The Salesman screen is used for entering your salesmen's codes and tracking sales.
Very handy if you are figuring commission on items sold. Each time an invoice is saved with this salesman's code on it, the total sales and cost posts to these fields. The Post Date tells when the last transaction was posted and indicates which month is represented in the month-to-date figures.
Helps Accessed From Sales People (S) Screen
Ctrl+N—clears the screen, without saving or un-saving the current record.
F5—exits lookup.
F6—opens lookup.
F9—saves record.
Shift+F9—deletes record.
F10—goes to the Selection Screen.
Shift+F10—goes to the Menu Bar.
Esc—exits one level.
Alt+F4—exits ABC.
Ctrl+D—Duplicates. If you want to enter the same, or almost the same customer information under a different code, type in the new code and press Ctrl+D. You will be prompted to enter the code of the record you want to duplicate. This transfers Name, Address, Phone #, etc., but not the posted information.
F7—opens/loads previous record.
F8—opens/loads next record.
Shift+F7—When the cursor is on an indexed field, press Shift+F7 to scroll through information in reverse.
Shift+F8—When the cursor is on an indexed field, press Shift+F8 to scroll through information going forward.
Edit Help (S)
Ctrl+C—Copies text. Place your cursor on the field that contains the text you wish to copy and press Ctrl+C. Then move your cursor to the field you want your information copied to and use the paste (Ctrl+V) function.
Ctrl+V—pastes text. Any text that has been copied (with Ctrl+C) or cut (with Ctrl+X) may be pasted into any other field by using the Ctrl+V function. Simply place your cursor in the field you want to copy the information to and press Ctrl+V.
Ctrl+X—cuts text. Place your cursor on the field you want the text removed from and press Ctrl+X. The text will disappear. If you want to replace this text in another field, simply move your cursor to that field and use the paste (Ctrl+V) function.
Ctrl+Z—Zap! Undoes latest changes to the line the cursor is on.
Ctrl+G—Gets or jumps to the address of a certain field. When you press Ctrl+G, a message box appears, telling you the address of the field your cursor is on. You are also given opportunity to jump to another address. Enter the location number of the field you want to jump to, or enter F and the field number of the field you want to jump to.
Ctrl+J—accesses a Journal to record anything that you want to remember about this sales person. To see previous notes, press Ctrl+J. When you are done, press F9. The notes will be saved with the date and time.
Ctrl+K—accesses a second journal. It is similar to the Ctrl+J journal, but saves your notes with only the date.
Ctrl+W—puts the Salesman Code on a Word Processor list. To see the list, press F10, W, Ctrl+N (to clear screen) and then type SLIST. Ctrl+W
Shift+F3—brings up an accountant's* calculator when your press it the first time. The second time you press it, the final calculations showing are entered into the field the cursor was on.
+ adds or totals - subtracts / divides
* multiplies ) clears ( exits calculator
= totals or equals
*If you are not familiar with an accountant’s calculator, you may want to take a little time to familiarize yourself with the differences in usage here. Figures are entered as positive or negative: i.e. 100+50-75= would be entered as 100+; 50+; 75- The answer calculates each time you press the positive or negative sign. The = sign or Enter key seldom need be used unless you are multiplying or dividing.
Enter the code you will use to reference this salesman. The Salesperson field on the Customer (C) screen references this field; therefore the codes in these fields must match.
To save time when you are setting up salesmen, you can use a default record.
Default Record Setup (S)
A Default Record is a record that contains all the information you want to repeat on most or all of the records you will enter into this file. Setting up a default record saves the operator from entering the same information again and again.
To set up a default record, use a quote (") as the code of the record. Then enter any information on the screen which is usually true.
When this information is entered, save the record with F9.
When you enter a new Salesman, the information that you entered in the Default Record for that category will be displayed. Then you enter whatever other information you want on that record. Change any of the default information, if necessary. Default records can be changed whenever you wish.
Enter the name of the salesman.
This field may be used to calculate commission for this salesman. Enter a number followed by one of the following letters to specify how the commission will be calculated:
S—% of Sale
P—% of Gross Profit
T—$ Amount per Ton
C—$ Amount per Hundredweight
E—$ Amount Each
Unless a code has been entered in the Commission field on the Inventory (I) screen, the code entered here in the Default Commission Code field is used to calculate the salesman's commissions.
Commission Codes A—Z (S.5 - S.16)
Commission Codes A—Z are designed so that a salesman can receive various rates of commission depending on which item he sells. The corresponding letter, A to Z, must be put in the Commission field on the Inventory screen of the Item.
Enter a number followed by one of the following letters to specify how the commission will be calculated:
S—% of Sale
P—% of Gross Profit
T—$ Amount per Ton
C—$ Amount per Hundredweight
E—$ Amount Each
Unless a code has been entered in the Commission field on the Inventory (I) screen, the codes entered here will be used to calculate the salesman's commissions.
The following restricted fields are automatically maintained by the program via background posting: Post Date, Month-to-date Sales and Cost, Prior Month Sales and Cost, and Prior Year-to-date Sales and Cost. Each time an invoice is saved with this salesman's code on it, the total sales and cost posts to these fields. The Post Date tells when the last transaction was posted and indicates which month is represented in the month-to-date figures.