VSS CLIENT CONNECTION

AUGUST 2005

PLEASE NOTE

Our new toll-free number is: 866-250-4273

Our old toll-free number has been discontinued

NEW ENHANCMENTS:

· Recurring Customer Billing

· Online category drilldown for a specific customer

· Online customer drilldown for a specific product or category

RECURRING CUSTOMER BILLING:

These programs allow you to create customer invoices that will be issued monthly.

It works in a manner similar to recurring payments in the accounts payable system.

The steps are described in more detail below but in summary:

1. Create the recurring invoices thru IQ/?R (this creates a record in the RECURRING-INVOICES file. This record will be used as a “template” each time you process recurring-invoices.
2. Process Recurring invoices
1. Select the date range and fiscal period to be processed
2. This creates records in the RECURRING-INVOICES-TEMP file
3. Run the Recurring-invoices-temp edit listing. This is a proposed listing of the ORDERS that are going to be created in this process.
4. Update the recurring-invoices-temp records. This creates the actual ORDER records so that these are now open Sales Orders. In the case of those that are to be automatically ship-acknowledged, the records are also automatically shipped and put into the SHIPPING file.

Detailed Description:

1. Create the recurring invoice thru IQ/?R

This displays the following prompts:

Once these questions have been answered you will be taken thru the order entry process. Although, it looks as though you’re entering an ORDER, and the transaction is entered in the exact same way, in reality, this transaction will NOT go into the ORDER file. Instead it will go into the RECURRING-INVOICES file. The “recurring invoice number” assigned is NOT part of the regular order number sequencing. The recurring invoice number that is assigned is shown after the process is complete. Ie:

YOUR RECURRING INVOICE# 12345 HAS BEEN CREATED.

2. Process Recurring Invoices (creates the actual ORDERS)

Option 1 in this menu is used to simply display an existing recurring invoice.

Option 3 is used to actually change or delete a recurring invoice.

Option 2 is used whenever you want to process the recurring invoices.

1. When you select this option you’ll be asked the following questions:

1 YYMM TO BILL: ................................. 0406

2 FROM BILL DAY: ................................ 01

3 THRU BILL DAY: ................................ 15

4 BATCH# TO USE: ................................ recurring0406

5 IS DATA CORRECT? Y/N: ...............… Y

2. Records will be created and put into a file called RECURRING-INVOICES-TEMP

3. An edit report is printed showing these proposed ORDERS/INVOICES. After printing a prompt displays: PROCESS RECURRING INVOICES? Y/N

4. If the edit report looks okay, then you will answer “Y” to the above question. At this point records are created in the ORDER file and are given order numbers in the usual order number sequence.

5. For those recurring invoices that have been set up for shipping acknowledgement, those will automatically be SHIP-ACKNOWLEDGED using the batch# entered above in step 1.

6. You may then print a register of those ORDERS created during this process.

ONLINE CATEGORY DRILLDOWN FOR A SPECIFIC CUSTOMER

This display is an additional option in the iq/3 screen.

The following screen demonstrates that if you select a line item from this screen, that line will be further broken down to show the specific products that make up the selected category.

ONLINE CUSTOMER DRILLDOWN FOR A SPECIFIC CATEGORY OR PRODUCT

This is an additional option that has been added to the inquiry menu. After entering a product or product category and a starting and ending month, the following screen is displayed.

VSS

5517 CABRILLO WAY, ROCKLIN, CA 95765

866-250-4273

fax: 916-435-0159

Cell: 916-300-5141

Betty Vendig: bvendig@aol.com