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ASSIST TRAINING MANUAL-WEB TEAM FUNCTIONS

TABLE OF CONTENTS

General Information1-3

Inquiries3-7

Add/Edit Products9-17

Weights and Measures Screen10-12

Additional Information Screen12

Warehouse Definition13

Vendor Listings14

Text Maintenance15-16

Shipping16

To Create a New Report Category 17-20

How to Add or Change Retail Prices20-22

Promo Codes and Key Codes22

Data Dumps23

Copying an Offer 24

How to Change A SKU#24

Assist & Customer/Test Orders25-25

Tracking24

Deleting25

Shipping Confirmation25

How to Obtain a Customer’s Contact Information from Assist25

Query Writing Notes 26-28

Data26

Copying a Query27

Selecting a Source File27

Define Results27

Filter Data27

Group Data 27

Summarize/Total Data27

Define Report Breaks27

Output Join Queries/Files/Append a File27-28


 
 

GENERAL INFORMATION

Sign On

System. . . . . :S104141M

Subsystem . . . . :QINTER

Display . . . . . :QPADEV000F

 

User. . . . . . . . . . . . . .__________

Password. . . . . . . . . . . . __________

Program/procedure . . . . . . . .

Menu. . . . . . . . . . . . . .

Current library . . . . . . . . .

THE ASSIST SIGN ON SCREEN:User Input is name and password, then enter

CRF802ASSIST MAIN MENU3/29/01

17:35:37

1.Order Entry

2.Inventory Control

3.Work Bench

4.Direct Response

Selection: _____

                                                               

F3=ExitF23=SignoffF12=Return

F7=Inquiry

THE ASSIST MAIN MENU SCREEN:Type in number from menu, press enter.

CHEAT SHEET:

F13=Shfit+F1

F14=Shift+F2

F15=Shift+F3

F16=Shift+F4

F17=Shift+F5

F18=Shift+F6

F19=Shift+F7

F20=Shift+F8

F21=Shift+F9

F22=Shfit+F10

F23=Shift+F11

F24=Shift+F12

F12 is GENERALLY an exit without saving, though sometimes this is the only way to exit a screen.F12 is also the default exit/return to previous screen key.F3 is the default exit key.

F5 is GENERALLY an exit with a save/update of information.

F1 is GENERALLY an additional information screen.

To select from a menu, type in the number next to the menu item you want, and hit enter.

IQ150S01CROSS-FUNCTIONAL INQUIRY MENUCO: 0013/29/01

SYSTEM SELECTION17:46:57

            1. ORDER ENTRY/ACCTS RECEIVABLE

2. ACCOUNTS PAYABLE

3. GENERAL LEDGER

4. INVENTORY CONTROL

5. PURCHASE ORDERS

6. CURRENCY RATE

7. NOTES/FOLLOW-UP

8. SALES ANALYSIS

9. USER DEFAULTS

10. JOB ACCOUNTING

12. PRICING

13. PAYMENT AUTHORIZATION

14. REQUISITIONS     

SELECTION:___4____

Inquiry Main Menu

    

Inquiries:

To find out the base cost of an item, or the inventory on hand of an item, go to the inquiry menu.An inquiry can be done from most of the menu screens, and is always done by hitting the F7 key.

  1. Select Inventory Control.
  2. Type in item number (SKU) of product, and warehouse number (300 is catalog/e-commerce), and hit enter.
  3. Inventory is now displayed on screen.
  4. For cost, F13 (Item Cost). Screen should show both last in cost, and base cost. Base cost is used for most calculations. 
  5. By deleting the warehouse number and hitting enter, you can now see the product line, whether or not an item is active, and the buyer. This information can be useful in finding out more about the product. 
  6. F13 (add’l info), enter-displays the UPC, and unit of measure information (such as the weight of the product).
  7. F13 (add’l info), enter-displays the category information for the item.
  8. F15 to see who last made changes to a record (an item’s pages).

IQ600S01INVENTORY CONTROL INQUIRYCO: 0013/29/01

                 PARAMETER SELECTION17:47:13

ITEM NUMBER (LONG)_105023 __ WAREHOUSE_________

TRANSACTION NUMBER__________ALIAS/UPC______________

F3=ENDF5=PRICINGF12=RETURN

THIS IS WHERE YOU TYPE IN THE PRODUCT SKU OF THE PRODUCT YOU WANT TO KNOW ABOUT.THESE SCREENS ARE ONLY FOR INQUIRIES.PRODUCT CANNOT BE EDITED HERE.

 

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