Company (General) Default System Control Information Entry:
The Company/General Default System Control Information file contains the processing company's name and address, banking information, general preferences, default data, and other system control information.
To view the Company/General Information, select Company from the Setup-Maintenance menu. The General/Company Information Maintenance Form is displayed.
This is a multi-tabbed form with data grouped under tabs. Select a tab to view the data on a particular tab.
Company Setup Text Entry Tab:
The Company Setup (General) Tab displays the processing company's name, address, telephone number, and employer id. In addition there are check boxes for the following preferences:
Payroll User:
Check this box if you are using the Payroll add-on product. If checked, the Payroll icon will appear on the tool bar.
Goldmine User (If used.):
Check this box if you are a Goldmine user and wish to use the Goldmine contact file in conjunction with the KwikSALES(tm) SALES MANAGER customer file. If used and checked, the Goldmine icon will appear on the tool bar and on then Customer MaintenanceForm. In addition, the Contact Manager routines within the KwikSALES(tm) SALES MANAGER system will be disabled.
Show Reminders:
Check this box if you wish to see reminders at system startup.
Use Zip Code Lookup Check this box if you wish to use the Zip Code lookup to select and fill the city and state fields. A Zip Code file is shipped with the KwikOFFICETM REPAIR SHOP system and maintenance procedures are provided to update this file.
NOTE: Some of these check boxes may not be active depending on which version you are using.
Company Setup (General Continued) Text Entry Tab:
The Company Setup (General) tab displays additional general preferences including whether or not a cash drawer is being used and, if so, which port it is attached to;
System Control Default Accounts, and Rates Entry Tab:
Of special note are the Small Balance Limiter and the Purge Delay Days.
The current payables check date and the next check number; the next invoice number for invoicing; the small balance limiter; the purge delay days; the next purchase order number; and the processing company's state id number.
Small Balance Limiter:
Follow up statements will NOT be processed for invoices with a balance under the Small Balance Limiter. As an example, an invoice with a balance of 1.00 would not be processed if the Small Balance Limiter were set to 2.00.
Purge Delay Days:
This is the number of days an invoice is held open once the invoice has gone to a zero balance. When a payment or adjustment causes an invoice to go to a zero balance the date is recorded to that invoice. The Purge Zero Invoices process checks to be sure an invoice has been zero for at least a number of days equal to the Purge Delay Days before the invoice will be purged.
Bank Information:
The Bank Information tab displays the processing company's bank name and address, transit/routing number and checking account number. This information is printed on checks.
Default G/L Accounts & Rates:
The Accounts and Rates tab displays the default General Ledger account numbers for generally used accounts and a setting for the default finance charge rate to be used for "background processing" during system processing.
User Field Labels Text Entry Tab:
The label text entered here into these fields are used to define the "user field labels".
This tab displays field labels for the user defined fields attached to a contact entry in the KwikSALESTM Contact Manager (LEFTside of screen).
This tab ALSO displays user defineable field labels for the user defined fields attached to a SHIP TO entry in the KwikSALESTM Sales Form Manager (HEADER PORTION of screen). In other words, the Ship To field prompts can be changed to fit any kind of business. e.g. auto service business (Vehicle serviced) or a computer store (Equipment serviced) etc...
NOTE: These "ship to control file records" contained in the Customers "Ship To" records can contain a mix of types depending on the needs of the business.
Service Form Message Text Entry Tab:
Parts Form Message Text Entry Tab:
Parts Form Running Balance (Layback/Rental) Message Text Entry Tab:
Service Form Running Balance (Layback/Rental) Message Text Entry Tab:
