SOSET software for the marking industry

Adding and Editing data

Add or Edit a Company
Enter or Edit Customer data
Enter or Edit Product data
Enter or Edit orders
Typeset a stamp
Shipping orders
Invoice orders
Invoice
View reports
Building a query
Printing data
Working with Barcodes
Archive orders
Typeset Information

Add or Edit a Company

After selecting the Company option from the Maintain menu, you view the existing companies in a dialog. You can choose to add, edit or delete a company.

To create a new company, you click Add, in case you want to edit company data, select a company and click the Edit button. The company dialog box will appear.

Most of the data fields are self-explanatory.

CustomerID cash order.
When you add an order-item to an order and you are not in the order edit mode the customer you specify here is selected. If you leave this field blank you first have to enter the customer before entering an order-item.

Enter company data and close the new company. On closing, SOSET will ask you the following question "Do you want a local environment with its own order databases?" Choose Yes in case you want to have a separate database for the new company. SOSET automatically creates a subdirectory on the basis of the entered CompanyID (in digits) and the SOSET DataPath refers directly to this subdirectory. Choose No if you want to integrate the database of the new company into the one of the existing company (or companies).

You can delete a company. However, this option should be used with care! In case you delete an existing company, you only delete the company data, not the customers, orders or products.

After adding a new company to the SOSET OrderEntry system, you can select Open Company from the File menu and open this newly entered company (when you use more than one company, you have to select a company when you start OrderEntry).

Note: You can only open one company at the time so if you want to open a new company, you have to close the active company first.

The SOSET software comes with product databases with necessary basic information. There is no need to change this information. However if you want to add products, make sure you have created product groups and account ID's to enable updating your new product. So basically the first thing to do is to enter customers. However, before you can do so, you have to enter some basic information.

First you have to create (that is: enter) customer groups, discount options, product groups, account ID's, way of shipment options, tax options, and term options. These options are all very specific to your company. You will see that NamoSoft SOSET already provides several common and general mount options, color options and printgroups.

Select the appropriate option from the Maintain menu in SOSET OrderEntry and click Add to add new records. The File menu has import- and export options, to enable you to import data from the databases of the existing Demo Company or any other database.

After this, you switch to the Customer screen. Now you can select the New command from the Customer menu.

Enter or Edit Customer data

After selecting Customer from the Maintain menu or click the C-button, on the Toolbar you enter the Customer screen.

Data entry in the Customer screen.
The browse arrows on the Toolbar enable you to view all entered customers that have been saved in the SOSET database. To create a new customer select the New command in the Customer menu(shortcut: , Ctrl + F8). The following question appears on screen: "Do you want to add a new customer?" If so, choose Yes.

SOSET provides you with a successive customerID. You are prompted to enter a customergroup (these groups and its settings can be viewed, edited and deleted with the customergroup command in the Maintain menu).

You assign a customer group to the new customer, by selecting one of the existing customer groups. In case you want to copy customer group data to the current customer, choose yes on the question "Copy customer group settings?"

While editing a customer you can search for another customer by clicking the C-button, on the Toolbar. Now, you can edit one customer and view another one. Switching between them is possible by using the cascade or tile options from the Windows menu. The number of customers to view is kept limited on purpose, to avoid confusion.

In case you want to close a customer, you click the X-button on the right of the customer screen (not on the upper right of the SOSET OrderEntry screen, which will close OrderEntry completely!).

You can go to the other fields in the screen by using the Tab-key.

The customer information contains information about:

Customer name
Main address and Mail address (both consisting of address, postal, city, state and country) After entering the main address you can go with the Tab-key to the mail address. In case this is the same: simply Tab through the fields. The same address as filled in as main address, will appear.
Telephone number
Fax number
E-mail number.
Next to the customer name and customer group, you can enter one more name for your customer: Customer name 2.
Contactperson, which is valuable information to enhance your customer service in case of questions or problems.
Salesman (by default the name of the person who enters the customer in the computer, but all registered usernames can be filled in here).
Searchname is the same as the first six positions of the entered Customer name.
Search city is the same as the first six positions of the entered Customer city.

