COMPANY SETUP

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COMPANY SETUP Powered By Docstoc
					          OneSource Company Setup & Preferences

The Company Setup & Preferences form in OneSource provides a way to configure
numerous default settings and preferences for the OneSource system.

To make changes to any of your OneSource system preference, select Company
Setup & Preferences from the Tools menu.

1. COMPANY SETUP Tab
     a. On this tab you will fill in all the address and phone information for your
        company. This is used on various forms and documents throughout
        OneSource.
     b. Use Logo- if you choose to use your company logo on forms such as Sales
        Orders, Invoices, Purchase Orders, etc. You may do so by placing a JPEG
        file named “Logo.jpg” in the same file directory as your Onesource.mdb.
        Typically C:\Program Files\OneSource\Data.
     c. Once your logo is placed in the correct file directory you will be able to
        view it in the preview window.
     d. Logo Alignment- you will need to select how you would like your logo to
        display on your forms.

2. RECORD NUMBERING tab
     a. Customer/Supplier Numbering. Allows you to select to choose your
        own numbering by selecting the None, or have the system number them
        Sequentially by selecting that option.
     b. Sales/Invoice Numbering
             1. None-Allows you to create your own numbers.
             2. Sequential-Allows the system to select the next number each
                 time a new order is created.
             3. Date Sequence-Allows you to have the invoices created with a
                 different number each day, adding a -1,-2,etc. to the end of each
                 invoice for that date. (Example 2040407-05 for April 7, 2004)
             4. Prefix- gives you the option to select a prefix at the beginning of
                 the numbering sequence. (Example I2040407-05)
             5. Use Sales Order # for Invoice- By checking this option when
                 creating a Invoice from a Sales Order, the Invoice number will
                 be the same number as the Sales Order.
             6. Use Invoice Prefix When Creating an Invoice from a Sales
                 Order- By checking this option the Invoice prefix listed will be
                 added to the front of the Sales Order number when selecting the
                 Use Sales Order # for Invoice option.

       c. Purchase Order Numbering
              1. None-Allows you to create your own numbers.



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                2. Sequential-Allows the system to select the next number each
                   time a new order is created.
                3. Date Sequence-Allows you to have the invoices created with a
                   different number each day, adding a -1,-2,etc. to the end of each
                   invoice for that date. (Example 2040407-05 for April 7, 2004)
                4. Prefix, gives you the option to select a prefix at the beginning of
                   the numbering sequence. (Example P2040407-05)


       d. Edit System ID’s
               1. If you have selected to use the Sequential Numbering, Clicking
                   on this button will allow you to select the starting numbers for
                   your forms.

3. DROP DOWN LISTS tab
     a. Type of payment. You may choose to use the payment types already
        entered, or click on the red X to delete those you do not want. You may
        also add new payments types in the empty boxes at the bottom. This will
        populate the dropdown menus for various payment options.
              1. The Auto Deposit check box is very important if you wish to
                  have the ability to have your Receivable Payments show up on
                  your deposit slip. This eliminates the need to retype the payment
                  information on the deposit slip.
              2. The Hide on Deposit Slip box allows you to receive the payment
                  type in the Receivables, but not show it on the deposit slip.

       b. Sales Tax Rates. You will need to fill in these if you are going to be
          charging/paying sales taxes. This will populate the dropdown menus for
          the tax options.
       c. Source of Order. Filling in these boxes will populate the dropdown
          menu in the ORDER SOURCE box found on the order forms.
       d. Shipped Via. Filling in these boxes will populate the dropdown menu in
          the SHIPPED VIA box found on the order forms.
       e. View / Edit All Lists. Clicking this button allows you to manage other
          drop down lists throughout OneSource.
                1. By selecting the table you wish to edit from the drop down and
                    clicking the Display Table button you will ten be able to edit
                    various lists found in OneSource.




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4. CUSTOMERS tab
     a. New Customer Defaults. This allows you to fill in the information most
        commonly used when you are adding a new customer to OneSource. By
        filling in this information the boxes will automatically be populated with
        this information when you open the form. You may always choose other
        options when adding the new customers, but this should save you time.

