                            Sales Point Lite Program
                                 Version 2.60c
By: Made To Order Software
    15 Rustic Highlands
    Hurricane, WV 25526
    (304)757-7751

ABOUT
Sales Point is a POS program. It maintains Inventory, multiple labor 
rates, tax rates, shippers, and customer types. It has user 
customizable forms, appointment calendar, note pad, phone directory,
and a pop up calculator. You can attach notes or letters to any 
customers record. View/print any old invoice. Create Quotes and then 
paste them into the current invoice. Record serial numbers for those 
items that require them. 

DYNAMIC FORMS   (Note Not available in Lite version)
A New feature in Ver 2.5 is the ability to define additional forms
for each basic form types. The basic types are:
       INVOICE
       QUOTE
       REFUND
       WARRANTY
       RECEIVING
       DEBIT
       CREDIT
       PAYMENT
For any of these additional forms you may define databases that store 
information that is not normally gathered by Sales Point and which can
be printed on the new forms. This feature allows a degree of custom-
ization that you won't see in any other POS or OE program. This allows 
you to customize Sales Point with out the high cost of custom 
programming!

Other new features include user definable backup programs, increased 
Inventory number to 18 characters, Supercedeed by number and location 
code for inventory items. Warranty transaction type. New customer 
types: Warranty provider; cost plus customer; and no charge customer.
Expanded on line help. Supports computer cash drawer's.
 Note:Warranty type not avialable in Lite version

New in version 2.50d
Optional sales terms field, setting of Other Tax rates (ie. Misc.,
Interest, Default inventory), also now will calculate retail pricing
from a markup rate. Now suports CANADIAN Postal codes and CANADIAN tax 
rates (Copy 'CANADA.FOR' to 'INVOICE.FOR' to print Canadian taxes!) 

IMPORTANT NOTE: If you are upgrading you should create a Tax code of 
"NO" with a zero rate. You will need it. Also, please use the 'SET 
OTHER TAXES' in the SET UP MENU to set the rates you wish to use
for these items. THIS IS VERY IMPORTANT OTHERWISE YOUR TAXES WILL
NOT BE CALCULATED CORRECTLY! Also, check 'AVAILVAR.DOC' file for 
new functions and variables for the Forms Script Language.

Version 2.50f 
Fix problem with no tax customer also added fractional tax rates

Version 2.60
Now supports fractional quantities of items. Bar Code support. Note: 
supports bar code printing on HP LaserJets II or above and Epson FX80
or above, or compatibles (Single column only). Supports Wedge type 
Bar Code readers.  Also 2.60 now automaticly applies any customer 
credits to amounts tendered calculations.  

Version 2.60C
Now allows you to select whether or not you wish to allow the first 
character of Inventory numbers to start with a letter. Note: If you
choose this option you will have to manually change to the description
index (ALT-I) to do searches on descriptions!         

RECOMENDED EQUIPMENT
MTO recomends that you run this program on a 386-20mhz or better 
computer. If you need to run on a slower machine you should copy
'INVFAST.FOR' to 'INVOICE.FOR' to speed printing of invoices.


SHAREWARE
The unregistered shareware version is fully functional but has a random 
nag screen.  

  
INSTALLATION
Copy files from this zip file to a floppy disk or temporary 
subdirectory. Make that disk/directory the current disk (ie A: or B:, 
cd \temp etc) then type INSTALL. Follow instructions to install Sales 
Point Demo.

OR

Run the SPDEMOL.EXE program to extract the SALES.EXE Lite program and 
databases to the current directory.



- Planning Your installation

  - Security Levels
    There are three levels of Security available in Sales Point.

       Level 1 the highest this is for Owners or Managers only.

       Level 2 Assistant Managers and/or trusted employees

       Level 3 Clerks/New employees.

    You should decide now who will get each of these levels. A password
    should also be created for each employee that is to use the 
    program.

  - Information to have handy

    All tax rates you charge in percents.

    Labor rates (if any).

    Types of customers you will have. (See Part 4 of this chapter for 
    details)

    Sales inventories.

    Customer info.

    Determine how long you wish to keep invoice/quote detail.

    Determine how many items you wish to print on an invoice.

COMPLETING THE INSTALL RUNNING SALES POINT THE FIRST TIME


Once the program has been installed and begins running for the first
time, the Sales Point logo will appear (pressing any key will continue)  
After the logo leaves the screen, All index files will be created then 
a screen requesting user identification will appear.  The screen will 
look like this:

       Enter User ID->

Enter the ID that you will use as a level 1 user. Since there are no
Users yet defined you will be prompted to enter the first user which
will be you.

