Preparing the Program for Your Use

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To prepare the program for your use, do the following:

1. Delete Practice Files.  When you're finished working with the practice files, they can be deleted.  To delete them, select HELP and NEW USERS: REMOVE PRACTICE FILES.  This will delete the first eight (8) purchase orders, the first four (4) products and the first eight (8) vendors.  These are all sample files that come with the program.  Double check to make sure this doesn't delete any data that you need.  Click on "Start Removal Process" to delete the information.

2. Set-up the Program for Your Business.  Go into Basic Set-up (select FILE and BASIC PROGRAM SET-UP & PREFERENCES from the Menu Bar) and enter your company name, address and the other basic information used by the program.  All the information is saved to a file, and once it's entered, you don't have to worry about it again.

The following are all optional steps, depending on how much you plan to use the program and what features you'll use.

3. Type-in two or three Regular Vendors. Go into Vendor Information (select OTHER TASKS and VENDOR INFORMATION from the Menu Bar). If you haven't already, delete the sample vendors that come with the program (by selecting DELETE THIS VENDOR from the EDIT Menu).  Type in the names and addresses of two or three of your regular vendors.  You can add to the list as time goes on. (You can skip this if you don't have regular vendors--or if you plan to use the program only on an occasional basis.)

4. Enter Products. Go into Stock Ordering Database (select STOCK TOOLS and STOCK ORDERING AND PRODUCT INFORMATION DATABASE from the Menu Bar).  If you haven't already, delete the sample products that come with the program (by selecting DELETE THIS ITEM from the EDIT Menu). Enter your own products, assigning each a catalog number. This will enable you to click on a list of items and the catalog number, item name and price will all be entered automatically, saving you typing time.

You can skip making any entries on the Stock Ordering Database Screen if you don't plan to use the pop-up lists.