5. SUPPLIERS tab
     a. New Supplier Defaults. This allows you to fill in the information most
        commonly used when you are adding a new supplier to OneSource. By
        filling in this information the boxes will automatically be populated with
        this information when you open the form. You may always choose other
        options when adding the new suppliers, but this should save you time.

6. SALES/INVOICING (1) tab
     a. Common Settings (Quotes, Sales Orders & Invoices)
            1. Default Bill To Search By- Allows you to set the Bill To
               searching on orders to search by Company Name, Last Name
               (this is the Last name of the Primary Contact) or Customer
               Number.
            2. Default Ship To Search Values- Allows you to select to Show
               All customers or only those Associated with Bill To address on
               the various order forms. This option can save you time
               eliminating the need to sort through all customers in the ship to
               address box.
            3. Default Type of Line Items- You will want to select the type of
               Orders you will be using most often. The type you pick will
               affect the way the line items are displayed. I suggest that you
               refer to your QuickStart guide or your Training CD to view the
               various types of orders and their functionality to determine which
               will best suit your needs.
            4. Default Item Search By- This option allows you to choose how
               your inventory items will be displayed on the inventory line item
               drop down menu on the various order forms.
            5. Default Sales Info Display- On the left hand side of the sales
               forms you have the option of viewing the Inventory, Commission
               info, or Customer Credit by clicking on them. You may set it to
               default upon opening the sales form to the option selected.
            6. Automatically place customers on credit hold when they
               exceed their credit limit By checking this option based on the
               credit limit you have entered on the Customers & Prospects
               form, Pricing Defaults tab, the customers will automatically be
               placed on a credit hold when they exceed this limit. (Selecting
               these options may decrease the speed of accessing data)




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7. Automatically place customers on credit hold when they
    exceed their credit days- By checking this option based on the
    credit days you have entered on the Customers & Prospects form,
    Pricing Defaults tab, the customers will automatically be placed
    on a credit hold when they exceed the number of days. (Selecting
    these options may decrease the speed of accessing data)
8. Auto Pop-Up Customer General Notes- By checking this
    option, a pop-up box will appear if there are notes on the General
    Notes area found on the Notes tab of the Customer & Prospects
    form each time a Sales Order is created. This option is based on
    the Bill to customer selected on the sales order.
9. Use Fast Order Entry. This option will allow you to only have
    to tab through the first row of boxes on an order when using the
    Product Detail type of order. You may still edit line 2 and 3, but
    it will automatically skip to the next line item once finished with
    the first line.
10. Auto Fill Ship Qty With Order Qty. By selecting this option
    the Ship Qty box will automatically fill in with the Order Qty on
    all sales forms. If you always fill the ship quantity when creating
    an order this option will save you time by filling it in for you and
    moving to the next box.
11. Pop Down Category Box on item detail- By selecting this
    option a category drop down box will appear prior to selecting
    your inventory item on the order. By selecting the category only
    the items pertaining to this category will appear on the inventory
    item dropdown menu. If you are using categories for your
    inventory items, this option will save you time by limiting the
    number of items to select from.
12. Mark all Transactions as “To Print” when created- By
    selecting this option all orders will be marked To Print in the
    upper left hand corner of the order in the Print Info box. One of
    the options on the Print Dialog box allows you to print all orders
    which are marked to print. This allows you to create several
    orders and then print all of them when you have completed the
    last one by selecting the print all orders which are marked To
    Print option from the Print Dialog Box menu.
13. Other Charges Taxable- By selecting this option amounts
    placed in the Other Charges box at the bottom of the Order form
    will be included when taxes are calculated.
14. Freight Taxable- By selecting this option amounts placed in the
    Freight box at the bottom of the Order form will be included
    when taxes are calculated.




