25 characters
Payment terms defined and accepted ?    
			  Up to 25 characters
Shipment date committed ?       
			  Up to 25 characters

Closing Phase Information Screen Information Fields
Purchase order received and booked ?    
			  Up to 25 characters
Shipment date(s) scheduled ?    
			  Up to 25 characters
Payment(s) scheduled ?    Up to 25 characters

Entering New Sales Cycle Plan Information
To enter new sales cycle plan information, type 1 or point the mouse cursor 
to and click the left mouse button on the 1 Keycon or on the Enter Sales Cycle 
Plan menu box in the Sales Cycle Planner Main Menu.  The Sales Cycle Planner 
Select Customer Menu is then displayed.

Sales Cycle Planner Select Customer Menu
Select a customer name by typing the letter displayed in the small Keycon to 
the left of the customer name or by pointing the mouse cursor to and clicking 
the left mouse button on the small letter Keycon or the customer name.  
Customer names are listed in alphabetical order.

Display additional customer names by using the scroll bar to the right of the 
customer names list, typing F6, or pointing the mouse cursor to and clicking 
the left mouse button on the F6 Keycon for More names.  F6 scrolls the next 
16 names in the Customer List database into the selection menu.  To display 
previously listed names, use the scroll bar, type F4 or point the mouse cursor 
to and click the left mouse button on the F4 Keycon to display the Previous 16 
names.  After you've made a selection, the Sales Cycle Plan Select Customer 
Menu is displayed.
				      6-2
Sales Cycle Planner Select Phase Menu
The Sales Cycle Plan Select Phase Menu displays five sales phase choices; 
Prospect, Qualify, Verify, Commit, and Close.  To select the Prospect Phase, 
type 1 or point the mouse cursor to and click the left mouse button on the 1 
Keycon.  To select the Qualify Phase, type 2 or point the mouse cursor to and 
click the left mouse button on the 2 Keycon.  To select the Verify Phase, type 
4 or point the mouse cursor to and click the left mouse button on the 4 
Keycon.  To select the Commit Phase, type 4 or point the mouse cursor to and 
click the left mouse button on the 4 Keycon.  To select the Closing Phase, type 
5 or point the mouse cursor to and click the left mouse button on the 5 
Keycon.  After you've made a selection, the Enter Sales Cycle Plan information
screen for the selected sales phase is displayed.

Enter Sales Cycle Plan Information Screen
Enter the appropriate sales cycle plan information in the Sales Cycle Planner 
information screens.  Important keyboard keys are:

ESC           Exit without saving current information - makes the program exit 
	      from the Sales Cycle Planner information screen without saving 
	      any information input or edits.  Returns to the Sales Cycle 
	      Planner Main Menu.

Enter         Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Tab and Down 
	      Arrow keys.

Tab           Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Down
	      Arrow keys.

Shift+Tab     Move to previous entry box - makes the text cursor move to the
	      previous information entry box.  Functions the same as the Up
	      Arrow key.

Backspace     Delete previous character - makes the text cursor move backward
	      one character, deleting that character from the information entry
	      box.

Insert        Turns insert mode on and off - toggles insert mode between insert
	      and overwrite.  In insert mode, added text characters are 
	      inserted between the characters at the current text cursor 
	      location.  In overwrite mode, added text characters overwrite the
	      characters at the current text cursor location.

Down Arrow    Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Tab 
	      keys.

Up Arrow      Move to previous entry box - makes the text cursor move to the 
	      previous information entry box.  Functions the same as the 
	      Shift+Tab keys.

Right Arrow   Move to next character - makes the text cursor move forward to
	      the next character in the information entry box.



				      6-3
Left Arrow    Move to previous character - makes the text cursor move backward
	      to the previous character in the information entry box.

Home          Move to beginning of line - makes the text cursor move to the 
	      first character position in the information entry box.

End           Move to end of line - makes the text cursor move to the 
	      character position immediately past the last information entry 
	      box character.

Switching Between Sales Cycle Plan Phase Information Screens
To switch between the sales cycle plan phase information screens, type F9 or
point the mouse cursor to and click the left mouse button on the F9 Keycon to
switch to the next sales cycle plan phase information screen.  Type F8 or point
the mouse cursor to and click the left mouse button on the F8 Keycon to display
the previous sales cycle plan phase information screen.

Editing Sales Cycle Plan Information
To edit an existing sales cycle plan, type 2 or point the mouse cursor to and
click the left mouse button on the 2 Keycon or on the Edit Sales Cycle Planner
menu box in the Sales Cycle Planner Main Menu.  The Sales Cycle Planner Select
Customer Menu is displayed.

Sales Cycle Planner Select Customer Menu
Select the customer for the sales cycle plan you want to edit by following the
instructions in the Sales Cycle Planner Select Customer Menu section.  After 
you've made a selection the Sales Cycle Planner Select Phase Menu is
displayed.

Sales Cycle Planner Select Phase Menu
Select the sales phase for the sales cycle plan you want to edit by following
the instructions in the Sales Cycle Planner Select Phase Menu section.  After
you've made a selection, the Edit Sales Cycle Plan information screen for the 
selected customer and sales phase is displayed.

Edit Sales Cycle Plan Information Screen
Edit the appropriate sales cycle plan information displayed on the sales cycle
plan information screens.  The important editing keyboard keys are described in
the Enter Sales Cycle Plan information screen section.

Printing Sales Cycle Plan Information
There are two ways to print a sales cycle plan.  The first is to type 3 or 
point the mouse cursor to and click the left mouse button on the 3 Keycon or 
on the Print Sales Cycle Plan menu box in the Sales Cycle Planner Main Menu.  
Then, select a sales cycle plan record for printing by following the 
instructions in the Sales Cycle Planner Select Customer Menu and the Sales
Cycle Planner Select Phase Menu sections.  You can choose to either print one
phase or all of the phases for the selected sales cycle plan.

The second way to print a sales cycle plan is to point the mouse cursor to and
click the left mouse button on the Printer Icon displayed at the top of any 
Edit Sales Cycle Plan information screen.  The sales cycle plan record phase
displayed on the screen is printed.




				      6-4
Deleting Sales Cycle Plan Information
To delete a Sales Cycle Planner database record, select a sales cycle plan 
record by following the instructions in the Sales Cycle Planner Select Phase
Menu and the Sales Cycle Planner Select Customer Menu sections.

After you've selected a sales cycle plan record and it's displayed on the 
screen, type F1 or point the mouse cursor to and click the left mouse button 
on the F1 Keycon to delete the sales cycle plan record from the Sales Cycle 
Planner database.  F1 pops up a menu to verify that you want to delete the 
sales cycle plan record from the Sales Cycle Planner database.  Type Y to 
delete the sales cycle plan record or any other key to leave the sales cycle 
plan record intact in the Sales Cycle Planner database.  Upon completion, the
Sales Cycle Planner Main Menu is displayed.

Exporting Sales Cycle Plan Information
To export a Sales Cycle Planner database record to an ASCII text file, select
a sales cycle plan record by following the instructions in the Sales Cycle 
Planner Select Phase Menu and the Sales Cycle Planner Select Customer Menu 
sections.

After you've selected a sales cycle plan record and it's displayed on the 
screen, type F4 or point the mouse cursor to and click the left mouse button on
the F4 Keycon to export the sales cycle plan record to an unformatted ASCII 
text file named "SALESPLN.TXT".  If SALESPLN.TXT doesn't exist, it's created.
If SALESPLN.TXT exists, the newly exported sales cycle plan information is 
appended to the end of SALESPLN.TXT, after any previously exported sales cycle
plan information.

Using Help
To obtain help at any point in the Sales Cycle Planner program, type F10 or
point the mouse cursor to and click the left mouse button on the F10 Keycon.
When the F10 Keycon is turned off, use the Help Icon.

Help Icon
Refer to page 2-6.

Using Sales POWER Organizer Icons

Mouse Help
Refer to page 2-6.

Keycon Display On and Off
Refer to page 2-6.

Dial Phone Number
Refer to page 2-6.

Calendar
Refer to page 2-6.

Activity Tickler
Refer to page 2-6.

Printer
Refer to page 2-7.


				      6-5
Chapter 7

Sales Call Report
The Sales Call Report program let's you enter, edit, and print sales call 
reports.  The Sales Call Report information fields are described below.
Sales Call Report information is entered and displayed in two information entry
screens that you can randomly move between with the F6 key.

The Sales Call Report program also includes utilities for transferring product
information from the Product database and customer contact names and titles 
from the Customer List database into the sales call report products discussed
and meeting participant fields.

Sales Call Report Information Screen 1 Information Fields
Customer Name       Up to 60 characters       Customer name
Call Date           8 characters              Sales call date
Participant 1       Up to 30 characters       Meeting participant 1 name
Title               Up to 30 characters       Meeting participant 1 title
Participant 2       Up to 30 characters       Meeting participant 2 name
Title               Up to 30 characters       Meeting participant 2 title
Participant 3       Up to 30 characters       Meeting participant 3 name
Title               Up to 30 characters       Meeting participant 3 title
Participant 4       Up to 30 characters       Meeting participant 4 name
Title               Up to 30 characters       Meeting participant 4 title
Product 1           Up to 30 characters       First product discussed
Product 2           Up to 30 characters       Second product discussed
Product 3           Up to 30 characters       Third product discussed
Product 4           Up to 30 characters       Fourth product discussed

Sales Call Report Screen 2 Information Fields
Business Potential  Up to 30 characters       Business potential summary
Action Items        Up to 90 characters       Action items list
Meeting summary     Up to 180 characters      Meeting summary

Entering New Sales Call Report Information
To enter new sales call report information, type 1 or point the mouse cursor 
to and click the left mouse button on the 1 Keycon or on the Enter Sales Call
Report menu box in the Sales Call Report Main Menu.  The Sales Call Report 
Select Customer Menu is then displayed.

