**************************** InvPOS ********************************
Invoice and Point-of-Sale Software for small businesses.

How to use the InvPOS version 1.xx  ** UNREGISTERED **

*** THIS IS A FULL WORKING VERSION! ***

This program is not hindered in anyway.  I have strived to make
this software as robust and bug free as possible.  If you notice
anything wrong while running this software, please email me as
soon as possible and report the problem.  I will fix it as promptly
as I can.

The latest version of the software can always be found at:

http://www.cs.ucf.edu/~feuerbac/invpos.html

Thank you for obtaining a copy of the InvPOS.

The distribution file you obtained should contain the following files:

POS.EXE            ===> The main program.
POSSETUP.EXE       ===> The setup program.
USING-IT.DOC       ===> This document.
ORDERFRM.DOC       ===> An order form to register your copy. of this software.
LICENSE.DOC        ===> A legal statement concerning use of this software.
FILE_ID.DIZ        ===> File description.
README.TXT         ===> Initial information.
LOGO.EXE           ===> The FeuerSoft logo.
EGAVGA.BGI         ===> Graphics drivers for EGA/VGA monitors.
HERC.BGI           ===> Graphics drivers for Hercules monitors.
SANS.CHR           ===> Type font.
SYSTMINF.DAT       ===> System configuration file. (made by possetup.exe).
LINED31.DAT        ===> A sample line containing inventory items.
LINEA42.DAT        ===> A sample line containing inventory items.
INVOICEN.DAT       ===> The next invoice number.
POSTDATE.DAT       ===> The posting date.
LINECODE.DAT       ===> List of line codes.
INVOICES.DAT       ===> File containing previous finalized invoices.
VENDORSN.DAT       ===> List of vendors.
PURCHORN.DAT       ===> The next po number.

*************** INFO ABOUT THE PROGRAM ************************************

If you have any questions or suggestions on improving the program
please contact me via:

          email: feuerbac@cs.ucf.edu

**************  SETTING UP THE PROGRAM ************************************

The fist thing you should do is create a directory to put the files
that came in the original distribution zip file.  You can name it anything
you want.  An example would be:

           C:\>MD POS

Then you should copy all of the files that came with this readme file to the
new directory.	An example of this would be if you extracted the distribution
file on drive A: then you could type:

           A:\>COPY *.* C:\POS

This would copy all the distribution files to the directory you created on
drive C.

After you have copied all the files to drive C you should then log to this
new directory on drive C by typing:

			   A:\>C:
                           C:\>CD POS

Then you should run the program called POSSETUP.EXE.  You will type:

                           POSSETUP

This program is used to tell the price tool program how it should be configured
when its run.  You should only need to run possetup.exe once unless you change
some of the initial settings.  After you are done entering the initial setup
information, hit the esc key to save and exit this program.

*********************  RUNNING THE PROGRAM ***********************************

Now your ready to run the POS.EXE Inventory and Point-of-Sale program.
To do this just type:
                           POS

Now that you have run the program, using it is simple.

First, hit the F1 key to see a screen of available options.  This is pretty
self explanatory.  You should have no problem figuring out how to use most of
the features of this program.  Below is a list of options with an explanation
of what they do.

F1)  Help screen.  This displays the list of available options.

F2)  List parts.  This will list the parts in a particular line.  To start
      listing parts, you need only enter the line code of the line you
      want to list.  There is no need to enter a part number.

F3)  Run setup.  This will run the setup program.  It allows you to change
      system defaults and various settings.

F4)  Hold and post new invoice.  This will post the current invoice but
      it will not print it.  This is the same as F6 except that the invoice
      does not print out.  You can later recall this invoice to add items to
      it.  You should be careful when hitting the functions keys.  If you hit
      F4 again, it will post the same invoice again and assign it a new
      invoice number.

F5)  Invoice entry screen.  This is the screen that is used to enter items
      to an invoice.  You can switch back and forth between this invoice screen
      and the main screen anytime you want.  None of the items you have entered
      will be lost when you switch back to the main screen.  Further, any item
      added to the invoice will not be subtracted from inventory until you
      post the invoice by hitting either F4 (hold) or F6 (print).

F6)  Print and post new invoice.  This will post the invoice, that is, it will
      update the part records which are being sold, as well as update the
      customer record which the invoice is being sold to.  It will then print
      the invoice to the printer or to a file called invoice.txt depending
      on how you've set the print option in setup (by using F3).

F7)  Print quote or Re-print current invoice.  If you haven't printed an
      invoice using F6 or you've cleared the invoice screen using F9, this
      option will print the current invoice screen as a quote invoice.  It
      will print what looks the same as an invoice except that it will have
      the word "qoute" in place of an invoice number.  This will also ask
      you for the amount tendered and will print the change due. If you've
      recently printed an invoice using F6, then this option will simply
      re-print that same invoice using the same invoice number.  It will NOT
      re-post the contents of the invoice either to the inventory or to the
      customers account.

