Metarim Pocket Salewiz 2.0 User Manual    Table of Contents   Overview of the Product Customer List Vendor List Category List Sale Tax List Product List Estimate, Sell and Purchase Interface Print Function Setup Adjust Product On Hand Import/Export Data. Reports.           Overview of the Product     The Pocket Salewiz is a pocket pc based business software. It provides database functions to manage your inventory, customers database, vendors database and purchase/sell transactions and inventory stock adjustment transaction. It is running on Microsoft Pocket PC operating system and provides a mobile way for your business management.   The Main Pocket Salewiz features includes:     Inventory Control: the program provides a group of functions that track the activities of inventory assets account. It provides functions of creating a product item, automatically post a transaction in the event of the inventory purchase, sell and stock quantity changed. It provides inventory asset account register that you can review all the transactions and inventory values changing history.   Purchase Products: the Pocket Salewiz provides a convenient user interface to record product purchase transactions. It will automatically update your latest purchase price for a product so you can always have the latest purchase price updated. The purchase transaction will update your inventory stock quantity and the program will calculate the average cost based on the previous stock quantity, current average price and current purchase quantity and purchase price.   Sell Products: the program provides a friendly user interface to compose a sell transaction. Just click to select products and quantities, it will calculate the total dollar amount for you and even including sale tax calculation. The sale tax is defined in the individual product level and Pocket Salewiz will add the applied sale tax to the amount total that you will charge the customer. The product sale transaction will update your inventory stock quantity. The sale price can be changed at selling time so you have flexibility for set a selling price for each transaction.   Easy of Transaction Modification: you can edit your transactions later anytime, the program will refresh the database for all necceary changes for the modification you make for the earlier transactions.   Customer Database: the program maintains a customer database.   Vendor Database: the program maintains a vendor database. The product database can use vendor name as a prefer vendor for the product. When you purchase product, it will automatically select the prefer vendor as default setting. You can modify it.   Sale Tax List: the program maintains a sale tax list. A sale tax can be applied to a single product for the applied sale tax. The sale tax will take effect when post a sale transaction.   Category List: the program maintains a product category list. You can do transaction report based on the categories.   Reports: the Pocket Salewiz provides a group of report functions for the inventory valuation reports, purchases transaction reports and sales transaction reports.   Import/Export Data: the program use the CSV(comma delimited) file format as standard import/export file format. It provides a way that you can exchange the data with other business application by providing the import/export functions for the customer list, vendor list and product list. . You can editing the CSV file in your spread sheet application and import to the Pocket Salewiz at the convenience of your personal computer. You can also save the report result to a CSV (comma delimiled) file for the futher use.           Customers List     To use the customer window, you can use menu: Tools | Customers | Customers List, or use the Customers List Icon.   Buttons for the Customer List:     New   Click New button to create a new customer record.   Edit   Click Edit button to edit an existing customer. You must select an item first to use the button.   Delete   Click Delete button to delete an existing customer from the database. You must select an item first to use the button.   The Customer Setup Dialog is an interface your create or edit the customer’s data. Click OK to save the change. Click Cancel to discard the change.         Vendors List     To use the Vendors window, you can use menu: Tools | Vendors | Vendors List, or use the Vendors List Icon.   Buttons for the Vendors List:   New   Click New button to create a new Vendor entry. Edit   Click Edit button to editing an existing Vendor. You must select an item first to use the button.   Delete   Click Delete button to delete an existing Vendor from the database. You must select an item first to use the button.   The Vendor Setup Dialog is an interface your create or edit the Vendor’s data. Click OK to save the change. Click Cancel to discard the change.         Sale Tax List   To use the tax list window, you can use menu: Tools | Lists | Sale Tax List, or use the Sale Tax List Icon.   Buttons for the Sale Tax List:     Add   Input fields of Sale Tax and Rate, Click Add button to create a new Sale Tax. Update   First you must click one of the sale tax item in the list box and modify the contents. Click Update button to update the modification you made for a sale tax item. Delete   First you must click one of the sale tax item in the list box . Click Delete button to delete an existing sale tax from the database. Click close window icon to close the dialog.         Category List     To use the category dialog, you can use menu: Tools | Lists | Category List, or use the Category List Icon.   