Sales Call Report Select Customer Menu
Select a customer name by typing the letter displayed in the small Keycon to 
the left of the customer name or by pointing the mouse cursor to and clicking
the left mouse button on the small letter Keycon or the customer name.  
Customer names are listed in alphabetical order.

Display additional customer names by using the scroll bar to the right of the
customer names list, typing F6, or pointing the mouse cursor to and clicking 
the left mouse button on the F6 Keycon for More names.  F6 scrolls the next 
16 names in the Customer List database into the selection menu.  To display 
previously listed names, use the scroll bar, type F4 or point the mouse cursor
to and click the left mouse button on the F4 Keycon to display the Previous 16
names.  After you've made a selection, the Sales Call Report Select Date Menu 
is displayed.
				    
				      
				      
				      7-1
Sales Call Report Select Date Menu
Select a sales call report year, month, and day by typing the letters for the
appropriate year, month, and day number(s).  With two number days, the Enter
Sales Call Report information screen is automatically displayed after you type
the second number.  With single digit days, type ENTER after the first number
to complete the day selection.  You can also select a sales call report date
by pointing the mouse pointer to and clinking the left mouse button on the 
appropriate year, month, and day menu boxes.

    Day Selection Examples                             Keys Typed

    To select the 5th day of the month type:           5+ENTER
    To select the 16th day of the month type:          16
    To select the 31st day of the month type:          31

After you've made a selection, the Enter Sales Call Report information screen
is displayed.

Enter Sales Call Report Information Screen
Enter the appropriate sales call information in the Sales Call Report 
information screens.  Important keyboard keys are:

ESC           Exit without saving current information - makes the program exit 
	      from the Sales Call Report information screen without saving any
	      information input or edits.  Returns to the Sales Call Report Main 
	      Menu.

Enter         Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Tab and Down 
	      Arrow keys.

Tab           Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Down
	      Arrow keys.

Shift+Tab     Move to previous entry box - makes the text cursor move to the
	      previous information entry box.  Functions the same as the Up
	      Arrow key.

Backspace     Delete previous character - makes the text cursor move backward
	      one character, deleting that character from the information entry
	      box.

Insert        Turns insert mode on and off - toggles insert mode between insert
	      and overwrite.  In insert mode, added text characters are 
	      inserted between the characters at the current text cursor 
	      location.  In overwrite mode, added text characters overwrite the
	      characters at the current text cursor location.

Down Arrow    Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Tab 
	      keys.

Up Arrow      Move to previous entry box - makes the text cursor move to the 
	      previous information entry box.  Functions the same as the 
	      Shift+Tab keys.

				      7-2
Right Arrow   Move to next character - makes the text cursor move forward to
	      the next character in the information entry box.

Left Arrow    Move to previous character - makes the text cursor move backward
	      to the previous character in the information entry box.

Home          Move to beginning of line - makes the text cursor move to the 
	      first character position in the information entry box.

End           Move to end of line - makes the text cursor move to the 
	      character position immediately past the last information entry 
	      box character.

Switching Between the First and Second Sales Call Report Information Screens
To switch from the first to the second or from the second to the first Sales
Call Report information screen, type F6 or point and click the left mouse 
button on the F6 Keycon.

Changing the Sales Call Report Date
Change the Sales Call Report information screen date by pointing the mouse 
cursor to anywhere on the date and clicking the left mouse button.  A gold 
rectangle is briefly displayed over the date and then the Sales Call Report 
Select Date Menu is displayed.  Follow the instructions in the Enter Sales Call
Report Select Date Menu section to select a new sales call report date.  After
you've made a selectoin, the Sales Call Report information screen is displayed.

Editing Sales Call Report Information
To edit an existing sales call report, type 2 or point the mouse cursor to and
click the left mouse button on the 2 Keycon or on the Edit Sales Call Report
menu box in the Sales Report Main Menu.  The Sales Call Report Select Customer
Menu is displayed.

Sales Call Report Select Customer Menu
Select the customer for the sales call report you want to edit by following
the instructions in the Sales Call Report Select Customer Menu section.  After
you've made a selection, the Edit Sales Call Report Select Report Menu is 
displayed.

Edit Sales Call Report Select Report Menu
Select a sales call report date by typing the letter displayed in the small
Keycon to the left of the report date, or by pointing the mouse cursor to and
clicking the left mouse button on the small letter Keycon or the report date.
Sales call report dates are listed in chronological order.

Display additional sales call report dates by using the scroll bar to the right
of the expense report dates list, typing F6, or pointing the mouse cursor to
and clicking the left mouse button on the F6 Keycon for More dates.  F6 scrolls
the next 16 dates in the Sales Call Report database into the selection menu.
To display previously listed dates, use the scroll bar, type F4 or point the
mouse cursor to and click the left mouse button on the F4 Keycon to display the
Previous 16 dates.  Upon completion, the Edit Sales Call Report information
screen is displayed.

Edit Sales Call Report Information Screen
Edit the appropriate information for the sales call report fields displayed
in the information entry screens.  The important editing keyboard keys are 
described in the Enter Sales Call Report information screen section.
				      7-3
Printing Sales Call Report Information
There are two ways to print a sales call report.  The first is to type 3 or 
point the mouse cursor to and click the left mouse button on the 3 Keycon or
on the Print Sales Call Report menu box in the Sales Call Report Main Menu.
Then, select a sales call report record for printing by following the 
instructions in the Sales Call Report Select Customer Menu and the Edit Sales
Call Report Select Report Menu sections.

The second way to print a sales call report is to point the mouse cursor to 
and click the left mouse button on the Printer Icon displayed at the top of
the Edit Sales Call Report information screen.  The sales call report record 
displayed on the screen is printed.

Deleting Sales Call Report Information
To delete a Sales Call Report database record, select a sales call report
record by following the instructions in the Sales Call Report Select Customer
Menu and the Edit Sales Call Report Select Report Menu sections.

After you've selected a sales call report record and it's displayed on the 
screen, type F1 or point the mouse cursor to and click the left mouse button
on the F1 Keycon to delete the sales call report record from the Sales Call
Report database.  F1 pops up a menu to verify that you want to delete the sales
call report record from the Sales Call Report database.  Type Y to delete the
sales call report record or any other key to leave the sales call report record
intact in the Sales Call Report database.  Upon completion, the Sales Call 
Report Main Menu is displayed.

Exporting Sales Call Report Information
To export a Sales Call Report database record to an ASCII text file, select 
a sales call report record by following the instructions in the Sales Call 
Report Select Customer Menu and the Edit Sales Call Report Select Report Menu
sections.

After you've selected a sales call report record and it's displayed on the 
screen, type F4or point the mouse cursor to and click the left mouse button on
the F4Keycon to export the sales call report record to an unformatted ASCII 
text file named "SCALLREP.TXT".  

Using Help
To obtain help at any point in the Sales Call Report program, type F10 or point
the mouse cursor to and click the left mouse button on the F10 Keycon.  When 
the F10 Keycon is turned off, use the Help Icon.

Help Icon
Refer to page 2-6.

Using Sales POWER Organizer Icons

Mouse Help
Refer to page 2-6.

Keycon Display On and Off
Refer to page 2-6.

Dial Phone Number
Refer to page 2-6.

				      7-4
Calendar
Refer to page 2-6.

Activity Tickler
Refer to page 2-6.

Printer
Refer to page 2-7.

















































				      7-5
Chapter 8

Order Manager and Quote Manager
The Order Manager and the Quote Manager programs let you enter, edit, and 
print customer sales orders and quotes.  The Order Manager and Quote Manager
information fields are described below and are displayed in two 9 item 
information entry screens that you can randomly move between with the F6 key.
The Order and Quote Managers also include a utility for transferring Product
database model number, description, and list price information into the order
or quote model number, description, and list price information fields.

To select the Order Manager, type 1 or point the mouse cursor to and click the
left mouse button on the 1 Keycon or on the Order Manager menu box in the 
Orders & Quotes Main Menu.  To select the Quote Manager, type 2 or point the
mouse cursor to and click the left mouse button on the 2 Keycon or on the Quote
Manager menu box in the Orders & Quotes Main Menu.