You can check the following options: quality control, no price on forms, order confirmation, quantity discount and invoice to file.

The (credibility) status of a customer can be viewed and adjusted when necessary. Enter the appropriate discountID (with its belonging properties), you subsequently can view after pressing the More-button. The preferred freight option has to be entered here.

On updating your customer, SOSET asks you to verify the discountID.

Now you can assign an order to this customer, by clicking Order from the Maintain menu).

More button.
This button opens a dialog box in which you can enter or view information concerning Terms, Typeset, DiscountID groups, SalesInfo (including order entry history) and when order will be shipped (Shipping every ...-day)

You can view the various payment/delivery terms, like the Chamber of Commerce number, the taxes, the credit terms and credit limit. You also can view the various discounts, per product group.

Next to it, you can enter some default typeset information, concerning what mount and what color the customer prefers. Information is given concerning the total sales (history and present) and the first and last order until now. You also have to enter the shipping frequency here by checking the shipment days in the 'Shipping every' section. You can enter here information about: the way of shipment, and the way of invoicing to ensure a smooth order flow.

Invoicing button.
This button opens a dialog box in which you can enter information concerning the way of invoicing. You can select the preferred Invoice address. You have the option to send the invoices to the mail address of your customer, to the mail address of an other customer, or you can enter the invoice address here. Furthermore you can select from different Invoicing options and you can determine the Invoice frequency.

Enter or Edit Product data

SOSET is standard being supplied with a great number of pre-defined products, that can be viewed as single records, one by one, with the Browse arrows on the Toolbar in the Product screen (select Product from the Maintain menu). This means SOSET provides examples and database-files with a basic setup and a lot of product information about selfinkers, pre-inked stamps and other stamp products.

In case you want to edit, add or delete products or its properties, you are free to do so. However, make sure that your information is correct and consistent to avoid confusion! The data-entry will be considerably facilitated in case you decide to let SOSET copy all product group settings to your new product.

To enter a product, you must be in the product screen. To get there select Product from the Maintain menu. Another option is that you push the P-button, on the toolbar.

Data-entry in the Product screen.
The browse arrows on the Toolbar enable you to view all entered products. You can enter a product by using the keyboard shortcut CTRL +F8 from the Product screen. You can also select the New option from the Product menu or the New Product button on the Toolbar.

While editing a product you can search for another product by clicking the P-button. Now, you can edit one product and view another one. Switches between them can be achieved made by using the Window options to cascade or tile the open windows. The number of products to view is kept limited on purpose, to avoid confusion.

In case you want to close a product, you click the X-button on the right of the Product screen (not on the upper right of the SOSET OrderEntry screen!). The Product screen gives you a full screen view of all product info. You can go to the other fields in the screen by using the Tab-key.

You are prompted to enter the ProductID first. Next to the productID, you enter the product description. Defining a product searchkey facilitates retrieving the product from the database-table. Assigning a customer group to a certain product enables you to adjust the settings of a product to the special wishes of your customer.

You assign a product group to the new product, by selecting one of the existing product groups. In case you want to copy the product group data to the current product, choose yes on the question "Copy product group settings?". The print group has to be entered here.

The following options have to be checked, if applicable: Typeset property, charge freight, pad color, mount, discount, quantity discount and discontinue.

You also have to enter the following numbers: the supplierID, the purchaseID, the warehouseID, and the statisticsID.

You can search for and subsequently enter the appropriate accountID and its description.

The number of products in stock and the total amount ordered is given. The reorderlevel is being displayed. This refers to the following. As soon as this entered number of products in stock is touched you have to reorder. You can also enter the pagenumber of your catalog the product can be found.