Buttons for the Category List:     Add   Input field of Category, Click Add button to create a new Category. Update   First you must click one of the Category items in the list box and modify the contents. Click Update button to update the modification you made for a Category item. Delete   First you must click one of the Category item in the list box . Click Delete button to delete an existing Category from the database. Click close window icon to close the dialog.         Product List     To use the customer window, you can use menu: Tools | Product List, or use the Products List Icon.   Buttons for the Products List:     New   Click New button to create a new product record. It will post a product openning transaction in the inventory assets account. Edit   Click Edit button to editing an existing product record. You must select an item first to use the button. Any change on the On Hand value will post an adjustment transaction in the inventory assets account. Delete   Click Delete button to delete an existing product from the database. You must select an item first to use the button. It will post a product close transaction in the inventory assets account.   The Item Setup Dialog is an interface your create or edit the product data. Click OK to save the change. Click Cancel to discard the change. Click New button will create a new category, click New Tax button will create a new Sale Tax.         Estimate, Sell and Purchase Products   To use the esitmate dialog, you can use menu: Tools | Customer | Estimate, or use the Estimate Icon. To use the sell  dialog, you can use menu: Tools | Customer | Sell, or use the Sell Icon. To use the purchase dialog, you can use menu: Tools | Customer | Sell | Purchase , or use the vIcon. Buttons for the Sell and Purchase Product Dialog:     New   Click New button to add a new item. It will open the item dialog, and you can modify the sale item in the item dialog. Edit   Click Edit button to editing an existing sale item from the transactoin. Delete   Click Delete button to delete an existing sake item from transaction. Print SaleWiz uses the Desktop PC's printer to print out Invoice/Purchase Order. You must connect the Pocket PC to Desktop PC with MS ActiveSync 3.1 or higher. The Metarim PrinterLink must be installed on the PC. Data Fields:   Date is the field for the transaction date. Customer or Vendor is the field for the customer that you sell the products to. Inv Num is the invoice number field. The tax total will show in Tax field and the total dollar amont including the tax total will be in the Total field. The sale transaction will be post in the invetory assets account for each individule sale item. Conv is to convert Esitmate as Invoice       Print through Desktop PC's printer   To setup, install the Metarim PrinterLink by select the option in the installation program. When print, connect the Pocket PC to Desktop PC with MS ActiveSync 3.1 or higher version and be sure the PrintLink is installed on the Desktop PC. The SaleWiz will use the PC's default printer.     Adjust Product On Hand Value     There are two ways to adjust on hand vlaue of a product. One is in the product setup dialog to modify the on hand value. Any change in the product on hand value will be post an adjust transaction in the inventory assets account.           Import/Export Data     To import data, use menu: Tools | Import and select individual import data file type. To export data, use menu: Tools | Export and select individual export data file type. The program uses CSV (comma delimiled) file format for import/export. For the import, the first line in the CSV file will be considered as field names and will not be inputed into database. The effected import data is from the second line.   The import file data fields.     For input Customes List, it must include the follow fields in the CSV file.Company, Street Address, City, State, Zip Code, Contact Name, Phone, Fax, Email, Note It will override any existing customer record with same Company.     For input Vendors List, it must include the follow fields in the CSV file. Company, Street Address, City, State, Zip Code, Contact Name, Phone, Fax, Email, Note   The Company can not be empty. It will override any existing vendor record with same Company.     For input Product Lists, it must include the follow fields in the CSV file.Product Name, Product Desc, Category, Sale Price, On Hand, Sale Tax, Unit Cost, Vendor, Note ItemType The ItemType value can be eigher  Inventory or Service, any unrecognized item type will be considered as Inventory. The Company can not be empty.The Product name, Category can not be empty. It will override any existing customer record with same Product Name.. Any modification of on hand value because of the import action will be posted an adjust on hand transation.         Reports     To use the report window, use menu: Tools | Reports. In the report window select a report type. If applyable, click From to select the starting date for the report, click To to select a ending date of the report. Click Report button to create a report. Click Save button to save the report into a CSV (comma delimited file). The saved CSV file can be load into spread sheet program in the PC for further process.       Use the Calculator     The Pocket Salewiz provides a build-in calculator for the easily input numerical data. When it associate with a special field (if you click a fields and the calculator popup), after your calculation, click OK, the new data will be input into the field. The % button In the Calculator. The % button combine with + will calculate the percentage result. For instance, 100 + 5 % means 100+100*5%.= 105. The % button combines with – will calculate the percentange decreasing result. For instance 120 – 4 % means 120 – 120*%4 = 115.2. The % button can combine with * or /. For instance 120 * 5 % meanus 120*5%=6, 110 / 10 % means 110/%10 =1100.