Order Manager Information Screen 1 and 2 Information Fields
Customer Name       Up to 60 characters       Customer for order
Order Date          8 characters              Date of order
Order Number        Up to 7 characters        Reference order number of order
Quantity            Up to 8 characters        Amount of item to be ordered
Model Number        Up to 10 characters       Model Number of item to be 
					      ordered
Description         Up to 30 characters       Description of item to be ordered
List Price          Up to 11 characters       List price of item to be ordered
Discount            Up to 2 characters        Discount for item to be ordered
Total Price         Up to 11 characters       Total price of quantity of item 
					      to be ordered (automatically 
					      calculated by Order Manager 
					      program)

Quote Manager Information Screen 1 and 2 Information Fields
Customer Name       Up to 60 characters       Customer for quote
Quote Date          8 characters              Date of quote
Quote Number        Up to 7 characters        Reference quote number of quote
Quantity            Up to 8 characters        Amount of item to be quoted
Model Number        Up to 10 characters       Model Number of item to be quoted
Description         Up to 30 characters       Description of item to be quoted
List Price          Up to 11 characters       List price of item to be quoted
Discount            Up to 2 characters        Discount for item to be quoted
Total Price         Up to 11 characters       Total price of quantity of item 
					      to be quoted (automatically 
					      calculated by Quote Manager 
					      program)

Entering Order or Quote Information
To enter a new order or quote, type 1 or point the mouse cursor to and click
the left mouse button on the 1 Keycon or on the Enter Order or Enter Quote menu
box in the Order Manager Main Menu or Quote Manager Main Menu.  The Enter Order
Select Customer Menu or Enter Quote Select Customer Menu is then displayed.

Order or Quote Manager Select Customer Menu
Select a customer name by typing the letter displayed in the small Keycon to 
the left of the customer name or by pointing the mouse cursor to and clicking
the left mouse button on the small letter Keycon or the customer name.  
Customer names are listed in alphabetical order.
				      8-1
Display additional customer names by using the scroll bar to the right of the
customer names list, typing F6, or pointing the mouse cursor to and clicking
the left mouse button on the F6 Keycon for More names.  F6 scrolls the next 
16 names in the Customer List database into the selection menu.  To display
previously listed customer names, use the scroll bar, type F4 or point the
mouse cursor to and click the left mouse button on the F4 Keycon to display
the Previous 16 names.  After you've made a selection, the Enter Order Select
Date Menu or the Enter Quote Select Date Menu is displayed.

Enter Order or Quote Select Date Menu
Select an order year, month, and day by typing the letters for the appropriate
year, month, and day number(s).  With two number days, the Enter Order or Enter
Quote information screen is automatically displayed after you type the second
number.  With single digit days, type ENTER after the first number to complete
the day selection.  You can also select an order or a quote date by pointing
the mouse pointer to and clinking the left mouse button on the appropriate 
year, month, and day menu boxes.

    Day Selection Examples                             Keys Typed

    To select the 7th day of the month type:           7+ENTER
    To select the 12th day of the month type:          12
    To select the 29th day of the month type:          29

Upon completion, the Enter Order or Enter Quote information screen is 
displayed.

Enter Order or Enter Quote Information Screen
Enter the appropriate order or quote information in the Order or Quote 
information screens.  Important keyboard keys are:

ESC           Exit without saving current information - makes the program exit
	      from the Order or Quote information screen without saving any
	      information input or edits.  Returns to the Order Manager or Quote
	      Manager Main Menu.

Enter         Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Tab and Down 
	      Arrow keys.

Tab           Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Down
	      Arrow keys.

Shift+Tab     Move to previous entry box - makes the text cursor move to the
	      previous information entry box.  Functions the same as the Up
	      Arrow key.

Backspace     Delete previous character - makes the text cursor move backward
	      one character, deleting that character from the information entry
	      box.

Insert        Turns insert mode on and off - toggles insert mode between insert
	      and overwrite.  In insert mode, added text characters are 
	      inserted between the characters at the current text cursor 
	      location.  In overwrite mode, added text characters overwrite the
	      characters at the current text cursor location.
				      8-2
Down Arrow    Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Tab 
	      keys.

Up Arrow      Move to previous entry box - makes the text cursor move to the 
	      previous information entry box.  Functions the same as the 
	      Shift+Tab keys.

Right Arrow   Move to next character - makes the text cursor move forward to
	      the next character in the information entry box.

Left Arrow    Move to previous character - makes the text cursor move backward
	      to the previous character in the information entry box.

Home          Move to beginning of line - makes the text cursor move to the 
	      first character position in the information entry box.

End           Move to end of line - makes the text cursor move to the 
	      character position immediately past the last information entry 
	      box character.

Switching Between the First and Second Order or Quote Information Screens
To switch from the first to the second or from the second to the first Order or
Quote information screen, type F6 or point and click the left mouse button on
the F6 Keycon.

Changing the Order or Quote Date
You can change the Order or Quote information screen date by pointing the mouse
cursor to anywhere on the date and clicking the left mouse button.  A gold 
rectangle is briefly displayed over the date and then the Order or Quote Select
Date Menu is displayed.  Follow the instructions in the Enter Order or Quote
Select Date Menu section to select a new date.  Upon completion, the Order or
Quote information screen is displayed.

Transfer Product Information to an Order or Quote
The Transfer Products utility lets you transfer product model number, 
description, and list price information from the Product database to an Order 
or Quote information screen.  The Transfer Products utility is activated with 
the Transfer Products icon in the Order or Quote information screen.  The 
Transfer Products icon features both a primary icon and a hidden Keycon icon.
Display the hidden icon by pointing the mouse cursor to and clicking the right
mouse button on the primary Transfer Products icon.

Transfer product(s) by moving the text cursor to any order or quote form 
position, other than the order or quote number field, that you want to transfer
product information to.  Then, activate the Transfer Product utility by 
pointing the mouse cursor to and clicking the left mouse button on either the
primary or hidden Transfer Products icon or by typing F7.  The Order or the 
Quote Transfer Product Select Product screen is then displayed.

Order or Quote Transfer Product Select Product Menu
The Order or Quote Transfer Product Select Product Menu displays the product
descriptions in the product database.  Select up to eighteen products per order
or quote (nine products per order or quote page) by typing the letter displayed
in the small Keycon to the left of the product description(s), or by pointing
the mouse cursor to and clicking the left mouse button on the small letter 
Keycon or on the product description(s).
				      8-3
After you've made your selections, complete the transfer by typing F2 or 
pointing the mouse cursor to and clicking the left mouse button on the F2 
Keycon.  If you've selected nine products for the current order or quote page,
the product transfer utility automatically returns to the Order or Quote 
information screen.  Upon completion, the selected product model number(s),
description(s), and list price information is displayed in the appropriate 
model number, description, and list price fields in the Order or Quote 
information screen.

Replacing Existing Product Information with New Product Information
You can't overwrite existing order or quote model number, description, and list
price information with transferred model number, description, and list price 
information.  This safeguard is provided so that you won't accidentally delete
existing model number, description, and list price information.  To replace
existing order or quote model number, description, and list price information
with transferred model number, description, and list price information, first
delete the existing model number, description, and list price information with
the backspace key and then select the Transfer Products icon to transfer new
model number, description, and list price information to the Order or Quote
information screen.

Editing Order or Quote Information
To edit an existing order or quote, type 2 or point the mouse cursor to and
click the left mouse button on the 2 Keycon or on the Edit Order menu box in
the Order Manager Main Menu or on the Edit Quote menu box in the Quote Manager
Main Menu.  The Edit Order or the Edit Quote Select Customer Menu is displayed.

Edit Order or Quote Select Customer Menu
Select the customer for the order or quote you want to edit by following the
instructions in the Enter Order or the Edit Quote Select Customer Menu section. 
After you've made a selection, the Order or Quote information screen, if you're
entering a new order or quote, or the Select Order or the Select Quote Menu, if
you're editing or printing an order or quote, is displayed.

Edit Order Select Order or Edit Quote Select Quote Menu
Select an order or quote number by typing the letter displayed in the small 
Keycon to the left of the order, or pointing the mouse cursor to and clicking
the left mouse button on the small letter Keycon or the order or quote number.
Orders and Quotes are listed in numerical order.

Display additional order or quote numbers by using the scroll bar to the right
of the order or quote number list, typing F6 or, pointing the mouse cursor to
and clicking the left mouse button on the F6 Keycon for More order or quote
numbers.  F6 scrolls the next 16 order or quote numbers in the Orders and 
Quotes database into the selection menu.  To display previously listed order
or quote numbers, use the scroll bar, type F4 or point the mouse cursor to and
click the left mouse button on the F4 Keycon to display the Previous 16 order
or quote numbers.  Upon completion, the Edit Order or Quote information screen
is displayed.

Edit Order or Quote Information Screen
Edit the appropriate information for the order or quote fields displayed in the
information entry screens.  The important editing keys are described in the
Enter Order or Enter Quote information screen section.


				      
				      8-4
Printing Order or Quote Information
There are two ways to print an order or quote.  The first is to type 3 or point
the mouse cursor to and click the left mouse button on the 3 Keycon or on the
Print Order menu box in the Order Manager Main Menu or on the Print Quote menu
box in the Quote Manager Main Menu.  Then, select an order or quote record for
printing by following the instructions in the Order or Quote Select Customer
Menu and Edit Order Select Order Menu or Edit Quote Select Quote Menu sections.
After you've selected an order or quote, the Print Order Customer Address
Information or the Print Quote Customer Address Information screen is 
displayed.

The second way to print an order or quote is to point the mouse cursor to and
click the left mouse button on the Printer Icon displayed at the top of the
Edit Order  or Edit Quote information screens.  The Print Order Customer 
Address Information or the Print Quote Customer Address Information screen is
then displayed.

