FOOD DELIVERY INVOICING (FFDI) * * * * * By: EZ SOFTWARE Table of Contents General Warranty, License Information and Agreement...........1 Install information...........................................2 A quick summary of FDI........................................4 FDI Main Menu Options.........................................6 1. Information on low cost custom changes.......................16 Operational tips and assistance..............................16 Disclaimer...................................................19 The password is blank at start up. If requested, press: Enter WARRANTY AND USE AGREEMENT: This software and informational materials are provided "AS IS" without warranty or recourse for any and all results. If you use the FDI software or any informational materials, you agree to accept without warranty or recourse any and all results. If you do not agree to this, do not use the software. Also, see the disclaimer information at the end of this file. LICENSE INFORMATION: This software is owned by EZ Software and protected by United States Copyright Law. You are free to make one copy of the original disk and keep it for backup purposes. You also are free to use the software on one or more computers at one place of business. 2. LICENSE AGREEMENT: You agree to take reasonable steps to prevent its unauthorized distribution or duplication. You may transfer the software to another party only if, all written materials and copies of the software are transferred to the other party, the party agrees to terms of this license and agreement, and you no longer retain or use the software. INSTALLATION INFORMATION: TO INSTALL: 1. Put the FDI disk in drive A: or B:. 2. Move to drive A: or B:. (Type and enter: a: or b:) 3. Type and enter: install TO USE the system: type and enter: fdi At installation, one Directory: c:\FDI will be made, and a small .bat file (FDI.BAT), will be added to the \DIR. 3. FDI is for use on an XT/286/386... computer with a hard disk. If you will use it on an XT type machine, be sure to specify that you need a 360K floppy disk. Also, if you will need a 1.2M 5-1/4 floppy disk, be sure to specify that. Your CONFIG.SYS file in the C:\ Directory, should have these lines: FILES=20 and BUFFERS=20. The numbers can be bigger. To look at that file, type and enter: type c:\config.sys. Do not use the command SHARE.EXE in the AUTOEXEC.BAT file. To look at that file, type and enter: type c:\autoexec.bat FDI is designed to run from DOS. Low cost custom changes may be made on a time available basis. Also, low cost custom software is available from EZ SOFTWARE. Custom work pricing is discounted and referral fees are paid. A QUICK SUMMARY OF FDI 4. FDI makes invoices for food deliveries. It uses customer phone numbers to instantly find a customer's name and address in an easily developed data base. Customer information is accurately duplicated and legibly printed for the driver on a delivery invoice. If a customer's information is in the data base, all the order taker has to do, is enter the customer's phone number and order total. The computer does the rest. On screen editing of customer information if needed, is a snap. If you have Caller ID, you can even greet a caller by name. The computer adds order numbers, the date and the time, any tax or delivery charge, totals the amount due, and prints invoices 2 to a page on plain paper. 5. SPECIAL FEATURES OF FOOD DELIVERY INVOICING: - You can pre-set up to nine phone prefix numbers. - You can pre-set a tax rate and delivery charge. - You can pre-set 2 invoice message lines. - You can reprint the last invoice made if needed. - You can get reports of total sales. - You can view and print lists of customers. - You can copy addresses to a file for word processing. MENUS, SCREENS AND OPERATIONAL INFORMATION ON FDI The following describes most of the menus and screens in the module. Depending upon the menu option selected, additional sub menus and screens may be presented. Also, the menus and screens shown here may not be exact replicas of the system's menus/screens. The objective is to show the basic menus and screens in general 6. form, and provide operational tips and information. MAIN MENU OPTIONS 1 - Make & Print Invoices 2 - Reports & Name Lists 3 - Set Up, Rates, Messages 4 - Reindex, Copy, Dump 5 - E x i t If you select option 1, you will get a screen of options that deal with making and printing invoices. That screen is shown below. We will discuss option a. Option c can be used to enter customer data at any time. The other options are self explanatory. a = Make & Print Invoices b = Print Last Invoice Made 7. c = Add Customers m = Return to Main Menu r = Reset Index Files If you select option a, you will get a screen that has blanks for entering the customer's phone number. If you have used option 3 and established phone number prefixes for use, those prefixes will appear as prompts on the screen with corresponding entry numbers from 1 - 9. Entering the one digit number will be the same as entering the three digit prefix. There also is a blank for the last four digits of the number, and and one to use to enter the prefix if it is not a preset one. Here is what the screen looks like. Enter 1 - 9 for the phone prefix -> _ 1 = 123 2 = 234 3 = 345 4 = 456 8. 