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                15. Number of Decimal places – for Quantity fields- This box
                    determines the number of decimal places allowed in the quantity
                    fields on all sales forms. If you only use whole numbers you
                    would put a 0 in this box. If you sell items which need to be
                    broken down further place the number of decimal places needed.
                16. Number of Decimal places – for Price fields- This box
                    determines the number of decimal places allowed in the pricing
                    fields on all sales forms. You will want to enter 2 or more for
                    this field based on how far you want to be able to break down
                    your prices.
                17. Lock Order Date field- By selecting this option the order date
                    which is automatically filled in based on the date the order is
                    created is locked and can not be changed.
                18. Lock Salesman field- By selecting this option the Salesman
                    Box which is automatically filled in based on the Salesman setup
                    in the customer & prospects form pricing defaults tab, is locked
                    and can not be changed.
                19. Restrict Tax Exempt Sales (available for tax-exempt
                    customers only).

7. SALES/INVOICEING (2) tab
     a. Unique Quotation Settings-
            1. Default Quote/Estimate Title- Allows you to select the header
                title you wish to use on your forms. You may select Quote or
                Estimate from the drop down menu and each time the form is
                displayed this title will appear.
            2. Auto-Fill Ship Qty with Qty Ordered Quote to Sales Order
                Conversion- By selecting this option when creating a Sales
                Order from a Quote the Shipped Qty box will be populated with
                the Order Qty amount.
            3. Automatically Expire Quote in _____ days- By selecting this
                option, the system will place a date in the upper right hand corner
                Expiration box of the Quote/Estimate based on the number of
                days filled in.
     b. Unique Sales Order Settings-
            1. Enable Back Ordering- By selecting this option each time the
                quantity ordered is more than the quantity in stock a popup will
                appear advising asking you if you wish to back order the
                difference.
            2. Warn if item is out of stock- By selecting this option each time
                an item is selected on a Sales Order and the quantity in stock is
                less than the quantity ordered, an Out of Stock warning popup
                box will appear.




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        3. Prompt user before re-crediting inventory- If this is selected
           each time an item is deleted from a sales order or the quantity is
           decreased on a sales order you will get a popup asking you if you
           wish to re-credit the inventory. If this is not selected the
           inventory is automatically re-credited. If you are tracking your
           inventory allowing users to determine if the item needs to be re-
           credited or not can throw off your inventory if they do not select
           the correct choice.
        4. Check for duplicate Customer Order # on Sales Order. If
           you have customers sending you faxes or emails with orders, and
           use the customers order number on the Sales Order this option
           will elevate duplicate sales orders for the same customer order.
           If you try to create a Sales Order using the same customer order
           # a popup will appear stating Duplicate Customer Order # exists
           asking you if you wish to continue.
        5. Ship by default on Sales Orders- By selecting this option the
           Ship box will automatically be marked to ship when Sales Order
           is created.
        6. Auto-Fill Ship Date when converting from Sales Order to
           Invoice- By selecting this option the Ship Date in the upper left
           hand corner of the sales order is automatically filled in when
           creating Invoice from Sales Order. If this date is not filled in on
           the sales order the item will show as unshipped on various forms
           and reports. If you do not select this option a popup box will
           appear when creating an Invoice asking you if you wish to mark
           the item as shipped which will then fill in the date.
        7. Number of days of Automated Sales Order History- When
           using the Automated Sales Order form from the Sales menu, you
           must have a figure in this box in order to pull the back Invoice
           history. Depending on the number of days entered may effect
           the speed at which this form populates the past Invoice data.

c. Unique Invoice Settings-
       1. Force Back Order Creation before converting from S.O. to
           Invoice. By selecting this option a Back Order will be created
           when converting a Sales Order to an Invoice each time the Back
           Order field on the line item contains a quantity.
       2. Warn if user tries to create an Invoice without first creating a
           Sales Order. By selecting this option if an Invoice is created
           without first creating a Sales Order you will get a popup
           warning. This option will help keep your inventory figures
           correct, as the Invoice does not affect the inventory. Only the
           Sales Order actually depletes your inventory.




