Inventory control software, version 4

User’s guide

  

 

 

 

 

 

 

 

 

 

 

 

 

INVENTORY CONTROL

USER’S GUIDE

 

 

 

 

Chapter: 4

 

Setup guide

 

 

 

 

 

 

 

 

ATQ, 1997-2007

Inventory control software, version 4

User’s guide

Chapter 4

Startup instructions

 

 

 

Open « Company Setup »

Enter your company name, address … All details appear in the reports and other forms like invoice, statement, packing slip, etc.

If you want, you can select another printer for application.

Select your currency. If you choose “Other” a dialog box will appear to enter your currency symbol.

You can enter your tax number for: federal tax (GST*) and provincial tax (QST*).

GST and QST are abbreviations for Canada’s taxes (Quebec). You can change the name of tax. See tax setup for details.

If you have only one tax rate, leave the second tax name field blank and enter zero (0) in the rate box (%).

Leave blank the box named “tax number” if you don’t want to show the tax number in the invoice, and the other reports.

Also, you can select the database path and directory for the backup.

If you want to install the database on your network drive manually, please follow instructions:

1.        Open the Inventory folder using the Windows Explorer

2.        Copy the file: GL.mdb and paste it in the new location on your network drive

3.        Set or write the new path in the box and click OK button

4.        Now you can share data and connect others PC-s to the same database

 

   Inventory control software, version 4

User’s guide

Chapter 4

Startup instructions

 

TAX SETUP

 

 

From the menu, choose “TAX SETUP”

 

 

You can change the tax name and choose a formula to calculate the tax.

If the check box “Federal tax only” is checked, the program will calculate only Federal tax in the invoice. However, this action doesn’t change the tax in the existing invoices.

Click the SAVE button to save changes. You must restart program to take effects.

   Inventory control software, version 4

User’s guide

Chapter 4

Startup instructions

 

INVOICE SETUP

 

   

 

From the menu, choose “Invoice option”

 

 

Select a printer to be default for invoices, statements and packing slips.

The invoice number is automatically incremented for each new invoice and can be changed here.  

Also, you can customize the invoice number format.

Click Refresh button to apply the changes and display the number to see your changes.

Select next invoice number and printing options (Print Logo, order note, a copy, etc)

In the “Invoice note” box you can type any text that you want to appear in the invoice forms.

Check “Print a copy” to print a copy of the invoice.

If you want to print the statement or the packing slip with the invoice, check appropriates Box (es).

Check “Print Logo” if you use company logo – logo will be printed on the header of invoices.

You want to create your logo?

Please follow the procedures below.

   Inventory control software, version 4

User’s guide

Chapter 4

Startup instructions

 

LOGO

 

 

1.        Open the Inventory folder using the Explorer

2.        Replace the file “Logo.JPG” with your logo (dimension: 177 x 124 pixels)

 

Note:

You can use any program to create your own logo but your logo must be saved in the JPG format.

Logo must have identical name: Logo.JPG

You have only to replace existing file.

 

Logo example:

 

 

   Inventory control software, version 4

User’s guide

Chapter 4

Startup instructions

 

Change the password or the license number

 

 

From the menu, choose “Change the password/license”

 

 

If you have purchased more than one license, you will be able to enter more users to connect to the database.

Do not enter the users from the same terminal or PC.

To enter a new user, you must run the application from the user’s PC.

Select the database location (See page 2) and run the software again. A registration form appears.

You don’t need to enter the license number again. Enter only the User’s name and password (if you want to use), and click the “Add User” button.


   Inventory control software, version 4

User’s guide

Chapter 4

Startup instructions

 

If you want to delete a user, select the user’s name in the right box and press the “Delete” button.

 

 

Change the Username or password

 

You must to delete the old user account and create new user account (you can use same name) with password.

Warning: After you delete the selected user, do not exit from this form before you type the new username.

If the form is closed with an empty box, the next time you start the application you will be prompted for a license number.