OASIS for Windows 4.20 Installation and Startup Guide This guide covers installation and startup of OASIS for Windows. The complete User's Guide is built into the program and is accessed by selecting the "Help" option. In order to get the most benefit from this program, we strongly suggest that you read the user's guide. What is OASIS? OASIS (OWL Automated Sales and Invoicing System) is a complete sales management system that includes: invoicing, automated billing, customer correspondence, mailing list management, and sales tracking. OASIS Features: * Intuitive menus that minimize typing. For example, to create an invoice you simply choose the customer and products sold from a series of menus. OASIS fills in the invoice and computes the sales tax for you. * Customer tracking. Customer profile reports show each customer, the items they have purchased and the dates each item was purchased. * Sales tracking. Product sales reports give a complete picture of the products that are selling and those that are not. The Buyers report shows you the names of customers who have purchased a particular product. * Mailing list management. Customers can be separated into up to 100 groups. Mailing labels and mail merge files can be generated for any combination of one or more groups of customers. This feature lets you target your mass mailings to just those customers who are most likely to respond to a given mailing. * OASIS can be configured to automatically compute two sales taxes (e.g., Canadian GST and PST). * Income data entered into OASIS can be imported into OWL Basic Bookkeeping to provide complete tracking of both sales income and business expenses. SYSTEM REQUIREMENTS OASIS requires Microsoft Windows 3.1 or above, a hard disk and 4 MB of memory. Upgrading from OASIS for DOS. The Upgrade Data option under File/Setup converts OASIS for DOS data for use with OASIS for Windows. When installing OASIS for Windows, DO NOT install it in the same directory where your DOS version of OASIS is installed. Upgrading from an earlier Windows version. Before installing this version use your present version of OASIS to make a backup disk of your data. In the File menu choose the Backup Data option to make the backup disk. This is a precautionary measure. During the installation process you will be prompted to choose either "Full Installation" or "Upgrade Installation." If you choose "Upgrade Installation" your present data files will be preserved. If you accidently choose Full Installation, your present data files will be overwritten and you will need to choose the "Restore Data" option to restore your backup data for use with the new version. Installation To install OASIS, use the Program Manager or File Manager to run OASIW420.EXE. For example, if you are installing from drive A: 1.From the Program Manager File or Win95 Start menu, choose Run. 2.In the Run dialog box, type "a:oasiw420.exe" and choose OK. The install program will allow you to select the drive and directory where OASIS will be installed. The default is C:\owl_bus. If you are reinstalling OASIS for Windows or installing an updated version, use the same directory where you originally installed the program. The Install program creates a program group named "OWL Business Apps" with icons for OASIS, OASIS User's Guide, and README. RUNNING THE PROGRAM The data files shipped with the program are empty. The Getting Started section of the User's Guide contains a step- by-step guide to program setup and creating your first invoice. To view this information double click the OASIS User's Guide icon then select Program Setup under Getting Started from the Table of Contents. TECHNICAL SUPPORT If you are unable to resolve a question or you have difficulty running OASIS, please call us or send us a letter describing the problem. Include the exact text of the error message (if any) and a complete description of the problem, your computer system (computer, memory, graphics card, DOS and Windows version, contents of CONFIG.SYS and AUTOEXEC.BAT files, etc.), the option you were running when the error occurred and any supplemental data that you entered under the option. If possible, please also include a disk created using the File/Backup Data option (your data will be held in strict confidence). We will investigate the problem and respond as quickly as possible. Our technical support group can be reached at: 'Otto-Williams Ltd. (OWL) P.O. Box 794 Lanham, MD 20703-0794 Phone: 301-306-0409 Internet: 72144.1223@CompuServe.Com World Wide Web: http://ourworld.compuserve.com/homepages/owlsoft