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8. INVENTORY tab
      a. Perpetual Inventory- If you are planning on tracking your inventory you
         will need to make sure that the Perpetual Inventory switch is set to YES.
         If you will not be tracking your inventory you will need to set the switch
         to NO.
      b. Inventory Categories- If you are planning on setting up your inventory
         using Categories you will need to make sure that the Inventory Categories
         switch is set to YES. If not set the switch to NO.
      c. Barcode- If you will be using Bar-coding for your inventory you will need
         to set the Bar-coding switch to YES. If not set the switch to NO.
      d. Inventory Costing-
               1. Weighted Average- By selecting this option each time you
                    receive inventory on your purchase orders the cost is averaged
                    across all items contained on the In Stock tab for that item as a
                    weighted average. This allows you to keep a consistent cost of
                    your items.
               2. FIFO- This stands for First In First Out. By selecting this option
                    when an item is entered on an order it will automatically select
                    the First item received to place on the order. Thus giving them
                    the cost of the first item.
               3. LIFO- This stands for Last In First Out. By selecting this option
                    when an item is entered on an order it will automatically select
                    the Last item received to place on the order. Thus giving them
                    the cost of the Last item.

       e. Inventory Categories- This area allows you to add and delete categories
          used when setting up your inventory. To delete click on the red “X”, to
          add fill in the empty box at the bottom. When adding new categories a
          new empty box will appear after each entry. The Categories will appear
          on the Details tab of the Inventory Management form.
       f. Inventory Sub Categories- This area allows you to add and delete sub
          categories used when setting up your inventory. To delete click on the red
          “X”, to add fill in the empty box at the bottom. When adding new sub
          categories a new empty box will appear after each entry. The Sub
          Categories will appear on the Details tab of the Inventory Management
          form.
       g. Inventory Search By- By selecting the one of the options Search by
          Description, Item #, or Barcode in the Quick Find window of the
          inventory management form. The Quick Find drop down menu on the
          Inventory Management screen will show the selected search by as the first
          field.
       h. Turn on Inventory changes audit log (may cause decreased
          performance). By selecting this option you may run a report of all
          inventory changes (credits and debits). This may assist you in finding out
          where your inventory went off. It does however have to write to several
          tables causing decreased performance.



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i. Decimal Places
        1. Quantity- This box determines the number of decimal places
             allowed in the quantity fields on the Inventory Management
             form. If you only use whole numbers you would put a 0 in this
             box. If you sell items which need to be broken down further
             place the number of decimal places needed.
        2. Prices- This box determines the number of decimal places
             allowed in the pricing fields on the Inventory Management form.
             You will want to enter 2 or more for this field based on how far
             you want to be able to break down your prices.
j. New Inventory Defaults. When adding new inventory items to you
   database there are lots of areas to fill out. This option allows you to select
   default settings which will automatically populate the form. You will
   want to fill out the most commonly used options. You may always change
   them when adding a new item, but this will save you time and eliminate
   mistakes. You may select as many options as apply.
        1. Inventory Class- If most of your items are stock items you will
             want to select Stock from the drop down menu, etc.
        2. Taxable- If you charge tax on the majority of your orders then
             you will want to check this box. If the majority of your items are
             not taxable you will not want to fill out this box, but instead
             check it on the items which are taxable as you add them.

         3. Multi-Warehouse –If most of your inventory is housed in
            several different warehouses you would want to check this box.
            As you receive the inventory in stock you will need to select
            which warehouse you are receiving the inventory into. As you
            are selling items on sales orders it will ask you which warehouse
            you wish to sell it from as well.
         4. Style/Color- If most of your inventory items contain a Style or
            Color you will want to select this option. As you receive the
            inventory on your purchase orders you will need to fill in the
            Style/Color information on the PO to be transferred to the
            Inventory form. As you are selling items on sales orders it will
            ask you which Style/Color you wish to use.
         5. Serialized- If the majority of your inventory contain Serial
            numbers you will want to select this option. As you receive the
            inventory on your purchase orders you will receive a popup
            asking you to enter the serial numbers. As you are selling items
            on sales orders it will ask you which Style/Color you wish to sell
            as well.
         6. Matrix-Pricing- If you plan on using Matrix-Pricing for the
            majority of the inventory items you will be entering, you will
            want to select this option. If your items are Matrix-Pricing you
            will want to go to the financial tab once the item is entered and
            fill-in our Matrix-Pricing info.