Print Order Customer Address Information Screen
The Print Order Customer Address information screen, contains the customer
Ship To and Bill To address information.  The Print Order Customer Address
information fields are described below.

Print Order Customer Address Information Fields
Customer Address 1    Up to 60 characters     Ship To address of order
Customer Address 2    Up to 60 characters     Alternate Ship To address of 
					      order
Customer City 1       Up to 30 characters     Ship To City of order
Customer City 2       Up to 30 characters     Alternate Ship To of City of
					      order
Customer State 1      Up to 30 characters     Ship To State of order
Customer State 2      Up to 30 characters     Alternate Ship To State of order
Customer Zip Code 1   Up to 10 characters     Ship To Zip Code of order
Customer Zip Code 2   Up to 10 characters     Alternate Ship To Zip Code of
					      order
Customer Ship         Up to 30 characters     Person to ship order to
Contact 
Customer Ship         Up to 30 characters     Phone number of Ship To Contact
Contact Phone

If you've previously entered and saved customer address information for the
order, the Print Order Customer Address information screen displays that
information.  If you haven't previously saved customer Ship To and Bill To
address information, the Customer List Address and Contact 1 information for
that customer is displayed and can be edited.  The important editing keys are
described in the Enter Order information screen section.

Either print the order with the default customer address information or edit
the address information.  To print the order and save the default or edited
customer address information, type F2 or point the mouse cursor to and click
the left mouse button on the F2 Keycon.  To Print the order without saving
changes to the customer address information, type F9 or point the mouse cursor
to and click the left mouse button on the F9 Keycon.

If you don't save the edited customer Bill To and Ship To address information,
the default Customer List database information is displayed the next time you
print the order.  If you do save the changes, the new Ship To and Bill To
address information is displayed.
				      8-5
Print Quote Customer Address Information Screen
The Print Quote Customer Address information screen, contains the customer
Quotation For and From address information.  The Print Quote Customer Address
information fields are described below.

Print Quote Customer Address Information Fields
Customer Address      Up to 60 characters     Address of quote
Customer City         Up to 30 characters     City of quote
Customer State        Up to 30 characters     State of quote
Customer Zip Code     Up to 10 characters     Zip code of quote
Customer Contact      Up to 30 characters     Person quote is for
Company Name          Up to 60 characters     Your company name
Address               Up to 60 characters     Your company's address
City                  Up to 30 characters     Your company's city
State                 Up to 30 characters     Your company's state
Zip Code              Up to 10 characters     Your company's zip code

If you've previously entered and saved customer address information for the
quote, the Print Quote Customer Address information screen displays that 
information.  If you haven't previously saved customer Quotation For and From
address information, the Customer List Address and Contact 1 information for
that customer is displayed and can be edited.  The important editing keys are
described in the Enter Quote information section.

Either print the quote with the default customer address information or edit
the address information.  To print the quote and save the default or edited
customer address information, type F2 or point the mouse cursor to and click
the left mouse button on the F2 Keycon.  To Print the quote without saving
changes to the customer address information, type F9 or point the mouse cursor
to and click the left mouse button on the F9 Keycon.

If you don't save the edited customer Quotation For and From address 
information, the default Customer List database information is displayed the
next time you print the quote.  If you do save the changes, the new Quotation
For and From address information is displayed.

Converting A Quote Into An Order
To convert a sales quote to a sales order, type 4 or point the mouse cursor to
and click the left mouse button on the 4 Keycon or on the Quote to Order menu
box in the Order Manager or the Quote Manager Main Menu.  The Quote to Order
Conversion Select Customer Menu is then displayed.

Select the quote record that you want to covert by following the instructions
in the Quote Manager Select Customer Menu and Edit Quote Select Quote Menu
sections.  After you've made a selection, the quote record information is
displayed in the Edit Order information screen.  Modify the appropriate quote
information in the order information screen and then save the order when you're
done.  The modified quote information is saved as an order in the Orders and
Quotes database.

Deleting Order or Quote Information
To delete an Order or Quote database record, select an order or quote record
by following the instructions in the Order Select Customer or Quote Select
Customer Menus and Edit Order Select Order or Edit Quote Select Quote Menus
sections.


				      8-6
After you've selected an order or quote record and it's displayed on the
screen, type F1 or point the mouse cursor to and click the left mouse button
on the F1 Keycon to delete the order or quote record from the Orders and Quotes
database.  F1 pops up a menu to verify that you want to delete the order or
quote record from the Orders and Quotes database.  Type Y to delete the record
or any other key to leave the order or quote record intact in the Orders and
Quotes database.  Upon completion, the Order Manager or Quote Manager Main Menu
is displayed.

Exporting Order or Quote Information
To export an Orders and Quotes database record to an ASCII text file, select
an order or quote record by following the instructions in the Order Select
Customer or Quote Select Customer Menus and Edit Order Select Order or Edit
Quote Select Quote Menus sections.

After you've selected an order or quote record and it's displayed on the
screen, type F4 or point the mouse cursor to and click the left mouse button on
the F4 Keycon to export the order or quote record to an unformatted ASCII text
file named "ORDER.TXT" or "QUOTE.TXT", respectively.  If ORDER.TXT or QUOTE.TXT
doesn't exist, it's created.  

Using Help
To obtain help at any point in the Order Manager or Quote Manager programs,
type F10 or point the mouse cursor to and click the left mouse button on the
F10 Keycon.  When the F10 Keycon is turned off, use the Help Icon.

Help Icon
Refer to page 2-6.

Using Sales POWER Organizer Icons

Mouse Help
Refer to page 2-6.

Keycon Display On and Off
Refer to page 2-6.

Dial Phone Number
Refer to page 2-6.

Calendar
Refer to page 2-6.

Activity Tickler
Refer to page 2-6.

Printer
Refer to page 2-7.









				      8-7
Chapter 9

Product Manager
The Product Manager program lets you enter, edit, and print product 
information.  Product information is used in the Order and Quote Managers,
Sales Forecaster, Sales Cycle Planner, and Sales Call Report programs.  The
Product information fields are described below.

To select the Product Manager, type 3 or point the mouse cursor to and click
the left mouse button on the 3 Keycon or on the Product Manager menu box in the
Orders & Quotes Main Menu.

Product Manager Information Screen Information Fields
Model Number        Up to 10 characters       Product Model Number
Description         Up to 30 characters       Product Description
Category            Up to 30 characters       Product Category Description
List Price          Up to 11 characters       Product List Price

Entering Product Information
To enter a new product, type 1 or point the mouse cursor to and click the left
mouse button on the 1 Keycon or on the Enter Product box in the Product Manager
Main Menu.  The Enter Product information screen is then displayed.

Enter Product Information Screen
Enter the appropriate product information in the Product information screen.
Important keyboard keys are:

ESC           Exit without saving current information - makes the program 
	      exit from the Product information screen without saving any 
	      information input or edits.  Returns to the Product Manager Main
	      Menu.

Enter         Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Tab and Down 
	      Arrow keys.

Tab           Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Down
	      Arrow keys.

Shift+Tab     Move to previous entry box - makes the text cursor move to the
	      previous information entry box.  Functions the same as the Up
	      Arrow key.

Backspace     Delete previous character - makes the text cursor move backward
	      one character, deleting that character from the information entry
	      box.

Insert        Turns insert mode on and off - toggles insert mode between insert
	      and overwrite.  In insert mode, added text characters are 
	      inserted between the characters at the current text cursor 
	      location.  In overwrite mode, added text characters overwrite the
	      characters at the current text cursor location.

Down Arrow    Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Tab 
	      keys.
				      9-1
Up Arrow      Move to previous entry box - makes the text cursor move to the 
	      previous information entry box.  Functions the same as the 
	      Shift+Tab keys.

Right Arrow   Move to next character - makes the text cursor move forward to
	      the next character in the information entry box.

Left Arrow    Move to previous character - makes the text cursor move backward
	      to the previous character in the information entry box.

Home          Move to beginning of line - makes the text cursor move to the 
	      first character position in the information entry box.

End           Move to end of line - makes the text cursor move to the 
	      character position immediately past the last information entry 
	      box character.

Transfer a Product Category to a Product
The Transfer Category utility lets you transfer a product category from the
Product Category database to a Product information screen.  The Transfer 
Category utility is activated with  the Transfer Category icon in the Product
information screen.  The Transfer Category icon features both a primary icon
and a hidden Keycon icon.  Display the hidden icon by pointing the mouse cursor
to and clicking the right mouse button on the primary Transfer Category icon.

To transfer a product category, move the text cursor to the product category
entry box in the Product information screen.  Then, activate the Transfer
Category utility by pointing the mouse cursor to and clicking the left mouse
button on either the primary or hidden Transfer Category icon or by typing F7.
The Transfer Category Select Category menu is then displayed.

Editing Product Information
To edit an existing product, type 2 or point the mouse cursor to and click the
left mouse button on the 2 Keycon or on the Edit Product selection box in the
Product Manager Main Menu.  The Select Product Menu is then displayed.