5 = 567 6 = 678 7 = 789 8 = 890 9 = 901 Enter last 4 numbers > ____ Enter diff prefix number here --> ___ Make entries and PgDn. Just PgDn if new customer. When you make entries and Page Down, the system will check the number if any. If found, you will get a screen that displays the customer data in blanks for use or change as needed. Here is what that screen looks like with no data. Phone Delivery Tax Order # -> 101 ___-____ Y Y y/n y/n 9. Name Cross Street ______________________________ ______________________________ Address Note ______________________________ _______________________________ Make entries or Page Down. If a number was found the phone, name, address, cross street, and note blocks would have data in them. The delivery block is pre loaded with a Y. The tax block will be pre loaded with a Y if a tax rate has been set using option 3. If a phone number was entered and the data presented is OK, the entry person just pages down. Then, a blank for entering the amount of the order appears on the 10. lower portion of the screen. The entry for that blank can be made using up to 5 numbers with out a decimal place. Only the total for the items ordered needs to be added up and entered. Any discount to be applied, tax if any, and any delivery charge, will be added by the computer and displayed on the lower portion of the screen along with a menu line of options. Here is a what the lower portion of the screen looks like. Sub Tot: 123.45 Total for the order -> 12345 Discount 0.00 Tax: 0.00 Delivery 0.00 Total 123.45 e = edit x = cancel p = print slip m = exit to main menu 11. You should make several trial entries to see how things work. Information on the invoice slips produced can be found below in in the discussion of Main Menu Option 3. Option 3 is used to set up the system for your operation. When it is selected, you get a screen of fill-in blanks. There are blanks for entering your company name, address, phone, and fax numbers. The company name line data prints in large letters on delivery invoices. There also are blanks for entering 2 messages that will print on the invoices. There are blanks for entering the date, the time, a password, up to 9 phone prefixes for use in entering phone number prefixes by pressing just one key, the tax rate, a delivery charge, and a discount rate that you want to apply to the subtotal on orders placed during a given time span on a particular day. The blanks can be filled in or left as is. Here is what the 12. screen looks like. The date is 01/01/01 Enter a new date here -> __/__/__ The time is 01:01 Enter a new time here -> __:__ (24 hr time) Discount Subtot .__ % Start after __:__ End at __:__ On __/__/__ Phone prefixes: ___ ___ ___ ___ ___ ___ ___ ___ ___ Change Password to: ____ Tax Rate .___ Delivery Charge _.__ Screen Menu Title: ________________________________________________ Name-Address-Phone: ___________________ (Center Entry - Prints Double Wide) _____________________________________ _____________________________________ _____________________________________ 13. Message Lines: _____________________________________ _____________________________________ If you use paper with your company name and logo pre printed on the top of each page, you can leave the blocks for your name and address information empty. In most cases that should work OK. The system is designed to work with a dot matrix printer and prints one invoice on a half sheet of paper. Plain printer paper with a perforation every half sheet is available. The system also prints a "double invoice" on each half sheet. The half sheet can be sliced in the middle with any handy tool. The driver gets the delivery half (The half with your name and and address printed on it). You keep the other half for auditing. That half does not have your name and address printed on it to 14. save printer ribbons. Print some trial invoice slips. If you select Main Menu option 2 you will get the reports screen. It is shown below. Most of the options are self explanatory. If you select option a, and enter dates, you will get the total amount for the dates, the total taxes