Based on the fact that it is very difficult to keep inventory information in most rubber-stamp companies up to date, we have implemented the Cycle Count option. In the Cycle Count field in the product-data-screen you enter the date on which you counted the inventory of this product. It is advised to count critical products more often.
On a regular base you can create a query, which filters products counted before X date e.g. In that way you keep the inventory information in SOSET's order entry screen on a very reliable level.

Important: When the reorder level is set to zero (0) the number of products in stock is NOT being updated when this poducted is ordered

Pricing can vary from price 1 till price 5; in other words there are five pricelists to choose from. The product width and height, as well as its shape, its thickness and its weight complete the product information.

The More button shows the total sales information of the active product (history and present), the total amount of products sold last year and this year, and the first and last order.

The Date area button informs you about whether or not the active product has a date area and its height and width and it gives the coordinates of the default position in the stamp.

Enter or Edit orders

After selecting Order from the Maintain menu, you enter the Order screen. You can also click the O-button, on the Toolbar.

The browse arrows on the Toolbar enables you to view all entered orders. You can press CTRL + F8 to create a new order, select the New option from the Order menu or click the appropriate New Order button, .

While editing an order you can search for another order by clicking the O-button, on the toolbar. Now you can edit one order and view another one. Switches between them can be achieved by using the Window options to cascade or tile the open windows. The number of orders to view is kept limited on purpose, to avoid confusion. In case you want to close an order, you click the X-button on the right of the Order screen (not on the upper right of the SOSET OrderEntry screen!).

To enter an order select CTRL + F8, from the Order screen in SOSET OrderEntry (this screen appears after selecting Order from the Maintain menu. Another option is that you push the O-button, on the toolbar. You can select the New option from the Order menu to assign a new order to a customer or the New Order, button on the toolbar. On your screen the SOSET New Order dialog box appears.

In here you can enter the Customer number, that you want to assign a new order to and view the Customer name (and its credibility), the telephone number and the fax number. In case the displayed customer is not the appropriate one, you can select the last or the next customer in your database. You can also click the question-mark. Now you can start a multiple search on customer number, customer searchname, customer city, postal code and customer group. Next, you enter the order.

A number of options are set in the Customer screen or Product screen. However in the Order screen, you can overrule all these options. Check the following boxes on screen if they are applicable: No price on form, Order confirmation and Quality check.

You can select the field in the Order screen using the TAB-key.

You need to specify information about the order. You are prompted to enter the ordernumber first. At that position you can also leave the ordernumber SOSET provides you with.

Next you may enter references to ease tracking of the order during production. In the Reference field you can enter precise information, regarding: reference 1 and reference 2, order number, productID, Department, WarehouseID, and by whom the order (product) has been purchased. Reference 1 and reference 2 will be displayed on the printed order forms.

Order date and Shipping date are automatically filled in. The order date is the present-day and the Shipping date depends on the settings, set in the Preferences from the File menu. In case you enter a different date, indicating that the order should be rushed, SOSET automatically changes the rush code into the appropriate code. In Typeset rush stamps have either a red (rush 24 hours), an orange (rush 48 hours) or a yellow (rush) border on screen.

The information entered in the internal memo field is for internal use only. You can enter important messages concerning the current order to other SOSET users, for instance to draw extra attention to certain order(item)s. The information entered in the external memo field will be displayed on the run cards as info.

You add orderitems to the current order by pressing CTRL + A. The orderitem box shows from left to right: the orderitem number, the productID, the quantity, the product description, the price, the discounts and the net price.

You enter the ProductID (defined in the Product entry screen and saved in the Product database table). If you do not know the appropriate code you select the question-mark next to the ProductIDfield. The product-information of all products is subsequently being displayed in a dialog. Just enter a productID in the appearing box. You can also browse through the Product table with the Browse buttons, under the ProductID field.

If the required product is not listed, you can enter new product-information via the Browse Tables option from the File menu in the SOSET Namosys program or in the Tables option from the Maintain menu in the OrderEntry program. This list with product-information specifies your order information as well as your stamp-design. Once filled out, you leave the box by clicking the OK-button.

