Launch Create Store. Import Orders Enter Orders Manually Process Orders. Note: Ctrl+click on a number to jump to that topic.

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Launch Create Store. Import Orders Enter Orders Manually Process Orders. Note: Ctrl+click on a number to jump to that topic."

Transcription

1 Order Manager Version 5 QUICK START GUIDE Updated 1/6/11 About the Quick Start Guide This Quick Start Guide is designed to help users get started with the Order Manager as rapidly as possible. Although this guide only scratches the surface of the many features and options available within the Order Manager program, it will walk you through the basic installation and setup of the program as well as beginning to work with products and orders. Many of the topics in this guide are covered in more detail in the Order Manager User Guide (which can be found on the download gateway), and in the Knowledge Base, which is an online help facility. Where to Begin? There are a number of routes you could take to get started with the Order Manager. We recommend the following sequence: Table of Contents About the Quick 1 Start Guide 2 Pre-Installation Steps Installing the Order Manager 2 (Single Workstation) Installing the 6 Order Manager on a Network 9 Installing Additional Files Download the full 9 User Guide Starting the Application (Post Installation) Store Setup Wizard Basics Getting Started with Orders Appendix A: Post Installation Activities Creating a New Store Download Install Launch Create Store Run Store Setup Wizard 6 Sell! Enjoy the many conveniences of the Order Manager 5 Import Orders Enter Orders Manually Process Orders 4 Import Inventory Add Suppliers Assign Suppliers to Inventory Note: Ctrl+click on a number to jump to that topic. 1/6/ Stone Edge Technologies, Inc.

2 Installing the Order Manager If you have not done so already, review the System Requirements page and check the Knowledge Base (Installation and Microsoft Software books in the Table of Contents) for any special considerations related to the Windows operating system and version of Microsoft Access that will be utilized. Perform the tasks related to the version of Microsoft Access as necessary, and make sure that all available Microsoft Service Packs are installed for the operating system and MS Access. An SSL certificate must be installed on the server where the web store resides in order for the Order Manager to import data directly from it. After purchasing the Order Manager, an containing the web page address, user name, and password needed to download and install the program is sent to the address listed on the Stone Edge customer account. Use the information in that to complete the steps outlined immediately below for a single workstation installation. If you will be using a networked configuration, skip to the section entitled, Installing the Order Manager on a Network, and follow those instructions instead. Downloading and Installing the Order Manager Program 1. Using a web browser, go to the web page address supplied in the that was received after purchasing the Order Manager. The Software Download Gateway page opens: Type user name Type password Figure 1: User Name and Password Prompts 2. Type the user name in the User Name box. (The user name is case sensitive, so type it exactly as provided.) 3. Type the password in the Password box. (The password is case sensitive, so type it exactly as provided.) 1/6/ Stone Edge Technologies, Inc.

3 4. Click [Continue]. The Stone Edge Technologies Download Center page opens: Determine program format to download Download program Figure 2: Stone Edge Technologies Download Center 5. Click the [Download] button across from the version of The Stone Edge Order Manager that was purchased, and under the correct version of Microsoft Access (that is installed on your computer). Refer to the chart at the top of the page. 6. Click [Save] when prompted whether to Open or Save the file. The installer file is saved with a meaningful name that reflects the version and edition of Order Manager, as well as format (of the version of Access to which it applies). Keep a copy of the installer in the same folder with the store data file to be sure that is backed up regularly and will remain available in the event that it is needed in the future. MS Access 2010 users should install the 2007 formatted version of the program. 7. Windows XP users can double-click on the installer to launch the InstallShield Wizard. Windows Vista and Windows 7 users will need to right-click on the installer icon and select Run as Administrator from the drop-down list for the program to be installed successfully. 8. On the welcome screen of the InstallShield Wizard, click [Next]. 9. After reviewing the End-User License Agreement, and if you agree to its terms, select the radio button next to [I accept the terms in the license agreement] and click [Next]. 1/6/ Stone Edge Technologies, Inc.

4 10. On the Destination Folder screen of the InstallShield Wizard, click [Next]. It is highly recommended that you accept the default location: C:\StoneEdge\ Figure 3: InstallShield Wizard Destination Folder 11. Click [Install] to begin the installation of the program. 12. At the end of the installation process, check [Show me the readme file box] if you would like to view the latest information about program changes. Click [Finish] to complete the installation. 13. Launch the program by double-clicking the desktop icon. 14. The License Setup dialog box opens. Enter the user name and password provided in the from Stone Edge when the program was purchased (the same ones you entered to download the program). 15. Click [Get License]. You will see a message box stating that your license file has been updated. See Figure 4. Click [OK]. 16. The Set up a new store now? dialog box opens: Important Note: The first time you run the Order Manager on a workstation, the License Setup window will prompt you for the username and password that was used to download the program. Figure 5: Set Up a New Store Now? Figure 4: License Setup 17. Click [Yes] to create your store file for the first time. 1/6/ Stone Edge Technologies, Inc.

5 18. In the Enter name and location for new store s data file dialog box, type a name for the store s data file in the File name: field. File Naming Tips: Use a name that includes all or part of your company or Website name, plus the word Orders. For example: Acme Clock Orders or Ajax Orders. Also, do not use.com or special characters in the file name. Enterprise Users: Figure 6: Enter name and location for the new store's data file 19. Save the file as the MS Access type of.mdb. The Order Manager does not support the use of Access databases with the extension.accdb, which originated with MS Access Figure 7: Enter company name 20. In the Enter company name dialog box, type your company s name. The name you type will be used on the Order Manager s screens and reports. You can change this name at any time by revisiting the Store Setup Wizard at a later date. 21. Click [OK]. A message box appears, stating that the next screen will be the Setup Wizard. Click [OK]. 22. The Stone Edge Order Manager Setup Wizard dialog box opens. Use the Store Setup Wizard to enter additional setup information prior to using the Order Manager, such as payment processors, suppliers and shipping methods, to name a few. See the appropriate Knowledge Base articles for setup instructions for the payment gateway that will be used, how to enter supplier information (manually or via a text file), and how to define shipping methods within the Order Manager. Refer to the section entitled, Store Setup Wizard Basics, in this document, for more information as well. 23. Continue with the section entitled, Installing any Additional Files. An Access database must be created initially. It can be converted to SQL later via the Maintenance Menu. However, it is best to have the program up and running before doing so. Multiple Store Users: If you maintain more than one e-commerce site, you can create separate Order Manager store files for each of your sites, or you can import orders from multiple sites into a single Order Manager store. See the Stone Edge Technologies Knowledge Base for more information on this topic. Setup Wizard: Whenever you create a new store within the Order Manager, the Store Setup Wizard opens automatically. The Store Setup Wizard can also be accessed from the Quick Clicks or the Main Menu by clicking on Maintenance Menu > Setup Functions tab > Store Setup Wizard. 1/6/ Stone Edge Technologies, Inc.

6 INSTALLING THE ORDER MANAGER ON A NETWORK The Order Manager is compatible with Windows networks and supports simultaneous access by multiple users. The Standard or POS Edition license for the Order Manager allows for up to five user workstations, plus an optional file server for storing the data files. If you plan to use the Order Manager on more than five workstations, contact Stone Edge Technologies, Inc. to purchase additional seat licenses or to upgrade to the Enterprise Edition (includes 10 licenses). When installing the Order Manager on a network, you will first set up a server or host PC to house the store s data and then install the program on each workstation. 1. Create a shared folder with the name StoneEdgeData on your server or on a computer designated as the host. This is not intended to be used as the program installation folder, but rather as the location of the program components that will be shared across multiple workstations. 2. Download the program installer on the server or host PC. Using a web browser, go to the web page address supplied in the that was received after purchasing the Order Manager. The Software Download Gateway page opens: Type user name Important Note: All workstations must have read/ write access to the drive where the files are located. If the file server will also be used as a workstation, reference all common files with a Universal Naming Convention (UNC) so that the workstations will have the same address for all users. A UNC path begins with 2 backslashes instead of a drive letter. For example: \\FileServer\Cdrive\ StoneEdge\MyOrders.mdb Type password Figure 8: User Name and Password Prompts 3. Type the user name in the User Name box. (The user name is case sensitive, so type it exactly as provided.) 4. Type the password in the Password box. (The password is case sensitive, so type it exactly as provided.) 5. Click [Continue]. The Download Center page opens: Determine format of program to download 6. Figure 9: Stone Edge Technologies Download Center Download program 1/6/ Stone Edge Technologies, Inc.