if any, and the total of the delivery charge if any. a = Total sales for __/__/__ thru __/__/__ b = Print a list of customers with no order after __/__/__ c = Scan/print list in alpha order d = Scan/print list by # of orders x = E x i t 15. If you select Main Menu option 5, you get the following screen. The options presented are self explanatory. You should make some trial entries to see what happens. a = Reindex Files b = Copy Address to ADDRESS.TXT for WP c = Copy File to/from Disk d = Delete Old Invoice Records e = Delete Accounts x = E x i t OPERATIONAL TIPS AND ASSISTANCE LOW COST CUSTOM MODIFICATIONS 16. Low cost custom modifications can be made on a time available basis. Contact EZ Software to discuss your needs and wishes. TRAINING: To set up a duplicate system for training purposes, make a directory to house the files ( md \train ), and then copy the FDI files there ( copy \fdi\. \train ). Move to that directory ( cd \train ), and type and enter: fdi. Microsoft's WINDOWS comes with two files that may speed up operations. They are HIMEM.SYS and SMARTDRV.SYS. They assist in memory and hard drive management and are described in the WINDOWS User's Guide. Consult it for more information. If you have WINDOWS, check your CONFIG.SYS file in the C:\ Directory and the AUTOEXEC.BAT FILE IN THE C:\ DIRECTORY to be sure they contain lines that deal with HIMEM.SYS and SMARTDRV.SYS files. 17. If a problem situation comes up, stay calm. You most likely are not at fault. Use the Re-Index option. That may resolve it. FDI "works as is" on most computers. Keep your system's set up simple. It is best to run FFDI from the C:\ prompt. FDI is designed to run from DOS 2-6 on an XT-286-386-.... If you have memory resident programs that load when you start your computer, or if you operate from a menu system or other software, you may have system or memory conflicts. If one of the programs will not "run" and you see the message: Error 43, you may need to free up some memory. This situation can occur if "memory resident" software utilities or device drivers for use in running sound cards and similar devices are installed on your computer. They use up working memory and can prevent the FDI system from operating. WARNING! If you are using disk compression software like MS DOS 18. DBLSPACE or STACKER, DO NOT make any changes unless you know just what you are doing, or you may mess up and/or destroy your files. You can re-install the system at any time. The data that is in the files in the \FDI directory will be brought into the re-installed system automatically if space is available. We sincerely hope that you will find FDI to be EZ-to-use and a time and money saver for you. EZ SOFTWARE Phone: 9:00 am to 1:00 pm Pacific Time 1222 144TH ST SE Monday thru Friday MILL CREEK, WA 98012 206/338-5935 DISCLAIMER OF WARRANTY AND LIMITED WARRANTY THIS SOFTWARE AND ACCOMPANYING WRITTEN MATERIALS (INCLUDING INSTRUCTIONS FOR USE) ARE PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND. FURTHER, EZ SOFTWARE DOES NOT WARRANT, GUARANTEE, OR MAKE ANY REPRESENTATIONS 19.REGARDING THE USE, OR THE RESULTS OF THE USE, OF THE SOFTWARE OR WRITTEN MATERIALS IN TERMS OF CORRECTNESS, ACCURACY, RELIABILITY, CURRENTNESS, OR OTHERWISE. THE ENTIRE RISK AS TO THE RESULTS AND PERFORMANCE OF THE SOFTWARE IS ASSUMED BY YOU. IF THE SOFTWARE OR WRITTEN MATERIALS ARE DEFECTIVE YOU, AND NOT EZ SOFTWARE OR ITS DEALERS, DISTRIBUTORS, AGENTS, OR EMPLOYEES, ASSUME THE ENTIRE COST OF ALL NECESSARY SERVICING, REPAIR, OR CORRECTION. THE ABOVE ARE THE ONLY WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE THAT ARE MADE BY EZ SOFTWARE ON THIS EZ SOFTWARE PRODUCT. NO ORAL OR WRITTEN ADVICE GIVEN BY EZ SOFTWARE, ITS DEALERS, DISTRIBUTORS, AGENTS, OR EMPLOYEES SHALL CREATE A WARRANTY OR IN ANYWAY INCREASE THE SCOPE OF THIS WARRANTY, AND YOU MAY NOT RELY ON ANY SUCH INFORMATION OR ADVICE. THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS. YOU MAY HAVE OTHER RIGHTS WHICH VARY FROM STATE TO STATE. **** LIMITATIONS OF REMEDIES **** NEITHER EZ SOFTWARE NOR ANYONE ELSE WHO HAS BEEN INVOLVED IN THE CREATION, 20.PRODUCTION, OR DELIVERY OF THIS PRODUCT SHALL BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, OR INCIDENTAL DAMAGES (INCLUDING DAMAGES FOR LOSS OF BUSINESS PROFIT, BUSINESS INTERRUPTION, LOSS OF BUSINESS INFORMATION, AND THE LIKE) ARISING OUT OF THE USE OF OR INABILITY TO USE SUCH PRODUCT EVEN IF EZ SOFTWARE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. BECAUSE SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, THE ABOVE LIMITATION MAY NOT APPLY TO YOU. This Disclaimer of Warranty and Limited Warranty are governed by the laws **** of the State of Washington. ****