There are many user definable
options for user preferences.
There are several options for
progam operating verification.
Options for program display style.
Options for program operating style.
Options are found in the task list
on the Internal option, main menu.
|Screen shot. [Colors, fonts, text and Icons, User configurable].|
The space bar will change the options, and in some case there are more than two.
|This selects the default display screen
in the product list, as shown at sales,
||Sales, view cost ?
||On any sales transaction, the cost will
be visible on screen, or not.
||Sales, enforce maximum discount ?
||On any sales transaction, the maximum
discount set on the stock card will override any discount
the operator tries to give.
||Sales, prevent sales if no stock ?
||Can a sales transaction remove from
inventory more items than there are in stock ? If set to
no, this option allows sales into minus quantity, the
value going to a stock variance account, which will be
credited when the items are brought into stock later. If
the cost is different, the stock variance account will
retain the difference. For proper gross profit
interpretation, the stock variance account should be
brought into account, as later purchases are usually
higher in cost than the cost debited to cost of goods
sold, i.e. the old cost on the stock card.
||Sales, after consumable purchase ?
||This package allows consumable sales, or
bought-outs, which are allocated to general ledger
accounts, not to inventory. If so, this option will ask
you after entering the purchase, if you immediately want
to make a sales invoice, and will transfer the cost of
the purchase to the invoice, marking up with the standard
markup to set a selling price.
||Sales, show `minus stock` ?
||The words `minus stock` can appear on the
screen of the transaction line item that is sold, leaving
a negative inventory quantity.
||Purchases, amend sales price ?
||While making purchases, the transaction
can be set to update the selling price on the stock card,
at the same time.
||Purchases, line cost, each or total ?
||While making purchases, you might find it
easier to enter the line total, and not the individual
unit price, off the supplier`s invoice. The program will
calculate the individual unit price. This depends on the
configuration of your supplier`s document.
||Purchases, check value ?
||If yes, on starting to enter a purchase,
you are asked for the total of the supplier document. On
completion, the total will be checked against this
figure, and if different, will warn you that your entry
||Purchases, markup sales from nett or
||On the purchasing screen, you can allow
the sales price to be adjusted off the nett cost price to
you, the default, or off the gross price before your
||Purchases, print labels ?
||You have the option to print product
labels at point of purchase, where sufficient labels can
be printed, per line item on the purchase, to attach to
the products bought.
||Purchases, labels per line ?
||How many labels are across the sheet ?
||Payment, open items ?
||By default, we run balance brought
forward on payments, both debtor and creditor, where the
payment is allocated against the oldest outstanding
amount. This you can override at point of payment, but
open item will automatically bring on to screen all
unpaid invoices up to the value owing. You do have the
option on EVERY payment to load these invoices with one
click of the mouse, so we do recommend that this option
remains NO. If yes, debtors statements should reflect
outstanding invoices from previous periods, but this
sometimes involves a very long search through history
files, which can lead to your statement printing VERY
||Payment, load line items ?
||If set to yes, the individual line items
per invoice will be loaded on screen, while processing a
payment. This will only be useful if the payment is only
a part payment, and you can mark off which items are
||Payment, print line items ?
||If the previous setting is YES, you have
the option to print the line items on the remittance
||Payment, insist on cheque number ?
||While making a cheque payment, you can,
or not, leave the cheque number blank, and fill it in
later. This you do by pressing amend on the transaction.
||Payment, settlement discount 2½ % ?
||Do you always take 2½ % discount ? The
program can calculate this, but there is an option to
calculate any discount at point of entry ?
||Transaction, insist on order number ?
||Do you always want an order number to be
entered against a transaction ?
||Transaction, open cash draw ?
||Any transaction that influences the cash
draw, will send a signal to the COM port specified in
printer options, if you have this enabled.
||Transaction, process supp. document ?
||Do you insist the operator enters a
supporting document reference ?
||Transaction, clear account code ?
||While doing purchase or expense
transactions, you might do a few transactions for the
same supplier/account, one after another, so, if NO, this
option will leave the account code in place for the
following transaction. This option will also clear, or
not, the jobcard code, while doing purchase transactions
for , or allocating to, jobcards, on multiple items on a
||Transaction, price levels ?
||There is an option on each customer
record to link to sales price levels on the product
record. If THIS option is set to YES, you can override
these at point of sale, where you can choose price levels
||Transaction, add Bill of Material items ?