7 7. Click the [Download] button across from the version of The Stone Edge Order Manager that was purchased, and under the correct version of Microsoft Access (that is installed on your computer), as shown in Figure Click [Save] when prompted whether to Open or Save the file. 9. Run the installer. Windows XP users can simply double-click on the installer to launch the InstallShield Wizard. Windows Vista and Windows 7 users will need to right-click on the installer icon and select Run as Administrator from the drop-down list for the program to be installed successfully. 10. On the welcome screen of the InstallShield Wizard, click [Next]. 11. After reviewing the End-User License Agreement, and if you agree to its terms, select the radio button next to [I accept the terms in the license agreement] and click [Next]. 12. On the Destination Folder screen of the InstallShield Wizard, click [Next]. Important Notes: The download process has been changed to save the installer program with a meaningful name that reflects the edition, version and format of the Order Manager program file that is being downloaded. It is highly recommended that the installer file is saved in the shared folder where the data file resides ( StoneEdgeData ), to be sure that it is backed up regularly and will remain available for future use. If different versions of MS Access will be used on various workstations, be sure to save a copy of the installer for each format of the program that is required. MS Access 2010 uses the 2007 format of the program. It is highly recommended that you accept the default location: C:\StoneEdge\ Figure 10: InstallShield Wizard Destination Folder 13. On the next page, click [Install]. 14. At the end of the installation process, check the [Show me the readme file box] if you would like to view the latest information about program changes. Click [Finish] to complete the installation. 15. When the program has been installed on one workstation or server, view the contents of the C:\StoneEdge folder that was created (use My Computer or Windows Explorer). 16. Copy the following items from the C:\StoneEdge folder to the shared StoneEdgeData folder: Data Archives and New Orders folders (optional) Custom Reports.mdb The Templates folder 17. Launch the program by double-clicking the desktop icon. 18. The License Setup dialog box opens. Enter the user name and password provided in the from Stone Edge when the program was purchased (the same ones you entered to download the program). Figure 11: License Setup 1/6/ Stone Edge Technologies, Inc.

8 19. Click [Get License]. You will see a message box stating that your license file has been updated. Click [OK]. 20. The Set up a new store now? dialog box opens: Tip: Figure 12: Set Up a New Store Now? 21. Click [Yes] to create your store file for the first time. 22. Navigate to the StoneEdgeData folder that was created in step 1. In the Enter name and location for new store s data file dialog box, type a name for the store s data file in the File name: field. Use a name that includes all or part of your company or Website name, plus the word Orders. For example: Acme Clock Orders or Ajax Orders. Also, do not use.com or special characters in the file name. Enterprise Users: An Access database must be created initially. It can be converted to SQL later via the Maintenance Menu. However, it is best to have the program up and running before doing so. Location of Shared Folder Enter name of data file Figure 13: Enter name and location for the new store's data file 23. Save the file as the MS Access type of.mdb. The Order Manager does not support the use of Access databases with the extension.accdb, which originated with MS Access Multiple Store Users: If you maintain more than one e- commerce site, you can create separate Order Manager store files for each of your sites, or you can import orders from multiple sites into a single Order Manager store. See the Stone Edge Technologies Knowledge Base for more information on this topic. Figure 14: Enter company name 1/6/ Stone Edge Technologies, Inc.

9 24. In the Enter company name dialog box, type your company s name. The name you type will be used on the Order Manager s screens and reports. You can change this name at any time by revisiting the Store Setup Wizard at a later date. 25. Click [OK]. A message box appears, stating that the next screen will be the Setup Wizard. Click [OK]. 26. The Stone Edge Order Manager Setup Wizard dialog box opens. You may navigate through the Store Setup Wizard to enter additional setup information now, or you can click [Save and Exit] to exit the wizard and continue installing the program on other workstations. It is possible to return to the Setup Wizard later. See the appropriate Knowledge Base articles for setup instructions for the payment gateway that will be used, how to enter supplier information (manually or via a text file) and how to define shipping methods within the Order Manager. Refer to the section entitled, Store Setup Wizard Basics, in this document, for more information, as well. 27. To continue installing the program on additional workstations, repeat steps 2-14; and respond to step 20 as follows: a. When prompted by the program as to whether to Set up a new store now?, click [No], select [Browse] and navigate to the location of the data file in the shared folder created in step 1. b. Select your store s data file and click [Open]. 28. Repeat step 27 as often as needed until the program has been installed on all workstations. 29. Optional: When finished, return to the Setup Wizard to add or alter program settings to match your business environment. These are mainly global settings and only need to be performed once on a single workstation or server. 30. Continue with the next section, Installing any Additional Files. Important Note: Whenever you create a new store within the Order Manager, the Store Setup Wizard opens automatically. The Store Setup Wizard can also be accessed from the Quick Clicks or the Main Menu by clicking on Maintenance Menu > Setup Functions tab > Store Setup Wizard. Installing any Additional Files Depending on which shopping cart license you purchased, one or more integration scripts, or any other additional support files that are needed, will be available under the Other Downloads heading on the Stone Edge Technologies Download Center page. For example, if you purchased the oscommerce shopping cart license, the oscommerce PHP Import Scripts [Download] button will be visible. Only items for which you are licensed will be included on the download page. If Stone Edge Technologies provides the script for your type of shopping cart, the integration script must be installed at your web site before you can begin importing information from your shopping cart. In some cases, the shopping cart vendor provides the integration script and it is not necessary to download and install a script from our web site. For more details, check the Knowledge Base setup article for your particular shopping cart type. Downloading the Order Manager User Guide 1. From the Stone Edge Technologies Download Gateway page (under the Other Downloads heading), click the [Download] button to the right of Order Manager User Guide. 2. Click [Save] when prompted whether to open or save the file(s). 1/6/ Stone Edge Technologies, Inc.

10 3. In the Save As dialog box, navigate to the C:\StoneEdge\Documentation folder (for single workstation) or C:\StoneEdgeData folder (for networked installations) folder and click [Save]. This will store the User Guide with your critical application files. 4. In the Download complete dialog box, click [Open] to view the User Guide or click [Close] to end the dialog. Starting the Order Manager (Post-Installation) You can start the Order Manager program from the desktop icon created during the installation process or from the Windows Start menu. STARTING THE ORDER MANAGER FROM THE DESKTOP ICON 1. View the desktop. 2. Double-click on the Stone Edge Order Manager icon. The program will automatically attempt to open the last-viewed data file. Depending on the release of the program, and if you have more than one store data file, the program may ask for confirmation before opening the most recently viewed store. If you respond [No] the program will prompt you to select the correct store file to open from the Select a Store to Open screen (Switch Stores dialog). STARTING THE ORDER MANAGER FROM THE START MENU 1. Choose [All Programs] from the Windows [Start] menu. 2. Choose [Stone Edge Order Manager] from the Stone Edge Technologies Inc. program group submenu. The program will automatically attempt to open the most recently viewed data file. Depending on the release of the program, it may ask for confirmation before opening the most recently viewed store. If you respond [No] the program will prompt you to select the correct store file to open from the Select a Store to Open screen (Switch Stores dialog). 1/6/ Stone Edge Technologies, Inc.

11 Store Setup Wizard Basics The Order Manager Store Setup Wizard has been designed to guide you through the process of setting up a new store. Each section of the Wizard helps you access and tailor the Order Manager features to suit your business environment. There are many facets to the Store Setup Wizard; however, there are only a few that require attention prior to importing orders. Many of the settings are already defaulted to the most widely used values to save time during the installation process and can be modified at a later date as needed. Launching the Store Setup Wizard (Post Installation) The Store Setup Wizard can be opened via the [Setup Wizard] link found on the Quick Clicks Menu on the right-hand side of the Main Menu, or by clicking the [Maintenance] icon in the upper left-hand side of the Main Menu and selecting the [Setup Functions] tab. Scroll down the list of items until you see the [Store Setup Wizard]. Select the link and click [Go], or just double click the link to open the Store Setup Wizard. Important Note: This Quick Start Guide does not cover all of the Store Setup Wizard features. See the Order Manager User Guide or Knowledge Base for complete information. Figure 15: Setup Wizard: Introduction Screen QUICK START INSTRUCTIONS FOR THE USERS AND SECURITY SECTION OF THE SETUP WIZARD Users and Security link Navigational Arrow It is best if the security system is not enabled until the program is up and running, however, it can be helpful to define a Salesperson and Packer as part of the initial tailoring of the program. 1. Click on the [Users and Security] link in the Wizard Index at the left-most side of the screen; then use the [navigational arrow] at the bottom of the screen to move to Page 2 of the Users and Security section of the Setup Wizard (not pictured here). 1/6/ Stone Edge Technologies, Inc.

12 2. Click on the button labeled [Add Sales People] and fill in the Initials and Name fields of the subsequent screen and click the [Save] button. The person s information will then be displayed in the List Entries section at the bottom of the screen. Enter initials and name of sales person After clicking the Save button, the sales person s record is created and displayed in the list of entries. 3. Repeat the process for packers by clicking the [Add Packers] button on Page 2 of the Users & Security section of the Setup Wizard (not pictured here). Type the data in the Initials and Name fields of the subsequent Add Your Packers to the List screen, and click the [Save] button (not pictured here). QUICK START INSTRUCTIONS FOR THE ORDER PROCESSING SECTION OF THE SETUP WIZARD The default values that are checked on this screen are sufficient when initially setting up the program. 1. Optionally, you may also want to check the [Manually entered orders] box under the Automatically approve: section of the screen. However, any of these settings can be changed at a later date to suit your business needs, as you become more familiar with the program. 2. Skip pages 2 and 3 and continue with the Sales Tax section. Manually Entered Orders Figure 16: Setup Wizard: Order Processing Section 1/6/ Stone Edge Technologies, Inc.