When you later decide to change the ProductID in SOSET Typeset, SOSET Typeset asks you explicitly whether you want to replace the current size with the size of the product chosen. This in order to avoid unintentional changes of the text features. You have to take notice of the fact that the productID is the same in the OrderEntry and Typeset.

After your selection, the properties of the product appear in the dialog and become the basic properties for your current stamp design. Some of these settings may be modified or require your choice from e.g. available colors. Enter the required quantity. In the dialog you can select the color and the type of mount of the stamp you want to design. You can check Freight (in case freight costs have to be charged) and Typeset (in case it is a Typeset product, but the latter is already done automatically. The Discounts are numbered from 1 through 3: %1 = the discount dependent on customer, %2 = for additional discount options and %3 = Quantity discount.

Save and update the order by pressing CTRL + F10 or pushing the update button, on the toolbar. This will store all data in the database-table.

After entering (a number or all of the) orders, you select the option Process entered orders from the Tasks menu in the Order screen to start the order/production process. Note that the orderstatus changes from Entered to Processed.

If you want a hard copy of the current order, select from the File menu the Print-option. This print option enables you also to print an order confirmation and a packing list for the active order.

Typeset a stamp

In case you have entered an order that has typeset orderitems, you can switch directly to SOSET Typeset to design the stamp(s). SOSET OrderEntry is directly linked to SOSET Typeset. Immediately after updating an entered order with typeset items in SOSET OrderEntry, you can find this order in Typeset. By pressing the Typeset button on the toolbar, you open SOSET Typeset. If you want to switch between. OrderEntry and a Typeset document, you are advised to use the minimised Typeset application window in the Windows taskbar.

With CTRL + F3 you can find an order on ordernumber. The stamp will be displayed on screen as defined during order entry.

In Typeset you can choose between editing the stamp from scratch or designing the stamp with the DesignWizard. To edit a blank stamp: press CTRL + F9. This will allow you to typeset the stamp using all the parameters you have first entered along with default typographical settings. You can modify the size (read net design-area) of the stamp. During page-design (for final output). In case you want to modify the size of a stamp, you should consider whether the selected product offers enough space for the desired size. A selfinker, of course has limitations to the size of the stamp. You can also decide to let the DesignWizard design your stamp. In that case select the DesignWizard button on the toolbar.

In case of an attachment, that means a customer has send you for instance a mount together with the order, you have to mark Attachment in the Order item dialogbox in SOSET Order Entry. In SOSET Typeset the 'attachment' property will be checked as well. SOSET will notify you by printing 'attachment' on the run cards.

The typeset status can be viewed in the orderitem box in the SOSET OrderEntry. Each typeset partnumber has its own typeset status.

After designing and updating a stamp in SOSET Typeset, the status of the stamp becomes Entered. After designing several stamps, you start the SOSET PageWizard and select the Get all entered stamps option from the File menu in PageWizard. All stamps subsequently are laid out on a page on screen. You can view the contours only, or view a stamp or all stamps with its text and design.

After printing the stamps, the status Proofreading will be assigned to all printed stamps. Next you return to SOSET Typeset and correct (if necessary) the stamps with the status Proofreading. After manually attaching the Corrected status to these stamps in SOSET Typeset, you switch to SOSET PageWizard again. Now you select Get corrected stamps from the File menu in PageWizard. Again the stamps are laid out on page. You can change this layout, but this is not necessary, since SOSET PageWizard is designed especially to make page layout as efficient but also as simple and time saving as possible. SOSET asks you to change the status from Corrected to In production. Production can start now by printing or laserengraving the page(s) with stamps. Run cards or a production-list can be printed to ensure an efficient orderflow.

Refer to the SOSET Typeset manual or on-line help for more elaborated and detailed instructions concerning the usage of SOSET Typeset.

Shipping orders

For efficient shipping you are advised to store ready stamps in bar coded boxes along with the run cards.