Edit Product Select Product Menu
Select a product by typing the letter displayed in the small Keycon to the left
of the product description, or by pointing the mouse cursor to and clicking the
left mouse button on the letter Keycon or the product description.  Product
descriptions are listed in numerical order, according to product model number.
Display additional products by using the scroll bar to the right of the product
list, typing F6 or, pointing the mouse cursor to and clicking the left mouse
button on the F6 Keycon for More product descriptions.  F6 scrolls the next
16 product descriptions in the Product database into the selection menu.  To
display previously listed product descriptions, use the scroll bar, type F4
or point the mouse cursor to and click the left mouse button on the F4 Keycon
to display the Previous 16 product descriptions.  After you've made a 
selection, the Edit Product information screen is displayed.

Edit Product Information Screen
Edit the appropriate information for the product fields displayed in the
information entry screen.  The important keyboard editing keys are described
in the Enter Product information screen section.



				      9-2
Printing Product Information
There are two ways to print product information.  The first is to type 3 or
point the mouse cursor to and click the left mouse button on the 3 Keycon or
on the Print Product menu box in the Product Manager Main Menu.  Then, select
a product record(s) for printing by following the instructions in the Edit
Product Select Product Menu section above.

You can print one, many, or all products in the Product database in a single
printout.  The products will be printed 5 per page, to the maximum amount
selected.  To print multiple products, select the products you want from the
Print Product Select Product Menu.  Selected products will be highlighted
with a gold rectangle.  After you've made your selections, type F2 or point
the mouse cursor to and click the left mouse button on the F2 Keycon to print
your selections.

The second way to print product information is to point the mouse cursor to 
and click the left mouse button on the Printer Icon displayed at the top of
the Edit Product information screen.  The product record displayed on the 
information screen is printed.

Deleting Product Information
To delete a Product database record, select a product record by following the
instructions in the Edit Product Select Product Menu section.

After you've selected a product record and it's displayed on the screen, type
F1 or point the mouse cursor to and click the left mouse button on the F1 
Keycon to delete the product record from the Product database.  F1 pops up a
menu asking if you're sure you want to delete the product record from the 
Product database.  Type Y to delete the record or any other key to leave the
product record intact in the Product database.  Upon completion, the Product
Manager Main Menu is displayed.

Exporting Product Information
To export a Product database record to an ASCII text file, select a product
record by following the instructions in the Edit Product Select Product Menu
section.

After you've selected a product record and it's displayed on the screen, type
F4 or point the mouse cursor to and click the left mouse button on the F4 
Keycon to export the product record to an unformatted ASCII text file named
"PRODUCT.TXT".  

Importing Product Information
The Import Products utility lets you load product information from ASCII text
files generated with word processors, text editors, or other applications into
the Product database.  The Import Products utility is activated with the Import
Products icon in the upper left corner of the Orders & Quotes Main Menu.

The Import Products icon features both a primary icon and a hidden Keycon icon.
Display the hidden icon by pointing the mouse cursor to and clicking the right
mouse button on the primary Import Products icon.  Activate the Import Products
utility by pointing the mouse cursor to and clicking the left mouse button on
either the primary or hidden Import Products icon or by typing F6.  The Product
Database Import Utility screen is then displayed.



				      9-3
The name of the ASCII text files(s) to be imported must comply with the MS-DOS
8 character file name and 3 character file extension format ("filename.ext").
Any text information can be imported as long as the following guidelines are
observed:
				      
	  Each record ends with a newline ('\n').
	  The fields in a record are separated by vertical bars ('|').
	  Each field contains only printable characters.

The Product database information fields are model number, description, product
category, and list price.  Each field must be placed in it's specified location
in the Product database record definition.  If you want to include a blank 
field(s) between fields with information, you should insert a second '|' 
character to identify the next field as a blank field.

	   Product Record Example

	   product model number|product description||list price

In this example, the product category field would be blank in the Product 
database.  The model number field is required and can't be left blank without
causing a Bad Record error.  Duplicate model numbers are not allowed.

The Product database import results are displayed in the Product Database 
Import Utility results screen when the import is completed.  Bad records, that
don't comply with the previous paragraph's Product record rules, and duplicate
records aren't imported.  The Bad Records Not Loaded and the Bad Records Not
Loaded counts are displayed in the results screen.  If either the Bad Records
Not Loaded or Duplicate Records Not Loaded counts are greater than zero, the
records not loaded will be logged to BADREC.LOG and DUPREC.LOG, respectively.
Both are ASCII text files that can be examined with any text editor.

Using Help
To obtain help at any point in the Product Manager program, type F10 or point
the mouse cursor to and click the left mouse button on the F10 Keycon.  When
the F10 Keycon is turned off, use the Help Icon.

Help Icon
Refer to page 2-6.

Using Sales POWER Organizer Icons

Mouse Help
Refer to page 2-6.

Keycon Display On and Off
Refer to page 2-6.

Dial Phone Number
Refer to page 2-6.

Calendar
Refer to page 2-6.

Activity Tickler
Refer to page 2-6.

				      9-4
Printer
Refer to page 2-7.





				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      
				      9-5
Chapter 10

Expense Report
The Expense Report program lets you enter, edit, and print expense reports.
The Expense Report information fields are described below.

Expense Report Information Screen Information Fields
Date               8 characters            Date of Expense Report
Air/Train          Up to 15 characters     Air or train expense
Luggage            Up to 15 characters     Luggage portage expense
Taxi               Up to 15 characters     Taxi expense 
Personal Car       Up to 15 characters     Expense for use of personal car
Hotel              Up to 15 characters     Hotel expense
Rental Car         Up to 15 characters     Rental car expense
Gas                Up to 15 characters     Gas for rental car expense
Parking            Up to 15 characters     Parking expense
Road Tolls         Up to 15 characters     Expense for road, bridge, etc. tolls
Breakfast          Up to 15 characters     Personal breakfast expense
Lunch              Up to 15 characters     Personal lunch expense
Dinner             Up to 15 characters     Personal dinner expense
Entertainment      Up to 15 characters     Entertainment expense
Other 1            Up to 15 characters     Uncategorized expense
Other 2            Up to 15 characters     Uncategorized expense
Other 3            Up to 15 characters     Uncategorized expense
Total Expense      Up to 20 characters     Total expense sum of all entered 
					   expenses (automatically calculated
					   by Expense Report program)
Advance            Up to 15 characters     Cash or check monetary advance

Entering Today's Expense Report Information
To enter today's expense report information, type 1 or point the mouse cursor
to and click the left mouse button on the 1 Keycon or on the Today's Expense
menu box in the Expense Manager Main Menu.  The Today's Expense Report
information screen is displayed.

Entering New Expense Report Information
To enter a new expense report for any date, type 2 or point the mouse cursor
to and click the left mouse button on the 2 Keycon or on the Enter Expense
Report menu box in the Expense Report Main Menu.  The Enter Expense Report
Select Date Menu is then displayed.

Enter Expense Report Select Date Menu
Select an expense report year, month, and day by typing the letters for the
appropriate year, month, and day number(s).  With two number days, the Enter
Expense Report information screen is automatically displayed after you type
the second number.  With single digit days, type ENTER after the first number
to complete the day selection.  You can also select an expense report date
by pointing the mouse pointer to and clinking the left mouse button on the 
appropriate year, month, and day menu boxes.

    Day Selection Examples                             Keys Typed

    To select the 1st day of the month type:           1+ENTER
    To select the 11th day of the month type:          11
    To select the 23rd day of the month type:          23
				      
				      
				      10-1
After you've made a selection, the Enter Expense Report information screen is
displayed.

Enter Expense Report Information Screen
Enter the appropriate expense information in the Expense Report information
screen.  Important keyboard keys are:

ESC           Exit without saving current information - makes the program exit
	      from the Expense Report information screen without saving any 
	      information input or edits.  Returns to the Expense Report Main
	      Menu.

Enter         Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Tab and Down 
	      Arrow keys.

Tab           Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Down
	      Arrow keys.

Shift+Tab     Move to previous entry box - makes the text cursor move to the
	      previous information entry box.  Functions the same as the Up
	      Arrow key.

Backspace     Delete previous character - makes the text cursor move backward
	      one character, deleting that character from the information entry
	      box.

Insert        Turns insert mode on and off - toggles insert mode between insert
	      and overwrite.  In insert mode, added text characters are 
	      inserted between the characters at the current text cursor 
	      location.  In overwrite mode, added text characters overwrite the
	      characters at the current text cursor location.

Down Arrow    Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Tab 
	      keys.

Up Arrow      Move to previous entry box - makes the text cursor move to the 
	      previous information entry box.  Functions the same as the 
	      Shift+Tab keys.

Right Arrow   Move to next character - makes the text cursor move forward to
	      the next character in the information entry box.

Left Arrow    Move to previous character - makes the text cursor move backward
	      to the previous character in the information entry box.

Home          Move to beginning of line - makes the text cursor move to the 
	      first character position in the information entry box.

End           Move to end of line - makes the text cursor move to the 
	      character position immediately past the last information entry 
	      box character.



				      10-2
Setting the Initial Expense Report Mileage Rate
Set the initial expense report mileage rate by moving the text cursor to the
Personal Car entry box.  A pop-up menu appears, prompting you to enter your
Personal Car mileage rate.  Type the appropriate information in the pop-up menu
entry box.  Upon completion, the mileage rate is stored in the Sales POWER
Organizer's parameters database.