13 QUICK START INSTRUCTIONS FOR THE SALES TAX SECTION OF THE SETUP WIZARD The default settings on Page 1 of the Sales Tax section are sufficient at this time and can be altered at a later date if necessary. Navigate to Page 2 and enter tax rate information. Tax Rate Tax Shipping and Handling City State Abbreviation Convert To Convert From Figure 17: Setup Wizard: Sales Tax Section 1. Enter the two-letter abbreviation of the State for which sales tax will be charged (e.g., GA, NC). 2. Enter the City name, or enter any to indicate the entire state. 3. Enter a Tax Rate (the number entered will represent a percentage). 4. To charge tax on shipping and handling costs for that location, check the box labeled [Tax Shipping & Handling?] 5. In the Convert From field in the lower box, type in any alternate names or abbreviations that might be commonly used by customers (separated by commas) and enter the official USPS two letter abbreviation for the state name in the Convert To field. The Order Manager will auto-correct any of the names or abbreviations in the Convert From field to the value that is entered in the Convert To field when an order is imported. For example in the figure above, penna or Pennsylvania will be converted to PA and Philly will be converted to Philadelphia. If it is necessary to enter Country Sales Tax Rates, go to Page 3 (not pictured) and fill in the appropriate values, similar to the steps as outlined above for States. Otherwise, skip to the Products and Inventory Section. QUICK START INSTRUCTIONS FOR THE PRODUCTS AND INVENTORY SECTION OF THE SETUP WIZARD The program supplies a Default Supplier record to which all inventory can be assigned at this time; or it is possible to manually enter some 1/6/ Stone Edge Technologies, Inc.

14 supplier information or import it from a text file prior to importing inventory (product) records. Add or edit supplier records Figure 18: Setup Wizard: Products and Inventory Section To manually enter a supplier record: 1. Click the [Add/Edit Suppliers] button on Page 1 of the Products and Inventory section. 2. Click the [Add] button and complete the required fields on the Company Info tab of the View Suppliers screen, such as the name, address, phone and fields. Enter company data Figure 19: View Suppliers screen 3. Skip the other tabs for now. Click [Save]. 1/6/ Stone Edge Technologies, Inc.

15 To import supplier information from a text file or database: 1. Click on the [Maintenance] icon on the Main Menu, click the [Import/Export] tab and select [Import Suppliers, Customers, Inventory or Cost and Prices]. Choose type of Import Browse to the Location of the text file Map fields Figure 20: Import Data from Other Sources screen 2. Choose the [Supplier] radio button at the top of the screen. 3. [Browse] to the location of the source file. 4. Map the fields in the source file to the appropriate Order Manager field via the drop-down lists at the lower portion of the screen. 5. [Test Data], and correct any errors in the file or mappings. Do not leave totally blank columns in the middle of the text file. 6. Click [Begin Import]. 7. If you are not satisfied with the results, click [Restore from Backup], correct the problems and try it again. 8. When satisfied with the results, backup the entire data file via the link on the Quick Clicks Menu of the Main Menu. Skip the remaining two pages of the Products and Inventory section and proceed to the Shopping Carts section. QUICK START INSTRUCTIONS FOR THE SHOPPING CARTS SECTION OF THE SETUP WIZARD Refer to the Knowledge Base article with the title, Setting Up a Shopping Cart, found in the Specific Shopping Carts book, for details about the specific kind of shopping cart being used. Some shopping carts vary greatly in their setup requirements. 1/6/ Stone Edge Technologies, Inc.

16 1. Click the [Create and Edit Shopping Carts] button on the first page of the Shopping Carts section of the Setup Wizard. Open shopping cart definition screen. Figure 21: Setup Wizard: Shopping Carts Section, Page 1 2. Click the [Add Cart] button. The Shopping Carts screen opens: Define a new shopping cart. Figure 22: Setup Wizard: Shopping Carts screen 3. Enter an arbitrary name for the shopping cart definition (that is only used internally by the Order Manager) in the Store Name field. 4. Select the type of shopping cart from the Cart Type drop-down list. If you are only licensed for a single shopping cart type, then that cart type will appear in the field and there will not be a dropdown list. 5. Fill in the remaining fields on this screen according to the directions in the related Knowledge Base article. Some fields may remain blank after completing the instructions. 6. When finished, click [Save] and [Close]. Skip Page 2 of the Shopping Carts section for now and proceed to the Payment/Credit Cards section of the Setup Wizard. 1/6/ Stone Edge Technologies, Inc.

17 QUICK START INSTRUCTIONS FOR THE PAYMENT/CREDIT CARD SECTION OF THE SETUP WIZARD Refer to the Knowledge Base setup instructions article for the specific payment gateway that will be used, which can be found in the Payment Processing book in the Knowledge Base Table of Contents. Select the web transaction type Select a Credit Card processor Figure 23: Setup Wizard: Payment/Credit Cards Section Setup the gateway for Default & Manual Orders by: 1. Selecting the Credit Card Processor s name from the list. 2. Setting the Web Transaction Type to Pre-Authorize, Sale or N/A. Choose the one that is appropriate for your web store. Sale (funds collected at website), Pre-Authorized (funds authorized at website), or n/a (no credit card action has been taken at the website and this setting only applies to imported orders). Continue with the Shipping section of the Setup Wizard. QUICK START INSTRUCTIONS FOR THE SHIPPING SECTION OF THE SETUP WIZARD This section is optional at the time of installation, however to get the complete picture of how the program operates from start to finish, it would be best to configure at least one shipping vendor now. Initially, it is easiest to configure the integrated UPS Online Tools or FedEx Ship Manager Direct shipping software, if you have accounts for either of those services. If not, refer to the full copy of the Order Manager User Guide or Knowledge Base for directions on setting up other shipping software. Page 1 of the Shipping section: 1. Leave Order Manager selected as the shipping system for UPS & FedEx (in For UPS & FedEx shipping use: section). 1/6/ Stone Edge Technologies, Inc.

18 2. Click the [UPS Online Tools Setup Wizard] or the [FedEx Ship Manager Direct Setup Wizard] button and enter the appropriate information at each screen. Refer to the Knowledge Base articles, Setting Up Order Manager s Internal UPS/FedEx Shipping, for more details. Select Shipping System Setup Carrier Software Figure 24: Setup Wizard: Shipping Section, Page 1 Skip to Page 3 of the Shipping section of the Setup Wizard and define the Shipping Methods that will be used in the Order Manager: 1. Next to the Show shipping methods for: label, click the [UPS] or [FedEx] button. The illustrations below depict setting up UPS shipping methods in Order Manager; however the same steps are followed for other carriers. Choose shipping carrier Figure 25: Setup Wizard: Shipping Section, Page 3 1/6/ Stone Edge Technologies, Inc.

19 2. The lower portion of the form will be populated with the carrier s shipping method names. Click the [UPS] button next to Show shipping methods for: and the form will be populated with the carrier s shipping method names. Display UPS shipping methods Carrier s shipping method name Shopping Cart s shipping method name Select Shipping Methods to Use Use Real-Time Rates Figure 26: Setup Wizard: Shipping Section, Page 3 3. Click the [Select All] button to enable all of the carrier s shipping methods or simply check the Use this method box next to a single method. 4. In the Your Name field, enter the name defined at the shopping cart for the selected Carrier s Name shipping method. The names should match exactly, including any spaces in the name. For example, 2nd Day Air is not the same as 2ndDayAir. 5. To use UPS Real-Time Rates, check the box labeled [Use Real- Time Rates] on a single shipping method or click the [Set All] button to enable all shipping methods to use Real-Time Rates. Go to Page 4 of the Shipping section of the Setup Wizard. 1/6/ Stone Edge Technologies, Inc.

20 6. Check the boxes next to the options, [Calculate shipping charges for Manual Orders and POS Orders] and [Set Actual Ship Date after importing tracking numbers], pictured below. Important Note: If you do not plan to use the Order Manager to print shipping labels, will be drop shipping all orders, or are not concerned with accurate shipping records, it is acceptable to check the Set Expected Ship Date or Set Actual Ship Date options here. However, most users should leave these boxes unchecked and allow the program to set the shipping date for an order when a shipping label has been printed. Figure 27: Setup Wizard: Shipping Section, Page 4 Skip to the Printing and Reports section of the Setup Wizard, since the default Packing section settings are sufficient to demonstrate how the program works. QUICK START INSTRUCTIONS FOR THE PRINTING AND REPORTS SECTION OF THE SETUP WIZARD 1. Enter the company name and address information on the first page of the Printing and Reports section, pictured below. 2. Optionally, [Browse] to the location of a company logo that should be included on reports (invoices, packing slips, etc.) The image must be no greater that 1 x 1 and it is preferable to use a.jpg file, although.bmp and.gif files will work. Enter company info Select company logo file Figure 28: Setup Wizard: Printing & Report Options, Page 3 1/6/ Stone Edge Technologies, Inc.

