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Installation and Getting Started

Getting Started

What's in Enterprise 6?

The Daybook Enterprise 6 manuals

Getting started

Daybook Demonstration Instructions

Entering/Updating your licence

Accounts overview

An introduction to accounts

References to keystrokes and buttons

Working with Enterprise 6

Accessing major and minor files

Multi-page layouts

Data entry options

Input screen menus

Data entry in the data manager

Data retrieval - viewing and listing

Comprehensive search (Find/More Choices)

More about searches

Statistics view

Buttons palette

Data input buttons

Record listing buttons

Functions buttons

Volumes palette

Multi-Processes

Data List Manager

Information Manager

Selection Manager

Printing and emailing PDFs

The macro entry window

Macro language - syntax

Macro language - commands

Macro language - using 4D commands and Enterprise 6 functions

Macros - during data entry and retrieval

Macros - saving complex queries

Macros - use in the report generator, super report, statistics view, global change

Macros - displaying lists

Macros - shells and tutorials

Macros - Use with Further Fields

Macros - background processing

Macro language - limitations

Use of macros in the Data List Manager

Creating reports

Quick report generator

Custom report basics

SuperReport Pro

Personnel and Resources

Word processing

Configuring core functions

Personnel and Resources

Configuring core data

Core Menu - Companies and contacts

Core menu - Products

Core data utilities

Companies and Contacts Reference

Enter companies (command-[ or control-[)

View companies (command-] or control-])

Enter contacts (command-\ or control-\)

View contacts (command-/ or control-/)

Products Reference

Enter products (command-p or control-p)

View products (command-r or control-r)

Enter to price table

View price table

Import products

Price Matrix Reference

Use of the price matrix in Companies and Products

Price matrix preferences

Diary, scheduling and task management

Reference Preface

Diary Manager overview

Setting up the diary

Personnel and Resources

SMS - using messaging (texting)

Enter to Diary(Command-D or Control-D)

EnquiryWriter Reference

EnquiryWriter Introduction

Enter Enquiry - Page 2

Enter Quotation

Enter New Order

View EnquiryWriter

List EnquiryWriter

Sources Statistics

Order Forecasts

Sequences Reference

Sequences Introduction

Setting Up Sequences

Word Processing

Word Processor overview

Word processing reference

Word Processing Menu Bar

Creating Templates

Entering and Editing Text

Finding and Replacing Text

Creating Headers and Footers

Working with Pictures

Viewing Document Statistics

Mail Companies (Command-* or Control-*)

Mailing options

Mail Diary (Command-+ or Control-+)

Mail Enquiries, Qtns, Orders

Payments Chasing

Mail Statements

Setting up a Mailshot

Sales Order Processing

Setting up Sales Order Processing in the Data Manager

Card prefix ranges

Setting up job and booking types for Sales Order Processing

Configuring Sales Order Processing

Sales Order Processing Introduction

Enter to Diary(Command-D or Control-D)

Setting up job costing using the Data Manager Core menu

Enter sales orders (command-o or control-o)

View sales orders (command-e or control-e)

View order items (command-f or control-f)

Introduction to Subscriptions

Setting up Subscriptions Products

Entering sales orders for subscription products

The subscriptions menu

Subscriptions overview

Purchase Order Processing

Reference Preface

Introduction to Purchase Order Processing

Core menu - Preferences

Creating a purchase order from a sales order

Creating a purchase order for stock

Creating an ad hoc purchase order

Creating batch purchase orders

Enter purchase orders (command-o or control-o)

Introduction to the Sales Ledger

Setting up the Sales Ledger in the Data Manager Accounts menu

Setting up the Sales Ledger in the Data Manager Preferences

Enter ad hoc invoices (command-l or control-l)

Print (command-p or control-p)

Opening balance

Expand text (command-; or control-;)

Enter ad hoc credit notes

Enter ad hoc proformas (command-f or control-f)

Batch print invoices

Batch invoice orders

Batch post to ledgers

Deposit receipt (command-d or control-d)

Invoice receipt (command-k or control-k)

Remittance receipt forms

Import invoices

Import receipts

Purchase Ledger

Introduction to the Purchase Ledger

Purchase Ledger Setup in the Data Manager

Data Manager Preferences

Purchase Ledger Reference

Enter purchase invoices (command-I or control-I)

ChequeWriter Reference

Nominal Ledger Introduction

Nominal ledger accounts

Nominal ledger periods

Creating accounting periods

Period codes pre- and post-2000

Transactions, Period Balances, Batches and Transaction Types

Nominal Ledger Reference

Enter transactions batch (command-t or control-t)

Multicurrency Reference

Introduction to Multicurrency

Introduction to stock control

Setting up Stock types

Stock movements

Setting up stock movement types

Stock locations

Link to general ledger

Stock transactions

Stock control utilities

Enter movements (command-s or control-s)

Introduction to Service Centre

Setting up Service Centre.

Enter service calls (command-s or control-s)

Job Costing & Time and Cost Recording

Job costing - set up

Job Costing Reference

Enter projects (command-d or control-d)

View projects (command-e or control-e)

Enter jobs (command-j or control-j)

View jobs (command-k or control-k)

View job stages

View job personnel

Enter time and costs (command-c or control-c)

Enter time (command-t or control-t)

View time (command-u or control-u)

Job stages list

Job personnel list

InvoiceWriter Reference

Enter ad hoc invoices (command-I or control-I)

Enter ad hoc credit notes

Enter ad hoc proformas (command-f or control-f)

View sales ledger

Batch print invoices

Event Management

Events Reference

View event orders (command-o or control-o)

Enter attendees (command-s or control-s)

View attendees (command-t or control-t)

Setting up the Events Manager in the Data Manager.

Companion Volumes

InvoiceWriter Reference

InvoiceWriter Introduction

Enter ad hoc invoices (command-I or control-I)

Enter ad hoc credit notes

Enter ad hoc proformas (command-f or control-f)

View sales ledger

Batch invoice attendees

Batch print invoices

Internet Manager

Web Interface Design

Internet Manager Macros

Request parameters

Some IME Methods

Technical information

General technical information

Overview of this section

Integrated data backup

Process services

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