USER DEFAULTS / USER ENTRY

The first field on this screen is to be completed with your chosen
password.  Your password may consist of your initials or another
easy-to-remember word or combination of letters that you will enter
each time you run the program. The maximum number of letters is
eight.

The next field asks for your name.  Although any answer given in this
field will be accepted, you will probably find that is more convenient
to simply type in your name as you sign it on other office
correspondence. This is the name that will appear on all sales
reports. 

The third field is used to designate which format is to be used when
the date is shown.  The "1" default setting indicates that the date
will be displayed/printed in the most common format used in the 
United States (e.  g., month/day/year).  If you need to have the date
expressed in a different format, enter "0" in this field and you will
be shown a list of possible formats to use.  Use the DOWN arrow to
make your selection and then press enter to obtain the desired date
style to be used.

The fourth field, "Confirm," is asking if you would like to be given
the opportunity to confirm or verify each entry you make in every
field.  The default for this item is "N" for no.  If you change the
default to "Y," you must press enter after entering data into each
individual field.  If, when you first begin using this software
package, you would welcome the opportunity to double-check all of your
entries, you may want to change this default to "Y."


The fifth field, "Bell," normally relates to whether you wish to hear
a signal after making entries to certain essential fields.  However,
this feature is not in use at this time.  Therefore, whether the "Y"
or the "N" setting is selected is of no consequence.

The final field, "Level," is related to the amount of access the user
is to have.  There are three user levels, designated 1, 2 and 3.

note: There must be at least one level one user! If you don't have a 
      level 1 user there is no way to change the user levels or do  
      various reports and data maintenance chores. 

After answering all questions, press Enter and a screen asking for
your USER ID only will appear.  Type the correct USER ID (password)
in.  

The next screen will ask for information about how you wish the program
to operate.

SYSTEM SCREEN page1


   The first screen should be completed as follows:

   1.  Enter your company name as you wish it to appear on the invoices
       and reports. Once entered this remains in effect for the life of 
       the programs license.

   2.      Enter your company's street or mailing address that is to be
           printed on invoices and reports.

   3, 4, 5.  Enter the city, state, and zip code for your company.

   6.      Enter the telephone number (with area code) of your company.

   7.      Enter the number of months of sales/rental history you wish 
           to have the system compile and keep.  Normally, this would 
           be 12, 18 or 24 months.  However, if you have a small hard 
           disk you will want to set this for 3 to 4 months.  Old 
           records are removed when you run the END OF PERIOD functions 
           from the Utility menu.

   8.      Enter the number of months you want the system to maintain
           quotes.  The same considerations for space mentioned in item
           8 must be made in your decision of the number of months to 
           keep quotes.


   9.      Enter the ASCII Character that you wish to use to separate
           fields on an invoice.  NOTE:  The default shown (179) is a 
           graphics character and use of this particular character can 
           cause some printers to slow down dramatically when they 
           attempt to print it.  If this a problem for you, change the 
           separator to:

             SPACE   32 |            124 |           33

           This will assist your printer in printing much faster.

   10.     Enter the initial of the transaction that you will be
           performing most often in your business.

           For example, if most of your business is in Sales - enter 
           "S" if most of your business is in Labor - enter "L".

           If you leave this field blank you will be presented with a 
           list of choices.

           You must make an entry in this field in order to continue 
           with data entry on this screen.

   11.     Type in the last invoice number.  The program will
           automatically update as each invoice is prepared after the 
           initial number is entered in this field. The program will 
           use the next number for the next invoice printed.

   12.     Enter the amount of monthly interest that will be charged
           on any over due accounts.

   13.     Enter any special instruction to be printed on this
           invoice. This will only be activated in other areas of the 
           program if the answer is "Y" in this field. This allows up 
           to 5 lines of additional information to be printed on an 
           invoice.

   14.     Enter the maximum number of items that can be printed on an
           invoice, quote, or return form page.  The minimum number is 
           10 and the maximum number is 100.

   15.     Enter the maximum amount of detail you wish to display for
           each customer.  This amount should be enough to display 
           detail for each customer for one year.  The default of 120 
           is enough to show 5 invoices per month for a year. If this 
           is an insufficient amount, you may increase this number up 
           to a maximum of 240. Note: this only effects the number of 
           items displayed on the screen and does not represent any
           maximum that the system will store or process.

