SaleSmartz Manual | Quick reference

General
About |
| This chapter describes various quick steps to help you perform common tasks. It can be used as a quick and easy way to learn how the application works or as a reminder of commonly used actions. The chapter "Concepts", describes most of the terms used in the following examples. Refer to the chapters listed at the end of each section to get more detailed descriptions and also to see the other features available in SaleSmartz. |
Make a Price List
About |
| A Price List is used to store your Product information and pricing. Several Price Lists (perhaps for each supplier) can be used by SaleSmartz at the same time. |
Process |
| 1) Select "New..." in the "File" menu to show the "New document" dialogue. 2) Choose the "Price List" option and click "OK". 3) Name and save the new Price List. 4) Install Products in a Price List by doing one of the following: a) Selecting the "Import..." menu item to import Products from a text file, e.g. export of your Price List from a spreadsheet program (see chapter 17 "Importing Data"). b) Selecting "New Product" in the "Edit" menu, type the new Product’s code in the dialogue window and click "OK". Enter the Product's information in the fields in the new Product window and save. (See chapter "Price List") |
Make a Catalogue
About |
| Catalogues are used if you wish to group and show your products graphically. Only copies of products appear in a Catalogue. Price Lists are needed to store the original Products. |
Process |
| 1) Select "New..." in the "File" menu to show the "New document" dialogue. 2) Choose the "Catalogue" option and click "OK" to open the new Catalogue window. 3) The first page of the Catalogue is the contents. Pages can be added by selecting "New section" in the "Edit" menu and then viewed using the page switcher in the top left of the window. If "New section" is not visible, deselect any icons which you may have selected first. 4) Drag (or Copy/Paste) items from a Price List on to pages in the Catalogue. 5) Name and save the new Catalogue. (See Chapter "Catalogue") |
Make a Print Template
About |
| Print Templates are used to define the printed appearance of Quotes/Invoices and Catalogues. |
Process |
| 1) Select "New..." in the "File" menu to show the "New document" dialogue. 2) Choose the "Print Template" option and click "OK" to open the new Print Template window. A Print Template consists of one or many "blocks". A default block is made automatically for the Quote/Invoice or Catalogue columns near the middle of the window. The size, border, content and font attributes can be changed for each block using menus. 3) Add new blocks of customised text to the Print Template by selecting "New template block" in the "Edit" menu, e.g. these could be the address or phone number of the Contact. Preset text (enclosed in «») will be replaced at the time of printing with the related information from the Contact/Quote or Invoice. 4) Change the content of these new blocks by double clicking on the block and defining it using the dialogue. 5) Resize blocks by first clicking to select them, then dragging the black corners to the required size. 6) Name and save the new Print Template. (See chapter "Print Template") |
Make a Contact (Customer)
About |
| Contacts are files which store information about a Company and/or People. Contact information and history can be recorded in each file. |
Process |
| 1) Select "New..." in the "File" menu to show the "New document" dialogue. 2) The dialogue will open with the Contact option already chosen, so click "OK" and the new Contact window will open. 3) Additional people can be added to a Contact by selecting "New address" in the popup menu to the right of the "Last name" field. 4) Enter data into the Address fields, and save. 5) The new contact can be saved by selecting "Save" in the "File" menu. You will be presented with a dialogue which will allow you to save the new contact as a single file, or a Contact Group (many Contacts in a single file). The latter is recommended if you have a large number of Contacts i.e. more than 500. (See chapter"Contact") Contacts can also be imported from other applications (see chapter "Importing Data"). |
Make a Quote
About |
| Use a Quote to provide a Customer with details of pricing for selected products. |
Process |
| 1) To make a Quote, select a Contact and open its window by doing one of the following: a) Selecting "Show Contacts" in the "Windows" menu to show the Contact List and double click on a Contact line. b) Opening one of the Contact files on the disk. c) Creating a Contact if necessary (See Make a Contact (Customer) section in this chapter). 2) Once the Contact file is open, click on the "History" icon to the left of its window to show the "History" mode. 3) If not already selected, select the Contact History field by clicking in it. It will then appear with an extra line around it. 4) Select "New object" in the "Edit" menu. If a dialogue appears for the new object, click on the Quote icon. A new Quote will be created and selected in the Contact History field. 5) Products can be installed in the Quote by dragging (or Copying/Pasting) items from a Price List or a Catalogue. 6) If there is no Print Template selected, one can be chosen (or changed later) by selecting from the list of templates beside the "Choose template" menu item in the "File" menu. 7) Choose "Print..." in the "File" menu to print out the new Quote, or "Print preview" to see the quote before printing. (See chapter "Quote", chapter "Price List" and chapter "Catalogue") |
Make a To Do Memo
About |
| A To Do Memo is a quick note which can be used simply as a reminder or for more advanced scheduling. |
Process |
| 1) Type -T(Mac)/Ctrl-T(PC) or select "New To Do Memo" in the "To Do" menu. 2) Type a message into the new To Do window. 3) Click on the lever at the top right of the window to show more function buttons. 4) Click on the info button to change the due date and other related information. 5) "Hot links" to other information such as Contacts and Products can be created on a memo by dragging icons of these items onto the memo. 6) View To Do memos in the To Do List, Month, Week or Day windows, opened from the "To Do" menu. (See chapter "Time Manager (Calendar)") |

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