21 Skip the next two pages of the Printing and Report Options section for now and proceed to the section of the Setup Wizard. QUICK START INSTRUCTIONS FOR THE SECTION OF THE SETUP WIZARD Enter the basic information that the program will need to send to customers or suppliers on Page 1 of the section of the Setup Wizard. Select method of sending Test Settings Enter settings Enter SMTP settings Save your settings Figure 29: Setup Wizard: Section, Page 1 1. Select the method for sending . Order Manager is recommended. 2. Complete the SMTP Settings section. Server (i.e.,smtp.comcast.net) Server Port (outgoing) User Name (if needed) Password (if needed) 3. Complete the Settings section. From Address ( address of sender) From Name (name of the sender) BCC Address (optional, but good to keep copies of all s sent by the program) 4. Optional: If your provider requires a secure connection, check the box labeled [Use encrypted connection (SSL)]. 5. Click the [Test Settings] button to verify the accuracy of the information provided. 6. Skip the second page of the section of the Setup Wizard at this time and click the [Save and Exit] button to exit the wizard and save the settings that have been entered thus far. 7. Close the Order Manager on all workstations and then re-open the application on one workstation. 1/6/ Stone Edge Technologies, Inc.

22 Click the [Backup Data File] link on the Quick Clicks Menu of the Main Menu. The program will store a copy of the new data file in the Data Archives folder. To determine the location of this folder, check the value of system parameter, ArchiveLocation. See Knowledge Base article, Set System Parameters, for instructions. When the backup is complete, re-enter the Setup Wizard and jump to the [Import Products, etc.] section of the Setup Wizard. The Manual Orders, Multi Order Processor, Drop Shipping and Order Status sections can be reviewed at a later date. QUICK START INSTRUCTIONS FOR THE IMPORT PRODUCTS, ETC. SECTION OF THE SETUP WIZARD The Order Manager can import product information directly from most shopping carts or it can also import product data from a text file. If the cart does not support the direct importing of records, the buttons to do so will not be visible. To import product information directly from the shopping cart: 1. Click the button labeled [Import Products or Customers from a Shopping Cart. Import Products 2. The Shopping Cart functions screen will open: Select Cart Import Products Figure 30: Shopping Cart Functions screen If more than one shopping cart was already created, choose a cart from the Select the Shopping Cart list. 1/6/ Stone Edge Technologies, Inc.

23 3. Click the [Import Inventory] button and the import will begin. 4. Optional: Customer records can be imported from this screen by clicking the [Import Customers] button, if the shopping cart supports that functionality. Refer to the Shopping Cart Matrix found in the Knowledge Base or on our website for more information. To import product information from a text file: 1. Click the button labeled [Import Products, Customers. etc. from a Text File or Database]. The Import Data screen will open: Select Product Import Locate text file Set Default Supplier for imported products Map fields Figure 31: Import Data screen 2. Select the Products radio button at the top of the screen. 3. [Browse] to the location of the text file or database that contains the product information. 4. Map the fields in the text file or database to the corresponding field in Order Manager by making a selection from the dropdown list next to each field that is displayed on any of the product field tabs (Standard Product Fields, More Product fields, Custom Text & Integer Fields, Custom Currency & Date Fields, Web Fields and Add l Price Fields). Click on a tab to see the fields that are available on that tab. 5. Optional: Select a Default Supplier for the products that are being imported from the drop-down. If no suppliers have been added yet, the program provides a Default Supplier record that can be selected and used for initial setup and testing. 6. Click the [Test Data] button. Correct any errors that are found. Do not leave totally blank columns in the middle of the text file. 7. Click the [Begin Import] button to start importing records. 8. Click the [Save and Exit] button to leave the Setup Wizard. You are now ready to import and process test orders. Getting Started with Orders Now that you ve completed the Store Setup Wizard and entered your products and suppliers, you are ready to begin working with orders. You 1/6/ Stone Edge Technologies, Inc.

24 can import orders via the Internet or from a text file, depending on the shopping cart, and you can enter orders manually. Importing Orders via the Internet When you completed the Shopping Carts section of the Store Setup Wizard, all of the information necessary for importing orders from the Internet was entered in the system. Importing orders via the Internet is possible for most of our integrated or supported shopping carts, such as, Yahoo!Store, Miva Merchant, AbleCommerce, ShopSite, Network Solutions, and oscommerce, to name a few. Refer to the Shopping Cart Matrix to see what functionality your cart supports. 1. View the Order Manager Main Menu. 2. Click on the Import link in the Orders section of the screen. The Import Orders screen will appear: Tip: Pressing the F1 key while in the Order Manager will cause the Knowledge Base article related to the current screen to be displayed. The entire Knowledge Base can be accessed by going to ww.stoneedge.com/help and follow the usage directions on the home page to locate specific information. Figure 32: Import Orders screen 3. Click on a shopping cart in the Shopping Cart to Import From: list. 4. Click the [Import via Internet] button. 5. The first time that orders are imported into the program, it will ask you if you want to import all orders as active or provide a cutoff date for those that have already been shipped and should be considered to be historical data. Refer to the full Order Manager User Guide or Knowledge Base for details. Importing Orders from a Text File To import orders from a text file you will first need to create the text file by exporting orders out of your shopping cart (a Stone Edge officially supported cart) and into your C:\StoneEdge\NewOrders folder. (If this is a networked installation of the program, check system parameter NewOrderLocation to determine the location of this folder.) See Knowledge Base article, Set System Parameters, for instructions. This process is different for each shopping cart. Individual instructions for each shopping cart can be found in the Stone Edge Knowledge Base. Using the appropriate method for your shopping cart, export the orders into a text file and store the file in your NewOrdersLocation folder. 1. View the Order Manager Main Menu. 1/6/ Stone Edge Technologies, Inc.

25 2. Click on the [Import] link of the Orders section. The Import Orders screen will appear. Refer to Figure 32, above. 3. Click on a shopping cart in the Shopping Cart to Import From list. 4. Click the [Import from Text File] button. 5. The first time that orders are imported into the program, it will ask the user if they want to import all orders as active or provide a cut-off date for those that have already been shipped and should be considered to be historical data. Refer to the full Order Manager User Guide or Knowledge Base for details. Entering Orders Manually 1. View the Order Manager Main Menu. 2. Click on the [Manual Entry] link. The Enter Orders Manually screen opens: Provide Bill To information Provide Ship To information Search for Customer Record Figure 33: Enter Orders Manually screen (Manual Orders) 3. Provide the requested customer information under the Bill To heading. To search for an existing customer (so you don t have to retype the information), click on the [Search] button and use the Search form to locate the customer. 4. Provide the requested customer information under the Ship To heading. To copy the information from the Bill To area, click on the [Copy from Bill To] button. 5. Click the [Line Items] tab to add a product to the order. 6. Click the [Payment] tab to enter payment information. 7. If you need assistance filling out the forms, check the Stone Edge Knowledge Base (press the F1 key) or review the Order Manager User Guide. 8. Click the [Save] button to create the order. 9. Click the [View Orders] button at the top of the Enter Orders Manually screen or return to the Main Menu and select the [View] link in the Order section to see the order that was just added. 1/6/ Stone Edge Technologies, Inc.

26 Go Forth and Sell! Congratulations! You ve completed the store setup process and you are ready to begin using the Order Manager to streamline your business s order processing operations. Although this guide only scratches the surface of the many features and options available within the Order Manager, you have begun to work with orders. When you are more familiar with the program, revisit the Store Setup Wizard to review the sections that were skipped, and make adjustments as necessary to suit your business processes. Many of the topics in this guide are covered more completely in the Order Manager User Guide and the online help system (Knowledge Base). Access the related Knowledge Base topic from almost any screen in the program by pressing F1. Your feedback is important to us! Please feel free to us your comments and suggestions at Additional Resources: Order Manager Knowledge Base Technical Support User Forum Telephone: (610) Option /6/ Stone Edge Technologies, Inc.

27 Appendix A: Post Setup Activities Assigning Suppliers to Inventory If all of the imported products were automatically assigned to the program s default supplier when initially setting up the program, it is possible to assign different suppliers to some of your products by using the following process. ASSIGNING A SUPPLIER TO A SINGLE PRODUCT 1. From the Order Manager Main Menu, click on the [Maintenance Menu] button. 2. Click on the [Inventory & Suppliers] tab. 3. Click on the [Inventory] link. 4. Select the item with which you want to work. The current (default) supplier will be shown on the right side of the screen under the Suppliers for this SKU heading. 5. Click on the current (default) supplier name and click on [Edit]. The Edit Product Supplier Information screen opens. Figure 34: Edit Product Supplier Information screen 6. Select the correct supplier from the Supplier dropdown list. 7. Complete any other fields as necessary and click [Save]. ASSIGNING A SUPPLIER TO MULTIPLE PRODUCTS 1. From the Order Manager Main Menu, click on the [Maintenance] icon. 2. Click on the [Inventory & Suppliers] tab. 1/6/ Stone Edge Technologies, Inc.