Moving Expense Report Information Screen Forward or Backward One Day
Move forward to the next day's expense report information screen by typing F6
or by pointing the mouse cursor to and clicking the left mouse button on the
F8 Keycon.  Move backward to the previous day's expense report information 
screen typing F7 or by pointing the mouse cursor to and clicking the left mouse
button on the F7 Keycon.

If expense report event information exists for the day you've moved to, a 
pop-up window appears asking whether you want to edit the selected date's 
expense report event information.  Type Y to edit the existing expense report
event information or N to display a blank expense report information screen
for that day.  If the day you've moved to doesn't contain any expense report
event information, a blank expense report information screen for that day is
automatically displayed.

You can move the expense report day forward or backward as frequently as you
want, so that you can step through a series of consecutive dates without 
returning to the Expense Report Select Date Menu to select an expense report
date.

Changing the Expense Report Date
Change the Expense Report information screen date by pointing the mouse cursor
to the date and clicking the left mouse button.  When selected, a gold 
rectangle is displayed over the date and the Enter Expense Report Select 
Date Menu is then displayed.  Follow the instructions in the Enter Expense 
Report Select Date Menu section to select a new expense report date.  Upon 
completion, the Enter Expense Report information screen is displayed.

Editing Expense Report Information
To edit an existing expense report, type 2 or point the mouse cursor to and
click the left mouse button on the 2 Keycon or on the Edit Expense Report menu
box in the Expense Report Main Menu.  The Edit Expense Report Select Date Menu
is then displayed.

Edit Expense Report Select Date Menu
Select an expense report by typing the letter displayed in the small Keycon to
the left of the expense report date, or by pointing the mouse cursor to and 
clicking the left mouse button on the small letter Keycon or the expense report
date.  Expense report dates are listed in chronological order.

Display additional expense report dates by using the scroll bar to the right of
the expense report dates list, typing F6, or pointing the mouse cursor to and
clicking the left mouse button on the F6 Keycon for More dates.  F6 scrolls the
next 16 dates in the Expense Report database into the selection menu.  To 
display previously listed expense report dates, use the scroll bar, type F6,
or point the mouse cursor to and click the left mouse button on the F4 Keycon
to display the Previous 16 dates.  Upon completion, the Edit Expense Report 
information screen is displayed.


				      10-3
Edit Expense Report Information Screen
Edit the appropriate information for the expense report fields displayed in the
information entry screen.  The important editing keyboard keys are described
in the Enter Expense Report information screen section.

Changing the Expense Report Mileage Rate
To change the expense report mileage rate, point the mouse cursor to and click
the left mouse button on the gold mileage rate box in the Personal Car expense
information entry box.  A pop-up menu will be displayed, prompting you to edit
your current Personal Car mileage rate.  Enter the appropriate information in
the pop-up menu entry box.  Upon completion, the new mileage rate is stored in
the Sales POWER Organizer's parameters database.

Printing Expense Report Information
There are two ways to print an expense report.  The first is to type 3 or point
the mouse cursor to and click the left mouse button on the 3 Keycon or on the
Print Expense Report menu box in the Expense Report Main Menu.  The Print 
Expense Report Select Date Menu is then displayed.

The second way to print an expense report is to point the mouse cursor to and
click the left mouse button on the Printer Icon displayed at the top of the
Edit Expense Report information screen.  The Print Expense Report Select Date
Menu is then displayed.

The Expense Report program supports a weekly expense report printout format.
The Print Expense Report Select Date Menu prompts you to select a Print 
Expense Report Start Date and a Print Expense Report End Date.  The expense
report printout is formatted into rows of seven consecutive days, starting and
ending with the selected expense report start and end dates.  You can print 
one expense report week per printout.

Select print expense report years, months, and days by typing the letters for
the appropriate year, month, and day number(s).  With two number days, the 
Print Expense Report Select Date Menu automatically proceeds to the next screen
after you type the second number.  With single digit days, type ENTER after the
first number to complete the day selection.  You can also select expense report
print dates by pointing the mouse cursor  to and clinking the left mouse button
on the appropriate year, month, and day menu boxes.

After you've selected print expense report start and end dates, the Print 
Expense Report Personal Information screen is displayed.

Print Expense Report Personal Information Screen
Enter your personal expense report information in the Print Expense Report
Personal Information screen.  The Print Expense Report Personal Information
fields are described below.  If you've previously entered and saved your 
personal expense report information, it's displayed and can be edited in the
Print Expense Report Personal Information screen.  The important editing 
keyboard keys are described in the Enter Expense Report information screen
section.

Print Expense Report Personal Information Screen Fields
Your Name           Up to 30 characters
Employee Number     Up to 15 characters       Your employee or badge number
Department Number   Up to 15 characters       Your department number
Office              Up to 30 characters       Your office location

				      10-4
To print and save your personal expense report information, type F2 or point
the mouse cursor to and click the left mouse button on the F2 Keycon.  To print
the expense report  without saving your personal expense report information,
type F9 or point the mouse cursor to and click the left mouse button on the F9
Keycon.

Deleting Expense Report Information
To delete an Expense Report database record, select an expense report record by
following the instructions in the Edit Expense Report Select Date Menu section.
After you've selected an expense report record and it's displayed in the Edit
Expense Report information screen, type F1 or point the mouse cursor to and
click the left mouse button on the F1 Keycon to delete the expense report 
record from the Expense Report database.  F1 pops up a menu to verify that you
want to delete the expense report record from the Expense Report database.
Type Y to delete the expense report record or any other key to leave the
expense report record intact in the Expense Report database.  Upon completion,
the Expense Report Main Menu is displayed.

Exporting Expense Report Information
To export an Expense Report database record to an ASCII text file, select an
xpense report record by following the instructions in the Edit Expense Report
Select Date Menu section.

After you've selected an expense report record and it's displayed on the 
screen, type F4 or point the mouse cursor to and click the left mouse button on
the F4 Keycon to export the expense report record to an unformatted ASCII text
file named "EXPENSE.TXT".  

Using Help
To obtain help at any point in the Expense Report program, type F10 or point
the mouse cursor to and click the left mouse button on the F10 Keycon.  When
the F10 Keycon is turned off, use the Help Icon.

Help Icon
Refer to page 2-6.

Using Sales POWER Organizer Icons

Mouse Help
Refer to page 2-6.

Keycon Display On and Off
Refer to page 2-6.

Dial Phone Number
Refer to page 2-6.

Calendar
Refer to page 2-6.

Activity Tickler
Refer to page 2-6.

Printer
Refer to page 2-7.


				      10-5
Chapter 11

Calendar
The Calendar program let's you enter, edit, and print Calendar events.  The
Calendar information fields are described below.  The Calendar program also
includes a utility for transferring calendar event information to one or more
other dates, so that you can dynamically reschedule your calendar events.

Calendar Information Screen Information Fields
Date                8 characters              Calendar date
5:00                Up to 40 characters       5:00 AM calendar entry
6:00                Up to 40 characters       6:00 AM calendar entry
7:00                Up to 40 characters       7:00 AM calendar entry
8:00                Up to 40 characters       8:00 AM calendar entry
9:00                Up to 40 characters       9:00 AM calendar entry
10:00               Up to 40 characters       10:00 AM calendar entry
11:00               Up to 40 characters       11:00 AM calendar entry
12:00               Up to 40 characters       12:00 AM calendar entry
1:00                Up to 40 characters       1:00 PM calendar entry
2:00                Up to 40 characters       2:00 PM calendar entry
3:00                Up to 40 characters       3:00 PM calendar entry
4:00                Up to 40 characters       4:00 PM calendar entry
5:00                Up to 40 characters       5:00 PM calendar entry
6:00                Up to 40 characters       6:00 PM calendar entry
7:00                Up to 40 characters       7:00 PM calendar entry
8:00                Up to 40 characters       8:00 PM calendar entry

Entering Today's Calendar Information
To enter today's calendar events, type 1 or point the mouse cursor to and click 
the left mouse button on the 1 Keycon or on the Today's Calendar menu box 
in the Calendar Main Menu.  The Today's Calendar information screen is then 
displayed.

Entering New Calendar Information
To enter new calendar events for any date, type 2 or point the mouse cursor 
to and click the left mouse button on the 2 Keycon or on the Set Calendar menu
box in the Calendar Main Menu.  The Set Calendar Select Date Menu is then 
displayed.

Set Calendar Select Date Menu
Select a calendar year, month, and day by typing the letters for the 
appropriate year, month, and day number(s).  With two number days, the Set
Calendar information screen is automatically displayed after you type the 
second number.  With single digit days, type ENTER after the first number to
complete the day selection.  You can also select a calendar date by pointing
the mouse pointer to and clinking the left mouse button on the appropriate 
year, month, and day boxes.

    Day Selection Examples                             Keys Typed

    To select the 5th day of the month type:           5+ENTER
    To select the 16th day of the month type:          16
    To select the 31st day of the month type:          31

After you've made a selection, the Set Calendar information screen is 
displayed.
				      
				      11-1
Set Calendar Information Screen
Enter the appropriate event information in the Calendar information screen.
Important keyboard keys are:

ESC           Exit without saving current information - makes the program exit
	      from the Calendar information screen without saving any 
	      information input or edits.  Returns to the Calendar Main Menu.

Enter         Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Tab and Down 
	      Arrow keys.

Tab           Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Down
	      Arrow keys.