||This option, at YES, will load all items
contained in a Bill of Material, onto the sales invoice
or quotation, for view purposes only (only the quantity
is shown, not individual prices), if a BoM item is added
to the transaction. The BoM item itself is the sales
item, and will be removed from inventory if sold.
||Transaction, C drive warning ?
||In a networked environment, you might
accidentally be working on the C drive. This warning will
show if you try to make a transaction. Working on the C
drive is a very useful function, such as doing inventory
reports, where the speed of processing can be
dramatically improved, and if you wish to make use of
this, please talk to us. We will help you to set up your
||Jobcard, vehicle or other ?
||Our jobcards are slightly customised for
`vehicles` or other, where the vehicle type talks about
registration numbers, engine numbers etc. and the other
is for a utility jobcard, used outside the automotive
||Jobcard, view `'` items ?
||We use the jobcard memo lists for other
internal purposes, where the jobcard number is prefixed
with a quote or double quote. These are internal
jobcards, and should not be deleted, but if this option
is set to YES, you will see them at the end of your job
list. The default is NO. The purpose of this option is to
allow printing of the internal jobcards.
||Jobcard, costs, sales / current ?
||Some industries wish to see the total
sales price and cost against each jobcard, always, so
YES, here. When invoicing a jobcard, all costs are moved
to the cost of sales account, and the sales price moves
to `closed sales`, in the default NO. This allows you to
check your jobcard list for outstanding costs, or jobs
not invoiced. We prefer the NO.
||Jobcard, print invoice line ?
||On printing a jobcard invoice, the
description and details on the jobcard header, can be
printed on the invoice, with YES.
||Jobcard, print direct, bypass menu
||There is a choice of printing options for
jobcards, but some people print only the jobcard at point
of sale, customer copy, and YES here bypasses the menu,
prints this jobcard directly.
||Jobcard, view cost/discount ?
||On checking a jobcard on screen, do you
want to see costs or discounts per line item.
||Jobcard, Bill of Material, Transaction or
||A jobcard or bill of material can be
shown on screen, in the order you created it, or in
department order. In addition, each line in a bill of
material is numbered, and you can reset these line
||Bill of Material, amend sales price ?
||A bill of material is also an inventory
item, and ordinarily, a bill of material will recost
itself every time it is accessed.However, if you have a
fixed price list this option should be set at NO to
prevent the re-costing from setting a new sales price.
The cost price will, however, be updated.
||Quotation, print, sort ?
||There are three options here, to print
the quotation in the order you have it set, or to sort in
code order, or by department as well.
||Report, sales journal, + `.` code ?
||All items sold with the full stop as
code, carry a cost if you have put one in. This will be
SEEN against the invoice, (not by the customer), but is
NOT included in the cost of goods sold account in the
trial balance. These goods are usually buy-outs, and have
been purchased as consumables, which is the cost in the
trial balance. However, you can print the sales journal
showing these costs, but do remember, your actual cost
for these items is under consumables.
||Report, preview report on screen ?
||You can see most reports on screen,
before pressing F2 to print them. Very useful for reports
where you are not sure of the result, and may need to
change something before the final report.
||Report, Sales journal, exclude journals ?
||Journal entries are used in accounts for
transferring amounts between accounts, and can distort
your picture of sales and profitability, so a simple
sales journal should exclude these journals. However,
this will not affect the trial balance.
||Report, formfeed each customer/jobcard ?
||Printing certain reports, per customer,
or per jobcard, will allow a formfeed at the end of each
one, or print continuously.
||Report, copy Cash Sale only Access 6 ?
||Copy cash sales are DANGEROUS, as
unscrupulous sales staff can print a copy of a previous
cash sale for a similar service rendered, and just pocket
the cash, when a new customer asks for work done, instead
of entering a new sales docket.
||V.A.T. add line/total ?
||There are two methods of V.A.T.
calculation on a transaction. Add V.A.T. per line item,
or add to the net sales total at the end. The former is
more accurate, and HAS to be used where certain items are
sold either with no tax, or as inclusive, and other items
are sold with tax added, all on the same transaction.
||V.A.T. inclusive on purchases ?
||You can say YES here if your purchase
transactions carry an inclusive tax cost already added to
the line items. Be sure to identify this to your stock
card in inventory.
||V.A.T. warn if no tax on sales/purchases ?
||Operator, process each transaction ?
||Stock, amend stock quantity ?
||Stock, markup on cost type ?
||Stock, item/sales/period, allocate or
||Statement print transaction line items ?
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