28 3. Click on the [Change Suppliers] link. The Change Suppliers screen opens: Figure 35: Change Suppliers screen 4. Use the features on the left side of the Change Suppliers form to select the products to be modified. You can do this in a number of ways: Click the [Show All] button to have all inventory items displayed in the Select SKUs to Modify list. Click on an item in the list and then on the [Add to list] button, or simply doubleclick on an item to add it to the list of items to be changed. Build a filtered Select SKUs to Modify list by typing a Begin with or End with text string in the This text field and then clicking on the [Build List] button. Click on an item in the filtered list and then on the [Add to list] button, or simply double-click on an item to add it to the list of items to be changed. Use the numbers and letters under the SKU Starts With heading to build a filtered Select SKUs to Modify list. Click on an item in the filtered list and then on the [Add to list] button, or simply double-click on an item to add it to the list of items to be changed. 5. In the top right corner of the Change Suppliers form, select the current supplier in the [From:] dropdown list and the new supplier in the [To:] dropdown list. 6. Click on the [Make Changes] button. 1/6/ Stone Edge Technologies, Inc.

29 Configuring Inventory for Drop Shipping You will need to configure the drop ship settings for any products that will be drop shipped. Marking an item for drop shipping on the Inventory tab directs the Order Manager to drop ship the item from the primary supplier specified in the product inventory record, using the drop ship settings specified for that supplier. 1. From the Order Manager Main Menu, click on the [Maintenance] icon. 2. Click on the [Inventory & Suppliers] tab. 3. Click on the [Inventory] link. 4. Select the item you want to configure for drop shipping. 5. Click on the [Edit] button. 6. Click in the [Drop Ship] checkbox to enable this feature (top left corner of the Product Info tab), and click [Save]. Editing Inventory The Multi-Record & Price Editor feature of the Order Manager can be used to edit multiple products records. 1. From the Order Manager Main Menu, click on the [Maintenance] icon. 2. Click on the [Inventory & Suppliers] tab. 3. Click on the [Multi-Record & Price Editor] link. The Edit Inventory screen opens. Important Note: The Inventory Tracking option (on the Order Processing tab of the Store Setup Wizard) MUST be enabled before the drop shipping functionality can be used in the Order Manager. Also, each drop ship item must have a primary supplier specified, and that supplier record must be designated as a drop ship supplier. Important Note: Changes entered on this form are saved immediately and cannot be undone. Back up your data BEFORE using this form so you can restore it if you make a major mistake! Step 4: Choose fields to edit Figure 36: Edit Inventory screen 4. Click in the checkboxes next to the fields you want to show and edit. (Note that additional fields are available on the Custom Fields, Web Fields, and Price Changes tabs.) 5. Check the [Supplier] Info box to show the Supplier Name, Cost and Supplier s SKU fields. 6. Edit the fields as necessary (one at a time). 7. Click [Close] to close the Edit Inventory Form. 1/6/ Stone Edge Technologies, Inc.

BSDI Advanced Fitness & Wellness Software

BSDI Advanced Fitness & Wellness Software BSDI Advanced Fitness & Wellness Software 6 Kellie Ct. Califon, NJ 07830 http://www.bsdi.cc SOFTWARE BACKUP/RESTORE INSTRUCTION SHEET This document will outline the steps necessary to take configure the

More information

MAS 90. Installation and System Administrator's Guide 4WIN1010-02/04

MAS 90. Installation and System Administrator's Guide 4WIN1010-02/04 MAS 90 Installation and System Administrator's Guide 4WIN1010-02/04 Copyright 1998-2004 Best Software, Inc. All rights reserved. Rev 02 Contents Chapter 1 Introduction 1 How to Use This Manual 1 Graphic

More information

USER GUIDE VERSION 7.1

USER GUIDE VERSION 7.1 USER GUIDE VERSION 7.1 Revision 1 Modification 3 6/2/15 Message from the Editor: The terms screen, form and interface are used interchangeably throughout this document, as are select and click. Product,

More information

Senior Systems Cloud Services

Senior Systems Cloud Services Senior Systems Cloud Services In this guide... Senior Systems Cloud Services 1 Cloud Services User Guide 2 Working In Your Cloud Environment 3 Cloud Profile Management Tool 6 How To Save Files 8 How To

More information

NAS 253 Introduction to Backup Plan

NAS 253 Introduction to Backup Plan NAS 253 Introduction to Backup Plan Create backup jobs using Backup Plan in Windows A S U S T O R C O L L E G E COURSE OBJECTIVES Upon completion of this course you should be able to: 1. Create backup

More information

Xerox econcierge Account Setup Guide

Xerox econcierge Account Setup Guide Xerox econcierge Account Setup Guide Xerox econcierge Account Setup Guide The free Xerox econcierge service provides the quickest, easiest way for your customers to order printer supplies for all their

More information

Novell ZENworks Asset Management 7.5

Novell ZENworks Asset Management 7.5 Novell ZENworks Asset Management 7.5 w w w. n o v e l l. c o m October 2006 USING THE WEB CONSOLE Table Of Contents Getting Started with ZENworks Asset Management Web Console... 1 How to Get Started...

More information

PCLaw Administration Guide. Version 13.0

PCLaw Administration Guide. Version 13.0 PCLaw Administration Guide Version 13.0. Copyright and Trademark LexisNexis, Lexis, and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license. PCLaw is

More information

PCLaw 11.0. Administration Guide

PCLaw 11.0. Administration Guide PCLaw 11.0 Administration Guide About this guide This guide provides a list of tasks for installing PCLaw Practice Management Software. If you need additional information, refer to the PCLaw Support Center.

More information

GUARD1 PLUS SE Administrator's Manual

GUARD1 PLUS SE Administrator's Manual GUARD1 PLUS SE Administrator's Manual Version 4.4 30700 Bainbridge Road Solon, Ohio 44139 Phone 216-595-0890 Fax 216-595-0991 info@guard1.com www.guard1.com i 2010 TimeKeeping Systems, Inc. GUARD1 PLUS

More information

Partner. Sage Pastel. Accounting. Installation Guide

Partner. Sage Pastel. Accounting. Installation Guide Sage Pastel Accounting Partner Installation Guide Sage Pastel: +27 11 304 3000 Sage Pastel Intl: +27 11 304 3400 www.pastel.co.za www.sagepastel.com info@pastel.co.za info@sagepastel.com Sage Pastel Accounting

More information

Installing Windows Server Update Services (WSUS) on Windows Server 2012 R2 Essentials

Installing Windows Server Update Services (WSUS) on Windows Server 2012 R2 Essentials Installing Windows Server Update Services (WSUS) on Windows Server 2012 R2 Essentials With Windows Server 2012 R2 Essentials in your business, it is important to centrally manage your workstations to ensure

More information

Upgrading MySQL from 32-bit to 64-bit

Upgrading MySQL from 32-bit to 64-bit Upgrading MySQL from 32-bit to 64-bit UPGRADING MYSQL FROM 32-BIT TO 64-BIT... 1 Overview... 1 Upgrading MySQL from 32-bit to 64-bit... 1 Document Revision History... 21 Overview This document will walk

More information

BACKUP UTILITY FOR TIMEFORCE

BACKUP UTILITY FOR TIMEFORCE BACKUP UTILITY FOR TIMEFORCE The "Backup Utility" for TimeForce automatically creates a backup of the information stored in the program database. Backups can be performed manually, or the TimeForce Scheduler

More information

Set Up E-mail Setup with Microsoft Outlook 2007 using POP3

Set Up E-mail Setup with Microsoft Outlook 2007 using POP3 Page 1 of 14 Help Center Set Up E-mail Setup with Microsoft Outlook 2007 using POP3 Learn how to configure Outlook 2007 for use with your 1&1 e-mail account using POP3. Before you begin, you will need

More information

ilaw Installation Procedure

ilaw Installation Procedure ilaw Installation Procedure This guide will provide a reference for a full installation of ilaw Case Management Software. Contents ilaw Overview How ilaw works Installing ilaw Server on a PC Installing

More information

Getting Started Guide. Getting Started With Quick Shopping Cart. Setting up and configuring your online storefront.