F8)  Print quote invoice.  This will print out an invoice that you've
      entered but it will not assign a new invoice number or post any of
      contents of the invoice to either the inventory or to the customer
      account.  It will not ask you for the amount tendered and will not
      print the change due.  This is so you can give a quote to a customer
      who is not ready or sure they want to buy.

F9)  Clear invoice.  This will erase all the entries of the current invoice
      and make it ready for you to start a new invoice.  It leaves the current
      PO, salesperson code, and customer account number on the invoice.

F10)  Enter a mode.  Lets you enter a mode from a list of available modes.
       These modes allow you to enter data into your system like line codes,
       vendor codes, and customer info.

TAB)  Goto next field.  Allows you to advance to the next field on the screen.
       This is a primary way of navigating around the screens.

SHIFT-TAB)  Goto previous field.  Allows you to go to a previous field on the
       screen.  This is a primary way of navigating around the screens.

Page Up)  Goto superseded part.  When a part number is displayed on the screen,
       and it has a superseding part number, this will automatically go to
       the superseded part if it is in the part file.

Page Down)  Goto next part.  When a part number is displayed on the screen,
       This will move to the next part number in the line and display it.

ENTER)  Display part.  On the main screen, you display a part by first
       typing in its line code and part number.  Then when you hit enter,
       the part will be displayed if its in that lines part file.

ALT-I)  Enter or update part.  With a part displayed or a new part and
        line code typed in, this will prompt you to hit the insert key if
        you really want to enter or update the part.  This is the only way
        of entering new parts as well as changing data on existing parts.

ALT-D)  Delete current part.  With a part displayed on the screen, this
        will prompt you to hit the delete key if you really want to delete
        the current part number.  This is the only way of deleting a part
        from the part file.

ALT-R)  Recall an invoice.  This will prompt you to enter an invoice number.
       If it finds that invoice number on disk, it will load it into the
       main invoice screen and put you into that screen.  You can then use
       it to re-print or add items to it and post a new invoice.  In which
       case it will become a new invoice with a new invoice number assigned
       to it and when you print it using F6 it will be posted to inventory
       and the customer's record.  This is useful if you have customers that
       order the same thing over and over.

ALT-V)  Print version number.  Displays the program version number on the
       screen.  This will allow you to see if your program is the most up
       to date version available.  I always have the latest version posted
       on my website at: http://www.cs.ucf.edu/~feuerbac/invpos.html

*** POSTING DATE *********************************************************

The "post date" is the date that gets printed on the invoice.  It does not
change automatically and you must update it on a daily basis to reflect your
desired posting date.  This is done by hitting F3 and tabbing to the post
date field.  Then, hit the Esc key to save and exit the setup screen.

*** INVENTORY ***********************************************************

To look up a part number simply type the line code then hit your TAB
key.  This will advance you to the Part number field.  Now enter the
part number you want to view.  Next hit the ENTER key.  If the part exists,
it will then be displayed on the screen.  If it doesn't exist, it will tell
you with a message and a beep.  If you want to enter the part then fill out
the fields you want and hit ALTERNATE-I.  It will prompt you to hit the
INSERT key to actually save the part.  If the part exists, then this will
actually update the part number rather than enter it.  Otherwise it will
save it as a new part.

To delete a part, enter the part number and display it first.  Then type
ALTERNATE-D an it will prompt you to hit the DELETE key to actually delete
the part.  If you really want to delete the part then hit the delete key.

If the part you are displaying has a superseded part number in the
superseded part field, you can hit the page-up key and it will automatically
go to the superseded part number if it is in the part file.  This will save
you the time of having to type the part number in.

*** INVOICES *************************************************************

To create and invoice hit the F5 key.  This will put you in the invoice
screen.  You can enter any of the fields you want and up to ten items.  By
hitting the Esc or ENTER key, you can go back to the main screen and continue
entering or viewing parts.  Whey you hit the F5 key again your invoice will be
restored and you can continue working on it.

When you enter a line code and part number and then hit your TAB key, it will
try to find the part in your inventory file.  If it exists, it will
automatically put the "Jobber Price", "Resale Core", and "List Price" prices
into the "Price, Core and List" fields on the invoice.  It will also put the
description in the appropriate field.  This is to save you time.  If the part
does not exist in inventory, nothing will be displayed and you will need to
fill the appropriate fields out yourself.

When you are done entering items to an invoice, hit either the Esc key or the
enter key to return to the main inventory screen.

When you are ready to print your invoice, adjust your printer paper and turn
on your printer (if its not already on).  Note: never turn the platen knob on
your printer when its turned on.  You can damage the motor.  Then, from the
main inventory screen, hit the F6 key.  This will print the invoice and also
post the items on the invoice, that is, subtract the quantities from inventory,
adjust sales counts, and add the dollar amount to the customers record.