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             7. Assembly- If the majority of your items will be assembled items
                 you will want to select this option. Selecting only the Assembly
                 option indicates that the item is not editable.
             8. Editable Assembly- If the majority of your items are Editable
                 Assembly items you will want to check this box. If you are
                 choosing the editable assembly option you MUST check the
                 assembly option also.
             9. Special Order- If the majority of your inventory items are
                 ordered at the time the Sales Order is created and not kept on
                 hand, you will want to check this option. This option allows you
                 to create purchase orders from the sales orders for the special
                 order items.
9. PURCHASE ORDERS tab
     a. Purchase Order Display- Allows you to select how you wish to view the
        inventory items on the drop down menu of the purchase order.
             1. Manufacturer Item Number- Displays by the Supplier Item
                 number from the Suppliers tab of the inventory management
                 form.
             2. OUR Item Number- Displays the items by the Item number in
                 the upper right hand corner of the Inventory Management form.
             3. Description- Displays the items by the Description on the
                 Details tab of the Inventory Management form.
             4. Barcode- Displays the item from the Barcode number on the
                 Details tab of the Inventory Management form.

       b. Default PO Ship To- By selecting an address from the drop down menu,
          the address selected will by default automatically be filled in the Ship To
          address field each time a purchase order is created. You can always
          change this address if necessary.
       c. Default PO Bill To- By selecting an address from the drop down menu,
          the address selected will by default automatically be filled in the Bill To
          address field each time a purchase order is created. You can always
          change this address if necessary.
       d. Add Shipping Location-Clicking on the Add Shipping Location button
          will take you to the Shipping Location (Warehouse) form. On this form
          you will add all the shipping locations which may be used on Purchase
          Orders. Be sure and fill in the correct Address type. Use Bill To if you
          will only be billing this location and Ship To if you will only be shipping
          to this location. Otherwise if you will be both Billing and Shipping to the
          location fill in Both.
       e. Purchase Order Items- Allows you to select which inventory items will
          show up in the item # drop down menu.
                1. Show All Items- Allows you to see all inventory items currently
                     set-up in your database.
                2. Show Supplier Items Only- Allows you to only view the items
                     associated with the Supplier listed on the Purchase Order.



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       f. Use Fast Purchase Order Entry- This option will allow you to only have
          to tab through the first row of boxes on an order. You may still edit line 2,
          but it will automatically skip to the next line item once finished with the
          first line.
       g. Auto-fill empty bill-to or ship-to- This option can save you time by
          filling in the Bill to and Ship to with the default locations you have entered
          on this tab.
       h. Default FOB (freight on board) - You may enter a default location in
          which your freight/shipping charges will be assessed from. This option
          will populate the FOB box located on the Purchase Order.

10. GENERAL LEDGER tab
      a. General Ledger Switch- If you will be using the general ledger in
         OneSource you will need to make sure that the General Ledger switch is
         in the YES position. Clicking on the switch will change from YES to NO.
      b. Open Chart of Accounts- Clicking this button will take you to the Chart
         of Accounts form. From there you may add/change information.
      c. Choose accounts by- Allows you to choose the General Ledger accounts
         on your orders by Name or Number. In other words you may select the
         name Sales versus 400.
      d. GL Post Date- Allows you to select how you would like your transactions
         posted to the General Ledger.
               1. Always Use Today- Will post your transactions with the date
                  you post them.
               2. Use Transaction Date- Will post them with the date of the
                  transaction. This is a more popular option, as it is easier to find
                  the posted transactions on reports, etc. as you will know what
                  date range to check.

       e. GL Combo Boxes-
              1. Sort Alphabetically- This allows you to sort the accounts
                 Alphabetically by name even when you select to view by
                 number.
              2. Sort by Account Number- This allows you to sort by Account
                 Number numerically.

       f. Inventory- Setting the default Inventory accounts will automatically
          populate the Sales, Inventory, and Cost of Goods accounts on the
          Financial tab of the inventory management form each time a new
          inventory item is added.
               1. Sales: Should be a Revenue Account
               2. Inventory: Should be a Asset Account
               3. Cost of Goods: Should be a Cost of Goods Account




