The Business Integrator
For Windows
Quick
Start Manual
Developed by:
Geldman Computer Systems Inc. Tel: 905-760-9835 Fax: 905-760-1418 Toll Free: 1-877-6GELDMAN
(643-5362) e-mail: support@geldman.com web: www.geldman.com
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Table of Contents: |
Order Entry Example with Screen
Shots.
Software Installation
Insert the CD into your drive and within a few seconds
it will automatically start the installation.
If nothing happens, open windows explorer and double
click on the file INTEGRAT.EXE
If you downloaded the file from the internet, double
click on the file to start installation.
Follow screen prompts. Do not change the suggested
install directory for the evaluation installation.
The installation will put an icon on your desktop. Use
it to start the program.
General
Overview
This is a multi company, multi-user and multitasking
windows system. For the evaluation installation you have one company test data
and therefore the company selection screen will not show at start up.
For login, use SUPERVIS as the User Id and 123456 for
the password.
After successful login you are presented with a blank
screen that has menu option at the top.
The installation version which is a full version of
the software without any limitation has test data in it to enable you to
appreciate the power of this software right from the start.
If you decide to lease the software after evaluation,
we will remove the test data for your installation. This way, any real data you
may have entered will be preserved and your investment in time will not be
lost.
During evaluation, you may call for telephone
technical support without charge for two months after the first initial call.
The foremost advantage of The Business
Integrator is the ability to order custom modifications and additional
functions. With our rich and extensive
library of functions, this is more affordable then you may think. The majority
of our customers are small to medium companies that have ordered custom
modifications with a business justification for cost.
Any new version in the future will not impede with
these custom modifications as we have developed a system by which functions are
called according to a parameters table. This way any version enhancements or
software corrections will be enjoyed by all customers.
We lease the software. You don’t have
to put a capital investment at the beginning. Start paying monthly payments
without any obligation.
We are so sure this system will be enjoyed by your
company and help it grow, that we give you an unconditional warranty. Whenever
you wish, you may stop using the software, delete it from your computer and you
owe no more monthly payments.
We don’t charge per station. You may
have 5 computers network or 150 computers and still pay the same.
As more computers you have, the cost of technical
support will be higher depending on the amount of time used. If you have no
calls at all, a rare occurrence, you will pay nothing for support.
Geldman Computer Systems Inc. provides a wide spectrum
of computer services. If you would like us to take care of your network installation,
backup administration etc. we will do that together with support for The
Business Integrator.
If you need to convert existing
data to The Business Integrator we
will negotiate a price per time involved. Usually, the main tables: customer, vendors, inventory, salesman and
similar can be done in a very short time.
The Business Integrator is written in Microsoft Visual FoxPro. This gives you the peace
of mind that you are using stable technology and the fastest database engine in
the computer industry. Microsoft is committed to continue development and
support of Visual FoxPro for many years to come.
Geldman Computer Systems Inc. is in business since
January 1986. The Business Integrator is being used by many companies for the
last 17 years. In 2004 the system was re-written in Visual FoxPro to make it
one of the most user friendly systems in the market.
User Friendliness
The Business Integrator brings user friendly operation
to new levels. This quick start manual will try to bring you the main points
but you need to operate it for yourself to get the feeling for the power this
system gives you.
Fonts are selectable. You may change the font of the whole user interface by
pressing Windows/Font. This is important for people with vision difficulties as
well as for aesthetics. All the windows will be adjusted automatically to the
newly selected font.
Right mouse click is used extensively
in the program. This allows you to do the following;
- On any date field, popup a calendar to select a date visually.
- On any grid field, find a record to match the data of that field
regardless if there is an index to that field or not.
- On any field with further data you can drill down for more
information. For example: when you right mouse click on customer name or
number in an invoice, you get the customer record screen. On an inventory
code or name you get the item information screen.
- On any amount field press “A” to add the amount to the calculator
without the need to enter the number manually. The calculator is always at
the right bottom corner of the screen.
- Wherever you see an “I” button
you can get further information about
this item.
Target Market
The Business Integrator is suitable for Wholesale,
Distribution and Manufacturing etc. It is used also by retailers and small
operations.
Available Features
·
Order Entry
·
Invoicing
·
Accounts Receivables
·
Inventory Control
·
Bill of Materials
·
Purchase Orders
·
Accounts Payables
·
General Ledger and Accounting
·
Customer and Vendors Files
·
Ship To File per Customer.
·
Security Levels per
Function/User
·
Many customized function that
can be tailored to your needs
The above are the major functions with many sub titles
for each, too numerous to list here and overload your perception. This is why
we give you an unlimited full version to experiment at your leisure and make
your own judgment.
The evaluation version is tailored for an average
distribution operation. The data is from a hardware wholesaler of wood cutting
tools. All company names and vendor names and addresses have been changed to
make their identification coincidental.
In this quick start manual we will try to show you a
few screen shots of an order entry operation. This will enable you to use
common sense in operating the rest of the program.
Order Entry Example with Screen Shots.
The following screen shots start an order entry
operation until the order is posted. While the order is created you may start
other operations like new customer entry or any other screen. This is a truly
multitasking system.
The above is the main menu screen. Select SALES from
the top menu.
Select SALES ORDERS from the above menu.
Click NEW ORDER button.
The cursor moves to customer
field. Click on the triangle beside it to get the next screen. If you know the
name or partial name of the customer you can select this way too but there is
even a better way to do that. At this point, click the triangle.
Notice that the “CODE”
heading is in green while the “NAME” and “CITY” are in red. This means that the
table is sorted by customer code. Click on the heading “NAME” and watch the
table changing order to customer name order. This feature is available
throughout the program.
Right mouse click on any
record on the “NAME” field has brought the small window you see above. You can:
·
Create a new customer
·
Modify the one which is
highlighted in cyan color.
·
Delete the record.
·
Get information screen of
this record.
·
Seek another customer record
by name or partial name.
·
If this field did not have a
green or red heading, you can still fine it at a slower speed. (Most likely
under one second).
Enter partial name and click “SEEK”. The selection is
now on the first record that matches “RAY”. As more characters you type as more
are your chances to hit the exact record by the seek operation.
The above screen appears when the selected customer
has outstanding invoices over his days limit. It is a safety feature to stop
overdue customers from receiving additional shipments. Of course you can
override the message and press “Continue anyway”.
If this customer has ship to branches, the beside the triangle down will not be dimmed
and you can select a ship to branch. In this case the customer does not have
ship to branches, so leave the ‘S’ as suggested.
The Ship Via is taken from the Customer file but you
can override it here.
The Salesman is also taken from the Customer file and
you can change it here. The commission will go to this salesman automatically.
Now press Detailed Items to enter line items.
In the above screen you can enter up to 999 items per
order.
Summary
The above screen shots have demonstrated briefly the
power of The Business Integrator. The use interface is consistent throughout
the system. At any point you can press F1 key to get a context sensitive help.
If explanation is warranted a help screen will popup.
If you have questions please call 905-760-9835 or
e-mail support@geldman.com or fax
905-760-1418. Either way we will be glad to help you.
There is no time limit on the downloaded or CD
versions. We believe that you should be confident before deciding to lease or
buy a product of this size and power.
If you have used the product for real data for a while
and would like to retain this data after you decide to lease it, we can do that
for you.