When you want to start a new invoice just hit the F9 key and this will clear
the current one, or you can hit F5 to continue editing the current one.

Every time you print an invoice it advances the invoice number by one, so
in order to re-print invoices (for those who don't use multi-part invoices)
you can hit the F7 key.  This will print the invoice using the current invoice
number.  You can also print quote invoices by hitting the F8 key.

Codes you can enter in the TypeT field:

R = A new return.  This will cause the quantity to go negative and the
    description will automatically change to "* RETURN *".  The quantity will
    be added back to the stock quantity in your inventory file.  Also, the
    customer's new return quantity in thier record will be incremented
    accordingly.

F = A faulty return.  This is just like 'R' except that the quantity is not
    added to the quantity in your inventory file and the customers faulty
    return amount in their record is incremented accordingly.

D = A discount.  You should enter a d followed by a percent like D10 will
    discount the sell price by 10%.  It will automatically update the sell
    price field as well as put "DISCOUNTED" in the description field.

X = Core exchange.  This will remove the core price from the core price
    field and put "EXCHG" in its place.  The customer will not be charged
    for a core on this part.


The "T" field is the tax field.  If you have the system default (using F3) set
to NOT tax anything, then you can tax an individual item by putting a 'Y' in
this field.  If you set the system default to tax everything, then you can
make an item untaxed by entering an 'N' in this field.  Usually you won't use
this field.  You'll just rely on the system default setting.

*** MODES *******************************************************************

In order to work with line, vendor codes, and purchase orders you have to
use "modes".  A mode is a three character combination.  Pressing F10 will take
you to the mode screen which lists the available modes.

*** LINE CODE & VENDOR CODES ************************************************

You need to enter your vendor records and line codes in order to work with
purchase orders.  You must enter a line code for each line you want to order
from.  Each line code entry has a vendor code associated with it.  Each part
number that you enter in your inventory will have a line code associated with
it.  These line codes are what you will describe using the line code
mode.

You must enter a vendor record for each vendor you want to create purchase
orders for.  This information enables the printout to specify the correct
information when creating a purchase order.

Future enhancements to the software will be to include purchased amounts for
quarters, years, etc for both lines and vendors.

*** PURCHASE ORDERS **********************************************************

A purchase order is an order that you make to your supplier to replenish your
stock.  This system allows you to create and print purchase orders as well
as automatically receive the purchase order.  The order in which to follow to
create a complete purchase is as follows:

Mode:

CNO = Create a new order.  This will examine each item number and subract the
quantity on hand + quantity on order from the order point.  If the remainder
is greater than zero this is the number it will place in the new order field.
After this is done, you can then edit the new order field before actually
creating the final purchase order.  This will allow you to add your special
orders etc to the new order.

CPO = Create and print a final PO.  This will go through the items and
print out a purchase order for each part that has a quantity in its new order
field.  It then adds the new order quantity to the quantity on order field and
then clears the new order field.  Based on how you setup the system using F3,
it will either print the PO to the printer, or to a file called FINAL_PO.TXT.
If you set Print to file to 'Y' in the system setup (F3) then both your
invoices and your po's will print to files rather than to your printer.
Printing to a file will allow you to use your favorite program to print the
PO with the fonts you want.

RPO = Receive a PO.  This will receive all the part numbers in the po file
corresponding to the po number you entered when it prompted you for it.
It will add the quantity ordered to the quantity on hand.  It then subtracts
the quantity ordered from the quantity on order field.  If your po arrives
from your supplier incomplete you'll either need to go back after you've
received the po and adjust the quantity on hand and quantity on order amounts
or don't use the RPO mode and receive each item by actually adjusting the
quantity on hand and quantity on order yourself.

Future versions of the software will have a "Receive po manual mode" which
will allow you to manually cycle through the part numbers in your po and
receive them individually which will adjust the quantities for you on an
individual basis.

*****************************************************************************

The currently implemented modes are:

ELR = Enter/Edit New Line Record
DLR = Delete a Vendor Record
VLR = View Line Records

EVR = Enter/Edit Vendor Record
DVR = Delete a Vendor Record
VVR = View Vendor Records

VNO = View a New Order Test
CNO = Create New Order
CPO = Create and Print a PO
RPO = Receive a Whole PO
PPO = Re-print a PO

-----------------------------------------------------------------------------

This program is ideal for use with cheap older computers as far back as the
8088 IBM-PC.  An 80286/386 are perfectly adequate to run this program
effectively.  If you have a 486 or Pentium then it will be very fast.  I
chose this program to run under 16-bit DOS because it is a very stable
operating system.  I anticipated that you would probably have your terminal
in a dusty environment and it is dedicated to being a sales terminal.

I hope you enjoy this program and if you do use it, please register it.
To register this program please print the file called ORDERFRM.DOC.

Thanks.

Copyright Fritz Feuerbacher 1996-99,2000.
All Rights Reserved.