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       g. Sales Order- Setting the default Sales accounts will automatically
          populate the following accounts on Sales Orders, and Invoices.
               1. Accts Receivable: Should be a Asset Account
               2. Freight: Should be a Revenue Account
               3. Other: Should be a Revenue Account
               4. Tax 1: Should be a Liabilities Account
               5. Tax 2: Should be a Liabilities Account
               6. Discounts: Should be a Revenue Offset Account, as it will
                   subtract from Sales/Revenue
       h. Sales Credit Memo- Setting the default Account will automatically
          populate the Sales account on the Credit Memo.
               1. Account: Should be a Revenue Offset Account, as it will
                   subtract from Sales/Revenue
       i. Supplier Credit Memo/RMA-
               1. Account: Should be a Liabilities Offset Account, as it will
                   subtract from Liabilities/Accounts Payable
       j. Purchase Order-
               1. Accts Payable: Should be a Liabilities Account
               2. Freight: Should be a Expense Account
               3. Other: Should be a Liabilities Account
               4. Tax 1: Should be a Expense Account
               5. Tax 2: Should be a Expense Account
               6. Discounts: Should be a Liabilities Offset Account, as it will
                   subtract from Liabilities/Accounts Payable

       k. Undeposited Funds- Setting a default Un-deposited funds account will
          automatically populate the Deposit To Acct field on the Receive Payments
          form. If you would like to have the ability to transfer the receivable
          payment information to the deposit form automatically you will want to
          set up this account.
                1. Account: Should be a Asset Account

11. BANKING/FINANCIAL tab
      a. Bank Account Transaction Types- You may choose to use the Bank
         Account Transaction types already entered, or click on the red X to delete
         those you do not want. You may also add new Bank Account Transaction
         types in the empty boxes at the bottom. This will populate the dropdown
         on the CheckWriter Adjustment form.




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       b. Default Bank Account- A list of Bank Accounts entered using the
          Banking menu Bank Accounts option will appear in the drop down menu.
          If no accounts appear on the drop down menu, click on the magnifying
          glass to be taken to the Bank Accounts tab of the checkwriter form to enter
          a new Bank Account. By entering a default account, each time you enter a
          form containing a bank account the default account will appear first. You
          may always change accounts by selecting a different account from the
          various drop down menus.

       c. Default Credit Card- A list of Credit Cards entered using the Banking
          menu Credit Cards option will appear in the drop down menu. If no
          accounts appear on the drop down menu, click on the magnifying glass to
          be taken to the Credit Card form to enter a new Credit Card. By entering a
          default account, each time you enter a form containing a credit card the
          default account will appear first. You may always change accounts by
          selecting a different account from the various drop down menus.

       d. Track Undeposited Checks- By checking this option, filling in a
          Undeposited funds GL account on the GL tab and checking the Auto
          deposit options of the terms of payment on the Drop Down lists. You will
          be able to track your undeposited checks from the receive payments form
          to the deposit form.

       e. Automatically Create Check Stub for Bill Payment. By selecting this
          option a check stub will be created each time a bill is paid with a check.
          The stub will reflect the information from the Bill, i.e. Invoice, Purchase
          Order etc. If you do not select this option you may create your own check
          stub from the checkwriter form.

12. PAYROLL tab
      a. Payroll System- You have the option of using the payroll system add on
         software, allowing you to import the payroll data to OneSource.

               1. Integrate OneSource with optional Pensoft Payroll
                   application- You will need to select this option if you are
                   planning on using the Optional Pensoft Payroll software add on.
               2. None- Select this option if you will not be using the Pensoft
                   Payroll software.
13. MESSAGES tab
      a. Invoice Messages- You can choose to fill in the empty boxes with
         messages which will print at the bottom of the Invoice. Depending on the
         number of copies printed. OneSource gives you the ability to print up to 5
         different messages.
               1. Copy #1- On the first copy printed the message in the box will
                   be printed at the bottom.