   16.     Enter the maximum number of quotes you wish to display for
           each customer.  This amount should be enough to display 
           detail for each customer for one year.  The minimum is 5. 
           If this is an insufficient amount, you may increase this 
           number up to a maximum of 100. Note: this only effects the
           number of items displayed on the screen and does not 
           represent any maximum that the system will store or process.



  You will then see page 2 of the System screen.

SYSTEM SCREEN page2

  If you wish to have your note pad information stored in a sub-
  directory other than the sub-directory that Sales Point uses enter 
  that path here. Likewise with the calendar and phone directory. This
  is useful if you have other MTO software and wish to keep all your 
  desk top utilities in one area.
  
  Next, enter the default messages to be printed on all your statements 
  Note: You may change any of these lines at the time you print the 
  statements.                                                
                                                                    
  Next, enter the name of the backup program you wish to use to backup 
  your data. If left blank Sales Point will use the DOS 'BACKUP.EXE' 
  program or 'MSBACKUP' which ever is on your system. Remember to 
  include the file extension in the backup program name. ie

  TAPE.EXE not TAPE
  BACKUP.BAT not BACKUP

  Also, the backup program must be in your DOS 'PATH' in your 
  'AUTOEXEC.BAT' file.

 
                                                     
SYSTEM SCREEN page3

(Note Not available in Lite version)
  1.       Order Entry - If you wish Sales Point to act as an Order
           Entry system enter a 'Y'. In order entry mode you place an
           order into the system then when the work is completed and 
           or shipped the invoice is generated. In POS mode all 
           invoices are printed at the time of entry.

  2.       Default Payment Type - This is the type of payment that you 
           receive most often. Enter a '0' to show a list of the 
           different types of payments supported. This helps speed up 
           data entry.

(Note Not available in Lite version)
  3.       Default Print Invoice Now - This option is only needed if 
           you answered 'Y' to the OE question above. In OE mode you 
           are given the option to print an invoice immediately after 
           the entry of the order, and thus act like a POS. If most of
           your sales are POS but you do some OE then answer 'Y'. If 
           most of your sales are OE and you do few or no POS then 
           answer 'N'. If all your sales are POS answer 'N' to the OE
           question above.
  
(Note Not available in Lite version)
  4.       Use Work Orders - Only needed if OE question is 'Y'. This
           turns on the work order features of Sales Point.

  5.       Allow Alpha as first charater in inventory numbers - Enter
           a 'Y' if you wish this option.
           Note: If you choose this option you will have to manually 
           change to the description index (ALT-I) to do searches on 
           descriptions!


(Note Not available in Lite version)
  6.       Use Work Orders - Only needed if OE question is 'Y'. This
           sets the last WO number that appears on all work order 
           forms.

  7.       Ask for Serial No on Invoice - If you need to record some or 
           all inventory item serial numbers answer 'Y'. In POS mode 
           the serial number is asked for when you enter the item in 
           the invoice. In OE mode the serial number is asked for when 
           the item is shipped.

(Note Not available in Lite version)
  8.       Allow Assemblies in Inventory - If you need to group several
           inventory items into one assembly of inventory items answer
           'Y'. This might be the case if you were to sell a stereo 
           system made up of several independent components. You could 
           sell the system (assembly) and each of the components would 
           be reduced from inventory. You may display some or all the 
           component parts on the invoice, and you may show the price of
           the components or not on the invoice.

  9.       Ask for Starting Balance - If this is 'Y' then you will be 
           asked to enter the starting cash balance each time you start 
           the program.

  10.      Ask for discounts on parts- If 'Y' you will be asked if you 
           wish to give a discount on the parts in the invoice. This is 
           separate from any discounts you give through the customer 
           type. (see below)

  11.      Use a Cash Drawer- If 'Y' a signal will be sent to the port
           indicated to open a computerized cash drawer.

           The program will send a series of CHR(0) to the indicated
           port. In most cases this will activate the cash drawer.
           Note it might be required to set the baud rate for the 
           serial port. This can be done with a MODE statement. Read
           your DOS manual and Cash drawer Doc's to find out how this 
           is done. 

  12.      Cash Drawer Port - Enter the port that the cash drawer will 
           connected to.

  13.      Allow Negative Inventory - Normally Sales Point does not 
           allow the inventory level to go negative. But this switch 
           allows it if you really really want it! Use with caution!
  14.      Use bar code reader - Set to 'Y' if your are going to be
           using a bar code reader to input part numbers. If set to
           YES you may scan bar code numbers into an invoice without
           using the keyboard.

