KA SPENCER - Wiltshire, UK
Telephone: (+44) (0)843 289 9728
Email: kas at kaspencer dot com

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                                    SaleSys Sales Management - Principal Screens (EXIT from the bottom of the page)

MAIN OPTIONS SCREEN

All Data and Options in SaleSys Sales Management are accessed via the Main Options Screen, which is shown immediately after a successful login.
Select REPORTS to choose from a range of reports.
Select MAINTAIN (Alt+M) to:
- set OPTIONS
- define CONSTANTS
- set your Web Extensions password
- reset YOUR password
- create & set USERS and their ROLES
- BACKUP the system data files
- COMPACT the system data files (help)
Select CODES to amend and create these items in accordance with the SaleSys User Guide.
Select LICENCE to see your user licence.
Select ABOUT to see version and other details of your copy of SaleSys Sales Management.




ORGANISATIONS (DETAIL SCREEN)

An Organisation in SaleSys is any individual, institution or company with whom you trade.

After a click on the Organisations button, the Organisations List allows the selection of an Organisation Record for editing or examination.
You may also create new Organisation records.
Organisations must have:
- Name, Code, Address, a Currency and at least one Role.
Organisations may have:
- Company & VAT Registration numbers, VAT Territory, Telecomms and Contact details.
Organisations may also have:
- Bank account details and a preferred Label format.
All information is date-ranged, so that past information can easily be accessed if required.
Any number of roles can be created and applied.
Any number of Telecommunication types can be created and applied.
The system is multi-currency.

COMMODITIES (DETAIL SCREEN)

A Commodity in SaleSys is any resource, be it time, labour, money, product, service which you use, buy or sell, in your business, for which you may or may not pay or charge.

After a click on the Commodities button, the Commodities List allows either the Creation of a New Commodity, or the selection of an existing Commodity Record for editing or examination.
Commodities must have:
 - a Name, Code Type and Department.
Commodities may have:
 - Ranged Purchase Cost & Supplier, and Ranged Selling Price(s).
Commodities may also have:
 - Commodity Batches optionally with Warranty management.






TRANSACTIONS (DETAIL SCREEN)

A Transaction in SaleSys is an agreement between your business and one of your Organisations, whereby you may provide or be provided with goods or services at an agreed cost.

After a click on the Transactions button, the Transactions List allows either the Creation of a New Transaction, or the selection of an existing Transaction Record for editing or examination.

Transaction Records must have:
- a Transaction ID, Reference, Date, Type, Status, Cost Centre and Organisation. Some of these items are automatically assigned, some are editable.
Transaction Records may have:
- your organisation contact, amount, VAT, total, Date Processed, any number of Transaction Lines which may also have Transaction Batches which in turn may have Serial numbers and Warranties assigned.

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