Shift+Tab     Move to previous entry box - makes the text cursor move to the
	      previous information entry box.  Functions the same as the Up
	      Arrow key.

Backspace     Delete previous character - makes the text cursor move backward
	      one character, deleting that character from the information entry
	      box.

Insert        Turns insert mode on and off - toggles insert mode between insert
	      and overwrite.  In insert mode, added text characters are 
	      inserted between the characters at the current text cursor 
	      location.  In overwrite mode, added text characters overwrite the
	      characters at the current text cursor location.

Down Arrow    Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Tab 
	      keys.

Up Arrow      Move to previous entry box - makes the text cursor move to the 
	      previous information entry box.  Functions the same as the 
	      Shift+Tab keys.

Right Arrow   Move to next character - makes the text cursor move forward to
	      the next character in the information entry box.

Left Arrow    Move to previous character - makes the text cursor move backward
	      to the previous character in the information entry box.

Home          Move to beginning of line - makes the text cursor move to the 
	      first character position in the information entry box.

End           Move to end of line - makes the text cursor move to the 
	      character position immediately past the last information entry 
	      box character.

Moving Calendar Information Screen Forward or Backward One Day
Move forward to the next day's calendar information screen by typing F8 or by
pointing the mouse cursor to and clicking the left mouse button on the F8 
Keycon.  Move backward to the previous day's calendar information screen by
typing F7 or by pointing the mouse cursor to and clicking the left mouse button
on the F7 Keycon.
				      11-2
If calendar event information exists for the day you move to, a pop-up window
appears asking whether you want to edit that date's calendar event information.
Type Y to edit the existing calendar event information or N to display a blank
calendar information screen for that day.  If the day you've moved to doesn't
contain any calendar event information, a blank calendar information screen for
that day is automatically displayed.

You can move the calendar day forward or backward as frequently as you want, so
that you can step through a series of consecutive dates without returning to 
the Calendar Select Date Menu to select a date.

Changing the Calendar Date
Change the Calendar information screen date by pointing the mouse cursor to 
the date and clicking the left mouse button.  When selected, a gold rectangle
is displayed over the date and the Set Calendar Select Date Menu is then 
displayed.  Follow the instructions in the Set Calendar Select Date Menu 
section to select a new calendar date.  Upon completion, the Calendar 
information screen is displayed.

Editing Calendar Information
To edit existing calendar events, type 3 or point the mouse cursor to and 
click the left mouse button on the 3 Keycon or on the Edit Calendar menu box in
the Calendar Main Menu.  The Edit Calendar Select Date Menu is displayed.

Edit Calendar Select Date Menu
Select a calendar date by typing the letter displayed in the small Keycon to
the left of the calendar date, or by pointing the mouse cursor to and clicking
the left mouse button on the small Keycon or the calendar date.  Calendar dates
are listed in chronological order.

Display additional calendar dates by using the scroll bar to the right of the
calendar dates list, typing F6, or pointing the mouse cursor to and clicking
the left mouse button on the F6 Keycon for More dates.  F6 scrolls the next 16
dates in the Calendar database into the selection menu.  To display previously
listed calendar dates, use the scroll bar, type F4 or point the mouse cursor 
to and click the left mouse button on the F4 Keycon to display the Previous 16
dates.  After you've made a selection, the Edit Calendar information screen is
displayed.

Edit Calendar Information Screen
Edit the appropriate information for the calendar fields displayed in the 
information entry screen.  The important editing keyboard keys are described
in the Set Calendar information screen section.

Transfer Calendar Information to Another Date
The Transfer Events utility lets you transfer calendar event information from
one date to another date.  The Transfer Events utility is activated with the 
Transfer Events icon in the Calendar information screen.  The Transfer Events
icon features both a primary icon and a hidden Keycon icon.  Display the 
hidden icon by pointing the mouse cursor to and clicking the right mouse
button on the primary Transfer Events icon.






				      11-3
To transfer events, activate the Transfer Events utility by pointing the mouse
cursor to and clicking the left mouse button on either the primary or hidden
Transfer Events icon or by typing F6.  After the Transfer Events icon changes
color, select the calendar event information you want to transfer by pointing
the mouse cursor to the appropriate event box(es) and clicking the left mouse
button.  The selected calendar event(s) are highlighted with a gold rectangle.

Deselect a selected event by pointing the mouse cursor to the event box a 
second time and clicking the right mouse button.  The gold highlight rectangle
disappears and the event box text returns to normal.

After you've made your selection(s), complete the calendar event transfer by
typing the F9 key or pointing the mouse cursor to and clicking the left mouse
button on the F9 Keycon.  The Calendar Select Date Menu is then displayed.

Select the day you want to transfer the selected calendar event information to.
If calendar event information exists for the selected day, a pop-up window 
appears asking whether you want to edit that date's calendar event information.
Type Y to edit the existing calendar event information or N to display a blank
calendar information screen for that day.  If the selected day doesn't contain
any event information, a blank calendar information screen for that day is 
automatically displayed.

When the selected calendar information screen is displayed, place the 
transferred calendar event information in the calendar information event 
box(es) you want by pointing the mouse cursor to and clicking the left mouse
button on the box(es).  A gold highlight rectangle is displayed in the selected
event box(es).

Deselect a selected calendar event box by pointing the mouse cursor to the
calendar event box a second time and clicking the right mouse button.  The
gold highlight rectangle disappears.  When you've selected event boxes equal
to the number of events transferred, the transferred calendar event information
is transferred to and displayed in the selected event boxes.

Printing Calendar Information
There are two ways to print calendar information.  The first is to type 4 or 
point the mouse cursor to and click the left mouse button on the 4 Keycon or on
the Print Calendar menu box in the Calendar Main Menu.  Then, select a calendar
event record for printing by following the instructions in the Edit Calendar
Select Date section.

The second way to print calendar information is to point the mouse cursor to
and click the left mouse button on the Printer Icon displayed at the top of 
the Edit Calendar information screen.  The calendar record displayed on the 
information screen is printed.

Deleting Calendar Information
To delete a Calendar database record, select a calendar event record by 
following the instructions in the Edit Calendar Select Date Menu section. 
After you've selected a calendar event record and it's displayed on the screen,
type the F1 key or point the mouse cursor to and click the left mouse button on
the F1 Keycon to delete the calendar event record from the Calendar database.
F1 pops up a menu to verify that you want to delete the calendar event record
from the Calendar database.  Type Y to delete the calendar event record or any
other key to leave the calendar event record intact in the Calendar database.
Upon completion, the Calendar Main Menu is displayed.
				      11-4
Exporting Calendar Information
To export a Calendar database record to an ASCII text file, select a calendar
event record by following the instructions in the Edit Calendar Select Date
Menu section.

After you've selected a calendar event record and it's displayed on the screen,
type the F4 key or point the mouse cursor to and click the left mouse button
on the F4 Keycon to export the calendar event record to an unformatted ASCII
text file named "CALENDAR.TXT".

Using Help
To obtain help at any point in the Calendar program, type F10 or point the
mouse cursor to and click the left mouse button on the F10 Keycon.  When the
F10 Keycon is turned off, use the Help Icon.

Help Icon
Refer to page 2-6.

Using Sales POWER Organizer Icons

Mouse Help
Refer to page 2-6.

Keycon Display On and Off
Refer to page 2-6.

Dial Phone Number
Refer to page 2-6.

Activity Tickler
Refer to page 2-6.

Printer
Refer to page 2-7.























				      11-5
Chapter 12

Activity Tickler
The Activity Tickler program let's you enter, edit, and print up to eight 
Activity Tickler events per day.  The Activity Tickler information fields are
described below.  The Activity Tickler program also includes a utility for
transferring activity tickler event information to one or more other dates, so
that you can dynamically reschedule your activity tickler events.

Activity Tickler Activity Notification Window
When Activity Tickler event information is entered for the current day, an
Activity Tickler Notification Window containing that event information is
displayed at the Sales POWER Organizer Main Menu each time the Sales POWER
Organizer is started.  This is one of the primary roles of the Activity Tickler
program - to remind you of the current day's scheduled activity events.

Activity Tickler Information Screen Information Fields
Date                8 characters              Activity tickler date
Event 1             Up to 40 characters       Activity tickler event 1
Event 2             Up to 40 characters       Activity tickler event 2
Event 3             Up to 40 characters       Activity tickler event 3
Event 4             Up to 40 characters       Activity tickler event 4
Event 5             Up to 40 characters       Activity tickler event 5
Event 6             Up to 40 characters       Activity tickler event 6
Event 7             Up to 40 characters       Activity tickler event 7
Event 8             Up to 40 characters       Activity tickler event 8

Entering Today's Activity Tickler Information
To enter today's activity tickler events, type 1 or point the mouse cursor to
and click the left mouse button on the 1 Keycon or on Today's Tickler menu box
in the Activity Tickler Main Menu.  The Today's Tickler information screen is
then displayed.

Entering New Activity Tickler Information
To enter new activity tickler events, type 2 or point the mouse cursor to and
click left mouse button on the 2 Keycon or on the Set Tickler menu box in the
Activity Tickler Main Menu.  The Activity Tickler Select Date Menu is then
displayed.