  15.      Print bar codes to LPT - Set port to print bar codes to.
           It is suggested that you use a sepereate printer to print
           bar codes since this usually entails changing paper! Also,
           the bar code printing system included with Sales Point 
           only supports Epson FX or HP LaserJet compatible printers. 
           Results will very on the quality of the printer and of the 
           Bar Code reader!

  16.      Bar Code printer type - Enter 'E' for epson 'L' Laser Jet
  

TODAY SCREEN
  
 
  Enter the amount of money in your cash register(s) at the beginning 
  of the business day. This program is designed to keep track of cash 
  transactions automatically; however, you must enter a dollar amount
  before proceeding further to help in the cash out process at the end
  of each day. This function can be disabled in the system screen. 
  (See Above)  

  When all answers are completed, press ENTER.  Make one entry under 
  each of the following categories:   

TAXES

  Enter a code to indicate the default tax rate. This code can be 
  numbers or letters and should have some meaning to you and your 
  employees. 
  
  Then enter the percent tax to charge.
  
  Note: Additional codes can be entered from the SET UP under the 
  Utility Menu. 
  
  
LABOR RATES

  Enter a code to indicate the default Labor rate. This code can be 
  numbers or letters and should have some meaning to you and your 
  employees. 
  
  Then enter the dollar amount to charge, a description of the labor
  service, and the tax rate code to charge for this type labor.
  
  Note: Additional codes can be entered from the SET UP under the 
        Utility Menu. 
  

CUSTOMER TYPES

  Enter a code to indicate the default customer type. This code can be 
  numbers or letters and should have some meaning to you and your 
  employees. By defining multiple customer types you can have special 
  customers with discounts or corporate customers for which no tax is 
  charged. You may also flag a customer as risky then only Level 1 
  users may write invoices for that customer. You can allow some 
  customers credit and some no credit.
  
  Then enter a description of the customer type, the 

    Allow Credit - If 'Y' then customer can have a debit balance.

    Risk - If 'Y' only Level 1 users may service. 


    Tax -  If 'N' no tax will be charged ie Government, Out of state 
           etc.

    Discount - Enter the % discount offered to this customer group
               Charge Interest - If 'Y' Interest will be charged on 
               delinquent balances when statements are run.

    Warranty Provider - If 'Y' this Customer is actually a supplier that
                        will compensate you for warranty work done.

    Cost Plus - All inventory items are sold to this group at 
                cost + % indicated

    No Cost - No charge to these customers. perhaps used to transfer 
              stock!

  fields for this type customer.
  
  Note: You will probably want to enter the profile for your normal 
  customer now.
  
  Note: Additional codes for all above can be entered from the SET UP 
  under the Utility Menu. 


When all answers are completed, press ENTER.  The MAIN MENU now will
appear.  

Before accessing any other menu, users of this program should
select the 'Utilities Menu' then 'Setup' and enter any additional 
information regarding:
  the types of customer you will be establishing; 
  the tax rates that will apply to sales of inventory and labor; 
  and the rates you will charge for labor.
  also you might wish to set up shippers
  and create additional forms.

Remember you can press F1 key at any time to get help Also, you can 
press F1 while in help to get more general help. Press the F2 key to
get a list of currently active function keys.

(Note Not available in Lite version)
Differences Between OE and POS
Version 2.50 allows for the selection of Order Entry (OE) mode, which 
allows for delayed shipping or work completion before an order is 
completed. In POS (Point of Sale) mode all parts of the transaction 
are completed at the time of the sale. 

An example of POS would be a sale of an item(s) at the counter of a 
parts store. The order would be complete after the sale. In other 
words all parts of the transaction (order, transfer of merchandise/
service, payment) happen all at one time. 

An example of OE would be if a customer phoned in to order an item(s) 
from mail order house. The transaction would not be complete until the 
item was shipped and the payment processed. In other words different 
parts of the transaction (order, transfer of merchandise/service, 
payment) happen at different times. 

An example of a hybrid would be a parts business that does not stock 
all the items it might sell. So, a customer may need to order a part 
(OE) for later delivery or the item may be in stock so the customer 
may pick the item up and pay for it all at once (POS).

Another example of a hybrid would be a fabricater. For the most part 
he would take orders for later delivery of fabricated goods and labor 
(OE), but at times he may sell a part or some material immediatly 
(POS).

     
Note: If you need to disable checking of the configuration file start 
the program with the following:

    SALES /NOCHECK

If you run the program in this mode, be warned that your operating 
system must have at least 55 file handles available or the program 
might fail if you open too many files!


