Enter your company's contact info and filename of a logo for the large invoice.
Level 1 thru 3 factors are to calculate prices based on a general percentage of
your SalePrice. There is also a factor for each commodity on the Commodity form.
For example: Price1 = SalePrice * Level1Factor * CommodityFactor
The DLFolder is where scans of driver licenses are stored. Photos are in JPG format and
named like the ContactID.
The PhotoFolder is where a photo of each transaction is stored.
They are also in JPG format and named like the InvoiceID.
The ImportFolder is where prices can be imported from.
The AltDatabase is the name of the data tables for an alternate site.
Click Match to compare contacts by Drivers License and set the AltContactID
to the ContactID in the alternate database.
If BigInvoice is checked, invoices are formatted for 8.5x11 letter size paper
instead of 80mm continuous paper.
To see the raw data in any table, select it in the Table combo and click the
blue View link. You can sort or move columns. When you close the table, don't save.
You can export tables to CSV, DBF, HTM, MDB, RTF, TXT or XML formats.
Mileage rate id for one way mileage charges on dumpsters.
To send reportable transactions to the state, enter the date and click XMLtoTX.
The XML document will open for your inspection and upload to the web.
To back up your data tables, click Backup and specify the file location.
Link specifies the location of the data tables. It may take a couple minutes
to relink the tables.
TblDoc creates an HTML data dictionary that describes the fields in each table.
Click Quit to force users out of the database for maintenance.
Compact is similar to defrag for your hard drive. It removes deleted records
and rebuilds indexes in your data tables.
Click Combo to open the Combo form. Super users can add or change the values that appear
in combo boxes throughout the system. The Code field is required as a primary key for
for each record.
Click Commodity to open the Commodity form. It lists all commodities that may
appear on an invoice. Factor is used to adjust prices as a percentage of SalePrice
for each commodity.ImportCommodity lets you import from a price sheet that uses
different commodity names than you use in your system. Code is the commodity name
requred by Texas. Sort lets you specify the order commodities appear in the
combo box. Sel lets you select commodities for reports. You can use Find to filter
the recordset by CommodityID, Metal, Commodity, Comment or Sel.
Click Dumpster on setup form to select form. You can view the location and contact
info for dumpsters you have placed for recycling. Last Pickup and Weeks To Fill let
you estimate when to check the status of the dumpster. You can enter a fixed
freight charge or click Calc to calculate it based on 2 * Mileage Rate on Setup form
* Miles on Dumpster form. Click Invoice to see invoices related to this dumpster.
Click End of Day on the Setup form to open the EOD form. Click New to add a record
for each cash drawer for the day. Enter the cash on hand at the start of the day in
Beginning Drawer, Cash From Bank for any cash added to the drawer from the bank,
Expenses for any cash removed from the drawer for expenses other than buying metals
and enter the Cash Count. If you like, you can click Tool and enter the number of
bills and coins to help you with the cash count. You can print a report to include
with the cash or the End Of Day report. Cash Over should balance to zero.
Use Cmt to explain any shortage or overage. Use Desc to describe expenses. Click
the blue link to view the EndOfDay report, File, Print to print it to a letter size
printer and file.
Click Price on Setup form to open the Price form. Enter date the prices become
effective and expire and the price for which you sell metal commodities. Price1 is
the normal price you pay for the metal. Price2 and Price3 are prices you pay to
sellers who deliver larger quantities. These prices are calculated based on the
Level1 2 and 3 factors on the Setup form multiplied by the Factor on the Commodity
form multiplied by the Sell Price. The blue Factor link at the bottom of the form
lets you calculate the prices based on factors for Sel recs You can also edit the
calculated price. You can also enter an XLS into the Import Folder set on the Setup
form. Select the Excel spreadsheet in the combo beside Import and click the blue
Import link. This will set any records with a blank EndDate to end today and append
the records in the imported file. To see a sample of the spreadsheet layout, click
Import without entering a filename.
Click Sale to open the Sales form. This is for metals you sell to the foundry.
Click the gray box to the left of a record and click Edit to see the details
on the Sale form. There are fields to estimate the percent of the load, estimated
quantity and estimated price. After the sale, enter the actual quantity and price
paid. When you have noted differences in estimated and actual revenue, check
Reconciled Report.
Click User on the Setup form to open the User form. You must be a super user to add
or delete users or change info about other users. Drawer is required. The letter is the first
initial of your location. This will be the drawer where transactions by this user
are counted on the End of Day report.
More info on setting up users
Click Vehicle on the Setup form to open the Vehicle form. This lets you edit the
description of vehicles required for reports to the state. Click Make/Mdl to sort by
the Make and Model field or Edit to add or delete records from that combo.
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