BI - Before Invoicing
This program is run before entering the I Function.  It simplifies entering the header and ship-to information for invoices.  It can also be used to add new customers, change price codes, and edit ship-to and other information for existing customers.  The main screen displays sales and delivery stops information.

Click on this color (below) to go to related information.
Enter a customer number, or a cross reference.

Press [F5] to create a new customer.

Press [F6] to enter I Function with no customer carryover.

Create a New Customer
Enter a Company Name...
...or a Last and First Name for an individual.
Enter other information for the new customer.

The program assigns the next unused customer number.

For SALE TYPE and PRICE CODE you can either type in a value, or select from a menu.

Display Customer
In-Town Stops comes from DELM data.

Out-of-Town Stops comes from DELR/DELB data.

History Detail Menu

Sales Detail

Delivery Stops Detail

Update Ship To Information

Edit Ship To Fields
From this screen you can:

- Cut or Copy any Ship-To field to any other Ship-To field.

- Type in any value.
Values entered in the far-left column are checked against the Routes and Zones lists.

- Select Routes or Zones from a menu.

Add a Ship To Entry
Values entered in the first line are checked against the Routes and Zones lists.

Select a Route from a Menu

Change Price Code
Changes to the Price Code are saved permenantly for the customer (NAME-FILE).

Edit Customer Information
Edit any of these customer information fields.

Cross references are updated for changes in the names or phone numbers.

Start a Quote
Enter employee number...
Enter part numbers and quantities as you would in function I, then press [ENTER] after the last part number.
Highlight and press [ENTER] to select a ship-to, or press [F8] to have no ship-to on this quote.
three more entries and...
...the quote opens in the I function.

Last Updated on ... June 21, 2005