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         2. Copy #2- When printing 2 copies the first copy will print the
              message in copy #1 box and the second copy will print the
              message in copy #2 box.
         3. Copy #3- When printing 3 copies the first copy will print the
              message in copy #1 box, the second copy will print the message
              in copy #2 box and the third copy will print the message in copy
              #3 box, etc.
b. Packing Slip Messages- You can choose to fill in the empty boxes with
   messages which will print at the bottom of the Packing Slip. Depending
   on the number of copies printed. OneSource gives you the ability to print
   up to 4 different messages.
         1. Copy #1- On the first copy printed the message in the box will
              be printed at the bottom.
         2. Copy #2- When printing 2 copies the first copy will print the
              message in copy #1 box and the second copy will print the
              message in copy #2 box.
         3. Copy #3- When printing 3 copies the first copy will print the
              message in copy #1 box, the second copy will print the message
              in copy #2 box and the third copy will print the message in copy
              #3 box, etc.
c. Purchase Order Messages- You can choose to fill in the empty boxes
   with messages which will print at the bottom of the Purchase Order.
   Depending on the number of copies printed. OneSource gives you the
   ability to print up to 5 different messages.
         1. Copy #1- On the first copy printed the message in the box will
              be printed at the bottom.
         2. Copy #2- When printing 2 copies the first copy will print the
              message in copy #1 box and the second copy will print the
              message in copy #2 box.
         3. Copy #3- When printing 3 copies the first copy will print the
              message in copy #1 box, the second copy will print the message
              in copy #2 box and the third copy will print the message in copy
              #3 box, etc.

d. Report Messages (Appear at the bottom of printed reports)- You may
   choose to enter any message you would like printed at the bottom you
   your reports to be viewed by your customers. An example on a
   Quote/Estimate “We look forward to serving you!”.
         1. Quote
         2. Sales Order
         3. Invoice
         4. Purchase Order




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14. REPORTS tab
      a. Custom Report Database Location- You will want to enter the path to
         the Custom Reports database location which contains your custom reports.
         Typically this is located in the same directory as your company data file.
         You may use the magnifying glass to browse to the location to get the
         exact path name.
      b. Custom Reports- A list of all reports found in the Custom Reports
         database will appear in the white boxes.
      c. Refresh Report List- When new reports are added to the Custom Reports
         database click on the Refresh Report List to update the list with the new
         reports.
      d. Out of Buying Pattern-Exception Report Criteria-
               1. Minimum # Sales to Establish Pattern-
               2. Minimum Standard Deviation from Pattern-

15. CUSTOM BUTTONS tab
      a. This form allows you to add custom buttons to the Customers, Jobs and
         Sales Order forms by filling out the fields in the appropriate boxes. This
         requires experience creating button functions.
               1. Form- This lists the form the custom button is located on.
               2. Button Text- This lists the text located on the button.
               3. Action- This is the code used to perform the action.
16. GLOBAL tab
      a. Maximize form on Startup- If this is selected the form will fill the whole
         screen. If this is not checked the forms will open smaller allowing you to
         view multiple forms at the same time.
      b. eCommerce Database Path- This should only be filled out if you have
         the e-commerce package installed on your server.
      c. Link one of more tables to a multi-company data file- If in addition to
         your main company data file, you have a shared data file to be used by
         multiple companies you will want to check this box to allow for linking
         both data files to OneSource at the same time.
      d. EDI Flat File Path- If you use EDI transmission software this is where
         you will need to enter the path to the file system directory. If you do not
         use Electronic Data Interchange software, ignore this control.
      e. Various Document Management Paths- This lets you specify the root
         folder for external documents such as Microsoft Word, Excel, etc.
      f. MapPoint Program Path- This lets you specify the location of the
         executable program of Map Point or Streets and Trips used for the Routing
         functionality of OneSource.
      g. Prompt To Create Contact Specific Document Folder- This allows you
         to determine whether you want OneSource to prompt to create a unique
         folder for each Contact or have all Contact documents reside in the
         customer document management folder.




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h. Default Keyboard/Function Key and Menu Layout- This allows you to
   specify the short-cut/function keys and menu layouts assigned to various
   OneSource functionality.
         1. Layout 1- New updated function keys and menus.
         2. Layout 2- Original function keys and menu.




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