In the Customer screen you can enter the preferred way of shipment. Behind the More button you can enter the shipping days and the delivery/payment terms.

In the Order screen you select the button Shipment: This button opens a dialog box in which you can select the Shipping address (name, address, postal, city and country). You have to check whether this address is the mail or main address of the customer or the mail or main address of another customer. You can also enter a shipping address. Furthermore you have to enter the Way of shipment and the Shipping tracking number. The option 'Best way' as way of shipment, lets SOSET decide what way of shipment is the best way, depending on weight, order amount, etc.

With the General preferences from the File menu you open the General Dialog box in which you can set the following shipment defaults. You can enter the days in, referring to the standard number of days between entering an order and shipping it. Enter the preferred way of shipment. You can set at what order amount you no longer charge freight. The C.O.D.-charge refers to the costs you charge when you send goods cash on delivery.

All settings can be overruled per customer or order.

Shipment.
The Change Status into In Box option from the Tasks menu enables you to change the status of order-items into In Box and will print a list of all items.

You enter the OrderID and partnumber and the Box number As soon as all order items are reported In box, the order is ready to ship. Simply scan (or manually enter) both barcode on the box and the run card. The status in the computer now reads In box and if the entire order is completed (including all orderitems): Ready to ship.

Use this option even when you do not use bar-coded boxes. The shipping list will not only show customer and orderinformation, but also the boxnumber in which the products are stored.

With the Change Status into Ready to Ship option, you can change the status of order-items from In box into Ready to Ship. A list will be printed of all relevant items. In the appearing box you enter the shipping date and whether you want information about the large shipmentrun or the small shipmentrun. The large shipmentrun includes all orders that have been entered and should be shipped at one time or the other. Last mentioned list will include all rush orders. A list of forgotten rush orders is printed as well. The small shipmentrun includes only the orders that are ready to ship.

In other words: the first refers to the orders that have to be shipped. The latter refers to the orders that can be shipped (are ready for shipment).

The shipping list will not only show customer and orderinformation, but also the boxnumber in which the products are stored.

With the Change Status into Shipped option from the Tasks menu, you can change the status of order-items from Ready to Ship into Shipped and a list of all relevant items will be printed.

The shipping list will not only show customer and orderinformation, but also the boxnumber in which the products are stored.

With the File menu Restore option Redo Shipment run, you can redo a shipment run. this option should be used with care and only in those situations were something went wrong with the shipment. Examples are a power outage or a printer fault, so that the shipping list could not be printed

Selecting the File menu Restore option Redo shipment run results in a set back of order status (from Shipped to Ready to ship), freight costs that are removed again. In short: everything will be exactly the way it was before the shipment run was started.

All stamps are sorted per order and per customer-number. If the stamp is only part of an order, SOSET waits for the order to be completed, before listing it as In box. It is only then that these orders are labeled with the Ready to ship status.

Now you can start packing with help of the shipping list. Selecting the option Print shipping list will produce a list with shipping information, including the scanned box numbers, weights and other key production information.

Once the orders are packed and ready to ship, you can change the status of all Ready to ship orders to Shipped. In order to do so, select the Change Status from Ready to ship into Shipped option from the Tasks menu in the Order screen. Now invoicing can begin.

In case the shipping/invoice address is unknown, SOSET will print 'Address unknown' on all documents (packing lists, invoices, run cards, etc.) to alert you to this situation.

Special situations in relation with SOSET-via-the-web orders:
SOSET-via-the-web charges shipping and packingcosts for customers with a status: Internet-Customer
Therefore it will not calculate the costs again during the shipping-procedure in SOSET order-entry!

Language: based on the chosen language during a SOSET-via-the-web session and thus the language-setting field in the customer-table, the shipping and other documents are printed in the chosen language.

More information.