Getting Started Guide. Getting Started With Quick Shopping Cart. Setting up and configuring your online storefront. Getting Started Guide Getting Started With Quick Shopping Cart Setting up and configuring your online storefront. Getting Started with Quick Shopping Cart Version 1.2 (12.17.08) Copyright 2007. All rights

More information

Results CRM 2012 User Manual

Results CRM 2012 User Manual Results CRM 2012 User Manual A Guide to Using Results CRM Standard, Results CRM Plus, & Results CRM Business Suite Table of Contents Installation Instructions... 1 Single User & Evaluation Installation

More information

Software Installation and Creating a New Company

Software Installation and Creating a New Company Chapter 1 Software Installation and Creating a New Company OBJECTIVES: 1 System Requirements 2 Software Installation 3 Starting QuickBooks and Creating a New Company 4 Backing up Company Data 5 QuickBooks

More information

TimeValue Software Due Date Tracking and Task Management Software

TimeValue Software Due Date Tracking and Task Management Software User s Guide TM TimeValue Software Due Date Tracking and Task Management Software File In Time Software User s Guide Copyright TimeValue Software, Inc. (a California Corporation) 1992-2010. All rights

More information

CHARTER BUSINESS custom hosting faqs 2010 INTERNET. Q. How do I access my email? Q. How do I change or reset a password for an email account?

CHARTER BUSINESS custom hosting faqs 2010 INTERNET. Q. How do I access my email? Q. How do I change or reset a password for an email account? Contents Page Q. How do I access my email? Q. How do I change or reset a password for an email account? Q. How do I forward or redirect my messages to a different email address? Q. How do I set up an auto-reply

More information

XStream Remote Control: Configuring DCOM Connectivity

XStream Remote Control: Configuring DCOM Connectivity XStream Remote Control: Configuring DCOM Connectivity APPLICATION BRIEF March 2009 Summary The application running the graphical user interface of LeCroy Windows-based oscilloscopes is a COM Automation

More information

BSDI Advanced Fitness & Wellness Software

BSDI Advanced Fitness & Wellness Software BSDI Advanced Fitness & Wellness Software 6 Kellie Ct. Califon, NJ 07830 http://www.bsdi.cc INSTRUCTION SHEET FOR MOVING YOUR DATABASE FROM ONE COMPUTER TO ANOTHER This document will outline the steps

More information

Almyta Control System Advanced Reference Contents

Almyta Control System Advanced Reference Contents Almyta Control System Advanced Reference Contents Almyta Control System Advanced Reference... 1 Software Maintenance... 2 Sharing Your Local Company with Other Users. Networked Installation.... 5 Connecting

More information

Release 2.0. Cox Business Online Backup Quick Start Guide

Release 2.0. Cox Business Online Backup Quick Start Guide Cox Business Online Backup Quick Start Guide Release 2.0 Cox Business Online Backup Quick Start Guide i IMPORTANT: You must notify Cox in advance if you would like to move or relocate your telephone Service.

More information

Transitioning from TurningPoint 5 to TurningPoint Cloud - LMS 1

Transitioning from TurningPoint 5 to TurningPoint Cloud - LMS 1 Transitioning from TurningPoint 5 to TurningPoint Cloud - LMS 1 A Turning Account is a unique identifier that is used to tie together all software accounts and response devices. A Turning Account is required

More information

Server Database Installer for QuicDoc and Office Therapy. Installation Guide

Server Database Installer for QuicDoc and Office Therapy. Installation Guide Server Database Installer for QuicDoc and Office Therapy Installation Guide What you need to know before you start This Guide was written to assist you in installing and setting up the Database system

More information

Batch Eligibility Long Term Care claims

Batch Eligibility Long Term Care claims Hewlett Packard Enterprise Provider Electronic Solutions software lets Connecticut Medical Assistance Program providers verify patient s eligibility and submit and correct claims for services all electronically.

More information

MARCH 2005. Conversion Software User Guide for Windows. Version 2.0

MARCH 2005. Conversion Software User Guide for Windows. Version 2.0 MARCH 2005 CDS Conversion Software User Guide for Windows Version 2.0 Updated: 2/24/2006 Table of Contents CDS Conversion Software V2 for Windows User Guide... 1 System Requirements... 1 Introduction...

More information

InventoryControl for use with QuoteWerks Quick Start Guide

InventoryControl for use with QuoteWerks Quick Start Guide InventoryControl for use with QuoteWerks Quick Start Guide Copyright 2013 Wasp Barcode Technologies 1400 10 th St. Plano, TX 75074 All Rights Reserved STATEMENTS IN THIS DOCUMENT REGARDING THIRD PARTY

More information

Bitrix Site Manager ASP.NET. Installation Guide

Bitrix Site Manager ASP.NET. Installation Guide Bitrix Site Manager ASP.NET Installation Guide Contents Introduction... 4 Chapter 1. Checking for IIS Installation... 5 Chapter 2. Using An Archive File to Install Bitrix Site Manager ASP.NET... 7 Preliminary

More information

Vodafone PC SMS 2010. (Software version 4.7.1) User Manual

Vodafone PC SMS 2010. (Software version 4.7.1) User Manual Vodafone PC SMS 2010 (Software version 4.7.1) User Manual July 19, 2010 Table of contents 1. Introduction...4 1.1 System Requirements... 4 1.2 Reply-to-Inbox... 4 1.3 What s new?... 4 2. Installation...6

More information

How To Configure CU*BASE Encryption

How To Configure CU*BASE Encryption How To Configure CU*BASE Encryption Configuring encryption on an existing CU*BASE installation INTRODUCTION This booklet was created to assist CU*Answers clients with the configuration of encrypted CU*BASE

More information

INSTALLATION INSTRUCTIONS

INSTALLATION INSTRUCTIONS INSTALLATION INSTRUCTIONS Table of Contents Installation Instructions 1 Table of Contents 1 System Requirements 2 Installation 3 Selecting where to Install the Professional Server 3 Installing Prerequisites

More information

AR Collections Manager for Microsoft Dynamics SL

AR Collections Manager for Microsoft Dynamics SL AR Collections Manager for Microsoft Dynamics SL Installation and User s Guide 2009 Stanley Stuart Yoffee & Hendrix, Inc. All Rights Reserved Table of Contents AR COLLECTIONS MANAGER OVERVIEW... 3 Product

More information

Basic Setup Guide. Remote Administrator 4 NOD32 Antivirus 4 Business Edition Smart Security 4 Business Edition

Basic Setup Guide. Remote Administrator 4 NOD32 Antivirus 4 Business Edition Smart Security 4 Business Edition Basic Setup Guide Remote Administrator 4 NOD32 Antivirus 4 Business Edition Smart Security 4 Business Edition Contents Getting started...1 Software components...1 Section 1: Purchasing and downloading

More information

Total Recall Web. Web Module Manual and Customer Quick Reference Guides

Total Recall Web. Web Module Manual and Customer Quick Reference Guides Total Recall Web Web Module Manual and Customer Quick Reference Guides COPYRIGHT NOTICE Copyright 1994-2009 by DHS Associates, Inc. All Rights Reserved. All TOTAL RECALL, TOTAL RECALL SQL, TOTAL RECALL

More information

QUANTIFY INSTALLATION GUIDE

QUANTIFY INSTALLATION GUIDE QUANTIFY INSTALLATION GUIDE Thank you for putting your trust in Avontus! This guide reviews the process of installing Quantify software. For Quantify system requirement information, please refer to the

More information

Quick Start Guide. Highly customizable automated trading Automate your trades according to rules and models you create.

Quick Start Guide. Highly customizable automated trading Automate your trades according to rules and models you create. POWER E*TRADE PRO EXCEL MANAGER Quick Start Guide We are pleased to announce the launch of Excel Manager, an exciting new feature in Power E*TRADE Pro that leverages the flexibility of Microsoft Excel

More information

Quickstart Guide. First Edition, Published September 2009. Remote Administrator / NOD32 Antivirus 4 Business Edition

Quickstart Guide. First Edition, Published September 2009. Remote Administrator / NOD32 Antivirus 4 Business Edition Quickstart Guide First Edition, Published September 2009 Remote Administrator / NOD32 Antivirus 4 Business Edition Contents Getting started...1 Software components...1 Section 1: Purchasing and downloading

More information

Email client configuration guide. Business Email

Email client configuration guide. Business Email Email client configuration guide Business Email August 2013 Contents 1. Mac Email Clients 1.1 Downloading Microsoft Outlook (Professional Plan Users) 1.2 Configuring Microsoft Outlook (Full Exchange Server

More information

Tharo Systems, Inc. 2866 Nationwide Parkway P.O. Box 798 Brunswick, OH 44212 USA Tel: 330.273.4408 Fax: 330.225.0099

Tharo Systems, Inc. 2866 Nationwide Parkway P.O. Box 798 Brunswick, OH 44212 USA Tel: 330.273.4408 Fax: 330.225.0099 Introduction EASYLABEL 6 has several new features for saving the history of label formats. This history can include information about when label formats were edited and printed. In order to save this history,

More information

Archive Attender Version 3.5

Archive Attender Version 3.5 Archive Attender Version 3.5 Getting Started Guide Sherpa Software (800) 255-5155 www.sherpasoftware.com Page 1 Under the copyright laws, neither the documentation nor the software can be copied, photocopied,

More information

Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical

Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical These instructions describe the process for configuring a SAS Metadata server to work with JMP Clinical. Before You Configure

More information

Using Intelligent Inventory with DVM Manager

Using Intelligent Inventory with DVM Manager Using Intelligent Inventory with DVM Manager Revised March 26, 2014 2014 ImproMed, LLC. All rights reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval

More information

MobileStatus Server Installation and Configuration Guide

MobileStatus Server Installation and Configuration Guide MobileStatus Server Installation and Configuration Guide Guide to installing and configuring the MobileStatus Server for Ventelo Mobilstatus Version 1.2 June 2010 www.blueposition.com All company names,

More information

GP REPORTS VIEWER USER GUIDE

GP REPORTS VIEWER USER GUIDE GP Reports Viewer Dynamics GP Reporting Made Easy GP REPORTS VIEWER USER GUIDE For Dynamics GP Version 2015 (Build 5) Dynamics GP Version 2013 (Build 14) Dynamics GP Version 2010 (Build 65) Last updated

More information

Installation and Program Essentials

Installation and Program Essentials CS PROFESSIONAL SUITE ACCOUNTING PRODUCTS Installation and Program Essentials version 2015.x.x TL 28970 3/26/2015 Copyright Information Text copyright 1998 2015 by Thomson Reuters. All rights reserved.