Set Activity Tickler Select Date Menu
Select an activity tickler year, month, and day by typing the letters for the
appropriate year, month, and day number(s).  With two number days, the Set 
Activity Tickler information screen is automatically displayed after you type
the second number.  With single digit days, type ENTER after the first number
to complete the day selection.  You can also select an activity tickler date
by pointing the mouse pointer to and clinking the left mouse button on the
appropriate year, month, and day menu boxes.

    Day Selection Examples                             Keys Typed

    To select the 7th day of the month type:           7+ENTER
    To select the 12th day of the month type:          12
    To select the 29th day of the month type:          29

Upon completion, the Set Activity Tickler information screen is displayed.
				      
				      
				      12-1
Set Activity Tickler Information Screen
Enter the appropriate event information in the Activity Tickler information
screen.  Important keyboard keys are:

ESC           Exit without saving current information - makes the program exit
	      from the Activity Tickler information screen without saving any
	      information input or edits.  Returns to the Activity Tickler 
	      Main Menu.

Enter         Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Tab and Down 
	      Arrow keys.

Tab           Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Down
	      Arrow keys.

Shift+Tab     Move to previous entry box - makes the text cursor move to the
	      previous information entry box.  Functions the same as the Up
	      Arrow key.

Backspace     Delete previous character - makes the text cursor move backward
	      one character, deleting that character from the information entry
	      box.

Insert        Turns insert mode on and off - toggles insert mode between insert
	      and overwrite.  In insert mode, added text characters are 
	      inserted between the characters at the current text cursor 
	      location.  In overwrite mode, added text characters overwrite the
	      characters at the current text cursor location.

Down Arrow    Move to next entry box - makes the text cursor move to the next
	      information entry box.  Functions the same as the Enter and Tab 
	      keys.

Up Arrow      Move to previous entry box - makes the text cursor move to the 
	      previous information entry box.  Functions the same as the 
	      Shift+Tab keys.

Right Arrow   Move to next character - makes the text cursor move forward to
	      the next character in the information entry box.

Left Arrow    Move to previous character - makes the text cursor move backward
	      to the previous character in the information entry box.

Home          Move to beginning of line - makes the text cursor move to the 
	      first character position in the information entry box.

End           Move to end of line - makes the text cursor move to the 
	      character position immediately past the last information entry 
	      box character.






				      12-2
Moving Activity Tickler Information Screen Forward or Backward One Day
Move forward to the next day's activity tickler information screen by typing
F8 or by pointing the mouse cursor to and clicking the left mouse button on
the F8 Keycon.  Move backward to the previous day's activity tickler
information screen by typing F7 or by pointing the mouse cursor to and
clicking the left mouse button on the F7 Keycon.

If activity tickler event information exists for the day you move to, a 
pop-up window appears asking whether you want to edit that date's activity
tickler event information.  Type Y to edit the existing activity tickler event
information or N to display a blank activity tickler event information screen
for that day.  If the day you've moved to doesn't contain any activity tickler
event information, a blank activity tickler information screen for that day 
is automatically displayed.

You can move the activity tickler forward or backward as frequently as you 
want, so that you can step through a series of consecutive dates without 
returning to the Activity Tickler Date Menu to select a date.

Changing the Activity Tickler Date
Change the Activity Tickler information screen date by pointing the mouse 
cursor to the date and clicking the left mouse button.  When selected, a gold
rectangle is displayed over the date and then the Set Activity Tickler Select
Date Menu is displayed.  Follow the instructions in the Set Activity Tickler
Select Date Menu section to select a new activity tickler date.  Upon
completion, the Activity Tickler information screen is displayed.

Editing Activity Tickler Information
To edit existing activity tickler events, type 3 or point the mouse cursor to
and click the left mouse button on the 3 Keycon or on the Edit Tickler menu
box in the Activity Tickler Main Menu.  The Edit Activity Tickler Select Date
Menu is displayed.

Edit Activity Tickler Select Date Menu
Select an activity tickler date by typing the letter displayed in the small
Keycon to the left of the activity tickler date, or by pointing the mouse 
cursor to and clicking the left mouse button on the small letter Keycon or the
activity tickler date.  Activity tickler dates are listed in chronological 
order.

Display additional activity tickler dates by using the scroll bar to the right
of the activity tickler dates list, typing F6, or pointing the mouse cursor to
and clicking the left mouse button on the F6 Keycon for More dates.  F6 scrolls
the next 16 dates in the Activity Tickler database into the selection menu.  To
display previously listed activity tickler dates, use the scroll bar, type F4
or point the mouse cursor to and click the left mouse button on the F4 Keycon
to display the Previous 16 dates.  After you've made a selection, the Edit 
Activity Tickler information screen is displayed.

Edit Activity Tickler Information Screen
Edit the appropriate information for the activity tickler fields displayed in 
the information entry screen.  The important editing keyboard keys are 
described in the Set Activity Tickler information screen section.




				      12-3
Transfer Activity Tickler Information to Another Date
The Transfer Events utility lets you transfer activity tickler event 
information from one date to another date.  The Transfer Events utility is 
activated with the Transfer Events icon in the Activity Tickler information 
screen.  The Transfer Events icon features both a primary icon and a hidden 
Keycon icon.  Display the hidden icon by pointing the mouse cursor to and 
clicking the right mouse button on the primary Transfer Events icon.
				      
To transfer events, activate the Transfer Events utility by pointing the mouse
cursor to and clicking the left mouse button on either the primary or hidden
Transfer Events icon or by typing F6.  After the Transfer Events icon changes
color, select the activity tickler event information you want to transfer by
pointing the mouse cursor to the event box(es) and clicking the left mouse 
button.  The selected event(s) are highlighted with a gold rectangle.

Deselect a selected event by pointing the mouse cursor to the event line a 
second time and clicking the right mouse button.  The gold highlight rectangle
disappears and the event box text returns to normal.

After you've made your selection(s), complete the activity tickler event 
transfer by typing the F9 key or pointing the mouse cursor to and clicking the
left mouse button on the F9 Keycon.  The Activity Tickler Select Date Menu is
then displayed.

Select the day you want to transfer the selected activity tickler event 
information to.  If activity tickler event information exists for the selected
day, a pop-up window appears asking whether you want to edit that date's 
activity tickler event information.  Type Y to edit the existing activity 
tickler event information or N to display a blank activity tickler event 
information screen for that day.  If the selected day doesn't contain any event
information, a blank activity tickler information screen for that day is 
automatically displayed.

When the selected activity tickler information screen is displayed, place the
transferred activity tickler event information in the activity tickler event 
box(es) you want by pointing the mouse cursor to and clicking the left mouse
button on the box(es).  A gold highlight rectangle is displayed in the selected
event box(es).

Deselect a selected activity tickler event box by point the mouse cursor to the
activity tickler event box a second time and clicking the right mouse button.
The gold highlight rectangle disappears.  When you've selected event boxes 
equal to the number of events transferred, the transferred activity tickler
event information is transferred to and displayed in the selected event boxes.

Printing Activity Tickler Information
There are two ways to activity tickler information.  The first is to type 4
or point the mouse cursor to and click the left mouse button on the 4 Keycon
or on the Print Tickler menu box in the Activity Tickler Main Menu.  Then,
select an activity tickler event record to print by following the instructions
in the Edit Activity Tickler Select Date Menu section.

The second way to print activity tickler information is to point the mouse
cursor to and click the left mouse button on the Printer Icon displayed at
the top of the Edit Activity Tickler information screen.  The activity
tickler record displayed on the information screen is printed.

				      12-4
Deleting Activity Tickler Information
To delete an Activity Tickler database record, select an activity tickler
event record by following the instructions in the Edit Activity Tickler
Select Date Menu section.  

After you've selected an activity tickler event record and it's displayed
on the screen, type the F1 key or point the mouse cursor to and click the
left mouse button on the F1 Keycon to delete the activity tickler event
record from the Activity Tickler database.  F1 pops up a menu to verify that
you want to delete the activity tickler event record from the Activity
Tickler database.  Type Y to delete the activity tickler event record or
any other key to leave the activity tickler event record intact in the
Activity Tickler database.  Upon completion, the Activity Tickler Main Menu
is displayed.

Exporting Activity Tickler Information
To export an Activity Tickler database record to an ASCII text file, select
an activity tickler event record by following the instructions in the Edit
Activity Tickler Select Date Menu section.  

After you've selected an activity tickler event record and it's displayed on
the screen, type the F4 key or point the mouse cursor to and click the left
mouse button on the F4 Keycon to export the activity tickler event record to
an unformatted ASCII text file named "TICKLER.TXT".  If TICKLER.TXT doesn't
exist, it's created.  If TICKLER.TXT exists, the newly exported activity 
tickler event information is appended to the end of TICKLER.TXT, after any
previously exported activity tickler event information.

Using Help
To obtain help at any point in the Activity Tickler program, type F10 or
point the mouse cursor to and click the left mouse button on the F10 Keycon. 
When the F10 Keycon is turned off, use the Help Icon.

Help Icon
Refer to page 2-6.

Using Sales POWER Organizer Icons

Mouse Help
Refer to page 2-6.

Keycon Display On and Off
Refer to page 2-6.

Dial Phone Number
Refer to page 2-6.

Calendar
Refer to page 2-6.

Printer
Refer to page 2-7.





				      12-5