Invoice orders

In the Customer screen you can determine the default invoicing procedures per customer. Choose one of the invoicing options. You can select between 'Batch invoicing' and 'Direct invoicing'. Both options enable you to choose between '1 order per invoice' and 'All orders on the same invoice'. You can also select 'Shipment invoicing'. That means you want the invoice to accompany your shipment. Here you can choose between: '1 order per invoice', 'All orders on the same invoice' and 'Cash on delivery'. Finally you can select 'Cash order' as invoice procedure.

You have to enter the invoicing frequency yourself. You can choose between '1 day', '5 days', '10 days', '15 days', '30 days', '45 days' and '60 days'. The frequency number is merely a way of grouping orders for invoicing and doesn't have anything to do with a daily, weekly or monthly invoice routine (thus the frequency numbers does NOT specify "end of the week" or "end of the month" invoicing). Every time you start an invoicing session, SOSET invoices orders with the same invoice frequency altogether.

The financial status of a customer can be viewed in the Customer screen. You can choose between OK, Embargo, Credit hold, Shipping block, Order block, Check with accounting, and Closed.

Behind the More button you should select the payment/delivery and credit terms. The button Invoicing opens a dialog box in which you can enter information concerning the preferred invoice address. You have the option to send the invoices to the mail address of your customer, to the mail address of another customer, or you can enter the invoice address here.

In the General preferences from the File menu, you can set the following standard information. The C.O.D.-charge refers to the costs you charge when you send goods cash on delivery. With the number of days you enter behind Embargo you set limits to the number of days an invoice is unpaid, but the credibility status of a customer remains OK. In case of customers that have orders outstanding, for as long as e.g. 60 days, the status of those customers changes from OK to Embargo. The default Account ID will be allocated to those sales, in case of products that have no attached account ID. You can set here the default Account ID of debtors.

In case of customers with a discount on the total invoice amount, this discount total stands in the books at a value of the here entered Account ID of invoice discount. All defaults can be overruled per customer or order.

In the Order screen you click the Invoice button to enter the invoice address and invoicing procedure and you can determine the invoice frequency in case of any differences from the default invoice information of your customer.

In case the invoice address is unknown, SOSET will print 'Address unknown' on all documents (invoices, packing lists, run cards, etc.) to alert you to this situation.

Invoicing
You have entered the preferred invoicing procedure in the Customer menu.

In general it goes that, once the orders have the production status Shipped, they then have the invoice status 'Ready to bill', using one of the Invoice options from the Tasks menu in the Order screen from your OrderEntry.

As mentioned above you can choose from several invoicing options. You can start invoicing even as soon as the orders are Ready to ship. In order to do so, you have to select Shipment invoicing as preferred invoicing option in the Customer screen. In case you want to ship an invoice next to a packing list with the stamps/order to your customer.

In the Tasks menu you can select an invoicing option to invoice your orders and receive printed proof of it at the same time.

You can invoice only the current order, or you can invoice all orders.

When you invoice the current order or all orders (with the Invoice status 'Ready to bill'), the orders receive the invoice status 'Invoiced'. An invoice will be printed next to the SOSET OrderEntry invoicable orderlist and the SOSET OrderEntry Sales journal. The SOSET invoicable orderlist gives an overview of all orders to be invoiced. The SOSET OrderEntry Sales journal is the report you use for your accounting system.

In case you invoice all orders you can choose between batch invoicing and direct invoicing. With the Batch invoices option you can choose to invoice and print only the batch invoices. In the dialog you select the invoice frequency. This is the preferred number of days between invoices can be sent to your customer.

Every time the bookkeeper starts an invoicing session, SOSET OrderEntry will involve only those orders with an invoicing frequency between the time interval of the actual invoicing.

With the Direct invoices option you can select to invoice and print the direct invoices. Now you choose to have all orders invoiced and printed with the label Direct invoicing, that means invoicing procedures are done every time an invoicerun is performed.

You also can invoice and print the invoices of either all customers or on CustomerID or on Customer group. You can search on customer(group) and customer(group) ID. Clicking the OK-button, starts the invoicing and printing process.