More information

Sage Peachtree Installation Instructions

Sage Peachtree Installation Instructions Sage Peachtree Installation Instructions Quick Tips for Network Install Use the following tips to help you install Sage Peachtree on a network: Always install Sage Peachtree FIRST on the computer that

More information

Team Foundation Server 2012 Installation Guide

Team Foundation Server 2012 Installation Guide Team Foundation Server 2012 Installation Guide Page 1 of 143 Team Foundation Server 2012 Installation Guide Benjamin Day benday@benday.com v1.0.0 November 15, 2012 Team Foundation Server 2012 Installation

More information

FAS Asset Accounting FAS CIP Accounting FAS Asset Inventory SQL Server Installation & Administration Guide Version 2011.1

FAS Asset Accounting FAS CIP Accounting FAS Asset Inventory SQL Server Installation & Administration Guide Version 2011.1 FAS Asset Accounting FAS CIP Accounting FAS Asset Inventory SQL Server Installation & Administration Guide Version 2011.1 2011 Sage Software, Inc. All rights reserved. Published by Sage 2325 Dulles Corner

More information

Welcome to the QuickStart Guide

Welcome to the QuickStart Guide QuickStart Guide Welcome to the QuickStart Guide This QuickStart Guide provides the information you need to install and start using Express Software Manager. For more comprehensive help on using Express

More information

Ajera 7 Installation Guide

Ajera 7 Installation Guide Ajera 7 Installation Guide Ajera 7 Installation Guide NOTICE This documentation and the Axium software programs may only be used in accordance with the accompanying Axium Software License and Services

More information

Using Intelligent Inventory with Vetech Advantage

Using Intelligent Inventory with Vetech Advantage Using Intelligent Inventory with Vetech Advantage Revised March 31, 2014 2014 ImproMed, LLC. All rights reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval

More information

TANDBERG MANAGEMENT SUITE 10.0

TANDBERG MANAGEMENT SUITE 10.0 TANDBERG MANAGEMENT SUITE 10.0 Installation Manual Getting Started D12786 Rev.16 This document is not to be reproduced in whole or in part without permission in writing from: Contents INTRODUCTION 3 REQUIREMENTS

More information

Snow Active Directory Discovery

Snow Active Directory Discovery Product Snow Active Directory Discovery Version 1.0 Release date 2014-04-29 Document date 2014-04-29 Snow Active Directory Discovery Installation & Configuration Guide Page 2 of 9 This document describes

More information

enicq 5 System Administrator s Guide

enicq 5 System Administrator s Guide Vermont Oxford Network enicq 5 Documentation enicq 5 System Administrator s Guide Release 2.0 Published November 2014 2014 Vermont Oxford Network. All Rights Reserved. enicq 5 System Administrator s Guide

More information

TM Online Storage: StorageSync

TM Online Storage: StorageSync TM Online Storage: StorageSync 1 Part A: Backup Your Profile 1: How to download and install StorageSync? Where to download StorageSync? You may download StorageSync from your e-storage account. Please

More information

Omgeo OASYS Workstation Installation Guide. Version 6.4 December 13, 2011

Omgeo OASYS Workstation Installation Guide. Version 6.4 December 13, 2011 Omgeo OASYS Workstation Installation Guide Version 6.4 December 13, 2011 Copyright 2011 Omgeo LLC. All rights reserved. This publication (including, without limitation, any text, image, logo, compilation,

More information

Installation instructions for MERLIN Dashboard

Installation instructions for MERLIN Dashboard Installation instructions for MERLIN Dashboard Contents Installation Prerequisites:... 2 Procedure to manually backup and restore Views and Settings in AxOEE Manager... 3 For XP users go to:... 3 For Vista

More information

1-Step Appraisals Jewelry Appraisal Software

1-Step Appraisals Jewelry Appraisal Software User Guide for 1-Step Appraisals Jewelry Appraisal Software Version 5.02 Page Table of Contents Installing 1-Step Appraisals... Page 3 Getting Started... Page 4 Upgrading from a Previous Version... Page

More information

Abila MIP. Installation User's Guide

Abila MIP. Installation User's Guide This is a publication of Abila, Inc. Version 2014.x Copyright 2013 Abila, Inc. All rights reserved. Abila, the Abila logos, and the Abila product and service names mentioned herein are registered trademarks

More information

E-Notebook SQL 12.0 Desktop Database Migration and Upgrade Guide. E-Notebook SQL 12.0 Desktop Database Migration and Upgrade Guide

E-Notebook SQL 12.0 Desktop Database Migration and Upgrade Guide. E-Notebook SQL 12.0 Desktop Database Migration and Upgrade Guide E-Notebook SQL 12.0 Desktop Database Migration and Upgrade Guide 1. Introduction... 3 2. Database System... 3 2.1. Software requirements... 3 2.2. Analysis of E-Notebook 10.0 and 11.0 database... 4 2.3.

More information

Installation and Program Essentials

Installation and Program Essentials CS PROFESSIONAL SUITE ACCOUNTING PRODUCTS Installation and Program Essentials version 2010.x.x TL 22538 (5/25/10) Copyright Information Text copyright 1998 2010 by Thomson Reuters/Tax & Accounting. All

More information

http://docs.trendmicro.com

http://docs.trendmicro.com Trend Micro Incorporated reserves the right to make changes to this document and to the products described herein without notice. Before installing and using the product, please review the readme files,

More information

formerly Help Desk Authority 9.1.3 Upgrade Guide

formerly Help Desk Authority 9.1.3 Upgrade Guide formerly Help Desk Authority 9.1.3 Upgrade Guide 2 Contacting Quest Software Email: Mail: Web site: info@quest.com Quest Software, Inc. World Headquarters 5 Polaris Way Aliso Viejo, CA 92656 USA www.quest.com

More information

Sage ERP MAS 90 Sage ERP MAS 200 Sage ERP MAS 200 SQL. Installation and System Administrator's Guide 4MASIN450-08

Sage ERP MAS 90 Sage ERP MAS 200 Sage ERP MAS 200 SQL. Installation and System Administrator's Guide 4MASIN450-08 Sage ERP MAS 90 Sage ERP MAS 200 Sage ERP MAS 200 SQL Installation and System Administrator's Guide 4MASIN450-08 2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos and the Sage product

More information

STATISTICA VERSION 10 STATISTICA ENTERPRISE SERVER INSTALLATION INSTRUCTIONS

STATISTICA VERSION 10 STATISTICA ENTERPRISE SERVER INSTALLATION INSTRUCTIONS Notes: STATISTICA VERSION 10 STATISTICA ENTERPRISE SERVER INSTALLATION INSTRUCTIONS 1. The installation of the STATISTICA Enterprise Server entails two parts: a) a server installation, and b) workstation

More information

Roth IRA Conversion Evaluator

Roth IRA Conversion Evaluator Roth IRA Conversion Evaluator Quick Start Guide 2009, WoltersKluwer. All Rights Reserved. Page 1 of 36 Table of Contents Roth IRA Conversion Evaluator Quick Start Guide Getting Started... 3 About the Roth

More information

eadvantage Certificate Enrollment Procedures

eadvantage Certificate Enrollment Procedures eadvantage Certificate Enrollment Procedures Purpose: Instructions for members to obtain a digital certificate which is a requirement to conduct financial transactions with the Federal Home Loan Bank of

More information

Outlook 2010 Setup Guide (POP3)

Outlook 2010 Setup Guide (POP3) Versions Addressed: Microsoft Office Outlook 2010 Document Updated: 8/31/2012 Copyright 2012 Smarsh, Inc. All rights Purpose: This document will assist the end user in configuring Outlook 2010 to access

More information

Table of Contents. Table of Contents

Table of Contents. Table of Contents Table of Contents Setup Instructions... 1 Step 1: Download the Required Components... 1 Step 2: Install and Run the Online Backup Module... 3 Step 3: Sign-Up to the Online Backup Service... 4 Step 4: Configure