In case you want to start batch invoicing, but there are also orders that acquire direct invoicing SOSET gives the following message: "There are invoices to invoice direct. Please invoice these first."

With the Print Invoices option from the Tasks menu in the Order screen, you can print invoices On Invoice run or On Invoicenumber. For information concerning the contents of an invoice

The option Update history is to be used after an invoice run to keep all sales information up-to-date.

In case you need to Restore an invoice run, you select the General File menu Restore option (only available in the Order screen). Selecting this option will put everything back exactly to the way it was before you started invoicing.

Invoice

Your invoice contains the following information:

Invoice address, if known to SOSET, otherwise you will find here 'Address unknown'.

Invoice number, the customer number, and the date of invoice.

Products, the Number of ordered products, Poduct description, the price, discounts, and the amount per order line. These are given per ordernumber, with the charged freight costs.

Subamount (exclusive taxes) is calculated as well as of course the total amount (including taxes).

Finally, the applicable terms are stated.

In case of more than one page, the total amount will be automatically transported to the next page.

View reports

SOSET OrderEntry enables you to take a (over)view of your orderflow through extensive report options. SOSET reports on your customers and your orders.

There are options to get a full report of your customers and your orders.

In the Reports menu in the Order Screen you have the following order report options.

Rush Orders.
Prints a report of rush orders. In the Overview rush orders dialog box that appears after selecting this option you are prompted to enter information. You have to specify the range concerning: CustomerID, Date, AccountID and ProductgroupID. This includes the length of time. Furthermore you have to decide whether you want to print all orders or only the rush orders and if you want to have a full or brief type of list.

Production control.
Prints a report of the production control. In the Overview production control dialog box that appears after selecting this option you are prompted to enter information. You have to specify the range concerning: CustomerID, Date, AccountID and ProductgroupID. Furthermore you have to decide whether you want to print all orders or only the rush orders and if you want to have a full or brief type of list.

Shipped orders.
Prints a report of shipped orders. In the Overview shipped orders dialog box that appears after selecting this option you are prompted to enter information. You have to specify the range concerning: CustomerID, Date, AccountID and ProductgroupID. Furthermore you have to decide whether you want to print all orders or only the rush orders and if you want to have a full or brief type of list.

Entered orders.
Prints a report of entered orders. In the Overview entered orders dialog box that appears after selecting this option you are prompted to enter information. You have to specify the range concerning: CustomerID, Date, AccountID and ProductgroupID. Furthermore you have to decide whether you want to print all orders or only the rush orders and if you want to have a full or brief type of list.

Outstanding orders.
Prints a report of outstanding orders. In the Overview outstanding orders dialog box that appears after selecting this option you are prompted to enter information. You have to specify the range concerning: CustomerID, Date, AccountID and ProductgroupID. Furthermore you have to decide whether you want to print all orders or only the rush orders and if you want to have a full or brief type of list.

Invoicable orders.
Prints a report of invoicable orders. In the Overview shipped orders dialog box that appears after selecting this option you are prompted to enter information. You have to specify the range concerning: CustomerID, Date, AccountID and ProductgroupID. Furthermore you have to decide whether you want to print all orders or only the rush orders and if you want to have a full or brief type of list.

In the Reports menu in the Customer screen you have the following customer report options.

Customer Info.
Prints an overview of entered customer info. With the New customer option in Customer menu you can print a report of the customer info of new customers.

With the Non-ordering customers option you can print a report customer info of non-ordering customers.

In other words, you can have a list printed of all new and non-ordering customers. You simply specify the time range you want to view, by entering the appropriate range in the from ... to ... field in the date selection dialog box.

History.
This option offers you a printed report of the sales history of your customers. Make sure you have an up-to-date sales history report. Select the Update history option from the Tasks menu in the Order screen to have the latest sales information shown here.

With the Total sales option you can print a report of total sales.