More information

User Guide. Version 3.0 April 2006

User Guide. Version 3.0 April 2006 User Guide Version 3.0 April 2006 2006 Obvious Solutions Inc. All rights reserved. Dabra and Dabra Network are trademarks of Obvious Solutions Inc. All other trademarks owned by their respective trademark

More information

Migrating From Bobcat Mail To Google Apps (Using Microsoft Outlook and Google Apps Sync)

Migrating From Bobcat Mail To Google Apps (Using Microsoft Outlook and Google Apps Sync) Migrating From Bobcat Mail To Google Apps (Using Microsoft Outlook and Google Apps Sync) This document is intended for those users moving from WVWC s Bobcat Mail system to the new Google Apps mail system

More information

Crystal Reports Installation Guide

Crystal Reports Installation Guide Crystal Reports Installation Guide Version XI Infor Global Solutions, Inc. Copyright 2006 Infor IP Holdings C.V. and/or its affiliates or licensors. All rights reserved. The Infor word and design marks

More information

NETWRIX EVENT LOG MANAGER

NETWRIX EVENT LOG MANAGER NETWRIX EVENT LOG MANAGER ADMINISTRATOR S GUIDE Product Version: 4.0 July/2012. Legal Notice The information in this publication is furnished for information use only, and does not constitute a commitment

More information

Sage 100 ERP. Installation and System Administrator s Guide

Sage 100 ERP. Installation and System Administrator s Guide Sage 100 ERP Installation and System Administrator s Guide This is a publication of Sage Software, Inc. Version 2014 Copyright 2013 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the

More information

Getting Started - The Control Panel

Getting Started - The Control Panel Table of Contents 1. Getting Started - the Control Panel Login Navigation Bar Domain Limits Domain User Account Properties Session Management 2. FTP Management Creating and Editing Users Accessing FTP

More information

Installing LearningBay Enterprise Part 2

Installing LearningBay Enterprise Part 2 Installing LearningBay Enterprise Part 2 Support Document Copyright 2012 Axiom. All Rights Reserved. Page 1 Please note that this document is one of three that details the process for installing LearningBay

More information

Features - Microsoft Data Protection Manager

Features - Microsoft Data Protection Manager Page 1 of 63 Features - Microsoft Data Protection Manager TABLE OF CONTENTS OVERVIEW SYSTEM REQUIREMENTS - MICROSOFT DATA PROTECTION MANAGER INSTALLATION Install the Microsoft Data Protection Manager BACKUP

More information

WhatsUp Gold v16.1 Database Migration and Management Guide Learn how to migrate a WhatsUp Gold database from Microsoft SQL Server 2008 R2 Express

WhatsUp Gold v16.1 Database Migration and Management Guide Learn how to migrate a WhatsUp Gold database from Microsoft SQL Server 2008 R2 Express WhatsUp Gold v16.1 Database Migration and Management Guide Learn how to migrate a WhatsUp Gold database from Microsoft SQL Server 2008 R2 Express Edition to Microsoft SQL Server 2005, 2008, or 2008 R2

More information

GFI Product Manual. ReportPack Manual

GFI Product Manual. ReportPack Manual GFI Product Manual ReportPack Manual http://www.gfi.com info@gfi.com The information and content in this document is provided for informational purposes only and is provided "as is" with no warranty of

More information

SQL Server 2005: Report Builder

SQL Server 2005: Report Builder SQL Server 2005: Report Builder Table of Contents SQL Server 2005: Report Builder...3 Lab Setup...4 Exercise 1 Report Model Projects...5 Exercise 2 Create a Report using Report Builder...9 SQL Server 2005:

More information

Contents. Hardware Configuration... 27 Uninstalling Shortcuts Black...29

Contents. Hardware Configuration... 27 Uninstalling Shortcuts Black...29 Contents Getting Started...1 Check your Computer meets the Minimum Requirements... 1 Ensure your Computer is Running in Normal Sized Fonts... 7 Ensure your Regional Settings are Correct... 9 Reboot your

More information

USING STUFFIT DELUXE THE STUFFIT START PAGE CREATING ARCHIVES (COMPRESSED FILES)

USING STUFFIT DELUXE THE STUFFIT START PAGE CREATING ARCHIVES (COMPRESSED FILES) USING STUFFIT DELUXE StuffIt Deluxe provides many ways for you to create zipped file or archives. The benefit of using the New Archive Wizard is that it provides a way to access some of the more powerful

More information

KeyAdvantage System DMS Integration. Software User Manual

KeyAdvantage System DMS Integration. Software User Manual KeyAdvantage System DMS Integration Software User Manual ii Copyright Disclaimer Trademarks and patents Intended use EMC Directive Regulatory 2013 United Technologies Corporation. All rights reserved.

More information

QSalesData User Guide

QSalesData User Guide QSalesData User Guide Note: In addition to this User Guide, we have an extensive Online Video Library that you can access from our website: www.qsalesdata.com/onlinevideos Updated: 11/14/2014 Installing

More information

Creating Reports with Microsoft Dynamics AX SQL Reporting Services

Creating Reports with Microsoft Dynamics AX SQL Reporting Services Creating Reports with Microsoft Dynamics AX SQL Reporting Services. Table of Contents Lab 1: Building a Report... 1 Lab Objective... 1 Pre-Lab Setup... 1 Exercise 1: Familiarize Yourself with the Setup...

More information

Step-by-Step Configuration Instructions

Step-by-Step Configuration Instructions Overview Harvard Medical School (HMS) recently made some adjustments to allow students the ability of accessing their HMS student email remotely with a desktop email client. Students may now use a secure

More information

MagayaSoftware CustomizationManual

MagayaSoftware CustomizationManual MagayaSoftware CustomizationManual Guideto AutomatingAccountingTransactions CustomizingRatesandTarifs CreatingCustom Fields CustomizingDocuments AddingJavaScripttoDocuments Magaya Software Customization

More information

Video Administration Backup and Restore Procedures

Video Administration Backup and Restore Procedures CHAPTER 12 Video Administration Backup and Restore Procedures This chapter provides procedures for backing up and restoring the Video Administration database and configuration files. See the following

More information

StruxureWare Power Monitoring 7.0.1

StruxureWare Power Monitoring 7.0.1 StruxureWare Power Monitoring 7.0.1 Installation Guide 7EN02-0308-01 07/2012 Contents Safety information 5 Introduction 7 Summary of topics in this guide 7 Supported operating systems and SQL Server editions

More information

Premier Installation 2013.1 Guide for SQL Server Administrators

Premier Installation 2013.1 Guide for SQL Server Administrators for Depreciation, Tracking, Planning, and Reporting Premier Installation 2013.1 Guide for SQL Server Administrators Premier Installation Guide Version 2013.1 Contents Chapter 1. Introduction Supported

More information

Getting Started Guide. Getting Started With Web Store Design

Getting Started Guide. Getting Started With Web Store Design Getting Started Guide Getting Started With Web Store Design Getting Started with Web Store Design Copyright 2009. All rights reserved. Distribution of this work or derivative of this work is prohibited

More information

Verizon Remote Access User Guide

Verizon Remote Access User Guide Version 17.12 Last Updated: August 2012 2012 Verizon. All Rights Reserved. The Verizon names and logos and all other names, logos, and slogans identifying Verizon s products and services are trademarks

More information

Mechanics Bank Mobile Banking Mobile Finance Manager (MFM) Application Windows Mobile Phone Installation

Mechanics Bank Mobile Banking Mobile Finance Manager (MFM) Application Windows Mobile Phone Installation Mechanics Bank Mobile Banking Mobile Finance Manager (MFM) Application Windows Mobile Phone Installation Thank you for your interest in Mechanics Bank Mobile Banking. This guide will help you get started

More information

Accounts Production Installation Guide

Accounts Production Installation Guide Accounts Production Installation Guide Copyright statement Sage (UK) Limited and Sage Hibernia Limited, 2014. All rights reserved. If this documentation includes advice or information relating to any matter

More information

Abila MIP. Installation Guide

Abila MIP. Installation Guide This is a publication of Abila, Inc. Version 2015.x Copyright 2014 Abila, Inc. All rights reserved. Abila, the Abila logos, and the Abila product and service names mentioned herein are registered trademarks

More information

Upgrading from Call Center Reporting to Reporting for Contact Center. BCM Contact Center

Upgrading from Call Center Reporting to Reporting for Contact Center. BCM Contact Center Upgrading from Call Center Reporting to Reporting for Contact Center BCM Contact Center Document Number: NN40010-400 Document Status: Standard Document Version: 02.00 Date: June 2006 Copyright Nortel Networks

More information

Installation Instructions Release Version 15.0 January 30 th, 2011

Installation Instructions Release Version 15.0 January 30 th, 2011 Release Version 15.0 January 30 th, 2011 ARGUS Software: ARGUS Valuation - DCF The contents of this document are considered proprietary by ARGUS Software, the information enclosed and any portion thereof

More information